Nicholas Gamez is a financial advisor at J.P. Morgan Securities with Series 63 and Series 66 licenses and four years of industry experience. He has worked at J.P. Morgan Securities, LLC since 2022 and has been with JPMorgan Chase Bank, N.A. since 2020. His prior work experience includes roles at Spectrum, Market Street, and other companies outside the financial sector. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm combines quantitative and qualitative research to develop model asset allocations and maintains broader derivatives and commodities capabilities compared to many institutional advisory programs.

Bret Jamison is a financial advisor at Fidelity with 20 years of industry experience. His prior roles include positions at JPMorgan Securities LLC and Citigroup. Outside of his advisory career, he was involved with Pocket Fender Flares for seven years. Fidelity’s affiliate, Strategic Advisers LLC, provides a range of investment management and advisory services to retail and institutional clients, employing a blend of fundamental research and quantitative analysis to construct model portfolios utilizing mutual funds, ETFs, and ETPs.

Alexander Schwarz is a financial advisor with J.P. Morgan Securities in San Antonio, TX, holding Series 63 and Series 66 licenses and 14 years of industry experience. He previously worked at DVI Global, LLC for one year before joining J.P. Morgan Securities in 2012. Outside of his advisory role, Schwarz owns a 40-acre farm in Rawlins County, Kansas. J.P. Morgan Securities provides institutional consulting services primarily to plan sponsors, corporations, and endowments through a select group of Wealth Advisors. The firm’s approach emphasizes written asset allocation advice, investment manager research, and customized performance reporting, supported by a centralized manager solutions team using both quantitative and qualitative analysis.

Emmanuel Machamire is a financial advisor with J.P. Morgan Securities in San Antonio, TX, holding Series 63 and Series 66 licenses and having three years of industry experience. His prior roles include positions at JPMorgan Chase Bank, H&R Block, and Papa Johns. He serves as treasurer and finance committee chairman for Laurel Heights Seventh Day Adventist Church. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm delivers non-discretionary asset allocation advice, investment manager searches, and customized performance reporting supported by centralized due diligence and incorporates ESG considerations in its recommendations.

Randle Ross is a financial advisor with Cetera in San Antonio, TX, holding a PFS™ designation along with Series 63 and Series 65 licenses and has 29 years of industry experience. His prior work includes long tenures at Avantax Investment Services and 1st Global Advisors, as well as operating Randle R. Ross, P.C., a CPA firm, since 1983. Cetera Investment Advisers LLC serves a wide range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers various portfolio management and consulting services through a multi-manager platform, featuring both discretionary and non-discretionary programs and a suite of affiliated providers.

John Brooks is a financial advisor with Ameriprise in San Antonio, TX, holding Series 63 and Series 66 licenses and 25 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, Brooks is a shareholder in BONT Management LLC, a company formed to manage office leasing properties. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets, combining research and modeling with tax-efficient strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions through its institutional platform.

Richard Folmar is a financial advisor at Wells Fargo Advisors with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Wells Fargo Advisors since 2022, having previously worked at Wells Fargo Clearing from 2016 to 2022. Outside of his advisory role, he operates a family livestock ranch in George West, TX. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options including retirement, education, and business-owner transition services. The firm integrates advisory services with banking and lending products and serves clients who meet specified net-worth thresholds.

Jordan Dickson is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 credentials and bringing 10 years of industry experience. His previous roles include positions at Edward Jones, J.P. Morgan Securities, and JPMorgan Chase bank. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional and pension plans, and municipal entities, offering financial planning and advisory services through multiple specialized programs.

Reginald Newsome is a financial advisor with Primerica Advisors in San Antonio, TX, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2015. Outside of his advisory role, he owns a Jan Pro Commercial Cleaning franchise and operates Family Legacy of Wealth Investment, LLC. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable clients. The firm delivers advisory services through a large network of advisors using model-driven investment strategies supported by third-party asset managers and custodians.

Jaron Lewandowski is a Vice President and Financial Consultant at Fidelity Investments, where he has been serving since 2025. In this role, he partners with clients to understand their financial goals, develop personalized investment plans, and provide guidance on portfolio management. His approach emphasizes transparent communication regarding investment performance and associated costs, leveraging Fidelity's research and specialist resources. Prior to his current position, Jaron accumulated financial advisory experience at Fidelity Investments starting in 2022, and previously held various roles at Charles Schwab from 2016 to 2022. His positions there ranged from Brokerage Service Representative to Senior Financial Consultant and Vice President, Financial Consultant. This progression reflects his background in client financial services and investment consulting. Details regarding his educational background, credentials, and personal interests have not been provided.

William Fernandez is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he has been serving clients since 2017. He works with business owners, professionals, and retirees, focusing on developing personalized financial strategies that help clients pursue their long-term goals. His approach emphasizes understanding each client's unique needs and goals to build comprehensive wealth management plans. William has extensive experience in areas such as family wealth management, legacy planning, managing new wealth, retirement planning, philanthropic planning, portfolio management, small business strategies, tax minimization, and retirement income. He holds the designations of Certified Exit Planning Advisor (CEPA) and Personal Investment Advisor (PIA). He earned a bachelor's degree in International Business from Saint Mary's University of San Antonio and an MBA from Regis University. In addition to his professional work, William is active in his community, participating with the San Antonio Hispanic Chamber of Commerce and serving on the A.C.T.S. team at Our Lady of Perpetual Help Church in Selma, Texas. He speaks both English and Spanish, and enjoys spending time with his family.

Jerry Capetillo is a financial advisor with J.P. Morgan Securities in San Antonio, TX, holding Series 63 and Series 66 designations and 19 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and previously held roles with Wamu Investments, Inc. and Washington Mutual Bank. 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 firm's advisory process combines quantitative screening and qualitative research supported by a centralized manager solutions team.

Phillip Valadez is a financial advisor at Raymond James & Associates with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo Clearing and Prudential Equity Group. Outside of his advisory role, he serves as Chairman of the Deacons at The Fellowship of San Antonio, where he has led capital campaigns and provided financial guidance to church leadership. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, and charitable organizations. The firm offers comprehensive financial planning and consulting services, utilizing a range of portfolio management styles supported by in-house research and affiliated sub-advisers.

John Trusela is a CFP® and ChFC® with 29 years of experience in financial advising. He has been with Ameriprise since 2005, currently serving as an advisor in San Antonio, TX. Outside of his advisory work, he serves as Chairman of the Finance Counsel for St. Francis of Assisi Catholic Church and is a board member of Natural Womanhood. Ameriprise is an institutional firm offering retirement-income planning services primarily for individuals with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, written retirement income recommendations delivered through a centralized consulting team.

Corley Chandler is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds a Series 66 designation and has previously worked at Cambridge Investment Research Advisors Inc. and Texas Hills Financial Group. 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 and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative screens and qualitative research to build model asset allocations, incorporating an ESG eligibility framework and offering access to derivatives and commodities capabilities.

Jeremy Porcha is a financial advisor with Charles Schwab, holding Series 63 and Series 66 designations and eight years of industry experience. His work history includes roles at Charles Schwab Bank and Charles Schwab & Co., Inc., as well as prior experience at Enterprise Holdings and Savannah State 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 offers a combination of non-discretionary and discretionary investment guidance, utilizing multi-asset model portfolios and access to alternative investments.

Monalisa Maldonado is a financial advisor at J.P. Morgan Securities with five years of industry experience and a Series 66 designation. Her prior roles include positions at Bank of America, Merrill, Equitable Advisors, and Thrivent Investment Management, among others. She is based in San Antonio, TX. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their non-discretionary advisory program emphasizes written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a manager solutions team.

Carlos Camarillo is a financial advisor at OSAIC with eight years of industry experience. He holds a Series 66 designation and has worked at Royal Alliance Associates, INC. since 2018. Outside of his advisory role, he serves as a parliamentarian for the Clark Athletic Booster Club, providing guidance on procedural rules and bylaws. OSAIC Wealth serves a broad range of retail and institutional clients, offering brokerage and advisory services through multiple programs that include comprehensive financial planning, managed portfolios, and retirement plan consulting. The firm’s investment approach centers on model-based asset allocation and portfolio optimization, supported by various tools and third-party manager selections.

Mark Weinandt is a financial advisor at Edward Jones in San Antonio, TX, with three years of industry experience. Prior to joining Edward Jones, he served 30 years in the United States Air Force. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory and investment solutions, supported by a nationwide network of financial advisors and branch offices.

Steven Gallegos is a financial advisor with Ameriprise Financial Services, LLC in San Antonio, TX, holding Series 63 and Series 65 licenses and having nine years of industry experience. He has been with Ameriprise since 2016 and serves as a Business Development Manager and member of the Mesquite Investment Committee, providing financial planning advice and product training. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning services that focus on dependable income sources and tax-aware withdrawal strategies through a centralized service team.