Annelisa Longoria is a financial advisor with Equitable Advisors in San Antonio, TX, holding Series 63 and Series 65 licenses and 15 years of industry experience. She has been with Equitable Advisors since 2010, previously associated with Axa Advisors. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and various third-party asset managers. The firm operates a hybrid referral and implementation model, combining advisory and brokerage/insurance channels to tailor services based on client goals, risk tolerance, and time horizon.

Cynthia Collins is a Wealth Management Advisor at Merrill Lynch Wealth Management, where she has been a team member since 1983. She specializes in wealth management strategies and retirement income planning, assisting clients in evaluating, designing, and implementing tactical and strategic investment portfolios. Cindy also supports clients in pursuing their philanthropic goals. Cindy holds a Bachelor's Degree in Liberal Arts from Trinity University in San Antonio. She has earned several professional designations, including the Certified Investment Management Analyst® (CIMA®) from the Investments & Wealth Institute™, Chartered Retirement Planning Counselor™ (CRPC™), Certified Plan Fiduciary Advisor® (CPFA®), and is a designated Retirement Benefits Consultant within Bank of America/Merrill. Outside of her professional career, Cindy has been actively involved in the San Antonio community. She has served on various philanthropic and civic boards such as the Panhellenic Association of San Antonio, San Antonio Children's Museum (now the DoSeum), Friends of the Ronald McDonald House, Southwest Foundation Forum, and the Santa Rosa Children's Hospital Foundation. Additionally, she is a sustainer with the Junior League of San Antonio, a member of The Daughters of the American Revolution, and a past member of the San Antonio Symphony League. Cindy enjoys fishing, golfing, music, reading, tennis—as a lifetime member of the United States Tennis Association—and spending time with her family.

Ryan Langella is a financial advisor with Equitable Advisors in San Antonio, TX, holding Series 63 and Series 66 licenses and six years of industry experience. Prior to joining Equitable Advisors in 2020, he worked at the University of Texas at San Antonio and Flamingo Reys. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charities, and institutions. The firm provides financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs through a combination of advisory and brokerage solutions.

Benjamin Cook is a financial advisor with Equitable Advisors in Helotes, TX, holding Series 63 and Series 65 licenses and two years of industry experience. Prior to joining Equitable Advisors, he worked in automotive sales and education, including over 20 years with North East ISD. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, offering both advisory and brokerage channels tailored to client goals and risk profiles.

David Brantley is a financial advisor with Ameriprise in San Antonio, TX, holding a Series 63 designation and 35 years of industry experience. His prior roles include positions at LPL Financial, Cambridge Investment Research Advisors, and Bryan Finley & Associates. Outside of advisory work, he has involvement in non-variable insurance related to investments. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning through a centralized team. The firm’s investment approach incorporates proprietary research and third-party data, with specific enrollment criteria and a product ecosystem that includes affiliated sub-advised options.

Austin Pisseri is a financial advisor with Edward Jones in San Antonio, TX, holding a Series 66 designation and two years of industry experience. He previously worked at RTFC and IMSI among other firms. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory strategies, including managed solutions and separately managed accounts, supported by a large nationwide network of advisors and branch offices.

Stephen Collins is a financial advisor with Mass Mutual Investors Services in San Antonio, TX, holding Series 63 and Series 65 licenses and possessing 31 years of industry experience. He has been associated with MML Investors Services LLC since 2000 and MassMutual since 1999. Outside of his advisory role, Collins serves on the board of trustees for the South Texas Leukemia and Lymphoma Society and chairs the National Advancement Committee for a cancer research nonprofit. He also participates as an investment advisory committee member for the City of San Antonio and is president of an LLC that owns his private airplane. MML Investors Services, LLC operates as a broker-dealer and SEC-registered investment adviser under MassMutual, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers comprehensive planning through collaborative engagements, utilizing firm-approved analytical tools, with implementation options involving separate brokerage or insurance arrangements.

Jerald Reiner is a financial advisor at Equitable Advisors in San Antonio, TX, holding a Series 66 designation with 23 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, since 2002. Outside of his advisory role, he is listed as the director of a dormant LLC named Basketball Bob. Equitable Advisors serves a broad client base including individual investors, retirement plan sponsors, corporations, and charitable organizations. The firm offers financial planning, retirement plan support, and access to asset management through LPL programs and third-party asset managers, operating a hybrid referral and implementation model that includes both advisory and brokerage channels.

Jason Espalin is a CFP® professional with 20 years of industry experience, currently affiliated with Charles Schwab. His prior work includes roles at TD Ameritrade and Citigroup Global Markets. He is based in San Antonio, TX. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a mix of non-discretionary and discretionary investment options, supported by multi-asset model portfolios and a centralized operational structure.

Spencer Crow is a CFP® professional with 15 years of industry experience, currently serving as a financial advisor at Edelman Financial Engines since 2016. Prior to this, he worked at Tmfs Advisors, LLC from 2013 to 2016. He holds the Series 66 designation and is based in San Antonio, TX. Edelman Financial Engines provides technology-enabled investment advisory services for workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages both model-based and customized portfolios and supports a large client base through advisor-led and online offerings.

Christopher Berry is a Series 66-licensed financial advisor with Edward Jones in San Antonio, TX, and has six years of industry experience. Prior to joining Edward Jones in 2019, he worked at Phyllis Browning Company and Realty Executives of San Antonio. Outside of his advisory role, he participates as an actor in local theatre productions, including roles in musicals and Shakespearean plays. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products. The firm operates nationwide with over 23,700 advisors and manages approximately $1.01 trillion in assets under management.

Karen Sims is a financial advisor with Merrill in San Antonio, TX, holding Series 63, 65, and 66 licenses and 24 years of industry experience. She has been associated with Merrill since 2009 and Bank of America since 2005. Outside of her advisory role, she has rental property interests managed by her spouse. 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.

Anton Dziuk is a financial advisor with Ameriprise in San Antonio, TX, holding a Series 66 designation and five years of industry experience. His prior work history includes roles at American Campus Communities and the University of Texas at San Antonio. He also serves as a member of the Mesquite Investment Committee and provides financial planning advice through an outside employment engagement with SONT 1314 LLC. Ameriprise Financial Services is a diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that delivers written recommendation reports and ongoing retirement-income planning focused on dependable income and tax-aware withdrawal strategies.

James Gardner III is a financial advisor with Ameriprise in San Antonio, TX, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC before joining Ameriprise in 2020. Ameriprise provides a retirement-income planning service targeted at individuals nearing or in retirement, focusing on clients with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver customized, non-discretionary recommendations through a centralized consulting team.

Jeffery Harris is a financial advisor with Primerica Advisors in San Antonio, TX, holding Series 63 and Series 65 licenses with 32 years of industry experience. He has been with Primerica Advisors since 1994 and Primerica Financial Services since 1992. Outside of advisory services, he is involved in sales related to loan products, home security, automation, and other home-related services through affiliated companies. Primerica Advisors is a sponsor and discretionary portfolio manager of a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm offers model-driven investment strategies and provides advisory services through a large network of financial advisors.

Thorne Robalin Jr. is a financial advisor with Raymond James & Associates in San Antonio, TX, holding Series 63 and Series 65 credentials and possessing 36 years of industry experience. He has been with Raymond James & Associates since 2001. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a broad client base including individuals, institutional and pension plans, and charitable organizations, offering financial planning, investment consulting, and institutional fiduciary services through various portfolio management styles and affiliated research resources.

Clayton Miller is a financial advisor at Osaic with 16 years of industry experience. He holds the Series 66 designation and has worked at Royal Alliance Associates, INC., Jhfn Sii, and Waddell & Reed, Inc. Outside of his advisory role, he has been active as a musician with The Bob Bass Band since 2007. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides a range of brokerage and advisory services utilizing asset-allocation tools, third-party money managers, and multiple investment platforms.

David Earnst is a financial advisor with Primerica Advisors in San Antonio, TX, holding Series 63 and Series 65 licenses and six years of industry experience. His work history includes roles at Columbus Global, Arctic IT, Alithya, and PFS Investments Inc. Outside of advisory services, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm employs model-driven investment strategies supported by third-party managers and offers a range of portfolio models including those allocating to cryptocurrency exchange-traded funds.

John Morgan is an International Wealth Advisor and Senior Vice President at Merrill Lynch Wealth Management, where he began his career in 1995. He specializes in areas including Corporate Executive Services, Executive Compensation, Family Wealth Management Strategies, International Wealth Management, Legacy Planning, and Women and Wealth. John holds a Bachelor of Science degree in Business Administration, with a double major in Finance and Economics, from Trinity University. He has earned professional designations including Certified Investment Management Analyst (CIMA), Certified Private Wealth Advisor (CPWA), and Personal Investment Advisor (PIA). He is a member of the Investments & Wealth Institute and the International Honor Society in Economics, Omicron Delta Epsilon. Fluent in English and Spanish, John is married with two children. His personal interests include adventure sports, fishing, photography, scuba diving, skiing, and traveling.

Richard Moczygemba III is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 66 licenses and has four years of industry experience. Prior to joining Raymond James, he worked at Charles Schwab and Security Service Investment Group. Outside of advising, he is a partner in an online retail business focused on physical media resale and homemade goods. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individuals, high-net-worth clients, institutions, and organizations. The firm offers tailored, non-discretionary advisory services using analytical tools and supports specialized municipal and public finance work through its affiliation with a municipal advisor.