Alejandro Diez is a financial advisor with Wells Fargo Clearing in San Antonio, TX, holding a Series 66 designation and six years of industry experience. His prior positions include roles at Bank of America, Merrill, Citigroup, and MassMutual Texas Gulf Coast. 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, utilizing research and analytics from Wells Fargo Investment Institute and third-party databases.

Sandy Beauchamp is a financial advisor at Wells Fargo Advisors with 33 years of industry experience. She has held positions within Wells Fargo entities since 2009. Outside of her advisory role, she is a pastor and elder at Desert Springs Church in Albuquerque, NM, and owns Beauchamp Wealth Management. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering investment and fee-based financial planning services with a broad range of specialized planning options tailored to client needs.

Marilyn Ramsook Lilly is a CFP® professional with over 26 years of industry experience. She currently works at Fidelity and has held positions at Citigroup, Victory Capital Advisors, and several other financial services firms. She also operated StarApple, LLC as a self-employed business for one year. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to diverse clients, including retail and institutional investors. The firm uses a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios and is noted for its use of AI, algorithmic methods, and formal governance procedures.

Marshall Harrison is a Series 66 licensed advisor with Morgan Stanley in San Antonio, TX, and has three years of industry experience. Prior to joining Morgan Stanley, he worked at Airrosti Rehab Centers and Prosperity Bank. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs and tailored financial planning to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and market scenario modeling.

John Mc Phillips Jr. is a financial advisor with Raymond James & Associates in San Antonio, TX, holding a Series 66 designation and 10 years of industry experience. He previously worked at Edward Jones from 2016 to 2020 before joining Raymond James in 2020. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves individuals, institutional clients, and municipal entities, offering financial planning, non-discretionary investment consulting, and municipal advisory services.

Catherine Morrison is a CFP® with 27 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2022. She has spent over a decade with Wells Fargo entities, including Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of her advisory role, she owns Vera Natura LLC, an investment-related business based in New Braunfels, TX. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients through a network of financial advisors. The firm offers a broad planning menu and develops tailored recommendations using Wells Fargo research and planning tools, with services covering a wide range of financial needs and specialized planning areas.

Lauren Martinez is a financial advisor with J.P. Morgan Securities in San Antonio, TX. She holds a Series 66 designation and has one year of industry experience. Prior to her current role, she worked at JPMorgan Chase Bank, N.A. and Equitable. 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. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Michael Clark is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and over 39 years of industry experience. He previously worked at Aspect Wealth Management for 24 years and has been with Cetera since 2013. Clark is involved in several business ventures outside of advising, including partnerships in mining operations, technology distribution, and carbon credit projects. Cetera Investment Advisers LLC serves a broad client base ranging from individuals to institutional accounts, offering portfolio management, financial planning, and retirement services through a nationwide network of independent advisors. The firm provides access to a multi-manager platform with various program options and manages over $256 billion in assets.

Douglas Ternan is a financial advisor with Edward Jones in Universal City, TX, holding Series 63, 65, and 66 licenses and bringing 30 years of industry experience. He worked at Lincoln Financial Distributors, Inc. for 18 years before joining Edward Jones in 2022. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,700 financial advisors.

Warren Ganues is a financial advisor at Edward Jones in San Antonio, TX, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones, he worked at companies including USAA, Johnson Control Inc., Wells Fargo, Chase Bank, and First Citizens Bank. Outside of advisory work, he serves as a creative director for a social media consulting firm and advises clients on self-defense plans through a separate consulting business. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of investment strategies and fiduciary advisory services. The firm is notable for its extensive retail advisor network, affiliated mutual funds, trust company services, and securities-based lending options.

Shelley Maxted is a financial advisor with Wells Fargo Advisors in San Antonio, TX, holding Series 63 and Series 66 licenses and 16 years of industry experience. She has worked at various Wells Fargo entities since 2012. Maxted serves as an investment committee member for the Oklahoma City Community Foundation, contributing to investment policy, manager selection, and asset allocation. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and financial planning services tailored to clients meeting certain net-worth thresholds. The firm offers a broad range of planning services and integrates advisory offerings with other financial products and referral channels.

Michael Johnston is a financial advisor with Raymond James Financial Services Advisors, Inc. in San Antonio, TX. He holds the CFP® and ChFC® designations and has 19 years of industry experience. His prior roles include positions at JPMorgan Chase Bank and Genesis Wealth Management. Outside of his advisory work, he has been an independent contractor driver for Uber since 2017. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, charitable organizations, and institutions. The firm offers tailored, non-discretionary planning using analytical tools to illustrate potential outcomes, supports institutional consulting and portfolio management, and is notable for its municipal advisor affiliation and specialized SIMPLE IRA Employer Advisory & Consulting Services program.

Wesley Alston is a financial advisor with LPL Financial who holds a Series 63 designation and has 26 years of industry experience. He has previously worked at Securities America Advisors, 401 K Concierge, Wfg Investments Inc, and Lone Star Retirement Services. Outside of his advisory work, he is involved in a private curation business focusing on antiques and collectibles. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, providing both discretionary and non-discretionary management supported by research and model portfolios.

Daniel Langella is a financial advisor at Equitable Advisors in San Antonio, TX, holding Series 63 and Series 66 licenses with five years of industry experience. He has been with Equitable Advisors since 2020 and previously worked at Flamingo Reys and the University of Texas. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charities, and institutions, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, leveraging LPL-sponsored solutions and third-party managers to provide a range of advisory and brokerage services.

Dionisio Saenz is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds a Series 66 designation and has worked previously at several financial institutions, including Lone Star National Bank, LPL Financial, and Wells Fargo. J.P. Morgan Securities primarily serves institutional clients and retirement plan sponsors through its Institutional Consulting Services program, offering customized investment consulting and advisory services that combine quantitative asset-allocation modeling with centralized manager due diligence.

Morgan Edwards Sr. is a financial advisor with Cambridge Investment Research Advisors based in San Antonio, TX, holding a Series 63 designation and bringing 32 years of industry experience. Prior to joining Cambridge in 2024, he worked at Kestra Advisory and Voya Financial Advisors. He serves on several nonprofit and civic boards, including the Texas Lyceum Association and the Alamo Heights ISD School Board. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a wide network of independent professionals who employ a variety of portfolio management strategies tailored to client objectives.

Darren Scrimpshire is a financial advisor with MassMutual Investors Services in San Antonio, TX, holding a Series 66 credential and 24 years of industry experience. He has been with MML Investor Services Inc. since 2010 and MassMutual Life Insurance Company since 2009. Outside of his advisory role, he owns Scrimpshire & Associates, LLC, a leadership consulting business, and is involved in managing small commercial office properties through Syncrho Properties LLC. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, structuring planning engagements as annual, collaborative relationships using firm-approved tools to analyze client goals.

Scott Talbott is a financial advisor with Mass Mutual Investors Services in San Antonio, TX, holding a Series 66 credential and 16 years of industry experience. He has been with MML Investor Services, LLC and MassMutual Life Insurance Company since 2009. Outside of financial services, he owns TWI, LLC, which organizes and promotes martial arts tournaments. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, structuring client engagements as annual relationships that use firm-approved software tools to analyze goals and deliver recommendations.

Michael Gonzalez is a financial advisor with Mass Mutual Investors Services in San Antonio, TX, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Mass Mutual Investors Services since 2017 and also works with MSI Financial Services and Massachusetts Mutual Life Insurance Company. Outside of his advisory role, he is an independent insurance agent specializing in life, accident, health, Medicare-related products, and property and casualty insurance. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides comprehensive financial planning, asset management, and educational seminars, focusing on collaborative, goal-driven planning and offering event-specific services such as divorce and estate-settlement planning.

David Espinoza is a financial advisor with LPL Financial in San Antonio, TX, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with LPL Financial since 2011. 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 advisory programs, financial planning, and brokerage services, offering both discretionary and non-discretionary management supported by research and model portfolios.