Donovan Fikes is a financial advisor with Mass Mutual Investors Services in San Antonio, TX, holding Series 63 and Series 65 credentials and 25 years of industry experience. He has been with MML Investors Services, Inc. and Mass Mutual Life Insurance Company since 2000. Outside of advisory work, he consults on spinal cord injury life issues based on over two decades of personal experience as a quadriplegic. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers ongoing financial planning, asset management, and educational seminars, using firm-approved software to deliver written recommendations tailored to client goals.

Douglas Schroeder is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2024. He previously worked with Wells Fargo Clearing and WELLS FARGO Advisors, LLC. 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, offering a broad range of planning services tailored to clients who meet specific net-worth criteria.

Silvia Salle is a financial advisor with Merrill in San Antonio, TX, holding a Series 66 designation and over 13 years of industry experience. She has worked at Bank of America and Merrill since 2015. Outside of her advisory role, she is an owner in a family-run rental property business. Merrill provides managed account services through the Select Portfolio Solutions program, serving a broad range of clients including individuals, high-net-worth clients, pension plans, and charitable organizations. The firm offers model-based and discretionary investment strategies integrated with Bank of America’s broader corporate platform.

Kyle Tramontano is a Financial Advisor at Merrill Lynch Wealth Management, having joined Tramontano & Associates in 2022. He focuses on understanding each client's unique goals, priorities, and aspirations to develop personalized financial strategies. His approach emphasizes building meaningful relationships and helping clients manage their financial futures and care for their loved ones. Kyle holds a Bachelor's Degree from Texas Christian University and has earned the Accredited Asset Management Specialist (AAMS) and Personal Investment Advisor (PIA) designations. Outside of work, he spends time engaging in weightlifting, calisthenics, and golfing.

Elsa Cranford is a financial advisor with Edward Jones in Garden Ridge, TX, holding Series 63 and Series 66 registrations and bringing 21 years of industry experience. She has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of over 23,700 advisors and offers a range of advisory programs with both discretionary and non-discretionary strategies under a fiduciary standard.

Luke Simisky is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds the Series 66 designation and has prior work experience at J.P. Morgan Chase Bank NA. J.P. Morgan Securities primarily serves 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 to provide investment advice on a non-discretionary basis.

Elizabeth Olney is a financial advisor at Edward Jones with eight years of industry experience. She holds the CFP®, ChFC®, and Series 66 designations. Prior to joining Edward Jones in 2017, she worked at Tremmel Design Group from 2015 to 2017. Outside of her advisory role, Olney is involved with Mitera Design. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

John De Marigny is an International Wealth Advisor at Merrill Lynch Wealth Management with more than 40 years of experience in financial advice and services directed towards affluent families and individuals. He has spent his career working with both institutional and individual clients, specializing in areas such as family wealth management strategies, international wealth management, liquidity management, portfolio management services, individual and corporate investment strategy, and retirement income. John holds a Bachelor of Science in International Business, a Bachelor of Arts in Spanish, and a Master of Business Administration in Finance, all from the University of Texas in Austin. He began his career in 1985, initially focusing on institutional bank portfolio management before transitioning to work with individual clients. John is fluent in both English and Spanish. Outside of his professional work, John enjoys swimming, practicing yoga, gardening, tennis, writing, and spending time with his family. He is married and has two grown daughters.

Doris Maule is a financial advisor with Edward Jones in San Antonio, TX, holding Series 65 and Series 63 licenses and 15 years of industry experience. She previously worked at Citigroup Global Markets and USAA Financial Planning Services. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Laura Hicks is a Series 66 registered advisor with Merrill in San Antonio, TX, bringing 17 years of industry experience. She has worked with Merrill Lynch, Pierce, Fenner & Smith, Inc. since 2008. Merrill provides managed account services through the Select Portfolio Solutions program, serving a broad client base including individuals, high-net-worth clients, and institutional investors. The firm integrates model-based and discretionary investment strategies and offers access to a wide range of products within the Bank of America corporate platform.

Thomas De Luna is a Series 66 licensed financial advisor at J.P. Morgan Securities with 16 years of industry experience. He has been with J.P. Morgan Securities since 2012. 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 select group of Wealth Advisors. The firm delivers its program on a non-discretionary basis, combining large institutional advisory operations with multiple market-facing registrations.

David Chandler is a financial advisor with Equitable Advisors in San Antonio, TX, holding Series 63 and Series 65 licenses and having six years of industry experience. He has been with Equitable Advisors since 2019, following prior roles at AXA Advisors, Abilene Glass & Mirror, and Abilene Christian University. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charities, and institutions. The firm offers financial planning, brokerage, insurance, and access to third-party asset management programs, operating as both an SEC-registered investment adviser and a broker-dealer.

Joseph Wofford is a financial advisor with Raymond James & Associates in San Antonio, TX, holding a Series 63 designation and 38 years of industry experience. He has been with Raymond James & Associates since 2013. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and asset-allocation analyses, serving a broad client base including high-net-worth individuals and municipal clients.

Roger Riley is a financial advisor with LPL Financial in San Antonio, TX, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC for a combined total of 11 years. Outside of his advisory role, he is involved with Tranquilo Bay #7, LLC, a business entity for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of financial planning and advisory services, utilizing model portfolios, strategic research, and advanced technologies.

Alfonso Lopez Yanez is an International Wealth Advisor and Senior Vice President at Merrill Lynch Wealth Management. With over 31 years of experience, he specializes in advising clients and their families on wealth management and estate planning needs. Alfonso began his career as an International Representative with Barrington International Corporation in Georgetown, Grand Cayman, and has held positions at Merrill Lynch Wealth Management and UBS International. He graduated from South West Texas State University with a Bachelor of Business Administration and a marketing degree. In 2016, Alfonso obtained his Senior Portfolio Advisor qualification through the firm's Investment Advisory Program. His customized wealth management services include portfolio management, securities-based lending, wealth transfer and legacy planning, and banking services with Bank of America, N.A. Alfonso speaks English and Spanish, and he is involved in his community through Holy Trinity Catholic Church and the Food Bank. He balances his professional career with personal interests such as chess, golfing, horseback riding, reading, swimming, traveling, watching movies, and spending time with his family.

Jason Meyer is a financial advisor with Morgan Stanley in San Antonio, TX, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and has a background with Citigroup Global Markets dating back to 1998. Morgan Stanley Wealth Management is a registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets.

Derrick Strozier is a financial advisor at Merrill with 11 years of industry experience and holds the Series 66 designation. He has previously worked at JPMorgan Chase Bank NA, JPMorgan Securities LLC, Morgan Stanley, Bank of America, and Merrill. Outside his advisory role, he owns and manages Strozier Enterprises LLC, a property management business. 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.

Yvonne Trevino is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. She holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities LLC since 2016. The firm 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. Their services are delivered on a non-discretionary basis by a select group of Wealth Advisors, with clients retaining final decision-making authority.

Brent Sandstrom is a financial advisor with Merrill in San Antonio, TX, holding a Series 66 designation and three years of industry experience. He has been with Merrill since 2018 and also has experience at Bank of America, N.A. Since 2016, he has held various roles including positions at Arizona State University and Oasis Outsourcing. 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 clients, and corporate fiduciaries. The firm is integrated with Bank of America’s broader platform, enabling access to diverse financial products and services.

Sergio Jimenez is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds Series 63 and Series 66 designations. His prior experience includes roles at Edward Jones and Equitable Advisors LLC. 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 recommendations.