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.

Nicholas Olivares is a financial advisor with Mass Mutual Investors Services in San Antonio, TX, holding a Series 66 designation and four years of industry experience. He has been with Mass Mutual Investors Services since 2021 and has also worked at MassMutual Life Insurance Company since 2020. Mass Mutual Investors Services operates as a subsidiary of MassMutual, providing financial planning and investment services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm uses firm-approved software to support planning and offers various programs including asset management and educational seminars.

Heather Walsh is a financial advisor with Merrill in San Antonio, TX, holding Series 63 and Series 65 registrations and bringing 34 years of industry experience. She has been with Merrill since 1997 and with Bank of America, N.A. since 2011. Outside of her advisory role, she is the sole owner of a rental property in Naples, Florida. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a diverse client base that includes individuals, high-net-worth clients, and institutional entities.

Kinnan Seamster is a CFP® professional with 10 years of industry experience, currently advising at Ameriprise Financial Services LLC. His prior roles include positions at Edward Jones, Assured Benefit Administrators, Principal Life Insurance Company, and Princor Financial Services Corporation. He is also engaged in independent insurance brokering related to health and universal life products. Ameriprise offers retirement-income planning services targeted at individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to produce written recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Matthew Trapp is a financial advisor with Merrill in San Antonio, TX, holding Series 63 and Series 65 credentials and 18 years of industry experience. He has worked at Bank of America and Merrill Lynch for a combined 15 years. Outside of his advisory role, he serves as Chief Financial Officer of White Oak Barn Inc., a retail clothing and gift boutique. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, and other institutional investors.

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.

Stephen Walker is a financial advisor at LPL Financial with 56 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at Securities America Advisors, Securities America Inc., WFG Advisors, LP, and Williams Financial Group. Outside of advising, he is involved as a co-owner and business owner in several entities unrelated to investment advisory. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides financial planning, advisory programs, retirement plan consulting, and brokerage services, with access to model portfolios, third-party subadvisors, and technologies including machine learning.

Jiexiong Liu is a financial advisor at World Choice Securities, Inc. with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has held roles at multiple firms, including Benefit Mall, Life Marketers, and Humana Health Insurance, where he is involved in selling health and life insurance products. Outside of financial advising, he serves as president of JMW Technologies, Inc., managing IT client relationships. World Choice Securities, Inc. serves individual investors across a range of wealth levels, providing portfolio management, financial planning, and access to third-party investment solutions. The firm emphasizes globally diversified portfolios aligned with client risk profiles and offers both discretionary and non-discretionary account management.

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, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. His career includes roles at Next Financial Group Inc and Von Dahlen Consulting GP, LLC. Outside of advisory work, he is involved in mortgage financing and consulting through The Practice Solutions Group and holds ownership interests in related business ventures, as well as participation in the San Antonio Family Association. The Von Dohlen Knuffke Financial Group provides financial planning and advisory services to high-net-worth individuals, trusts, estates, non-profits, corporations, and small businesses. The firm emphasizes comprehensive financial planning using its Financial Road Map® and Investment Policy Statements, often implementing strategies through third-party money managers and subadvisors with a planning-centric approach that can include morally-responsible investing and tactical asset allocation.