Steven Perez is a financial advisor at Charles Schwab with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Charles Schwab since 2021, following several years at USAA in various financial advisory and investment roles. He is based in San Antonio, TX. Charles Schwab & Co., Inc. serves a large client base primarily consisting 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 both non-discretionary advisory and discretionary separately managed accounts, utilizing multi-asset model portfolios and alternative investment options with centralized custody and operational support.

Linda Hernandez is a Financial Consultant at Fidelity Investments, a role she has held since 2024. Prior to this, she served as a Planning Consultant at Fidelity Investments from 2021 to 2023. Her professional experience includes positions as an Investment Representative at Cuellar & Associates, LLC, and JP Morgan Chase, as well as roles in investment sales and service at Victory Capital and data analytics at JP Morgan Chase. Linda's expertise spans financial consulting, planning, investment representation, and data analytics. She is dedicated to simplifying the financial planning process for clients by guiding them through each step and addressing their concerns. She values building long-term relationships with clients to help them develop and implement financial plans aligned with their financial goals. Outside of her professional work, Linda has interests in fitness, military service, and running.

Yazmin Flores is a financial advisor at J.P. Morgan Securities with three years of industry experience. She holds Series 63 and Series 66 licenses and has worked at JP Morgan Chase Bank and BBVA prior to her current role. 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 its Wealth Advisors. The firm delivers these services alongside affiliated brokerage and investment management capabilities.

Christopher Hall is a financial advisor with LPL Financial, holding a Series 66 designation and 16 years of industry experience. His prior roles include positions at Pontem LLC, Llah LLC, various insurance carriers with W&R Insurance Agencies, and Waddell & Reed, Inc. He has an active involvement in non-variable insurance activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory programs, financial planning, and retirement consulting services, offering both discretionary and non-discretionary management supported by research and model portfolios.

Nicholas Paveglio is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He holds Series 63 and Series 66 registrations and has been with J.P. Morgan Securities since 2014. J.P. Morgan Securities LLC provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm delivers advisory services alongside affiliated brokerage and investment management capabilities.

Brisa Gonzales is a CFP®-designated financial advisor with Raymond James Financial, based in San Antonio, TX, and has three years of industry experience. Her prior roles include work at Beneficent Financial and Momentum Independent Network Inc. Outside of her advisory work, she is involved with Beneficent Financial in a non-investment capacity. 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, pension plans, corporations, and institutions. The firm offers tailored, non-discretionary planning and consulting using advanced analytical tools and supports municipal and public-finance work through its affiliation with a municipal advisor.

Ernest Mendoza is a financial advisor with Raymond James Financial in San Antonio, TX, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked with Raymond James since 2006 and also leads Richard Mendoza Wealth Services, where he serves as CEO. Outside of his advisory role, he manages a business providing office support services including equipment and telecommunications. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm emphasizes tailored, non-discretionary planning using analytical tools and supports municipal and public-finance work through a unique municipal advisor affiliation.

Oscar Elizalde III is a financial advisor at Equitable Advisors with one year of industry experience. He holds a Series 66 designation. Prior to joining Equitable Advisors, he worked at American Income Life and held various roles in education and other sectors. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement plan support, and access to asset management through third-party managers. The firm employs a hybrid referral and implementation model, offering both advisory and brokerage services tailored to client goals and risk tolerance.

Roel Gonzales is a financial advisor with Wells Fargo Clearing in San Antonio, TX, holding Series 63 and Series 65 licenses and having 25 years of industry experience. His prior roles include positions at JP Morgan Securities LLC and JP Morgan Chase Bank. Outside of financial services, he co-owns a cleaning services business with his spouse. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. Their approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options in their investment menus.

Stanley Cunningham is a financial advisor with Edward Jones in New Braunfels, TX, holding Series 63 and Series 66 licenses and possessing 43 years of industry experience. He has been with Edward Jones since 1982. Cunningham is involved with a charitable organization in New Braunfels. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment options. The firm is notable for its extensive network of advisors and branches, as well as affiliated services including a trust company and proprietary mutual funds.

Brian Thompson is a financial advisor at Edward Jones in San Antonio, TX, with four years of industry experience. He previously worked at Wells Fargo for nine years before joining Edward Jones in 2022. Thompson holds the Series 66 designation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, along with affiliated mutual funds and fiduciary advisory services.

Michael Lanning is a financial advisor with Charles Schwab in San Antonio, TX, holding Series 63 and Series 65 licenses. He has 28 years of industry experience, with prior roles at USAA Investment Management Company, USAA Financial Planning Services, USAA Financial Advisors, Inc., and USAA Life Insurance Company. Lanning has been with Charles Schwab and Charles Schwab Bank since 2020. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm combines non-discretionary client advisory with access to discretionary separately managed accounts, using multi-asset model portfolios and a centralized operational structure.

Jared Rawson is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Charles Schwab and USAA. 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 brokerage and investment management capabilities.

Noah Acevedo is a Senior Financial Advisor at Merrill Lynch Wealth Management, specializing in providing sophisticated financial strategies to address diverse client needs throughout their financial lifetime. With a focus on family wealth management, LGBT wealth planning, personal retirement planning, and managing new wealth, Noah offers comprehensive guidance that includes wealth management, education and retirement planning, banking services, credit and lending solutions, as well as business-related financial strategies. Noah has been a financial advisor since 1996 and has been active in the financial services industry since 1984. He holds a Master’s and a Bachelor’s degree from the University of the Incarnate Word. He is a fully registered Senior Financial Advisor with multiple FINRA registrations (Series 7, 6, 63, and 65), holds a Health, Life, and Long Term Care Insurance License, and is a licensed Personal Investment Advisor (NMLS# 620721). Fluent in both English and Spanish, Noah emphasizes a collaborative planning approach tailored to help clients pursue their financial goals. In addition to his professional responsibilities, Noah participates in community volunteering inspired by Merrill Lynch’s tradition of community involvement. His personal interests include reading, traveling, and writing.

Felipe Sanchez is a financial advisor with LPL Financial based in San Antonio, TX, holding a Series 66 designation and 15 years of industry experience. Prior to joining LPL Financial in 2021, he worked for Waddell & Reed, INC. and various insurance carriers for W&R Insurance Agencies from 2010 to 2021. Sanchez is involved in a business entity, Pharos Wealth Strategies, which operates as a DBA related to his LPL business activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning services, and brokerage solutions, utilizing both discretionary and non-discretionary management supported by internal and third-party research, along with various innovative portfolio management options.

Jaime Chavez Llerenas is a financial advisor with LPL Enterprise LLC, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. His career includes roles at Ameriprise, Pruco Securities, Prudential Insurance Company of America, Mass Mutual Life Insurance Company, and Intercontinental Wealth. He is also involved in a non-variable insurance agency based in San Antonio, TX. LPL Enterprise serves a diverse range of clients, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory, and brokerage services. The firm utilizes an integrated platform combining adviser programs with financial product sales and access to third-party asset managers and model portfolios.

Stephen Breig is a Certified Financial Planner® with 28 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors. He has been with Wells Fargo Advisors and its predecessor entities since 2014. Breig owns and operates Breig Wealth Partners, LLC, an investment-related business based in San Antonio, TX. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including specialized areas such as business-owner transition and sports & entertainment planning, utilizing Wells Fargo research and tools to develop tailored client recommendations.

Michael Jones is a financial advisor at LPL Financial with 27 years of industry experience. He holds a Series 66 designation and has worked at several firms, including NEXT Financial Group, CUSO Financial Services, Cetera Advisors, and Mtj Wealth Management. 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 and services, including financial planning, retirement plan consulting, and model portfolio management.

Juan Canales is a financial advisor at Charles Schwab with 13 years of industry experience. He holds the Series 63 and Series 65 licenses. Prior to joining Charles Schwab, he worked at USAA in various roles from 2016 to 2022. Outside of his advisory work, he co-owns a personal rental property with his spouse. Charles Schwab 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 combines non-discretionary advisory relationships with access to affiliated discretionary SMAs and offers a multi-asset model portfolio investment approach.

Jack Wimer is a financial advisor with Wells Fargo Advisors in San Antonio, TX, holding a Series 66 designation and 18 years of industry experience. He has worked with Wells Fargo Advisors and related entities since 2009 and operates Wimer Leadership, a consultancy in business since 1988. Outside of advising, he hosts a podcast under his ownership of Second100Miles. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser providing investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including niche areas such as business-owner transition and special-needs analysis, using Wells Fargo research and tools to develop tailored client recommendations.