Hollie Cuellar is a Series 66 licensed financial advisor at Edward Jones with two years of industry experience. She previously worked at USAA for 25 years before joining Edward Jones. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a nationwide network of financial advisors and a broad branch footprint.

William Young is a financial advisor with LPL Financial in San Antonio, TX, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. Prior to joining LPL Financial in 2024, he spent nine years with Lincoln Financial Advisors. Outside of his advisory role, he is involved with Young, Knight & Oberholtzer, LLC, a business entity for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing discretionary and non-discretionary management supported by research and model portfolios.

Monique Cassidy is a financial advisor with Raymond James Financial in San Antonio, TX, holding Series 63 and Series 66 registrations and with 27 years of industry experience. She has worked with Raymond James Financial Services Advisors, Inc. and related entities since 2015. Cassidy is also employed as a registered sales assistant with Security Service Investment Group. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored non-discretionary planning and consulting using analytical tools and supports municipal and public finance work through affiliations uncommon among large institutional advisors.

Jason Duelm is a financial advisor with Mass Mutual Investors Services in San Antonio, TX, holding a Series 66 designation and bringing 26 years of industry experience. He has been with MML Investors Services, Inc. and MassMutual since 2000. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, using collaborative, goal-based planning tools and offering event-driven planning services such as divorce, estate settlement, and employer-sponsored programs.

Janis Gonzalez is a financial advisor at Fidelity with seven years of industry experience. She previously worked at JP Morgan Securities LLC and Hot Noize before joining Fidelity in 2025. Gonzalez holds Series 63 and Series 66 licenses. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable and registered investment companies. The firm employs a systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction, and it serves as an advisor to multiple registered investment companies and fund-of-funds.

Brian Tramontano is a Wealth Management Advisor with Merrill Lynch Wealth Management, bringing over 30 years of experience in the financial services industry. He founded Tramontano & Associates in 2010, developing a team focused on delivering customized wealth management solutions and concierge-level service to a select group of clients. Brian is recognized nationally and has been named to the Forbes "Top 250 Wealth Advisors" and "Best in State Wealth Advisors" lists, as well as Barron's "Top 1,200 Advisors," demonstrating his sustained expertise in the field. He serves as a national spokesperson for Merrill Lynch, discussing financial and portfolio strategies, and participates in educating advisors through the firm's national faculty and coaching programs. Brian holds multiple professional designations, including the Certified Investment Management Analyst (CIMA), Chartered Retirement Planning Counselor (CRPC), and Certified Plan Fiduciary Advisor (CPFA). He earned a bachelor's degree from The University of Texas at San Antonio. His areas of focus include portfolio and risk management, retirement income and planning, wealth transfer and legacy management, and customized financial strategies across various client needs. In addition to his professional work, Brian is involved in community organizations such as the Boys and Girls Club of San Antonio, Antonian College Preparatory High School School Council, the University of Texas at San Antonio Roadrunner Foundation, and the UTSA Golf 24 mentoring program. He also participates in the Merrill Lonestar Market grant committee that provides funding to local charities. Brian enjoys golfing, running, and spending time with his family.

Katherine Karr is a financial advisor at Morgan Stanley in San Antonio, TX, holding a Series 66 designation with eight years of industry experience. Her career includes prior roles at Merrill Lynch, Bank of America, and SWBC Investment Services, among others. She also worked briefly at HotWorx and Alamo Colleges. Morgan Stanley Wealth Management serves individual and institutional clients with a wide array of advisory programs, including tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate-based financial planning services.

Philip Nelson is a Series 66-licensed financial advisor with J.P. Morgan Securities in San Antonio, TX. He has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2026. His prior experience includes roles at USAA and North Dallas Bank and Trust, along with time at Texas A&M University and Nelco Media. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using quantitative asset-allocation modeling and centralized due diligence. The firm incorporates ESG criteria in its investment recommendations and offers services on a non-discretionary basis, with clients retaining final decision authority.

Jake Spruiell is a financial advisor with Cetera, holding a Series 63 license and over 27 years of industry experience. His prior roles include positions at PNC Managed Account Solutions and BBVA Wealth Solutions. He is the owner of Sonterra Wealth Management LLC, where he is actively involved in client services and trade execution. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform, supporting discretionary and non-discretionary strategies with over $256 billion in assets under management.

Sebastian Bathie is a Financial Advisor at Merrill Lynch Wealth Management, based in San Antonio, Texas. He is a Team Financial Advisor focused on Business Development, bringing a strong analytical mindset and a collaborative approach to supporting strategic growth and informed financial decision-making. Sebastian is committed to assisting individuals and organizations in making confident financial decisions as part of the Hayne, Moon & Associates team at Merrill. Sebastian began his career after earning a bachelor's degree in Communication from Texas Christian University in 2019. He spent over six years serving the aerospace and defense sector, supporting mission-critical programs and building long-term strategic client relationships. While working full-time, he earned an MBA in Finance from Southern Methodist University, which strengthened his skills in finance, strategy, and leadership. His expertise encompasses investment goal articulation, portfolio management, risk analysis, and strategies in retirement planning, tax minimization, and business succession. Sebastian holds the Personal Investment Advisor (PIA) designation. He focuses on areas such as college education planning, portfolio management, small business strategies, retirement income, and tax minimization. Outside of his professional role, Sebastian enjoys basketball, fishing, football, golfing, hunting, running, spending time with his family, tennis, and watching movies.

Michael Thompson is a Wealth Management Advisor with Merrill Lynch Wealth Management. He began his career with Merrill in 2019 after retiring from the Navy, where he served for over 20 years as a Naval Aviator and Military Operational Planner. In his current role, Michael works with families and businesses to develop financial strategies tailored to their goals, risk tolerance, liquidity needs, and investment timelines. He leverages technology to provide secure client support across the country and offers access to a range of banking and lending services through Bank of America. Michael holds the CERTIFIED FINANCIAL PLANNER® (CFP®) certification, the Certified Plan Fiduciary Advisor® (CPFA®) designation, and is a qualified Senior Portfolio Advisor and Retirement Accredited Financial Advisor. His educational background includes a Bachelor's degree in Mechanical Engineering from the United States Naval Academy, a Master's degree in National Security and Strategic Studies from the United States Naval War College, and an Executive Program in Financial Planning from the University of Georgia's Terry College of Business. Beyond his professional commitments, Michael is actively involved in his community and various organizations such as American Heritage Girls, Habitat for Humanity, Trail Life USA, Vet 2 Vet, and the safety team at Statesboro First Baptist Church. He and his wife live on their family farm in South Georgia, where they homeschool their four children and engage in raising livestock, poultry, and growing timber and fruit trees.

Wesley Landrus Mc Gee is a financial advisor with Edward Jones in San Antonio, TX, holding CFP®, ChFC®, and Series 66 designations with nine years of industry experience. He has been with Edward Jones since 2017 and previously worked at Academy Sports & Outdoors and JP Morgan Chase Bank. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and affiliated mutual funds, supported by a nationwide network of approximately 23,701 financial advisors.

Thomas Platt is a financial advisor at Merrill with 21 years of industry experience. He holds a Series 66 designation and has worked at Bank of America and Merrill since 2015. He serves as a board member for Posse Houston, a charitable organization focused on community engagement through volunteering and fundraising. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, and various institutional accounts, supported by internal and third-party portfolio managers.

Stephen Gary is a financial advisor at Morgan Stanley in San Antonio, TX, with five years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley since 2021, including a role at Morgan Stanley Private Bank, N.A. Prior to his financial services career, he was employed at AT&T for seven years. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a wide array of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and methodologies.

Stephen Scott is a CFP®-credentialed financial advisor with 17 years of industry experience, currently with Morgan Stanley in San Antonio, TX. He has been with Morgan Stanley Smith Barney since 2012 and Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, Scott is involved in songwriting and plays guitar professionally with The Joe Panther Band. Morgan Stanley Wealth Management serves individuals and institutional clients by providing a range of advisory programs, including tailored financial planning supported by firm-approved tools and analyses. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-sponsored financial planning services.

Alexis Cranford is a financial advisor at Edward Jones in San Antonio, TX, holding a Series 66 designation with two years of industry experience. Prior to returning to Edward Jones, Alexis worked at J.P. Morgan Securities and has entrepreneurial experience operating On The Grind Coffee. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory strategies and affiliated investment products, supported by a large national network of advisors and branches.

John Abeyta is a financial advisor at Morgan Stanley with 27 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and also works with Morgan Stanley Private Bank, National Association. Outside of his advisory role, he serves as Vice President of Finance for JLA Collision, an auto collision repair center in Austin, Texas. Morgan Stanley Wealth Management is an SEC-registered investment adviser that serves both individual and institutional clients through a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and market simulations.

Eloisa Vela is a financial advisor with Cetera in San Antonio, TX, holding Series 63 and Series 66 licenses and having 12 years of industry experience. Her prior roles include positions at Kestra Advisory, Merrill, Waddell & Reed, Thrivent Investment Management, and Foresters Financial Services. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, managing over $256 billion in assets through more than 10,000 advisors nationwide.

Jessica Bustos is a financial advisor with Morgan Stanley in San Antonio, TX, holding Series 63 and Series 65 designations and possessing 20 years of industry experience. Prior to joining Morgan Stanley in 2021, she worked at USAA Investment Management Company for 23 years. She also took a one-year break as a homemaker before joining her current firm. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a broad range of advisory programs to individual and institutional clients. The firm provides tailored financial planning supported by structured discovery conversations and proprietary planning tools, managing approximately $2.74 trillion in client assets.

Israel Rascon is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds a Series 66 designation and has previously worked at Edward Jones, Fisher Investments, Vanguard Group, and First Command Advisory Services. Rascon is also an employee of the U.S. Army Reserve, a position he has held since 2014. J.P. Morgan Securities LLC provides investment advisory services primarily to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling and a centralized due diligence process to recommend approved investment strategies.