Adriana Estevez is a financial advisor with Morgan Stanley in San Antonio, TX, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. She has been with Morgan Stanley Smith Barney since 2011. Outside of her advisory role, she operates a sole proprietorship unrelated to investment activities. Morgan Stanley Wealth Management serves both individual and institutional clients, providing tailored financial planning and a range of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs structured financial planning processes supported by firm-approved tools and methodologies.

Candace Burkett is a financial advisor with Raymond James & Associates in San Antonio, TX, holding Series 63 and 66 licenses and 17 years of industry experience. She has worked at several notable firms, including Morgan Stanley, Citigroup, and JPMorgan Securities. Burkett is also the sole proprietor of Arrowhead Bookkeeping, LLC, an accounting and bookkeeping business. Raymond James & Associates is a large dually registered broker-dealer and investment adviser serving a broad client base, including individuals, institutional clients, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, supported by a nationwide adviser network and a diverse range of portfolio management styles.

Javier Acosta Geraldino is a financial advisor with Edward Jones in San Antonio, TX, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at CITIGROUP and JPMorgan Chase. 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 national network of financial advisors and branch offices.

Jose Monterroso is a financial advisor at Fidelity with four years of industry experience. He holds the Series 63 and Series 66 licenses. Prior to joining Fidelity, Monterroso held roles at Brick House and Garden Bar and Bistro. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm uses a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from a diverse range of mutual funds, ETFs, and ETPs.

Michael Garza is a financial advisor at Edward Jones in San Antonio, TX, holding a Series 66 designation with three years of industry experience. Before joining Edward Jones in 2022, he worked at Vogt Auctions for one year and managed Cristina's Coins & Jewelry, Inc. for over three decades. He is also the owner of Boogie Bear Invitations, LLC, a party invitation and decor business. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions with a nationwide network of over 23,700 advisors.

Matthew Bauer is a financial advisor at Edward Jones in Schertz, TX, holding Series 63 and Series 66 licenses with four years of industry experience. His prior work includes roles at KGI Wireless, Primerica Financial Services, Texstar Enterprises, GW Communications, and Verizon Communications. Outside of his advisory work, he serves as the Senior Umpire for the Buffalo Valley Youth Association, organizing softball umpire schedules and officiating games. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory strategies and affiliated investment products, operating under a fiduciary standard and maintaining a large nationwide network of financial advisors and branch offices.

David Snelling is a financial advisor at Ameriprise with 40 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Ameriprise offers a retirement-income planning service tailored for individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to provide non-discretionary recommendations through a centralized consulting team.

Jorge Camero is a financial advisor with J.P. Morgan Securities in New Braunfels, TX, holding Series 63 and Series 66 credentials and bringing 17 years of industry experience. His prior roles include positions at Victory Capital Management, Uber, and The Prudential Insurance Company of America. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines institutional advisory operations with affiliated brokerage and investment management capabilities, offering non-discretionary investment recommendations supported by an in-house manager solutions team and a centralized due-diligence framework.

Patrick Schultz is a financial advisor with Primerica Advisors in San Antonio, TX, holding Series 65 and Series 63 licenses and bringing 26 years of industry experience. His career includes roles at Harlandale Independent School District and Pfs Investments Inc. He has worked with Primerica Financial Services since 1999. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm operates at scale with nearly 3,700 financial advisors and approximately $15.5 billion in assets under management, offering advisory services primarily through model-delivery strategies created by unaffiliated asset managers.

Cedric Edwards Sr. is a financial advisor with LPL Financial with 26 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Edward Jones for 22 years and Stifel Independent Advisors for four years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and diverse investment strategies.

Ben Pruett is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2001. He has been with Fidelity Investments since 1993, beginning as a Financial Representative III before advancing to his current role. With over two decades of experience at the firm, he works with clients to assist them in pursuing their financial goals. Ben emphasizes building long-term relationships with his clients and their families, recognizing that each client has unique circumstances and needs. He utilizes the breadth of resources available at Fidelity to support his clients effectively. No information about his education, credentials, personal interests, or community involvement has been provided.

Michael Jordan is a financial advisor at Edward Jones with 15 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, as well as affiliated mutual funds and other specialized services under a fiduciary standard.

Jorge Burgos is a Financial Advisor with Merrill Lynch Wealth Management. He holds the designation of Personal Investment Advisor (PIA) and has over 12 years of experience in the financial services industry. Jorge works closely with professionals, executives, and families to help them pursue their financial goals through tailored strategies that address investing, retirement planning, tax efficiency, and legacy planning. Jorge's approach centers on understanding what matters most to each client, emphasizing a planning-first and relationship-driven methodology. He assists clients in developing clear plans to prepare for expected and unexpected life events, aiming to help them stay disciplined and focused amid opportunity and uncertainty. He communicates fluently in English and Spanish, facilitating comprehensive financial guidance. He holds a High School Diploma from Schurr High School and an Associate's Degree from Rio Hondo College. Jorge emphasizes ongoing advice and guidance, supporting clients as their needs evolve.

Taylor Lipsit is a financial advisor with Primerica Advisors in San Antonio, TX, holding Series 63 and Series 65 credentials. Lipsit has two years of industry experience and has worked at Primerica Financial Services since 2021. Outside of financial advising, Lipsit was involved with Smoothies Extreme Nutrition and Oxygen Bar for one year and spent eight years at San Antonio Christian School. Primerica Advisors offers a wrap-fee asset management program primarily serving individual investors, including both 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 third-party asset managers.

Kassandra Gonzalez is a financial advisor at J.P. Morgan Securities with Series 65 and Series 63 licenses and two years of industry experience. She has been with J.P. Morgan Securities LLC since 2024 and previously worked at JPMorgan Chase from 2016 to 2024. J.P. Morgan Securities LLC 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.

Michael Corales is a Series 66-licensed financial advisor with 13 years of industry experience. He is currently with Ameriprise in San Antonio, Texas, and previously worked at firms including Wells Fargo Bank, TLWM Financial, LPL Financial, Edelman Financial Engines, Securities America Advisors, and td ameritrade. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides retirement planning advice focused on income stability and tax-efficient withdrawal strategies. The firm’s approach combines proprietary investment research, third-party data, and algorithmic tools, with recommendations implemented collaboratively by clients and their advisors.

Angel Barra is a financial advisor with J.P. Morgan Securities in San Antonio, TX, holding a Series 66 designation and 11 years of industry experience. His prior roles include positions at Citigroup Global Markets and Victory Capital Management. Outside of finance, he has worked as a rideshare driver for Uber and Lyft. 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 investment recommendations.

Luis Farret is a financial advisor with Morgan Stanley, holding a Series 66 designation and bringing 27 years of industry experience. His prior roles include positions at Merrill and Bank of America. He is the owner of Apollo FO LLC, a business related to the automotive and transportation sector. Morgan Stanley Wealth Management serves individual and institutional clients with various advisory programs, emphasizing structured financial planning supported by firm-approved tools and analysis from its Global Investment Committee.

David Williams is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds a Series 66 designation and has worked at Fidelity Brokerage Services and Fidelity Investments prior to joining his current firm. Outside of finance, Williams has been involved with a health and fitness business and operated an online fashion site. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager and fund searches, and customized performance reporting through its Institutional Consulting Services program.

David Wang is a CFP® professional with 19 years of experience in financial advising. He currently works at Charles Schwab in San Antonio, TX, where he has been since 2020. Prior to joining Schwab, he spent over a decade at USAA in various financial planning and investment management roles. 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 and offers multi-asset model portfolios supported by Schwab Center for Financial Research due diligence.