Mark Osborn is a Series 66 licensed financial advisor with Edward Jones in San Antonio, TX, and has three years of industry experience. Prior to joining Edward Jones in 2023, he worked at HomeSmart and Realty Executives of San Antonio. He was also involved with the San Antonio A&M Club Foundation for eight years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs including discretionary and non-discretionary strategies, access to separately managed accounts and affiliated mutual funds, and operates under a fiduciary standard.

Desmond Daigle is currently the Vice President, Wealth Planner at Fidelity Investments, a position he has held since 2023. He has been with Fidelity Investments since 2013, progressing through various roles including Financial Consultant, Investment Consultant, Relationship Manager, and Retirement Solutions Representative. Throughout his career, Desmond has focused on financial planning and wealth management, assisting clients in navigating major financial decisions and avoiding critical mistakes. He approaches his work with integrity and a servant mindset. Outside of his professional responsibilities, Desmond has interests in concerts, fitness, music as an instrumentalist, outdoor adventures, and parenthood.

Woodrow Knight III is a financial advisor with LPL Financial in San Antonio, TX, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with LPL Financial since 2017 and also associated with National Planning Corporation since 2012. Knight is an owner and insurance agent involved in fixed life non-variable insurance outside his advisory role. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a large network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Luz Gomez is a financial advisor at UBS Financial Services with 22 years of industry experience. She holds the Series 66 designation and has been with UBS since 1995. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides research-driven, model-based asset allocation and planning tailored to clients’ goals and risk tolerances.

Joselyn Garcia is a financial advisor at J.P. Morgan Securities with Series 63 and Series 65 credentials and three years of industry experience. She has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2021, with prior experience at River City Federal Credit Union, Laredo Federal Credit Union, and BBVA. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering services on a non-discretionary basis with a centralized due-diligence framework.

Ashley Simpson is a Planning Consultant at Fidelity Investments, a role she has held since 2025. In this capacity, she works with clients to develop personalized, goal-based financial plans by delivering guidance on investments, retirement readiness, and long-term strategy to support confident, informed financial decision-making. Ashley has been with Fidelity Investments since 2022, progressing through various roles including Defined Contributions Representative, Customer Relationship Advocate, and Relationship Manager. This experience has provided her with a broad understanding of client needs and financial services. Outside of her professional work, Ashley enjoys cooking and baking, outdoor adventures, parenthood, and traveling.

Braden Durham is a financial advisor at LPL Financial located in San Antonio, TX. He holds the Series 66 designation and has been in the industry since 2024. His prior experience includes roles at Pontem Financial, Texas A&M University, Reynolds and Reynolds, and Jon Hart. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Scott Gibson is a financial advisor with J.P. Morgan Securities in San Antonio, TX, holding Series 63 and Series 66 licenses with 29 years of industry experience. He has been with J.P. Morgan Securities since 2016. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Clay Crosby is a Financial Consultant at Fidelity Investments, where he has been working since 2025. His professional journey at Fidelity began in 2022 and includes roles as a Financial Representative, Relationship Manager, and Planning Consultant. Prior to joining Fidelity Investments, Clay worked in Private Wealth Management at Rockefeller Capital Management from 2021 to 2022. He believes that financial planning extends beyond building wealth to transforming financial complexity into clarity, allowing clients to focus on what matters most. Clay develops personalized strategies by understanding each client's unique goals and circumstances, helping them navigate life's financial opportunities and challenges with confidence. Outside of his professional life, Clay enjoys football, golf, skiing, and spending time with his pets.

David Bugarin is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He holds Series 65 and Series 63 licenses. His prior experience includes roles at Texas Capital Private Bank and J.P. Morgan Chase Bank. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a combination of quantitative asset-allocation modeling and centralized manager due diligence. The firm applies an ESG eligibility framework in its recommendations and operates within the broader J.P. Morgan broker-dealer and banking organization.

Jonathan Blakemore is a financial advisor at Ameriprise with a Series 66 designation and one year of industry experience. Prior to joining Ameriprise, he served in the Air Force and the Air National Guard for a total of nine years. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, known for its Premier Retirement Income service that provides written recommendations and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Pete Hernandez Jr. is a financial advisor with Charles Schwab based in Boerne, TX, holding Series 63 and Series 66 licenses and possessing 16 years of industry experience. His prior experience includes roles at USAA Investment Management Company and USAA Financial Planning Services, as well as a position at eBay. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. Schwab combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts, employing multi-asset model portfolios supported by in-house research and a formal alternative-investment platform.

Paxton Smith Jr. is a financial advisor with Mass Mutual Investors Services in San Antonio, TX. He holds CFP® and ChFC® designations and has 10 years of industry experience. Prior to joining Mass Mutual in 2018, he worked at Sequent Planning, LLC, ProEquities, Inc., and Futurity First. Outside of his advisory role, he teaches informational Medicare classes through local school districts and is involved in efforts to make financial services accessible to the deaf community through his insurance brokerage activities. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser offering financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual planning engagements and provides a range of programs including educational seminars and event-driven planning services.

Jay Fine is a financial advisor at Edward Jones in Helotes, TX, holding the CFP® and Series 66 designations with nine years of industry experience. Prior to joining Edward Jones in 2017, he served in the United States Army for 20 years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

Jonathan Woodus is a financial advisor at Primerica Advisors in San Antonio, TX, holding Series 65 and Series 63 licenses with four years of industry experience. His work history includes roles at PFS Investments Inc., Primerica Financial Services, Lancer Worldwide, and Church's Chicken. He is also involved in sales of investment-related products and receives non-investment related compensation for referrals of home security, automation, and loan products through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving mainly individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable clients. The firm delivers advisory services via a large network of financial advisors using model-delivery strategies created by third-party asset managers, supported by custodial and trade execution services from Pershing and BNY Mellon Advisors.

Mark Stuckless is a financial advisor with UBS Financial Services in San Antonio, TX, holding a Series 66 designation and 14 years of industry experience. He has been with UBS Financial Services Inc. and UBS Bank Canada since 2008. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a mix of brokerage and investment advisory services, including fee-based financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management, offering proprietary research and affiliated banking and lending programs.

Robert Davila is a financial advisor at Fidelity with Series 66 credentials and one year of industry experience. His background includes roles at USAA and various positions related to higher education and retail. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios.

Russell Jones is a financial advisor at LPL Financial with 26 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at firms including Victory Capital Services, CUSO Financial Services, Credit Human Federal Credit Union, and JPMorgan Securities. 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 offers a range of financial planning and advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios and research from multiple sources.

Wesley Whitehead is a financial advisor at LPL Financial with 18 years of industry experience. He holds the Series 66 designation and has been with LPL Financial since 2013. Whitehead is also involved with WR Wealth Management, an investment-related business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of advisors. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Aubrey Edgington is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. Prior to joining Merrill in 2016, Edgington worked at Darden-Eddie V's Prime Seafood for one year. 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.