John Contreras is a Series 66-licensed financial advisor with eight years of industry experience. He has worked at J.P. Morgan Securities since 2018 and previously spent two years at Capital Group. Based in San Antonio, TX, he provides advisory services through J.P. Morgan Securities. J.P. Morgan Securities offers institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The program combines quantitative and qualitative research to develop model asset allocations and includes capabilities in derivatives and commodities.

Elizabeth Hoerl is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 15 years of industry experience. She has been with J.P. Morgan Securities since 2012, following brief roles at Chase Investment Services Corp. and Edward Jones. Based in San Antonio, TX, she provides institutional consulting services within a large team of advisors. J.P. Morgan Securities serves plan sponsors, corporations, endowments, and other institutional clients by offering non-discretionary asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research to develop model asset allocations, with a focus on utilizing eligible strategies and incorporating ESG criteria.

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. Based in San Antonio, TX, her work focuses on serving institutional clients. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program. The firm’s approach combines quantitative and qualitative research to develop asset allocation advice, investment manager searches, and customized performance reporting.

Mark Squires is a financial advisor with Equitable Advisors in New Braunfels, TX, holding a Series 66 designation and 25 years of industry experience. He has been with Equitable Advisors and its predecessor Axa Advisors since 2000. Outside of his advisory work, Squires serves as president of Provenance Group LLC and is active in community organizations including the New Braunfels Downtown Rotary Club and the San Antonio Livestock Show and Rodeo Auction Committee. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to a broad client base, including individuals, pension plans, corporations, and charitable organizations. The firm utilizes a variety of advisory models, including third-party program sponsors and LPL-sponsored offerings, and delivers services through a large network of investment adviser representatives.

Frederick Eldred is a financial advisor with Primerica Advisors in San Antonio, TX, holding a Series 66 designation and two years of industry experience. His prior experience includes roles at Edward Jones and several medical device companies. Eldred is involved in sales of investment-related products and also engages in part-time referrals of home security and automation services. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, utilizing model-delivery strategies managed by unaffiliated asset managers and supported by BNY Mellon Advisors and Pershing for trade execution and custody. The firm operates at scale with thousands of advisors and approximately $15.5 billion in assets under management.

Tiffany Raines is a financial advisor at J.P. Morgan Securities with 20 years of industry experience. She holds Series 63 and Series 66 licenses and has been with J.P. Morgan since 2015. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm combines quantitative screens and qualitative research to develop model asset allocations and integrates ESG considerations within its advisory process.

Thomas Mc Nairy is a financial advisor with J.P. Morgan Securities in San Antonio, TX, holding a Series 66 designation and 34 years of industry experience. He has been with J.P. Morgan Securities since 2012, with prior roles at Merrill from 2002 to 2006. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process integrates quantitative and qualitative research and supports portfolios with an ESG eligibility framework and specialized derivatives capabilities.

Conor Salinas is a financial advisor at J.P. Morgan Securities in San Antonio, TX. He holds Series 63 and Series 66 designations and has been in the industry since 2025, with prior experience at Charles Schwab and JPMorgan Chase Bank. Before entering finance, he worked in various other roles including at Atkins Expert Sinus Care and attended the University of Texas at Austin. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm’s advisory program offers written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Quintin Bononcini is a financial advisor with J.P. Morgan Securities in San Antonio, TX, holding a Series 66 designation and seven years of industry experience. He has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities LLC since 2019 and previously at Paesanos from 2017 to 2019. In addition to his advisory role, he serves as an analyst in the Texas Army National Guard. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process integrates quantitative and qualitative research and includes capabilities in derivatives and commodities through its broader regulatory registrations.

Taylor Gould is a financial advisor at J.P. Morgan Securities with a Series 66 designation and three years of industry experience. He has held positions at Citigroup Global Markets and Citibank, among others. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s process integrates quantitative and qualitative manager due diligence and may incorporate ESG criteria.

Kaisa Holloway Cripps is a financial advisor at J.P. Morgan Securities with Series 63 and Series 66 designations and one year of experience at the firm. Her prior roles include positions at Schreiner University, University of Massachusetts Dartmouth, and LL Bean. She has also been involved with the Buttonwood Park Zoological Society. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s advisory process combines quantitative screens and qualitative research to deliver written asset allocation advice, investment manager searches, and customized performance reporting.

Christopher Thomas is a financial advisor with Edward Jones in San Marcos, TX, holding Series 63 and Series 65 credentials and 12 years of industry experience. His prior roles include positions at PNC Investments and multiple BBVA affiliates spanning wealth solutions, securities, insurance, and banking from 2012 to 2022. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a wide range of discretionary and non-discretionary advisory strategies, supported by a large network of financial advisors and branch offices nationwide.

Curtis Appleton 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. His prior roles include positions at Charles Schwab & Co., Inc. and JPMorgan Chase Bank, N.A. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a selective group of Wealth Advisors, offering non-discretionary advice focused on asset allocation, investment manager selection, and customized performance reporting.

Eric Wilkins is a financial advisor with J.P. Morgan Securities in San Antonio, TX. He holds Series 63 and Series 66 credentials and has four years of industry experience. Prior to joining J.P. Morgan Securities in 2025, he worked at Fidelity in various roles from 2021 to 2025. Outside of his advisory work, he owns and operates an online e-commerce store selling second-hand goods. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a non-discretionary program that focuses on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process incorporates quantitative and qualitative research supported by centralized due diligence and includes broader derivatives and commodities capabilities.

Alfredo Castillo is a financial advisor at J.P. Morgan Securities with a Series 66 designation and three years of industry experience. His prior work experience includes roles at Merrill, AT&T, JPMorgan Chase Bank, Charter Communications, T-Mobile USA, and KCI Wireless. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative due diligence and may incorporate an ESG eligibility framework.

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 Series 66-licensed financial advisor with J.P. Morgan Securities in San Antonio, TX, and has one year of industry experience. His prior roles include positions at JPMorgan Chase Bank, The Cliffs, &Partners/Indigo Advisors &Partners, and Founders Fed Credit Union. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary, written asset allocation advice, investment manager and fund searches, and customized performance reporting. Their advisory process incorporates quantitative and qualitative research and may include ESG criteria, supported by affiliates offering implementation and portfolio services.

Clinton Godfrey is a financial advisor with J.P. Morgan Securities in San Antonio, TX, holding a Series 66 designation and 15 years of industry experience. His prior roles include positions at Ameriprise Financial and Citigroup. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm combines quantitative and qualitative research in its advisory process and offers capabilities in derivatives and commodities through its broader regulatory registrations.

Nicholas Gamez is a financial advisor at J.P. Morgan Securities with Series 63 and Series 66 licenses and four years of industry experience. He has worked at J.P. Morgan Securities, LLC since 2022 and has been with JPMorgan Chase Bank, N.A. since 2020. His prior work experience includes roles at Spectrum, Market Street, and other companies outside the financial sector. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm combines quantitative and qualitative research to develop model asset allocations and maintains broader derivatives and commodities capabilities compared to many institutional advisory programs.

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.