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 financial advisor with Merrill, holding a Series 66 designation and having 10 years of industry experience. His prior roles include positions at JP Morgan Securities LLC and Bank of America. Outside of his advisory work, he serves on the Board of Directors for the Kappa Alpha Psi Fraternity chapter in San Antonio and works as a delivery driver for DoorDash. 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, pension plans, corporations, and charitable organizations.

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® professional with 18 years of experience, currently serving at Morgan Stanley in San Antonio, TX. He has worked with Morgan Stanley Private Bank since 2015 and with Morgan Stanley Smith Barney since 2012, following four years at Equitable Advisors. Outside of his financial advisory role, Scott is involved in songwriting and performs as a guitarist with The Joe Panther Band. Morgan Stanley Wealth Management provides a wide range of advisory programs for individuals and institutions, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm employs a structured planning process supported by firm-approved tools and serves clients through both direct relationships and corporate financial planning agreements.

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, holding Series 66 and Series 63 licenses and 12 years of industry experience. She previously worked at Merrill, Kestra Advisory, Waddell & Reed, Thrivent Investment Management, and Foresters Financial Services. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a variety of portfolio management and consulting services through a multi-manager platform with access to affiliated and third-party managers.

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 with J.P. Morgan Securities, holding a Series 66 designation and seven years of industry experience. His career includes positions at Edward Jones, Fisher Investments, Vanguard Group, and First Command Advisory Services. He is also an employee of the U.S. Army Reserve. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm’s advisory approach combines quantitative and qualitative research, offering written asset allocation advice and customized performance reporting while clients maintain final decision-making authority.

Alfonzo Chavana is a financial advisor at Ameriprise with 27 years of industry experience. He has held positions at Ameriprise and Ameriprise Financial Services, Inc. since 1999. He holds a Series 63 designation and operates out of San Antonio, TX. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement income planning, tax-aware withdrawal strategies, and dependable income sources.

Aram Gomar is a financial advisor at Charles Schwab with 12 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Charles Schwab Bank, SSB and Charles Schwab & Co. since 2020. Prior to that, he spent time with USAA Investment Management Company and USAA Financial Advisors, Inc. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers multi-asset model portfolios with periodic reviews and alternative investment options.

Stephanie Casas is a financial advisor at Cambridge Investment Research Advisors with seven years of industry experience. She holds the Series 66 designation and has prior experience with United Planners' Financial Services of America and Invest Financial Corporation. Casas is also an independent distributor for Young Living Essential Oils and Juice Plus. Cambridge Investment Research Advisors serves individual and institutional clients by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm offers multiple platform options and proprietary model strategies while managing a multi-billion dollar asset base.

Erin Cook is a financial advisor with Merrill in San Antonio, TX, holding a Series 66 designation and five years of industry experience. She has worked at Bank of America, N.A. and Merrill since 2020, and previously held roles at Movement Mortgage, loanDepot, and Avolio & Hanlon, P.C. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Michael Gleason is a financial advisor with OSAIC in San Antonio, TX, holding the ChFC® designation and Series 63 license, and has 37 years of industry experience. He has worked at several firms, including Royal Alliance Associates, INC., The Milestone Group, Inc., and Weaver Wealth Management. He is also involved in the sales and marketing of fixed annuities and securities through Platinum Wealth Solutions of Texas, LLC. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients, offering brokerage and advisory services across multiple programs. The firm’s investment approach includes model-based asset allocation, portfolio optimization, and a range of managed account strategies supported by advanced analytical tools.

Monica Salazar is a financial advisor at Morgan Stanley in San Antonio, TX, holding a Series 66 designation with seven years of industry experience. She previously worked at JP Morgan Chase and American Funds before joining Morgan Stanley in 2018. Outside of finance, she is engaged in photography as a sole proprietor. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a wide 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 modeling techniques.

Marc Thiltgen is a CFP® professional with 26 years of industry experience, currently affiliated with Charles Schwab in San Antonio, TX. His prior experience includes roles at USAA Investment Management Company and USAA Financial Advisors. He serves on the board of the San Antonio Academy Alumni Association. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, combining non-discretionary advisory services with access to affiliated discretionary SMA portfolios and a centralized operational platform.

Frank Arnold is a financial advisor at OSAIC based in San Antonio, TX, holding the PFS™ designation along with Series 63 and 65 licenses. He has 29 years of industry experience with prior roles at Royal Alliance Associates, Signator Inv Inc, and Weaver Wealth Management. Outside of his advisory duties, he assists with client contact and financial planning support at Platinum Wealth Solutions. OSAIC serves a diverse range of clients including individual investors, retirement plans, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm employs a model-based investment approach with options for discretionary management, third-party managers, and proprietary models, supported by a complex affiliate network and multiple custodial arrangements.

Bryan Drayton is a financial advisor with Ameriprise in Schertz, Texas, holding a Series 66 designation and one year of industry experience. He previously worked at Drayton Realty and Energy Transfer. He is also involved in a dual employment arrangement with RBFCU through the AFIG Channel. Ameriprise offers a retirement-income planning service focused on clients approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide written recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.