Bret Jamison is a financial advisor with Fidelity, holding Series 63 and Series 66 designations and 19 years of industry experience. His prior roles include positions at Citigroup, JPMorgan Securities LLC, and The Hartford. Outside of his advisory work, he was involved with Pocket Fender Flares from 2014 to 2021. Bret works within Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a systematic investment process combining fundamental research and quantitative analysis, offering services such as discretionary portfolio management and fund advisory.

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 from 2016 to 2017. Outside of his advisory role, Schwarz owns a 40-acre farm in Kansas. 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 its Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations to deliver a broad range of investment and brokerage services.

Emmanuel Machamire is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at JPMorgan Chase Bank, H&R Block, and Papa Johns. Outside of his advisory role, he serves as a board member, treasurer, and finance committee chairman for Laurel Heights Seventh Day Adventist Church in San Antonio. 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.

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 credentials and has worked within Wells Fargo-related firms since 2009. Outside of his advisory role, Folmar owns and manages a livestock ranch in George West, Texas. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and financial planning services. The firm offers a broad range of planning options and integrates advisory services with various financial products and referral channels.

Jordan Dickson is a financial advisor with Raymond James & Associates in San Antonio, TX, holding Series 63 and Series 66 licenses and nine years of industry experience. He previously worked at Edward Jones, J.P. Morgan Securities, and JPMorgan Chase bank. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and investment recommendations, serving both retail and institutional clients with various advisory programs.

Reginald Newsome is a financial advisor at Primerica Advisors with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Primerica Advisors and Primerica Financial Services since 2015. Outside of his advisory role, he owns a Jan Pro Commercial Cleaning franchise. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of discretionary separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure for its services.

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 at J.P. Morgan Securities with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities since 2012. Prior to that, he worked with Wamu Investments, Inc. and Washington Mutual Bank. 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 through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Phillip Valadez is a financial advisor at Raymond James & Associates with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Raymond James since 2018, following prior roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory work, he serves as Chairman of the Deacons at The Fellowship of San Antonio, where he has led multiple capital campaigns and provides financial guidance. Raymond James & Associates offers financial planning and investment consulting services to individuals, retirement plans, corporate and charitable entities, and government clients. The firm provides tailored financial plans and investment recommendations, supporting both retail and institutional clients, including municipal and public finance sectors.

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 a Series 66 designation and three years of industry experience. His prior roles include positions at Cambridge Investment Research Advisors, Texas Hills Financial Group, and Baylor Scott and White Health. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a quantitative asset-allocation approach combined with centralized due diligence and an ESG eligibility framework.

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 Series 66 credentialed financial advisor with five years of industry experience. She is currently with J.P. Morgan Securities in San Antonio, TX, having previously worked at Bank of America, Merrill, and Equitable Advisors. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Carlos Camarillo is a financial advisor with Osaic Wealth, Inc. based in San Antonio, TX. He holds the Series 66 designation and has eight years of industry experience. His prior work includes positions at Royal Alliance Associates, INC. and Summit Electric Supply. Camarillo serves as parliamentarian for the Clark Athletic Booster Club, advising on procedural and bylaw matters. Osaic Wealth, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage, investment advisory services, financial planning, and access to third-party money managers through a large network of affiliated advisors.

Mark Weinandt is a financial advisor at Edward Jones in San Antonio, TX, holding a Series 66 designation with two years of industry experience. Prior to his financial services career, he served in the United States Air Force for 30 years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering both discretionary and non-discretionary investment strategies through a nationwide network of more than 23,000 financial advisors. The firm manages approximately $1.01 trillion in assets and provides affiliated capabilities including mutual funds, a trust company, and securities-based lending.

Steven Gallegos is a financial advisor at Ameriprise with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Ameriprise and Ameriprise Financial Services, Inc. since 2016. Outside of his advisory role, he serves as a Business Development Manager and member of the Mesquite Investment Committee for SONT1314 LLC, where he provides financial planning advice and product training. Ameriprise is a large institutional firm offering a retirement-income planning service for clients approaching or in retirement, typically serving those with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary retirement recommendations.

Kevin Bueker is a financial advisor at Charles Schwab with Series 63 and Series 66 credentials and three years of industry experience. His work history includes roles at Charles Schwab & Co., Inc., Charles Schwab Bank, Texas Regional Bank, and Amegy Bank. He is also president of Rock Solid Teaching, a corporation focused on K-12 financial literacy training and education, though it is not currently active. Charles Schwab & Co., Inc. serves a large client base primarily composed of 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 combined advisory and brokerage platform with a client model that includes both non-discretionary advisory services and access to affiliated discretionary separately managed accounts.