Renee Re is a financial advisor at Edward Jones in San Antonio, TX, holding a Series 66 designation with 14 years of industry experience. She has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Ellias Baker is a financial advisor with Raymond James Financial in San Antonio, TX, holding a Series 66 designation and one year of industry experience. He has worked at Raymond James Financial Services, Inc. and Security Service Federal Credit Union, where he has been employed since 2019. Outside of advising, Baker owns Force Drink Company LLC, where he develops sports drink formulas and manages branding and packaging. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools to support client goals and is notable for its municipal advisory affiliation and recent development of SIMPLE IRA Employer Advisory & Consulting Services.

James Beaulieu serves as Vice President Private Wealth Management Advisor at Fidelity Investments, a role he has held since 2017. He works with affluent families to co-create comprehensive financial plans and develops individualized strategies aimed at helping them achieve their financial aspirations. His practice includes meeting clients in various settings, including in-office, remote, virtual, and by phone. James's professional approach is characterized by his dedication, authenticity, and a focus on making a positive impact in the lives of those he works with. Additional details about his education, credentials, personal interests, or community involvement have not been provided.

Spencer Erdman is a financial advisor at J.P. Morgan Securities with Series 63 and Series 66 credentials and three years of industry experience. Prior to joining J.P. Morgan Securities, he worked at Penn State Health and served in the Pennsylvania Army National Guard. Outside of his advisory role, Erdman is a co-owner of Legacy Equine and Livestock Farms, where he is involved in raising livestock, horse boarding, and equine activities. J.P. Morgan Securities provides institutional consulting services to institutional clients, offering asset allocation advice, investment manager searches, and customized performance reporting, with advisory services integrated alongside affiliated brokerage and investment management capabilities.

Douglas Schroeder is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2024. He previously worked with Wells Fargo Clearing and WELLS FARGO Advisors, LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning services tailored to clients who meet specific net-worth criteria.

Elsa Cranford is a financial advisor with Edward Jones in Garden Ridge, TX, holding Series 63 and Series 66 registrations and bringing 21 years of industry experience. She has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of over 23,700 advisors and offers a range of advisory programs with both discretionary and non-discretionary strategies under a fiduciary standard.

Luke Simisky is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds the Series 66 designation and has prior work experience at J.P. Morgan Chase Bank NA. J.P. Morgan Securities primarily serves institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to provide investment advice on a non-discretionary basis.

Elizabeth Olney is a financial advisor at Edward Jones with eight years of industry experience. She holds the CFP®, ChFC®, and Series 66 designations. Prior to joining Edward Jones in 2017, she worked at Tremmel Design Group from 2015 to 2017. Outside of her advisory role, Olney is involved with Mitera Design. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

Kristian Rivas is a financial advisor at J.P. Morgan Securities with Series 66 and Series 63 credentials and four years of industry experience. He has been with J.P. Morgan Securities since 2022 and has prior experience at 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 and a manager-solutions team to deliver customized advice on a non-discretionary basis.

Jereme Brisco is a financial advisor with LPL Financial in San Antonio, TX, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with LPL Financial since 2016 and also owns JW Sports Memorabilia, a separate business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a nationwide network. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios and research to support diversified investment strategies.

Gregory Anderson Jr. is a financial advisor at Edward Jones with 13 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. 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 with approximately $1.01 trillion in assets under management.

Joseph Wofford is a financial advisor at Raymond James & Associates with 39 years of industry experience. He holds the Series 63 designation and has been with Raymond James & Associates since 2013. The firm is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets and serving a diverse client base, including individuals, institutions, and municipal entities. Raymond James & Associates offers financial planning, non-discretionary investment consulting, and institutional fiduciary services supported by a nationwide network of advisers.

Roger Riley is a financial advisor with LPL Financial in San Antonio, TX, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC for a combined total of 11 years. Outside of his advisory role, he is involved with Tranquilo Bay #7, LLC, a business entity for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of financial planning and advisory services, utilizing model portfolios, strategic research, and advanced technologies.

Yvonne Trevino is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. She holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities LLC since 2016. The firm 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. Their services are delivered on a non-discretionary basis by a select group of Wealth Advisors, with clients retaining final decision-making authority.

Madeline Reyna is a Series 66–licensed financial advisor at Edward Jones with six years of industry experience. She has been with Edward Jones since 2019 and previously worked in early childhood education and university library services. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.

Sergio Jimenez is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds Series 63 and Series 66 designations. His prior experience includes roles at Edward Jones and Equitable Advisors LLC. 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.

Aldo Martinez is a financial advisor with Edward Jones in San Antonio, TX, holding a Series 66 designation and seven years of industry experience. He has been with Edward Jones since 2017, with prior work experience at Best Buy and in education. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies supported by a large nationwide network of advisors and branch offices.

Dalon Wynia is a financial advisor with Merrill in San Antonio, TX, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has been with Merrill since 2009. 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, offering model-based and discretionary strategies for individuals, high-net-worth clients, and institutional investors.

Scott Miller is a Vice President and Financial Consultant currently working with Fidelity Investments since 2023. He has held leadership roles in the financial services industry, including serving as Vice President and Branch Manager at Charles Schwab from 2020 to 2023, and as Branch Manager at TD Ameritrade from 2013 to 2020. Prior to his management roles, he was a Senior Financial Consultant at TD Ameritrade from 2010 to 2013. As a CERTIFIED FINANCIAL PLANNER™ practitioner, Scott focuses on partnering with clients and their families to pursue their unique financial goals. He is committed to helping clients attain their objectives through personalized financial planning and consultation.

Cristobal Aguirre is a financial advisor at J.P. Morgan Securities in San Antonio, TX, holding a Series 66 designation. He began his career in the financial industry in 2026 and has prior experience at Equitable and Aspect Wealth Management Group, LLC. Before entering finance, he worked in the hospitality sector with Marriott/JW Marriott and Chili's/Brinker. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its investment recommendations.