Trevor Yannutz is a financial advisor at Edward Jones in San Antonio, TX, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones in 2025, he was self-employed for two years and worked for the San Antonio Police Department for six years. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a wide range of segments. The firm offers various advisory programs, including discretionary and non-discretionary strategies, and manages approximately $1.01 trillion in assets through a large nationwide network of financial advisors and branch offices.

Kristina Recker is a financial advisor at UBS Financial Services with 27 years of industry experience. She holds Series 63 and Series 66 designations and has worked at UBS since 2015, with prior roles at Merrill and Bank of America. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, using proprietary research and model-based asset allocations to tailor financial plans. The firm combines institutional trading capabilities with wealth management services and offers a broad range of products and capital markets services.

Daniel Espinoza is a financial advisor with LPL Financial, holding a Series 66 designation and 21 years of industry experience. He has worked at LPL since 2018 and previously held roles at SWBC Investment Services, Chase Investment Services, and Ameriprise. Outside of his advisory work, he is involved in selling Medicare supplement plans. 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 range of advisory services and investment solutions, including model portfolios, third-party asset management, and institutional platforms, supported by advanced operational tools and a broad suite of non-advisory financial services.

Marshall Frazier is a financial advisor at Equitable Advisors in San Antonio, TX, holding a Series 66 designation with one year of industry experience. His prior experience includes two years at Harvest Future Financial and over a decade at Sanger & Altgelt, LLC. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives. The firm utilizes third-party advisory programs and models, offering a range of investment options including mutual funds, ETFs, separately managed accounts, and select alternative investments.

Caitlin Bernatt is a financial advisor at J.P. Morgan Securities with four years of industry experience. She holds a Series 66 designation and previously worked at Merrill and Bank of America. 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 combines quantitative and qualitative research to develop model asset allocations, incorporating ESG considerations and supported by affiliates through implementation and portfolio services.

Brunilda Ramon is a financial advisor at Wells Fargo Advisors in San Antonio, TX, holding Series 63 and Series 66 licenses with 10 years of industry experience. Her career includes roles at Wells Fargo Bank NA and Wells Fargo Clearing prior to joining Wells Fargo Advisors. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides a wide range of investment and fee-based financial planning services to individuals, trusts, and institutions. The firm offers comprehensive planning solutions supported by proprietary research and tools, serving clients who meet specified net-worth thresholds.

Tiffany Briggs is a Wealth Management Advisor at Merrill Lynch Wealth Management with a career beginning in 2004. She holds multiple professional designations, including Certified Divorce Financial Analyst (CDFA), CERTIFIED FINANCIAL PLANNER (CFP), Certified 401(k) Professional (CKP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Tiffany earned her bachelor's degree from Northeast Louisiana University. Specializing in wealth planning, investment strategy, retirement planning, and multigenerational wealth transfer, Tiffany focuses on providing tailored financial guidance to individuals, families, and business owners. She is recognized for her client-first philosophy, building lasting relationships rooted in trust and transparency, and has been noted among the Top Ten Women Wealth Advisors in Texas by Forbes Magazine in 2022. Outside of her professional duties, Tiffany is married with three children and is active in her community. She volunteers at her children's school, is involved with her church's children and music ministries, and serves on the board of the Creative Arts Conservatory of San Antonio. Tiffany also enjoys competing in triathlons and participates in her church's praise team.

Daniel Santoyo is a financial advisor with Fidelity in San Antonio, TX, holding Series 63 and Series 66 registrations and one year of industry experience. His prior work includes roles at BMO Bank US and Spectrum (Charter Communications), among others. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that serves retail and institutional clients through discretionary portfolio management, advisory services, and fund advisory. The firm combines fundamental research with quantitative and algorithmic portfolio construction, offering model portfolios built from mutual funds, ETFs, and ETPs.

Audrey Kimball is a Financial Consultant at Fidelity Investments, where she has been working since 2024. Prior to this role, she served as a Planning Consultant from 2021 to 2024 and as an Investment Solutions Representative from 2019 to 2021, all within Fidelity Investments. Her professional focus involves helping clients navigate complex financial decisions by analyzing risks and developing comprehensive financial plans. Audrey holds a California Insurance License, supporting her ability to offer informed advice on insurance-related financial matters. She is dedicated to empowering individuals to simplify their financial lives and create strategies for building, preserving, and distributing wealth. Outside of her professional work, Audrey enjoys a variety of personal interests including board games, food, movies, music, reading, and singing.

Stephen San Roman is a financial advisor at Raymond James & Associates with nine years of industry experience. He holds a Series 66 designation and has worked at MML Investors Services and Massachusetts Mutual Life Insurance Company over an eight-year period, as well as DXP Enterprises, Inc. for two years. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional investors, and municipal entities, offering services such as financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Robert Zito is a financial advisor with Edward Jones in Spring Branch, TX, holding Series 63 and Series 66 credentials and over 21 years of industry experience. He has been with Edward Jones since 2004. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, managing approximately $1.01 trillion in assets through a large nationwide network of advisors and branch offices. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

John Farar is a financial advisor at Charles Schwab with 25 years of industry experience. He holds the CFP® designation along with Series 63 and Series 66 licenses. His prior experience includes two years at TD Ameritrade and ten years at Charles Schwab Bank SSB and Charles Schwab & Co., Inc. Charles Schwab & Co., Inc. serves a large client base of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary advisory services and access to discretionary separately managed accounts. The firm integrates advisory, brokerage, custody, and cash-sweep services within its multi-asset investment approach.

Kyle Wofford is a financial advisor at Raymond James & Associates with a Series 66 credential and one year of industry experience. Prior to joining Raymond James, he held roles at Travelers Insurance and The Hartford Fire Insurance. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a wide range of clients including individuals, institutional investors, and nonprofits, offering financial planning and non-discretionary investment consulting supported by extensive research and multiple portfolio management approaches.

Alberto Puentes is a financial advisor at J.P. Morgan Securities in San Antonio, TX, holding Series 66 and Series 63 licenses with 23 years of industry experience. His prior roles include positions at Cabrera Capital Markets, Vision Financial Markets, and SB Value Partners. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program that focuses on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process integrates systematic quantitative screening, qualitative research, and may incorporate an ESG eligibility framework.

Neal Mansukhani is a financial advisor with J.P. Morgan Securities in San Antonio, TX, holding Series 63 and Series 66 licenses and three years of industry experience. He previously worked at Charles Schwab and has held various roles across multiple industries. Outside of his advisory work, he is involved with Noontime Supply Co LLC. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients with a focus on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and includes a framework for ESG eligibility.

Jessica Mccord is a financial advisor at Raymond James Financial with 18 years of industry experience. She holds a Series 66 designation and has worked at firms including Infinex Investments and Security Service FCU. Outside of her advisory role, she is a joint owner of Cocktail Crafthaus Co, where she assists with social media marketing. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individuals, high-net-worth clients, corporations, and institutional clients. The firm uses risk profiling and analytical tools to tailor non-discretionary planning and supports clients through various advisory programs.

Koko Black is a financial advisor with J.P. Morgan Securities in San Antonio, TX, holding a Series 66 designation and one year of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A. in 2026, Koko worked at Equitable for one year and has experience driving for Uber as a side activity. 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 offers non-discretionary asset allocation advice, investment manager searches, and customized performance reporting, supported by quantitative and qualitative due diligence and a focus on eligible strategies, including ESG considerations.

Johnathan Kaczyk is a CFP®-certified financial advisor with 10 years of industry experience. He currently works at Charles Schwab in San Antonio, TX, having joined the firm in 2025 after several years at USAA in various financial planning and investment roles. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm offers both non-discretionary advisory guidance and access to discretionary separately managed accounts, supported by a multi-asset investment approach and centralized operational infrastructure.

Finley Scott is a financial advisor at J.P. Morgan Securities in San Antonio, TX, holding a Series 66 designation. He has one year of industry experience, with prior roles at Charles Schwab, Sellside Group LLC, and JPMorgan Chase Bank, N.A. His background also includes various non-investment positions and short-term engagements outside the financial sector. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm’s advisory program emphasizes written asset allocation advice, manager and fund searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Robert Salgado is a Series 66-registered financial advisor with J.P. Morgan Securities in San Antonio, TX, bringing 16 years of industry experience. His career includes roles at J.P. Morgan Securities and Morgan Stanley, with continuous service at J.P. Morgan-affiliated firms since 2012. 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 through a non-discretionary program. The firm’s advisory process integrates quantitative and qualitative due diligence and includes derivatives and commodities capabilities not commonly found in similar institutional programs.