William Daniel is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has prior experience at NYLife Securities LLC and Brookstone Capital Management. Outside of advisory work, he has been involved with Northern Lights DJ since 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 within a non-discretionary program.

Julio Martinez is a financial advisor at J.P. Morgan Securities in San Antonio, TX, holding a Series 66 designation. He has approximately one year of industry experience with prior roles at Merrill, Bank of America, and JPMorgan Chase Bank, N.A. He has also been involved with the Hispanic Association and the Hispanic Association of Colleges and Universities. 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 and qualitative research to offer written asset allocation advice, investment manager searches, and customized performance reporting, with clients retaining final decision-making authority.

Carlton Butler is a financial advisor at Wells Fargo Clearing with 33 years of industry experience. He holds a Series 63 designation and has worked at Wells Fargo since 2016, following six years at A. G. Edwards & Sons, Inc. Outside of his advisory role, he is an arbitrator with FINRA and creates content on YouTube through his business, The Reflection Point. Wells Fargo Advisors provides investment advisory services, financial planning, and retirement plan consulting to a broad range of clients, leveraging research and analytics to support its offerings through both brokerage and advisory solutions.

H Lovelace is a financial advisor with LPL Financial based in New Braunfels, TX, holding a Series 66 license and 25 years of industry experience. Prior to joining LPL Financial in 2025, Lovelace spent 18 years at Next Financial Group, Inc. and 6 years at Investment Professionals, Inc. Outside of advising, Lovelace operates a non-variable insurance 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 and advanced operational tools.

Antonio Diaz is a financial advisor with Merrill in San Antonio, TX, holding a Series 66 designation and eight years of industry experience. His work history includes roles at H&R Block and Bank of America, with a current tenure at Merrill since 2016. Outside of his advisory duties, he is connected to SpeechWizards LLC, a family-held business focused on speech pathology and therapy operated by his spouse. 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, pension plans, corporations, and charitable organizations.

Caitlin Bernatt is a financial advisor at J.P. Morgan Securities with four years of industry experience. She holds a Series 66 designation and previously worked at Merrill and Bank of America. 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. Their advisory process combines quantitative and qualitative research to develop model asset allocations, incorporating ESG considerations and supported by affiliates through implementation and portfolio services.

Robert Zito is a financial advisor with Edward Jones in Spring Branch, TX, holding Series 63 and Series 66 credentials and over 21 years of industry experience. He has been with Edward Jones since 2004. 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 through a large nationwide network of advisors and branch offices. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Cody Dailey is a financial advisor with Edward Jones in San Marcos, TX, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He worked at Edward Jones from 2001 to 2026 before joining LPL Financial LLC. Dailey serves as a trustee for First Baptist Church in San Marcos, acting as an elected representative on legal matters. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a large nationwide network of financial advisors and branch offices. The firm offers a range of investment advisory programs under a fiduciary standard, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Alberto Puentes is a financial advisor at J.P. Morgan Securities in San Antonio, TX, holding Series 66 and Series 63 licenses with 23 years of industry experience. His prior roles include positions at Cabrera Capital Markets, Vision Financial Markets, and SB Value Partners. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program that focuses on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process integrates systematic quantitative screening, qualitative research, and may incorporate an ESG eligibility framework.

Neal Mansukhani is a financial advisor with J.P. Morgan Securities in San Antonio, TX, holding Series 63 and Series 66 licenses and three years of industry experience. He previously worked at Charles Schwab and has held various roles across multiple industries. Outside of his advisory work, he is involved with Noontime Supply Co LLC. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients with a focus on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and includes a framework for ESG eligibility.

Jessica Mccord is a financial advisor at Raymond James Financial with 18 years of industry experience. She holds a Series 66 designation and has worked at firms including Infinex Investments and Security Service FCU. Outside of her advisory role, she is a joint owner of Cocktail Crafthaus Co, where she assists with social media marketing. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individuals, high-net-worth clients, corporations, and institutional clients. The firm uses risk profiling and analytical tools to tailor non-discretionary planning and supports clients through various advisory programs.

Koko Black is a financial advisor with J.P. Morgan Securities in San Antonio, TX, holding a Series 66 designation and one year of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A. in 2026, Koko worked at Equitable for one year and has experience driving for Uber as a side activity. 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 offers non-discretionary asset allocation advice, investment manager searches, and customized performance reporting, supported by quantitative and qualitative due diligence and a focus on eligible strategies, including ESG considerations.

Christine Brown is a Series 66-licensed financial advisor with seven years of industry experience. She has worked at Edward Jones since 2019 and previously held roles with Lavaca County and First Baptist Church. Based in New Braunfels, TX, she provides financial advisory services through Edward Jones. 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 under management and offers a range of discretionary and non-discretionary investment strategies, including separately managed accounts and affiliated mutual funds, operating under a fiduciary standard.

Finley Scott is a financial advisor at J.P. Morgan Securities in San Antonio, TX, holding a Series 66 designation. He has one year of industry experience, with prior roles at Charles Schwab, Sellside Group LLC, and JPMorgan Chase Bank, N.A. His background also includes various non-investment positions and short-term engagements outside the financial sector. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm’s advisory program emphasizes written asset allocation advice, manager and fund searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

George Martinez is a financial advisor at J.P. Morgan Securities in San Antonio, TX, with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities since 2012. 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 screens and qualitative research, utilizing forward-looking capital market assumptions and may include ESG considerations.

Christine Powell is a financial advisor with LPL Financial and holds Series 63 and Series 65 licenses. She has 39 years of industry experience, including prior roles at Citigroup Global Markets and Morgan Stanley. Powell has been with LPL Financial since 2010. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, utilizing both proprietary research and third-party strategies, and supports over 22,800 advisors and $819 billion in discretionary assets.

James Mcallister is a financial advisor with Equitable Advisors in San Marcos, TX, holding a Series 66 designation and 22 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, since 2004. Outside of his advisory work, he is also active as a musician, performing vocals and playing instruments. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individual, institutional, and charitable clients. The firm utilizes a variety of advisory models, including third-party asset managers and LPL-sponsored programs, and offers ERISA fiduciary services to qualified plans.

Glenn Griffin Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 66 registrations and bringing 25 years of industry experience. Prior to joining LPL Financial in 2017, he worked at Investment Centers of America, Investment Professionals, Inc., and A.G. Edwards & Sons, Inc. In addition to his advisory role, he operates a small seller business on Amazon. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, with advice and account management provided primarily by independent adviser representatives.

Armando Castillo II is a Series 66 licensed financial advisor with four years of industry experience. He is currently with J.P. Morgan Securities in San Antonio, Texas, having also worked at USAA Life Company and New York Life. Prior to his financial services career, he held positions at Uber and HEB Foods. 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. Its advisory process combines quantitative and qualitative research and includes broader derivatives and commodities capabilities.

Matthew Hester is a financial advisor with Edward Jones in Bulverde, Texas, holding a Series 66 designation and eight years of industry experience. He previously worked at EAN Holdings from 2005 to 2018 before joining Edward Jones, where he has been since 2018. Hester serves as Vice Chairperson of the Board at the Bulverde Spring Branch Activity Center, participating in board meetings, executive director interviews, and fundraising efforts. 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 solutions supported by a large network of advisors and branch offices nationwide.