Jacob Schlosser is a financial advisor at Equitable Advisors with four years of industry experience. Prior to joining Equitable Advisors in 2021, he worked in education for over a decade, including roles at Conejo Valley Unified School District and Carden Conejo School. Outside of his advisory work, Schlosser is involved in sports officiating, serving as a contracted coach and referee for Lonestar Field Hockey and as an umpire for NCAA events. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by offering financial planning, retirement-plan support, and access to asset management through various third-party programs. The firm operates a hybrid referral and implementation model, leveraging external asset managers and providing both advisory and brokerage services.

James Berg is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and having 20 years of industry experience. He has a background with Avantax in various advisory and insurance roles spanning from 2005 to 2025, and he also operates a CPA practice specializing in tax preparation and accounting. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base, including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with a range of investment program options and access to third-party money managers.

Amanda Reyes is a financial advisor at Edward Jones with 14 years of industry experience. She holds a Series 66 designation and previously worked at USAA in various financial planning and investment services roles from 2014 to 2024. Outside of her advisory work, she is the owner of Innovative Portfolio Strategies LLC, a rental property business in Boerne, Texas. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and pension plans. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products through a nationwide network of financial advisors.

Sven Liane is a financial advisor at Fidelity with 30 years of industry experience. He holds the CFP® designation as well as Series 63 and Series 66 licenses. In addition to his advisory role, he engages in part-time executive coaching as a sole proprietor. Fidelity, through its Strategic Advisers division, provides investment management and advisory services to retail and institutional clients, offering discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery. The firm integrates proprietary research with quantitative and algorithmic methods and serves as an advisor to multiple registered investment companies and fund-of-funds.

Emily Sanders is a financial advisor at Morgan Stanley with a Series 66 designation and four years of industry experience. She previously worked at Bank of America and Merrill. Outside of advisory work, she serves on the finance committee of the Lone Star Response Team, a community organization in San Antonio, and is involved in search and rescue operations through Black Hat Collective, LLC. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets. The firm’s financial planning process uses structured discovery conversations and firm-approved tools but generally does not provide individual security recommendations as part of standalone planning.

Mark Temple is a CFP® with 23 years of industry experience, currently serving as a financial advisor at Edward Jones since 2021. His prior roles include positions at AIG Capital Services, American General Life Insurance, and Saybrus Equity Services. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of discretionary and non-discretionary investment strategies, including separately managed accounts and affiliated mutual funds, and operates under a fiduciary standard.

Jaime Legarreta is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. He holds the Series 63 and Series 66 designations. His prior experience includes roles at PNC Investments, Compass Bank, BBVA Securities Inc, and JPMorgan Chase Bank. J.P. Morgan Securities 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 when recommending strategies.

Jack Putnam is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds Series 66 and Series 63 licenses and previously worked at Fidelity Investments. Outside of finance, he has experience in the hospitality sector, including roles at Bold City Brewery and The Brick Restaurant. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling and centralized due diligence to inform recommendations. The firm applies an ESG eligibility framework and delivers services on a non-discretionary basis, with clients retaining final decision-making authority.

Blas Catalani II is a financial advisor with Wells Fargo Clearing in San Antonio, TX, holding Series 63 and Series 65 credentials and bringing 50 years of industry experience. He previously worked at Hilltop Securities Inc. for 15 years before joining Wells Fargo Clearing in 2022. Catalani serves on the advisory board for Methodist Healthcare Ministries and is an investment committee member for Endeavors, both based in San Antonio. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broader range of financial product offerings, such as insurance-related vehicles and bank deposit sweep options.

Robert Cline Jr. is a financial advisor with Equitable Advisors in Boerne, TX, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Equitable Advisors since 1999, including its predecessor AXA Advisors, LLC. Outside of his advisory role, he owns and manages an accounting practice where he prepares and reviews tax returns. Equitable Advisors serves individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients by providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, utilizing LPL-sponsored programs and endorsed TAMPs to deliver advisory and brokerage solutions.

Bodo Knochenhauer Jr. is a financial advisor with Wells Fargo Clearing in San Antonio, TX, holding a Series 63 designation and 34 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2010 to 2016. Outside of his advisory role, he is involved in managing rental property in Port Aransas, TX. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s investment approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Tram Garcia is a Financial Advisor at Merrill Lynch Wealth Management based in San Antonio. She works closely with individuals and families to develop personalized financial strategies that align with their short-, mid-, and long-term goals. Her areas of focus include retirement planning, wealth management, college education planning, employee benefits planning, family wealth management strategies, legacy planning, small business strategies, women and wealth, individual and corporate investment strategy, tax minimization, and retirement income. Tram provides ongoing guidance to help clients stay on track as their financial needs evolve. Tram holds a Bachelor's Degree from the Royal Melbourne Institute of Technology (RMIT) and holds professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). She is fluent in English, Vietnamese, and Spanish. In addition to her advising role, she participates in the Bank of America Volunteers Program. Outside of her professional responsibilities, Tram enjoys activities such as billiards, music, pickleball, singing, soccer, spending time with her family, swimming, traveling, volleyball, and watching movies.

Travis Mayfield is a financial advisor with Morgan Stanley Wealth Management in San Antonio, Texas. He holds Series 63 and Series 66 designations and has 14 years of industry experience. His prior roles include positions at Frost Brokerage Services and Frost Bank. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides a wide range of advisory programs including tailored financial planning supported by firm-approved tools and investment modeling.

Adolfo Estrella Jr. is a Financial Advisor with Merrill Lynch Wealth Management, specializing in helping individuals, families, business owners, and retirees with comprehensive financial planning, investment management, retirement planning, and workplace retirement plans. His approach focuses on understanding each client's unique priorities and developing tailored strategies that deliver clarity and direction. Originally from South Texas, Adolfo began his career in McAllen, later working in Corpus Christi before establishing his practice in San Antonio. He holds a Bachelor's Degree in Business Administration from the University of Texas Pan American and an MBA from Webster University. Adolfo has earned several professional designations, including Accredited Wealth Management Advisor (AWMA), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Plans Specialist (CRPS), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Fluent in both English and Spanish, he is a member of the San Antonio Hispanic Chamber of Commerce. In his work, Adolfo aims to build lasting relationships by providing straightforward advice, personalized service, and ongoing guidance through every stage of life. His expertise covers areas such as divorce transition planning, employee benefits planning, legacy and philanthropic planning, tax minimization, retirement income, and portfolio management services. Adolfo integrates various components of clients' financial lives, including investments, retirement savings, business interests, and legacy planning, into coordinated strategies tailored to their goals.

Christian Casillas is a financial advisor with Raymond James Financial in San Antonio, TX, holding a Series 66 designation and one year of industry experience. He has worked with Raymond James Financial and related entities since 2024, as well as Security Service Federal Credit Union since 2022, where he assists with administrative workflow and fixed annuities. Prior to his financial career, he held various roles including positions in the hospitality sector. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base ranging from individuals to institutional clients. The firm offers tailored, non-discretionary planning and consulting supported by analytical tools, and is noted for its municipal advisory affiliation and specialized SIMPLE IRA Employer Advisory & Consulting Services.

George Marin Jr. is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. His career includes 18 years at Citi Personal Wealth Management before joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A. in 2026. He is also a co-owner of a rental property in Lawndale, California, shared with his siblings. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its investment recommendations.

Ivan Valadez is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Chase Bank and J.P. Morgan Securities since 2018, following prior roles at Wells Fargo Clearing and Wells Fargo Advisors. 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 integrates large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Virginia Raborn is a financial advisor at Morgan Stanley with 25 years of industry experience. She has been with Morgan Stanley since 2009 and currently works at Morgan Stanley Private Bank, National Association. Outside of her advisory role, she serves as a board member for the Newcombe Estate Property Owners Association in New Braunfels, Texas. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients, offering tailored financial planning and a broad range of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and methodologies.

Steven Fitzsimmons is a financial advisor with Morgan Stanley in San Antonio, TX, holding a Series 66 designation and 11 years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individuals and institutional clients. The firm provides tailored financial planning services supported by structured discovery processes and proprietary tools, managing approximately $2.74 trillion in client assets.

Sandra Deskin is a financial advisor with Morgan Stanley in San Antonio, TX, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. She has been with Morgan Stanley since 2009 and has also worked at Citigroup Global Markets since 1993. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and offers financial planning through structured processes and firm-approved tools.