Jeremy Porcha is a financial advisor with Charles Schwab, holding Series 63 and Series 66 designations and eight years of industry experience. His work history includes roles at Charles Schwab Bank and Charles Schwab & Co., Inc., as well as prior experience at Enterprise Holdings and Savannah State University. Charles Schwab & Co., Inc. 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 offers a combination of non-discretionary and discretionary investment guidance, utilizing multi-asset model portfolios and access to alternative investments.

Monalisa Maldonado is a Series 66 credentialed financial advisor with five years of industry experience. She is currently with J.P. Morgan Securities in San Antonio, TX, having previously worked at Bank of America, Merrill, and Equitable Advisors. 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.

Carlos Camarillo is a financial advisor with Osaic Wealth, Inc. based in San Antonio, TX. He holds the Series 66 designation and has eight years of industry experience. His prior work includes positions at Royal Alliance Associates, INC. and Summit Electric Supply. Camarillo serves as parliamentarian for the Clark Athletic Booster Club, advising on procedural and bylaw matters. Osaic Wealth, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage, investment advisory services, financial planning, and access to third-party money managers through a large network of affiliated advisors.

John Miller is a ChFC® and holds a Series 66 license, currently serving as a financial advisor at LPL Financial with six years of industry experience. His prior roles include positions at Cetera Wealth Services and Minnesota Life. Miller is also a board member of the Gonzales County Wildlife Management Association, a nonprofit organization. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations. The firm offers a range of advisory programs and financial planning services supported by research and multiple investment management options.

Mark Weinandt is a financial advisor at Edward Jones in San Antonio, TX, with three years of industry experience. Prior to joining Edward Jones, he served 30 years in the United States Air Force. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory and investment solutions, supported by a nationwide network of financial advisors and branch offices.

Pablo Sotomayor is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and 15 years of industry experience. His prior roles include positions at Corient and Intercontinental Wealth Advisors LLC. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals. The firm provides multiple investment implementation options, including proprietary and third-party strategies, tailored to client objectives.

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.

Steven Gallegos is a financial advisor at Ameriprise with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Ameriprise and Ameriprise Financial Services, Inc. since 2016. Outside of his advisory role, he serves as a Business Development Manager and member of the Mesquite Investment Committee for SONT1314 LLC, where he provides financial planning advice and product training. Ameriprise is a large institutional firm offering a retirement-income planning service for clients approaching or in retirement, typically serving those with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary retirement recommendations.

Kevin Bueker is a financial advisor at Charles Schwab with Series 63 and Series 66 credentials and three years of industry experience. His work history includes roles at Charles Schwab & Co., Inc., Charles Schwab Bank, Texas Regional Bank, and Amegy Bank. He is also president of Rock Solid Teaching, a corporation focused on K-12 financial literacy training and education, though it is not currently active. Charles Schwab & Co., Inc. serves a large client base primarily composed 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 a combined advisory and brokerage platform with a client model that includes both non-discretionary advisory services and access to affiliated discretionary separately managed accounts.

Alexander Dean is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds a Series 66 credential and has previous work experience that includes roles in education and various customer service and management positions. 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 large institutional advisory operations with multiple market-facing registrations and functions.

Abraham Guzman is a Series 66 licensed financial advisor at J.P. Morgan Securities with 11 years of industry experience. He has worked at J.P. Morgan Chase Bank and J.P. Morgan Securities since 2020 and previously spent 15 years with Bank of America and Merrill. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using quantitative asset-allocation modeling and centralized due diligence. The firm applies an ESG eligibility framework in its recommendations and operates within the broader J.P. Morgan broker-dealer and banking organization.

Jeffery Bruton is a financial advisor with Edward Jones in San Antonio, TX, holding a Series 66 credential and two years of industry experience. Prior to joining Edward Jones in 2023, he worked at Twin Eagle Solutions, Blackstar Fiber, Apache Corporation, and Oncor Electric Delivery. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Jennifer Lyssy is a financial advisor with Wells Fargo Advisors in San Antonio, TX, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. She has worked with Wells Fargo entities since 2010. Outside of her advisory role, she serves as treasurer for the Harlingen High School Girls Soccer Booster organization. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, employing proprietary research and tools to develop tailored recommendations, with clients deciding whether and how to implement them through various brokerage or advisory programs.

Erica Serrano is a financial advisor with Merrill in San Antonio, TX, holding Series 63 and Series 65 credentials and 12 years of industry experience. She has worked at Merrill since 2019, following previous roles at J.P. Morgan Securities LLC and Charles Schwab. 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, pension plans, corporations, and charitable organizations.

Steven Damiani is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 66 and Series 63 licenses and bringing 36 years of industry experience. He has worked with Security Service Investment Group and Security Service Federal Credit Union since 2018, where he serves as Vice President and Program Manager for the Credit Union investment program. Prior to this, he was with Emerson Equity LLC and SENSUS Wealth Management Group, LLC. 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, pension plans, corporations, and institutions. The firm provides non-discretionary planning tailored to client goals and supports municipal and public finance work, among other specialized advisory services.

Meliza Brecht is a financial advisor with J.P. Morgan Securities in San Antonio, TX, holding Series 63 and Series 66 licenses and four years of industry experience. Her prior roles include positions at Morgan Stanley, Wealth Watch Advisors, and Frost Brokerage/Frost Bank. She also manages a personal residential rental business. 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 in its recommendations.

Patricia McGurn is a financial advisor with Primerica Advisors in San Antonio, TX, holding Series 63 and Series 65 credentials and 29 years of industry experience. She has been with Primerica Advisors since 1998 and operates R-McGurn & Assoc. Inc., a firm formed solely for Primerica business purposes. McGurn also engages in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors manages a wrap-fee asset management program serving primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm employs model-delivery strategies from unaffiliated asset managers and provides custody and trade execution through Pershing, overseeing approximately $15.5 billion in assets under management.

Maureen Garcia is a financial advisor at Primerica Advisors with nine years of industry experience. She holds Series 65 and Series 63 licenses and has worked across various healthcare and wellness organizations, including Normandy Terrace and Ensign, Parklane West Healthcare Center. Primerica Advisors serves primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm offers a wrap-fee asset management program using model-delivery strategies managed by unaffiliated asset managers and provides advisory services through a large network of financial advisors.

Hector Tafoya is a Series 66 licensed advisor at J.P. Morgan Securities with 10 years of industry experience. His career includes roles at Kovack Advisors, Inc. and Kovack Securities, Inc. before joining J.P. Morgan Chase Bank and J.P. Morgan Securities in 2018. 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 to support customized investment solutions.

John White II is a financial advisor with Ameriprise in Canyon Lake, TX, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His prior roles include positions at LPL Financial, Gulf Credit Union, and CUNA Mutual Insurance Society, where he worked for two decades. He is also the owner of jpwsquared LLC, an advisory business. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations. The firm delivers a broad range of advisory, brokerage, and insurance solutions through its institutional platform.