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 for one year before joining J.P. Morgan Securities in 2012. Outside of his advisory role, Schwarz owns a 40-acre farm in Rawlins County, Kansas. J.P. Morgan Securities provides institutional consulting services primarily to plan sponsors, corporations, and endowments through a select group of Wealth Advisors. The firm’s approach emphasizes written asset allocation advice, investment manager research, and customized performance reporting, supported by a centralized manager solutions team using both quantitative and qualitative analysis.

Dianna Parker is a CFP® with 35 years of industry experience, currently serving as a financial advisor at Osaic since 2025. She spent 27 years with Lincoln Financial Advisors Corporation prior to joining her current firm. Outside of advisory work, she owns a consulting business that provides services to the financial services industry focused on building and maintaining fee-based financial planning practices. Osaic Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform, offering brokerage and advisory services including comprehensive financial planning, advisor-managed portfolios, Unified Managed Accounts, third-party money manager programs, and retirement plan consulting. The firm’s investment process emphasizes model-based asset allocation and portfolio optimization supported by risk-tolerance questionnaires and efficient frontier analysis.

Emmanuel Machamire is a financial advisor with J.P. Morgan Securities in San Antonio, TX, holding Series 63 and Series 66 licenses and having three years of industry experience. His prior roles include positions at JPMorgan Chase Bank, H&R Block, and Papa Johns. He serves as treasurer and finance committee chairman for Laurel Heights Seventh Day Adventist Church. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm delivers non-discretionary asset allocation advice, investment manager searches, and customized performance reporting supported by centralized due diligence and incorporates ESG considerations in its recommendations.

Kevin Vigil is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Credit Human Federal Credit Union, Wells Fargo Bank, and Security Service Federal Credit Union. 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 focuses on non-discretionary, written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence and a manager solutions team.

Reginald Newsome is a financial advisor with Primerica Advisors in San Antonio, TX, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2015. Outside of his advisory role, he owns a Jan Pro Commercial Cleaning franchise and operates Family Legacy of Wealth Investment, LLC. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable clients. The firm delivers advisory services through a large network of advisors using model-driven investment strategies supported by third-party asset managers and custodians.

Jerry Capetillo is a financial advisor with J.P. Morgan Securities in San Antonio, TX, holding Series 63 and Series 66 designations and 19 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and previously held roles with Wamu Investments, Inc. and Washington Mutual Bank. 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's advisory process combines quantitative screening and qualitative research supported by a centralized manager solutions team.

Corley Chandler is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds a Series 66 designation and has previously worked at Cambridge Investment Research Advisors Inc. and Texas Hills Financial Group. 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 and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative screens and qualitative research to build model asset allocations, incorporating an ESG eligibility framework and offering access to derivatives and commodities capabilities.

Kenneth Thigpen is a financial advisor with Primerica Advisors in San Marcos, TX, holding Series 63 and Series 65 registrations and bringing 22 years of industry experience. He has worked with PFS Investments, Inc. since 2004 and with Primerica Financial Services since 2003. In addition to advisory services, he is involved in the sale of loan products and home-related services through affiliates of PFS Investments Inc. Primerica Advisors sponsors and manages a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm delivers advisory services through a large network of advisors using model-driven investment strategies supported by third-party asset managers and custodians.

Alexander Dean is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds the Series 66 designation and previously worked at Equitable Advisors, LLC and North East Independent School District. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a non-discretionary program focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process incorporates both quantitative and qualitative research and may include ESG criteria in its recommendations.

Ronald Dawson Sr. is a financial advisor with LPL Financial, holding the ChFC® designation and Series 63 and 65 licenses. He has 43 years of industry experience, including prior roles at Cetera, Tax and Financial, and Securian Financial Services. He has also been involved with a ranch business and owns multiple financial services-related ventures. 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 broad range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms.

Meliza Brecht 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. Her work history includes roles at JPMorgan Chase Bank, Morgan Stanley, and Frost Bank. Outside of her advisory work, she manages a personal residential rental business. J.P. Morgan Securities provides institutional consulting services focused on asset allocation advice, investment manager searches, and customized performance reporting for plan sponsors, corporations, and endowments. The firm’s approach integrates both quantitative and qualitative research and includes capabilities in derivatives and commodities through its broader regulatory registrations.

Maureen Garcia is a financial advisor with Primerica Advisors in San Antonio, TX, holding Series 65 and Series 63 credentials and nine years of industry experience. Her background includes roles in healthcare and wellness sectors, such as positions at Normandy Terrace, Ensign Parklane West Healthcare Center, and Terrific Massage & Wellness. Primerica Advisors sponsors and manages a wrap-fee asset management program primarily serving individual investors, including non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with thousands of advisors and offices, delivering advisory services through model-based strategies managed by unaffiliated asset managers.

Hector Tafoya is a financial advisor with J.P. Morgan Securities in San Antonio, TX, holding a Series 66 designation and 10 years of industry experience. He has worked at J.P. Morgan Chase Bank and J.P. Morgan Securities since 2018 and previously at Kovack Advisors and Kovack Securities from 2016 to 2018. Outside of his advisory role, he is a partial owner of Taffy Rentals, LLC, a non-managing member of a real estate rental property. 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 and fund searches, and customized performance reporting. Their process integrates quantitative and qualitative due diligence and may include ESG considerations, while leveraging broader derivatives and commodities capabilities.

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 with J.P. Morgan Securities in San Antonio, TX, holding a Series 66 designation and 10 years of industry experience. He has been with J.P. Morgan Securities since 2016, including time at affiliated entities. Outside of his advisory role, he was involved with Antonioluis Foods, LLC from 2018 to 2022. 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 combines quantitative and qualitative analysis and incorporates ESG criteria, with implementation support from affiliated investment-management entities.

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 joining J.P. Morgan Securities, he worked at Charles Schwab and JPMorgan Chase. 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 and fund searches, and customized performance reporting. The firm combines quantitative and qualitative research to develop model asset allocations and offers broader derivatives and commodities capabilities through its regulatory registrations and affiliations.

Christina Fallin is a financial advisor at Raymond James Financial with 26 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Ameriprise Financial Services, LLC and Investment Professionals, Inc. Outside of her advisory role, she is involved as an associate employee in two non-investment support companies, Outdoor Lifestyle Strategies and Springs Wealth Group. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a broad client base including individuals, high-net-worth clients, and institutional clients. The firm offers tailored, non-discretionary planning using analytical tools and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Diego Alvarado is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds a Series 66 designation and has worked previously at Equitable Advisors. Outside of finance, he has experience working with Philmont Scout Ranch. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research supported by a centralized manager solutions team.

Brandon Oliva is a financial advisor at Fidelity with Series 63 and Series 65 credentials and two years of industry experience. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Bank, NA, where he worked for over 16 years. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs. The firm also serves as an advisor to multiple registered investment companies and employs systematic methods including AI in its investment process.