Robert Heim is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 14 years of industry experience. He previously worked at Edward Jones for two years before joining J.P. Morgan Securities in 2014. 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 and qualitative research to build model asset allocations and incorporates ESG frameworks, supported by affiliates that provide implementation and portfolio services.

Fe Aida Tiemann is a financial advisor at J.P. Morgan Securities with three years of industry experience. She holds a Series 66 designation and has worked at firms including New York Life Insurance and First Command. 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. Their advisory process integrates quantitative and qualitative research supported by centralized due diligence.

George Marin Jr. is a financial advisor with J.P. Morgan Securities in San Antonio, TX, holding Series 63 and Series 66 credentials and 32 years of industry experience. He previously worked at Citi Personal Wealth Management for 18 years prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A. in 2026. Outside of his advisory role, he is a co-owner of a rental property in Lawndale, CA, which he manages with his siblings. 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 advisory process combines quantitative and qualitative research with a forward-looking approach and includes capabilities in derivatives and commodities through affiliated entities.

Yvonne Maniez is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and seven years of industry experience. She has been with J.P. Morgan entities since 2012, including JPMorgan Chase Bank, N.A. and JP Morgan Securities, LLC. 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. Their advisory process includes centralized due diligence and an ESG eligibility framework, with implementation services offered through affiliated entities.

Clarence Wooten Jr. is a financial advisor with Primerica Advisors in San Antonio, TX, holding Series 63 and Series 65 licenses and over 41 years of industry experience. He has been with Primerica Advisors since 1984 and Primerica Financial Services since 1982. In addition to his advisory role, he is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, which offers model-delivery strategies and a limited number of separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure for its services.

Raul Sandoval is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds Series 65 and Series 63 designations. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A., he worked at Pensionmark Financial Group and held roles at several other firms. 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 program focuses on non-discretionary written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research methods.

Nancy Murphy is a financial advisor at Morgan Stanley with 34 years of industry experience. She holds Series 63 and Series 66 designations and has been with Morgan Stanley since 2010. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including customized financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and research.

Craig Neeley is a financial advisor at Edward Jones in New Braunfels, TX. He holds the Series 66 designation and has been with Edward Jones since 2026. Prior to joining the firm, he served in the United States Army and the Texas Army National Guard from 2004 to 2026. 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 and investment solutions, operates under a fiduciary standard, and manages approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

Joselyn Garcia is a financial advisor at J.P. Morgan Securities with four years of industry experience. She holds Series 63 and Series 65 licenses and has worked at JPMorgan Chase Bank, N.A. since 2021. Her prior experience includes roles at River City Federal Credit Union, Laredo Federal Credit Union, and BBVA. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through tailored asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative due diligence and incorporates an ESG eligibility framework in its recommendations.

Scott Gibson is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He has been with J.P. Morgan Securities since 2016. 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. Their advisory process combines quantitative and qualitative research to build model asset allocations and may incorporate ESG criteria.

Nathan Reneau is a CFP® professional with 28 years of industry experience, currently serving as a financial advisor at Cetera since 2023. His prior roles include positions at Cetera Wealth Services, LLC and VOYA Financial Advisors. Reneau is also a licensed CPA and attorney who provides tax advice, prepares tax returns, and assists clients with estate planning and the preparation of legal documents. Cetera Investment Advisers LLC is an SEC-registered advisor that serves a diverse client base, including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers through a multi-manager platform with a range of program options.

Krista Hall is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and having 40 years of industry experience. Her prior roles include 21 years at Stifel Independent Advisors and five years at Morgan Keegan & Company. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm utilizes a range of advisory models and third-party program sponsors to deliver its services.

Colin Perez is a financial advisor with Edward Jones in Canyon Lake, TX, holding a Series 66 designation and beginning his advisory career in 2025. Prior to joining Edward Jones, he worked and studied at Schreiner University from 2022 to 2026 and has held various positions in educational institutions. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment strategies and advisory services, supported by a large nationwide network of advisors and branch offices.

Jason Fischer is a financial advisor at Edward Jones in San Marcos, TX. He holds a Series 66 designation and has experience working in various industries, including 12 years at Land O' Lakes Inc, followed by roles at SRS Distribution and Harrell's LLC before joining Edward Jones in 2025. 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 through a nationwide network of over 23,700 financial advisors, offering a range of advisory programs and investment solutions under a fiduciary standard.

John Muehl is a financial advisor at Edward Jones in New Braunfels, TX, holding a Series 66 designation. He joined Edward Jones in 2025 and has prior experience at Security Service Federal Credit Union and as a UX designer. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Tyler Scholten is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at Equitable Advisors and Cob & Pen. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering written asset allocation advice, investment manager and fund searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research to build model asset allocations, incorporating ESG eligibility frameworks and supported by affiliates for implementation and portfolio services.

Katie Blevins is a financial advisor at Equitable Advisors with Series 63 and Series 65 licenses and four years of industry experience. Prior to joining Equitable Advisors, she worked at Uber and Lyft for four years each. She serves as a volunteer board member for the Wimberley Chamber of Commerce. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management programs to individuals, pension plans, corporations, and charitable organizations. The firm delivers advice through Investment Adviser Representatives using various third-party advisory models and offers a range of investment options including mutual funds, ETFs, and alternative investments.

Jill Montgomery is a financial advisor at Edward Jones with one year of industry experience. She previously worked at USAA for 13 years. Outside of her advisory role, she is a manager of EJH Construction Services, LLC, a construction business in Spring Branch, TX, where she assists with administrative tasks. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Christopher Goodman is a financial advisor at Fidelity with five years of industry experience. His prior experience includes roles at JP Morgan Chase and Wells Fargo Bank. Outside of his advisory work, he associates with Comal Tubes in New Braunfels, TX, assisting with customer service and river float equipment, and occasionally works as an Uber driver in San Francisco. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to both retail and institutional clients, utilizing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction across a broad investable universe.

James Wheeler is a financial advisor at Edward Jones in San Marcos, TX, holding a Series 66 designation with eight years of industry experience. Prior to joining Edward Jones in 2018, he worked at Sam Houston State University from 2016 to 2018. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,000 financial advisors.