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.

Derrick Strozier is a financial advisor at Merrill with 11 years of industry experience and holds the Series 66 designation. He has previously worked at JPMorgan Chase Bank NA, JPMorgan Securities LLC, Morgan Stanley, Bank of America, and Merrill. Outside his advisory role, he owns and manages Strozier Enterprises LLC, a property management business. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, and institutional investors.

Brent Sandstrom is a financial advisor with Merrill in San Antonio, TX, holding a Series 66 designation and three years of industry experience. He has been with Merrill since 2018 and also has experience at Bank of America, N.A. Since 2016, he has held various roles including positions at Arizona State University and Oasis Outsourcing. 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 wide range of clients including individuals, high-net-worth clients, and corporate fiduciaries. The firm is integrated with Bank of America’s broader platform, enabling access to diverse financial products and services.

Paul Greer is a financial advisor with Morgan Stanley in San Antonio, TX, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His career includes roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, as well as prior experience with Citigroup Global Markets beginning in 1994. Outside of his advisory work, he is involved in managing a property leasing business in San Marcos, Texas. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools to support its clients' financial goals.

Jorge Cantu is a financial advisor with LPL Financial, holding a Series 66 designation and 17 years of industry experience. His prior roles include positions at SWBC Investment Company, Victory Capital, and USAA Financial Advisors. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm provides a range of advisory programs, financial planning, and retirement consulting, offering both discretionary and non-discretionary management supported by research and model portfolios.

Ian Chase is a CFP® with 13 years of industry experience, currently affiliated with Raymond James Financial Services Advisors Inc. since 2025. He has a background that includes 14 years at Commonwealth Financial Network and has been involved with Ingenuity Financial Services since 2011. Outside of his advisory role, he is involved in property management and loan servicing for a rental real estate business. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and charitable organizations. The firm emphasizes non-discretionary financial planning and investment consulting, utilizing asset allocation analysis and firm research to develop tailored recommendations.

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 Ellerbee is a financial advisor at Edward Jones in San Antonio, TX, holding a Series 66 designation. She has six years of industry experience, including prior roles at Frost Bank and John West Therapy Services. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a range of advisory and investment solutions, supported by a nationwide network of over 23,000 financial advisors. The firm offers discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, affiliated mutual funds, and operates under a fiduciary standard.

Randal Boggs is a financial advisor at Morgan Stanley with 41 years of industry experience. He holds the Series 63 and Series 65 designations. His career includes roles at Citigroup Global Markets since 1993 and Morgan Stanley since 2009, currently serving in Morgan Stanley Private Bank, National Association. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individual and institutional clients. The firm provides tailored financial planning services supported by structured discovery processes and firm-approved tools, managing approximately $2.74 trillion in client assets.

Christian Rivera is a financial advisor at Edward Jones in San Antonio, TX, holding a Series 66 designation with six years of industry experience. Prior to joining Edward Jones in 2019, he worked at Sherwin Williams and held various roles at Texas Tech University and Enterprise Rental Car. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,000 financial advisors and 15,000 branch offices.

Jacob Washburn is a financial advisor with Fidelity Investments in San Antonio, TX, holding Series 63 and Series 66 licenses and having six years of industry experience. His prior roles include positions at Raymond James Financial Services, Southwestern Investment Advisory Services, and the Gonzalez Wealth Team. Outside of finance, he has experience with Andy's Sprinkler & Drainage and Favor Delivery. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm is noted for its work with multi-manager fund structures, model portfolios, and use of AI-driven research tools.

Bradley Bates is a financial advisor at LPL Financial with 18 years of industry experience. He holds a Series 66 designation and has previously worked at Next Financial Group Inc and Wayland Baptist University. Outside of his advisory role, he is involved in tax preparation and accounting through Riverside Consulting LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and model portfolios.

Ignacio Aguirre Mijares is a Financial Advisor at Merrill Lynch Wealth Management, where he joined in December 2022. He has been working in the financial services industry since 2021, focusing on building meaningful client relationships and delivering strategic financial solutions. Ignacio specializes in areas such as college education planning, family wealth management strategies, international wealth management, legacy planning, liquidity management, managing new wealth, portfolio management services, sports and entertainment, tax minimization, and retirement income. He holds the Accredited Asset Management Specialist (AAMS) designation and earned a Bachelor of Business Administration degree from the University of Texas at San Antonio. Originally from Torreón, Coahuila, Mexico, Ignacio is fully bilingual in English and Spanish. Outside of his professional work, he enjoys cooking, traveling, and spending time with his family, as well as participating in sports including football, soccer, golf, and tennis.