Clinton Godfrey is a financial advisor with J.P. Morgan Securities in San Antonio, TX, holding a Series 66 credential and 15 years of industry experience. His prior work includes roles at Ameriprise Financial and Citigroup/Citibank. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Nicholas Gamez is a financial advisor with J.P. Morgan Securities in San Antonio, TX, holding Series 63 and 66 licenses and four years of industry experience. His professional background includes roles at JPMorgan Chase Bank, Fidelis Plumbing, and several service industry positions. 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 to support client decision-making.

Bret Jamison is a financial advisor at Fidelity with 20 years of industry experience. His prior roles include positions at JPMorgan Securities LLC and Citigroup. Outside of his advisory career, he was involved with Pocket Fender Flares for seven years. Fidelity’s affiliate, Strategic Advisers LLC, provides a range of investment management and advisory services to retail and institutional clients, employing a blend of fundamental research and quantitative analysis to construct model portfolios utilizing mutual funds, ETFs, and ETPs.

Alexander Schwarz is a financial advisor with J.P. Morgan Securities in San Antonio, TX, holding Series 63 and Series 66 licenses and 14 years of industry experience. He previously worked at DVI Global, LLC from 2016 to 2017. Outside of his advisory role, Schwarz owns a 40-acre farm in Kansas. 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 its Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations to deliver a broad range of investment and brokerage services.

Emmanuel Machamire is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at JPMorgan Chase Bank, H&R Block, and Papa Johns. Outside of his advisory role, he serves as a board member, treasurer, and finance committee chairman for Laurel Heights Seventh Day Adventist Church in San Antonio. 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.

William Fernandez is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he has been serving clients since 2017. He works with business owners, professionals, and retirees, focusing on developing personalized financial strategies that help clients pursue their long-term goals. His approach emphasizes understanding each client's unique needs and goals to build comprehensive wealth management plans. William has extensive experience in areas such as family wealth management, legacy planning, managing new wealth, retirement planning, philanthropic planning, portfolio management, small business strategies, tax minimization, and retirement income. He holds the designations of Certified Exit Planning Advisor (CEPA) and Personal Investment Advisor (PIA). He earned a bachelor's degree in International Business from Saint Mary's University of San Antonio and an MBA from Regis University. In addition to his professional work, William is active in his community, participating with the San Antonio Hispanic Chamber of Commerce and serving on the A.C.T.S. team at Our Lady of Perpetual Help Church in Selma, Texas. He speaks both English and Spanish, and enjoys spending time with his family.

Jerry Capetillo is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities since 2012. Prior to that, he worked with Wamu Investments, Inc. and Washington Mutual Bank. 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 combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Corley Chandler is a financial advisor at J.P. Morgan Securities with a Series 66 designation and three years of industry experience. His prior roles include positions at Cambridge Investment Research Advisors, Texas Hills Financial Group, and Baylor Scott and White Health. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a quantitative asset-allocation approach combined with centralized due diligence and an ESG eligibility framework.

Mark Weinandt is a financial advisor at Edward Jones in San Antonio, TX, with three years of industry experience. Prior to joining Edward Jones, he served 30 years in the United States Air Force. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory and investment solutions, supported by a nationwide network of financial advisors and branch offices.

Alexander Dean is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds a Series 66 credential and has previous work experience that includes roles in education and various customer service and management positions. 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 combines large institutional advisory operations with multiple market-facing registrations and functions.

Erica Serrano is a financial advisor at Merrill with 12 years of industry experience. She holds Series 63 and Series 65 designations and has worked previously at J.P. Morgan Securities LLC and Charles Schwab. Based in San Antonio, TX, she has been with Merrill since 2019. 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.

Meliza Brecht is a financial advisor at J.P. Morgan Securities in San Antonio, TX, holding Series 63 and Series 66 licenses with four years of industry experience. Her prior roles include positions at Morgan Stanley, Frost Bank, and Wealth Watch Advisors. Outside of her advisory work, she manages a personal residential rental property business. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with due diligence and an ESG eligibility framework to offer customized recommendations.

Hector Tafoya is a Series 66 licensed advisor at J.P. Morgan Securities with 10 years of industry experience. His career includes roles at Kovack Advisors, Inc. and Kovack Securities, Inc. before joining J.P. Morgan Chase Bank and J.P. Morgan Securities in 2018. 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 to support customized investment solutions.

John White II is a financial advisor with Ameriprise in Canyon Lake, TX, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His prior roles include positions at LPL Financial, Gulf Credit Union, and CUNA Mutual Insurance Society, where he worked for two decades. He is also the owner of jpwsquared LLC, an advisory business. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations. The firm delivers a broad range of advisory, brokerage, and insurance solutions through its institutional platform.

Alberto Guajardo Jr. is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities and its affiliated entities since 2016. Outside of his advisory role, he was involved with Antonioluis Foods, LLC from 2018 to 2022. 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 incorporating an ESG eligibility framework in its recommendations.

Lawrence Martin is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities since 2016, following roles at Bank of America and Merrill. 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 combines institutional advisory services with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

James Lacewell is a financial advisor at Edward Jones in Spring Branch, TX, holding a Series 66 designation with 15 years of industry experience. He has been with Edward Jones since 2010. Outside of his advisory role, he is a care provider for his special needs son. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products, supported by a large national network of advisors and branch offices.

Daniel Trigo is a financial advisor at J.P. Morgan Securities in San Antonio, TX, holding Series 63 and Series 66 licenses with one year of industry experience. Prior to his current role, he worked at Charles Schwab and JPMorgan Chase Bank. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling combined with centralized due diligence to deliver customized investment advice.

Diego Alvarado 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 Equitable Advisors and various other organizations across different sectors. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund 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 advisory services alongside affiliated brokerage, distribution, and investment management capabilities.

Joanna Puder is a financial advisor at Wells Fargo Advisors with 25 years of industry experience. She holds the Series 63 and Series 66 designations and has previously worked at J.P. Morgan Securities LLC, JPMorgan Chase Bank, N.A., Morgan Stanley, and Seattle First Asset Management. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and financial planning services to individuals, trusts, and institutions. The firm provides a broad range of planning services tailored to clients who meet net-worth thresholds, utilizing proprietary research and tools to develop personalized recommendations.