Mary Canales is a financial advisor with OSAIC in San Antonio, Texas, holding a Series 63 license and bringing 38 years of industry experience. She previously worked at Lincoln Financial Securities Corporation for 13 years before joining OSAIC in 2025. Outside of her advisory role, she is also an insurance agent offering disability insurance, equity-indexed annuities, fixed annuities, and traditional life insurance. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated advisors, providing integrated brokerage and investment advisory services, financial planning, and access to third-party money managers. The firm employs a variety of asset-allocation tools and supports both discretionary and non-discretionary portfolio management.

Brenda Garza is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. She previously worked at J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A. from 2016 to 2022 and has five years of experience at South Texas College. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a broad client base that includes individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Antony Prokopiou is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. He previously worked at First Republic Bank and SmartBiz before joining Merrill in 2021. He is also the owner of Meauxkopiou LLC, a limited liability company based in California. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a wide range of clients including individuals, high-net-worth individuals, pension plans, charitable organizations, and corporate fiduciaries.

Amanda Perkins is a financial advisor with Merrill in San Antonio, TX, holding Series 63 and Series 66 licenses and five years of industry experience. She has worked at Bank of America and Huntington National Bank and is also affiliated with Western Governors University. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a variety of model-based and discretionary investment strategies to individuals, high-net-worth clients, and institutional investors. The firm integrates with Bank of America’s broader corporate platform, providing access to a wide range of products and services.

Sheila Tondre is an Investment Management Consultant II at Fidelity Investments, where she focuses on developing comprehensive financial plans tailored to each client's unique goals. She emphasizes a collaborative process that fosters strong client relationships and trust, which she considers essential to addressing clients' evolving financial needs. Sheila has accumulated extensive experience in financial consulting and wealth management, having worked as a Financial Consultant at Fidelity Investments since 2022. Prior to this role, she served as a Private Client Advisor at J.P. Morgan Securities LLC from 2019 to 2022 and as a Wealth Management Advisor at TIAA from 2015 to 2019. Outside of her professional work, Sheila engages in activities such as biking, family activities, fitness, parenthood, running, and volunteering.

Andrew Renteria is a financial advisor with J.P. Morgan Securities in San Antonio, TX, holding Series 63 and Series 66 licenses and eight years of industry experience. His prior roles include positions at Bank of America/Merrill Lynch and JPMorgan Chase Bank, N.A. Outside of his advisory work, he is a co-owner of a family-run business unrelated to investment management. 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 an ESG eligibility framework. The firm operates within the broader J.P. Morgan organization and offers a range of registered products and strategies through its Institutional Consulting Services program.

Shelby Bracho is a Financial Advisor affiliated with Merrill Lynch Wealth Management. In this role, Shelby collaborates directly with clients to develop personalized investment strategies aligned with their individual goals and life circumstances. Shelby provides ongoing advice and works to adapt clients' portfolios as their situations evolve. Shelby specializes in helping clients manage a variety of financial priorities, including purchasing a home, saving for education, caring for elderly family members, and planning for healthcare needs. Shelby holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) professional designations. Shelby earned a Bachelor's Degree from the California State University System.

Giovanni Corona Hernandez is a financial advisor with Merrill based in San Antonio, TX, holding a Series 66 designation and one year of industry experience. He has previously worked at Bank of America, N.A., and has held roles in educational and retail settings. Outside of his advisory duties, he serves as a director for Limitless Education Inc., a nonprofit focused on college readiness and outreach. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Javier Gonzalez Jr. is a financial advisor with J.P. Morgan Securities in San Antonio, TX, holding Series 63 and Series 65 licenses and 18 years of industry experience. He has worked at J.P. Morgan Chase Bank and JPMorgan Securities since 2018, and previously held roles at BBVA Wealth Solutions, BBVA Securities, BBVA Compass Insurance Agency, and COMPASS Bank from 2014 to 2018. 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 a select group of Wealth Advisors. The firm combines institutional advisory operations with brokerage, distribution, and investment management capabilities, delivering recommendations on a non-discretionary basis.

James Eller is a financial advisor with LPL Financial in San Antonio, TX, holding a Series 63 designation and 40 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC for a combined 13 years before joining LPL Financial in 2022. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a diverse client base, including individuals, retirement plans, banks, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios, third-party research, and technology-driven investment strategies.

Joseph Dubrof is a financial advisor at Morgan Stanley with 30 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Morgan Stanley since 2009, including time with Morgan Stanley Private Bank, National Association. Outside of his advisory role, he is involved in private investments and serves as managing partner or president of several investment-related entities. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutional clients, emphasizing tailored financial planning supported by firm-approved tools and structured discovery conversations. The firm manages approximately $2.74 trillion in client assets and provides both direct and employer-sponsored financial planning services.

Luis Hernandez is a financial advisor with Morgan Stanley in San Antonio, TX, holding Series 63 and Series 66 licenses and 15 years of industry experience. His prior work includes positions at Frost National Bank, Frost Brokerage Services, and Frost Investment Services. Hernandez has been with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2024. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers diverse financial services through its extensive network of advisors.

Christopher Flannery is a financial advisor at Merrill with 29 years of industry experience. He has been with Merrill since 1992 and holds Series 63 and Series 66 licenses. Flannery serves on several advisory boards, including the San Antonio College Financial Management Service Committee and the San Antonio Sports Foundation. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, and institutional investors.

Jacqueline Murie Garcia is a financial advisor at Morgan Stanley in San Antonio, TX, holding a Series 66 designation. She has five years of experience at Morgan Stanley and previously worked five years at Capital Group. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individual and institutional clients, offering tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and delivers planning services both directly and through corporate agreements.

Nicholas Agostino is a CFP® professional with 14 years of industry experience, currently affiliated with Cetera. His career includes roles at multiple Cetera entities and the Summit Financial Group. He also serves as a FINRA arbitrator on a per-hearing basis. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform with access to affiliated and third-party managers.

Ashleigh Henderson is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. She has worked at Bank of America, N.A. and Merrill since 2022. Prior to her financial services career, she spent five years at Camp Gladiator and has experience in property management and the food service industry. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, and other institutional investors.

Harold Leonard is a financial advisor at Thrivent Investment Management with 19 years of industry experience. He holds the Series 66 designation and has worked with Thrivent Financial For Lutherans and Thrivent Investment Management since 2007. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based analyses covering a wide range of planning topics, combining planning with managed-account programs under a consolidated billing option while keeping the services separate.

Samuel House is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has worked at Morgan Stanley and its affiliated entities since 2009. Outside of his advisory role, he serves as a board member for the Lutheran Foundation of Texas, a charitable organization. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, including customized financial planning supported by firm-approved tools and investment strategies. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through employer-sponsored agreements.

Julia Petersen is a financial advisor at Edward Jones in San Antonio, TX, holding Series 65 and Series 63 licenses with 14 years of industry experience. Prior to joining Edward Jones in 2026, she worked at Capital Group/Capital Client Group, Inc. for five years and American Funds for six years. 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 advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Genoveva Luna is a financial advisor with Morgan Stanley in San Antonio, Texas, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. She has been with Morgan Stanley Smith Barney since 2010. Outside of her advisory role, she is involved with Elite Marine Upholstery, a boat upholstery and canvas repair business owned by her spouse. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and market-based models to assist clients in developing financial plans.