Ashleigh Henderson is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. Her prior work includes roles at Bank of America and Camp Gladiator. 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, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Harold Leonard is a financial advisor at Thrivent Investment Management with 19 years of industry experience. He holds the Series 66 designation and has worked with Thrivent Financial For Lutherans and Thrivent Investment Management since 2007. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based analyses covering a wide range of planning topics, combining planning with managed-account programs under a consolidated billing option while keeping the services separate.

Samuel House is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has worked at Morgan Stanley and its affiliated entities since 2009. Outside of his advisory role, he serves as a board member for the Lutheran Foundation of Texas, a charitable organization. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, including customized financial planning supported by firm-approved tools and investment strategies. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through employer-sponsored agreements.

Julia Petersen is a financial advisor with Edward Jones in Helotes, TX, holding Series 63 and Series 65 licenses and 14 years of industry experience. Prior to joining Edward Jones in 2026, she worked at Capital Group / Capital Client Group, Inc. for five years and at American Funds for six years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including non-high-net-worth and high-net-worth households. The firm offers a range of advisory programs and investment strategies, operates under a fiduciary standard, and has a large national network of advisors and branch offices.

Genoveva Luna is a financial advisor with Morgan Stanley in San Antonio, Texas, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. She has been with Morgan Stanley Smith Barney since 2010. Outside of her advisory role, she is involved with Elite Marine Upholstery, a boat upholstery and canvas repair business owned by her spouse. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and market-based models to assist clients in developing financial plans.

Jay Hutcherson is a financial advisor at Ameriprise in San Antonio, TX, holding Series 63 and Series 66 licenses with 20 years of industry experience. He has been with Ameriprise and its related entities since 2008, with a brief gap in 2025. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning based on proprietary research, third-party data, and algorithmic tools.

Karesse Bradley is a financial advisor at LPL Enterprise with the ChFC® designation and Series 63 and 66 licenses. She has four years of industry experience, including prior roles at Capital Group, BOK Financial, Vanguard, New York Life, State Farm, Western Governors University, and Edward Jones. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities, employing model-driven portfolio management and offering access to third-party asset managers and financial planning.

Susana Torres is a financial advisor at Edward Jones with 24 years of industry experience. She holds the Series 63 and Series 65 designations and has worked previously at firms including Victory Capital Management, Fidelity Brokerage Services, Charles Schwab, and USAA Financial Advisors. Outside of her advisory role, she is involved in a secondhand sales business in San Antonio. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of advisory programs and investment solutions, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.

Anne Hamon is a Series 66-licensed financial advisor with Wells Fargo Clearing in San Antonio, TX. She joined Wells Fargo in 2026 and has prior experience at WellMed Medical Management, Valero Energy Corporation, PwC, and the University of Notre Dame. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Terry Howard is a financial advisor at Ameriprise with 34 years of industry experience. He has been with Ameriprise and its related entities since 2005. Howard serves on the Board of Directors for The Ranches at Buck Ridge HOA. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning that includes written recommendation reports and ongoing tax-aware withdrawal strategies. The firm’s approach integrates proprietary research and third-party data, with investment recommendations often tied to its affiliated product ecosystem.

Hector Nino is a Wealth Management Advisor with Merrill Lynch Wealth Management. He utilizes the wealth planning process to develop financial strategies focused on clients' goals and objectives. His approach includes implementing, reviewing, and communicating the effectiveness of these strategies and making adjustments as needed. Hector specializes in assisting families, individuals, and business owners in creating robust, long-term financial plans. Through a detailed discovery process, he helps clients articulate and prioritize their short and long-term goals, factor in risk tolerance, time horizons, and liquidity needs, and build strategies tailored to each objective. His services encompass education planning, family wealth management strategies, legacy planning, personal retirement planning, portfolio management, small business strategies, individual and corporate investment strategy, and tax minimization. He holds a Bachelor's Degree from the University of Texas at Austin and has earned professional designations including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Hector is a member of professional organizations such as the Financial Planning Association, HeartGift San Antonio, Rotary International, St. Peter St. Joseph's Children's Home, and The Texas Exes Alumni Association.

Lauren Mackrell is a financial advisor at Edward Jones with three years of industry experience. She holds a Series 66 designation and has worked at Edward Jones since 2022. Her prior experience includes roles at Southwestern University and Clubs of Cordillera Ranch. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of over 23,000 financial advisors and 15,000 branch offices.

Mark Lopez is a CFP®-designated financial advisor with 28 years of industry experience, currently with Charles Schwab. His prior roles include extensive tenure at USAA Financial Advisors Inc. and related companies from 2003 to 2020. He is based in Helotes, TX. 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, leveraging multi-asset model portfolios and centralized operational infrastructure.

Diann Montemayor is a Series 66-licensed financial advisor with Merrill in San Antonio, TX, with three years of industry experience. She previously worked for six years at Antonian College Preparatory High School before joining Merrill. 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.

Raul Riojas is a Client Experience Advisor at Merrill Lynch Wealth Management. In this role, he works directly with clients to assess their current financial situations and introduce solutions available through Merrill and Bank of America. He aims to empower clients with knowledge and tools to manage their financial lives effectively. With expertise in helping clients address various financial priorities—such as purchasing a home, saving for college, caregiving, and healthcare planning—Raul collaborates one-on-one to define goals and select portfolio strategies suited to individual needs. He provides ongoing advice to adapt portfolios as clients' circumstances evolve. Raul holds the Personal Investment Advisor (PIA) designation. He earned his high school diploma from William Taft and attended Baylor University without obtaining a degree.

Rogelio Torres Jr. is a financial advisor with Ameriprise, holding a Series 66 designation and five years of industry experience. He previously worked at Raymond James & Associates and JPMorgan Chase & Co. Outside of his advisory role, he is involved in managing an advisory business through a dual advisor program with RBFCU. Ameriprise provides retirement-income planning services targeting individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to generate tailored recommendations delivered in partnership with its financial advisors. The firm also offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Aracely Corpus is a financial advisor with LPL Financial in San Antonio, TX, holding Series 63 and Series 65 credentials and four years of industry experience. Her background includes roles at Waddell & Reed, Inc., Albert Torres, and Northside Independent School District. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by extensive technology and a broad network of advisors.

Thayer Rogers is a financial advisor with Fidelity Investments based in San Antonio, TX, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His tenure at Fidelity spans multiple entities since 2013, including Fidelity Personal and Workplace Advisors and Fidelity Investments. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and manages multiple registered investment companies and fund-of-funds.

Paul Renfro is a financial advisor with LPL Financial in San Antonio, TX, holding a Series 66 designation and bringing four years of industry experience. He previously worked at First Allied Securities, Inc., Lone Star Bullion, and CollegePlus/Lumerit. 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 delivered through a large network of investment adviser representatives using various strategies, including model portfolios and third-party subadvisors.

Lara Tyree is a financial advisor at Morgan Stanley in San Antonio, TX, with 28 years of industry experience. She holds Series 63, 65, and 66 licenses. Her prior experience includes roles at Bank of America, Merrill, and JPMorgan Securities LLC. Outside of advising, she is a partner involved in a real estate business in San Antonio. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a range of advisory programs, including tailored financial planning that uses firm-approved tools and economic modeling techniques.