Clarence Wooten Jr. is a financial advisor with Primerica Advisors in San Antonio, TX, holding Series 63 and Series 65 licenses and over 41 years of industry experience. He has been with Primerica Advisors since 1984 and Primerica Financial Services since 1982. In addition to his advisory role, he is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, which offers model-delivery strategies and a limited number of separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure for its services.

Thomas Valenti is a financial advisor with Osaic in San Antonio, TX, holding Series 63 and Series 65 credentials and 13 years of industry experience. He worked at JHFN SII for five years before joining Osaic in 2018. Valenti is also involved with Platinum Wealth Solutions of Texas, LLC, where he serves as an Investment Advisor Representative and agent, advising clients on investment strategies and life insurance, as well as marketing fixed annuities and non-variable insurance products. Osaic Wealth serves a diverse client base—including individual investors, retirement plan sponsors, charities, and corporate clients—through a multi-advisor platform offering brokerage and advisory services. The firm emphasizes model-based asset allocation and portfolio optimization with discretionary and third-party manager strategies, and is notable for its scale, complex affiliate structure, and recent consolidation activity.

Sarah Krogh is a financial advisor at Edward Jones with three years of industry experience, including prior roles at First Command and Judson ISD. She holds the Series 66 designation. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and manages approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.

Raul Sandoval is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds Series 65 and Series 63 designations. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A., he worked at Pensionmark Financial Group and held roles at several other firms. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s advisory program focuses on non-discretionary written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research methods.

Luis Carrillo is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2022. He has been with Fidelity Investments since 2013, progressing through roles including Financial Consultant, Investment Consultant, and Financial Representative. Prior to joining Fidelity, he worked as a Financial Representative at Northwestern Mutual from 2009 to 2013. Luis's approach to financial consulting emphasizes the importance of creating individualized financial plans. He collaborates with clients to articulate their financial and personal goals and develop comprehensive plans tailored to their unique situations. This collaborative process aims to build strong client relationships based on trust, which he considers essential for addressing clients' evolving financial needs.

Russell Harrison is a financial advisor at Morgan Stanley with 31 years of industry experience. He holds the Series 63 and Series 65 credentials and has worked at Morgan Stanley Private Bank, National Association since 2015, Morgan Stanley Smith Barney since 2009, and Citigroup Global Markets from 1995 to 2009. He serves as a board member of Oak Hills Church in San Antonio, Texas. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, including tailored financial planning services supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers both direct client plans and Corporate Financial Planning agreements with employers.

Kendall Villarreal is a financial advisor at Fidelity with a Series 66 designation and three years of industry experience. Prior to joining Fidelity, Villarreal worked at HEB and Tomball Ford, and held positions at Texas A&M University and Incarnate Word High School. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary portfolio management, fund advisory, and model portfolio delivery. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction in its investment process.

Craig Neeley is a financial advisor at Edward Jones in New Braunfels, TX. He holds the Series 66 designation and has been with Edward Jones since 2026. Prior to joining the firm, he served in the United States Army and the Texas Army National Guard from 2004 to 2026. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, operates under a fiduciary standard, and manages approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

Mark Osborn is a Series 66 licensed financial advisor with Edward Jones in San Antonio, TX, and has three years of industry experience. Prior to joining Edward Jones in 2023, he worked at HomeSmart and Realty Executives of San Antonio. He was also involved with the San Antonio A&M Club Foundation for eight years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs including discretionary and non-discretionary strategies, access to separately managed accounts and affiliated mutual funds, and operates under a fiduciary standard.

Desmond Daigle is currently the Vice President, Wealth Planner at Fidelity Investments, a position he has held since 2023. He has been with Fidelity Investments since 2013, progressing through various roles including Financial Consultant, Investment Consultant, Relationship Manager, and Retirement Solutions Representative. Throughout his career, Desmond has focused on financial planning and wealth management, assisting clients in navigating major financial decisions and avoiding critical mistakes. He approaches his work with integrity and a servant mindset. Outside of his professional responsibilities, Desmond has interests in concerts, fitness, music as an instrumentalist, outdoor adventures, and parenthood.

Luz Gomez is a financial advisor at UBS Financial Services with 22 years of industry experience. She holds the Series 66 designation and has been with UBS since 1995. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides research-driven, model-based asset allocation and planning tailored to clients’ goals and risk tolerances.

Joselyn Garcia is a financial advisor at J.P. Morgan Securities with four years of industry experience. She holds Series 63 and Series 65 licenses and has worked at JPMorgan Chase Bank, N.A. since 2021. Her prior experience includes roles at River City Federal Credit Union, Laredo Federal Credit Union, and BBVA. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through tailored asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative due diligence and incorporates an ESG eligibility framework in its recommendations.

Lilly Jordan is a CFP® professional with eight years of experience in the financial services industry, currently serving as a financial advisor at Edward Jones since 2018. Prior to joining Edward Jones, she worked in the Schertz Cibolo Universal City Independent School District for three years. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients with a broad range of investment strategies and advisory services. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.

Ashley Simpson is a Planning Consultant at Fidelity Investments, a role she has held since 2025. In this capacity, she works with clients to develop personalized, goal-based financial plans by delivering guidance on investments, retirement readiness, and long-term strategy to support confident, informed financial decision-making. Ashley has been with Fidelity Investments since 2022, progressing through various roles including Defined Contributions Representative, Customer Relationship Advocate, and Relationship Manager. This experience has provided her with a broad understanding of client needs and financial services. Outside of her professional work, Ashley enjoys cooking and baking, outdoor adventures, parenthood, and traveling.

Braden Durham is a financial advisor with LPL Financial in San Antonio, TX, holding a Series 66 designation. His professional background includes roles at Pontem Financial, Reynolds and Reynolds, and experience in education at Texas A&M University and Texas A&M at Corpus Christi. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to third-party asset management, supported by extensive technology and operational resources.

Scott Gibson is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He has been with J.P. Morgan Securities since 2016. 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 and fund searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research to build model asset allocations and may incorporate ESG criteria.

Clay Crosby is a Financial Consultant at Fidelity Investments, where he has been working since 2025. His professional journey at Fidelity began in 2022 and includes roles as a Financial Representative, Relationship Manager, and Planning Consultant. Prior to joining Fidelity Investments, Clay worked in Private Wealth Management at Rockefeller Capital Management from 2021 to 2022. He believes that financial planning extends beyond building wealth to transforming financial complexity into clarity, allowing clients to focus on what matters most. Clay develops personalized strategies by understanding each client's unique goals and circumstances, helping them navigate life's financial opportunities and challenges with confidence. Outside of his professional life, Clay enjoys football, golf, skiing, and spending time with his pets.

David Bugarin is a financial advisor with J.P. Morgan Securities, holding Series 65 and Series 63 licenses and bringing nine years of industry experience. His prior work includes roles at Texas Capital Private Bank and J.P. Morgan Chase Bank. Located in San Antonio, TX, he has been with J.P. Morgan Securities since 2025. 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 and fund searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research supported by a centralized due diligence team and includes capabilities in derivatives and commodities through affiliated entities.

Rachel Cano is a financial advisor at Morgan Stanley with nine years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley since 2012. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes a structured planning process supported by firm-approved tools and modeling techniques.

Paxton Smith Jr. is a financial advisor with Mass Mutual Investors Services in San Antonio, TX. He holds CFP® and ChFC® designations and has 10 years of industry experience. Prior to joining Mass Mutual in 2018, he worked at Sequent Planning, LLC, ProEquities, Inc., and Futurity First. Outside of his advisory role, he teaches informational Medicare classes through local school districts and is involved in efforts to make financial services accessible to the deaf community through his insurance brokerage activities. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser offering financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual planning engagements and provides a range of programs including educational seminars and event-driven planning services.