Dominic Stanford is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He holds Series 63 and Series 66 licenses and has worked within various divisions of JPMorgan Chase since 2016. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset allocation, investment manager searches, and customized performance reporting. The firm combines quantitative modeling with centralized due diligence and integrates an ESG eligibility framework when recommending strategies.

Taylor Finley is a financial advisor with Cambridge Investment Research Advisors in San Antonio, TX, holding Series 63 and Series 65 credentials and having nine years of industry experience. He has been with Cambridge Investment Research, Inc. since 2016 and operates Finley Financial Services concurrently. Finley serves as secretary and board member of the Tivy Athletic Booster Club and is involved in fundraising activities for Hill Country College Fund. Cambridge Investment Research Advisors is a large SEC-registered adviser that serves a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, employing a variety of portfolio management and model-based strategies across multiple platform arrangements.

James Bradford is a financial advisor at Raymond James & Associates with one year of industry experience. He holds a Series 66 designation and previously worked in the education sector within several school districts and at Texas A&M University. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser with approximately $501 billion in assets under management. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

David La Grange is a financial advisor at Merrill in San Antonio, TX, holding a Series 66 designation. He has experience working at Enfra and Precision Food Innovations prior to joining Merrill and Bank of America in 2026. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Stephen Loeb is a financial advisor with Morgan Stanley in San Antonio, TX, holding a Series 63 designation and over 53 years of industry experience. He has worked with Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. Outside of advisory work, he is co-manager of Heirs of S. Abraham LLC, an entity involved in royalty and lease agreements. Morgan Stanley Wealth Management serves both individual and institutional clients by providing advisory programs and tailored financial planning, utilizing firm-approved tools and strategies developed by its Global Investment Committee.

Abelardo Miranda is a financial advisor with Merrill in San Antonio, TX, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has been with Merrill since 2009 and has concurrently worked at Bank of America, N.A. since 2006. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Chase Havemann is a financial advisor at Morgan Stanley in San Antonio, Texas, holding a Series 66 designation with one year of industry experience. Prior to joining Morgan Stanley in 2024, he worked as an insurance broker at Family First Life and has held various roles including at the University of Texas at San Antonio and Scuzzis Italian Restaurant. Outside of his advisory work, he is involved in officiating weddings. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and modeling techniques but generally acts in an advisory capacity without providing individual security recommendations as part of standalone plans.

Edward Mc Clure Jr. is a financial advisor with Edward Jones in San Antonio, TX, holding Series 63 and Series 66 credentials and over 30 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1994. Outside of his advisory role, Mc Clure serves as a board member of McCoy Water Supply Corp. and is president of Atascosa AG Inc., a ranching and grape vineyard operation. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of over 23,000 advisors. The firm provides discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds under a fiduciary standard.

Daniel Gonzales is a Series 66-licensed financial advisor with Edward Jones in Castroville, TX, bringing eight years of industry experience. His prior work includes roles in several independent school districts from 2014 to 2018. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs and investment strategies. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

John Glade is a financial advisor with Merrill in San Antonio, TX, holding Series 63 and Series 66 licenses and bringing 38 years of industry experience. His prior roles include positions at Ameriprise, Comerica Bank, Wells Fargo Bank, and National Alliance Securities. He serves on the boards of First Tee Greater Austin and the Warrior National Foundation. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individual and institutional clients.

Stacie Conine is a financial advisor with Ameriprise in San Antonio, TX, holding a Series 66 designation and 21 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients, offering a specialized Premier Retirement Income service that provides detailed retirement-income planning and ongoing advice focused on income sources and tax-aware withdrawal strategies.

Daniel Rebmann is a financial advisor with Raymond James Financial in San Antonio, TX, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His prior experience includes roles at UBS Financial Services Inc. and Momentum Independent Network Inc. Outside his advisory work, he serves on the boards of Social Venture Partners and Biblical Leadership for Excellence and hosts the podcast "Philanthropy SA." Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, and institutional investors. The firm offers tailored, non-discretionary planning and consulting supported by analytical tools and maintains specialized programs for municipal finance and SIMPLE IRA employer advisory services.

Ross Van Klaveren is a financial advisor with LPL Financial in San Antonio, TX, holding a Series 66 designation and 21 years of industry experience. His prior roles include positions at Bank of America, Merrill, USAA Investment Management Company, and A. G. Edwards & Sons. In addition to his advisory work, he is involved with Juniper Business Services & Solutions, a tax preparation and accounting firm where he contributes to estate planning. 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 wide range of advisory and brokerage services, leveraging model portfolios, third-party subadvisors, and customized strategies supported by technology tools.

Noah Sas is a financial advisor with Morgan Stanley in San Antonio, TX, holding Series 63 and Series 66 licenses and two years of industry experience. Before joining Morgan Stanley, he worked at Northwestern Mutual and TechSmith Corporation. Morgan Stanley Wealth Management serves both individual and institutional clients with a range of advisory programs, offering tailored financial planning supported by firm-approved tools and research from its Global Investment Committee.

Brent Buehler is a financial advisor with LPL Financial in San Antonio, TX, holding Series 63 and Series 65 licenses and 25 years of industry experience. His prior roles include positions at Titleist Capital, Banc of America Investment Services, Chase Investment Services, and USAA Investment Services. He also serves as a relationship manager for Zions Bancorporation’s Wealth & Fiduciary Services. 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 and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

James Sanders is a financial advisor with Morgan Stanley in San Antonio, TX, holding a Series 66 designation and having 23 years of industry experience. He has worked within various Morgan Stanley entities since 2004, including Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, Sanders is a guitar player in a country and western music band based in San Antonio. Morgan Stanley Wealth Management is a registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs and financial planning services supported by structured discovery processes and firm-approved tools.

Leonard Johnson is a financial advisor at Morgan Stanley in San Antonio,TX, holding Series 63 and Series 66 licenses with 13 years of industry experience. Prior to joining Morgan Stanley in 2018, he worked at JPMorgan Securities LLC from 2015 to 2018. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s financial planning process uses structured discovery and firm-approved tools to model outcomes but generally does not provide individual security recommendations as part of standalone planning.

Richard Berlanga is a financial advisor at Edward Jones in San Antonio, TX, with three years of industry experience. His prior roles include positions at USAA Financial Advisors, JP Morgan Chase, and Big Bang Enterprises Inc. He holds Series 63 and Series 65 designations. 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 nationwide network of advisors and branch offices, offering a range of advisory programs, tax-efficient services, and affiliated investment products under a fiduciary standard.

Daniel Molina is a Private Wealth Advisor with Merrill Private Wealth Management. He brings 15 years of experience in the financial industry, focusing on areas such as Corporate Executive Services, Institutional Consulting, International Wealth Management, and Tax Minimization. In his role, he aims to tailor strategies that align with the unique needs of each client to help them achieve their financial goals. Molina is fluent in both English and Spanish and serves a diverse clientele. He holds a bachelor's degree from Universidad Panamericana and has earned the Personal Investment Advisor (PIA) designation. Molina is affiliated with professional organizations including Forbes. Outside of his professional work, he has interests in cooking, skiing, and tennis.

Jennifer Vigil is a financial advisor with Ameriprise in San Antonio, TX, holding a Series 66 designation and three years of industry experience. She previously worked at WIS International from 2015 to 2017. Outside of her advisory role, she is employed by Certainty of Uncertainty, where she manages an advisory business. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with substantial investable assets, delivering written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary retirement-income recommendations through a centralized consulting team.