Douglas Schroeder is a financial advisor with Wells Fargo Advisors in San Antonio, TX, holding CFP® and Series 66 credentials and over 20 years of industry experience. His career includes prior roles at Wells Fargo Clearing, Cetera, and LPL Financial. Outside of his advisory work, he owns and manages a financial planning business and several rental properties. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering a broad range of investment and fee-based financial planning services. The firm uses proprietary research and planning tools to deliver tailored recommendations across various financial planning areas, with clients able to choose implementation through multiple brokerage and advisory program options.

Silvia Salle is a financial advisor at Merrill with 13 years of industry experience. She holds a Series 66 designation and has been with Bank of America and Merrill since 2015. Outside of her advisory role, she is an owner of a family rental property business. 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, and institutional investors.

Kyle Tramontano serves as a Financial Advisor with Merrill Lynch Wealth Management in San Antonio, Texas, and is a member of Tramontano & Associates. The team is recognized on the 2026 Barron's "Top 250 Private Wealth Management Teams" list and has also been awarded Forbes "Best-in-State Wealth Management Teams" honors from 2023 through 2026. Kyle is committed to providing personalized wealth planning strategies that align with his clients' unique needs, goals, and values at every stage of life. He holds professional designations as an Accredited Asset Management Specialist (AAMS) and a Personal Investment Advisor (PIA), and earned a bachelor's degree from Texas Christian University. Outside of his professional activities, Kyle engages in various physical pursuits and hobbies such as weightlifting, calisthenics, guitar, snowboarding, and golf.

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 with J.P. Morgan Securities in San Antonio, TX. He holds a Series 66 designation and has two years of industry experience, including prior roles at J.P. Morgan Chase Bank NA. 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.

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 63 and Series 65 licenses and bringing 15 years of industry experience. Her prior roles include positions at Citigroup Global Markets, The Hartford, and USAA Financial Planning Services. Edward Jones is a full-service wealth management firm serving a broad client base, including individual and institutional investors. The firm offers a variety of advisory programs and investment strategies, supported by a large nationwide network of advisors and branch offices.

Laura Hicks is a financial advisor at Merrill with 17 years of industry experience. She holds the Series 66 designation and has been with Merrill Lynch, Pierce, Fenner & Smith, Inc. since 2008. Based in San Antonio, TX, she works within a large institutional firm. 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 designed for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

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. He has seven years of industry experience, including prior roles at AXA Advisors, Abilene Glass & Mirror, and Abilene Christian University. Equitable Advisors serves a broad client base, including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and various asset-management programs. The firm uses a combination of proprietary resources and third-party asset managers to deliver tailored investment solutions.

Joseph Wofford is a financial advisor at Raymond James & Associates with 39 years of industry experience. He holds the Series 63 designation and has been with Raymond James & Associates since 2013. The firm is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets and serving a diverse client base, including individuals, institutions, and municipal entities. Raymond James & Associates offers financial planning, non-discretionary investment consulting, and institutional fiduciary services supported by a nationwide network of advisers.

Roger Riley is a financial advisor at LPL Financial with 42 years of industry experience. His prior roles include positions at Wells Fargo Clearing, Ameriprise, and UBS Financial Services. He holds Series 63 and Series 65 designations. 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.

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.

Peter Copps is an advisor at J.P. Morgan Securities in San Antonio, TX, holding Series 63 and Series 66 licenses. He has one year of industry experience, including prior roles at Charles Schwab and JPMorgan Chase Bank. Before entering the financial industry, he was affiliated with the University of Kansas and worked at the Milwaukee Country Club. 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 in its investment process.

Jason Meyer is a financial advisor with Morgan Stanley Wealth Management based in San Antonio, TX. He holds Series 63 and Series 65 licenses and has 24 years of industry experience. Prior to joining Morgan Stanley Smith Barney in 2009, he worked at Citigroup Global Markets for 11 years. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm provides tailored financial planning and manages approximately $2.74 trillion in client assets through a structured planning process and a broad range of advisory programs.

Derrick Strozier is a financial advisor with Merrill in San Antonio, TX, holding a Series 66 designation and 11 years of industry experience. His prior roles include positions at JPMorgan Securities LLC, JPMorgan Chase Bank NA, Morgan Stanley, and a previous tenure at Merrill. Outside of his advisory work, he owns and manages Strozier Enterprises LLC, a property management business. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations, offering model-based and discretionary investment strategies developed by internal and third-party managers.

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 who holds a Series 66 designation and has three years of industry experience. He has worked at Merrill since 2018 and previously at Bank of America, N.A. since 2025. 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 strategies developed by internal and third-party managers for individuals, high-net-worth clients, and various institutional investors.

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.