Harry Austin is a financial advisor at Fidelity with 19 years of industry experience. He holds the Series 63 and Series 66 designations. His prior work includes roles at Victory Capital Advisers, USAA Investment Management Company, and USAA financial planning services. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, offering discretionary and non-discretionary portfolio management along with fund advisory services. The firm employs a blend of fundamental research and quantitative analysis, using systematic methodologies and algorithmic portfolio construction to develop model portfolios.

Alberto Torres is a Series 66-licensed financial advisor with 24 years of industry experience. He currently works at LPL Financial and previously held roles at Waddell & Reed, Inc. He has served on the St. Francis CYO Board and has been involved in real estate activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services delivered through a large network of advisors using a variety of strategies and platforms.

Tammy Swann is a financial advisor with LPL Financial in San Antonio, TX, holding a Series 66 designation and 20 years of industry experience. Her prior roles include positions at SPC, Sigma Financial Corporation, Ameriprise, and Investment Professionals, Inc. She is also involved with Upstream Investment Partners in an investment-related capacity. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions through a broad advisory and brokerage platform that includes financial planning, model portfolios, and institutional programs.

David Schubert is a financial advisor with Primerica Advisors in San Antonio, TX, holding Series 63 and Series 65 licenses and 14 years of industry experience. He has worked with Primerica Advisors since 2017 and previously with PFS Investments Inc. from 2011 to 2016. Outside of his advisory role, he owns David L Schubert Enterprises LLC, a business focused on asset tracking device sales. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and limited discretionary separately managed accounts primarily to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Daniel Hernandez is a Series 66-licensed financial advisor at Ameriprise in San Antonio, TX, with eight years of industry experience. He has been with Ameriprise since 2015, including his current role from 2020 onward. Prior to his financial services career, he worked at San Antonio Christian School and the University of Texas at San Antonio. Ameriprise offers a retirement-income planning service tailored to individuals with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis through a centralized consulting team to deliver these recommendations, primarily for clients holding assets in Ameriprise-managed accounts.

Jacob Yaklin is a CFP® with five years of industry experience, currently serving as a financial advisor at LPL Financial in San Antonio, TX. His prior experience includes five years at Oakwell Private Wealth Management, a year with Yaklin Chrysler Dodge Jeep and Ram, and four years of service in the United States Marine Corps. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services through a broad network of representatives to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and asset management solutions, including model portfolios and institutional platforms, supported by machine-learning tools for operational and research purposes.

Omar Siddiqui is a financial advisor with Merrill in San Antonio, TX, holding Series 63 and Series 66 designations and seven years of industry experience. His prior roles include positions at JPMorgan Chase Bank and Deutsche Bank AG. He serves as a board member of the Houston Shifa Foundation, a nonprofit clinic providing affordable health care to underserved communities in Houston. Merrill, together with its affiliate 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, and institutional investors.

Daniel Crites is a CFP®-credentialed financial advisor with Morgan Stanley in San Antonio, TX, bringing 10 years of industry experience. He has been with Morgan Stanley and its Private Bank division since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs including tailored financial planning and manages approximately $2.74 trillion in client assets.

Mark Gregory is a financial advisor with Primerica Advisors in San Antonio, TX, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. He has been with Primerica Advisors since 1982 and Primerica Financial Services since 1991. In addition to his advisory role, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with a range of model-delivery strategies and separately managed account options under a wrap-fee structure. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, maintaining oversight of model selection and implementation.

Steven Hart is the Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2012. He has developed over 27 years of experience in the financial industry, focusing on creating and maintaining comprehensive financial plans tailored to the unique needs of his clients. Steven emphasizes the importance of communication and personal relationships in effectively assisting clients with their financial goals. His career at Fidelity Investments includes roles such as Senior Relationship Officer, Financial Planning Consultant, Investment Solutions Representative, and Brokerage Trading Representative. This extensive experience has contributed to his expertise in financial consulting and client relationship management. Steven holds an insurance license in Arkansas. Outside of his professional work, Steven enjoys activities such as going to the beach, biking, cooking and baking, socializing with friends, photography, and traveling.

Marcus Selva is a financial advisor with LPL Financial in San Antonio, TX, holding Series 63 and Series 65 credentials and 17 years of industry experience. His prior roles include positions at Snowden Lane Partners and Bank of America/Merrill. Selva is involved with Upstream Investment Partners, an entity related to his LPL business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by technology tools and oversight of extensive discretionary assets.

Michael McClelland is a financial advisor with Wells Fargo Advisors in San Antonio, TX, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has held various roles within Wells Fargo since 2017 and owns OakSpring Partners LLC, a personal growth business. He is also owner of Water @ Sea Music LLC, a music label. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and integrates advisory solutions with other financial products through a large network of advisors.

Ryan Mccleary is a CFA® charterholder with 17 years of industry experience. He currently works at Merrill and previously spent 12 years at CITI Private Bank. 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. The firm offers model-based and discretionary investment strategies and serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Henry Shackelford is a Series 66-licensed financial advisor with Morgan Stanley in San Antonio, TX, holding one year of industry experience. His prior roles include positions at Texas Capital Bank and Camino Real Advisors, LLC, as well as time spent in full-time education. Morgan Stanley Wealth Management serves both individual and institutional clients with a range of advisory programs, emphasizing tailored financial planning supported by structured discovery conversations and advanced modeling tools. The firm manages approximately $2.74 trillion in client assets and offers its services through both direct and corporate financial planning agreements.

Michael Mewborne is a financial advisor with Wells Fargo Advisors in San Antonio, TX, holding a Series 66 credential and having 12 years of industry experience. He has been with Wells Fargo Advisors and related entities since 2014. Outside of advising, he co-owns Mewborne Photography and performs as a vocalist and instrumentalist in a band. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad planning menu and integrates advisory services with other financial products and referral channels.

Janette Prichard is a financial advisor with UBS Financial Services in San Antonio, TX, holding a Series 63 designation and 44 years of industry experience. She has been with UBS since 1981. UBS Financial Services Inc. serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides research-based, tailored investment solutions.

John Harmon Jr. is a financial advisor at Edward Jones in San Antonio, TX, holding a Series 66 designation with seven years of industry experience. Prior to joining Edward Jones in 2019, he spent 25 years at Southern Glazers of Illinois. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies and separately managed accounts, and operates under a fiduciary standard.

Matthew Rodriguez is a financial advisor with Merrill in San Antonio, TX. He holds Series 63 and Series 66 licenses and has been in the industry for one year. Prior to joining Merrill, he worked at Charles Schwab & Co., Inc. for one year. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Jaime Gutierrez is a Financial Advisor and Senior Portfolio Advisor at Merrill Lynch Wealth Management. In this role, he works with business owners and successful families to integrate investment strategies, financial planning, and risk management into coordinated wealth plans. Since joining Merrill Lynch in 2022, Gutierrez has focused on building meaningful relationships, delivering thoughtful guidance, and contributing to the firm's culture of leadership and service. He serves as Board Chair of the Merrill Lone Star Market Board of Directors (2023–2026), where he supports advisor development, internal culture, and community engagement across Texas. Gutierrez began his financial career at Citibank, advancing from Wealth Coach to Wealth Advisor by building trust and helping clients navigate their financial lives. Prior to entering financial services, he held leadership positions as Sales Manager at James & James Formalwear and CEO of Loop Social, LLC. Gutierrez holds licenses including Series 7, Series 66, Series 3, and General Lines Life and Health, and is a Personal Investment Advisor (PIA). He earned a High School Diploma from the University of Texas System. Active in the San Antonio community, Gutierrez has participated in the Alex Briseño Leadership Development Program (ABLDP) 2025, Leadership San Antonio (LSA50), and serves on the United Way of San Antonio and Bexar County Advisory Board. Through these programs, he has engaged with civic leaders, nonprofits, and business coalitions to support economic development, community outreach, and youth leadership. He is a member of the San Antonio Hispanic Chamber of Commerce and speaks English and Spanish.

Annelisa Longoria is a financial advisor with Equitable Advisors in San Antonio, TX, holding Series 63 and Series 65 registrations and bringing 16 years of industry experience. She has worked with Equitable Advisors since 2010, including during its affiliation as Axa Advisors. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm uses a range of advisory programs, including third-party asset managers and LPL-sponsored options, focusing on aligning client information and risk tolerance with appropriate investment models.