Mark Stawarz is a CFP® professional with 29 years of industry experience, currently affiliated with LPL Financial since 2017. Prior to joining LPL, he worked at USAA Financial Planning Services for 16 years. He also maintains involvement in a fixed index annuity business alongside his advisory work. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolios, and institutional platforms, supported by advanced research tools and a broad network of over 22,800 advisors.

Jeremy Hahn is a Series 66–licensed financial advisor with Edward Jones in San Antonio, TX, where he has worked since 2010. He has 16 years of experience in the industry. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory strategies and affiliated investment products, operates under a fiduciary standard, and maintains a large network of financial advisors and branch offices nationwide.

Brisa Gonzales is a CFP®-designated financial advisor with Raymond James Financial, based in San Antonio, TX, and has three years of industry experience. Her prior roles include work at Beneficent Financial and Momentum Independent Network Inc. Outside of her advisory work, she is involved with Beneficent Financial in a non-investment capacity. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm offers tailored, non-discretionary planning and consulting using advanced analytical tools and supports municipal and public-finance work through its affiliation with a municipal advisor.

Ernest Mendoza is a financial advisor with Raymond James Financial in San Antonio, TX, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked with Raymond James since 2006 and also leads Richard Mendoza Wealth Services, where he serves as CEO. Outside of his advisory role, he manages a business providing office support services including equipment and telecommunications. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm emphasizes tailored, non-discretionary planning using analytical tools and supports municipal and public-finance work through a unique municipal advisor affiliation.

Roel Gonzales is a financial advisor with Wells Fargo Clearing in San Antonio, TX, holding Series 63 and Series 65 licenses and having 25 years of industry experience. His prior roles include positions at JP Morgan Securities LLC and JP Morgan Chase Bank. Outside of financial services, he co-owns a cleaning services business with his spouse. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. Their approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options in their investment menus.

Brian Thompson is a financial advisor at Edward Jones in San Antonio, TX, with four years of industry experience. He previously worked at Wells Fargo for nine years before joining Edward Jones in 2022. Thompson holds the Series 66 designation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, along with affiliated mutual funds and fiduciary advisory services.

Michael Lanning is a financial advisor with Charles Schwab in San Antonio, TX, holding Series 63 and Series 65 licenses. He has 28 years of industry experience, with prior roles at USAA Investment Management Company, USAA Financial Planning Services, USAA Financial Advisors, Inc., and USAA Life Insurance Company. Lanning has been with Charles Schwab and Charles Schwab Bank since 2020. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm combines non-discretionary client advisory with access to discretionary separately managed accounts, using multi-asset model portfolios and a centralized operational structure.

Nicholas Morey IV is a financial advisor with Cetera, holding a Series 66 license and bringing eight years of industry experience. He has worked at Cetera since 2023 and previously spent six years with Securian Financial Services and Minnesota Life Insurance Company. Outside of his advisory role, Morey is the owner of Nick's Fitness, where he provides personal training and nutritional guidance, and he serves on the board of the Liberty Jump Team, Inc. Cetera Investment Advisers LLC is an SEC-registered firm supporting a large network of independent advisors across the U.S., offering portfolio management, financial planning, and retirement services to individual, corporate, charitable, and institutional clients. The firm operates a multi-manager platform that provides access to affiliated and third-party money managers, with discretionary and non-discretionary account management under various program structures.

Jared Rawson is a financial advisor with J.P. Morgan Securities in San Antonio, TX, holding Series 63 and Series 65 credentials and bringing 19 years of industry experience. His prior roles include positions at Charles Schwab and USAA. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to support customized investment recommendations.

Noah Acevedo is a Senior Financial Advisor at Merrill Lynch Wealth Management, specializing in providing sophisticated financial strategies to address diverse client needs throughout their financial lifetime. With a focus on family wealth management, LGBT wealth planning, personal retirement planning, and managing new wealth, Noah offers comprehensive guidance that includes wealth management, education and retirement planning, banking services, credit and lending solutions, as well as business-related financial strategies. Noah has been a financial advisor since 1996 and has been active in the financial services industry since 1984. He holds a Master’s and a Bachelor’s degree from the University of the Incarnate Word. He is a fully registered Senior Financial Advisor with multiple FINRA registrations (Series 7, 6, 63, and 65), holds a Health, Life, and Long Term Care Insurance License, and is a licensed Personal Investment Advisor (NMLS# 620721). Fluent in both English and Spanish, Noah emphasizes a collaborative planning approach tailored to help clients pursue their financial goals. In addition to his professional responsibilities, Noah participates in community volunteering inspired by Merrill Lynch’s tradition of community involvement. His personal interests include reading, traveling, and writing.

Juan Zayas is a financial advisor with Merrill, holding Series 63 and Series 66 credentials and bringing 16 years of industry experience. He has worked at Merrill and Bank of America since 2020 and was previously employed by JP Morgan Securities LLC and JPMorgan Chase Bank from 2014 to 2020. 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.

Jorge Cazarez is a financial advisor at Raymond James Financial Services Advisors, Inc. with 13 years of industry experience. He holds the Series 66 designation and has previously worked at Merrill Lynch before joining Raymond James in 2018. Outside of his advisory role, he serves as a trustee and executor for a family estate trust. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm provides tailored non-discretionary planning and utilizes analytical tools to support client goals, while also maintaining specialized municipal advisory services and plan-level SIMPLE IRA consulting programs.

Felipe Sanchez is a Series 66 licensed financial advisor with 16 years of industry experience. He has worked at LPL Financial since 2021 and previously spent 11 years with Waddell & Reed, Inc. and various insurance carriers. Sanchez operates a DBA related to his LPL business and is associated with an investment-related entity, Associates of Clifton Park. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of investment adviser representatives. The firm serves individuals, retirement plan participants, banks, trust companies, and other institutions with a range of financial planning and investment management solutions.

Stephen Breig is a Certified Financial Planner® with 28 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors. He has been with Wells Fargo Advisors and its predecessor entities since 2014. Breig owns and operates Breig Wealth Partners, LLC, an investment-related business based in San Antonio, TX. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including specialized areas such as business-owner transition and sports & entertainment planning, utilizing Wells Fargo research and tools to develop tailored client recommendations.

Juan Canales is a financial advisor at Charles Schwab with 13 years of industry experience. He holds the Series 63 and Series 65 licenses. Prior to joining Charles Schwab, he worked at USAA in various roles from 2016 to 2022. Outside of his advisory work, he co-owns a personal rental property with his spouse. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary SMAs and offers a multi-asset model portfolio investment approach.

Jack Wimer is a financial advisor with Wells Fargo Advisors in San Antonio, TX, holding a Series 66 designation and 18 years of industry experience. He has worked with Wells Fargo Advisors and related entities since 2009 and operates Wimer Leadership, a consultancy in business since 1988. Outside of advising, he hosts a podcast under his ownership of Second100Miles. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser providing investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including niche areas such as business-owner transition and special-needs analysis, using Wells Fargo research and tools to develop tailored client recommendations.

Tony Dolan is Vice President and Financial Consultant at Fidelity Investments. He has been with Fidelity since 2016, advancing through roles such as Investment Consultant and Financial Consultant before his current position starting in 2025. Prior to Fidelity, Tony held various roles in financial advisory and wealth management at USAA from 2009 to 2016 and served as Regional Consultant at ING Funds from 2006 to 2009. With over 20 years of experience in financial services, Tony focuses on guiding individuals, families, and professionals in tax-efficient investing, retirement planning, and wealth protection. He emphasizes a personalized approach by understanding client goals and developing tailored strategies for building, preserving, and transferring wealth. Tony holds an AR Insurance License. Outside of his professional work, Tony enjoys outdoor activities such as beach visits, football, photography, traveling, and exploring culinary interests as a foodie.

Aleta Baggett Johnson is a financial advisor at Morgan Stanley with 25 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Morgan Stanley Smith Barney since 2011. Based in San Antonio, TX, her career is solely within the Morgan Stanley organization. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a broad range of advisory programs, including tailored financial planning utilizing structured discovery processes and firm-approved tools, managing approximately $2.74 trillion in client assets.

Justin Quillen is a financial advisor with Ameriprise in San Antonio, TX, holding Series 63 and Series 65 licenses and possessing 18 years of industry experience. He has worked at Ameriprise since 2018, following an 11-year tenure at LPL Financial and a brief period at Investment Professionals, Inc. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, providing written Recommendation Reports that address income, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis delivered through a centralized consulting team, with a focus on assets held in Ameriprise Managed Accounts and the use of algorithmic automation to generate tailored recommendations.

Craig Veach is a financial advisor at Equitable Advisors with two years of industry experience. He holds Series 63 and Series 65 licenses and has prior experience at Veach Management and Andeavor, LLC. He also serves as a trustee to his parents' children's trust. Equitable Advisors serves a diverse client base including individuals, retirement plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset management programs, utilizing a range of investment options and third-party advisory solutions.