Norman Wright is a financial advisor with Primerica Advisors in San Antonio, TX, holding Series 63 and Series 65 licenses and 17 years of industry experience. He has worked with PFS Investments Inc. and Primerica Financial Services since 2008 and is currently affiliated with Clifton ISD. His other business activities include the sale of loan products and home-related services through affiliates of PFS Investments Inc. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm’s approach includes curated third-party asset managers and a tiered wrap-fee structure.

Matthew Trapp is a financial advisor with Merrill in San Antonio, TX, holding Series 63 and Series 65 licenses and 19 years of industry experience. He has worked at Bank of America and Merrill since 2007. Outside of his advisory role, he is the Chief Financial Officer of White Oak Barn Inc., a retail clothing and gift boutique. Merrill, along 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 investment strategies for individuals, high-net-worth clients, and institutional investors.

William Hrynyshyn is a CFP®-certified financial advisor with 37 years of industry experience, currently practicing at UBS Financial Services since 2009. He is a partner in an LLC offering leadership and personal development coaching and serves as executive director of a 501(c)(3) charity focused on supporting foster children, domestic abuse victims, and the homeless. His professional activities also include managing and distributing funds for charitable causes and providing coaching related to business growth and brand management. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory services, combining institutional trading capabilities with wealth management offerings. The firm employs proprietary research and model-based asset allocations to tailor financial plans aligned with client goals and risk tolerances.

Nicolas Mcnabb is a financial advisor with Thrivent Investment Management in San Antonio, TX, holding a Series 66 license and 19 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2011. Mcnabb serves as a board member for Junior Achievement of South Texas, focusing on motivating youth toward career success and financial literacy. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, offering comprehensive, goal-based financial analyses without discretionary trading authority. The firm allows clients to integrate planning with managed-account services through a consolidated billing option called “WealthPlan,” maintaining separate planning and portfolio management functions.

Anahi Marcos Salvador is a financial advisor at Morgan Stanley in San Antonio, TX, holding Series 63 and Series 66 licenses with five years of industry experience. Prior to joining Morgan Stanley, Salvador worked at Charles Schwab & Co., Inc. and State Farm Insurance Companies. She has also held roles with Catholic Charities Fort Worth and Oportun Inc. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. Their approach involves structured discovery conversations and firm-approved planning tools, supporting clients in implementing and updating their plans.

Stephen Walker is a financial advisor with LPL Financial based in San Antonio, TX. He holds Series 63 and Series 65 licenses and has 56 years of industry experience. His prior roles include positions at Securities America Advisors, WFG Advisors, and Citigroup Global Markets. Outside of his advisory work, he is involved as an owner or co-owner in several non-investment related business entities. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and portfolio management solutions supported by extensive technology and a large network of advisors.

Jiexiong Liu is a financial advisor at World Choice Securities, Inc. with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has been with World Choice Securities since 2017. Outside of his advisory role, Liu is involved in health insurance and life insurance sales and serves as president of an IT services company. World Choice Securities serves individual and high-net-worth clients, offering portfolio management and related advisory services. The firm combines advisory services with broker-dealer and insurance brokerage activities, maintaining a small, focused client base supported by a five-advisor team.

Michael Knuffke is a financial advisor with The Von Dohlen Knuffke Financial Group, LLC in San Antonio, TX, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with the firm since 2015 and serves as a board member of the Allied Women Center, a non-profit organization in San Antonio. The Von Dohlen Knuffke Financial Group provides comprehensive financial planning and consulting services to high-net-worth individuals, trusts, estates, non-profits, corporations, and small businesses. The firm’s advisory process uses documented Financial Road Map® plans and Investment Policy Statements, incorporating morally responsible investing, tactical asset allocation, and cyclical analysis, while working with subadvisors and third-party managers to implement client portfolios.

Patrick Vondohlen is a financial advisor with The Von Dohlen Knuffke Financial Group, LLC in San Antonio, TX. He holds Series 63 and Series 65 designations and has 23 years of industry experience. Prior to his current role, he was associated with Next Financial Group Inc. Outside of advisory work, he is involved in mortgage financing activities and consults on practice management and estate planning through related business ventures. The Von Dohlen Knuffke Financial Group provides comprehensive financial planning and consulting services to high-net-worth individuals, trusts, estates, nonprofits, corporations, and small businesses. The firm’s approach utilizes documented Financial Road Map® plans and Investment Policy Statements, incorporating morally responsible investing, tactical asset allocation, and cyclical analysis, while working with subadvisors and third-party money managers to manage client portfolios.