Jeffery Bruton is a Series 66 licensed financial advisor with Edward Jones in San Antonio, TX, and has three years of industry experience. Prior to Edward Jones, he worked at Twin Eagle Solutions, Blackstar Fiber, Apache Corporation, and Oncor Electric Delivery. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

Shelby Bracho is a Financial Advisor affiliated with Merrill Lynch Wealth Management. In this role, Shelby collaborates directly with clients to develop personalized investment strategies aligned with their individual goals and life circumstances. Shelby provides ongoing advice and works to adapt clients' portfolios as their situations evolve. Shelby specializes in helping clients manage a variety of financial priorities, including purchasing a home, saving for education, caring for elderly family members, and planning for healthcare needs. Shelby holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) professional designations. Shelby earned a Bachelor's Degree from the California State University System.

Giovanni Corona Hernandez is a financial advisor at Merrill with one year of industry experience. He holds a Series 66 designation and has been with Merrill since 2018, also working at Bank of America, N.A. since 2025. Outside of his advisory role, he serves as a director of Limitless Education Inc., where he assists with college readiness and outreach initiatives. 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 a range of clients including individuals, high-net-worth clients, and charitable organizations.

Javier Gonzalez Jr. is a financial advisor at J.P. Morgan Securities with 19 years of industry experience. He holds Series 63 and Series 65 licenses. His prior experience includes roles at BBVA Wealth Solutions, BBVA Securities, BBVA Compass Insurance Agency, Wells Fargo Clearing, and USAA Financial Planning Services. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on tailored asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process integrates quantitative and qualitative research and may incorporate ESG frameworks.

James Eller is a financial advisor with LPL Financial in San Antonio, TX, holding a Series 63 designation and bringing 40 years of industry experience. Before joining LPL Financial in 2022, he worked at Wells Fargo Clearing from 2016 to 2022. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, 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 various model portfolios, third-party subadvisors, and customized strategies.

Steven Damiani is a financial advisor with Raymond James Financial Services Advisors, Inc. in San Antonio, TX, holding Series 66 and Series 63 credentials and bringing 36 years of industry experience. He serves as Vice President and Officer at Security Service Federal Credit Union, where he manages the credit union’s investment program. Prior to joining Raymond James, his experience includes roles at Emerson Equity LLC and SENSUS Wealth Management Group, LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutions. The firm offers tailored, non-discretionary planning and supports municipal and public finance advisory work, with specialized programs like SIMPLE IRA Employer Advisory & Consulting Services.

Joseph Dubrof is a financial advisor at Morgan Stanley with 30 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Morgan Stanley since 2009, including time with Morgan Stanley Private Bank, National Association. Outside of his advisory role, he is involved in private investments and serves as managing partner or president of several investment-related entities. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutional clients, emphasizing tailored financial planning supported by firm-approved tools and structured discovery conversations. The firm manages approximately $2.74 trillion in client assets and provides both direct and employer-sponsored financial planning services.

Luis Hernandez is a financial advisor at Morgan Stanley with 16 years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Morgan Stanley in 2024, he worked at Frost Investment Services, Frost Brokerage Services, and Frost National Bank. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools to support its advisory process.

Christopher Flannery is a financial advisor with Merrill in San Antonio, TX, holding Series 63 and Series 66 designations and over 29 years of industry experience. He has been with Merrill since 1992. Outside of his advisory role, he serves on several advisory boards, including the San Antonio College Financial Management Services Committee and the San Antonio Sports Foundation. 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 plans, corporations, and charitable organizations.

Jacqueline Murie Garcia is a financial advisor at Morgan Stanley in San Antonio, TX, holding a Series 66 designation. She has five years of experience at Morgan Stanley and previously worked five years at Capital Group. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individual and institutional clients, offering tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and delivers planning services both directly and through corporate agreements.

Patricia McGurn is a financial advisor with Primerica Advisors in San Antonio, TX, holding Series 63 and Series 65 credentials and 29 years of industry experience. She has been with Primerica Advisors since 1998 and operates R-McGurn & Assoc. Inc., a firm formed solely for Primerica business purposes. McGurn also engages in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors manages a wrap-fee asset management program serving primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm employs model-delivery strategies from unaffiliated asset managers and provides custody and trade execution through Pershing, overseeing approximately $15.5 billion in assets under management.

Maureen Garcia is a financial advisor with Primerica Advisors in San Antonio, TX, holding Series 65 and Series 63 credentials and nine years of industry experience. Her background includes roles in healthcare and wellness sectors, such as positions at Normandy Terrace, Ensign Parklane West Healthcare Center, and Terrific Massage & Wellness. Primerica Advisors sponsors and manages a wrap-fee asset management program primarily serving individual investors, including non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with thousands of advisors and offices, delivering advisory services through model-based strategies managed by unaffiliated asset managers.

Nicholas Agostino is a CFP® professional affiliated with Cetera, based in San Antonio, TX, with 15 years of industry experience. His career includes roles at multiple Cetera entities since 2015 and prior work at T. Rowe Price Advisory Services. He serves as a FINRA arbitrator on an as-needed basis. Cetera Investment Advisers LLC is an SEC-registered adviser serving a wide range of clients, including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services and operates a multi-manager platform that provides access to both affiliated and third-party managers.

Ashleigh Henderson is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. She has worked at Merrill since 2022 and also has experience with Bank of America and in the fitness and hospitality industries. Merrill, along with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions Program. The firm provides model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

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 65 and Series 63 licenses and bringing 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 American Funds for six years, among other roles. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including households of varying net worth, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a wide range of advisory strategies and affiliated investment products through a nationwide network of financial 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.