Teresa Cano is a financial advisor with UBS Financial Services in San Antonio, TX, holding a Series 66 designation and five years of industry experience. Her prior work experience includes roles at DoorDash, Target, and SWBC Life Insurance Company. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary research and model-based asset allocations to tailor financial plans and portfolio management to clients’ goals and risk tolerances.

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.

Raul Valencia is a CFP® professional with 21 years of industry experience, currently serving as a financial advisor at J.P. Morgan Securities. His prior experience includes roles at PNC Managed Account Solutions, BBVA Securities, and Frost Bank. Outside of his advisory work, he owns and manages real estate properties through Valencia Family Properties, LLC. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice and customized performance reporting delivered by a select group of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment advisory registrations, delivering recommendations 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.

Zuleika Flach is a financial advisor with Wells Fargo Clearing in San Antonio, TX, holding Series 63 and Series 66 licenses and 17 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2011 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s IPS-driven process incorporates modern portfolio theory and includes a broad range of financial products, such as insurance-related vehicles and bank deposit sweep options.

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.

Armando Castillo II is a financial advisor at J.P. Morgan Securities in San Antonio, TX, with four years of industry experience. He holds the Series 66 designation and has worked at firms including New York Life and USAA Life Co. prior to joining J.P. Morgan. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Robert Cadena Jr. is a financial advisor with LPL Financial in San Antonio, TX, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He previously worked at INVEST Financial Corp. for nine years before joining LPL Financial in 2018. Outside of his advisory role, he owns OLRAC, LLC, a business entity used for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

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.

Kyle Woodard is a financial advisor with Merrill in San Antonio, TX, holding a Series 66 credential and four years of industry experience. Prior to Merrill, he worked at Bank of America, Equitable Advisors, NY Life, and spent five years at Texas A&M University. He also has experience outside finance, including management roles at a law firm and a Jimmy John's franchise. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Amanda Collins is a CFP® with seven years of industry experience, currently serving as a financial advisor at Wells Fargo Clearing since 2016. Prior to this, she operated the Law Office of Amanda Pierce for two years. She is also a notary public in Victoria, TX. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. Its advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.