David Snelling is a financial advisor at Ameriprise with 40 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Ameriprise offers a retirement-income planning service tailored for individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to provide non-discretionary recommendations through a centralized consulting team.

Patrick Schultz is a financial advisor with Primerica Advisors in San Antonio, TX, holding Series 63 and Series 65 registrations and 26 years of industry experience. He has worked with Primerica Financial Services and Pfs Investments Inc. since 1999 and was employed by Harlandale Independent School District for 17 years. Primerica Advisors is the sponsor and discretionary portfolio manager of a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm operates on a large scale with nearly 3,700 advisors and $15.5 billion in assets under management, employing model-delivery strategies managed by unaffiliated asset managers and supported by well-known custodians and overlay managers.

Jorge Burgos is a Financial Advisor with Merrill Lynch Wealth Management. He holds the designation of Personal Investment Advisor (PIA) and has over 12 years of experience in the financial services industry. Jorge works closely with professionals, executives, and families to help them pursue their financial goals through tailored strategies that address investing, retirement planning, tax efficiency, and legacy planning. Jorge's approach centers on understanding what matters most to each client, emphasizing a planning-first and relationship-driven methodology. He assists clients in developing clear plans to prepare for expected and unexpected life events, aiming to help them stay disciplined and focused amid opportunity and uncertainty. He communicates fluently in English and Spanish, facilitating comprehensive financial guidance. He holds a High School Diploma from Schurr High School and an Associate's Degree from Rio Hondo College. Jorge emphasizes ongoing advice and guidance, supporting clients as their needs evolve.

Taylor Lipsit is a financial advisor with Primerica Advisors in San Antonio, TX, holding Series 63 and Series 65 licenses and having two years of industry experience. Prior to joining Primerica Advisors, Lipsit was associated with Primerica Financial Services and has experience running a nutrition and oxygen bar business. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm delivers advisory services through a large network of advisors using model-based strategies developed by unaffiliated asset managers.

Luis Farret is a financial advisor with Morgan Stanley, holding a Series 66 designation and bringing 27 years of industry experience. His prior roles include positions at Merrill and Bank of America. He is the owner of Apollo FO LLC, a business related to the automotive and transportation sector. Morgan Stanley Wealth Management serves individual and institutional clients with various advisory programs, emphasizing structured financial planning supported by firm-approved tools and analysis from its Global Investment Committee.

Angel Cantu is a Series 66 licensed financial advisor with Equitable Advisors in San Antonio, TX, bringing one year of industry experience. Prior to this, he held roles at Bill Miller B-B-Q and The University of Texas at San Antonio. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party investment solutions.

David Wang is a CFP® professional with 19 years of experience in financial advising. He currently works at Charles Schwab in San Antonio, TX, where he has been since 2020. Prior to joining Schwab, he spent over a decade at USAA in various financial planning and investment management roles. Charles Schwab & Co., Inc. 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 discretionary separately managed accounts and offers multi-asset model portfolios supported by Schwab Center for Financial Research due diligence.

Trent Pauls is a financial advisor at Merrill with nine years of industry experience. He holds a Series 66 designation and has worked at Bank of America and Merrill since 2017, following a year at Signpost. He serves as a committee member for the American Cancer Society, assisting with event planning. 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 and profit-sharing plans, corporations, and charitable organizations.

Scott Werner is a financial advisor with Mass Mutual Investors Services in San Antonio, TX, holding the ChFC® designation and Series 63 and 66 licenses. He has 26 years of industry experience, including prior roles at Metlife Securities Inc., New England Securities, and Equitable Advisors. Outside of advising, he is an independent insurance agent and a partner in MPSW Enterprises, LLC. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, focusing on collaborative annual planning relationships without discretionary investment authority as part of the advisory services.

Asefa Wetzel is a financial advisor with Equitable Advisors in San Antonio, TX, holding a Series 66 designation and having one year of industry experience. Prior to joining Equitable Advisors, Wetzel held various roles including positions at Frontline Financial Services and university-related services. Outside of advising, Wetzel works as a driver for DoorDash. Equitable Advisors serves a wide range of clients including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives, using both proprietary and third-party advisory models.

Christopher Olsen is a financial advisor with Fidelity who holds Series 63 and Series 66 licenses and has 13 years of industry experience. He has been with Fidelity Investments since 2012, including seven years at Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including Charitable Gift Funds and registered investment companies. The firm uses a combination of proprietary fundamental research and quantitative analysis to construct model portfolios from a broad investable universe, with oversight and the application of systematic methodologies.

Madison Ramirez is a Series 66 licensed financial advisor at Edward Jones with six years of industry experience. Prior to joining Edward Jones, Madison worked at the University of Texas and held positions with Bless Your Heart and the North East Independent School District. Madison is based in San Antonio, TX. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory programs and maintains a large nationwide network of financial advisors and branch offices.

Steven Mitchell is a financial advisor with Morgan Stanley in San Antonio, TX, holding Series 63 and Series 66 licenses and bringing 39 years of industry experience. His prior roles include positions at Citigroup Global Markets and Cetera Wealth Services, with over a decade at Morgan Stanley Private Bank. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by proprietary tools and market modeling techniques.

Daniela Arias Rojas is a Financial Advisor at Merrill Lynch Wealth Management. She focuses on providing tailored strategies encompassing wealth preservation, growth opportunities, and personalized financial planning aligned with the goals of individuals and business owners. Daniela aims to help clients navigate the complexities of finances to achieve clarity and confidence in their financial futures. She holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Daniela completed her high school education at Coronado High School and attended El Paso Community College without degree completion. She is bilingual in English and Spanish.

Scott Meenan is a financial advisor with J.P. Morgan Securities LLC, holding Series 65 and Series 66 credentials and bringing 28 years of industry experience. His prior roles include positions at Citigroup Global Markets Inc., Broadway Wealth Solutions, Frost Investment Services, and Axiom Capital Management. He is based in San Antonio, TX. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Raymundo Gomez Janeiro is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Prior to joining Merrill in 2025, he held various roles including positions at Swig Drinks and the University of the Incarnate Word. 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.

Justin Temple is a financial advisor with J.P. Morgan Securities in San Antonio, TX, holding Series 63 and Series 66 licenses and 17 years of industry experience. His prior roles include positions at Merrill and BANK of AMERICA, N.A., as well as Broadway Wealth Solutions. He also worked at St. Mary's University for eight years. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Alan Pearson is a financial advisor with Morgan Stanley in San Antonio, TX, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked at Morgan Stanley since 2009 and at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and market simulations to support its financial planning services.

James Boone III is a financial advisor with Raymond James & Associates in San Antonio, Texas. He holds a Series 63 designation and has 34 years of industry experience, including 13 years with his current firm. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, pension plans, charitable organizations, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Patrick Taylor is a financial advisor with Mass Mutual Investors Services in San Antonio, TX, holding a Series 66 license and 18 years of industry experience. He has been with Mass Mutual Investors Services since 2007 and with Mass Mutual Financial Group since 2005. Outside of his advisory role, Taylor owns and operates a business coaching and strategic planning firm that provides goal-setting and leadership development services to business owners. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational programs with a focus on collaborative, goal-oriented strategies.