Nicolas Mcnabb is a financial advisor with Thrivent Investment Management in San Antonio, TX, holding a Series 66 license and 19 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2011. Mcnabb serves as a board member for Junior Achievement of South Texas, focusing on motivating youth toward career success and financial literacy. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, offering comprehensive, goal-based financial analyses without discretionary trading authority. The firm allows clients to integrate planning with managed-account services through a consolidated billing option called “WealthPlan,” maintaining separate planning and portfolio management functions.

Anahi Marcos Salvador is a financial advisor at Morgan Stanley in San Antonio, TX, holding Series 63 and Series 66 licenses with five years of industry experience. Prior to joining Morgan Stanley, Salvador worked at Charles Schwab & Co., Inc. and State Farm Insurance Companies. She has also held roles with Catholic Charities Fort Worth and Oportun Inc. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. Their approach involves structured discovery conversations and firm-approved planning tools, supporting clients in implementing and updating their plans.

Stephen Walker is a financial advisor at LPL Financial with 56 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at Securities America Advisors, Securities America Inc., WFG Advisors, LP, and Williams Financial Group. Outside of advising, he is involved as a co-owner and business owner in several entities unrelated to investment advisory. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides financial planning, advisory programs, retirement plan consulting, and brokerage services, with access to model portfolios, third-party subadvisors, and technologies including machine learning.

Jiexiong Liu is a financial advisor at World Choice Securities, Inc. with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has held roles at multiple firms, including Benefit Mall, Life Marketers, and Humana Health Insurance, where he is involved in selling health and life insurance products. Outside of financial advising, he serves as president of JMW Technologies, Inc., managing IT client relationships. World Choice Securities, Inc. serves individual investors across a range of wealth levels, providing portfolio management, financial planning, and access to third-party investment solutions. The firm emphasizes globally diversified portfolios aligned with client risk profiles and offers both discretionary and non-discretionary account management.

Michael Knuffke is a financial advisor with The Von Dohlen Knuffke Financial Group, LLC in San Antonio, TX, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with the firm since 2015 and serves as a board member of the Allied Women Center, a non-profit organization in San Antonio. The Von Dohlen Knuffke Financial Group provides comprehensive financial planning and consulting services to high-net-worth individuals, trusts, estates, non-profits, corporations, and small businesses. The firm’s advisory process uses documented Financial Road Map® plans and Investment Policy Statements, incorporating morally responsible investing, tactical asset allocation, and cyclical analysis, while working with subadvisors and third-party managers to implement client portfolios.

Patrick Vondohlen is a financial advisor with The Von Dohlen Knuffke Financial Group, LLC in San Antonio, TX, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. His career includes roles at Next Financial Group Inc and Von Dahlen Consulting GP, LLC. Outside of advisory work, he is involved in mortgage financing and consulting through The Practice Solutions Group and holds ownership interests in related business ventures, as well as participation in the San Antonio Family Association. The Von Dohlen Knuffke Financial Group provides financial planning and advisory services to high-net-worth individuals, trusts, estates, non-profits, corporations, and small businesses. The firm emphasizes comprehensive financial planning using its Financial Road Map® and Investment Policy Statements, often implementing strategies through third-party money managers and subadvisors with a planning-centric approach that can include morally-responsible investing and tactical asset allocation.