Lurdes Coats is a Series 66-credentialed financial advisor with 15 years of industry experience, currently with Wells Fargo Advisors in San Antonio, TX. Her career includes roles at Merrill, Raymond James & Associates, and Diez and Crane Attorneys. Outside of her advisory work, she is involved in managing a rental property in Brownsville, TX. 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, including specialized planning for business-owner transitions, sports and entertainment, special needs, and divorce, using proprietary research and tools to support tailored client recommendations.

Thomas Davila II is a financial advisor with LPL Financial in San Antonio, TX, holding a Series 63 designation and 30 years of industry experience. He has been with LPL Financial since 2011, following positions at SWBC Investment Company, Chase Investment Services Corp., and Banc One Securities Corporation. Outside of advisory work, he is involved in managing a non-variable insurance agency, Revolution Wealth Management Insurance Agency. 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 and access to third-party asset management, delivered through a large network of investment adviser representatives.

Audra Kerr is a financial advisor with RBC Capital Markets in San Antonio, TX, holding a Series 66 license and 18 years of industry experience. She has been with RBC Capital Markets since 2014. Outside of her advisory role, Kerr is involved in several community and nonprofit activities, including serving as an elected official in the Cambridge Elementary PTO, a trustee and board member for the Biomedical Forum, and participating on boards and committees for various local nonprofit organizations. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base that includes individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs providing portfolio management, financial planning, custody, and brokerage services, with investment strategies tailored to each client’s risk profile and implemented through a mix of in-house and third-party managers.

Arturo Calvillo is a financial advisor at Fidelity with seven years of industry experience. He holds a Series 66 designation and has previously worked at JP Morgan Securities LLC and JP Morgan Chase. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm employs proprietary fundamental research combined with quantitative and algorithmic portfolio construction, offering services such as discretionary portfolio management, fund advisory, and model portfolio delivery.

Nicholas Olivares is a financial advisor with Mass Mutual Investors Services in San Antonio, TX, holding a Series 66 designation and four years of industry experience. He has been with Mass Mutual Investors Services since 2021 and has also worked at MassMutual Life Insurance Company since 2020. Mass Mutual Investors Services operates as a subsidiary of MassMutual, providing financial planning and investment services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm uses firm-approved software to support planning and offers various programs including asset management and educational seminars.

Oscar Balderrama is a financial advisor at Edward Jones with nine years of industry experience. He holds a Series 66 designation and previously worked at Bank of San Antonio for eight years before joining Edward Jones in 2017. Outside of his advisory role, he is involved in multiple real estate ventures, serving as managing member or member of several real estate companies in the San Antonio area. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of investment advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.

Heather Walsh is a financial advisor with Merrill in San Antonio, TX, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. She has been with Merrill since 1997 and has concurrently served at Bank of America, N.A. since 2011. Outside of her advisory work, she is a sole owner of a rental property in Naples, Florida. 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 strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Kinnan Seamster is a CFP® certified financial advisor with Ameriprise Financial Services, based in San Antonio, TX, and has 10 years of industry experience. His prior experience includes eight years at Edward Jones and roles at Assured Benefit Administrators and Principal Life Insurance Company. He also works in independent insurance brokering specializing in health and universal life products. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning, tax-aware withdrawal strategies, and Social Security options. The firm’s approach involves collaborative, non-discretionary advice supported by proprietary research and algorithmic tools, with enrollment criteria that include minimum investable assets and adherence to an affiliated product ecosystem.

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.

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 with World Choice Securities, Inc. in San Antonio, TX, holding Series 63 and Series 65 credentials and bringing 17 years of industry experience. He also has roles outside of investment advising, including serving as president of JMW Technologies, Inc., and working as a health insurance and life insurance agent with multiple firms. World Choice Securities, Inc. provides investment advisory services primarily to individual and high-net-worth clients, managing approximately $26.7 million in assets across about 43 households. The firm offers both discretionary and non-discretionary portfolio management and combines advisory services with broker-dealer and insurance brokerage activities.

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.