Charles Linn Jr. is a financial advisor with Merrill in San Antonio, TX, holding Series 63, 65, and 66 licenses and 13 years of industry experience. His prior roles include positions at Northern Trust, BlackRock, and Cetera Investment Services. 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 model-based and discretionary strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Luke Humble is a financial advisor with LPL Financial in San Antonio, TX. He holds Series 63 and Series 66 licenses and has four years of industry experience. Prior to his current role, he worked with Avior Wealth Management and Genesis Wealth Management. Outside of advising, he is the owner of Scooply LLC, a pet waste removal business. 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 financial planning and asset management services, utilizing both proprietary and third-party strategies, and supports its network of over 22,000 advisors with advanced research and operational tools.

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.

Silvia Salle is a financial advisor at Merrill with 13 years of industry experience. She holds a Series 66 designation and has been with Bank of America and Merrill since 2015. Outside of her advisory role, she is an owner of a family rental property business. 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Kyle Tramontano serves as a Financial Advisor with Merrill Lynch Wealth Management in San Antonio, Texas, and is a member of Tramontano & Associates. The team is recognized on the 2026 Barron's "Top 250 Private Wealth Management Teams" list and has also been awarded Forbes "Best-in-State Wealth Management Teams" honors from 2023 through 2026. Kyle is committed to providing personalized wealth planning strategies that align with his clients' unique needs, goals, and values at every stage of life. He holds professional designations as an Accredited Asset Management Specialist (AAMS) and a Personal Investment Advisor (PIA), and earned a bachelor's degree from Texas Christian University. Outside of his professional activities, Kyle engages in various physical pursuits and hobbies such as weightlifting, calisthenics, guitar, snowboarding, and golf.

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 at Edward Jones in San Antonio, TX, with 15 years of industry experience. She holds Series 65 and Series 63 licenses and previously worked at Citigroup Global Markets, The Hartford, and USAA Financial Planning Services. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a large network of advisors and branch offices nationwide.

Laura Hicks is a financial advisor at Merrill with 17 years of industry experience. She holds the Series 66 designation and has been with Merrill Lynch, Pierce, Fenner & Smith, Inc. since 2008. Based in San Antonio, TX, she works within a large institutional firm. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies designed for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Thomas De Luna is a Series 66 licensed financial advisor with 17 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and previously held positions at Chase Investment Services Corp. and USAA Investment Services Company. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. Its advisory process combines quantitative screening and qualitative research to develop model asset allocations, with an ESG eligibility framework incorporated into recommendations.

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.

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 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.

Derrick Strozier is a financial advisor with Merrill in San Antonio, TX, holding a Series 66 designation and 11 years of industry experience. His prior roles include positions at JPMorgan Securities LLC, JPMorgan Chase Bank NA, Morgan Stanley, and a previous tenure at Merrill. Outside of his advisory work, he owns and manages Strozier Enterprises LLC, a property management business. 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. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations, offering model-based and discretionary investment strategies developed by internal and third-party managers.

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.

Brent Sandstrom is a financial advisor with Merrill who holds a Series 66 designation and has three years of industry experience. He has worked at Merrill since 2018 and previously at Bank of America, N.A. since 2025. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary strategies developed by internal and third-party managers for individuals, high-net-worth clients, and various institutional investors.

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.

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, USAA Financial Advisors Inc., and Chase Investment Services Corp. He is based in San Antonio, TX. 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 portfolio programs, third-party asset management, and institutional platforms, supported by technological tools and a large network of over 22,800 advisors.

Ian Chase is a CFP® with 14 years of industry experience, currently serving as a financial advisor at Raymond James Financial in San Antonio, TX. He has been associated with Raymond James Financial Services Advisors Inc. and Raymond James Financial Services Inc. since 2025, and has prior experience at Ingenuity Financial Services and Commonwealth Financial Network dating back to 2011. Outside of his advisory role, Chase is involved in managing a rental real estate property, handling loan servicing and property management duties. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional investors. The firm uses tailored, non-discretionary planning and risk profiling tools to support client goals and offers specialized advisory programs including municipal and public finance services.

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.