James Bishop is a financial advisor at Wells Fargo Advisors with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at various Wells Fargo entities since 2009, including Wells Fargo Clearing. Based in San Antonio, TX, he leverages his extensive tenure within the Wells Fargo organization. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services using proprietary research and tools, with discretionary implementation options through various brokerage and advisory programs.

Francisco Elizondo is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Citi Personal Wealth Management, SWBC Investment Services, and Scottrade. His career also includes roles outside traditional finance, such as positions at Amazon and Upwork. 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 through a select group of Wealth Advisors. The firm combines large institutional advisory capabilities with brokerage and investment management services, delivering recommendations on a non-discretionary basis.

Anthony Krueger is a financial advisor at Cetera with Series 66 credentials and four years of industry experience. He has been affiliated with various entities within the Cetera network since 2021 and previously worked at Globus Medical from 2015 to 2019. Cetera Investment Advisers LLC operates a nationwide network of independent advisors serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management options and serves over 800,000 clients with more than $256 billion in assets under management.

Ryan Hamman is a financial advisor with Mass Mutual Investors Services in San Antonio, TX, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. He has been with MML Investors Services and Mass Mutual Life Insurance Company since 2013. In addition to his work at MassMutual, he advises clients through Hamman and Hamman Wealth Management, a pass-through entity focused on advisory-based accounts. Mass Mutual 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, utilizing firm-approved software to deliver written recommendations tailored to clients’ goals and risk tolerances.

Mo Rhadbane is a Planning Consultant at Fidelity Investments, where he currently works with clients to develop and implement comprehensive financial plans. He emphasizes the importance of understanding each client's unique financial and personal goals to build strong, trust-based relationships. Mo has extensive experience in the financial services industry, having worked in various consultant roles. Prior to his current position, he served as a Financial Consultant at Fidelity Investments from 2022 to 2024 and at Charles Schwab from 2017 to 2022. His career with Fidelity Investments began in 2001, where he held roles including Investment Consultant and Financial Representative. Throughout his career, Mo has focused on helping clients articulate their goals and navigate evolving financial needs through collaborative planning processes.

Louis Barnes is a financial advisor at Fidelity with 21 years of industry experience. He holds the Series 63, Series 65, and Series 66 credentials. His prior roles include positions at Wells Fargo Clearing and Morgan Stanley. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm utilizes a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory solutions.

Doris Heller is a financial advisor at Ameriprise with 27 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005 and holds the Series 63 designation. Based in San Antonio, TX, she has spent over six years in her current role at Ameriprise. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide written recommendation reports through a centralized consulting team, integrating algorithmic automation with advisor review.

Billie Garza is a financial advisor with Wells Fargo Advisors in San Antonio, TX, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. Their career includes roles at Wells Fargo Clearing and Hilltop Securities. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of investment and financial planning services tailored to clients meeting a net-worth threshold. The firm uses proprietary research and planning tools to develop recommendations, with flexible implementation options through brokerage or advisory programs.

Nathan Folmar is a financial advisor with Wells Fargo Advisors in San Antonio, TX, holding a Series 66 designation and two years of industry experience. His prior work includes roles at Texas A&M University Corpus Christi and community involvement with FUMC Boerne. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering investment and fee-based financial planning services with a broad range of planning options tailored to client needs.

Andrew Stanco is a financial advisor with Morgan Stanley in San Antonio, Texas, holding a Series 66 designation and 26 years of industry experience. He has been with Morgan Stanley and its affiliated Private Bank since 2009. Outside of his advisory role, he is a partner in a restaurant and bar business in Santa Rosa Beach, Florida. Morgan Stanley Wealth Management serves individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and research. The firm manages approximately $2.74 trillion in client assets and provides both direct and employer-sponsored financial planning services.

Jocelyn Cates is a CFP® certificant with 20 years of industry experience, currently serving as a financial advisor at Edward Jones since 2017. Prior to joining Edward Jones, she worked at Investment Professionals Inc from 2013 to 2017. She holds the Series 66 designation and operates out of San Antonio, TX. Edward Jones is a full-service wealth management firm with over 23,700 advisors serving more than four million individual and institutional clients. The firm offers a range of investment solutions including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Tucker Azar is a financial advisor at UBS Financial Services with Series 66 credentials and one year of industry experience. His prior work includes roles in various businesses such as Site Works Texas, Bondoc Roofing, and Azar Family Brands. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management services, providing a broad array of financial solutions.

Gilbert Castillo Jr. is a financial advisor at Osaic with 25 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including American Funds and SWBC prior to joining Osaic in 2022. He is also managing director of retirement plans at Altus Consulting Group, LLC, focusing on sales and marketing of securities, investment advisory, and insurance products. Osaic Wealth serves a diverse client base, including individuals, high-net-worth investors, and institutions, offering integrated brokerage and advisory services, financial planning, and access to various managed account platforms. The firm uses asset-allocation tools and risk-tolerance assessments to construct diversified portfolios and supports multiple legacy programs and third-party solutions.

Jinkie Underwood is a financial advisor at Merrill with 14 years of experience at the firm and two years of total industry experience. She holds a Series 66 designation and previously worked at Bank of America, N.A. and Macy’s. Outside of her advisory role, she is involved in a for-profit business focused on bar management in San Antonio, Texas. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering both model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Timothy Trigg is a financial advisor with Primerica Advisors in San Antonio, TX, holding Series 63 and Series 65 licenses and 14 years of industry experience. His career includes over three decades at USAA Investment Management Company and roles at PFS Investments Inc. and Compex Legal. Outside of advising, he is involved in reselling physical goods online. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and selective separately managed accounts. The firm curates third-party asset managers and offers a tiered wrap-fee structure as part of its investment approach.

Elias Zavala is a financial advisor at Morgan Stanley in San Antonio, TX, holding the Series 66 designation with three years of industry experience. Prior to joining Morgan Stanley, he worked at Frost Brokerage Services and Frost Bank. Outside of his advisory role, he has worked as a contractor providing customer service for companies such as Uber, Amazon, and Shipt. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a wide range of advisory programs to individuals and institutional clients, emphasizing structured financial planning supported by firm-approved tools and a variety of investment strategies.

David Dowd is a financial advisor at Equitable Advisors with a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors, he worked at Nexa Mortgage and Equity Smart Home Loans, and has over a decade of experience with Nationwide Insurance. Outside of finance, he is involved in managing a small HVAC business in San Antonio. Equitable Advisors serves a wide range of clients including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives, utilizing a variety of third-party and proprietary investment solutions.

Chelsea Smith is a financial advisor at Cetera with nine years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at Merrill and JP Morgan Securities LLC. She is based in San Antonio, TX. Cetera Investment Advisers LLC is an SEC-registered adviser that provides services through a nationwide network of independent advisors. The firm serves a range of clients including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts, offering various portfolio management and financial planning solutions.

Benjamin Hickman is a financial advisor with Edward Jones in San Antonio, TX, holding a Series 66 designation and seven years of industry experience. He has been with Edward Jones since 2018 and also serves in the Texas Army National Guard, where he has been active since 2003. 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 operates a nationwide network of more than 23,700 financial advisors and 15,100 branch offices, offering a range of advisory programs and affiliated investment products under a fiduciary standard.

Brian Mattson is a financial advisor with Primerica Advisors in San Antonio, TX. He holds Series 63 and Series 65 licenses and has two years of industry experience. In addition to his financial services career, he has been involved with South Texas Radiology Imaging Centers since 2008. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, offering model-driven investment strategies managed by third-party asset managers. The firm operates at scale with thousands of advisors and offices, providing advisory services primarily to individual investors.