Brenda Rocchio is a financial advisor with LPL Financial in San Antonio, TX, holding Series 63, 65, and 66 licenses and 21 years of industry experience. Her prior roles include positions at Raymond James Financial Services, Allstate Financial Advisors, and several other firms. She operates Genesis Wealth Management as a DBA for her LPL business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, with access to model portfolios, third-party subadvisors, and technology-driven investment strategies.

Clarence Wooten Jr. is a financial advisor with Primerica Advisors in San Antonio, TX, holding Series 63 and Series 65 licenses and over 41 years of industry experience. He has been with Primerica Advisors since 1984 and Primerica Financial Services since 1982. In addition to his advisory role, he is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, which offers model-delivery strategies and a limited number of separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure for its services.

Thomas Valenti is a financial advisor at OSAIC with 13 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at JHFN SII before joining OSAIC in 2018. Valenti is also involved with Platinum Wealth Solutions of Texas, LLC, where he provides investment advice and offers life insurance and annuity products. OSAIC serves a diverse range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated financial services, including brokerage, investment advisory, retirement plan consulting, and access to third-party money managers, utilizing firm-provided asset-allocation tools and automated rebalancing to construct diversified portfolios.

Sarah Krogh is a financial advisor at Edward Jones with three years of industry experience, including prior roles at First Command and Judson ISD. She holds the Series 66 designation. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and manages approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.

Raul Sandoval is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at several firms, including Pensionmark Financial Group and JPMorgan Chase Bank. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a combination of quantitative asset-allocation modeling and centralized due diligence. The firm applies an ESG eligibility framework and operates within the broader J.P. Morgan broker-dealer and banking organization.

Beatriz Doak is an International Wealth Advisor with Merrill Lynch Wealth Management. In her role, she focuses on connecting clients to the appropriate people, plans, and processes to address their unique financial ambitions. She assists clients with a range of personal financial goals, including education funding, retirement lifestyle planning, and managing potential health care costs, while creating tailored strategies to support long-term family objectives. Beatriz holds a bachelor's degree from the University A of Guadalajara and has earned professional designations as a Chartered Retirement Planning Counselor (CRPC) and a Personal Investment Advisor (PIA). Her approach emphasizes simplicity and transparency in wealth planning, aiming to integrate all aspects of a client's financial life to help prioritize and pursue their most important goals.

Luis Carrillo is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2022. He has been with Fidelity Investments since 2013, progressing through roles including Financial Consultant, Investment Consultant, and Financial Representative. Prior to joining Fidelity, he worked as a Financial Representative at Northwestern Mutual from 2009 to 2013. Luis's approach to financial consulting emphasizes the importance of creating individualized financial plans. He collaborates with clients to articulate their financial and personal goals and develop comprehensive plans tailored to their unique situations. This collaborative process aims to build strong client relationships based on trust, which he considers essential for addressing clients' evolving financial needs.

Russell Harrison is a financial advisor with Morgan Stanley in San Antonio, TX, holding Series 63 and Series 65 licenses and 31 years of industry experience. He has worked with Morgan Stanley Private Bank since 2015 and Morgan Stanley Smith Barney since 2009, and was previously with Citigroup Global Markets. Harrison serves as a board member and 401(k) committee participant at Oak Hills Church. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and modeling techniques while offering a wide range of investment and financial services through its extensive network.

Kendall Villarreal is a financial advisor with Fidelity Investments in San Antonio, TX. He holds a Series 66 designation and has two years of industry experience. His prior work includes roles at Heb, Tomball Ford, Texas A&M University, and Incarnate Word High School. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios using mutual funds, ETFs, and ETPs.

Stephen Miranda is a financial advisor at Merrill in San Antonio, TX, with seven years of industry experience. He holds the Series 63 and Series 66 licenses and has previously worked at JP Morgan Securities LLC and AllState Insurance. Miranda serves as a board member for the Greater Houston Gay & Lesbian Chamber of Commerce and participates on the Harris County Loan Review Committee. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Mark Osborn is a Series 66 licensed financial advisor with Edward Jones in San Antonio, TX, and has three years of industry experience. Prior to joining Edward Jones in 2023, he worked at HomeSmart and Realty Executives of San Antonio. He was also involved with the San Antonio A&M Club Foundation for eight years. 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 strategies, access to separately managed accounts and affiliated mutual funds, and operates under a fiduciary standard.

Desmond Daigle is currently the Vice President, Wealth Planner at Fidelity Investments, a position he has held since 2023. He has been with Fidelity Investments since 2013, progressing through various roles including Financial Consultant, Investment Consultant, Relationship Manager, and Retirement Solutions Representative. Throughout his career, Desmond has focused on financial planning and wealth management, assisting clients in navigating major financial decisions and avoiding critical mistakes. He approaches his work with integrity and a servant mindset. Outside of his professional responsibilities, Desmond has interests in concerts, fitness, music as an instrumentalist, outdoor adventures, and parenthood.

Erik Munson is a Financial Advisor and Senior Portfolio Advisor at Merrill Lynch Wealth Management based in San Antonio. He focuses on helping clients develop and adjust wealth plans that are tailored to their personal priorities and long-term financial goals. Erik works with individuals and families across various stages of life, guiding them through areas such as college education planning, retirement income strategies, legacy planning, and corporate benefits. He holds a Bachelor's Degree from the Texas A&M University System and has earned professional designations including Certified Financial Planner (CFP), Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Erik is also affiliated with the Pi Kappa Alpha Fraternity. Outside his professional responsibilities, Erik is involved in community organizations including the Central Texas Food Bank, RBI Austin, the SIFMA Foundation, and the Terrell Heights Neighborhood Association. His personal interests include cooking, fishing, football, gardening, golfing, hunting, music, reading, scuba diving, and spending time with his family.

Woodrow Knight III is a financial advisor with LPL Financial in San Antonio, TX, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with LPL Financial since 2017 and also associated with National Planning Corporation since 2012. Knight is an owner and insurance agent involved in fixed life non-variable insurance outside his advisory role. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a large network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Luz Gomez is a financial advisor at UBS Financial Services with 22 years of industry experience. She holds the Series 66 designation and has been with UBS since 1995. UBS Financial Services serves individual, corporate, and institutional clients through 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-driven, model-based asset allocation and planning tailored to clients’ goals and risk tolerances.

Joselyn Garcia is a financial advisor at J.P. Morgan Securities with Series 63 and Series 65 credentials and three years of industry experience. She has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2021, with prior experience at River City Federal Credit Union, Laredo Federal Credit Union, and BBVA. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering services on a non-discretionary basis with a centralized due-diligence framework.

Lilly Jordan is a CFP® professional with eight years of experience in the financial services industry, currently serving as a financial advisor at Edward Jones since 2018. Prior to joining Edward Jones, she worked in the Schertz Cibolo Universal City Independent School District for three years. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients with a broad range of investment strategies and advisory services. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.

David Villarreal Jr. is a Senior Financial Advisor at Merrill Lynch Wealth Management with over 20 years of experience in the financial services industry. Since joining Merrill Lynch in 2011, following six years at Bank of America, he has focused on helping individuals, families, and business owners create personalized financial strategies tailored to their goals. As a key member of K&I Associates, a team recognized by Forbes as a "Best-in-State Wealth Management Team" from 2023 to 2025, David delivers comprehensive, 360-degree financial strategies with an emphasis on understanding each client's unique priorities. David's expertise includes education planning, family wealth management, liquidity management, retirement planning, and tax minimization among other areas. He employs a consultative and objective approach that addresses both short-term objectives and long-term aspirations by investing time to deeply understand his clients' concerns and ambitions. David holds a B.B.A. in Accounting from the University of Texas at San Antonio and carries professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Residing in San Antonio since 2005, David and his wife, Daisy, are active members of several church organizations. His personal interests include billiards, chess, cooking, football, music, running, spending time with his family, tennis, and traveling.

Shawn Gosdin is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he has been serving clients since 1999. In his role, Shawn directs his team's efforts to provide a comprehensive range of financial strategies and services. He emphasizes a holistic approach to wealth management, addressing clients' family needs, business interests, community responsibilities, and long-term aspirations. Shawn and his team focus on managing the day-to-day details of wealth management, enabling clients to concentrate on their most meaningful interests and obligations while advancing their personal and generational financial goals. Shawn's areas of expertise include corporate executive services, executive compensation, family wealth management strategies, liquidity management, managing new wealth, personal retirement planning, philanthropic planning, special needs planning strategies, and sports and entertainment financial matters. He holds the Personal Investment Advisor (PIA) designation and attended Texas A&M University. Outside of his professional responsibilities, Shawn enjoys fishing, golfing, skiing, and spending time with his family.

Ashley Simpson is a Planning Consultant at Fidelity Investments, a role she has held since 2025. In this capacity, she works with clients to develop personalized, goal-based financial plans by delivering guidance on investments, retirement readiness, and long-term strategy to support confident, informed financial decision-making. Ashley has been with Fidelity Investments since 2022, progressing through various roles including Defined Contributions Representative, Customer Relationship Advocate, and Relationship Manager. This experience has provided her with a broad understanding of client needs and financial services. Outside of her professional work, Ashley enjoys cooking and baking, outdoor adventures, parenthood, and traveling.