Danielle Rios is a financial advisor at Fidelity with Series 63 and Series 66 licenses and four years of industry experience. She has worked primarily at Fidelity Investments since 2022, with prior experience at Charles Schwab & Co., Inc. and Kohl's. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios across various platforms. The firm is also registered with the CFTC as a commodity pool operator and serves as an advisor to multiple registered investment companies and fund-of-funds.

Lucas Vasquez is a financial advisor with MassMutual Investors Services in San Antonio, TX. He holds Series 63 and Series 66 licenses and has five years of industry experience. His work history includes roles at Capital Strategies, AXA Advisors, and MassMutual Life Insurance Co. MassMutual Investors Services, LLC, a subsidiary of MassMutual, serves individuals, business owners, trusts, estates, charitable organizations, and employers by providing ongoing financial planning, asset management, and educational seminars. The firm’s planning approach involves annual, collaborative relationships using firm-approved software to deliver written recommendations, with implementation requiring separate arrangements.

Nicole Hughes is a Series 66 licensed advisor with Merrill in San Antonio, TX, and has 5 years of industry experience. She has been with Merrill and Bank of America since 2008. Outside of her advisory role, Hughes serves as a board member for the Barton Springs Conservancy, a charitable organization, where she assists with fundraising and strategic planning. Merrill 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, pension plans, corporations, and charitable organizations.

Kurt Von Buettner is a financial advisor with Edward Jones in Shavano Park, TX, holding CFP® and ChFC® designations and over 22 years of industry experience. Prior to joining Edward Jones in 2019, he worked at SWBC Investment Company and SWBC Investment Services LLC from 2015 to 2019. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies. The firm manages approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

Ali Fahr is a financial advisor with UBS Financial Services in San Antonio, TX, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with UBS since 1986. Outside of his advisory work, he participates as a member of a residential condo association. UBS Financial Services serves individual, corporate, and institutional clients through a broad range of brokerage and investment advisory services, utilizing proprietary research and model-based asset allocations to tailor financial plans. The firm combines institutional trading capabilities with wealth management offerings, providing comprehensive solutions across multiple asset classes and market functions.

Luis Testas is a First Vice President and International Wealth Advisor at Merrill Lynch Wealth Management. He began his career in the financial services industry in 1997, initially working at JPMorgan and its predecessors before joining Merrill Lynch in 2006. Luis offers financial services tailored to high net worth individuals, families, and business owners, focusing on areas such as portfolio management, retirement and education planning, securities-based lending, wealth transfer, legacy planning, and charitable giving. Luis holds a Bachelor's degree from Trinity University and professional designations including Certified Investment Management Analyst (CIMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). He is a member of the Investments & Wealth Institute® (The Institute) and the College for Financial Planning. His approach centers around identifying client goals and delivering appropriate solutions to help achieve them, emphasizing attentive and tailored service. Outside of his professional work, Luis enjoys spending time with his family, playing tennis, listening to music, playing acoustic guitar, golfing, ice hockey, skiing, and traveling.

Riley Rodman is a financial advisor at Fidelity with 11 years of industry experience. He holds Series 63 and Series 66 credentials and has been associated with various Fidelity entities since 2015. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, as well as registered investment companies, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction in its investment process. The firm also serves as a commodity pool operator and advises multiple registered investment companies, incorporating AI and established governance procedures in its operations.

Brent Mccrary is a Certified Financial Planner (CFP®) with 18 years of industry experience. He is currently affiliated with Osaic Wealth, Inc., where he has worked since 2023. Prior to that, he held roles at Royal Alliance Associates, Inc. and Jhfn Sii. Mccrary is also involved with Platinum Wealth Solutions of Texas LLC, where he provides sales and marketing of securities, investment advisory, and insurance products. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, employing asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage portfolios across multiple asset classes with both discretionary and non-discretionary options.

Ceceil Collins Pearcy is a financial advisor with J.P. Morgan Securities in San Antonio, TX, holding the Series 63 and Series 66 licenses and having six years of industry experience. Prior to joining J.P. Morgan in 2019, Pearcy worked at Ameriprise Financial Services. Outside of advising, Pearcy is a co-owner of Legacy Pine Investments LLC. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with affiliated brokerage and investment management capabilities.

Luke Peretti is a Series 66-licensed financial advisor with Fidelity Investments in San Antonio, TX. He has experience working at several firms, including Prolific and Hilltop Securities, and has held roles outside finance, such as with Aggieland Executive Transportation and Texas A&M University. He occasionally conducts research studies outside his primary advisory duties. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that integrates proprietary fundamental research with quantitative analysis and algorithmic portfolio construction. The firm also serves multiple registered investment companies and delivers model portfolios using systematic methodologies across various investment vehicles.

Carey Moy is a financial advisor with LPL Financial in San Antonio, TX, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has been with LPL Financial since 2006 and previously worked at Mass Mutual Investors Services. Moy is the patent holder and silent partner of a company that produces a patented promotional and retail product. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm supports its advisors with a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms.

Jason Porter is a Series 66-credentialed advisor at Merrill with 17 years of industry experience. He has been with Merrill since 2010. Outside of his advisory role, he holds a power of attorney fiduciary position related to client IRAs in San Antonio, Texas. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program for a range of clients including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers model-based and discretionary investment strategies developed by internal and third-party managers, along with comprehensive trading, account administration, and custody support.

Vijayakumari Kumarasamy is a financial advisor with Morgan Stanley in San Antonio, TX, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. She has worked at Morgan Stanley Private Bank, National Association since 2015 and has been with Morgan Stanley Smith Barney since 2009. Prior to that, she worked at Citigroup Global Markets starting in 1998. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers tailored financial planning and a broad range of advisory programs, utilizing structured planning tools and market models, and manages approximately $2.74 trillion in client assets.

Richard Weld II is a financial advisor at Edward Jones in Shavano Park, TX, holding a Series 66 designation. He has over six years of prior experience at Rackspace Hosting and four years at Frost Bank before joining Edward Jones in 2025. Edward Jones is a full-service wealth management firm serving more than 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, including separately managed accounts and affiliated mutual funds, supported by a nationwide network of over 23,700 financial advisors.

Steven Muldowney is a financial advisor with Ameriprise in San Antonio, TX, holding a Series 66 designation and five years of industry experience. He has been with Ameriprise and its affiliated entity since 2014. Outside of his advisory role, he is employed by DGW Worldwide, LLC, where he manages an advisory business. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement who meet specific asset criteria, providing written recommendation reports on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver personalized, algorithm-assisted advice through a centralized consulting team.

Walter Tramontin is a financial advisor with Morgan Stanley in San Antonio, TX, holding Series 63 and Series 65 designations and bringing 39 years of industry experience. He has been with Morgan Stanley since 2009, including 11 years at Morgan Stanley Private Bank, National Association. Outside of his advisory role, he is involved in event planning through Corporate Sports, etc LLC. Morgan Stanley Wealth Management provides advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. Its financial planning process uses structured discovery conversations and firm-approved tools but does not include individual security recommendations as part of standalone plans.

Adriana Espinoza is a financial advisor with Equitable Advisors in San Antonio, TX, holding Series 63 and Series 65 credentials and four years of industry experience. Prior to joining Equitable Advisors in 2022, she worked at Usaa and held various positions in education and tutoring. Equitable Advisors serves a diverse client base, including individuals, retirement plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives and third-party program sponsors.

Jessica Abrego is a financial advisor at LPL Financial with 26 years of industry experience. She holds Series 63 and Series 65 credentials. Her career includes roles at SWBC Investment Company, Advisor Group, Merrill Edge, Charles Schwab, and USAA Investment Services Company. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advice delivered through a network of investment adviser representatives using a variety of discretionary and non-discretionary strategies.

Brian Callahan is a financial advisor with RBC Capital Markets in San Antonio, TX, holding a Series 66 designation and 22 years of industry experience. He has worked with RBC Capital Markets Corporation since 2008. Outside of his advisory role, he serves on the boards of Landa Gardens, a local charity dedicated to garden development, and Planned Parenthood of San Antonio, where he provides financial recommendations related to endowment and general funds. RBC Wealth Management serves a broad client base including individual investors, institutions, corporations, and charitable organizations. The firm offers multiple advisory programs with tailored strategies based on clients’ risk profiles, utilizing both in-house and third-party investment managers and a range of portfolio management and financial planning services.

Muttalib Ibrahim is a financial advisor with Charles Schwab in San Antonio, TX, holding a Series 66 credential and 16 years of industry experience. His prior roles include positions at USAA Investment Management Company and its affiliated financial advisory and planning services. Outside of finance, he is also a working actor involved in feature films, primetime television, soap operas, commercials, and independent films. 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 offers a combination of non-discretionary advice and access to discretionary separately managed accounts, supported by multi-asset model portfolios and centralized operational infrastructure.