Alberto Guajardo Jr. is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities and its affiliated entities since 2016. Outside of his advisory role, he was involved with Antonioluis Foods, LLC from 2018 to 2022. 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 incorporating an ESG eligibility framework in its recommendations.

Lawrence Martin is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities since 2016, following roles at Bank of America and Merrill. 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 services with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

James Lacewell is a financial advisor at Edward Jones in Spring Branch, TX, holding a Series 66 designation with 15 years of industry experience. He has been with Edward Jones since 2010. Outside of his advisory role, he is a care provider for his special needs son. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products, supported by a large national network of advisors and branch offices.

Daniel Trigo is a financial advisor at J.P. Morgan Securities with Series 66 and Series 63 licenses and one year of industry experience. Prior to joining J.P. Morgan Securities, he worked at Charles Schwab and JPMorgan Chase Bank. 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.

Jeffery Price is a CFP®-designated financial advisor at Wells Fargo Advisors with 26 years of industry experience. He has worked at Wells Fargo in various capacities since 2011. Outside of his advisory role, he manages Price Financial Consulting LLC, a separate financial practice. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services utilizing proprietary research and tools, with flexible implementation options through brokerage or advisory programs.

Maria Guhit is a financial advisor with Ameriprise in San Antonio, TX, holding a Series 63 designation and 33 years of industry experience. She has been with Ameriprise and its affiliates since 2005. Outside of her advisory role, she is a full-time employee of Sont1314, LLC, where she manages her advisory business and provides comprehensive financial planning and investment advice. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement, typically with at least $1 million in net investable assets. The firm provides written recommendation reports that address income sources, Social Security options, and tax-smart withdrawal strategies, supported by a centralized consulting team and a combination of research, modeling, and tax-efficiency analysis.

Diego Alvarado is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds a Series 66 designation and has previously worked at Equitable Advisors and various other organizations across different sectors. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering advisory services alongside affiliated brokerage, distribution, and investment management capabilities.

Jackson Hairston is a financial advisor at Fidelity with a Series 66 credential and less than one year of industry experience. He has a background that includes work at Equitable Advisors and academic involvement at Southern Methodist University’s Cox School of Business. Outside of his advisory role, he has experience with the Indian Hill Club and a golf-related venture called Power of the Golf Ball. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including institutional and retail investors, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its advisory roles with registered investment companies and use of systematic methodologies incorporating AI and long-term asset allocation strategies.

Joanna Puder is a financial advisor at Wells Fargo Advisors with 25 years of industry experience. She holds the Series 63 and Series 66 designations and has previously worked at J.P. Morgan Securities LLC, JPMorgan Chase Bank, N.A., Morgan Stanley, and Seattle First Asset Management. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and financial planning services to individuals, trusts, and institutions. The firm provides a broad range of planning services tailored to clients who meet net-worth thresholds, utilizing proprietary research and tools to develop personalized recommendations.

Susana Torres is a financial advisor at Edward Jones with 24 years of industry experience. She holds the Series 63 and Series 65 designations and has worked previously at firms including Victory Capital Management, Fidelity Brokerage Services, Charles Schwab, and USAA Financial Advisors. Outside of her advisory role, she is involved in a secondhand sales business in San Antonio. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of advisory programs and investment solutions, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.

Julio Martinez is a financial advisor at J.P. Morgan Securities with a Series 66 credential and one year of industry experience. His prior work includes positions at Merrill, Bank of America, and JPMorgan Chase Bank. He has held roles outside finance, including associations with Hispanic organizations and a university in San Antonio, TX. 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.

Anne Hamon is a Series 66-licensed financial advisor with Wells Fargo Clearing in San Antonio, TX. She joined Wells Fargo in 2026 and has prior experience at WellMed Medical Management, Valero Energy Corporation, PwC, and the University of Notre Dame. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Mark Lopez is a CFP® professional with 27 years of industry experience. He is currently with Charles Schwab, where he has worked since 2020. Prior to that, he was employed at USAA Investment Management Company and USAA Financial Advisors Inc. Mark holds Series 63 and Series 65 licenses. Charles Schwab & Co., Inc. serves a large client base primarily consisting 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 combination of non-discretionary and discretionary investment options using multi-asset model portfolios and maintains an integrated operational structure with centralized custody and order-routing.

Rene Soliz III is a financial advisor at LPL Financial with 10 years of industry experience. He previously worked at Edward Jones for six years before joining LPL Financial in 2022. Outside of his advisory role, he serves as a board member for a non-profit networking group. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and a variety of retirement and brokerage services.

Joshua Garcia is a financial advisor at Merrill with a Series 66 designation and seven years of experience in the industry. His prior work includes positions at Woodforest National Bank and Bank of America. Merrill, along 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 plans, corporations, and charitable organizations.

Antonio Diaz is a financial advisor with Merrill in San Antonio, TX, holding a Series 66 designation and eight years of industry experience. His work history includes roles at H&R Block and Bank of America, with a current tenure at Merrill since 2016. Outside of his advisory duties, he is connected to SpeechWizards LLC, a family-held business focused on speech pathology and therapy operated by his spouse. 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 plans, corporations, and charitable organizations.

Rogelio Torres Jr. is a financial advisor with Ameriprise, holding a Series 66 designation and five years of industry experience. He previously worked at Raymond James & Associates and JPMorgan Chase & Co. Outside of his advisory role, he is involved in managing an advisory business through a dual advisor program with RBFCU. Ameriprise provides retirement-income planning services targeting individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to generate tailored recommendations delivered in partnership with its financial advisors. The firm also offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Aracely Corpus is a financial advisor at LPL Financial in San Antonio, TX, holding Series 63 and Series 65 credentials with four years of industry experience. Prior to joining LPL Financial, she worked at Waddell & Reed, Inc., Albert Torres, and Northside ISD. She is also involved with Mica42 LLC, a non-investment related business entity. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management along with model portfolios and research support.

Trevor Yannutz is a financial advisor at Edward Jones in San Antonio, TX, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones in 2025, he was self-employed for two years and worked for the San Antonio Police Department for six years. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a wide range of segments. The firm offers various advisory programs, including discretionary and non-discretionary strategies, and manages approximately $1.01 trillion in assets through a large nationwide network of financial advisors and branch offices.

Kristina Recker is a financial advisor at UBS Financial Services with 27 years of industry experience. She holds Series 63 and Series 66 designations and has worked at UBS since 2015, with prior roles at Merrill and Bank of America. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, using proprietary research and model-based asset allocations to tailor financial plans. The firm combines institutional trading capabilities with wealth management services and offers a broad range of products and capital markets services.