Daniel Crites is a CFP®-credentialed financial advisor with Morgan Stanley in San Antonio, TX, bringing 10 years of industry experience. He has been with Morgan Stanley and its Private Bank division since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs including tailored financial planning and manages approximately $2.74 trillion in client assets.

Ryan Mccleary is a CFA® charterholder with 17 years of industry experience. He currently works at Merrill and previously spent 12 years at CITI Private Bank. 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 and serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Henry Shackelford is a Series 66-licensed financial advisor with Morgan Stanley in San Antonio, TX, holding one year of industry experience. His prior roles include positions at Texas Capital Bank and Camino Real Advisors, LLC, as well as time spent in full-time education. Morgan Stanley Wealth Management serves both individual and institutional clients with a range of advisory programs, emphasizing tailored financial planning supported by structured discovery conversations and advanced modeling tools. The firm manages approximately $2.74 trillion in client assets and offers its services through both direct and corporate financial planning agreements.

Matthew Rodriguez is a financial advisor at Merrill in San Antonio, TX, holding Series 63 and Series 66 licenses with one year of industry experience. Prior to Merrill, he worked at Bank of America, Charles Schwab & Co., Inc., and several other firms across various industries. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Jaime Gutierrez is a Financial Advisor and Senior Portfolio Advisor at Merrill Lynch Wealth Management. In this role, he works with business owners and successful families to integrate investment strategies, financial planning, and risk management into coordinated wealth plans. Since joining Merrill Lynch in 2022, Gutierrez has focused on building meaningful relationships, delivering thoughtful guidance, and contributing to the firm's culture of leadership and service. He serves as Board Chair of the Merrill Lone Star Market Board of Directors (2023–2026), where he supports advisor development, internal culture, and community engagement across Texas. Gutierrez began his financial career at Citibank, advancing from Wealth Coach to Wealth Advisor by building trust and helping clients navigate their financial lives. Prior to entering financial services, he held leadership positions as Sales Manager at James & James Formalwear and CEO of Loop Social, LLC. Gutierrez holds licenses including Series 7, Series 66, Series 3, and General Lines Life and Health, and is a Personal Investment Advisor (PIA). He earned a High School Diploma from the University of Texas System. Active in the San Antonio community, Gutierrez has participated in the Alex Briseño Leadership Development Program (ABLDP) 2025, Leadership San Antonio (LSA50), and serves on the United Way of San Antonio and Bexar County Advisory Board. Through these programs, he has engaged with civic leaders, nonprofits, and business coalitions to support economic development, community outreach, and youth leadership. He is a member of the San Antonio Hispanic Chamber of Commerce and speaks English and Spanish.

Annelisa Longoria is a financial advisor with Equitable Advisors in San Antonio, TX, holding Series 63 and Series 65 registrations and bringing 16 years of industry experience. She has worked with Equitable Advisors since 2010, including during its affiliation as Axa Advisors. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm uses a range of advisory programs, including third-party asset managers and LPL-sponsored options, focusing on aligning client information and risk tolerance with appropriate investment models.

Cynthia Collins is a Wealth Management Advisor at Merrill Lynch Wealth Management, where she has been a team member since 1983. She specializes in wealth management strategies and retirement income planning, assisting clients in evaluating, designing, and implementing tactical and strategic investment portfolios. Cindy also supports clients in pursuing their philanthropic goals. Cindy holds a Bachelor's Degree in Liberal Arts from Trinity University in San Antonio. She has earned several professional designations, including the Certified Investment Management Analyst® (CIMA®) from the Investments & Wealth Institute™, Chartered Retirement Planning Counselor™ (CRPC™), Certified Plan Fiduciary Advisor® (CPFA®), and is a designated Retirement Benefits Consultant within Bank of America/Merrill. Outside of her professional career, Cindy has been actively involved in the San Antonio community. She has served on various philanthropic and civic boards such as the Panhellenic Association of San Antonio, San Antonio Children's Museum (now the DoSeum), Friends of the Ronald McDonald House, Southwest Foundation Forum, and the Santa Rosa Children's Hospital Foundation. Additionally, she is a sustainer with the Junior League of San Antonio, a member of The Daughters of the American Revolution, and a past member of the San Antonio Symphony League. Cindy enjoys fishing, golfing, music, reading, tennis—as a lifetime member of the United States Tennis Association—and spending time with her family.

Ryan Langella is a financial advisor with Equitable Advisors in San Antonio, TX, holding Series 63 and Series 66 licenses. He has six years of industry experience, including prior roles at the University of Texas at San Antonio and Flamingo Reys. Equitable Advisors serves a diverse client base, including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement consulting, and asset-management programs through a network of representatives and uses a mix of firm-offered and third-party advisory solutions.

Austin Pisseri is a financial advisor with Edward Jones in San Antonio, TX, holding a Series 66 designation and two years of industry experience. He previously worked at RTFC and IMSI among other firms. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory strategies, including managed solutions and separately managed accounts, supported by a large nationwide network of advisors and branch offices.

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 five years of industry experience. His prior work history includes roles at American Campus Communities and the University of Texas at San Antonio. He also serves as a member of the Mesquite Investment Committee and provides financial planning advice through an outside employment engagement with SONT 1314 LLC. Ameriprise Financial Services is a diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that delivers written recommendation reports and ongoing retirement-income planning focused on dependable income 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.