Daniel Guerrero is a Financial Advisor at Merrill Lynch Wealth Management. He partners with clients to deliver comprehensive wealth management and planning solutions, focusing on creating personalized strategies tailored to individual goals and priorities. Daniel works with a diverse client base, including corporate executives, families managing wealth, new wealth owners, small business owners, and individuals in sports and entertainment. His approach involves developing comprehensive financial strategies by utilizing a range of services such as investing, banking, and lending to help clients achieve their financial objectives. He holds a Bachelor's Degree from the University of Texas System and the Personal Investment Advisor (PIA) designation. Outside of his professional responsibilities, Daniel has interests in basketball, cooking, football, golfing, hunting, skiing, and traveling.

Mateo Cohen is a financial advisor at Merrill in San Antonio, TX, holding a Series 66 designation with less than one year of industry experience. His background includes time at Bank of America, N.A. and previous roles in the food service and education sectors. Merrill, together with 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 a range of clients including individuals, high-net-worth investors, and institutional accounts.

Elizabeth Hoerl is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. She holds a Series 66 designation and has worked at J.P. Morgan Securities since 2012, following brief tenures at Chase Investment Services Corp. and Edward Jones. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Susanna Pollock is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 66 licenses and having 17 years of industry experience. She has worked at Wells Fargo Clearing, Raymond James & Associates, and Morgan Stanley prior to her current role. Outside of her advisory work, she is a sales consultant for Pampered Chef. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering investment and fee-based financial planning services that range from cash-flow and retirement planning to specialized areas like business-owner transition and special-needs analysis. The firm combines advisory services with other financial products and referral channels to provide comprehensive wealth management solutions.

Samantha Maney is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. She holds Series 63 and Series 66 designations and has been with J.P. Morgan Securities LLC since 2016. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Stephen Willis is a financial advisor with LPL Financial in San Antonio, TX, holding Series 63 and Series 66 credentials and bringing 45 years of industry experience. His prior roles include positions at SPC, Sigma Financial Corporation, Wells Fargo Clearing, Wells Fargo Advisors LLC, and Prudential Equity Group. Outside of his advisory work, Willis owns a cattle ranch business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a network of over 22,800 advisors.

Rochelle Mitchell is a financial advisor with Merrill in San Antonio, TX, holding Series 63 and Series 66 licenses and 17 years of industry experience. She has worked at Merrill since 2009 and at Bank of America, N.A. since 2023. Outside of her advisory role, she is a general partner and managing member of two non-investment entities focused on asset protection. 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, and institutions, employing strategic and tactical asset allocation approaches.

Tiffany Raines is a financial advisor at J.P. Morgan Securities with 19 years of industry experience. She holds Series 63 and Series 66 licenses and has been with J.P. Morgan since 2015, including her current role at J.P. Morgan Securities LLC since 2018. 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. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering its program on a non-discretionary basis.

Thomas Mc Nairy is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and bringing 33 years of industry experience. He has been with J.P. Morgan Securities since 2012. J.P. Morgan Securities 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 combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Conor Salinas is a financial advisor with J.P. Morgan Securities in San Antonio, TX. He holds Series 63 and Series 66 registrations and began his career in the financial industry in 2025 following roles at Charles Schwab and Atkins Expert Sinus Care. Prior to entering finance, he studied at the University of Texas at Austin. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a combination of quantitative asset-allocation modeling and centralized due diligence, with an ESG eligibility framework applied to recommended strategies.

Quintin Bononcini is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and seven years of industry experience. He has worked at JPMorgan Chase Bank and J.P. Morgan Securities since 2019 and previously at Paesanos from 2017 to 2019. Bononcini also serves as an analyst in the Texas Army National Guard. J.P. Morgan Securities primarily serves institutional clients and retirement plan sponsors, offering investment consulting and advisory services through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Taylor Gould is a financial advisor at J.P. Morgan Securities in San Antonio, TX, holding a Series 66 designation with three years of industry experience. Prior to joining J.P. Morgan Securities in 2025, Taylor worked at Citigroup Global Markets and Citibank in various roles from 2015 through 2025. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager and fund searches, and customized performance reporting. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Kaisa Holloway Cripps is a financial advisor at J.P. Morgan Securities with Series 63 and Series 66 credentials and one year of experience at the firm. Her prior work includes positions in academic institutions such as Schreiner University and the University of Massachusetts Dartmouth, as well as roles with nonprofit organizations including the Buttonwood Park Zoological Society. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, utilizing quantitative asset-allocation modeling and centralized due diligence to deliver customized performance reporting and investment recommendations.

Curtis Appleton is a financial advisor at J.P. Morgan Securities with one year of industry experience. He previously worked at Charles Schwab & Co., Inc. and holds the Series 63 and Series 66 designations. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in their recommendations.

Eric Wilkins is a financial advisor at J.P. Morgan Securities with Series 63 and Series 66 credentials and four years of industry experience. He previously worked at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services. Outside of his advisory role, he owns and operates an online e-commerce business selling secondhand goods. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Kelly Welker is a financial advisor with LPL Financial in San Antonio, TX, holding a Series 63 designation and 28 years of industry experience. His career includes roles at Raymond James Financial Services and Sagepoint Financial, with a long tenure at LPL Financial since 2007. Welker also operates Renaissance Wealth Management Group of Texas LLC, a registered business entity connected to his LPL practice. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by extensive operational tools and a large network of over 22,800 advisors.

Alfredo Castillo is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and three years of industry experience. His prior roles include positions at Merrill, AT&T, JPMorgan Chase Bank, Charter Communications, T-Mobile USA, and KCI Wireless. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm offers non-discretionary advice delivered by a select group of Wealth Advisors.

Dawna Larson is a financial advisor with Wells Fargo Advisors, holding a Series 63 designation and bringing 30 years of industry experience. She has previously worked at firms including Raymond James & Associates, Kestra Financial Services, and Stone Oak Wealth Management. Outside of her advisory work, she operates a self-defense instruction business and serves as an arbitrator in dispute hearings. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and financial planning services to individuals, trusts, and institutional clients through a broad planning menu tailored to clients who meet certain net-worth criteria.

Laura Anderson is a financial advisor at Edward Jones in New Braunfels, TX, holding a Series 66 designation with 15 years at the firm and four years of industry experience. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of more than 23,700 financial advisors.

Simon Wright is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds a Series 66 designation and has previously worked at JPMorgan Chase Bank, The Cliffs, and &Partners/Indigo Advisors &Partners. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm offers customized investment advice delivered on a non-discretionary basis.