Marcus Selva is a financial advisor with LPL Financial in San Antonio, TX, holding Series 63 and Series 65 licenses and 17 years of industry experience. Prior to joining LPL Financial, he worked at Snowden Lane Partners for seven years and at Bank of America and Merrill for six years each. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, with discretionary and non-discretionary management options and access to research, model portfolios, and various institutional programs.

Michael McClelland is a financial advisor with Wells Fargo Advisors in San Antonio, TX, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has held various roles within Wells Fargo since 2017 and owns OakSpring Partners LLC, a personal growth business. He is also owner of Water @ Sea Music LLC, a music label. 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 and integrates advisory solutions with other financial products through a large network of advisors.

Ryan Mccleary is a CFA® charterholder with 17 years of industry experience. He currently works at Merrill and previously spent 12 years at CITI Private Bank. 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 investment strategies and serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Henry Shackelford is a Series 66-licensed financial advisor with Morgan Stanley in San Antonio, TX, holding one year of industry experience. His prior roles include positions at Texas Capital Bank and Camino Real Advisors, LLC, as well as time spent in full-time education. Morgan Stanley Wealth Management serves both individual and institutional clients with a range of advisory programs, emphasizing tailored financial planning supported by structured discovery conversations and advanced modeling tools. The firm manages approximately $2.74 trillion in client assets and offers its services through both direct and corporate financial planning agreements.

Michael Mewborne is a financial advisor with Wells Fargo Advisors in San Antonio, TX, holding a Series 66 credential and having 12 years of industry experience. He has been with Wells Fargo Advisors and related entities since 2014. Outside of advising, he co-owns Mewborne Photography and performs as a vocalist and instrumentalist in a band. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad planning menu and integrates advisory services with other financial products and referral channels.

Janette Prichard is a financial advisor with UBS Financial Services in San Antonio, TX, holding a Series 63 designation and 44 years of industry experience. She has been with UBS since 1981. UBS Financial Services Inc. serves individual, corporate, and institutional clients with 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-based, tailored investment solutions.

John Harmon Jr. is a financial advisor at Edward Jones with six years of industry experience. He has been with Edward Jones since 2019 and previously worked for 25 years at Southern Glazers of Illinois. He holds the Series 66 designation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of advisors and branch offices.

Matthew Rodriguez is a financial advisor with Merrill in San Antonio, TX. He holds Series 63 and Series 66 licenses and has been in the industry for one year. Prior to joining Merrill, he worked at Charles Schwab & Co., Inc. for one year. 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 investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Jaime Gutierrez is a Financial Advisor and Senior Portfolio Advisor at Merrill Lynch Wealth Management. In this role, he works with business owners and successful families to integrate investment strategies, financial planning, and risk management into coordinated wealth plans. Since joining Merrill Lynch in 2022, Gutierrez has focused on building meaningful relationships, delivering thoughtful guidance, and contributing to the firm's culture of leadership and service. He serves as Board Chair of the Merrill Lone Star Market Board of Directors (2023–2026), where he supports advisor development, internal culture, and community engagement across Texas. Gutierrez began his financial career at Citibank, advancing from Wealth Coach to Wealth Advisor by building trust and helping clients navigate their financial lives. Prior to entering financial services, he held leadership positions as Sales Manager at James & James Formalwear and CEO of Loop Social, LLC. Gutierrez holds licenses including Series 7, Series 66, Series 3, and General Lines Life and Health, and is a Personal Investment Advisor (PIA). He earned a High School Diploma from the University of Texas System. Active in the San Antonio community, Gutierrez has participated in the Alex Briseño Leadership Development Program (ABLDP) 2025, Leadership San Antonio (LSA50), and serves on the United Way of San Antonio and Bexar County Advisory Board. Through these programs, he has engaged with civic leaders, nonprofits, and business coalitions to support economic development, community outreach, and youth leadership. He is a member of the San Antonio Hispanic Chamber of Commerce and speaks English and Spanish.

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.