Marisa Decker is a financial advisor at Merrill with 15 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at Bank of America, Merrill, and Wells Fargo entities. Outside of her advisory role, she owns a sole proprietorship called Stardust and Vagabonds that sells hand-painted hats online and at craft shows. 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 a range of clients, including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Thomas Immenschuh is a Senior Financial Advisor at Merrill Lynch Wealth Management. He works with business owners, professionals, and their families, employing a comprehensive client-centered approach to wealth management. His team delivers personalized strategies focused on growth, accumulation, preservation, and transfer of wealth. He aims to collaborate with clients to develop customized financial plans aligned with their priorities and goals. Tom's expertise includes retirement planning, wealth management and preservation, concentrated stock and options, company-sponsored plans design and refinement, corporate cash and treasury management, liability management, and trust, estate, and insurance planning services. He holds professional designations including Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Tom is a graduate of the University of Texas at San Antonio with a BBA in Finance and a minor in Accounting. He served in the United States Air Force from 1982 to 1986, continued in the Air Force Reserve until 1995, and was activated for Desert Shield and Desert Storm. In the San Antonio community, Tom has served on the Board of Any Baby Can, The ARC of San Antonio, and the Texas Planning Council Partners in Policy Making. He volunteers for the Central Catholic School Golf Team and has been involved with organizations such as Catholic Charities of San Antonio and Oak Hills Country Club. He resides in Castle Hills with his wife Charlotte Gallagher Immenschuh and their three sons, Evan, Ian, and Owen.

Dominic Stanford is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He holds Series 63 and Series 66 licenses and has worked within various divisions of JPMorgan Chase since 2016. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset allocation, investment manager searches, and customized performance reporting. The firm combines quantitative modeling with centralized due diligence and integrates an ESG eligibility framework when recommending strategies.

Taylor Finley is a financial advisor at Cambridge Investment Research Advisors with nine years of industry experience. He holds Series 65 and Series 63 licenses and has been with Cambridge Investment Research, Inc. since 2016. Finley serves as Secretary and board member of the Tivy Athletic Booster Club and is involved with the Hill Country College Fund, where he contacts donors on behalf of the university. Cambridge Investment Research Advisors is a large SEC-registered firm serving individuals, pension plans, charitable organizations, and other retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, employing a variety of portfolio management strategies and platforms tailored to client objectives.

James Bradford is a financial advisor at Raymond James & Associates with one year of industry experience. He holds a Series 66 designation and previously worked in the education sector within several school districts and at Texas A&M University. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser with approximately $501 billion in assets under management. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

David La Grange is a financial advisor at Merrill in San Antonio, TX, holding a Series 66 designation. He has experience working at Enfra and Precision Food Innovations prior to joining Merrill and Bank of America in 2026. 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 investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Abelardo Miranda is a financial advisor with Merrill in San Antonio, TX, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has been with Merrill since 2009 and has concurrently worked at Bank of America, N.A. since 2006. 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 investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Edward Mc Clure Jr. is a financial advisor with Edward Jones in San Antonio, TX, holding Series 63 and Series 66 credentials and over 30 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1994. Outside of his advisory role, Mc Clure serves as a board member of McCoy Water Supply Corp. and is president of Atascosa AG Inc., a ranching and grape vineyard operation. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of over 23,000 advisors. The firm provides discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds under a fiduciary standard.

Michael Morgan is a financial advisor with LPL Financial in La Vernia, TX, holding a Series 66 designation and four years of industry experience. Prior to joining LPL Financial, he spent 20 years working for East Central Independent School District. He is a silent minority owner of LV H20, LLC, a non-investment-related business. 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, including financial planning, model portfolios, third-party asset management, and institutional platforms.

John Glade is a financial advisor at Merrill with 37 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including Ameriprise, Comerica Bank, Wells Fargo Bank, and National Alliance Securities. Glade serves on the boards of First Tee Greater Austin and the Warrior National Foundation. Merrill, along 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 individual and institutional investors.

Stacie Conine is a financial advisor with Ameriprise in San Antonio, TX, holding a Series 66 designation and 21 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients, offering a specialized Premier Retirement Income service that provides detailed retirement-income planning and ongoing advice focused on income sources and tax-aware withdrawal strategies.

Ross Van Klaveren is a financial advisor with LPL Financial in San Antonio, TX, holding a Series 66 designation and 21 years of industry experience. His prior roles include positions at Bank of America, Merrill, USAA Investment Management Company, and A. G. Edwards & Sons. In addition to his advisory work, he is involved with Juniper Business Services & Solutions, a tax preparation and accounting firm where he contributes to estate planning. 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, leveraging model portfolios, third-party subadvisors, and customized strategies supported by technology tools.

Kathryn Prescott is a financial advisor at Edward Jones with 11 years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and corporate clients. The firm manages approximately $1.01 trillion in assets under management and offers a variety of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Brent Buehler is a financial advisor with LPL Financial in San Antonio, TX, holding Series 63 and Series 65 licenses and 25 years of industry experience. His prior roles include positions at Titleist Capital, Banc of America Investment Services, Chase Investment Services, and USAA Investment Services. He also serves as a relationship manager for Zions Bancorporation’s Wealth & Fiduciary Services. 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, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Daniel Molina is a Private Wealth Advisor with Merrill Private Wealth Management. He brings 15 years of experience in the financial industry, focusing on areas such as Corporate Executive Services, Institutional Consulting, International Wealth Management, and Tax Minimization. In his role, he aims to tailor strategies that align with the unique needs of each client to help them achieve their financial goals. Molina is fluent in both English and Spanish and serves a diverse clientele. He holds a bachelor's degree from Universidad Panamericana and has earned the Personal Investment Advisor (PIA) designation. Molina is affiliated with professional organizations including Forbes. Outside of his professional work, he has interests in cooking, skiing, and tennis.

David Zeitz is a financial advisor at Merrill with 41 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Merrill since 2009. He has also been affiliated with Bank of America, N.A. since 2003. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services for 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, and various institutions, supported by internal and third-party portfolio management teams.

Robert Donnelly is a financial advisor with Raymond James & Associates in San Antonio, TX, holding Series 63 and Series 65 designations and with 42 years of industry experience. He has been with Raymond James & Associates since 2013. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional clients, pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and municipal advisory services.

Daniel Nelson is a financial advisor at Merrill with 28 years of industry experience. He holds a Series 66 credential and has been associated with Merrill since 1997, including concurrent service with Bank of America since 2009. Outside of his advisory role, he serves as a committee member of the Louise H. Batz Patient Safety Foundation, focusing on community awareness and fundraising for hospital safety initiatives. Merrill serves a broad range of clients, including individuals, retirement plans, corporations, and institutional clients, offering managed account programs, discretionary portfolio management, and brokerage services. The firm emphasizes manager selection and tax-efficient strategies while leveraging its integration with Bank of America affiliates and capital-markets resources.

Robert Nelson Jr. is a financial advisor at Merrill with over 56 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Merrill since 1969 and Bank of America since 2011. Outside his advisory role, he is an investor in an oil and gas exploration venture through Nelson and Son LLC. 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 investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jacky Phan is a Series 65-licensed financial advisor with LPL Financial in San Antonio, TX, and has four years of industry experience. Prior to joining LPL Financial in 2025, Phan worked at Ulrich Consulting and Investment Group, LLC, CapFinancial Partners, LLC (CAPTRUST), Covenant, and was affiliated with the University of Texas at San Antonio. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, using a mix of discretionary and non-discretionary strategies supported by research tools and machine-learning applications.