Daniel Molina is a Private Wealth Advisor with Merrill Private Wealth Management. He brings 15 years of experience in the financial industry, focusing on areas such as Corporate Executive Services, Institutional Consulting, International Wealth Management, and Tax Minimization. In his role, he aims to tailor strategies that align with the unique needs of each client to help them achieve their financial goals. Molina is fluent in both English and Spanish and serves a diverse clientele. He holds a bachelor's degree from Universidad Panamericana and has earned the Personal Investment Advisor (PIA) designation. Molina is affiliated with professional organizations including Forbes. Outside of his professional work, he has interests in cooking, skiing, and tennis.

Pelham Staples is a financial advisor with J.P. Morgan Securities in San Antonio, TX, holding Series 63, 65, and 66 licenses and 14 years of industry experience. His prior roles include positions at Frost Bank, Hightower Advisors, Bank of America, Merrill, and USAA Group. 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 process.

James Li is a Financial Consultant at Fidelity Investments, where he has been working since 2025. He has been involved in various roles at Fidelity Investments since 2021, including positions as Workplace Planning Consultant I and II, and Regional Center Financial Representative. Throughout his career, James has focused on creating comprehensive financial plans tailored to clients' unique goals, aiming to provide clarity and direction for those seeking dedicated financial advice. James partners with clients to support them in building, protecting, and distributing their wealth. His approach involves helping clients navigate financial planning with a dedicated team to we work towards their objectives effectively. Outside of his professional responsibilities, James is interested in camping, cars, fitness, outdoor adventures, photography, and traveling.

Jennifer Vigil is a financial advisor with Ameriprise in San Antonio, TX, holding a Series 66 designation and three years of industry experience. She previously worked at WIS International from 2015 to 2017. Outside of her advisory role, she is employed by Certainty of Uncertainty, where she manages an advisory business. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with substantial investable assets, delivering written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary retirement-income recommendations through a centralized consulting team.

Melanie Morgan is a financial advisor with Primerica Advisors in San Antonio, TX, holding Series 63 and Series 65 licenses and 24 years of industry experience. She has been associated with Primerica Financial Services since 2002 and PFS Investments since 2006. Outside of her advisory work, she is an author of children's books. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm offers advisory services through a large network of financial advisors, delivering model-based investment strategies supported by third-party asset managers and custodial services.

Parth Rana is a financial advisor with Mass Mutual Investors Services in San Antonio, TX, holding a Series 66 designation and 18 years of industry experience. He has worked at MML Investors Services Inc since 2007 and Massachusetts Mutual Life Insurance Company since 2006. In addition to his advisory role, Rana provides business consulting and exit planning services to help business owners prepare for future sales of their companies. MassMutual 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, emphasizing annual collaborative planning relationships using firm-approved analytical tools.

Robert Courtney is a Series 66-licensed financial advisor with Equitable Advisors in San Antonio, TX. He joined the firm in 2026 and has prior experience at Partners Real Estate and SP Plus, as well as roles during his education at Texas A&M University. Outside of advisory work, he has been involved with Seymour's Garage. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, and charitable organizations with financial planning, retirement consulting, and asset management. The firm uses a network of Investment Adviser Representatives and offers programs including third-party asset managers and LPL-sponsored advisory solutions.

David Zeitz is a financial advisor at Merrill with 41 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Merrill since 2009. He has also been affiliated with Bank of America, N.A. since 2003. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services for 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, and various institutions, supported by internal and third-party portfolio management teams.

Robert Donnelly is a financial advisor with Raymond James & Associates in San Antonio, TX, holding Series 63 and Series 65 designations and with 42 years of industry experience. He has been with Raymond James & Associates since 2013. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional clients, pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and municipal advisory services.

Jonathan Rigby is a financial advisor at Fidelity with 14 years of industry experience. He holds Series 63 and Series 66 designations and has been with Fidelity and its affiliates since 2011. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm uses a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs, and it serves as an advisor to multiple registered investment companies and fund-of-funds.

Louis Ortiz is a financial advisor with Merrill in San Antonio, TX, holding Series 65 and Series 66 licenses and two years of industry experience. Prior to Merrill, he worked at Bank of America and Guggenheim Partners, LLC, and has a background that includes military service with the U.S. Army. Outside of advisory work, Ortiz is president and a board member of the Shams Foundation, a nonprofit established with his wife's involvement, and owns Romantasy Letters, a subscription-based physical letter service. 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 individual, high-net-worth, pension, and charitable clients, supported by internal and third-party managers.

Daniel Nelson is a financial advisor at Merrill with 28 years of industry experience. He holds a Series 66 credential and has been associated with Merrill since 1997, including concurrent service with Bank of America since 2009. Outside of his advisory role, he serves as a committee member of the Louise H. Batz Patient Safety Foundation, focusing on community awareness and fundraising for hospital safety initiatives. Merrill serves a broad range of clients, including individuals, retirement plans, corporations, and institutional clients, offering managed account programs, discretionary portfolio management, and brokerage services. The firm emphasizes manager selection and tax-efficient strategies while leveraging its integration with Bank of America affiliates and capital-markets resources.

Lance Childress is a financial advisor at Morgan Stanley with 32 years of industry experience. He has held roles at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. He holds Series 63 and Series 65 designations and is based in San Antonio, TX. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm provides a variety of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

Steven Smith is a financial advisor with Charles Schwab in San Antonio, TX, holding Series 63 and Series 66 licenses and 27 years of industry experience. He has been with Charles Schwab and Charles Schwab Bank since 2007. 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 using multi-asset model portfolios and maintains a large integrated structure serving hundreds of thousands of clients.

John Nolan is a Financial Consultant currently working at Fidelity Investments, a position he has held since 2020. Prior to this, he served as an Investment Consultant at Fidelity Investments from 2015 to 2019. His background also includes various roles at USAA Financial Planning Services, where he worked from 2008 to 2014, including positions as a Financial Services Group Representative, Financial Advisor, and participating in a Professional Rotation program. John's experience spans a range of financial advisory and investment consulting roles, providing him with a comprehensive understanding of financial planning and client service. His approach involves collaborating with clients to understand their financial situations and lifestyle goals, enabling the creation of tailored financial plans with clear milestones and ongoing adjustments as needed. No information regarding his education, credentials, personal interests, or community involvement was provided.

Jaime Villarreal is an Investment Consultant at Fidelity Investments, a position held since 2026. In this role, Jaime partners with clients to transform their financial goals into actionable plans, focusing on providing clarity and strategic insight. Jaime's professional experience includes previous roles as a Private Client Banker at JP Morgan Chase from 2022 to 2026 and as a Premier Banker at Wells Fargo from 2021 to 2022. This background contributes to a comprehensive understanding of client financial needs and portfolio management. Outside of professional commitments, Jaime engages in activities such as fitness, kayaking, outdoor adventures, and reading.

Edward Nelson is a financial advisor at Raymond James Financial with seven years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America, Merrill, Enterprise Holdings, and the University of Texas at San Antonio. He is also associated with the Security Service Investment Group as a financial advisor in branch. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual and high-net-worth clients, pensions, corporations, and institutions. The firm offers tailored non-discretionary planning using analytical tools and supports institutional consulting and portfolio management across a large advisor network.

Carlos Tovar is a financial advisor with Ameriprise in San Antonio, TX, holding Series 63 and Series 65 licenses and six years of industry experience. His prior roles include positions at JPMorgan Chase Bank, J.P. Morgan Securities LLC, GWN Securities, Inc., and AXA Advisors, LLC. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Logan Sammons is a financial advisor with Morgan Stanley in San Antonio, TX, holding a Series 66 designation and bringing nine years of industry experience. He has been with Morgan Stanley since 2016, including four years at Morgan Stanley Private Bank, N.A. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs, including tailored financial planning supported by firm-approved tools and research.

Leticia Sanchez is a financial advisor with LPL Financial in San Antonio, TX, holding a Series 66 designation and bringing 18 years of industry experience. Her prior work includes roles at Waddell & Reed, Inc. and various insurance carriers serving W&R Insurance Agencies. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by advanced research and operational tools.