Spencer Erdman 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. Prior to joining J.P. Morgan, he worked at Penn State Health and served in the Pennsylvania Army National Guard. He is also co-owner of Legacy Equine and Livestock Farms, where he is involved in raising livestock, horse boarding, and providing riding lessons. J.P. Morgan Securities provides institutional consulting services focused on asset allocation advice, investment manager searches, and customized performance reporting for plan sponsors, corporations, endowments, and other institutional clients. The firm’s advisory process integrates quantitative and qualitative research with a focus on eligible strategies and ESG considerations.

Donovan Fikes is a financial advisor with Mass Mutual Investors Services in San Antonio, TX, holding Series 63 and Series 65 credentials and 25 years of industry experience. He has been with MML Investors Services, Inc. and Mass Mutual Life Insurance Company since 2000. Outside of advisory work, he consults on spinal cord injury life issues based on over two decades of personal experience as a quadriplegic. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers ongoing financial planning, asset management, and educational seminars, using firm-approved software to deliver written recommendations tailored to client goals.

Douglas Schroeder is a financial advisor with Wells Fargo Advisors in San Antonio, TX, holding CFP® and Series 66 credentials and over 20 years of industry experience. His career includes prior roles at Wells Fargo Clearing, Cetera, and LPL Financial. Outside of his advisory work, he owns and manages a financial planning business and several rental properties. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering a broad range of investment and fee-based financial planning services. The firm uses proprietary research and planning tools to deliver tailored recommendations across various financial planning areas, with clients able to choose implementation through multiple brokerage and advisory program options.

Elsa Cranford is a financial advisor with Edward Jones in Garden Ridge, TX, holding Series 63 and Series 66 registrations and bringing 21 years of industry experience. She has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of over 23,700 advisors and offers a range of advisory programs with both discretionary and non-discretionary strategies under a fiduciary standard.

Luke Simisky is a financial advisor with J.P. Morgan Securities in San Antonio, TX, holding a Series 66 designation and two years of industry experience. Before joining J.P. Morgan Securities in 2024, he worked at J.P. Morgan Chase Bank NA from 2021 to 2024. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s process combines quantitative and qualitative research, uses forward-looking capital market assumptions, and includes an ESG eligibility framework.

Elizabeth Olney is a financial advisor at Edward Jones with eight years of industry experience. She holds the CFP®, ChFC®, and Series 66 designations. Prior to joining Edward Jones in 2017, she worked at Tremmel Design Group from 2015 to 2017. Outside of her advisory role, Olney is involved with Mitera Design. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

David Chandler is a financial advisor with Equitable Advisors in San Antonio, TX, holding Series 63 and Series 65 licenses. He has seven years of industry experience, including prior roles at AXA Advisors, Abilene Glass & Mirror, and Abilene Christian University. Equitable Advisors serves a broad client base, including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and various asset-management programs. The firm uses a combination of proprietary resources and third-party asset managers to deliver tailored investment solutions.

Joseph Wofford is a financial advisor at Raymond James & Associates with 39 years of industry experience. He holds the Series 63 designation and has been with Raymond James & Associates since 2013. The firm is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets and serving a diverse client base, including individuals, institutions, and municipal entities. Raymond James & Associates offers financial planning, non-discretionary investment consulting, and institutional fiduciary services supported by a nationwide network of advisers.

Roger Riley is a financial advisor at LPL Financial with 42 years of industry experience. His prior roles include positions at Wells Fargo Clearing, Ameriprise, and UBS Financial Services. He holds Series 63 and Series 65 designations. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Peter Copps is a financial advisor with J.P. Morgan Securities in San Antonio, TX. He holds Series 63 and Series 66 licenses and has recently begun his career in the industry. Prior to joining J.P. Morgan Securities, he worked at Charles Schwab and has experience outside the financial sector, including a role with the Milwaukee Country Club. 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. The firm’s advisory process integrates quantitative and qualitative research and supports a range of eligible investment strategies.

Jason Meyer is a financial advisor with Morgan Stanley Wealth Management based in San Antonio, TX. He holds Series 63 and Series 65 licenses and has 24 years of industry experience. Prior to joining Morgan Stanley Smith Barney in 2009, he worked at Citigroup Global Markets for 11 years. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm provides tailored financial planning and manages approximately $2.74 trillion in client assets through a structured planning process and a broad range of advisory programs.

Yvonne Trevino is a financial advisor with J.P. Morgan Securities in San Antonio, TX, holding Series 63 and Series 66 designations and with 16 years of industry experience. She has been with J.P. Morgan Securities since 2016. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. Their non-discretionary program focuses on 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.

Madeline Reyna is a Series 66–licensed financial advisor at Edward Jones with six years of industry experience. She has been with Edward Jones since 2019 and previously worked in early childhood education and university library services. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.

Sergio Jimenez is a financial advisor with J.P. Morgan Securities in San Antonio, TX. He holds Series 63 and Series 66 licenses and has three years of industry experience. His prior roles include positions at Edward Jones and Equitable Advisors LLC. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm’s non-discretionary advisory program focuses on asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Aldo Martinez is a financial advisor with Edward Jones in San Antonio, TX, holding a Series 66 designation and seven years of industry experience. He has been with Edward Jones since 2017, with prior work experience at Best Buy and in education. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies supported by a large nationwide network of advisors and branch offices.

Paul Greer is a financial advisor at Morgan Stanley with 31 years of industry experience. He has worked at Morgan Stanley Private Bank since 2015 and previously spent 15 years at Citigroup Global Markets. In addition to his advisory role, he is involved in a property management business in San Marcos, Texas. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs that include tailored financial planning supported by structured discovery conversations and firm-approved planning tools.

Christopher Stevenson is a financial advisor with Morgan Stanley in San Antonio, TX, holding Series 63 and Series 65 licenses and 33 years of industry experience. He has worked with Morgan Stanley Smith Barney since 2010 and Morgan Stanley Private Bank, N.A. since 2023. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning through structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides planning services supported by the Global Investment Committee’s analyses, while generally acting in an advisory capacity without offering individual security recommendations as part of standalone plans.

Rachel Murua is a financial advisor at Edward Jones with a Series 66 designation and seven years of industry experience. Her prior experience includes roles at John West Therapy Services and Frost Bank before joining Edward Jones. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of investment strategies and affiliated capabilities, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.

Radi Zapryanov is a financial advisor at Edward Jones in New Braunfels, TX, holding a Series 66 designation with 16 years of industry experience. He has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs and affiliated investment products, managing approximately $1.01 trillion in assets. The firm is notable for its large retail advisor and branch network and offers both discretionary and non-discretionary investment strategies under a fiduciary standard.

Angelita Lejarzar is a financial advisor at J.P. Morgan Securities in San Antonio, TX, holding Series 63 and Series 65 credentials with 22 years of industry experience. She previously worked at USAA for 27 years before joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A. in 2026. J.P. Morgan Securities provides institutional consulting services primarily to plan sponsors, corporations, endowments, and other institutional clients through a structured advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting.