Martin Slechta is a financial advisor with J.P. Morgan Securities in San Antonio, TX, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Frost Brokerage Services, Frost Bank, and Randolph-Brooks. 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 and qualitative research supported by a centralized manager solutions team.

Jerrod Fraser is a financial advisor with Wells Fargo Advisors in San Antonio, TX, holding a Series 66 designation and 16 years of industry experience. His career includes roles at Wells Fargo Clearing, J.P. Morgan Securities, Chase Investment Services, MSI Financial Services, and Ameriprise. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad menu of planning options that include retirement, education, risk, and wealth-transfer planning, as well as specialized services such as business-owner transition and divorce planning. Advisors use firm resources like research and planning tools to develop tailored recommendations, with clients choosing how to implement these through various brokerage or advisory programs.

Harleen Kaur is a financial advisor at J.P. Morgan Securities with seven years of industry experience. She holds Series 63 and Series 66 credentials and has worked at several firms including Victory Capital Services, BBVA, and Wells Fargo Bank. Kaur is based in San Antonio, TX. 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. The firm’s advisory process combines quantitative and qualitative research to build model asset allocations and incorporates an ESG eligibility framework.

David DeCorrevont is a Financial Consultant at Fidelity Investments, a position he has held since 2025. Prior to this role, he served as a Financial Consultant I at Fidelity from 2024 to 2025. Before joining Fidelity, David worked as a Financial Advisor at Robert W. Baird & Co. Inc. from 2018 to 2024 and started his career there as a PWM Foundations Associate from 2016 to 2018. David focuses on providing personalized, hands-on service tailored to each client's unique needs, emphasizing thoughtful planning and clear communication. He prioritizes building relationships and helping clients define meaningful financial goals with clarity and confidence. Outside of his professional work, David has interests in fitness, football, outdoor adventures, parenthood, scuba diving, and skiing.

Teresa Carper Espino is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously spent seven years at Merrill. She also serves as an executor for a family estate. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm offers both brokerage and advisory solutions and employs a research-driven approach grounded in diversification and modern portfolio theory.

Jonathan Barrera is a financial advisor at Edward Jones based in San Antonio, TX, with 11 years of industry experience. He holds a Series 66 designation and previously worked at Bank of America and Merrill from 2014 to 2020. 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 advisors.

Robert Harlan is a CFP® professional with 22 years of experience in financial advising. He has been with LPL Financial since 2018, following previous roles at USAA Investment Management Company and USAA Financial Advisors. He conducts business through Genesis Wealth Management, a DBA for his LPL operations in San Antonio, TX. 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 broad range of services including financial planning, model portfolio programs, and access to third-party asset managers, supported by technology tools and a wide network of over 22,800 advisors.

Juan Diez is a financial advisor at Wells Fargo Clearing with eight years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank and Central Rig Services prior to his current role. Outside of his advisory work, he is the owner of Penrose Energy Partners LLC and part-owner of Kinder Diez and Associates LLC. Wells Fargo Advisors is a national securities firm that provides investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients. The firm offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Bruce Stroup is a financial advisor with OSAIC in San Antonio, TX, holding a Series 63 designation and 35 years of industry experience. Prior to joining OSAIC in 2018, he worked at firms including Jhfn Sii, Invest Financial Corporation, Woodbury Financial Services, and Principal Financial Services. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a broad range of brokerage and advisory services supported by model-based asset allocation, portfolio optimization tools, and various managed account programs.

Tristan Alvarado is a Planning Consultant with experience in the financial services sector. He has worked as a Financial Advisor at Equitable from 2021 to 2025. Tristan transitioned from studying medicine in high school and college to pursue his passion for personal finance, beginning his career in a financial firm after graduation. He focuses on connecting with clients to understand their goals and dreams, helping them plan for their future and that of their loved ones. Outside of his professional role, Tristan has interests in baseball, fitness, football, attending social events with friends, and playing musical instruments.

Jason Page is a financial advisor with Wells Fargo Advisors in San Antonio, TX, holding a Series 66 credential and five years of industry experience. His prior work includes positions at B.D. Holt, Ltd and Wells Fargo Clearing. He is also a commissioned notary public. Wells Fargo Advisors is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services, including cash-flow, retirement, business-owner transition, and special-needs planning, utilizing proprietary research and planning tools to develop tailored recommendations.

Alonso Buitron is a financial advisor at J.P. Morgan Securities with 24 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Morgan Stanley and USAA. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting. Their advisory approach integrates centralized due diligence and forward-looking capital market assumptions, with access to a broad range of investment strategies including derivatives and commodities.

David Merrill is a financial advisor with Wells Fargo Advisors in San Antonio, TX, holding a Series 63 designation and 38 years of industry experience. He has worked with Wells Fargo Advisors since 2023 and previously held roles at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. Merrill serves as a board member on the City of Brownsville Ethics Advisory Commission. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning solutions and integrating advisory services with other financial products and referral channels.

Adalberto Santos is a financial advisor at J.P. Morgan Securities with credentials including Series 66 and Series 63 licenses. He has one year of industry experience and has previously worked at Charles Schwab & Co. and JPMorgan Chase Bank, N.A. Outside of his advisory roles, his background includes varied work experience at organizations such as Daddy Shack and Rincon Del Bosque Padel Club. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program that offers written asset allocation advice, investment manager searches, and customized performance reporting. The firm combines quantitative and qualitative research in its advisory process and incorporates an ESG eligibility framework within eligible strategies.

Jackson Gardner is a Series 66 licensed advisor with six years of industry experience. He is currently with J.P. Morgan Securities and JPMorgan Chase Bank, N.A., having joined in 2025. Prior to this, he worked at Ameriprise Financial Services and Centennial Bank. 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 is supported by centralized due diligence and incorporates a range of eligible strategies with an ESG framework.

Kurt Von Buettner is a financial advisor with Edward Jones in Shavano Park, TX, holding CFP® and ChFC® designations and over 22 years of industry experience. Prior to joining Edward Jones in 2019, he worked at SWBC Investment Company and SWBC Investment Services LLC from 2015 to 2019. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies. The firm manages approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

Serina Kornegay is a financial advisor at J.P. Morgan Securities with one year of industry experience. She holds the Series 66 and Series 63 designations and previously worked at Charles Schwab & Co. Inc. before joining J.P. Morgan. Her background also includes roles outside finance, such as work in education and the restaurant industry. 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 focuses on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting, supported by a centralized due diligence and research process.

Matthew Kalinowski is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds a Series 66 designation and previously worked at Swbc Investment Services, LLC, among other firms. 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 combines quantitative and qualitative research in its advisory process and incorporates an ESG eligibility framework in its recommendations.

Riley Rodman is a financial advisor with Fidelity in San Antonio, TX, holding Series 63 and Series 66 designations and 11 years of industry experience. He has worked at various Fidelity entities since 2015, including Fidelity Personal and Workplace Advisors and Fidelity Investments. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, combining proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to manage diversified portfolios that include mutual funds, ETFs, and ETPs. The firm also serves as an adviser to multiple registered investment companies and employs systematic methodologies alongside established governance procedures.

Brent Mccrary is a Certified Financial Planner® with 18 years of industry experience. He is currently with OSAIC Wealth, Inc., having joined in 2023, and previously worked at Royal Alliance Associates, INC., Jhfn Sii, and Eagle Strategies (NY Life). He is involved in Platinum Wealth Solutions of Texas LLC, where he provides sales and marketing of securities, investment advisory, and insurance products. OSAIC Wealth serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm employs a model-based investment process with tools for asset allocation, portfolio optimization, and rebalancing, and supports a wide array of program options managed by both advisors and third-party managers.