Waleed Khan is a financial advisor with LPL Financial, holding the Series 63 and Series 65 licenses and possessing 13 years of industry experience. His professional background includes roles at Generations Community Federal Credit Union, CUSO Financial Services, and BBVA entities, among others. He is involved with Generations Investment Group, an LPL-affiliated business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Ray Patterson is a CFP® with 27 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2025. His prior experience includes nine years at Wells Fargo Clearing and ten years at Citigroup Global Markets. He holds ownership stakes in two San Antonio-based financial firms, Hughston Financial, LLC and Patterson Breig Wealth Partners LLC. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of specialized planning such as business-owner transition and special-needs analysis. The firm uses proprietary research and planning tools to develop tailored recommendations delivered through client meetings and written summaries, with implementation options available through brokerage or advisory programs.

Derrick Hall is a Series 66 licensed financial advisor with Edward Jones in Schertz, TX, bringing nine years of industry experience. He has been with Edward Jones since 2017 and previously held roles at Millennium Exploration, The Champion Group, and Bluebonnet Motors. 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 investment solutions including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

David Matthews is a CFP®-certified financial advisor with 22 years of experience, currently practicing at Ameriprise since 2021. His prior roles include positions at Broadway Wealth Solutions, Securities America, and SWBC Investment Services. He also maintains outside employment as a financial advisor with Randolph Brooks FCU. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, providing tailored recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver these services through a centralized consulting team in partnership with client advisors.

Eric Schneider is a financial advisor with J.P. Morgan Securities in San Antonio, TX. He holds Series 63 and Series 66 credentials and has six years of industry experience. His career includes roles at JPMorgan Chase Bank, USAA, and Cylcofiesta. J.P. Morgan Securities provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Julian Mathews is a financial advisor at Mass Mutual Investors Services with two years of industry experience. He holds the Series 66 designation and has worked with MassMutual and its subsidiaries since 2021. Outside of his advisory role, Mathews serves on the board of directors for Students of Service, a nonprofit focused on supporting students and the community. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual, providing financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm offers a range of planning programs and educational seminars, emphasizing collaborative, goal-based financial advice.

Tory Devore is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 designations and bringing 23 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has worked at JPMorgan Chase Bank, N.A. since 1993. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm delivers these services alongside affiliated brokerage, distribution, and investment management capabilities.

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.

Jose Velasco is a financial advisor with Equitable Advisors in San Antonio, TX, holding a Series 66 designation and 15 years of industry experience. He has been with Equitable Advisors since 2011, including its prior affiliation with Axa Advisors, LLC. Outside of his advisory work, he serves as a trustee for his mother. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm’s approach involves assessing client information and risk tolerance to match clients with various advisory programs, utilizing both proprietary and third-party investment solutions.

Alfredo Garza III is a financial advisor with Raymond James Financial Services Advisors, Inc. in San Antonio, TX, holding a Series 66 designation and 19 years of industry experience. He has been with Raymond James and affiliated entities since 2015. Garza also serves as an associate at Security Service Investment Group. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, corporations, and institutional investors. The firm employs tailored, non-discretionary planning and consulting supported by analytical tools and maintains specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Candace Burkett is a financial advisor with Raymond James & Associates in San Antonio, TX, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. She has previously worked at firms including Morgan Stanley, Citigroup, JPMorgan Securities, Wells Fargo Clearing, Merrill, Chase Investment Services, USAA Investment Services, and Ameriprise. Outside of her advisory role, she is the sole proprietor of Arrowhead Bookkeeping, LLC. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing roughly $501 billion in assets. The firm serves a broad client base including individuals, institutional and pension plans, and municipal entities, providing non-discretionary investment consulting, financial planning, and institutional fiduciary solutions.

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 with Ameriprise in San Antonio, TX, holding Series 63 and Series 66 licenses and bringing 40 years of industry experience. His career includes positions at Wells Fargo Clearing, Morgan Stanley, Citigroup Global Markets, and RBC Capital Markets before joining Ameriprise. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service focused on retirement income planning, utilizing comprehensive research and collaborative client-advisor engagement.

Jacqueline Cantu is a financial advisor with J.P. Morgan Securities in San Antonio, TX, holding a Series 66 designation and one year of industry experience. Prior to joining J.P. Morgan Securities, she worked at Equitable Advisors and spent 12 years with the Southside Independent School District. 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 recommendations.

Patrick Schultz is a financial advisor with Primerica Advisors in San Antonio, TX, holding Series 63 and Series 65 registrations and 26 years of industry experience. He has worked with Primerica Financial Services and Pfs Investments Inc. since 1999 and was employed by Harlandale Independent School District for 17 years. Primerica Advisors is the sponsor and discretionary portfolio manager of a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm operates on a large scale with nearly 3,700 advisors and $15.5 billion in assets under management, employing model-delivery strategies managed by unaffiliated asset managers and supported by well-known custodians and overlay managers.

Cedric Edwards Sr. is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He previously worked at Edward Jones for 22 years and Stifel Independent Advisors for four years before joining LPL Financial. Edwards has a side business involved in investment-related activities through MC Edwards Investments LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individual investors, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supporting advisors with various tools and 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.