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.

Edward Fabela is a financial advisor with J.P. Morgan Securities in San Antonio, TX, holding Series 63 and Series 66 credentials and seven years of industry experience. His career includes multiple roles at J.P. Morgan Securities and JPMorgan Chase Bank, N.A., as well as prior positions at Bank of America and Merrill. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling combined with centralized due diligence. The firm applies an ESG eligibility framework in its investment recommendations and offers services on a non-discretionary basis.

Roland Gayatin is a financial advisor with Primerica Advisors in San Antonio, TX, holding Series 65 and Series 63 licenses with four years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2021. Outside of his advisory role, he is involved with Oblate Missions, an affiliation dating back over two decades. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm uses model-driven investment strategies and supports accounts with custodial and trade execution services provided by Pershing.

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.

Robert Cadena Jr. is a financial advisor with LPL Financial in San Antonio, TX, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. His prior roles include positions at Invest Financial Corp., KCM & Associates, and Mass Mutual Investors Services. Outside of his advisory work, he owns OLRAC, LLC, a business entity used for tax and investment purposes. 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 management services, utilizing model portfolios, third-party subadvisors, and customized strategies delivered through a large network of advisors.

Jaime Arredondo is a financial advisor with Charles Schwab, holding a Series 66 designation and 19 years of industry experience. He has worked at Charles Schwab Bank, SSB and Charles Schwab & Co., Inc. since 2020 and previously held roles at USAA Investment Management Company and USAA Financial Advisors, Inc. from 2007 to 2020. Charles Schwab & Co., Inc. serves a large client base primarily consisting of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm offers a combination of non-discretionary advisory models alongside access to discretionary separately managed accounts, supported by centralized supervision, custody, and operational resources.

Philip Stevens is a financial advisor with Wells Fargo Advisors in San Antonio, TX, holding Series 63 and Series 65 designations and 42 years of industry experience. He has been with Wells Fargo Advisors and its affiliated entities since 2011. Stevens also has ownership in Abundant Blessings Wealth Management LLC, a financial practice he operates with his spouse. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services supported by proprietary research and tools, with planning engagements typically structured as discrete consultations rather than ongoing advisory relationships.

Caley Cunningham is a financial advisor with Merrill in San Antonio, TX, holding a Series 66 designation and seven years of industry experience. Prior to joining Merrill, Cunningham worked at the University of Texas at Austin and Heb. 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 strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Nicholas Valenti is a financial advisor with OSAIC in San Antonio, TX, holding Series 63 and Series 65 credentials and 17 years of industry experience. He previously worked at Signator Investors Inc for nine years before joining OSAIC in 2018. Valenti is also involved with Platinum Wealth Solutions of Texas, LLC, where he engages in the sales and marketing of securities, investment advisory, and insurance products. OSAIC serves a diverse range of retail and institutional clients through an extensive network of affiliated financial advisers, offering integrated brokerage and investment advisory services, financial planning, and access to third-party money managers. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct portfolios across various investment vehicles.

Bruce Irick is a financial advisor at Merrill with two years of industry experience. He holds the Series 66 and Series 63 licenses and previously worked at The Bank of Austin, Texas Partners Bank, and Wells Fargo. He serves as a board member for Central Texas Folds of Honor, a nonprofit that provides scholarships for children of military veterans. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services through the Select Portfolio Solutions Program to a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm utilizes model-based and discretionary investment strategies constructed by internal and third-party managers, along with strategic asset allocation and tax-aware options.

Jacqueline Von Schulenburg is an International Wealth Advisor at Merrill Lynch Wealth Management. She joined the firm in 2021 and is fully registered, supporting clients with their financial management and investment needs. Jacqueline holds a high school diploma from CUM Centro Universitario Mexico and an associate's degree from the CBM School of Business. She is designated as a Personal Investment Advisor (PIA). She works alongside her father, Manuel H von Schulenburg, leveraging their combined expertise to serve corporate executives, business owners, and their families, focusing on navigating financial markets and international regulations. In her personal time, Jacqueline is involved in family activities such as boating, water sports, and bicycle riding.

Yoshia Hence is a financial advisor with Cetera, holding the ChFC® designation and Series 63 and 66 licenses, with 11 years of industry experience. Prior to joining Cetera, he worked at Foresters Financial and had roles at Lyft and Uber. He serves as the alumni chapter secretary for the University of Alabama National Alumni Association in San Antonio. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, retirement plan, charitable, and institutional clients through a nationwide network of independent advisors. The firm provides portfolio management, financial planning, retirement services, and access to third-party money managers, operating a multi-manager platform with diverse program options and custodial relationships.

Amanda Collins is a CFP® with seven years of industry experience, currently affiliated with Wells Fargo Clearing since 2016. She holds a Series 66 license and serves as a notary public in Victoria, TX. Collins is also a co-owner of Collins Cottages LLC, a business involving rental property management. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute.

Blake Biddle is a financial advisor with UBS Financial Services in San Antonio, TX, holding a Series 66 credential and eight years of industry experience. Prior to joining UBS in 2025, he worked at Morgan Stanley and Morgan Stanley Private Bank from 2017 to 2025. Before entering the financial industry, he was a professional golfer from 2015 to 2017. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, including fee-based financial planning and discretionary portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor strategies to clients' goals and risk tolerances.

Michael Gulker is a financial advisor with Cetera who holds Series 63 and Series 66 licenses and has 12 years of industry experience. His prior roles include positions at Foresters Financial Services and Kestra Advisory. Outside of his advisory work, he serves as an assistant hitting instructor at Batting Lanes 210. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management and consulting services delivered via a multi-manager platform with access to affiliated and third-party managers and diverse program structures.

Andy Jamieson is a Financial Consultant at Fidelity Investments, where he has been working since 2021. He assists clients and their families in growing and protecting their wealth, making investment decisions, and simplifying their financial lives. Andy aims to build strong relationships with his clients based on trust, reliability, and competency. Andy has extensive experience in the financial industry, having held roles such as Investment Consultant and Investment Solutions Representative at Fidelity Investments from 2018 to 2021, and Financial Advisor at AXA Equitable from 2016 to 2018. His background reflects a consistent focus on investment and financial advisory services. Outside of his professional work, Andy engages in family activities, social events with friends, and volunteering.

Jacob Kidd is a financial advisor at Charles Schwab with six years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Sanford C. Bernstein & Co. LLC, Hilton Hotels, and Three Part Advisors, LLC. Kidd is based in San Antonio, TX. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm offers both non-discretionary investment guidance and access to discretionary separately managed accounts, combining a large-scale, integrated structure with a range of advisory and custodial services.

Jeffrey Bowers is a financial advisor with Morgan Stanley in San Antonio, TX, holding a Series 66 designation and nine years of industry experience. Prior to joining Morgan Stanley in 2021, he spent five years with JPMorgan Securities LLC. Morgan Stanley Wealth Management serves individual and institutional clients with a broad range of advisory programs, including tailored financial planning that incorporates firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-sponsored financial planning services.