Gene Harrison is a CFP®, CFA®, and holds a Series 66 license, with nine years of experience in the financial industry. He has worked at Wells Fargo Bank since 2010 and has been with Wells Fargo Clearing Services since 2021. He is based in San Antonio, TX. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering a range of services including investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with an emphasis on tailored services and fiduciary responsibility.

Vikram Sagar is a financial advisor at J.P. Morgan Securities with a Series 66 credential and approximately one year of industry experience. His prior roles include positions at JPMorgan Wealth Management, Doordash, and as an Independent Investment Consultant. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset-allocation advice, investment manager searches, and customized performance reporting. The firm combines quantitative modeling with centralized due diligence and applies an ESG eligibility framework in its investment recommendations.

Roy Sachs is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Raymond James since 2012. He is approved as a Professional Football Players Advice Professional by the National Football League Player's Association. Raymond James & Associates 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, institutions, pension plans, and municipal entities, offering financial planning and consulting with a range of portfolio management styles supported by affiliated research and model managers.

Leah Stone is a financial advisor at Merrill with a Series 66 credential and three years of industry experience. Her prior work includes positions at BrainStorm, Inc. and periods of unemployment. 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 individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jay Mcanelly is a financial advisor at Ameriprise with 30 years of industry experience. He holds the Series 63 designation and has worked at Ameriprise since 2018, including its predecessor Ameriprise Financial Services, and previously at Investment Professionals, Inc. Mcanelly serves on the board of directors for Junior Achievement of South Texas. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research-driven, tax-efficient strategies and algorithmic tools to generate personalized recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Alfred Fuentes Jr. is a financial advisor at Edward Jones with 33 years of industry experience. He holds Series 63 and Series 65 licenses 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, including both non-high-net-worth and high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and tax-efficient investment options.

Jason Zamora is a financial advisor at LPL Financial with 26 years of industry experience. He holds Series 63 and Series 65 designations and has been with LPL Financial since 2015. Outside of his advisory role, he is associated with JZ Wealth Management, LLC, an entity established for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios and research from multiple sources to provide both discretionary and non-discretionary management.

Jeffery Okafor is a financial advisor at J.P. Morgan Securities in San Antonio, TX. He holds a Series 66 designation and has one year of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A., Okafor worked in various roles including at Principal Life Insurance Co and Emory Rehabilitation Hospital. 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.

Gregory Metz is a financial advisor with Wells Fargo Clearing in San Antonio, TX, holding Series 63 and Series 65 credentials and 26 years of industry experience. He previously worked at UBS Financial Services from 2016 to 2022. Outside of his advisory role, he has ownership in a floral import-export business with his spouse. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, integrating research and modern portfolio theory in its investment approach.

Kelly Finley is a financial advisor at Edward Jones with six years of industry experience. She has worked at Edward Jones since 2019 and previously held roles at Gunn Automotive Group, Landon Ridge Alamo Ranch - Sagora Senior Living, and Isle at Watercrest Alamo Ranch - Integrated Senior Living. She holds a Series 66 designation. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors. The firm offers a range of advisory programs, managed solutions, and affiliated investment products, operating under a fiduciary standard and supported by a network of approximately 23,701 financial advisors nationwide.

Peggy Stavinoha is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and 15 years of industry experience. She also works as a fitness class instructor at Life Time Fitness, teaching one class per week. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice and customized performance reporting through a team of Wealth Advisors.

Griffin Colbert is a financial advisor with J.P. Morgan Securities in San Antonio, TX, holding Series 66 and Series 63 licenses and one year of industry experience. Prior to joining J.P. Morgan Securities, he worked at JPMorgan Chase Bank, N.A. and Fidelity Investments, among other roles in the financial sector. Outside of finance, his background includes work in the food service and hospitality industries, such as positions at Jitters Cafe and Jimmy Johns. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm operates within the broader J.P. Morgan organization and offers a range of investment strategies approved through its internal review processes.

Ian Mobley is a financial advisor at J.P. Morgan Securities with Series 66 and Series 63 licenses and one year of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, he worked briefly at Fidelity Brokerage Services and Fidelity Investments. Outside of finance, his background includes involvement with small businesses in photography and environmental services. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, applying quantitative asset-allocation modeling combined with centralized due diligence and an ESG eligibility framework. The firm operates within the broader J.P. Morgan organization and offers customized services through its Institutional Consulting Services program.

Ahmad Achmar is a financial advisor with J.P. Morgan Securities in San Antonio, TX, holding a Series 66 designation and 16 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and was previously with Chase from 2009. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through its Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering non-discretionary advisory services supported by an in-house manager solutions team and a centralized due diligence framework.

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.

Raymond Ramos is a financial advisor at Charles Schwab with 20 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Charles Schwab & Co., USAA, and JP Morgan Securities. Ramos is based in Boerne, Texas. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers multi-asset model portfolios supported by research from the Schwab Center for Financial Research.

Matthew Merrill is a financial advisor with J.P. Morgan Securities in San Antonio, TX. He holds Series 63 and Series 66 licenses and has one year of industry experience. Prior to joining J.P. Morgan Securities, he worked at United Parcel Service for seven years and has additional experience at Oak Hills Country Club and Walmart. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. Their approach combines quantitative asset-allocation modeling with centralized due diligence, incorporating an ESG eligibility framework when recommending investment strategies.

Ronnie Higgs is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. He holds a Series 66 designation and has worked at various firms including USAA, Fisher Asset Management, Coinbase, Robinhood Markets, and Liberty Mutual. He has also been employed by JPMorgan Chase Bank and J.P. Morgan Securities during multiple periods. 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. The firm combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework in its recommendations.

David Spellman is a financial advisor with LPL Financial in San Antonio, TX, holding Series 65 and Series 63 designations and nine years of industry experience. His prior work includes roles at Money Concepts Capital Corp, Snap Financial, and the David Spellman Agency, which he has operated since 2014. Outside of advisory work, he has been involved with his own agency, focusing on non-variable insurance. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Pamela Talamantez is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and 14 years of industry experience. She has held positions at several firms, including Merrill, Turtle Creek Wealth Advisors, Texas Capital Bank Private Wealth Advisors, and Morgan Stanley. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a broader range of financial product offerings that include insurance-related vehicles and bank deposit sweep options.