Conor Salinas is a financial advisor at J.P. Morgan Securities in San Antonio, TX. He holds Series 63 and Series 66 designations and has been in the industry since 2025, with prior experience at Charles Schwab and JPMorgan Chase Bank. Before entering finance, he worked in various other roles including at Atkins Expert Sinus Care and attended the University of Texas at Austin. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm’s advisory program offers written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

James Loyd is a financial advisor with Edward Jones based in San Antonio, TX, holding a Series 66 designation and four years of industry experience. Prior to joining Edward Jones in 2022, he worked at Byrider from 2006 to 2021. 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 and offers a broad range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

John Nebens is a financial advisor with Raymond James & Associates in San Antonio, TX, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. His prior roles include positions at Wells Fargo Clearing and UBS Financial Services. Outside of advising, he has a passive ownership interest in a commercial real estate business. Raymond James & Associates serves a diverse client base including individuals, institutions, and municipal entities. The firm offers financial planning and investment consulting with a range of portfolio management styles, supported by affiliated research and municipal advisory services.

Quintin Bononcini is a financial advisor with J.P. Morgan Securities in San Antonio, TX, holding a Series 66 designation and seven years of industry experience. He has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities LLC since 2019 and previously at Paesanos from 2017 to 2019. In addition to his advisory role, he serves as an analyst in the Texas Army National Guard. 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. The firm’s advisory process integrates quantitative and qualitative research and includes capabilities in derivatives and commodities through its broader regulatory registrations.

Taylor Gould is a financial advisor at J.P. Morgan Securities with a Series 66 designation and three years of industry experience. He has held positions at Citigroup Global Markets and Citibank, among others. 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 and fund searches, and customized performance reporting. The firm’s process integrates quantitative and qualitative manager due diligence and may incorporate ESG criteria.

Kaisa Holloway Cripps is a financial advisor at J.P. Morgan Securities with Series 63 and Series 66 designations and one year of experience at the firm. Her prior roles include positions at Schreiner University, University of Massachusetts Dartmouth, and LL Bean. She has also been involved with the Buttonwood Park Zoological Society. 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 screens and qualitative research to deliver written asset allocation advice, investment manager searches, and customized performance reporting.

Elsa Balli is a financial advisor with Wells Fargo Advisors in San Antonio, TX, holding a Series 66 license and 19 years of industry experience. She has worked at Wells Fargo Clearing from 2016 to 2023 and A. G. Edwards & Sons, Inc. from 2007 to 2008. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser offering investment and financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services tailored to clients who meet a net-worth threshold, using proprietary research and tools to develop recommendations delivered through meetings and written reports.

Curtis Appleton is a financial advisor at J.P. Morgan Securities in San Antonio, TX, holding Series 63 and Series 66 licenses with one year of industry experience. His prior roles include positions at Charles Schwab & Co., Inc. and JPMorgan Chase Bank, N.A. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a selective group of Wealth Advisors, offering non-discretionary advice focused on asset allocation, investment manager selection, and customized performance reporting.

Eric Wilkins is a financial advisor with J.P. Morgan Securities in San Antonio, TX. He holds Series 63 and Series 66 credentials and has four years of industry experience. Prior to joining J.P. Morgan Securities in 2025, he worked at Fidelity in various roles from 2021 to 2025. Outside of his advisory work, he owns and operates an online e-commerce store selling second-hand goods. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a non-discretionary program that focuses on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process incorporates quantitative and qualitative research supported by centralized due diligence and includes broader derivatives and commodities capabilities.

Ian Buenrostro is a financial advisor at Wells Fargo Advisors with nine years of industry experience. He holds the Series 66 designation and has worked at Wells Fargo Clearing and Wells Fargo Advisors since 2012. Outside of his advisory work, he owns MR. JET, LLC, a small business based in Brownsville, TX. 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 options backed by Wells Fargo’s research and tools. The firm serves clients meeting a net-worth threshold with services that include retirement, education, risk, and wealth-transfer planning, among other specialized areas.

Kelly Welker is a financial advisor with LPL Financial in San Antonio, TX, holding a Series 63 designation and 28 years of industry experience. His career includes roles at Raymond James Financial Services and Sagepoint Financial, with a long tenure at LPL Financial since 2007. Welker also operates Renaissance Wealth Management Group of Texas LLC, a registered business entity connected to his LPL practice. 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, supported by extensive operational tools and a large network of over 22,800 advisors.

Alfredo Castillo is a financial advisor at J.P. Morgan Securities with a Series 66 designation and three years of industry experience. His prior work experience includes roles at Merrill, AT&T, JPMorgan Chase Bank, Charter Communications, T-Mobile USA, and KCI Wireless. 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 due diligence and may incorporate an ESG eligibility framework.

Dawna Larson is a financial advisor with Wells Fargo Advisors, holding a Series 63 designation and bringing 30 years of industry experience. She has previously worked at firms including Raymond James & Associates, Kestra Financial Services, and Stone Oak Wealth Management. Outside of her advisory work, she operates a self-defense instruction business and serves as an arbitrator in dispute hearings. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and financial planning services to individuals, trusts, and institutional clients through a broad planning menu tailored to clients who meet certain net-worth criteria.

Ty Hodges is a CFP®-certified financial advisor with 20 years of industry experience, currently with LPL Financial since 2023. He previously worked at SPC and Sigma Financial Corporation from 2014 to 2023, and at Ameriprise from 2006 to 2014. Hodges also operates Hodges Wealth, LLC, a business entity used for tax and investment purposes. 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 broad range of advisory and brokerage services utilizing multiple investment strategies and supports its advisors with advanced operational and research tools.

Laura Anderson is a financial advisor at Edward Jones in New Braunfels, TX, holding a Series 66 designation with 15 years at the firm and four years of industry experience. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of more than 23,700 financial advisors.

Phillip Jackson is a financial advisor with LPL Financial in San Antonio, TX, holding the Series 66 designation and possessing nine years of industry experience. He previously worked at Edward Jones and Sigma Planning Corporation before joining LPL Financial. Outside of his advisory role, he has been a volleyball coach with the Alamo Volleyball Association since 2011. 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 retirement advice, supported by extensive operational tools and a large network of advisors.

Simon Wright is a Series 66-licensed financial advisor with J.P. Morgan Securities in San Antonio, TX, and has one year of industry experience. His prior roles include positions at JPMorgan Chase Bank, The Cliffs, &Partners/Indigo Advisors &Partners, and Founders Fed Credit Union. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary, written asset allocation advice, investment manager and fund searches, and customized performance reporting. Their advisory process incorporates quantitative and qualitative research and may include ESG criteria, supported by affiliates offering implementation and portfolio services.

Daniel Salazar is a Series 66-licensed financial advisor with UBS Financial Services in San Antonio, Texas, where he has worked since 2011. He has 14 years of industry experience. Outside of his advisory role, he is the proprietor of MTSA Property Group LLC, which focuses on real estate investments. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm provides fee-based financial planning, portfolio management, and access to proprietary research and capital markets services.

Clinton Godfrey 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 roles include positions at Ameriprise Financial and Citigroup. 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 offers capabilities in derivatives and commodities through its broader regulatory registrations.

Alec Hrynyshyn is a financial advisor at UBS Financial Services with one year of industry experience. He has been with UBS since 2020 and holds a Series 66 designation. Prior to his advisory role, he was affiliated with the University of Colorado-Boulder from 2013 to 2021. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings. The firm integrates proprietary capital market assumptions and research to tailor financial plans and portfolio management services to clients’ goals and risk tolerances.