Ali Fahr is a financial advisor with UBS Financial Services in San Antonio, TX, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with UBS since 1986. Outside of his advisory work, he participates as a member of a residential condo association. UBS Financial Services serves individual, corporate, and institutional clients through a broad range of brokerage and investment advisory services, utilizing proprietary research and model-based asset allocations to tailor financial plans. The firm combines institutional trading capabilities with wealth management offerings, providing comprehensive solutions across multiple asset classes and market functions.

Luis Testas is a First Vice President and International Wealth Advisor at Merrill Lynch Wealth Management. He began his career in the financial services industry in 1997, initially working at JPMorgan and its predecessors before joining Merrill Lynch in 2006. Luis offers financial services tailored to high net worth individuals, families, and business owners, focusing on areas such as portfolio management, retirement and education planning, securities-based lending, wealth transfer, legacy planning, and charitable giving. Luis holds a Bachelor's degree from Trinity University and professional designations including Certified Investment Management Analyst (CIMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). He is a member of the Investments & Wealth Institute® (The Institute) and the College for Financial Planning. His approach centers around identifying client goals and delivering appropriate solutions to help achieve them, emphasizing attentive and tailored service. Outside of his professional work, Luis enjoys spending time with his family, playing tennis, listening to music, playing acoustic guitar, golfing, ice hockey, skiing, and traveling.

Matthew Kalinowski is a financial advisor at J.P. Morgan Securities with a Series 66 designation and three years of industry experience. He previously worked at Swbc Investment Services, LLC, and has experience in the insurance sector and government service. 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 an ESG eligibility framework.

Riley Rodman is a financial advisor at Fidelity with 11 years of industry experience. He holds Series 63 and Series 66 credentials and has been associated with various Fidelity entities since 2015. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, as well as registered investment companies, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction in its investment process. The firm also serves as a commodity pool operator and advises multiple registered investment companies, incorporating AI and established governance procedures in its operations.

Brent Mccrary is a Certified Financial Planner (CFP®) with 18 years of industry experience. He is currently affiliated with Osaic Wealth, Inc., where he has worked since 2023. Prior to that, he held roles at Royal Alliance Associates, Inc. and Jhfn Sii. Mccrary is also involved with Platinum Wealth Solutions of Texas LLC, where he provides sales and marketing of securities, investment advisory, and insurance products. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, employing asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage portfolios across multiple asset classes with both discretionary and non-discretionary options.

Ceceil Collins Pearcy is a financial advisor with J.P. Morgan Securities in San Antonio, TX, holding the Series 63 and Series 66 licenses and having six years of industry experience. Prior to joining J.P. Morgan in 2019, Pearcy worked at Ameriprise Financial Services. Outside of advising, Pearcy is a co-owner of Legacy Pine Investments LLC. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with affiliated brokerage and investment management capabilities.

Luke Peretti is a Series 66-licensed financial advisor with Fidelity Investments in San Antonio, TX. He has experience working at several firms, including Prolific and Hilltop Securities, and has held roles outside finance, such as with Aggieland Executive Transportation and Texas A&M University. He occasionally conducts research studies outside his primary advisory duties. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that integrates proprietary fundamental research with quantitative analysis and algorithmic portfolio construction. The firm also serves multiple registered investment companies and delivers model portfolios using systematic methodologies across various investment vehicles.

Jeremy King is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He previously worked at Morgan Stanley from 2016 to 2025 before joining JPMorgan Chase Bank, N.A. and J.P. Morgan Securities in 2025. He holds a Series 66 designation. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations, delivering services on a non-discretionary basis through a select group of Wealth Advisors.

Carey Moy is a financial advisor with LPL Financial in San Antonio, TX, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has been with LPL Financial and its predecessor firm since 2006. Outside of advising, Moy is a patent holder and silent partner in a company that developed a promotional and retail product. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of advisers. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services, utilizing model portfolios, third-party research, and technology-driven strategies.

Jason Porter is a financial advisor with Merrill, holding a Series 66 designation and 17 years of industry experience. He has worked with Merrill since 2010. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Vijayakumari Kumarasamy is a financial advisor with Morgan Stanley in San Antonio, TX, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. She has worked at Morgan Stanley Private Bank, National Association since 2015 and has been with Morgan Stanley Smith Barney since 2009. Prior to that, she worked at Citigroup Global Markets starting in 1998. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers tailored financial planning and a broad range of advisory programs, utilizing structured planning tools and market models, and manages approximately $2.74 trillion in client assets.

Richard Weld II is a financial advisor at Edward Jones in Shavano Park, TX, holding a Series 66 designation. He has over six years of prior experience at Rackspace Hosting and four years at Frost Bank before joining Edward Jones in 2025. Edward Jones is a full-service wealth management firm serving more than 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, including separately managed accounts and affiliated mutual funds, supported by a nationwide network of over 23,700 financial advisors.

Steven Muldowney is a financial advisor with Ameriprise in San Antonio, TX, holding a Series 66 designation and five years of industry experience. He has been with Ameriprise and its affiliated entity since 2014. Outside of his advisory role, he is employed by DGW Worldwide, LLC, where he manages an advisory business. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement who meet specific asset criteria, providing written recommendation reports on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver personalized, algorithm-assisted advice through a centralized consulting team.

Walter Tramontin is a financial advisor with Morgan Stanley in San Antonio, TX, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has worked with Morgan Stanley Smith Barney since 2009 and the Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he is involved in event planning through Corporate Sports, etc LLC. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs that include tailored financial planning utilizing structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides services through both direct client relationships and corporate financial planning agreements.

Adriana Espinoza is a financial advisor at Equitable Advisors with Series 65 and Series 63 credentials and four years of industry experience. Prior to joining Equitable Advisors in 2022, she held roles at USAA and worked in education-related positions, including at Idea Public Schools and Wetmore Elementary. Equitable Advisors serves a broad mix of individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm participates in LPL-sponsored programs and provides both discretionary and non-discretionary advisory services through a variety of program sponsors and endorsed TAMPs.

Luis Pinto Jr. serves as a Private Wealth Advisor at Merrill Private Wealth Management, where he specializes in International Wealth Management, Legacy Planning, and Portfolio Management Services. He works with corporate executives, entrepreneurs, and family offices, focusing on helping them achieve their financial goals through integrated strategies, especially in managing cross-border currency exposure and complex financial instruments. Luis began his career at Merrill Lynch in 1998, spent six years at UBS, and returned to Merrill Lynch in 2010. He holds a Bachelor of Business Administration degree from St. Mary's University and professional designations including Certified Investment Management Analyst (CIMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Luis is a member of the Investment Management Consultants Association and is qualified as a Portfolio Manager. Fluent in English and Spanish, Luis has a personal interest in adventure sports, basketball, boxing, hunting, music, soccer, traveling, watching movies, and spending time with his family.

Manuella Shomba is a financial advisor at J.P. Morgan Securities LLC with one year of industry experience. She holds a Series 66 designation and has previously worked at Rose-Hulman Institute of Technology. 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 an ESG eligibility framework in its investment approach.

Jessica Abrego is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. Her prior work includes roles at SWBC Investment Company, Advisor Group, and Merrill Edge. Based in San Antonio, TX, she has been with LPL Financial for five years. 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 financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Brian Callahan is a financial advisor with RBC Capital Markets in San Antonio, TX, holding a Series 66 designation and 22 years of industry experience. He has worked with RBC Capital Markets Corporation since 2008. Outside of his advisory role, he serves on the boards of Landa Gardens, a local charity dedicated to garden development, and Planned Parenthood of San Antonio, where he provides financial recommendations related to endowment and general funds. RBC Wealth Management serves a broad client base including individual investors, institutions, corporations, and charitable organizations. The firm offers multiple advisory programs with tailored strategies based on clients’ risk profiles, utilizing both in-house and third-party investment managers and a range of portfolio management and financial planning services.

Muttalib Ibrahim is a financial advisor with Charles Schwab in San Antonio, TX, holding a Series 66 credential and 16 years of industry experience. His prior roles include positions at USAA Investment Management Company and its affiliated financial advisory and planning services. Outside of finance, he is also a working actor involved in feature films, primetime television, soap operas, commercials, and independent films. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm offers a combination of non-discretionary advice and access to discretionary separately managed accounts, supported by multi-asset model portfolios and centralized operational infrastructure.