James Boynton is a financial advisor at Ameriprise with 45 years of industry experience. He has previously worked at RBC Capital Markets Corporation and Ameriprise Financial Services Inc. Boynton serves on the board of directors for SA Life Academy and is involved with ATCOTX, LLC, an oil and gas royalty business. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations delivered through a centralized consulting team.

Caitlin Bernatt is a financial advisor at J.P. Morgan Securities with four years of industry experience. She holds a Series 66 designation and has previously worked at Merrill and Bank of America. Outside of her advisory career, she has been involved with The Dance Shack, a prior engagement unrelated to finance. 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.

Rollins Rubsamen is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Morgan Stanley Private Bank, National Association since 2015 and with Morganstanleysmithbarney since 2010. Based in San Antonio, TX, Rubsamen works within one of the largest wealth management firms in the industry. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning services, and manages approximately $2.74 trillion in client assets.

Brunilda Ramon is a financial advisor at Wells Fargo Advisors in San Antonio, TX, with nine years of industry experience. She holds Series 63 and Series 66 designations and has worked at various Wells Fargo entities since 2013. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and integrates advisory solutions with other financial products and referral channels.

Antonio Duran is a financial advisor at Merrill with Series 63 and Series 66 credentials and four years of industry experience. His prior roles include positions at J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A. He also worked at Chick-Fil-A for four years before entering the financial sector. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies designed for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Braden Tate is a financial advisor with Equitable Advisors in San Antonio, TX, holding a Series 66 license and five years of industry experience. Prior to joining Equitable Advisors in 2021, his work history includes positions at Sam’s Club, InstaCart, and Illinois State University. Equitable Advisors serves individual clients across a range of wealth levels, pension and profit-sharing plans, corporations, and nonprofit entities, providing financial planning, retirement plan consulting, and asset management through a network of Investment Adviser Representatives. The firm uses a variety of third-party advisory programs and emphasizes matching clients to investment models based on their risk tolerance and financial goals.

Garret Sladek is a financial advisor with Equitable Advisors in San Antonio, TX, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. He has worked at Equitable Advisors since 2017 and previously served at Axa Advisors, LLC. Before his advisory career, he worked with Boerne ISD from 2013 to 2017. Equitable Advisors serves a wide range of clients including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset-management programs, utilizing a combination of third-party asset managers and proprietary advisory models.

Denice Benavidez is a financial advisor at Fidelity with 26 years of industry experience. Her career includes roles at USAA Investment Management Company and Charles Schwab & Co. Outside of her advisory work, she operates a business focused on buying and renting residential properties in San Antonio. She is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and serve its clients.

Mason Nelson is a financial advisor with Morgan Stanley in San Antonio, TX, holding Series 63 and Series 66 licenses and three years of industry experience. His prior work history includes roles at Equitable Advisors and The HomeDepot, as well as time spent in educational settings including Texas Tech University and Ingram High School. Morgan Stanley Wealth Management is a registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutions, including tailored financial planning supported by structured discovery tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate financial planning agreements.

Travis Hughes is a financial advisor with Ameriprise Financial Services, holding Series 63 and Series 65 licenses and seven years of industry experience. Prior to joining Ameriprise in 2021, he worked at Randolph Brooks Federal Credit Union and CUNA Brokerage Services from 2019 to 2021, as well as at NYLIFE Securities and New York Life Insurance Company. He has also been involved in outside employment related to his financial advisory work at Randolph Brooks Federal Credit Union. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendations and ongoing annual planning focused on retirement income sources and tax-aware withdrawal strategies.

Anthony Quintanilla is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in creating personalized wealth management strategies that reflect his clients' financial priorities and adapt to evolving market conditions. Anthony provides access to investment insights through Merrill and banking and lending services through Bank of America, aiming to help clients pursue their long-term financial goals. He holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from the University of Texas System. Anthony is committed to the Merrill tradition of community involvement and dedicates time to volunteering with local organizations.

Preston Hastings is a financial advisor with Primerica Advisors in San Antonio, TX, holding Series 63 and Series 65 credentials and eight years of industry experience. His career includes work with PFS Investments Inc. and various other firms, along with roles in education and retail sectors. Hastings is also involved in sales referrals for home security and automation products through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program that serves individual, corporate, and charitable clients primarily through model-based investment strategies managed by third parties. The firm operates at scale with thousands of advisors and offices, focusing on advisory services rather than institutional portfolio management.

Daniel Santoyo is a financial advisor with Fidelity in San Antonio, TX, holding Series 63 and Series 66 registrations and one year of industry experience. His prior work includes roles at BMO Bank US and Spectrum (Charter Communications), among others. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that serves retail and institutional clients through discretionary portfolio management, advisory services, and fund advisory. The firm combines fundamental research with quantitative and algorithmic portfolio construction, offering model portfolios built from mutual funds, ETFs, and ETPs.

Samantha Flores is a financial advisor with LPL Financial in San Antonio, TX, holding Series 63 and 65 licenses and 18 years of industry experience. Prior to joining LPL Financial in 2021, she worked at Christopher Hall, Pontem LLC, Waddell & Reed Inc, Betty Vargas, and Investment Professionals Inc. Outside of her advisory work, she is involved with Caliente Harley Davidson Motorcycles. LPL Financial is a national broker-dealer and SEC-registered investment adviser that delivers services through a large network of representatives to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, utilizing both proprietary and third-party strategies, supported by technology tools for operational and research purposes.

Audrey Kimball is a Financial Consultant at Fidelity Investments, where she has been working since 2024. Prior to this role, she served as a Planning Consultant from 2021 to 2024 and as an Investment Solutions Representative from 2019 to 2021, all within Fidelity Investments. Her professional focus involves helping clients navigate complex financial decisions by analyzing risks and developing comprehensive financial plans. Audrey holds a California Insurance License, supporting her ability to offer informed advice on insurance-related financial matters. She is dedicated to empowering individuals to simplify their financial lives and create strategies for building, preserving, and distributing wealth. Outside of her professional work, Audrey enjoys a variety of personal interests including board games, food, movies, music, reading, and singing.

Ian Davis is a financial advisor with Morgan Stanley who holds a Series 66 designation and has 21 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2009 and has worked at Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and utilizes a structured planning process supported by tools such as Secular Return Estimates and Monte Carlo simulations.

James Clauser is a Series 66-licensed financial advisor with 19 years of industry experience, currently associated with Charles Schwab in San Antonio, TX. His prior roles include positions at USAA Financial Advisors and Usaa Investment Management Company. Outside of his advisory work, he is a co-owner of Clauser LLC, where he manages financial operations. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth clients through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services, offering a combination of non-discretionary and discretionary investment management with integrated custody and brokerage operations.

Stephen San Roman is a financial advisor at Raymond James & Associates with nine years of industry experience. He holds a Series 66 designation and has worked at MML Investors Services and Massachusetts Mutual Life Insurance Company over an eight-year period, as well as DXP Enterprises, Inc. for two years. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional investors, and municipal entities, offering services such as financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Michael Apolinar is a financial advisor with Edward Jones in San Antonio, TX. He holds a Series 66 designation and has been with Edward Jones since 2026. Prior to joining the firm, he worked at Smithfield Foods, JR Simplot, and Pepsico. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies, with approximately $1.01 trillion in assets under management supported by a nationwide network of financial advisors and branch offices.

John Farar is a financial advisor at Charles Schwab with 25 years of industry experience. He holds the CFP® designation along with Series 63 and Series 66 licenses. His prior experience includes two years at TD Ameritrade and ten years at Charles Schwab Bank SSB and Charles Schwab & Co., Inc. Charles Schwab & Co., Inc. serves a large client base of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary advisory services and access to discretionary separately managed accounts. The firm integrates advisory, brokerage, custody, and cash-sweep services within its multi-asset investment approach.