Daniel Guerrero is a Financial Advisor at Merrill Lynch Wealth Management. He partners with clients to deliver comprehensive wealth management and planning solutions, focusing on creating personalized strategies tailored to individual goals and priorities. Daniel works with a diverse client base, including corporate executives, families managing wealth, new wealth owners, small business owners, and individuals in sports and entertainment. His approach involves developing comprehensive financial strategies by utilizing a range of services such as investing, banking, and lending to help clients achieve their financial objectives. He holds a Bachelor's Degree from the University of Texas System and the Personal Investment Advisor (PIA) designation. Outside of his professional responsibilities, Daniel has interests in basketball, cooking, football, golfing, hunting, skiing, and traveling.

Elizabeth Hoerl is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. She holds the Series 66 designation and has been with J.P. Morgan Securities since 2012. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Susanna Pollock is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 66 licenses and having 17 years of industry experience. She has worked at Wells Fargo Clearing, Raymond James & Associates, and Morgan Stanley prior to her current role. Outside of her advisory work, she is a sales consultant for Pampered Chef. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering investment and fee-based financial planning services that range from cash-flow and retirement planning to specialized areas like business-owner transition and special-needs analysis. The firm combines advisory services with other financial products and referral channels to provide comprehensive wealth management solutions.

Samantha Maney is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. She holds Series 63 and Series 66 designations and has been with J.P. Morgan Securities LLC since 2016. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Dylan Pflum is a financial advisor at Charles Schwab with a Series 66 designation and one year of industry experience. Prior to joining Charles Schwab, Dylan held various roles in education and event management at institutions including Trinity University, Yale University, Southern Methodist University, Cameron University, and Baylor University. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separate managed accounts, supported by a centralized operational structure covering custody, brokerage, and alternative investment platforms.

Geoffrey Gatlin is a financial advisor with Raymond James & Associates in Boerne, TX, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. Prior to joining Raymond James in 2018, he worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory role, he is a partner in a family-owned ranch and rental property management business. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm also offers wrap fee advisory programs and institutional consulting with a particular focus on public finance and municipal work.

Britton Du Bose is a financial advisor at Edward Jones in San Antonio, TX, holding a Series 66 designation. He has one year of industry experience and previously worked at PwC for three years and Greenscape Outdoors for seven years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory strategies and affiliated investment products, managing approximately $1.01 trillion in assets through a large network of advisors and branch offices.

Stephen Willis is a financial advisor with LPL Financial in San Antonio, TX, holding Series 63 and Series 66 credentials and bringing 44 years of industry experience. His prior roles include positions at Wells Fargo Advisors LLC and Sigma Financial Corporation. Outside of his advisory practice, he owns Willis Ranch, a cattle-raising operation. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients, including individuals, retirement plans, banks, and corporations. The firm offers various advisory programs, financial planning, and retirement plan consulting, utilizing discretionary and non-discretionary management supported by research and model portfolios.

Frederick Eldred is a Series 66-licensed financial advisor with Primerica Advisors in San Antonio, TX, and has one year of industry experience. Before joining Primerica Advisors, he worked at Edward Jones and held various roles in the medical and service industries. He is involved with Rhythm Metrix, a business he has been associated with since 2012. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm emphasizes a tiered wrap-fee structure and curates third-party asset managers to implement its investment models.

Rochelle Mitchell is a financial advisor at Merrill with 17 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Merrill since 2009, including three years under Bank of America, N.A. outside structures, Mitchell is a general partner and managing member of two LLCs involved in asset protection. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a diverse client base that includes individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

William Fox is a financial advisor with LPL Financial in San Antonio, TX, holding the ChFC® and Series 63 designations and bringing 39 years of industry experience. He previously worked at First Allied Advisory Services and First Allied Securities, Inc. Fox is also involved in mortgage brokerage services through Fox Mortgage Services. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a diverse client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, utilizing model portfolios, third-party subadvisors, and technologies such as machine learning to support its investment strategies.

Tiffany Raines is a financial advisor at J.P. Morgan Securities with 19 years of industry experience. She holds Series 63 and Series 66 licenses and has been with J.P. Morgan since 2015, including her current role at J.P. Morgan Securities LLC since 2018. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering its program on a non-discretionary basis.

Thomas Mc Nairy is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and bringing 33 years of industry experience. He has been with J.P. Morgan Securities since 2012. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Todd Boggan is a financial advisor with Merrill in Helotes, TX, holding Series 63 and Series 65 licenses and 24 years of industry experience. His prior roles include positions at Securities America Advisors, WFG Advisors LP, and Walker Alston Financial Group. He serves as an executor for a family estate in Helotes. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a wide client base that includes individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Conor Salinas is a financial advisor with J.P. Morgan Securities in San Antonio, TX. He holds Series 63 and Series 66 registrations and began his career in the financial industry in 2025 following roles at Charles Schwab and Atkins Expert Sinus Care. Prior to entering finance, he studied at the University of Texas at Austin. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a combination of quantitative asset-allocation modeling and centralized due diligence, with an ESG eligibility framework applied to recommended strategies.

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. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Raymond James & Associates offers financial planning and investment consulting services to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm provides tailored financial plans and investment recommendations through both non-discretionary and discretionary advisory programs, and it has capabilities in public finance and municipal services.

Quintin Bononcini is a financial advisor with J.P. Morgan Securities in San Antonio, TX, holding a Series 66 designation and six years of industry experience. He has worked at JPMorgan Chase Bank and J.P. Morgan Securities since 2019 and previously was employed at Paesanos. Bononcini also serves as an analyst in the Texas Army National Guard, a position he has held since 2015. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a quantitative asset-allocation approach combined with centralized due diligence. The firm includes an ESG eligibility framework in its investment recommendations and operates within the broader J.P. Morgan organization, offering access to a wide range of products including security-based swaps and futures.

Taylor Gould is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds a Series 66 designation and has previously worked at Citigroup Global Markets and Citibank. Gould is based in San Antonio, TX. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines institutional advisory operations with brokerage and investment management capabilities.

Kaisa Holloway Cripps is a financial advisor at J.P. Morgan Securities with Series 63 and Series 66 credentials and one year of experience at the firm. Her prior work includes positions in academic institutions such as Schreiner University and the University of Massachusetts Dartmouth, as well as roles with nonprofit organizations including the Buttonwood Park Zoological Society. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, utilizing quantitative asset-allocation modeling and centralized due diligence to deliver customized performance reporting and investment recommendations.