David Williams is a financial advisor at J.P. Morgan Securities in San Antonio, TX, holding a Series 66 credential with three years of industry experience. His prior roles include positions at Fidelity Brokerage Services and Fidelity Investments, as well as entrepreneurial ventures such as founding David Williams Health & Fitness and involvement with Fashionsensored.com. 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 supported by centralized due diligence and a combination of quantitative and qualitative research.

Sara Ortiz is a financial advisor at Ameriprise with 21 years of industry experience. She holds a Series 66 designation and has been with Ameriprise and its affiliate firms since 2016. Outside of her advisory role, Ortiz engages in freelance English-Spanish translation and editing work. Ameriprise offers a retirement-income planning service designed for individuals nearing or in retirement who meet certain asset criteria. The firm uses a centralized consulting team and combines research, modeling, and tax-efficiency analysis to provide tailored, written recommendation reports, primarily for clients with Ameriprise-managed accounts.

German Valladares Alvarenga is a financial advisor at J.P. Morgan Securities with a Series 66 designation and four years of industry experience. His prior work history includes roles at Wells Fargo Clearing Services, Wells Fargo Bank, Deglace & Associates Financial Services, and Real Estate Problems Solvers LLC. He 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 within a non-discretionary program. The firm combines quantitative and qualitative research to support its advisory process and offers broader derivatives and commodities capabilities relative to many institutional advisory programs.

Debra Piercy is a CFP® professional with 29 years of experience in the financial services industry. She is currently with Wells Fargo Advisors, joining the firm in 2023 after seven years at Wells Fargo Clearing and eight years at Banc Of America Investment Services, Inc. Piercy has ownership interests in several business ventures, including Piercy-Whitt Wealth Management Group LLC and Pivot Point, LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options and integrates advisory services with other financial products across a large network of financial advisors.

Keifer Guizard is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds a Series 66 designation and has worked at firms including SoFi Securities LLC and JPMorgan Chase Bank, N.A. Prior to his financial career, he was involved in entrepreneurial work with Bullseye Pressure Washing. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through non-discretionary advice focused on asset allocation, investment manager searches, and customized performance reporting. The firm employs a centralized due diligence process combining quantitative and qualitative research and offers a range of derivative and commodities capabilities not commonly found in similar advisory programs.

Adam Spencer is a financial advisor with J.P. Morgan Securities in San Antonio, TX, holding Series 66 and Series 63 licenses and four years of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank in 2022, he spent ten years working at Chester's Hamburgers. 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 and qualitative research and includes capabilities in derivatives and commodities.

Michael Dubensky is a financial advisor with LPL Financial in San Antonio, TX, holding Series 63 and Series 65 credentials and 28 years of industry experience. He previously worked at USAA Financial Planning Services and USAA Investment Services Company for a combined 14 years. Outside of his advisory role, he is involved with Genesis Wealth Management. 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 wide range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by advanced operational tools and oversight of extensive discretionary assets.

Taerikk Perry is a financial advisor with Ameriprise in San Antonio, TX, holding a Series 66 designation and five years of industry experience. He has been with Ameriprise since 2019 and previously worked with i9 Sports and Love to Swim School. Perry serves on the Board of Directors for Restore Education, a nonprofit organization. Ameriprise Financial Services is a large diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning that includes a written Recommendation Report and ongoing tax-aware withdrawal strategies focused on dependable income sources.

James Mc Anelly is a financial advisor with Edward Jones in Boerne, TX, holding a Series 66 designation and 17 years of industry experience. He has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a broad network of more than 23,700 financial advisors and offers a range of advisory programs and investment solutions under a fiduciary standard.

John Contreras is a Series 66-licensed financial advisor with eight years of industry experience. He has worked at J.P. Morgan Securities since 2018 and previously spent two years at Capital Group. Based in San Antonio, TX, he provides advisory services through J.P. Morgan Securities. J.P. Morgan Securities offers 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 program combines quantitative and qualitative research to develop model asset allocations and includes capabilities in derivatives and commodities.

Daniel Guerrero is a Financial Advisor at Merrill Lynch Wealth Management. He partners with clients to deliver comprehensive wealth management and planning solutions, focusing on creating personalized strategies tailored to individual goals and priorities. Daniel works with a diverse client base, including corporate executives, families managing wealth, new wealth owners, small business owners, and individuals in sports and entertainment. His approach involves developing comprehensive financial strategies by utilizing a range of services such as investing, banking, and lending to help clients achieve their financial objectives. He holds a Bachelor's Degree from the University of Texas System and the Personal Investment Advisor (PIA) designation. Outside of his professional responsibilities, Daniel has interests in basketball, cooking, football, golfing, hunting, skiing, and traveling.

Mateo Cohen is a financial advisor at Merrill in San Antonio, TX, holding a Series 66 designation with less than one year of industry experience. His background includes time at Bank of America, N.A. and previous roles in the food service and education sectors. Merrill, together with 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 a range of clients including individuals, high-net-worth investors, and institutional accounts.

Elizabeth Hoerl is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 15 years of industry experience. She has been with J.P. Morgan Securities since 2012, following brief roles at Chase Investment Services Corp. and Edward Jones. Based in San Antonio, TX, she provides institutional consulting services within a large team of advisors. J.P. Morgan Securities serves plan sponsors, corporations, endowments, and other institutional clients by offering non-discretionary asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research to develop model asset allocations, with a focus on utilizing eligible strategies and incorporating ESG criteria.

Susanna Pollock is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 66 licenses and having 17 years of industry experience. She has worked at Wells Fargo Clearing, Raymond James & Associates, and Morgan Stanley prior to her current role. Outside of her advisory work, she is a sales consultant for Pampered Chef. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering investment and fee-based financial planning services that range from cash-flow and retirement planning to specialized areas like business-owner transition and special-needs analysis. The firm combines advisory services with other financial products and referral channels to provide comprehensive wealth management solutions.

Samantha Maney is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. She holds Series 63 and Series 66 designations and has been with J.P. Morgan Securities LLC since 2016. Based in San Antonio, TX, her work focuses on serving institutional clients. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program. The firm’s approach combines quantitative and qualitative research to develop asset allocation advice, investment manager searches, and customized performance reporting.

Dylan Pflum is a financial advisor at Charles Schwab with a Series 66 designation and one year of industry experience. Prior to joining Charles Schwab, Dylan held various roles in education and event management at institutions including Trinity University, Yale University, Southern Methodist University, Cameron University, and Baylor University. 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 affiliated discretionary separate managed accounts, supported by a centralized operational structure covering custody, brokerage, and alternative investment platforms.

James Keck is a financial advisor with Equitable Advisors in San Antonio, TX, holding a Series 66 designation and 20 years of industry experience. He has worked with Equitable Advisors and its predecessor, AXA Advisors, since 2006. Keck serves as an endowment board member for Saint George Episcopal School and is the treasurer for the Sons of the Republic of Texas, Chapter #7. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individual and institutional clients. The firm employs a range of advisory programs and third-party asset managers to deliver customized investment solutions.

Stephen Willis is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 45 years of industry experience. His prior roles include positions at SPC, Sigma Financial Corporation, Wells Fargo Clearing, and Prudential Equity Group. Outside of advisory work, he owns Willis Ranch, a cattle operation. 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 range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Tiffany Raines is a financial advisor at J.P. Morgan Securities with 20 years of industry experience. She holds Series 63 and Series 66 licenses and has been with J.P. Morgan since 2015. 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. The firm combines quantitative screens and qualitative research to develop model asset allocations and integrates ESG considerations within its advisory process.

Thomas Mc Nairy is a financial advisor with J.P. Morgan Securities in San Antonio, TX, holding a Series 66 designation and 34 years of industry experience. He has been with J.P. Morgan Securities since 2012, with prior roles at Merrill from 2002 to 2006. 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. The firm’s advisory process integrates quantitative and qualitative research and supports portfolios with an ESG eligibility framework and specialized derivatives capabilities.