Amanda Reyes is a financial advisor at Edward Jones with 14 years of industry experience. She holds a Series 66 designation and previously worked at USAA in various financial planning and investment services roles from 2014 to 2024. Outside of her advisory work, she is the owner of Innovative Portfolio Strategies LLC, a rental property business in Boerne, Texas. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and pension plans. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products through a nationwide network of financial advisors.

Sven Liane is a financial advisor at Fidelity with 30 years of industry experience. He holds the CFP® designation as well as Series 63 and Series 66 licenses. In addition to his advisory role, he engages in part-time executive coaching as a sole proprietor. Fidelity, through its Strategic Advisers division, provides investment management and advisory services to retail and institutional clients, offering discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery. The firm integrates proprietary research with quantitative and algorithmic methods and serves as an advisor to multiple registered investment companies and fund-of-funds.

Mark Temple is a CFP® with 23 years of industry experience, currently serving as a financial advisor at Edward Jones since 2021. His prior roles include positions at AIG Capital Services, American General Life Insurance, and Saybrus Equity Services. 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 discretionary and non-discretionary investment strategies, including separately managed accounts and affiliated mutual funds, and operates under a fiduciary standard.

Jack Putnam is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds Series 66 and Series 63 licenses and previously worked at Fidelity Investments. Outside of finance, he has experience in the hospitality sector, including roles at Bold City Brewery and The Brick Restaurant. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling and centralized due diligence to inform recommendations. The firm applies an ESG eligibility framework and delivers services on a non-discretionary basis, with clients retaining final decision-making authority.

Blas Catalani II is a financial advisor with Wells Fargo Clearing in San Antonio, TX, holding Series 63 and Series 65 credentials and bringing 50 years of industry experience. He previously worked at Hilltop Securities Inc. for 15 years before joining Wells Fargo Clearing in 2022. Catalani serves on the advisory board for Methodist Healthcare Ministries and is an investment committee member for Endeavors, both based in San Antonio. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broader range of financial product offerings, such as insurance-related vehicles and bank deposit sweep options.

Robert Cline Jr. is a financial advisor with Equitable Advisors in Boerne, TX, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Equitable Advisors since 1999, including its predecessor AXA Advisors, LLC. Outside of his advisory role, he owns and manages an accounting practice where he prepares and reviews tax returns. Equitable Advisors serves individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients by providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, utilizing LPL-sponsored programs and endorsed TAMPs to deliver advisory and brokerage solutions.

Bodo Knochenhauer Jr. is a financial advisor with Wells Fargo Clearing in San Antonio, TX, holding a Series 63 designation and 34 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2010 to 2016. Outside of his advisory role, he is involved in managing rental property in Port Aransas, TX. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s investment approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Christian Casillas is a financial advisor with Raymond James Financial in San Antonio, TX, holding a Series 66 designation and one year of industry experience. He has worked with Raymond James Financial and related entities since 2024, as well as Security Service Federal Credit Union since 2022, where he assists with administrative workflow and fixed annuities. Prior to his financial career, he held various roles including positions in the hospitality sector. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base ranging from individuals to institutional clients. The firm offers tailored, non-discretionary planning and consulting supported by analytical tools, and is noted for its municipal advisory affiliation and specialized SIMPLE IRA Employer Advisory & Consulting Services.

George Marin Jr. is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. His career includes 18 years at Citi Personal Wealth Management before joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A. in 2026. He is also a co-owner of a rental property in Lawndale, California, shared with his siblings. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its investment recommendations.

Ivan Valadez is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Chase Bank and J.P. Morgan Securities since 2018, following prior roles at Wells Fargo Clearing and Wells Fargo Advisors. 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 integrates large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Brenda Rocchio is a financial advisor with LPL Financial in San Antonio, TX, holding Series 63, 65, and 66 licenses and 21 years of industry experience. Her prior roles include positions at Raymond James Financial Services, Allstate Financial Advisors, and several other firms. She operates Genesis Wealth Management as a DBA for her LPL business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, with access to model portfolios, third-party subadvisors, and technology-driven investment strategies.

Joshua Mejia is a financial advisor with Merrill, holding a Series 66 designation and three years of industry experience. His prior work includes roles at Bank of America, Medtronic, and Advocates. Merrill, together with its affiliate Managed Account Advisors LLC, 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 for individuals, high-net-worth clients, institutions, and charitable organizations.

Clarence Wooten Jr. is a financial advisor with Primerica Advisors in San Antonio, TX, holding Series 63 and Series 65 licenses and over 41 years of industry experience. He has been with Primerica Advisors since 1984 and Primerica Financial Services since 1982. In addition to his advisory role, he is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, which offers model-delivery strategies and a limited number of 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.

Thomas Valenti is a financial advisor at OSAIC with 13 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at JHFN SII before joining OSAIC in 2018. Valenti is also involved with Platinum Wealth Solutions of Texas, LLC, where he provides investment advice and offers life insurance and annuity products. OSAIC serves a diverse range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated financial services, including brokerage, investment advisory, retirement plan consulting, and access to third-party money managers, utilizing firm-provided asset-allocation tools and automated rebalancing to construct diversified portfolios.

Raul Sandoval is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at several firms, including Pensionmark Financial Group and JPMorgan Chase Bank. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a combination of quantitative asset-allocation modeling and centralized due diligence. The firm applies an ESG eligibility framework and operates within the broader J.P. Morgan broker-dealer and banking organization.

Luis Carrillo is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2022. He has been with Fidelity Investments since 2013, progressing through roles including Financial Consultant, Investment Consultant, and Financial Representative. Prior to joining Fidelity, he worked as a Financial Representative at Northwestern Mutual from 2009 to 2013. Luis's approach to financial consulting emphasizes the importance of creating individualized financial plans. He collaborates with clients to articulate their financial and personal goals and develop comprehensive plans tailored to their unique situations. This collaborative process aims to build strong client relationships based on trust, which he considers essential for addressing clients' evolving financial needs.

Kendall Villarreal is a financial advisor at Fidelity with a Series 66 designation and three years of industry experience. Prior to joining Fidelity, Villarreal worked at HEB and Tomball Ford, and held positions at Texas A&M University and Incarnate Word High School. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary portfolio management, fund advisory, and model portfolio delivery. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction in its investment process.

Nancy Murphy is a financial advisor at Morgan Stanley with 34 years of industry experience. She holds Series 63 and Series 66 designations and has been with Morgan Stanley since 2010. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including customized financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and research.

Mark Osborn is a Series 66 licensed financial advisor with Edward Jones in San Antonio, TX, and has three years of industry experience. Prior to joining Edward Jones in 2023, he worked at HomeSmart and Realty Executives of San Antonio. He was also involved with the San Antonio A&M Club Foundation for eight years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs including discretionary and non-discretionary strategies, access to separately managed accounts and affiliated mutual funds, and operates under a fiduciary standard.

Desmond Daigle is currently the Vice President, Wealth Planner at Fidelity Investments, a position he has held since 2023. He has been with Fidelity Investments since 2013, progressing through various roles including Financial Consultant, Investment Consultant, Relationship Manager, and Retirement Solutions Representative. Throughout his career, Desmond has focused on financial planning and wealth management, assisting clients in navigating major financial decisions and avoiding critical mistakes. He approaches his work with integrity and a servant mindset. Outside of his professional responsibilities, Desmond has interests in concerts, fitness, music as an instrumentalist, outdoor adventures, and parenthood.