Kelly Finley is a financial advisor at Edward Jones with six years of industry experience. She has worked at Edward Jones since 2019 and previously held roles at Gunn Automotive Group, Landon Ridge Alamo Ranch - Sagora Senior Living, and Isle at Watercrest Alamo Ranch - Integrated Senior Living. She holds a Series 66 designation. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors. The firm offers a range of advisory programs, managed solutions, and affiliated investment products, operating under a fiduciary standard and supported by a network of approximately 23,701 financial advisors nationwide.

Korson Hastings is a financial advisor at Equitable Advisors holding a Series 66 designation with one year of industry experience. His prior experience includes roles at the University of Texas at Dallas and Trinity University. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, and charitable organizations by providing financial planning, retirement plan consulting, and a variety of asset-management programs. The firm utilizes a network of Investment Adviser Representatives and third-party asset managers to offer a range of investment solutions without sponsoring its own wrap fee program.

Griffin Colbert is a financial advisor with J.P. Morgan Securities in San Antonio, TX, holding Series 63 and Series 66 licenses. He has one year of industry experience, including prior roles at Fidelity Investments, Charles Schwab, and State Farm. Outside of finance, his background includes work in the food and service industry. 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 client investment decisions.

Raul Guerrero is a CFP® and Series 66-registered financial advisor with 18 years of industry experience. He is currently with Charles Schwab in San Antonio, TX, where he has worked since 2020. Prior to Schwab, he held various roles at USAA Investment Management Company and its affiliated entities from 2008 to 2020. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary and discretionary investment services supported by multi-asset model portfolios and centralized operational infrastructure.

Christopher Budde is a financial advisor with J.P. Morgan Securities in San Antonio, TX, holding Series 63 and Series 66 licenses and bringing seven years of industry experience. Prior to joining J.P. Morgan in 2019, he worked at Mcgill Airflow LLC and Panda Express, and he attended Abilene Christian University. 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 applying an ESG eligibility framework in its recommendations.

Ian Mobley is a financial advisor with J.P. Morgan Securities in San Antonio, TX. He holds Series 63 and Series 66 credentials and has one year of industry experience, including prior roles at Fidelity Brokerage Services LLC and Fidelity Investments. Outside of finance, he has experience in photography and small business ventures. J.P. Morgan Securities LLC primarily serves institutional clients and retirement plan sponsors through its Institutional Consulting Services program, providing investment consulting and advisory services with an emphasis on quantitative asset-allocation modeling and an ESG eligibility framework.

Ahmad Achmar is a financial advisor with J.P. Morgan Securities in San Antonio, TX, holding a Series 66 designation and 16 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and was previously with Chase from 2009. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through its Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering non-discretionary advisory services supported by an in-house manager solutions team and a centralized due diligence framework.

Richard Sosa is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked for Citigroup Global Markets and Citibank for 15 years. He is currently based in San Antonio, TX. J.P. Morgan Securities LLC 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 broker-dealer and investment adviser functions, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Wesley Taylor is a financial advisor with Raymond James Financial in San Antonio, TX, holding Series 63 and Series 65 licenses. He has one year of industry experience and has previously worked with Mutual of Omaha Insurance Company and Mutual of Omaha Investor Services. Outside of his advisory role, he serves as a worship leader at First Presbyterian Church. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and analytical tools designed to support client goals, and maintains specialized programs for municipal and public finance as well as employer retirement plans.

William Davis III is a financial advisor with LPL Financial in San Antonio, TX, holding Series 63 and Series 65 credentials and bringing 15 years of industry experience. His prior roles include positions at International Bank of Commerce, Air Force Federal Credit Union, Infinex Investments, and Avantax Advisory Services. Outside of advising, he is involved with DOUBLE D BAR RANCH, LLC, a business unrelated to investment services. 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 offers a range of advisory and brokerage services, including financial planning and institutional platforms, with investment approaches that include model portfolios, third-party subadvisors, and customized strategies.

Richard Sharp is a financial advisor at Osaic Wealth, Inc. with over 31 years of industry experience. He has held roles at Securian Financial Services and Securities America Advisors, among others. Sharp is also the owner of Symmetry Financial Solutions, an advisory and insurance business based in San Antonio, TX. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, corporations, and charitable organizations through a large network of affiliated advisors. The firm provides integrated brokerage and advisory services, using various asset-allocation tools and third-party platforms to manage portfolios across multiple investment types.

Charlie De Leon is Vice President and Financial Consultant at Fidelity Investments. He has been with Fidelity since 1998, progressing through roles including Fidelity Representative I, Financial Representative II, and Financial Consultant. Prior to joining Fidelity, he held financial representative positions at US Global Investors and Morgan Stanley. Charlie focuses on helping clients identify and articulate their financial goals, guiding them through complex financial planning processes to build customized plans and manage risks. He emphasizes ongoing client engagement, regularly reviewing plans to ensure alignment with clients' evolving needs and preferences, and collaborates with teammates and business partners to provide responsive customer service. Outside of his professional work, Charlie has personal interests in cars, comedy, golf, music, tennis, and traveling.

Catherine Bruce is a financial advisor with Ameriprise in Bulverde, TX, holding a Series 66 designation and 18 years of industry experience. She previously worked at RBC Capital Markets Corporation for 11 years before joining Ameriprise in 2019. Outside of her advisory role, she has involvement in non-investment-related real estate ownership. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis delivered through a centralized consulting team alongside its broad advisory and insurance offerings.

Richard Walters Jr. is a financial advisor at Fidelity with five years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Fidelity Investments since 2022, with prior roles at The Vanguard Group and the Arizona State Retirement System. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction across a range of mutual funds, ETFs, and ETPs.

Lisa Martinez is a financial advisor with Fidelity who holds Series 63 and Series 65 designations and has 12 years of industry experience. She previously worked at Sendero Wealth Management, LLC for six years before joining Fidelity Brokerage Services LLC and then Fidelity Investments. Outside of her advisory work, Martinez serves as president of her local neighborhood homeowners association in San Antonio, Texas. 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 a broad array of portfolios, including funds-of-funds and model portfolios.

Matthew Merrill is a financial advisor with J.P. Morgan Securities in San Antonio, TX. He holds Series 63 and Series 66 licenses and has one year of industry experience. Prior to joining J.P. Morgan Securities, he worked at United Parcel Service for seven years and has additional experience at Oak Hills Country Club and Walmart. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. Their approach combines quantitative asset-allocation modeling with centralized due diligence, incorporating an ESG eligibility framework when recommending investment strategies.

Ronnie Higgs is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. He holds a Series 66 designation and has worked at various firms including USAA, Fisher Asset Management, Coinbase, Robinhood Markets, and Liberty Mutual. He has also been employed by JPMorgan Chase Bank and J.P. Morgan Securities during multiple periods. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework in its recommendations.

David Spellman is a financial advisor with LPL Financial in San Antonio, TX, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. His prior work includes roles at Money Concepts Capital Corp and Snap Financial, along with operating his own agency, David Spellman Agency, since 2014. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a wide range of financial planning and investment management solutions supported by various model portfolios, third-party subadvisors, and technology tools.

Pamela Talamantez is a financial advisor with Wells Fargo Clearing in San Antonio, Texas, holding Series 63 and Series 66 designations and 15 years of industry experience. Her prior roles include positions at Turtle Creek Wealth Advisors, Merrill, Chalice Capital Partners, Texas Capital Bank Private Wealth Advisors, Raymond James Financial Services, and Morgan Stanley. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and a range of brokerage and advisory solutions. The firm manages approximately $671 billion in assets and uses research-based, diversification-focused investment approaches.

Jose Ramos is a financial advisor with J.P. Morgan Securities in San Antonio, TX, holding a Series 66 designation and eight years of industry experience. He has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2018 and was previously employed with JPMorgan Chase & Co. from 2009 to 2018. Outside of finance, he performs as a musician in a local band. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework in its recommendations.