Robert Kinnally Jr. is a financial advisor with OSAIC based in San Antonio, TX, holding Series 63 and Series 65 licenses with 25 years of industry experience. He previously worked at Lincoln Financial Securities Corporation for 17 years before joining OSAIC in 2025. Outside of his advisory role, Kinnally serves as an investment committee member for the Congregation of the Sisters of Charity of the Incarnate Word and participates on the Capital Campaign Committee of Antonian College Preparatory High School. OSAIC serves a diverse client base, including retail and institutional investors, offering integrated brokerage and advisory services through a large network of affiliated advisors. The firm utilizes advanced asset allocation tools and multiple investment platforms to provide tailored portfolio management and access to a wide range of investment products.

Thomas Fitzsimmons is a financial advisor at Morgan Stanley with 41 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. He holds Series 63 and Series 65 credentials. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that utilizes firm-approved tools and modeling techniques.

Tito Shane is a financial advisor with Wells Fargo Advisors in San Antonio, TX, holding the Series 63 and Series 66 designations and bringing 12 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC before joining his current firm. Outside of his advisory role, he provides bookkeeping services for a family logistics business and owns Shane Wealth Management LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients with a broad range of financial planning and investment services. The firm offers tailored recommendations supported by proprietary research and planning tools, with planning engagements that are generally discrete and optional for implementation through various brokerage or advisory programs.

Zachary Clark is a CFP® professional with 14 years of experience in the financial advisory industry. He is currently with Cetera and has worked with affiliated entities since 2011. Outside of his advisory role, Clark is a partner and treasurer in several non-investment businesses, including mining and technology distribution companies, and serves as treasurer for a women's ministry organization. Cetera Investment Advisers LLC is an SEC-registered firm that provides a range of advisory services through a nationwide network of independent advisors. The firm serves individual and institutional clients using a multi-manager platform offering discretionary and non-discretionary portfolio management, financial planning, and access to various third-party money managers.

Albert Steves V is a financial advisor with Morgan Stanley in San Antonio, TX, holding Series 63 and Series 65 designations and bringing 38 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and with Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he serves on the Board of Directors for the Texas Cavaliers and is a member of the investment committee at St. Mark’s Church in San Antonio. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a range of advisory programs to individuals and institutions, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and offers both direct client services and corporate financial planning agreements.

Victor Oelsen is a financial advisor at RBC Capital Markets with 42 years of industry experience. He holds Series 63 and Series 66 designations and has been with RBC Capital Markets Corporation since 2008. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, and brokerage services, utilizing both in-house and third-party investment managers to tailor strategies to clients' risk profiles.

Andrea Arechandieta is a financial advisor at Merrill with 10 years of industry experience. She holds a Series 66 designation and has previously worked at Morgan Stanley and UBS Financial Services. Andrea is currently based in San Antonio, TX. 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 strategies for individuals, high-net-worth clients, and institutions.

Jerrod Fraser is a financial advisor at Wells Fargo Advisors in San Antonio, TX, holding a Series 66 designation with 16 years of industry experience. He has been with Wells Fargo entities since 2016, including nine years at Wells Fargo Clearing and one year at Wells Fargo Advisors LLC prior to his current role. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services tailored to clients who meet a net-worth threshold, using proprietary research and tools to develop customized recommendations.

Christopher Kleberg is a financial advisor with Merrill in San Antonio, TX, holding a Series 66 designation and six years of industry experience. He has held roles at Bank of America, Merrill, PlainsCapital Bank, Crockett National Bank, and Capital Bank SSB. Outside of his advisory work, Kleberg serves as a director for King Ranch Inc., a privately owned family business with diversified agricultural operations, and contributes to the Caesar Kleberg Foundation, a charitable organization funding environmental research. 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 strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Eric Fenn is a financial advisor with Raymond James Financial Services Advisors, Inc. and has 25 years of industry experience. He previously worked at Edward D. Jones for 21 years and is currently involved with Oak Crest Advisors and Dominion Wealth and Retirement in Helotes, TX. He holds Series 63 and Series 66 credentials. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual and high-net-worth clients, institutions, and charitable organizations. The firm employs non-discretionary planning and risk profiling tools to tailor recommendations and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Allyn Edwards is a financial advisor at LPL Financial with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at LPL Financial since 2018. Prior to that, he was with Kovack Advisors Inc. and Kovack Securities Inc. for over a decade. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services through a large network of advisors, utilizing both proprietary and third-party strategies.

David DeCorrevont is a Financial Consultant at Fidelity Investments, a position he has held since 2025. Prior to this role, he served as a Financial Consultant I at Fidelity from 2024 to 2025. Before joining Fidelity, David worked as a Financial Advisor at Robert W. Baird & Co. Inc. from 2018 to 2024 and started his career there as a PWM Foundations Associate from 2016 to 2018. David focuses on providing personalized, hands-on service tailored to each client's unique needs, emphasizing thoughtful planning and clear communication. He prioritizes building relationships and helping clients define meaningful financial goals with clarity and confidence. Outside of his professional work, David has interests in fitness, football, outdoor adventures, parenthood, scuba diving, and skiing.

Kenton Copeland is a financial advisor with Ameriprise in San Antonio, TX, holding a Series 63 credential and 33 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, Copeland manages office operations for his Ameriprise financial advisor franchise and serves as a managing member or co-owner in family investment entities focused on managing family-held investments. 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 annual advice focused on dependable income and tax-aware withdrawal strategies.

Jonathan Barrera is a financial advisor at Edward Jones based in San Antonio, TX, with 11 years of industry experience. He holds a Series 66 designation and previously worked at Bank of America and Merrill from 2014 to 2020. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,000 advisors.

Joseph Ward is a financial advisor with Morgan Stanley in San Antonio, TX, holding Series 63 and Series 66 credentials and bringing 20 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and was previously with Citigroup Global Markets Inc. since 2008. Morgan Stanley Wealth Management serves individual and institutional clients by offering a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through Corporate Financial Planning agreements.

John Duda Jr. is a CFP® and ChFC® with 10 years of industry experience, currently serving as a financial advisor at Edward Jones since 2015. Prior to his career in finance, he served in the United States Air Force and is now retired from active duty. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs including discretionary and non-discretionary wrap fee strategies. The firm manages approximately $1.01 trillion in assets and supports its services through a large network of financial advisors and branch offices nationwide.

Todd Braulick is a financial advisor with Merrill in San Antonio, TX, holding a Series 66 designation and 11 years of industry experience. He has been with Merrill and Bank of America since 2011. Outside of his advisory role, he is a co-owner of Mountain Panther LLC, a rental property management business. Merrill, along 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 individuals, high-net-worth clients, and institutions.

Heather Wineinger is a financial advisor with Morgan Stanley in San Antonio, Texas, holding a Series 66 license and 15 years of industry experience. She has been with Morgan Stanley Smith Barney since 2010. Outside of her advisory role, she owns Denali Custom Homes, LLC, a home building and remodeling business. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and employs firm-approved planning tools to support client financial plans.

Thomas Pfeiffer is a financial advisor at Fisher Investments with 15 years of industry experience. He holds the Series 65 designation and has been with Fisher Investments since 2007. Fisher Investments serves a global mix of institutional and private clients, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment approach that combines quantitative and qualitative research to construct globally diversified portfolios and offers various sub-advisory and retirement plan services.

Joseph Charlton is a financial advisor with Osaic in San Antonio, TX, holding Series 65 and Series 63 licenses and 35 years of industry experience. His prior roles include positions at Lincoln Financial Securities, NEXT Financial Group, JPMorgan Chase Bank, USAA Investment Management Company, and Fidelity Investments. Charlton is also the OSJ Supervisory Principal for RDK Advisors LLC, where he manages operations, compliance, and advisor support. Osaic Wealth, Inc. serves both retail and institutional clients through a large network of affiliated advisers, offering brokerage and advisory services, financial planning, and managed account solutions. The firm employs a range of asset-allocation tools and third-party platforms to support diversified investment strategies with discretionary or non-discretionary management.