Finley Scott is a financial advisor at J.P. Morgan Securities with a Series 66 credential and one year of industry experience. Prior to joining J.P. Morgan, he held positions at JPMorgan Chase Bank, Charles Schwab, and Sellside Group LLC. J.P. Morgan Securities LLC 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 investment recommendations.

Jeremy Mandel is a financial advisor with Mass Mutual Investors Services in San Antonio, TX, holding a Series 66 designation and 18 years of industry experience. His previous roles include positions at Sequent Planning, LLC and ProEquities, Inc., as well as ongoing involvement with Futurity First Insurance Group since 2013. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, using firm-approved software and structured annual planning engagements.

Robert Salgado is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He holds the Series 66 designation and has been with J.P. Morgan since 2016, including roles at both JPMorgan Securities LLC and JP Morgan Chase Bank, N.A. 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 operations with brokerage, distribution, and investment management capabilities.

Daniel Walker is a CFP® with 26 years of experience currently serving at Charles Schwab in San Antonio, TX. His prior experience includes roles at USAA Investment Management Company and USAA Financial Advisors, with a career spanning over two decades in financial planning and advisory services. Outside of his advisory work, he owns and manages two rental properties. Charles Schwab & Co., Inc. serves a large client base primarily composed of high‑ and ultra‑high‑net‑worth individuals through its Schwab Wealth Advisory wrap fee program and related financial planning services. The firm combines non‑discretionary advisory relationships with access to discretionary managed accounts, providing multi‑asset model portfolios and alternative investment options supported by centralized supervision and custody.

Douglas Mitchell is a financial advisor with OSAIC in San Antonio, TX, holding Series 63 and Series 66 credentials and 15 years of industry experience. His prior roles include positions at Securities America Advisors, LPL Financial, CUNA Mutual Group, and Swbc Investment Services. He serves as a board member of Heroes Resource Center, a nonprofit organization providing resources to veterans and their families. OSAIC serves a diverse client base, including individual investors, pension plans, corporations, and charitable organizations, through a wide network of advisers and advisory platforms. The firm provides integrated brokerage and advisory services, using firm tools and third-party solutions to construct and manage portfolios with a variety of asset classes.

Bree Soileau is a Series 66 licensed financial advisor with Edward Jones in San Antonio, TX, with two years of industry experience. She previously worked for Alamo 180 for 12 years. Outside of her advisory role, she is a co-owner of a fitness gym in San Antonio and operates an online swim service. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a broad range of households and organizations. The firm offers a wide array of investment advisory programs and maintains a large national network of advisors and branch offices.

Sydney Vogel is a financial advisor with Charles Schwab in San Antonio, TX, holding Series 63 and Series 66 credentials and two years of industry experience. Prior to joining Schwab, they worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. Additionally, Sydney has experience outside finance, including roles with In-N-Out Burger and involvement in staffing through The Florez Group Inc. Charles Schwab & Co., Inc. serves a large client base—primarily high- and ultra-high-net-worth individuals—offering a combination of non-discretionary and discretionary advisory services through its Schwab Wealth Advisory wrap fee program and affiliated managed accounts. The firm integrates brokerage, custody, and advisory services with a multi-asset investment approach and access to alternative investments.

John Adickes is a financial advisor at Morgan Stanley in San Antonio, TX, holding Series 63 and Series 65 designations with 28 years of industry experience. He has worked at Morgan Stanley Private Bank since 2015 and has been with Morgan Stanley Smith Barney and Citigroup Global Markets since 2009 and 2000, respectively. Morgan Stanley Wealth Management serves individuals and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and processes. The firm manages approximately $2.74 trillion in client assets and offers services through both direct client relationships and corporate financial planning agreements.

Vincent Barron is a financial advisor at Merrill with 11 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked at multiple Raymond James entities from 2015 to 2021. Outside of his advisory role, he operates a micro-farm in San Antonio, Texas. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Pamela Green is a Certified Financial Counselor (ChFC®) with 36 years of industry experience. She has been with MassMutual Investors Services since 2007, serving clients from San Antonio, TX. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers comprehensive financial planning, asset management, and educational seminars, focusing on collaborative, goal-based strategies without discretionary authority over client investments.

Adam Le Win II is a financial advisor with LPL Financial in San Antonio, TX, holding Series 63 and Series 65 licenses and four years of industry experience. He previously worked at Victory Capital Management, Inc. and Victory Capital Services, Inc., and has experience outside finance running Karl's Flower and Gift Shop. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, and institutions through a national network of investment adviser representatives. The firm provides advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party research, and advanced technologies such as machine learning.

George Martinez is a financial advisor with J.P. Morgan Securities in San Antonio, TX, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. He has been with J.P. Morgan Securities since 2012. 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 its Wealth Advisors. As a subsidiary of J.P. Morgan, the firm integrates advisory services with brokerage, distribution, and investment management capabilities.

Christine Powell is a financial advisor with LPL Financial in McQueeney, Texas, holding Series 63 and Series 65 licenses and offering 39 years of industry experience. She has been with LPL Financial since 2010 and previously worked at Independent Financial Partners from 2010 to 2019. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm provides financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management, model portfolios, and research from LPL Research and third-party subadvisors.

Francis Leidinger is a financial advisor with Mass Mutual Investors Services in San Antonio, TX, holding a Series 66 designation and five years of industry experience. His career includes roles at Eagle Strategies, New York Life Insurance Company, and First Command, as well as 20 years of service in the U.S. Army. Outside of financial services, he is involved in a trucking business and holds an investor position in an oil well venture. Mass Mutual Investors Services 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 programs focused on collaborative annual planning and event-driven services.

Steve Rocha II is a financial advisor with Edward Jones in Universal City, TX, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones, he worked at USAA for six years. He serves on the board of the Converse Animal Shelter Inc. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. It offers a wide range of advisory programs and investment strategies through a large nationwide network of financial advisors and branch offices.

Cameron Branum is a financial advisor with Wells Fargo Advisors in San Antonio, TX, holding Series 63 and Series 66 licenses and having six years of industry experience. His previous roles include positions at Core Planning, LLC and Bardley-Morris Military Recruiting, as well as service in the United States Marine Corps Reserve. Wells Fargo Advisors Financial Network offers investment and fee-based financial planning services to individuals, trusts, and institutional clients, providing a broad range of planning options tailored to clients who meet net-worth thresholds. The firm integrates advisory services with other financial products and referral channels, delivering recommendations using proprietary research and planning tools.

Glenn Griffin Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 25 years of industry experience. He joined LPL Financial in 2017 after four years at Investment Centers of America. Outside of his advisory role, he is a business owner selling products on Amazon. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, and retirement plan consulting, providing both discretionary and non-discretionary management supported by research and a range of model portfolios.

Michael Heaney is a financial advisor with Merrill in San Antonio, TX, holding Series 63, 65, and 66 licenses and bringing 16 years of industry experience. He has been with Merrill and its affiliate Bank of America, N.A. since 2016. Merrill, together with Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, providing model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jeffry Woodcock is a CFP® with 28 years of industry experience, currently serving as a financial advisor at Ameriprise since 2021. His prior work includes roles at Randolph Brooks and CUNA Brokerage Services, as well as managing his own firm, Jeff's Investment Group, LLC, from 2009 to 2021. He is also employed as a financial advisor at Randolph Brooks Federal Credit Union. Ameriprise Financial Services is a large institutional advisory firm that serves both individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement planning with a written Recommendation Report and ongoing advice, emphasizing dependable income sources and tax-aware withdrawal strategies.

Virginia Stukkie is a financial advisor at Charles Schwab with 14 years of industry experience and holds a Series 66 designation. Her previous experience includes roles at Waddell & Reed, Inc. and Pontem LLC. She serves as president of the Parent Teacher Student Association of Texas. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering both non-discretionary and discretionary investment solutions supported by multi-asset model portfolios and centralized operational infrastructure.