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.

Blake Biddle is a financial advisor with UBS Financial Services in San Antonio, TX, holding a Series 66 credential and eight years of industry experience. Prior to joining UBS in 2025, he worked at Morgan Stanley and Morgan Stanley Private Bank from 2017 to 2025. Before entering the financial industry, he was a professional golfer from 2015 to 2017. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, including fee-based financial planning and discretionary portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor strategies to clients' goals and risk tolerances.

Geraldo Reyes is a CFP® and ChFC® with 24 years of industry experience, currently serving as a financial advisor at LPL Financial since 2018. He previously worked at USAA Wealth Management from 2014 to 2018. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers various financial planning and advisory programs, including discretionary and non-discretionary management, supported by proprietary and third-party research and technologies.

Michael Gulker is a financial advisor with Cetera who holds Series 63 and Series 66 credentials and has 11 years of industry experience. He has worked with several firms, including Foresters Financial Services and Kestra Advisory. Outside of his advisory role, he serves as an assistant hitting instructor at Batting Lanes 210. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad range of clients, including individual investors, employer-sponsored retirement plans, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform supporting both discretionary and non-discretionary strategies.

Andy Jamieson is a Financial Consultant at Fidelity Investments, where he has been working since 2021. He assists clients and their families in growing and protecting their wealth, making investment decisions, and simplifying their financial lives. Andy aims to build strong relationships with his clients based on trust, reliability, and competency. Andy has extensive experience in the financial industry, having held roles such as Investment Consultant and Investment Solutions Representative at Fidelity Investments from 2018 to 2021, and Financial Advisor at AXA Equitable from 2016 to 2018. His background reflects a consistent focus on investment and financial advisory services. Outside of his professional work, Andy engages in family activities, social events with friends, and volunteering.

Jacob Kidd is a financial advisor at Charles Schwab with six years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Sanford C. Bernstein & Co. LLC, Hilton Hotels, and Three Part Advisors, LLC. Kidd is based in San Antonio, TX. Charles Schwab & Co., Inc. serves primarily 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 both non-discretionary investment guidance and access to discretionary separately managed accounts, combining a large-scale, integrated structure with a range of advisory and custodial services.

Jeffrey Bowers is a financial advisor with Morgan Stanley in San Antonio, TX, holding a Series 66 designation and nine years of industry experience. Prior to joining Morgan Stanley in 2021, he spent five years with JPMorgan Securities LLC. Morgan Stanley Wealth Management serves individual and institutional clients with a broad range of advisory programs, including tailored financial planning that incorporates firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-sponsored financial planning services.

Christopher Mata is a Financial Consultant at Fidelity Investments, a position he has held since 2015. In this role, he partners with clients to develop and implement financial plans using a variety of financial planning tools and investment options available at Fidelity. He focuses on wealth planning and aims to help clients work toward achieving their financial goals while providing customer service. Christopher has a broad background in financial services, with experience dating back to 2002. Prior to his current role, he held positions including Investment Representative and Relationship Manager at Fidelity Investments, Account Executive at JP Morgan Chase Private Bank, Personal Banker at Chase Bank, and Financial Advisor at American Express Financial Advisors. Outside of his professional work, Christopher enjoys family activities, fitness, exploring food, hiking, and traveling.

Kelly Kerr is a financial advisor with RBC Capital Markets in San Antonio, TX, holding Series 63 and Series 65 credentials and with 26 years of industry experience. She has been with RBC Capital Markets since 2014. Outside of her advisory role, Kerr is the owner and passive partner of an auto finance business and serves as a committee member of The Nonprofit Council in San Antonio, supporting local 501(c)(3) organizations. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a variety of advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers.

Brock Brower is a financial advisor with Ameriprise in San Antonio, TX, holding a Series 66 designation and 26 years of industry experience. He has worked with Ameriprise and its affiliates since 2000. Outside of advisory services, he is involved in managing business operations and owns several real estate and property management entities. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized retirement income service that provides written recommendation reports and ongoing tax-aware withdrawal planning for clients approaching or in retirement.

Robert Willis Jr. is a Series 66-credentialed financial advisor with Edward Jones in San Antonio, Texas, where he has worked since 2019. He has six years of industry experience and also serves as a part-time Community Minister at Oak Hills Church, supporting community group activities and classes. Prior to joining Edward Jones, he worked at Morrell Masonry Supply for ten years. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment options. The firm operates under a fiduciary standard and has a large national presence with over 23,000 financial advisors and more than $1 trillion in assets under management.

Charles Morales is a financial advisor at Morgan Stanley in San Antonio, TX, with 24 years of industry experience. He has held positions at Morgan Stanley since 2022 and previously worked at Wells Fargo Clearing and Wells Fargo Advisors. He holds Series 63 and Series 66 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs, including financial planning that utilizes structured discovery conversations and planning tools.

Eric Zeitler is a financial advisor with LPL Financial in San Antonio, TX, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. Prior to joining LPL Financial in 2023, he worked at Spc and Sigma Financial Corporation for a decade. He also operates Eric Zeitler Investments LLC, a business entity for tax and investment purposes. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers diverse advisory programs and services, including financial planning, retirement consulting, and brokerage, utilizing model portfolios and research to provide both discretionary and non-discretionary management.

David Cortez is a financial advisor with J.P. Morgan Securities in San Antonio, TX, holding Series 65 and Series 63 licenses. He has three years of industry experience, with prior roles at Fidelity Investments, KeyBank, and Frost Bank. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a quantitative asset-allocation approach combined with centralized manager due diligence and an ESG eligibility framework.

Francisco Gonzalez is a financial advisor at Charles Schwab with 23 years of industry experience. He holds a Series 66 designation and has worked at Charles Schwab since 2019, including time at Charles Schwab Bank, SSB. His prior experience includes roles at CUSO Financial Services, LP and University Federal Credit Union. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. Schwab’s integrated model combines non-discretionary advisory services with access to discretionary separately managed accounts and alternative investment options.