Sebastian Bathie is a Financial Advisor at Merrill Lynch Wealth Management, based in San Antonio, Texas. He is a Team Financial Advisor focused on Business Development, bringing a strong analytical mindset and a collaborative approach to supporting strategic growth and informed financial decision-making. Sebastian is committed to assisting individuals and organizations in making confident financial decisions as part of the Hayne, Moon & Associates team at Merrill. Sebastian began his career after earning a bachelor's degree in Communication from Texas Christian University in 2019. He spent over six years serving the aerospace and defense sector, supporting mission-critical programs and building long-term strategic client relationships. While working full-time, he earned an MBA in Finance from Southern Methodist University, which strengthened his skills in finance, strategy, and leadership. His expertise encompasses investment goal articulation, portfolio management, risk analysis, and strategies in retirement planning, tax minimization, and business succession. Sebastian holds the Personal Investment Advisor (PIA) designation. He focuses on areas such as college education planning, portfolio management, small business strategies, retirement income, and tax minimization. Outside of his professional role, Sebastian enjoys basketball, fishing, football, golfing, hunting, running, spending time with his family, tennis, and watching movies.

Michael Thompson is a Wealth Management Advisor with Merrill Lynch Wealth Management. He began his career with Merrill in 2019 after retiring from the Navy, where he served for over 20 years as a Naval Aviator and Military Operational Planner. In his current role, Michael works with families and businesses to develop financial strategies tailored to their goals, risk tolerance, liquidity needs, and investment timelines. He leverages technology to provide secure client support across the country and offers access to a range of banking and lending services through Bank of America. Michael holds the CERTIFIED FINANCIAL PLANNER® (CFP®) certification, the Certified Plan Fiduciary Advisor® (CPFA®) designation, and is a qualified Senior Portfolio Advisor and Retirement Accredited Financial Advisor. His educational background includes a Bachelor's degree in Mechanical Engineering from the United States Naval Academy, a Master's degree in National Security and Strategic Studies from the United States Naval War College, and an Executive Program in Financial Planning from the University of Georgia's Terry College of Business. Beyond his professional commitments, Michael is actively involved in his community and various organizations such as American Heritage Girls, Habitat for Humanity, Trail Life USA, Vet 2 Vet, and the safety team at Statesboro First Baptist Church. He and his wife live on their family farm in South Georgia, where they homeschool their four children and engage in raising livestock, poultry, and growing timber and fruit trees.

Wesley Landrus Mc Gee is a financial advisor with Edward Jones in San Antonio, TX, holding CFP®, ChFC®, and Series 66 designations with nine years of industry experience. He has been with Edward Jones since 2017 and previously worked at Academy Sports & Outdoors and JP Morgan Chase Bank. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and affiliated mutual funds, supported by a nationwide network of approximately 23,701 financial advisors.

Jon Thompson is a CFP® and ChFC® with 24 years of experience in the financial services industry. He has worked at LPL Financial since 2016 and previously spent over a decade with USAA Financial Advisors. He is also a partner in Sans Ltd Enterprises LLC, an active business outside of his advisory role. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of financial planning and advisory programs supported by extensive research and technologies, providing both discretionary and non-discretionary management options.

Thomas Platt is a financial advisor at Merrill with 21 years of industry experience. He holds a Series 66 designation and has worked at Bank of America and Merrill since 2015. He serves as a board member for Posse Houston, a charitable organization focused on community engagement through volunteering and fundraising. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, and various institutional accounts, supported by internal and third-party portfolio managers.

Stephen Gary is a financial advisor at Morgan Stanley in San Antonio, TX, with five years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley since 2021, including a role at Morgan Stanley Private Bank, N.A. Prior to his financial services career, he was employed at AT&T for seven years. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a wide array of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and methodologies.

Stephen Scott is a CFP®-credentialed financial advisor with 17 years of industry experience, currently with Morgan Stanley in San Antonio, TX. He has been with Morgan Stanley Smith Barney since 2012 and Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, Scott is involved in songwriting and plays guitar professionally with The Joe Panther Band. Morgan Stanley Wealth Management serves individuals and institutional clients by providing a range of advisory programs, including tailored financial planning supported by firm-approved tools and analyses. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-sponsored financial planning services.

Alexis Cranford is a financial advisor at Edward Jones in San Antonio, TX, holding a Series 66 designation with two years of industry experience. Prior to returning to Edward Jones, Alexis worked at J.P. Morgan Securities and has entrepreneurial experience operating On The Grind Coffee. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory strategies and affiliated investment products, supported by a large national network of advisors and branches.

John Abeyta is a financial advisor at Morgan Stanley with 27 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and also works with Morgan Stanley Private Bank, National Association. Outside of his advisory role, he serves as Vice President of Finance for JLA Collision, an auto collision repair center in Austin, Texas. Morgan Stanley Wealth Management is an SEC-registered investment adviser that serves both individual and institutional clients through a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and market simulations.

Eloisa Vela is a financial advisor with Cetera in San Antonio, TX, holding Series 63 and Series 66 licenses and having 12 years of industry experience. Her prior roles include positions at Kestra Advisory, Merrill, Waddell & Reed, Thrivent Investment Management, and Foresters Financial Services. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, managing over $256 billion in assets through more than 10,000 advisors nationwide.

Bradley Burton is a financial advisor with Ameriprise in San Antonio, TX, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. His prior experience includes roles at Edward Jones, Pruco Securities LLC, and Prudential Insurance Company of America. Outside of his advisory work, he is a pastor and part owner of a party rental and general contracting business. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets, combining research-driven modeling and tax-efficient strategies to provide tailored, non-discretionary recommendations.

Jessica Bustos is a financial advisor with Morgan Stanley in San Antonio, TX, holding Series 63 and Series 65 designations and possessing 20 years of industry experience. Prior to joining Morgan Stanley in 2021, she worked at USAA Investment Management Company for 23 years. She also took a one-year break as a homemaker before joining her current firm. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a broad range of advisory programs to individual and institutional clients. The firm provides tailored financial planning supported by structured discovery conversations and proprietary planning tools, managing approximately $2.74 trillion in client assets.

Israel Rascon is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds a Series 66 designation and has previously worked at Edward Jones, Fisher Investments, Vanguard Group, and First Command Advisory Services. Rascon is also an employee of the U.S. Army Reserve, a position he has held since 2014. J.P. Morgan Securities LLC provides investment advisory services primarily to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling and a centralized due diligence process to recommend approved investment strategies.

Alfonzo Chavana is a financial advisor at Ameriprise with 26 years of industry experience. He holds a Series 63 designation and has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 1999. He is based in San Antonio, TX. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet certain asset criteria. The firm provides written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies, using a combination of research, modeling, and tax-efficiency analysis to support client planning.

Aram Gomar is a financial advisor at Charles Schwab with 12 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Charles Schwab Bank, SSB and Charles Schwab & Co. since 2020. Prior to that, he spent time with USAA Investment Management Company and USAA Financial Advisors, Inc. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers multi-asset model portfolios with periodic reviews and alternative investment options.

James Vera is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. His prior roles include positions at USAA Investment Services Company, Fidelity Investments, Citigroup, Victory Capital, JPMorgan Securities, and USAA Financial Advisors. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and investment solutions, utilizing proprietary research and planning tools to deliver tailored recommendations.

Stephanie Casas is a financial advisor with Cambridge Investment Research Advisors in San Antonio, TX, holding a Series 66 designation and seven years of industry experience. Her prior work includes roles at United Planners' Financial Services of America and Kilmer & Company PLLC. Casas also has entrepreneurial experience as an independent distributor with Young Living Essential Oils and Juice Plus. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, providing a range of portfolio management and model-based solutions across multiple platform arrangements.

Erin Cook is a financial advisor with Merrill in San Antonio, TX, holding a Series 66 designation and five years of industry experience. She has worked at Bank of America, N.A. and Merrill since 2020, and previously held roles at Movement Mortgage, loanDepot, and Avolio & Hanlon, P.C. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Hector Torres is a financial advisor with UBS Financial Services in San Antonio, TX, holding a Series 66 designation and 24 years of industry experience. He has been with UBS since 2010. Outside of his advisory role, he is involved with MTSA Property LLC, a real estate investment and management business. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and advisory solutions, combining institutional trading capabilities with wealth management services. The firm employs proprietary research and model-based strategies to tailor financial plans aligned with clients’ goals and risk profiles.

Michael Gleason is a financial advisor with OSAIC based in San Antonio, TX. He holds the ChFC® designation and Series 63 license and has 37 years of industry experience. He has worked at Royal Alliance Associates, Inc. since 2018, with prior roles at Sii, The Milestone Group, Inc., Bokf, NA, and BOK Financial Securities, Inc. Gleason is involved in sales and marketing of fixed annuities, securities, and investment advisory products through Platinum Wealth Solutions of Texas, LLC. OSAIC serves a range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and advisory services, employing asset-allocation tools and third-party managers to construct diversified portfolios tailored to client risk tolerance.