Luke Humble is a financial advisor with LPL Financial in San Antonio, TX, holding Series 63 and Series 66 designations and four years of industry experience. His prior work includes roles at Avior Wealth Management and Genesis Wealth Management, as well as entrepreneurial activity as owner of Scooply LLC, a pet waste removal service. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations, through a national network of investment adviser representatives. The firm offers various advisory programs, retirement plan consulting, brokerage services, and integrates model portfolios and research with discretionary and non-discretionary management options.

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 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 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 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 seven years of industry experience. He has worked at Equitable Advisors since 2019 and previously held roles at AXA Advisors, Abilene Glass & Mirror, and Abilene Christian University. 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 a variety of LPL-sponsored programs and endorsed turnkey asset management platforms.

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 with Merrill in San Antonio, TX, holding a Series 66 designation and 11 years of industry experience. His career includes prior roles at JPMorgan Chase Bank NA, JPMorgan Securities LLC, Morgan Stanley, Bank of America, and an earlier tenure at Merrill. Outside of his advisory work, he owns Strozier Enterprises LLC, a property management business. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

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 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 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.

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.