Sven Liane is a CFP® professional with over 31 years of industry experience. He has worked at Fidelity Investments since 2013, including roles at Fidelity Personal and Workplace Advisors and currently at Strategic Advisers LLC. Prior to Fidelity, he held positions at USAA Financial Planning Services and TIAA-CREF. In addition to his advisory work, Sven engages in part-time executive coaching. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses proprietary fundamental research combined with quantitative analysis and algorithmic portfolio construction to deliver model portfolios from a broad universe of mutual funds, ETFs, and ETPs.

Emily Sanders is a financial advisor at Morgan Stanley with a Series 66 designation and four years of industry experience. She previously worked at Bank of America and Merrill. Outside of advisory work, she serves on the finance committee of the Lone Star Response Team, a community organization in San Antonio, and is involved in search and rescue operations through Black Hat Collective, LLC. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets. The firm’s financial planning process uses structured discovery conversations and firm-approved tools but generally does not provide individual security recommendations as part of standalone planning.

Justin Torres is a financial advisor with Equitable Advisors in San Antonio, TX, holding Series 63 and Series 65 licenses and having 18 years of industry experience. His prior roles include positions at Victory Capital Services, Inc., and various entities within USAA, where he worked from 2011 to 2019. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management programs through a network of Investment Adviser Representatives. The firm emphasizes personalized client assessment and employs a range of proprietary and third-party advisory models and investment products.

Edward Callahan is a financial advisor at Merrill with a Series 66 designation and no prior industry experience. His background includes service in the United States Navy from 2018 to 2024 and roles in education and hospitality before joining Merrill. He is based in San Antonio, TX. 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 and profit-sharing plans, corporations, and charitable organizations.

Jaime Legarreta is a financial advisor at J.P. Morgan Securities in San Antonio, TX, holding Series 63 and Series 66 credentials with 12 years of industry experience. His work history includes prior roles at PNC Investments, Compass Bank, and BBVA Securities Inc., as well as multiple positions within JPMorgan Chase Bank and J.P. Morgan Securities. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process integrates quantitative and qualitative research and incorporates ESG criteria within its recommendations.

Jack Putnam is a financial advisor with J.P. Morgan Securities in San Antonio, Texas. He holds Series 63 and Series 66 designations and has four years of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank in 2025, he worked at Fidelity Investments from 2021 to 2025 and has experience in the hospitality sector. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their advisory program focuses on written asset allocation advice, investment manager and fund searches, and customized performance reporting, with final decision-making authority retained by clients.

Blas Catalani II is a financial advisor with Wells Fargo Clearing in San Antonio, TX, holding Series 63 and Series 65 credentials and bringing 50 years of industry experience. He previously worked at Hilltop Securities Inc. for 15 years before joining Wells Fargo Clearing in 2022. Catalani serves on the advisory board for Methodist Healthcare Ministries and is an investment committee member for Endeavors, both based in San Antonio. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broader range of financial product offerings, such as insurance-related vehicles and bank deposit sweep options.

Terence Powell Jr. is a financial advisor with Ameriprise Financial Services and holds Series 63 and Series 65 registrations. He has 28 years of industry experience, including prior roles at Redwood Credit Union and CUSO Financial Services. Outside of advisory work, he performs handyman services involving light household construction projects. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service, which provides customized, ongoing tax-aware withdrawal strategies and dependable income recommendations.

Bodo Knochenhauer Jr. is a financial advisor with Wells Fargo Clearing in San Antonio, TX, holding a Series 63 designation and 35 years of industry experience. He worked at UBS Financial Services for 16 years before joining Wells Fargo Clearing in 2016. Outside of his advisory role, he owns and manages a rental property in Port Aransas, Texas. Wells Fargo Advisors provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm offers both brokerage and advisory solutions and manages approximately $671 billion in assets with over 14,000 financial advisors nationwide.

Tram Garcia is a Financial Advisor at Merrill Lynch Wealth Management based in San Antonio. She works closely with individuals and families to develop personalized financial strategies that align with their short-, mid-, and long-term goals. Her areas of focus include retirement planning, wealth management, college education planning, employee benefits planning, family wealth management strategies, legacy planning, small business strategies, women and wealth, individual and corporate investment strategy, tax minimization, and retirement income. Tram provides ongoing guidance to help clients stay on track as their financial needs evolve. Tram holds a Bachelor's Degree from the Royal Melbourne Institute of Technology (RMIT) and holds professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). She is fluent in English, Vietnamese, and Spanish. In addition to her advising role, she participates in the Bank of America Volunteers Program. Outside of her professional responsibilities, Tram enjoys activities such as billiards, music, pickleball, singing, soccer, spending time with her family, swimming, traveling, volleyball, and watching movies.

Ayinde Shepherd is a financial advisor at Mass Mutual Investors Services with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Santander Securities, Amazon, New York Life, and Ameriprise. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, goal-oriented planning using firm-approved analytical tools, offering ongoing support through various programs and educational seminars.

Travis Mayfield is a financial advisor with Morgan Stanley Wealth Management in San Antonio, Texas. He holds Series 63 and Series 66 designations and has 14 years of industry experience. His prior roles include positions at Frost Brokerage Services and Frost Bank. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides a wide range of advisory programs including tailored financial planning supported by firm-approved tools and investment modeling.

Fe Aida Tiemann is a financial advisor at J.P. Morgan Securities with three years of industry experience. She holds a Series 66 designation and has worked at firms including New York Life Insurance and First Command. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process integrates quantitative and qualitative research supported by centralized due diligence.

Adolfo Estrella Jr. is a Financial Advisor with Merrill Lynch Wealth Management, based in San Antonio. He works with individuals, families, business owners, and retirees to organize, grow, and preserve their wealth. Adolfo focuses on comprehensive financial planning, investment management, retirement planning, and workplace retirement plans, helping clients coordinate various aspects of their financial lives, including investments, retirement savings, business interests, and legacy planning. Originally from South Texas, Adolfo began his career in McAllen, later working in Corpus Christi before establishing his practice in San Antonio. He earned his bachelor's degree in Business Administration from the University of Texas Pan American and completed his MBA at Webster University. Adolfo holds several professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Plans Specialist (CRPS), Accredited Wealth Management Advisor (AWMA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He is bilingual in English and Spanish and is a member of the San Antonio Hispanic Chamber of Commerce. Adolfo aims to build lasting relationships by providing straightforward advice, personalized service, and ongoing guidance tailored to each client's unique goals and priorities. His client focus areas include divorce transition planning, employee benefits planning, family wealth management strategies, legacy planning, personal retirement planning, philanthropic planning, portfolio management services, small business strategies, tax minimization, and retirement income. Outside of his professional work, Adolfo has interests in adventure sports, fishing, football, golfing, hiking, music, running, soccer, tennis, and traveling.

Ashley Wilson is a financial advisor at Fidelity with 10 years of industry experience. She holds Series 63 and Series 66 designations and has been with Fidelity Brokerage Services LLC since 2016. Fidelity’s Strategic Advisers LLC, where she is affiliated, provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm integrates fundamental research with quantitative analysis and algorithmic portfolio construction, and it is noted for its use of systematic methodologies and formal advisory roles across multiple investment platforms.

Christian Casillas is a financial advisor with Raymond James Financial in San Antonio, TX, holding a Series 66 designation and one year of industry experience. He has worked with Raymond James Financial and related entities since 2024, as well as Security Service Federal Credit Union since 2022, where he assists with administrative workflow and fixed annuities. Prior to his financial career, he held various roles including positions in the hospitality sector. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base ranging from individuals to institutional clients. The firm offers tailored, non-discretionary planning and consulting supported by analytical tools, and is noted for its municipal advisory affiliation and specialized SIMPLE IRA Employer Advisory & Consulting Services.

George Marin Jr. is a financial advisor with J.P. Morgan Securities in San Antonio, TX, holding Series 63 and Series 66 credentials and 32 years of industry experience. He previously worked at Citi Personal Wealth Management for 18 years prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A. in 2026. Outside of his advisory role, he is a co-owner of a rental property in Lawndale, CA, which he manages with his siblings. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The advisory process combines quantitative and qualitative research with a forward-looking approach and includes capabilities in derivatives and commodities through affiliated entities.

Virginia Raborn is a financial advisor at Morgan Stanley with 25 years of industry experience. She has been with Morgan Stanley since 2009 and currently works at Morgan Stanley Private Bank, National Association. Outside of her advisory role, she serves as a board member for the Newcombe Estate Property Owners Association in New Braunfels, Texas. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients, offering tailored financial planning and a broad range of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and methodologies.

Steven Fitzsimmons is a financial advisor with Morgan Stanley in San Antonio, TX, holding a Series 66 designation and 11 years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individuals and institutional clients. The firm provides tailored financial planning services supported by structured discovery processes and proprietary tools, managing approximately $2.74 trillion in client assets.

William Mclaughlin is a financial advisor at Fidelity with Series 63 and Series 66 credentials and eight years of industry experience. He has worked at several firms, including B. Riley Wealth Management, Income Solution Partners, NYLIFE Securities LLC, and New York Life Insurance Co. prior to joining Fidelity. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and delivery of model portfolios. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction and serves as an advisor to multiple registered investment companies and fund-of-funds.