Jeremiah Sanchez is a financial advisor at Crescendo Wealth Group LLC in San Antonio, TX, holding Series 63 and Series 65 licenses with four years of industry experience. His prior roles include positions at Merrill Lynch, Victory Capital, and Bukaty Financial. He is also the owner of Crescendo Private Wealth Advisory, LLC, an independent licensed insurance agency that is currently inactive. Crescendo Wealth Group provides ongoing portfolio management for individual clients and consulting services to pension and employee benefit plans. The firm employs long-term investment strategies supported by quantitative methods and offers a range of investment vehicles while also directing clients to third-party managers when appropriate.

Marcus Zapata is a Series 66-licensed financial advisor with First Command Advisory Services in San Antonio, TX, where he has worked since 2017. He has eight years of industry experience, including prior roles at H&R Block and Alamo Insurance and Wealth Management. First Command serves a diverse client base, including individuals, high-net-worth, corporate, and charitable clients, offering financial planning, discretionary asset management, brokerage recommendations, and insurance and banking products through affiliated entities. The firm provides structured, advisor-led planning engagements and manages discretionary portfolios using an in-house investment team.

Sheryl Vause is a financial advisor with First Command Advisory Services, holding Series 63 and Series 65 licenses. She has prior experience with First Command Brokerage Services and served in the United States Air Force for 20 years. First Command serves a diverse client base including individuals, high-net-worth clients, corporations, and charities through financial planning, discretionary asset management, brokerage, insurance, and banking services. The firm emphasizes advisor-led, face-to-face financial coaching and offers structured, ongoing planning engagements alongside discretionary model portfolio management.

Nathan Quinlan is a financial advisor with First Command Advisory Services in San Antonio, TX. He holds Series 63 and Series 65 licenses and has one year of industry experience. Prior to his financial services career, Quinlan served in the United States Air Force for 22 years. First Command serves a diverse client base including individual, high-net-worth, corporate, and charitable clients through a multi-service platform that incorporates financial planning, discretionary asset management, brokerage recommendations, and insurance and banking products. The firm emphasizes advisor-led planning relationships and offers structured, face-to-face financial coaching through its Tailored Professional Services engagement.

Seth Frank is a financial advisor with First Command Advisory Services in San Antonio, TX. He holds Series 63 and Series 65 licenses and has a 30-year career in the U.S. Air Force prior to entering the financial services industry. First Command serves individual, high-net-worth, corporate, and charitable clients through a multi-service platform that includes financial planning, discretionary asset management, brokerage recommendations, and insurance and banking products. The firm emphasizes advisor-led planning relationships, face-to-face financial coaching, and specialized services for active-duty military clients.

Christopher Vause is a financial advisor with First Command Advisory Services, holding a Series 66 designation and eight years of industry experience. He has worked with various First Command entities since 2016 and concurrently serves as Deputy Division G4 in the Texas Army National Guard. First Command Advisory Services serves a diverse client base, including individual, high-net-worth, corporate, and charitable clients, through a multi-service platform that integrates financial planning, discretionary asset management, brokerage, and insurance and banking products. The firm emphasizes advisor-led planning with structured engagements and offers specialized support for active-duty military clients.

Elizabeth Braman is a financial advisor with First Command Advisory Services, holding a Series 66 credential and three years of industry experience. She has worked in various capacities within First Command’s affiliated entities since 2022. Outside of finance, she teaches violin lessons and works as a travel agent specializing in Disney vacations. First Command serves a diverse client base including individuals, high-net-worth clients, corporations, and charities through financial planning, discretionary asset management, brokerage, insurance, and banking products. The firm emphasizes advisor-led, face-to-face financial coaching and offers structured 12-month planning engagements alongside discretionary asset management using in-house model portfolios.

Dominic Stanford is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and nine years of industry experience. He has worked at J.P. Morgan Securities LLC and JPMorgan Chase Bank in various capacities since 2016, and previously worked at Frost Bank from 2013 to 2016. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm delivers its program on a non-discretionary basis, combining large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Daniel Gonzales is a financial advisor with Edward Jones in Castroville, TX, holding a Series 66 designation and seven years of industry experience. He has been with Edward Jones since 2018, following roles in various independent school districts. 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 and investment solutions, operating under a fiduciary standard and supported by a large nationwide network of financial advisors and branch offices.

Mark Zito is a financial advisor at Edward Jones with one year of industry experience. He holds a Series 66 designation and has previously worked at Matchwell, Brothers Automotive, La Fitness, Hollywood Crawford Garage Doors, Liberty University, and Hobby Lobby. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth and non-high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory services through a nationwide network of more than 23,000 financial advisors.

Betty Cervantes is a financial advisor with Edward Jones in San Antonio, TX, holding Series 63 and Series 65 designations and bringing 34 years of industry experience. She has been with Edward Jones since 1999. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, managing approximately $1.01 trillion in assets. The firm provides a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Cassandra Benson is a financial advisor at Fidelity with 12 years of industry experience. She holds Series 63 and Series 66 designations and has worked in various roles within Fidelity, including Fidelity Brokerage Services and Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs. The firm is also noted for its commodity pool operator registration and advisory role to multiple registered investment companies.

Monique Cassidy is a financial advisor with Raymond James Financial in San Antonio, TX, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. She has been with Raymond James Financial Services Advisors since 2015. Cassidy also works as a registered sales assistant with Security Service Investment Group. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension and profit-sharing plans, charitable organizations, corporations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting through Wealth Advisory Services and institutional solutions, with a distinctive focus on non-discretionary advisory relationships supported by extensive affiliate resources.

Alfredo Garza III is a financial advisor at Raymond James Financial with 19 years of industry experience. He holds a Series 66 designation and has worked with Raymond James Financial Services Advisors Inc. and Security Service Federal Credit Union since 2015. Garza is also an associate at Security Service Investment Group in San Antonio, TX. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth and non-high-net-worth clients, pension and profit-sharing plans, charitable organizations, corporations, and state and municipal entities. The firm offers financial planning and non-discretionary investment consulting, utilizing a range of implementation options and supported by an extensive affiliate network.

Susanne Serna is a CFP®-certified financial advisor with Raymond James Financial in San Antonio, TX, bringing 27 years of industry experience. She has been with Raymond James Financial Services Advisors, Inc. since 2015. Outside of her advisory role, she is involved with the Security Service Investment Group in a financial advisor capacity. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm emphasizes non-discretionary financial planning and investment consulting, offering tailored advice supported by firm research and a broad affiliate network.

Andres Garza is a financial advisor at Raymond James Financial in San Antonio, TX, holding Series 63 and Series 65 licenses with one year of industry experience. His prior roles include positions at Security Service Federal Credit Union, Security Service Investment Group, and Uber. Raymond James Financial Services Advisors, Inc. serves a broad client base including individual investors, high-net-worth and non-high-net-worth clients, pension plans, charitable organizations, corporations, and municipal entities. The firm provides financial planning and non-discretionary investment consulting through various advisory and institutional services, emphasizing tailored financial plans and client-directed investment recommendations.