Dionisio Saenz is a financial advisor with J.P. Morgan Securities in San Antonio, Texas, holding a Series 66 credential and one year of industry experience. His prior experience includes roles at Lone Star National Bank, LPL Financial, and Finance of America Mortgage, 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 written asset allocation advice, investment manager searches, and customized performance reporting. The firm combines systematic quantitative screens and qualitative research in its advisory process and incorporates an ESG eligibility framework in its recommendations.

David Espinoza is a financial advisor with LPL Financial in San Antonio, TX, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked at LPL Financial since 2011, with prior roles at SWBC Investment Company, Banc Of America Investment Services, Chase Investment Services, and USAA Investment Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm supports a range of investment strategies, including model portfolios, third-party management, and customized approaches, and is notable for its scale and breadth of non-advisory financial activities alongside its advisory platform.

Steven Jenkins is a financial advisor with J.P. Morgan Securities in San Antonio, TX, holding a Series 66 designation and two years of industry experience. Prior to joining J.P. Morgan Securities in 2025, he worked at Edward Jones and has a diverse background including roles in energy, healthcare, and the military. 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. Their process is supported by centralized due diligence combining quantitative and qualitative research and includes access to derivatives and commodities capabilities.

Peter Olivo is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds the Series 63 and Series 66 designations and has been with J.P. Morgan since 2015. Based in San Antonio, TX, Olivo has focused his career at this firm. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program that emphasizes written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process incorporates both quantitative and qualitative research and may include ESG criteria, with implementation supported by related investment management entities.

Jason Rice is a CFP® professional with 25 years of experience in the financial services industry. He has been with Wells Fargo Clearing since 2016 and has held various roles within Wells Fargo entities since 2006. He holds Series 63 and Series 66 licenses. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research and analytics.

Xavier Villasenor Jr. is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. He holds a Series 66 credential and has been with J.P. Morgan Securities since 2012. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research, includes an ESG eligibility framework, and is supported by affiliates for implementation and portfolio services.

James Berg is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and having 20 years of industry experience. He has a background with Avantax in various advisory and insurance roles spanning from 2005 to 2025, and he also operates a CPA practice specializing in tax preparation and accounting. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base, including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with a range of investment program options and access to third-party money managers.

Sven Liane is a CFP® professional with over 31 years of industry experience. He has worked at Fidelity Investments since 2013, including roles at Fidelity Personal and Workplace Advisors and currently at Strategic Advisers LLC. Prior to Fidelity, he held positions at USAA Financial Planning Services and TIAA-CREF. In addition to his advisory work, Sven engages in part-time executive coaching. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses proprietary fundamental research combined with quantitative analysis and algorithmic portfolio construction to deliver model portfolios from a broad universe of mutual funds, ETFs, and ETPs.

Edward Callahan is a financial advisor at Merrill with a Series 66 designation and no prior industry experience. His background includes service in the United States Navy from 2018 to 2024 and roles in education and hospitality before joining Merrill. He is based in San Antonio, TX. 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.

Jack Putnam is a financial advisor with J.P. Morgan Securities in San Antonio, Texas. He holds Series 63 and Series 66 designations and has four years of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank in 2025, he worked at Fidelity Investments from 2021 to 2025 and has experience in the hospitality sector. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their advisory program focuses on written asset allocation advice, investment manager and fund searches, and customized performance reporting, with final decision-making authority retained by clients.

Blas Catalani II is a financial advisor with Wells Fargo Clearing in San Antonio, TX, holding Series 63 and Series 65 credentials and bringing 50 years of industry experience. He previously worked at Hilltop Securities Inc. for 15 years before joining Wells Fargo Clearing in 2022. Catalani serves on the advisory board for Methodist Healthcare Ministries and is an investment committee member for Endeavors, both based in San Antonio. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broader range of financial product offerings, such as insurance-related vehicles and bank deposit sweep options.

Bodo Knochenhauer Jr. is a financial advisor with Wells Fargo Clearing in San Antonio, TX, holding a Series 63 designation and 35 years of industry experience. He worked at UBS Financial Services for 16 years before joining Wells Fargo Clearing in 2016. Outside of his advisory role, he owns and manages a rental property in Port Aransas, Texas. Wells Fargo Advisors provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm offers both brokerage and advisory solutions and manages approximately $671 billion in assets with over 14,000 financial advisors nationwide.

Fe Aida Tiemann is a financial advisor at J.P. Morgan Securities with three years of industry experience. She holds a Series 66 designation and has worked at firms including New York Life Insurance and First Command. 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. Their advisory process integrates quantitative and qualitative research supported by centralized due diligence.

Christian Casillas is a financial advisor with Raymond James Financial in San Antonio, TX, holding a Series 66 designation and one year of industry experience. He has worked with Raymond James Financial and related entities since 2024, as well as Security Service Federal Credit Union since 2022, where he assists with administrative workflow and fixed annuities. Prior to his financial career, he held various roles including positions in the hospitality sector. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base ranging from individuals to institutional clients. The firm offers tailored, non-discretionary planning and consulting supported by analytical tools, and is noted for its municipal advisory affiliation and specialized SIMPLE IRA Employer Advisory & Consulting Services.

George Marin Jr. is a financial advisor with J.P. Morgan Securities in San Antonio, TX, holding Series 63 and Series 66 credentials and 32 years of industry experience. He previously worked at Citi Personal Wealth Management for 18 years prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A. in 2026. Outside of his advisory role, he is a co-owner of a rental property in Lawndale, CA, which he manages with his siblings. 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 advisory process combines quantitative and qualitative research with a forward-looking approach and includes capabilities in derivatives and commodities through affiliated entities.

Ivan Valadez is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Chase Bank and Wells Fargo in various capacities 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 and fund searches, and customized performance reporting. Their advisory process integrates quantitative and qualitative due diligence and may incorporate an ESG eligibility framework.

Christina Garza is a financial advisor at Edward Jones in San Antonio, TX, holding a Series 66 designation with five years of industry experience. She has been with Edward Jones since 2002. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory strategies, tax-efficient services, and affiliated investment products. The firm manages approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

Brenda Rocchio is a financial advisor with LPL Financial in San Antonio, TX, holding Series 63, 65, and 66 licenses and bringing 21 years of industry experience. Her prior roles include positions at Raymond James Financial Services, Allstate Financial Advisors, and Investment Professionals Inc. She currently operates Genesis Wealth Management as a DBA for her LPL business. 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 broad range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Thomas Valenti is a financial advisor with Osaic in San Antonio, TX, holding Series 63 and Series 65 credentials and 13 years of industry experience. He worked at JHFN SII for five years before joining Osaic in 2018. Valenti is also involved with Platinum Wealth Solutions of Texas, LLC, where he serves as an Investment Advisor Representative and agent, advising clients on investment strategies and life insurance, as well as marketing fixed annuities and non-variable insurance products. Osaic Wealth serves a diverse client base—including individual investors, retirement plan sponsors, charities, and corporate clients—through a multi-advisor platform offering brokerage and advisory services. The firm emphasizes model-based asset allocation and portfolio optimization with discretionary and third-party manager strategies, and is notable for its scale, complex affiliate structure, and recent consolidation activity.

Raul Sandoval is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds Series 65 and Series 63 designations. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A., he worked at Pensionmark Financial Group and held roles at several other firms. 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 program focuses on non-discretionary written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research methods.