Quintin Bononcini is a financial advisor with J.P. Morgan Securities in San Antonio, TX, holding a Series 66 designation and six years of industry experience. He has worked at JPMorgan Chase Bank and J.P. Morgan Securities since 2019 and previously was employed at Paesanos. Bononcini also serves as an analyst in the Texas Army National Guard, a position he has held since 2015. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a quantitative asset-allocation approach combined with centralized due diligence. The firm includes an ESG eligibility framework in its investment recommendations and operates within the broader J.P. Morgan organization, offering access to a wide range of products including security-based swaps and futures.

Tammy Tyree is a financial advisor with Morgan Stanley in San Antonio, TX, holding Series 63 and Series 65 licenses. She has 32 years of industry experience, including 17 years with Morgan Stanley Smith Barney and 26 years with Citigroup Global Markets. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individuals and institutions, managing approximately $2.74 trillion in client assets and providing customized financial planning through its Financial Advisors and Estate Planning Strategies Group.

Taylor Gould is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds a Series 66 designation and has previously worked at Citigroup Global Markets and Citibank. Gould is based in San Antonio, TX. 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 institutional advisory operations with brokerage and investment management capabilities.

Kaisa Holloway Cripps is a financial advisor at J.P. Morgan Securities with Series 63 and Series 66 credentials and one year of experience at the firm. Her prior work includes positions in academic institutions such as Schreiner University and the University of Massachusetts Dartmouth, as well as roles with nonprofit organizations including the Buttonwood Park Zoological Society. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, utilizing quantitative asset-allocation modeling and centralized due diligence to deliver customized performance reporting and investment recommendations.

Juan Carlos Bustos Mares serves as a Private Wealth Advisor with Merrill Private Wealth Management, specializing in the Spanish-speaking markets within the USA and internationally. He brings over 15 years of experience to his role, providing tailored financial strategies designed to meet the unique needs of clients across borders. Juan Carlos is fluent in both English and Spanish, which supports his ability to serve a diverse client base effectively. He holds a master's degree in finance and economics from ITESM University, Mexico City, and a bachelor's degree from the same institution. His expertise spans a broad spectrum of financial services, including corporate executive services, executive compensation, family wealth management strategies, institutional consulting, international wealth management, and tax minimization strategies. He also holds the Personal Investment Advisor (PIA) designation. Outside of his professional activities, Juan Carlos enjoys playing tennis, traveling, and volleyball.

Diane Marcus is a Series 66 licensed financial advisor with 17 years of industry experience. She has worked at Citi for 11 years and Ameriprise Financial Services for one year before joining Edward Jones in 2023. 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 including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

James Hamilton is a financial advisor at Charles Schwab with 17 years of industry experience. He holds a Series 66 designation and has worked at Charles Schwab since 2020, following a decade at USAA in various financial planning and advisory roles. Outside of his financial career, Hamilton serves as an Operations Officer in the Texas Army National Guard, overseeing a battery of 75 soldiers. Charles Schwab serves a large client base, 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 offers a combination of non-discretionary investment guidance and access to discretionary separately managed accounts within an integrated operational structure.

Clayton Munal is a financial advisor with LPL Financial in San Antonio, TX, holding a Series 66 designation and nine years of industry experience. His prior roles include work with Waddell & Reed Inc and involvement with BNI-Ambassadors of Success, where he also served as a nonprofit board member. Munal is a co-owner of Texas Treasures & Unique Finds, an investment-related business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, and supports diversified strategies with research from internal and third-party sources.

Stefano Rosellini is a financial advisor with Raymond James & Associates in San Antonio, TX, holding a Series 66 designation and four years of industry experience. Before joining Raymond James in 2022, he worked for nine years with the North East Independent School District. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional investors, and municipal entities, offering financial planning and consulting services through various advisory programs and leveraging a wide range of investment strategies.

Jeffery Moore is a financial advisor at LPL Financial with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at UBS Financial Services Inc. Outside of his advisory role, he is the owner and president of Xpectmoore Delivery LLC, an Amazon delivery service partner company. 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 retirement plan consulting, utilizing model portfolios, research, and technologies such as machine learning to support diversified investment strategies.

Curtis Appleton is a financial advisor at J.P. Morgan Securities in San Antonio, TX, holding Series 66 and Series 63 credentials with one year of industry experience. His prior work includes positions at Charles Schwab & Co., Inc. and JPMorgan Chase Bank, N.A. J.P. Morgan Securities primarily serves institutional clients and retirement plan sponsors, providing investment consulting and advisory services that emphasize quantitative asset-allocation modeling and centralized manager due diligence, with an ESG framework integrated into its investment recommendations.

Eric Wilkins is a financial advisor with J.P. Morgan Securities in San Antonio, TX, holding Series 63 and Series 66 designations and four years of industry experience. Prior to joining J.P. Morgan in 2025, he worked at Fidelity in various advisory and brokerage roles from 2021 to 2025. Outside of his advisory work, he operates an online e-commerce store selling second-hand goods. J.P. Morgan Securities 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 an ESG eligibility framework.

Paul Foley Jr. is a CFP® with 29 years of industry experience, currently serving as a financial advisor at LPL Financial since 2021. His prior experience includes roles at River Crossing POA, The Lighthouse Team LLC, and Waddell & Reed, Inc. Additionally, he is a managing member of The Lighthouse Team LLC, formed alongside his tenure at Waddell & Reed. 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 representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management supported by model portfolios, research, and advanced technology solutions.

Kelly Welker is a financial advisor with LPL Financial in San Antonio, TX, holding a Series 63 designation and 27 years of industry experience. His prior roles include positions at Sagepoint Financial and independent insurance sales. He operates Renaissance Wealth Management Group of Texas LLC, a business related to his advisory activities. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a broad network of investment adviser representatives. The firm offers diverse advisory programs, financial planning, and retirement consulting, utilizing model portfolios and research from internal and third-party sources.

Richard Johnson serves as a Wealth Management Advisor at Merrill Lynch Wealth Management. He is the lead Financial Advisor on a multi-generational team dedicated to providing customized financial strategies tailored to clients' needs. With over 25 years of experience, Richard utilizes resources from Merrill Lynch and the banking conveniences of Bank of America to build comprehensive and long-lasting relationships with clients. His expertise encompasses areas such as college education planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management services, and retirement income. Richard holds the CERTIFIED FINANCIAL PLANNER (CFP) designation and is a Personal Investment Advisor (PIA). He earned his Bachelor's Degree from Texas A&M University System. Outside of his professional role, Richard enjoys cooking, fishing, golfing, and spending time with his family.

Ty Hodges is a financial advisor with LPL Financial, holding CFP® and Series 66 credentials and having 20 years of industry experience. He worked at Spc and Sigma Financial Corporation from 2014 to 2023 before joining LPL Financial. Outside of his advisory role, he is involved with Hodges Wealth, LLC, a business entity used for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients including individuals, retirement plans, banks, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, supported by research and model portfolios from LPL Research and third-party subadvisors.

Laura Anderson is a financial advisor at Edward Jones in New Braunfels, TX, holding a Series 66 designation with 15 years at the firm and four years of industry experience. 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 strategies. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of more than 23,700 financial advisors.

Margaret Walker is a financial advisor at Merrill with 25 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Merrill since 2009. Her prior experience includes a long tenure at Bank of America, N.A. Outside of her advisory role, she serves on the Board of Trustees for the United Way of San Antonio and is Vice Chairman and Endowment Campaign Co-Chair of the Witte Museum. She is also a board member of Saint Luke's Episcopal School’s Endowment Board and acts as a guardian of an incapacitated person. 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 a diverse client base including individuals, institutions, and charitable organizations.

Phillip Jackson is a financial advisor at LPL Financial with nine years of industry experience. He holds the Series 66 designation and has previously worked at Sigma Planning Corporation, Sigma Financial Corporation, and Edward Jones. Outside of his advisory role, he has been a volleyball coach with the Alamo Volleyball Association since 2011. LPL Financial serves a diverse client base including individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios, research, and technology to support discretionary and non-discretionary asset management.

Andrew Becerra is a financial advisor at Merrill with Series 63 and Series 66 credentials and four years of industry experience. His prior roles include positions at J.P. Morgan Securities and Bank of America. Outside of his advisory work, he participates as a bass player in the worship teams at Familia Church and Summit Christian Center, and works as an Uber Eats driver. 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 offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.