Jerald Reiner is a Series 66 licensed financial advisor with 24 years of industry experience, currently working at Equitable Advisors in San Antonio, TX since 2002. Prior to the firm's rebranding, he was associated with Axa Advisors, LLC for 18 years. He is listed as the director of a dormant LLC called Basketball Bob. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm employs a range of advisory models and third-party asset managers to deliver customized investment solutions.

Christopher Berry is a financial advisor with Edward Jones in San Antonio, TX, holding a Series 66 designation and seven years of industry experience. Prior to joining Edward Jones in 2019, he worked at Phyllis Browning Company and Realty Executives of San Antonio. Outside of his advisory role, Berry participates as an actor in local theater productions, including performances at the San Pedro Playhouse. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment strategies, supported by a large nationwide network of advisors and branch offices. The firm offers various advisory programs and affiliated investment products, operating under a fiduciary standard.

Karen Sims is a financial advisor with Merrill in San Antonio, TX, holding Series 63, 65, and 66 licenses and 24 years of industry experience. She has been associated with Merrill since 2009 and Bank of America since 2005. Outside of her advisory role, she has rental property interests managed by her spouse. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Anton Dziuk is a financial advisor with Ameriprise in San Antonio, TX, holding a Series 66 designation and six years of industry experience. He has worked at Ameriprise since 2019 and has prior experience at American Campus Communities and the University of Texas at San Antonio. He is also employed by SONT 1314 LLC, where he serves on the Mesquite Investment Committee in addition to his advisory responsibilities. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients. Its Premier Retirement Income service provides clients approaching or in retirement with written recommendation reports and ongoing annual retirement planning advice focused on income reliability and tax-aware withdrawal strategies.

John Morgan is an International Wealth Advisor and Senior Vice President at Merrill Lynch Wealth Management, where he began his career in 1995. He specializes in areas including Corporate Executive Services, Executive Compensation, Family Wealth Management Strategies, International Wealth Management, Legacy Planning, and Women and Wealth. John holds a Bachelor of Science degree in Business Administration, with a double major in Finance and Economics, from Trinity University. He has earned professional designations including Certified Investment Management Analyst (CIMA), Certified Private Wealth Advisor (CPWA), and Personal Investment Advisor (PIA). He is a member of the Investments & Wealth Institute and the International Honor Society in Economics, Omicron Delta Epsilon. Fluent in English and Spanish, John is married with two children. His personal interests include adventure sports, fishing, photography, scuba diving, skiing, and traveling.

Bridget Hillsman is a financial advisor at RBC Capital Markets with 11 years of industry experience. She holds a Series 66 designation and has been with RBC Capital Markets since 2014. Outside of her advisory role, she is involved in several independent contractor activities, including jewelry sales and clean wine consulting. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers customized advisory programs that incorporate both in-house and third-party investment managers and provides a range of portfolio management, financial planning, and brokerage services.

Thomas Davila II is a financial advisor with LPL Financial in San Antonio, TX, holding a Series 63 designation and 30 years of industry experience. He has been with LPL Financial since 2011, following positions at SWBC Investment Company, Chase Investment Services Corp., and Banc One Securities Corporation. Outside of advisory work, he is involved in managing a non-variable insurance agency, Revolution Wealth Management Insurance Agency. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to third-party asset management, delivered through a large network of investment adviser representatives.

Audra Kerr is a financial advisor with RBC Capital Markets in San Antonio, TX, holding a Series 66 license and 18 years of industry experience. She has been with RBC Capital Markets since 2014. Outside of her advisory role, Kerr is involved in several community and nonprofit activities, including serving as an elected official in the Cambridge Elementary PTO, a trustee and board member for the Biomedical Forum, and participating on boards and committees for various local nonprofit organizations. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base that includes individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs providing portfolio management, financial planning, custody, and brokerage services, with investment strategies tailored to each client’s risk profile and implemented through a mix of in-house and third-party managers.

Arturo Calvillo is a financial advisor at Fidelity with seven years of industry experience. He holds a Series 66 designation and has previously worked at JP Morgan Securities LLC and JP Morgan Chase. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm employs proprietary fundamental research combined with quantitative and algorithmic portfolio construction, offering services such as discretionary portfolio management, fund advisory, and model portfolio delivery.

Heather Walsh is a financial advisor with Merrill in San Antonio, TX, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. She has been with Merrill since 1997 and has concurrently served at Bank of America, N.A. since 2011. Outside of her advisory work, she is a sole owner of a rental property in Naples, Florida. 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 strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Norman Wright is a financial advisor with Primerica Advisors in San Antonio, TX, holding Series 63 and Series 65 licenses and 17 years of industry experience. He has worked with PFS Investments Inc. and Primerica Financial Services since 2008 and is currently affiliated with Clifton ISD. His other business activities include the sale of loan products and home-related services through affiliates of PFS Investments Inc. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm’s approach includes curated third-party asset managers and a tiered wrap-fee structure.

Matthew Trapp is a financial advisor with Merrill in San Antonio, TX, holding Series 63 and Series 65 licenses and 19 years of industry experience. He has worked at Bank of America and Merrill since 2007. Outside of his advisory role, he is the Chief Financial Officer of White Oak Barn Inc., a retail clothing and gift boutique. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Nicolas Mcnabb is a financial advisor with Thrivent Investment Management in San Antonio, TX, holding a Series 66 license and 19 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2011. Mcnabb serves as a board member for Junior Achievement of South Texas, focusing on motivating youth toward career success and financial literacy. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, offering comprehensive, goal-based financial analyses without discretionary trading authority. The firm allows clients to integrate planning with managed-account services through a consolidated billing option called “WealthPlan,” maintaining separate planning and portfolio management functions.

Anahi Marcos Salvador is a financial advisor at Morgan Stanley in San Antonio, TX, holding Series 63 and Series 66 licenses with five years of industry experience. Prior to joining Morgan Stanley, Salvador worked at Charles Schwab & Co., Inc. and State Farm Insurance Companies. She has also held roles with Catholic Charities Fort Worth and Oportun Inc. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. Their approach involves structured discovery conversations and firm-approved planning tools, supporting clients in implementing and updating their plans.

Jiexiong Liu is a financial advisor at World Choice Securities, Inc. with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has been with World Choice Securities since 2017. Outside of his advisory role, Liu is involved in health insurance and life insurance sales and serves as president of an IT services company. World Choice Securities serves individual and high-net-worth clients, offering portfolio management and related advisory services. The firm combines advisory services with broker-dealer and insurance brokerage activities, maintaining a small, focused client base supported by a five-advisor team.

Michael Knuffke is a financial advisor with The Von Dohlen Knuffke Financial Group, LLC in San Antonio, TX, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with the firm since 2015 and serves as a board member of the Allied Women Center, a non-profit organization in San Antonio. The Von Dohlen Knuffke Financial Group provides comprehensive financial planning and consulting services to high-net-worth individuals, trusts, estates, non-profits, corporations, and small businesses. The firm’s advisory process uses documented Financial Road Map® plans and Investment Policy Statements, incorporating morally responsible investing, tactical asset allocation, and cyclical analysis, while working with subadvisors and third-party managers to implement client portfolios.

Patrick Vondohlen is a financial advisor with The Von Dohlen Knuffke Financial Group, LLC in San Antonio, TX. He holds Series 63 and Series 65 designations and has 23 years of industry experience. Prior to his current role, he was associated with Next Financial Group Inc. Outside of advisory work, he is involved in mortgage financing activities and consults on practice management and estate planning through related business ventures. The Von Dohlen Knuffke Financial Group provides comprehensive financial planning and consulting services to high-net-worth individuals, trusts, estates, nonprofits, corporations, and small businesses. The firm’s approach utilizes documented Financial Road Map® plans and Investment Policy Statements, incorporating morally responsible investing, tactical asset allocation, and cyclical analysis, while working with subadvisors and third-party money managers to manage client portfolios.