Virginia Stukkie is a financial advisor at Charles Schwab with 14 years of industry experience and holds a Series 66 designation. Her previous experience includes roles at Waddell & Reed, Inc. and Pontem LLC. She serves as president of the Parent Teacher Student Association of Texas. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering both non-discretionary and discretionary investment solutions supported by multi-asset model portfolios and centralized operational infrastructure.

Armando Castillo II is a Series 66 licensed financial advisor with four years of industry experience. He is currently with J.P. Morgan Securities in San Antonio, Texas, having also worked at USAA Life Company and New York Life. Prior to his financial services career, he held positions at Uber and HEB Foods. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. Its advisory process combines quantitative and qualitative research and includes broader derivatives and commodities capabilities.

Robert Cadena Jr. is a financial advisor with LPL Financial in San Antonio, TX, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. His prior roles include positions at Invest Financial Corp., KCM & Associates, and Mass Mutual Investors Services. Outside of his advisory work, he owns OLRAC, LLC, a business entity used for tax and investment purposes. 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 a range of financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and customized strategies delivered through a large network of advisors.

Philip Stevens is a financial advisor at Wells Fargo Advisors in San Antonio, TX, with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Morgan Stanley and Citigroup Global Markets. Stevens is also co-owner of Abundant Blessings Wealth Management LLC, a separate financial planning practice. Wells Fargo Advisors Financial Network offers investment and financial planning services to individuals, trusts, and institutions, utilizing proprietary research and planning tools. The firm provides a broad range of planning options, including specialized services such as business-owner transition and special-needs planning.

Matthew Hester is a financial advisor with Edward Jones in Bulverde, Texas, holding a Series 66 designation and eight years of industry experience. He previously worked at EAN Holdings from 2005 to 2018 before joining Edward Jones, where he has been since 2018. Hester serves as Vice Chairperson of the Board at the Bulverde Spring Branch Activity Center, participating in board meetings, executive director interviews, and fundraising efforts. 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 solutions supported by a large network of advisors and branch offices nationwide.

Nicholas Valenti is a financial advisor with Osaic in San Antonio, TX, holding Series 63 and Series 65 licenses and having 17 years of industry experience. He worked at Signator Investors Inc for nine years before joining Osaic in 2018. Valenti is also involved with Platinum Wealth Solutions of Texas, LLC, where he engages in sales and marketing of securities, investment advisory, and insurance products. Osaic Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform that offers brokerage and advisory services across various programs, including comprehensive financial planning and managed portfolios. The firm emphasizes model-based asset allocation and portfolio optimization, supporting both discretionary and advisor-managed strategies, and is notable for its scale, recent consolidation, and complex affiliate network.

Yoshia Hence is a financial advisor with Cetera, holding the ChFC® designation and Series 63 and 66 licenses, with 11 years of industry experience. Prior to joining Cetera, he worked at Foresters Financial and had roles at Lyft and Uber. He serves as the alumni chapter secretary for the University of Alabama National Alumni Association in San Antonio. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, retirement plan, charitable, and institutional clients through a nationwide network of independent advisors. The firm provides portfolio management, financial planning, retirement services, and access to third-party money managers, operating a multi-manager platform with diverse program options and custodial relationships.

Amanda Collins is a CFP® with seven years of industry experience, currently affiliated with Wells Fargo Clearing since 2016. She holds a Series 66 license and serves as a notary public in Victoria, TX. Collins is also a co-owner of Collins Cottages LLC, a business involving rental property management. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute.

Blake Biddle is a financial advisor with UBS Financial Services in San Antonio, TX, holding a Series 66 credential and eight years of industry experience. Prior to joining UBS in 2025, he worked at Morgan Stanley and Morgan Stanley Private Bank from 2017 to 2025. Before entering the financial industry, he was a professional golfer from 2015 to 2017. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, including fee-based financial planning and discretionary portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor strategies to clients' goals and risk tolerances.

Michael Gulker is a financial advisor with Cetera who holds Series 63 and Series 66 licenses and has 12 years of industry experience. His prior roles include positions at Foresters Financial Services and Kestra Advisory. Outside of his advisory work, he serves as an assistant hitting instructor at Batting Lanes 210. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management and consulting services delivered via a multi-manager platform with access to affiliated and third-party managers and diverse program structures.

Andy Jamieson is a Financial Consultant at Fidelity Investments, where he has been working since 2021. He assists clients and their families in growing and protecting their wealth, making investment decisions, and simplifying their financial lives. Andy aims to build strong relationships with his clients based on trust, reliability, and competency. Andy has extensive experience in the financial industry, having held roles such as Investment Consultant and Investment Solutions Representative at Fidelity Investments from 2018 to 2021, and Financial Advisor at AXA Equitable from 2016 to 2018. His background reflects a consistent focus on investment and financial advisory services. Outside of his professional work, Andy engages in family activities, social events with friends, and volunteering.

Jeffrey Bowers is a financial advisor at Morgan Stanley in San Antonio, TX, holding a Series 66 designation with 10 years of industry experience. He previously worked at JPMorgan Securities LLC for five years before joining Morgan Stanley in 2021. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a wide range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and proprietary investment models to support its advisory process.

Christopher Mata is a Financial Consultant at Fidelity Investments, a position he has held since 2015. In this role, he partners with clients to develop and implement financial plans using a variety of financial planning tools and investment options available at Fidelity. He focuses on wealth planning and aims to help clients work toward achieving their financial goals while providing customer service. Christopher has a broad background in financial services, with experience dating back to 2002. Prior to his current role, he held positions including Investment Representative and Relationship Manager at Fidelity Investments, Account Executive at JP Morgan Chase Private Bank, Personal Banker at Chase Bank, and Financial Advisor at American Express Financial Advisors. Outside of his professional work, Christopher enjoys family activities, fitness, exploring food, hiking, and traveling.

Brock Brower is a financial advisor with Ameriprise in San Antonio, TX, holding a Series 66 designation and 26 years of industry experience. He has worked with Ameriprise and its affiliates since 2000. Outside of advisory services, he is involved in managing business operations and owns several real estate and property management entities. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized retirement income service that provides written recommendation reports and ongoing tax-aware withdrawal planning for clients approaching or in retirement.

Robert Willis Jr. is a financial advisor at Edward Jones in San Antonio, TX, holding a Series 66 designation with seven years of industry experience. He has been with Edward Jones since 2019. Outside of his advisory role, he serves as a part-time Community Minister at Oak Hills Church, where he supports community group activities and campus classes. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Charles Morales is a financial advisor based in San Antonio, TX, affiliated with Morgan Stanley. He holds Series 63 and Series 66 licenses and has 25 years of industry experience. His prior experience includes roles at Wells Fargo Clearing, Securian Financial Services, and Charles Schwab. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients. The firm offers a range of advisory programs and financial planning services that utilize structured discovery processes and firm-approved tools.

Eric Zeitler is a financial advisor with LPL Financial in San Antonio, TX, holding Series 63 and 65 licenses and possessing 25 years of industry experience. His prior roles include positions at SPC, Sigma Financial Corporation, B. Riley Wealth Management, and Alamo Asset Advisors. He also manages Eric Zeitler Investments LLC, a business entity used for tax and investment purposes. 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 with a focus on customizable investment strategies and operates one of the largest networks of investment adviser representatives in the industry.

David Cortez is a financial advisor at J.P. Morgan Securities in San Antonio, TX, holding Series 65 and Series 63 licenses with three years of industry experience. Prior to joining J.P. Morgan Securities in 2026, he worked at Fidelity Investments for three years and has held positions at KeyBank, Westerra Credit Union, and Frost Bank. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, offering non-discretionary, written asset allocation advice and customized performance reporting supported by centralized due diligence and a combination of quantitative and qualitative research.

Francisco Gonzalez is a financial advisor at Charles Schwab with 23 years of industry experience. He holds a Series 66 designation and has worked at Charles Schwab since 2019, including time at Charles Schwab Bank, SSB. His prior experience includes roles at CUSO Financial Services, LP and University Federal Credit Union. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. Schwab’s integrated model combines non-discretionary advisory services with access to discretionary separately managed accounts and alternative investment options.

Elwyn Godsey is a financial advisor with Primerica Advisors in San Antonio, TX, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been associated with Primerica Financial Services and PFS Investments Inc. since 1984 and has also worked at the Godsey/Martin Law Firm since 2012. In addition to advisory work, he is involved in sales of home security and automation products through affiliated companies. Primerica Advisors manages a wrap-fee asset management program serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm uses model-delivery strategies developed by unaffiliated asset managers and offers discretionary separately managed accounts supported by BNY Mellon Advisors and Pershing.