Peggy Stavinoha is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and 15 years of industry experience. Her prior roles include positions at UBS Financial Services and Chase Investment Services Corp. Outside of finance, she teaches a weekly fitness class at Life Time Fitness. 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 supports its advisory process with centralized due diligence, combining quantitative and qualitative research, and incorporates ESG eligibility in its recommendations.

Griffin Colbert is a financial advisor at J.P. Morgan Securities in San Antonio, TX, holding Series 66 and Series 63 licenses with one year of industry experience. Prior to joining J.P. Morgan Securities, he worked at JPMorgan Chase Bank, Fidelity Investments, Charles Schwab, and State Farm. 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 advisory process combines quantitative and qualitative research supported by centralized due diligence and includes broader derivatives and commodities capabilities.

Ian Mobley is a financial advisor with J.P. Morgan Securities in San Antonio, TX. He holds Series 66 and Series 63 licenses and has one year of industry experience. Prior to joining J.P. Morgan Securities, he worked at Fidelity Brokerage Services LLC and Fidelity Investments. Outside of finance, his background includes experience in photography and various entrepreneurial ventures. 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 searches, and customized performance reporting. The firm’s advisory process combines quantitative screening and qualitative research, incorporating ESG criteria and derivative capabilities.

Ahmad Achmar is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities since 2012, following prior roles at CHASE and Securian Financial Services. 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 searches, and customized performance reporting. The firm’s process combines quantitative and qualitative research to build model asset allocations and includes broader derivatives and commodities capabilities.

Charlie De Leon is Vice President and Financial Consultant at Fidelity Investments. He has been with Fidelity since 1998, progressing through roles including Fidelity Representative I, Financial Representative II, and Financial Consultant. Prior to joining Fidelity, he held financial representative positions at US Global Investors and Morgan Stanley. Charlie focuses on helping clients identify and articulate their financial goals, guiding them through complex financial planning processes to build customized plans and manage risks. He emphasizes ongoing client engagement, regularly reviewing plans to ensure alignment with clients' evolving needs and preferences, and collaborates with teammates and business partners to provide responsive customer service. Outside of his professional work, Charlie has personal interests in cars, comedy, golf, music, tennis, and traveling.

Matthew Merrill is a financial advisor at J.P. Morgan Securities in San Antonio, TX, holding Series 63 and Series 66 licenses. He joined the firm in 2026 and has no prior advisory industry experience. Before joining J.P. Morgan Securities, he worked for United Parcel Service Ups and held various other roles including employment at Oak Hills Country Club and Walmart. 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 searches, and customized performance reporting. The firm combines quantitative screens and qualitative research in its recommendations and maintains regulatory registrations that support broader derivatives and commodities capabilities.

Jacob Corbello is a financial advisor with J.P. Morgan Securities in San Antonio, TX, holding Series 63 and Series 65 licenses and six years of industry experience. He previously worked at Wells Fargo for eight years before joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A. in 2022. 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 includes centralized due diligence combining quantitative and qualitative research, with capabilities extending to derivatives and commodities through various regulatory registrations.

Ronnie Higgs 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 work history includes roles at firms such as Usaa, Fisher Asset Management, Robinhood Markets, Coinbase, and Liberty Mutual. 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 deliver non-discretionary asset allocation advice, investment manager searches, and customized performance reporting.

David Spellman is a financial advisor with LPL Financial in San Antonio, TX, holding Series 65 and Series 63 credentials and bringing nine years of industry experience. Prior to joining LPL Financial, he worked at Money Concepts Capital Corp and operated the David Spellman Agency. 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 variety of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Pamela Talamantez is a financial advisor with Wells Fargo Clearing, holding Series 66 and Series 63 designations and 15 years of industry experience. Her career includes roles at Turtle Creek Wealth Advisors, Merrill, Chalice Capital Partners, Texas Capital Bank, Raymond James Financial Services, and Morgan Stanley. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients through investment advisory, financial planning, retirement plan consulting, and brokerage solutions. The firm manages roughly $671 billion in assets and employs over 14,000 financial advisors, utilizing research and analytics to guide its diversified investment approach.

Catherine Blyden is a financial advisor at Fidelity with seven years of industry experience. She holds the Series 66 designation and has worked at Fidelity Brokerage Services LLC since 2015, with additional experience at Agile Group USA. Fidelity’s Strategic Advisers LLC, where she is affiliated, provides investment management and advisory services to retail and institutional clients as well as registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios.

Scott Muenz is a financial advisor with Ameriprise in San Antonio, TX, holding a Series 66 designation and 24 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he is a partner in a business that holds an office building in San Antonio. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research-driven modeling and tax-efficient strategies. The firm provides a range of advisory, brokerage, and insurance solutions typical of a large institutional financial services company.

Yareli Martinez is a financial advisor at J.P. Morgan Securities with seven years of industry experience. She holds Series 66 and Series 63 licenses and has worked at J.P. Morgan Securities since 2019. Martinez also has a background in banking with J.P. Morgan Chase Bank and has worked in retail at TJ Maxx. Additionally, she has been affiliated with San Antonio College for over a decade. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm's advisory process combines quantitative and qualitative research to build model asset allocations and incorporates ESG criteria in its recommendations.

Scott Thompson is a CFP®-certified financial advisor with 25 years of industry experience. He has been with LPL Financial since 2008 and previously worked at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. Thompson is also involved in insurance sales through Clipper Wealth Management, focusing on non-variable health insurance products. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individual investors, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Kyle Irwin is a Financial Consultant at Fidelity Investments, where he has been working since 2020. He focuses on understanding clients' individual financial situations, concerns, and goals to effectively address their priorities. Kyle collaborates with clients to create personalized financial plans and shares ideas aimed at enhancing their financial future. He emphasizes working ethically and diligently for the people of South Texas and their families. Kyle has extensive experience within Fidelity Investments, having held various roles since 2009, including Planning Consultant, Relationship Manager, Financial Representative, High Net Worth Case Manager, PCG Relationship Manager, Premium Service Representative, and Financial Service Representative. Prior to joining Fidelity, he worked as an Insurance Sales Representative at Western & Southern Financial Group from 2008 to 2009. Kyle holds a California Insurance License. Outside of his professional work, he has personal interests in baseball, football, family activities, movies, social events with friends, and parenthood.

Michael Borok is a financial advisor with Wells Fargo Advisors in San Antonio, TX, holding a Series 66 designation and 14 years of industry experience. He has been with Wells Fargo Advisors since 2020 and previously worked at Wells Fargo Clearing from 2016 to 2020. Outside of his advisory role, he is a budget committee member for Grace Baptist Church. Wells Fargo Advisors Financial Network 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 a net-worth threshold. The firm integrates advisory services with other financial products and referral channels, delivering recommendations through meetings and written summaries with optional implementation.

Dustin Bryant is a financial advisor at Edward Jones in San Antonio, TX, holding a Series 66 designation with seven years of industry experience. Prior to joining Edward Jones in 2018, he worked at Nike for 12 years. Outside of his advisory role, Bryant coaches soccer at New Braunfels Christian Academy. Edward Jones is a full-service wealth management firm serving individual and institutional clients with approximately $1.01 trillion in assets under management. The firm provides a range of advisory strategies and affiliated investment products through a large nationwide network of financial advisors and branch offices.

Michael Laurence is a financial advisor with Wells Fargo Advisors in San Antonio, TX, holding Series 63 and Series 66 credentials and five years of industry experience. His prior work includes roles at Smith Shellnut Wilson and LPL Financial 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 institutions. The firm offers a broad range of planning services using proprietary research and tools, with advisory engagements generally discrete and tailored to client needs.

Gina Espinoza is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and bringing 27 years of industry experience. Her previous roles include positions at Victory Capital Advisers, Fidelity National Information Services, and USAA across various advisory and investment services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a wide range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by research and technology tools.

George Rogers is a Series 66-licensed financial advisor with two years of industry experience. He is currently with J.P. Morgan Securities and has prior experience at Victory Capital and EchoRock Financial, where he is also a partner in a tax preparation and representation services firm. J.P. Morgan Securities provides institutional consulting services focused on written asset allocation advice, investment manager searches, and customized performance reporting for plan sponsors, corporations, and endowments. Their advisory process incorporates quantitative and qualitative research supported by centralized due diligence and offers a program with broader derivatives and commodities capabilities.