Jeffery Bruton is a Series 66 licensed financial advisor with Edward Jones in San Antonio, TX, and has three years of industry experience. Prior to Edward Jones, he worked at Twin Eagle Solutions, Blackstar Fiber, Apache Corporation, and Oncor Electric Delivery. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

Jennifer Lyssy is a financial advisor at Wells Fargo Advisors in San Antonio, TX, with 27 years of industry experience. Her prior roles include positions at Wells Fargo Clearing, UBS Financial Services, and UBS International Inc. She holds Series 63 and Series 65 licenses. Outside of her advisory work, she serves as the treasurer for the Harlingen High School Girls Soccer Booster club. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu supported by Wells Fargo research and tools, integrating advisory services with various financial products and referral channels.

Erica Serrano is a financial advisor at Merrill with 12 years of industry experience. She holds Series 63 and Series 65 designations and has worked previously at J.P. Morgan Securities LLC and Charles Schwab. Based in San Antonio, TX, she has been with Merrill since 2019. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Meliza Brecht is a financial advisor with J.P. Morgan Securities in San Antonio, TX, holding Series 63 and 66 licenses and four years of industry experience. Her work history includes roles at JPMorgan Chase Bank, Morgan Stanley, and Frost Bank. Outside of her advisory work, she manages a personal residential rental business. J.P. Morgan Securities provides institutional consulting services focused on asset allocation advice, investment manager searches, and customized performance reporting for plan sponsors, corporations, and endowments. The firm’s approach integrates both quantitative and qualitative research and includes capabilities in derivatives and commodities through its broader regulatory registrations.

Hector Tafoya is a financial advisor with J.P. Morgan Securities in San Antonio, TX, holding a Series 66 designation and 10 years of industry experience. He has worked at J.P. Morgan Chase Bank and J.P. Morgan Securities since 2018 and previously at Kovack Advisors and Kovack Securities from 2016 to 2018. Outside of his advisory role, he is a partial owner of Taffy Rentals, LLC, a non-managing member of a real estate rental property. 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 and fund searches, and customized performance reporting. Their process integrates quantitative and qualitative due diligence and may include ESG considerations, while leveraging broader derivatives and commodities capabilities.

John White II is a financial advisor with Ameriprise in Canyon Lake, TX, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His prior roles include positions at LPL Financial, Gulf Credit Union, and CUNA Mutual Insurance Society, where he worked for two decades. He is also the owner of jpwsquared LLC, an advisory business. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations. The firm delivers a broad range of advisory, brokerage, and insurance solutions through its institutional platform.

Alberto Guajardo Jr. is a financial advisor with J.P. Morgan Securities in San Antonio, TX, holding a Series 66 designation and 10 years of industry experience. He has been with J.P. Morgan Securities since 2016, including time at affiliated entities. Outside of his advisory role, he was involved with Antonioluis Foods, LLC from 2018 to 2022. 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 combines quantitative and qualitative analysis and incorporates ESG criteria, with implementation support from affiliated investment-management entities.

Lawrence Martin is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities since 2016, following three years at Merrill. Based in San Antonio, TX, he provides advisory services within a large institutional firm. J.P. Morgan Securities offers institutional consulting to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, manager and fund searches, and customized performance reporting. Their advisory process combines quantitative screens, qualitative research, and forward-looking capital market assumptions, with recommendations incorporating ESG criteria and support from affiliated investment-management entities.

James Lacewell is a financial advisor at Edward Jones in Spring Branch, TX, holding a Series 66 designation with 15 years of industry experience. He has been with Edward Jones since 2010. Outside of his advisory role, he is a care provider for his special needs son. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products, supported by a large national network of advisors and branch offices.

Daniel Trigo 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. Prior to joining J.P. Morgan Securities, he worked at Charles Schwab and JPMorgan Chase. 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 combines quantitative and qualitative research to develop model asset allocations and offers broader derivatives and commodities capabilities through its regulatory registrations and affiliations.

Jeffery Price is a CFP® with 26 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2024. His prior experience includes roles at Wells Fargo Clearing, Morgan Stanley, and Citigroup Global Markets. He is also the owner of Price Financial Consulting LLC, through which he provides financial advisory services. Wells Fargo Advisors is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including niche areas such as business-owner transition planning and special-needs analysis, utilizing Wells Fargo’s research and planning tools to develop tailored recommendations.

Maria Guhit is a financial advisor with Ameriprise in San Antonio, TX, holding a Series 63 designation and 33 years of industry experience. She has been with Ameriprise and its affiliates since 2005. Outside of her advisory role, she is a full-time employee of Sont1314, LLC, where she manages her advisory business and provides comprehensive financial planning and investment advice. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement, typically with at least $1 million in net investable assets. The firm provides written recommendation reports that address income sources, Social Security options, and tax-smart withdrawal strategies, supported by a centralized consulting team and a combination of research, modeling, and tax-efficiency analysis.

Diego Alvarado is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds a Series 66 designation and has worked previously at Equitable Advisors. Outside of finance, he has experience working with Philmont Scout Ranch. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research supported by a centralized manager solutions team.

Jackson Hairston is a financial advisor at Fidelity with a Series 66 credential and less than one year of industry experience. He has a background that includes work at Equitable Advisors and academic involvement at Southern Methodist University’s Cox School of Business. Outside of his advisory role, he has experience with the Indian Hill Club and a golf-related venture called Power of the Golf Ball. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including institutional and retail investors, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its advisory roles with registered investment companies and use of systematic methodologies incorporating AI and long-term asset allocation strategies.

Joanna Puder is a financial advisor at Wells Fargo Advisors with 25 years of industry experience. She holds the Series 63 and Series 66 designations and has previously worked at J.P. Morgan Securities LLC, JPMorgan Chase Bank, N.A., Morgan Stanley, and Seattle First Asset Management. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and financial planning services to individuals, trusts, and institutions. The firm provides a broad range of planning services tailored to clients who meet net-worth thresholds, utilizing proprietary research and tools to develop personalized recommendations.

William Daniel is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has prior experience at NYLife Securities LLC and Brookstone Capital Management. Outside of advisory work, he has been involved with Northern Lights DJ since 2022. 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 within a non-discretionary program.

Julio Martinez is a financial advisor at J.P. Morgan Securities in San Antonio, TX, holding a Series 66 designation. He has approximately one year of industry experience with prior roles at Merrill, Bank of America, and JPMorgan Chase Bank, N.A. He has also been involved with the Hispanic Association and the Hispanic Association of Colleges and Universities. 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 and qualitative research to offer written asset allocation advice, investment manager searches, and customized performance reporting, with clients retaining final decision-making authority.

Rene Soliz III is a financial advisor at LPL Financial with a Series 66 designation and 10 years of industry experience. He previously worked at Edward Jones for six years before joining LPL Financial in 2022. Soliz serves as a board member of a local BNI networking group. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment solutions through a large network of advisors, leveraging model portfolios, third-party subadvisors, and innovative operational tools.

Joshua Garcia is a financial advisor at Merrill in San Antonio, TX, holding a Series 66 designation with one year of industry experience. His prior experience includes roles at Woodforest National Bank and Bank of America. 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 designed for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Antonio Diaz is a financial advisor with Merrill in San Antonio, TX, holding a Series 66 designation and eight years of industry experience. His work history includes roles at H&R Block and Bank of America, with a current tenure at Merrill since 2016. Outside of his advisory duties, he is connected to SpeechWizards LLC, a family-held business focused on speech pathology and therapy operated by his spouse. 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.