Braden Tate is a financial advisor with Equitable Advisors in San Antonio, TX, holding a Series 66 designation and four years of industry experience. He has been with Equitable Advisors since 2021. Prior to his advisory role, his work history includes positions at Sam's Club, InstaCart, and various other employers. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and a broad range of third-party asset managers. The firm utilizes a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on client goals, risk tolerance, and time horizon.

Garret Sladek is a financial advisor with Equitable Advisors in San Antonio, TX, holding Series 63 and Series 66 licenses and eight years of industry experience. He has worked at Equitable Advisors since 2017 and previously was employed by Axa Advisors, LLC and Boerne ISD. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement plan support, and access to asset management through LPL programs and third-party asset managers. The firm uses a hybrid referral and implementation model and offers both advisory and brokerage/insurance channels to implement client recommendations.

Denice Benavidez is a financial advisor at Fidelity with 26 years of industry experience. Her career includes roles at USAA Investment Management Company and Charles Schwab & Co. Outside of her advisory work, she operates a business focused on buying and renting residential properties in San Antonio. She is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and serve its clients.

Mason Nelson is a financial advisor with Morgan Stanley in San Antonio, TX, holding Series 63 and Series 66 licenses and three years of industry experience. His prior work history includes roles at Equitable Advisors and The HomeDepot, as well as time spent in educational settings including Texas Tech University and Ingram High School. Morgan Stanley Wealth Management is a registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutions, including tailored financial planning supported by structured discovery tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate financial planning agreements.

Travis Hughes is a financial advisor with Ameriprise Financial Services, holding Series 63 and Series 65 licenses and seven years of industry experience. Prior to joining Ameriprise in 2021, he worked at Randolph Brooks Federal Credit Union and CUNA Brokerage Services from 2019 to 2021, as well as at NYLIFE Securities and New York Life Insurance Company. He has also been involved in outside employment related to his financial advisory work at Randolph Brooks Federal Credit Union. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendations and ongoing annual planning focused on retirement income sources and tax-aware withdrawal strategies.

Anthony Quintanilla is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in creating personalized wealth management strategies that reflect his clients' financial priorities and adapt to evolving market conditions. Anthony provides access to investment insights through Merrill and banking and lending services through Bank of America, aiming to help clients pursue their long-term financial goals. He holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from the University of Texas System. Anthony is committed to the Merrill tradition of community involvement and dedicates time to volunteering with local organizations.

Preston Hastings is a financial advisor with Primerica Advisors in San Antonio, TX, holding Series 63 and Series 65 credentials and eight years of industry experience. His career includes work with PFS Investments Inc. and various other firms, along with roles in education and retail sectors. Hastings is also involved in sales referrals for home security and automation products through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program that serves individual, corporate, and charitable clients primarily through model-based investment strategies managed by third parties. The firm operates at scale with thousands of advisors and offices, focusing on advisory services rather than institutional portfolio management.

Samantha Flores is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. She has worked at LPL Financial since 2019 and has prior experience with Christopher Hall, Pontem LLC, and Waddell & Reed Inc. Outside of her advisory work, she is involved with Caliente Harley Davidson Motorcycles in San Antonio. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a large network of investment adviser representatives. The firm provides a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by internal and third-party research.

Ian Davis is a financial advisor with Morgan Stanley who holds a Series 66 designation and has 21 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2009 and has worked at Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and utilizes a structured planning process supported by tools such as Secular Return Estimates and Monte Carlo simulations.

James Clauser is a financial advisor with Charles Schwab in San Antonio, TX, holding a Series 66 credential and 18 years of industry experience. His career includes roles at USAA Financial Advisors, Inc. and Usaa Investment Management Company before joining Charles Schwab in 2020. Outside of his advisory work, he is co-owner of Clauser LLC, where he oversees financial operations. Charles Schwab serves a large client base primarily consisting of 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 offers a combination of non-discretionary advisory guidance and access to discretionary separately managed accounts, supported by a multi-asset model portfolio approach and centralized operational infrastructure.

Michael Apolinar is a financial advisor with Edward Jones in San Antonio, TX. He holds a Series 66 designation and has been with Edward Jones since 2026. Prior to joining the firm, he worked at Smithfield Foods, JR Simplot, and Pepsico. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies, with approximately $1.01 trillion in assets under management supported by a nationwide network of financial advisors and branch offices.

Deric Eldridge is a financial advisor with Ameriprise Financial Services, holding Series 63 and Series 65 licenses and eight years of industry experience. He previously worked at CUNA Brokerage Services and Randolph Brooks FCU. Outside of his advisory role, he serves as a soccer referee for South Texas Soccer Referees, Inc. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients. It offers a specialized Premier Retirement Income service that provides tailored retirement planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Ifeoluwa Moyosore is a financial advisor with Fidelity, holding Series 65 and Series 63 licenses and seven years of industry experience. Prior to joining Fidelity, Moyosore worked at J.P. Morgan Securities and Allstate Corporation. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm uses a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, with distinctive roles such as acting as a commodity pool operator and employing AI-driven research methods.

Carmen Corona is a financial advisor with Mass Mutual Investors Services in San Antonio, TX, holding a Series 66 designation and 14 years of industry experience. She has been affiliated with MML Investor Services since 2011 and MassMutual Life Insurance Company since 2005. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, employing collaborative, goal-oriented planning supported by proprietary software and offering specialized services such as divorce and estate-settlement planning.

Margaret Flores is a financial advisor with Primerica Advisors in San Antonio, TX, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. She has been with Primerica Advisors since 1996 and Primerica Financial Services since 1995. Outside of her advisory role, she is involved in business activities related to Primerica, including co-ownership of legal entities formed for Primerica business purposes and part-time referrals for home security and automation products. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, which offers model-delivery strategies and a limited number of separately managed account options to individual and high-net-worth clients. The firm uses a curated selection of third-party asset managers and operates under a tiered wrap-fee structure.

Valeria Luna Vazquez is a financial advisor at Merrill with Series 63 and Series 65 credentials and four years of industry experience. Her prior work includes roles at Bank of America, J.P. Morgan Securities, and Jpmorgan Chase Bank. Outside of her advisory role, she works as a pet sitter and dog walker through Rover. Merrill provides managed account services to Bank of America fiduciary clients, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, and institutional investors. The firm integrates investment management with broader banking services and offers various portfolio options including taxable and tax-aware strategies.

Lisa Gonzalez is a Series 66-licensed financial advisor at Merrill with six years at the firm and a total of five years of industry experience. Prior to joining Merrill in 2020, she worked for 17 years at Educational Testing Service. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, and institutional investors.

James Angell is a financial advisor with Merrill in San Antonio, TX, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has been with Merrill since 2009 and has a long tenure at Bank of America dating back to 1991. Outside of his advisory work, Angell serves as an advisory board member for Tarrytown United Methodist Church of Austin, providing volunteer guidance on governance and operating issues. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Jeremy Mandel is a financial advisor with Mass Mutual Investors Services in San Antonio, TX, holding a Series 66 designation and 18 years of industry experience. His previous roles include positions at Sequent Planning, LLC and ProEquities, Inc., as well as ongoing involvement with Futurity First Insurance Group since 2013. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, using firm-approved software and structured annual planning engagements.

Daniel Walker is a CFP® with 26 years of experience currently serving at Charles Schwab in San Antonio, TX. His prior experience includes roles at USAA Investment Management Company and USAA Financial Advisors, with a career spanning over two decades in financial planning and advisory services. Outside of his advisory work, he owns and manages two rental properties. 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 related financial planning services. The firm combines non‑discretionary advisory relationships with access to discretionary managed accounts, providing multi‑asset model portfolios and alternative investment options supported by centralized supervision and custody.