Kassandra Gonzalez is a financial advisor at J.P. Morgan Securities with Series 65 and Series 63 licenses and two years of industry experience. She has been with J.P. Morgan Securities LLC since 2024 and previously worked at JPMorgan Chase from 2016 to 2024. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Michael Corales is a Series 66-licensed financial advisor with 13 years of industry experience. He is currently with Ameriprise in San Antonio, Texas, and previously worked at firms including Wells Fargo Bank, TLWM Financial, LPL Financial, Edelman Financial Engines, Securities America Advisors, and td ameritrade. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides retirement planning advice focused on income stability and tax-efficient withdrawal strategies. The firm’s approach combines proprietary investment research, third-party data, and algorithmic tools, with recommendations implemented collaboratively by clients and their advisors.

Angel Barra is a financial advisor with J.P. Morgan Securities in San Antonio, TX, holding a Series 66 designation and 11 years of industry experience. His prior roles include positions at Citigroup Global Markets and Victory Capital Management. Outside of finance, he has worked as a rideshare driver for Uber and Lyft. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its investment recommendations.

Roberto Rivera is a financial advisor at UBS Financial Services based in San Antonio, TX. He holds the Series 63 and Series 65 designations and has one year of industry experience. Prior to joining UBS, he held positions including roles at CS Diana Martinez LLC and Texas A&M International University. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings. The firm combines institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor financial plans to clients’ goals and risk tolerances.

Angel Cantu is a financial advisor at Equitable Advisors with one year of industry experience. He holds a Series 66 designation and has a diverse background that includes roles at Bill Miller B-B-Q and The University of Texas at San Antonio. Equitable Advisors serves a broad mix of individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, offering 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 a broker-dealer, working extensively with program sponsors and third-party managers to deliver advisory and brokerage solutions.

David Williams is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds a Series 66 designation and has worked at Fidelity Brokerage Services and Fidelity Investments prior to joining his current firm. Outside of finance, Williams has been involved with a health and fitness business and operated an online fashion site. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager and fund searches, and customized performance reporting through its Institutional Consulting Services program.

Sara Ortiz is a financial advisor at Ameriprise with 21 years of industry experience. She holds a Series 66 designation and has been with Ameriprise and its affiliate firms since 2016. Outside of her advisory role, Ortiz engages in freelance English-Spanish translation and editing work. Ameriprise offers a retirement-income planning service designed for individuals nearing or in retirement who meet certain asset criteria. The firm uses a centralized consulting team and combines research, modeling, and tax-efficiency analysis to provide tailored, written recommendation reports, primarily for clients with Ameriprise-managed accounts.

German Valladares Alvarenga is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds the Series 66 designation and has worked at JPMorgan Chase Bank, N.A., Wells Fargo Clearing Services LLC, and Wells Fargo Bank, N.A. Prior to his current roles, he was employed at Deglace & Associates Financial Services Inc/Tax Network Group and Real Estate Problems Solvers LLC. 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 recommendations.

Debra Piercy is a CFP®-certified financial advisor with 29 years of industry experience, currently affiliated with Wells Fargo Advisors in Little Rock, AR. She has worked within various Wells Fargo entities since 2009. Outside of her advisory role, she holds ownership interests in multiple local businesses, including Piercy-Whitt Wealth Management Group LLC and Pivot Point, LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services supported by Wells Fargo research and tools, serving clients who meet specific net-worth criteria.

Scott Werner is a financial advisor with Mass Mutual Investors Services, holding the ChFC® designation and Series 63 and 66 licenses. He has 25 years of industry experience, including prior roles with MetLife Securities Inc. and MassMutual Life Insurance Company. Outside of financial advising, Werner is an independent insurance agent and a partner in MPSW Enterprises, LLC. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, employing firm-approved software and collaborative planning approaches.

Asefa Wetzel is a financial advisor at Equitable Advisors with a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors, Wetzel held various roles including positions at the University of Wyoming and Frontline Financial Services. Outside of advising, Wetzel works as a delivery driver for DoorDash. 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 and LPL programs. The firm employs a hybrid referral and implementation model and offers both advisory and brokerage/insurance services to its clients.

Madison Ramirez is a Series 66 licensed financial advisor at Edward Jones with six years of industry experience. Prior to joining Edward Jones, Madison worked at the University of Texas and held positions with Bless Your Heart and the North East Independent School District. Madison is based in San Antonio, TX. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory programs and maintains a large nationwide network of financial advisors and branch offices.

Keifer Guizard is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds a Series 66 credential and has previously worked at SoFi Securities LLC and SoFi Lending Corp. Outside of finance, he was involved in operating a pressure washing business. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm’s approach combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Adam Spencer is a financial advisor with J.P. Morgan Securities in San Antonio, TX, holding Series 66 and Series 63 credentials and four years of industry experience. Prior to his current role, he worked for ten years at Chester's Hamburgers. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Michael Dubensky is a financial advisor with LPL Financial in San Antonio, TX, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He previously worked at USAA Financial Planning Services and USAA Financial Advisors Inc for 11 years. Outside of his advisory role, he is involved with Genesis Wealth Management as a DBA for his LPL business. LPL Financial serves individuals—including high-net-worth and non-HNW clients—retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and various specialized investment strategies.

Taerikk Perry is a financial advisor with Ameriprise in San Antonio, TX, holding a Series 66 designation and five years of industry experience. He has been with Ameriprise since 2019 and previously worked with i9 Sports and Love to Swim School. Perry serves on the Board of Directors for Restore Education, a nonprofit organization. Ameriprise Financial Services is a large diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning that includes a written Recommendation Report and ongoing tax-aware withdrawal strategies focused on dependable income sources.

James Mc Anelly is a financial advisor with Edward Jones in Boerne, TX, holding a Series 66 designation and 17 years of industry experience. He has been with Edward Jones since 2008. 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 through a broad network of more than 23,700 financial advisors and offers a range of advisory programs and investment solutions under a fiduciary standard.

Justin Temple 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 previously at Bank of America, Merrill, and Broadway Wealth Solutions. Outside of his advisory career, he was involved with Flo's LLC and served at St. Mary's University. 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 team of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities.

John Contreras is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He has worked at J.P. Morgan Securities since 2018 and was previously employed at Capital Group from 2016 to 2018. He holds the Series 66 designation. J.P. Morgan Securities provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, focusing on asset-allocation advice, investment manager searches, and customized performance reporting. The firm combines quantitative modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

Daniel Guerrero is a Financial Advisor at Merrill Lynch Wealth Management. He partners with clients to deliver comprehensive wealth management and planning solutions, focusing on creating personalized strategies tailored to individual goals and priorities. Daniel works with a diverse client base, including corporate executives, families managing wealth, new wealth owners, small business owners, and individuals in sports and entertainment. His approach involves developing comprehensive financial strategies by utilizing a range of services such as investing, banking, and lending to help clients achieve their financial objectives. He holds a Bachelor's Degree from the University of Texas System and the Personal Investment Advisor (PIA) designation. Outside of his professional responsibilities, Daniel has interests in basketball, cooking, football, golfing, hunting, skiing, and traveling.