Eric Schneider is a financial advisor with J.P. Morgan Securities in San Antonio, TX. He holds Series 63 and Series 66 credentials and has six years of industry experience. His career includes roles at JPMorgan Chase Bank, USAA, and Cylcofiesta. J.P. Morgan Securities provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Julian Mathews is a financial advisor at Mass Mutual Investors Services with two years of industry experience. He holds the Series 66 designation and has worked with MassMutual and its subsidiaries since 2021. Outside of his advisory role, Mathews serves on the board of directors for Students of Service, a nonprofit focused on supporting students and the community. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual, providing financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm offers a range of planning programs and educational seminars, emphasizing collaborative, goal-based financial advice.

Tory Devore is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 designations and bringing 23 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has worked at JPMorgan Chase Bank, N.A. since 1993. 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. The firm delivers these services alongside affiliated brokerage, distribution, and investment management capabilities.

Adriana Estevez is a financial advisor with Morgan Stanley in San Antonio, TX, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. She has been with Morgan Stanley Smith Barney since 2011. Outside of her advisory role, she operates a sole proprietorship unrelated to investment activities. Morgan Stanley Wealth Management serves both individual and institutional clients, providing tailored financial planning and a range of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs structured financial planning processes supported by firm-approved tools and methodologies.

Jose Velasco is a financial advisor with Equitable Advisors in San Antonio, TX, holding a Series 66 designation and 15 years of industry experience. He has been with Equitable Advisors since 2011, including its prior affiliation with Axa Advisors, LLC. Outside of his advisory work, he serves as a trustee for his mother. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm’s approach involves assessing client information and risk tolerance to match clients with various advisory programs, utilizing both proprietary and third-party investment solutions.

Carlos Lopez is a financial advisor at LPL Financial with 15 years of industry experience. He holds Series 63, 65, and 66 designations and has previously worked at Bank of America, Merrill, and USAA Trust Services. Outside of his advisory work, he is co-owner of a real estate rental business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment services, including access to model portfolios, third-party asset managers, and institutional platforms.

Susanne Serna is a CFP® professional with 28 years of industry experience, currently serving as a financial advisor at Raymond James Financial Services Advisors, Inc. since 2015. She is also affiliated with Security Service Federal Credit Union and participates in the Security Service Investment Group. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Candace Burkett is a financial advisor with Raymond James & Associates in San Antonio, TX, holding Series 63 and 66 licenses and 17 years of industry experience. She has worked at several notable firms, including Morgan Stanley, Citigroup, and JPMorgan Securities. Burkett is also the sole proprietor of Arrowhead Bookkeeping, LLC, an accounting and bookkeeping business. Raymond James & Associates is a large dually registered broker-dealer and investment adviser serving a broad client base, including individuals, institutional clients, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, supported by a nationwide adviser network and a diverse range of portfolio management styles.

Javier Acosta Geraldino is a financial advisor with Edward Jones in San Antonio, TX, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at CITIGROUP and JPMorgan Chase. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large national network of financial advisors and branch offices.

Jose Monterroso is a financial advisor at Fidelity with four years of industry experience. He holds the Series 63 and Series 66 licenses. Prior to joining Fidelity, Monterroso held roles at Brick House and Garden Bar and Bistro. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm uses a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from a diverse range of mutual funds, ETFs, and ETPs.

Michael Garza is a financial advisor at Edward Jones in San Antonio, TX, holding a Series 66 designation with three years of industry experience. Before joining Edward Jones in 2022, he worked at Vogt Auctions for one year and managed Cristina's Coins & Jewelry, Inc. for over three decades. He is also the owner of Boogie Bear Invitations, LLC, a party invitation and decor business. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions with a nationwide network of over 23,700 advisors.

David Snelling is a financial advisor at Ameriprise with 40 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Ameriprise offers a retirement-income planning service tailored for individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to provide non-discretionary recommendations through a centralized consulting team.

Jacqueline Cantu is a financial advisor with J.P. Morgan Securities in San Antonio, TX, holding a Series 66 designation and one year of industry experience. Prior to joining J.P. Morgan Securities, she worked at Equitable Advisors and spent 12 years with the Southside Independent School District. J.P. Morgan Securities 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 recommendations.

Patrick Schultz is a financial advisor with Primerica Advisors in San Antonio, TX, holding Series 63 and Series 65 registrations and 26 years of industry experience. He has worked with Primerica Financial Services and Pfs Investments Inc. since 1999 and was employed by Harlandale Independent School District for 17 years. Primerica Advisors is the sponsor and discretionary portfolio manager of a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm operates on a large scale with nearly 3,700 advisors and $15.5 billion in assets under management, employing model-delivery strategies managed by unaffiliated asset managers and supported by well-known custodians and overlay managers.

Paul Lewis is a CFP®-designated financial advisor with 10 years of industry experience. He is currently with UBS Financial Services and previously worked at Charles Schwab Bank, Charles Schwab & Co., Inc., and Morgan Stanley. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm delivers advisory work using proprietary capital market assumptions and research to tailor plans according to clients’ goals and risk tolerances.

Ben Pruett is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2001. He has been with Fidelity Investments since 1993, beginning as a Financial Representative III before advancing to his current role. With over two decades of experience at the firm, he works with clients to assist them in pursuing their financial goals. Ben emphasizes building long-term relationships with his clients and their families, recognizing that each client has unique circumstances and needs. He utilizes the breadth of resources available at Fidelity to support his clients effectively. No information about his education, credentials, personal interests, or community involvement has been provided.

Jose De Alba De La Garza is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including CitiGroup Global Markets and Victory Capital Advisers. Outside of his advisory role, he is listed as a partial owner of a family business that sells aircraft parts. J.P. Morgan Securities primarily serves institutional clients and retirement plan sponsors, offering investment consulting and advisory services through a process that includes quantitative asset-allocation modeling, centralized due diligence, and an ESG eligibility framework.

Jorge Burgos is a Financial Advisor with Merrill Lynch Wealth Management. He holds the designation of Personal Investment Advisor (PIA) and has over 12 years of experience in the financial services industry. Jorge works closely with professionals, executives, and families to help them pursue their financial goals through tailored strategies that address investing, retirement planning, tax efficiency, and legacy planning. Jorge's approach centers on understanding what matters most to each client, emphasizing a planning-first and relationship-driven methodology. He assists clients in developing clear plans to prepare for expected and unexpected life events, aiming to help them stay disciplined and focused amid opportunity and uncertainty. He communicates fluently in English and Spanish, facilitating comprehensive financial guidance. He holds a High School Diploma from Schurr High School and an Associate's Degree from Rio Hondo College. Jorge emphasizes ongoing advice and guidance, supporting clients as their needs evolve.

Taylor Lipsit is a financial advisor with Primerica Advisors in San Antonio, TX, holding Series 63 and Series 65 licenses and having two years of industry experience. Prior to joining Primerica Advisors, Lipsit was associated with Primerica Financial Services and has experience running a nutrition and oxygen bar business. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm delivers advisory services through a large network of advisors using model-based strategies developed by unaffiliated asset managers.

Michael Tierney is a financial advisor with Wells Fargo Clearing in San Antonio, TX, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent five years with Wells Fargo Advisors LLC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting, managing approximately $671 billion in assets through more than 14,000 financial advisors.