Noah Acevedo is a Senior Financial Advisor at Merrill Lynch Wealth Management, specializing in providing sophisticated financial strategies to address diverse client needs throughout their financial lifetime. With a focus on family wealth management, LGBT wealth planning, personal retirement planning, and managing new wealth, Noah offers comprehensive guidance that includes wealth management, education and retirement planning, banking services, credit and lending solutions, as well as business-related financial strategies. Noah has been a financial advisor since 1996 and has been active in the financial services industry since 1984. He holds a Master’s and a Bachelor’s degree from the University of the Incarnate Word. He is a fully registered Senior Financial Advisor with multiple FINRA registrations (Series 7, 6, 63, and 65), holds a Health, Life, and Long Term Care Insurance License, and is a licensed Personal Investment Advisor (NMLS# 620721). Fluent in both English and Spanish, Noah emphasizes a collaborative planning approach tailored to help clients pursue their financial goals. In addition to his professional responsibilities, Noah participates in community volunteering inspired by Merrill Lynch’s tradition of community involvement. His personal interests include reading, traveling, and writing.

Juan Zayas is a financial advisor with Merrill in San Antonio, TX, holding Series 63 and Series 66 licenses and possessing 15 years of industry experience. His prior roles include positions at JP Morgan Securities LLC and JPMorgan Chase Bank from 2014 to 2020. He has been with Merrill and Bank of America since 2020. 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 broad client base that includes individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries. The firm integrates its investment offerings with Bank of America’s broader platform, including access to swaps, derivatives, lending, and custody services.

Jorge Cazarez is a financial advisor with Raymond James Financial who holds a Series 66 designation and has 13 years of industry experience. Prior to joining Raymond James in 2018, he worked at Merrill Lynch for three years. Outside of his advisory role, he serves as a trustee and executor for an estate, overseeing asset settlement and trust funding. Raymond James Financial Services Advisors provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth investors, pension plans, charitable organizations, and governmental entities. The firm offers tailored, non-discretionary advisory services and specialized programs such as SIMPLE IRA Employer Advisory & Consulting Services for small businesses.

Jaime Chavez Llerenas is a financial advisor with LPL Enterprise LLC, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. His career includes roles at Ameriprise, Pruco Securities, Prudential Insurance Company of America, Mass Mutual Life Insurance Company, and Intercontinental Wealth. He is also involved in a non-variable insurance agency based in San Antonio, TX. LPL Enterprise serves a diverse range of clients, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory, and brokerage services. The firm utilizes an integrated platform combining adviser programs with financial product sales and access to third-party asset managers and model portfolios.

Aleta Baggett Johnson is a financial advisor at Morgan Stanley with 25 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Morgan Stanley Smith Barney since 2011. Based in San Antonio, TX, her career is solely within the Morgan Stanley organization. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a broad range of advisory programs, including tailored financial planning utilizing structured discovery processes and firm-approved tools, managing approximately $2.74 trillion in client assets.

Craig Veach is a financial advisor with Equitable Advisors in San Antonio, TX, holding Series 63 and Series 65 credentials and two years of industry experience. His prior work includes roles at Andeavor, LLC and managing Veach Management for five years. He serves as a trustee to his parents' children's trust. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, and institutions, offering financial planning and brokerage services through a range of third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, frequently partnering with program sponsors and offering non-discretionary and discretionary advisory solutions.

Cristian Campos is a financial advisor with Equitable Advisors in San Antonio, TX. He holds a Series 66 designation and joined the firm in 2026. Prior to his role at Equitable Advisors, his work history includes positions with the George Gervin Youth Center and Workforce Solutions Alamo. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charities, and institutions, providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates extensively through program sponsors and third-party managers, offering both advisory and brokerage solutions.

Zachary Noble is a Financial Advisor with Merrill Lynch Wealth Management, specializing in personalized wealth management strategies. He works closely with clients to understand their full financial picture and develop flexible plans that adapt to changing market conditions, providing access to investment insights and banking solutions. His expertise includes divorce transition planning, legacy planning, liquidity management, personal retirement planning, sports and entertainment, and retirement income. Zachary focuses on building long-term relationships based on trust and transparency to help clients pursue their financial goals. Zachary holds a Bachelor's Degree from Stephen F. Austin State University and the Professional Investment Advisor (PIA) designation. Outside of work, he enjoys outdoor activities such as hunting, fishing, golfing, hiking, and following baseball and football. He also appreciates art, music, and film.

Nathalia Amador is a financial advisor at Primerica Advisors with eight years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Citigroup Global Markets for 12 years. Outside of her advisory role, she is involved in sales of home security and automation products, as well as loan products, through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and discretionary separately managed accounts primarily to individual and high-net-worth clients. The firm’s approach includes curated third-party asset managers and a tiered wrap-fee structure.

Andres Vela is a financial advisor with Charles Schwab, holding Series 63 and Series 65 credentials and 26 years of industry experience. His career includes roles at USAA Financial Advisors and USAA Investment Management Company before joining Schwab. Outside of advising, he serves as CFO of an LLC supporting a hair salon business operated by his wife in Texas. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program and affiliated managed-account and financial planning services. The firm offers both non-discretionary and discretionary investment solutions, combining multi-asset model portfolios with specialized alternative investment options.

Nicholas Anthony is a Senior Financial Advisor and Senior Vice President at Merrill Lynch Wealth Management, where he has worked since 2011. He has been involved in the financial services industry since 1985. In his role, Nicholas leverages the investment resources of Merrill and the banking services of Bank of America to assist clients with comprehensive financial planning and wealth management. As a qualified Portfolio Manager within Merrill's Investment Advisory Program, Nicholas focuses on developing tailored investment strategies for high net worth individuals and business owners. He manages Personalized or Defined Strategies on a discretionary basis, incorporating individual stocks, bonds, Merrill Lynch Wealth Management model portfolios, and third-party investment options. His client service approach emphasizes teamwork and active client involvement, aiming to provide dedicated guidance throughout the wealth management process. Nicholas holds a bachelor's degree in Finance from Iowa State University and has earned the Personal Investment Advisor (PIA) designation. His expertise includes family wealth management, legacy and philanthropic planning, retirement strategies, business financial planning, and portfolio management services.

Silvia Salle is a financial advisor with Merrill in San Antonio, TX, holding a Series 66 designation and over 13 years of industry experience. She has worked at Bank of America and Merrill since 2015. Outside of her advisory role, she is an owner in a family-run rental property business. Merrill provides managed account services through the Select Portfolio Solutions program, serving a broad range of clients including individuals, high-net-worth clients, pension plans, and charitable organizations. The firm offers model-based and discretionary investment strategies integrated with Bank of America’s broader corporate platform.

Kyle Tramontano is a Financial Advisor at Merrill Lynch Wealth Management, having joined Tramontano & Associates in 2022. He focuses on understanding each client's unique goals, priorities, and aspirations to develop personalized financial strategies. His approach emphasizes building meaningful relationships and helping clients manage their financial futures and care for their loved ones. Kyle holds a Bachelor's Degree from Texas Christian University and has earned the Accredited Asset Management Specialist (AAMS) and Personal Investment Advisor (PIA) designations. Outside of work, he spends time engaging in weightlifting, calisthenics, and golfing.

John De Marigny is an International Wealth Advisor at Merrill Lynch Wealth Management with more than 40 years of experience in financial advice and services directed towards affluent families and individuals. He has spent his career working with both institutional and individual clients, specializing in areas such as family wealth management strategies, international wealth management, liquidity management, portfolio management services, individual and corporate investment strategy, and retirement income. John holds a Bachelor of Science in International Business, a Bachelor of Arts in Spanish, and a Master of Business Administration in Finance, all from the University of Texas in Austin. He began his career in 1985, initially focusing on institutional bank portfolio management before transitioning to work with individual clients. John is fluent in both English and Spanish. Outside of his professional work, John enjoys swimming, practicing yoga, gardening, tennis, writing, and spending time with his family. He is married and has two grown daughters.

Doris Maule is a financial advisor with Edward Jones in San Antonio, TX, holding Series 65 and Series 63 licenses and 15 years of industry experience. She previously worked at Citigroup Global Markets and USAA Financial Planning Services. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Laura Hicks is a Series 66 registered advisor with Merrill in San Antonio, TX, bringing 17 years of industry experience. She has worked with Merrill Lynch, Pierce, Fenner & Smith, Inc. since 2008. Merrill provides managed account services through the Select Portfolio Solutions program, serving a broad client base including individuals, high-net-worth clients, and institutional investors. The firm integrates model-based and discretionary investment strategies and offers access to a wide range of products within the Bank of America corporate platform.

Thomas De Luna is a Series 66 licensed financial advisor at J.P. Morgan Securities with 16 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 delivers its program on a non-discretionary basis, combining large institutional advisory operations with multiple market-facing registrations.

David Chandler is a financial advisor with Equitable Advisors in San Antonio, TX, holding Series 63 and Series 65 licenses and having six years of industry experience. He has been with Equitable Advisors since 2019, following prior roles at AXA Advisors, Abilene Glass & Mirror, and Abilene Christian University. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charities, and institutions. The firm offers financial planning, brokerage, insurance, and access to third-party asset management programs, operating as both an SEC-registered investment adviser and a broker-dealer.

Alfonso Lopez Yanez is an International Wealth Advisor and Senior Vice President at Merrill Lynch Wealth Management. With over 31 years of experience, he specializes in advising clients and their families on wealth management and estate planning needs. Alfonso began his career as an International Representative with Barrington International Corporation in Georgetown, Grand Cayman, and has held positions at Merrill Lynch Wealth Management and UBS International. He graduated from South West Texas State University with a Bachelor of Business Administration and a marketing degree. In 2016, Alfonso obtained his Senior Portfolio Advisor qualification through the firm's Investment Advisory Program. His customized wealth management services include portfolio management, securities-based lending, wealth transfer and legacy planning, and banking services with Bank of America, N.A. Alfonso speaks English and Spanish, and he is involved in his community through Holy Trinity Catholic Church and the Food Bank. He balances his professional career with personal interests such as chess, golfing, horseback riding, reading, swimming, traveling, watching movies, and spending time with his family.

Jason Meyer is a financial advisor with Morgan Stanley in San Antonio, TX, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and has a background with Citigroup Global Markets dating back to 1998. Morgan Stanley Wealth Management is a registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets.