Jorge Camero is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with firms including Victory Capital Management and USAA Financial Planning Services. He is based in New Braunfels, Texas. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, offering non-discretionary asset allocation advice, investment manager searches, and customized performance reporting supported by centralized due diligence and a combination of quantitative and qualitative research.

Patrick Schultz is a financial advisor with Primerica Advisors in San Antonio, TX, holding Series 65 and Series 63 credentials and bringing 26 years of industry experience. He has worked concurrently with PFS Investments Inc. and Primerica Financial Services since 1999 and was employed by Harlandale Independent School District from 2008 to 2025. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, along with corporate and charitable clients. The firm employs model-driven strategies managed by third-party asset managers and offers a range of investment approaches, supported by custodial and trade execution services from Pershing and BNY Mellon Advisors.

Cedric Edwards Sr. is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He previously worked at Edward Jones for 22 years and Stifel Independent Advisors for four years before joining LPL Financial. Edwards has a side business involved in investment-related activities through MC Edwards Investments LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individual investors, 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, supporting advisors with various tools and strategies.

Danielle Lichtenberger is a CFP®-certified financial advisor with 27 years of industry experience. She is currently with Charles Schwab, where she has worked since 2020, and previously held roles at USAA Financial Advisors and TD Ameritrade. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program and related managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment advice, supported by multi-asset model portfolios and a centralized operational structure.

Paul Lewis is a CFP®-designated financial advisor with 10 years of industry experience. He is currently with UBS Financial Services and previously worked at Charles Schwab Bank, Charles Schwab & Co., Inc., and Morgan Stanley. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm delivers advisory work using proprietary capital market assumptions and research to tailor plans according to clients’ goals and risk tolerances.

Ben Pruett is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2001. He has been with Fidelity Investments since 1993, beginning as a Financial Representative III before advancing to his current role. With over two decades of experience at the firm, he works with clients to assist them in pursuing their financial goals. Ben emphasizes building long-term relationships with his clients and their families, recognizing that each client has unique circumstances and needs. He utilizes the breadth of resources available at Fidelity to support his clients effectively. No information about his education, credentials, personal interests, or community involvement has been provided.

Michael Jordan is a financial advisor at Edward Jones with 15 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, as well as affiliated mutual funds and other specialized services under a fiduciary standard.

Taylor Lipsit is a financial advisor with Primerica Advisors in San Antonio, TX, holding Series 65 and Series 63 licenses and two years of industry experience. Lipsit has been with Primerica Advisors since 2023 and previously worked at Primerica Financial Services starting in 2021. Outside of finance, Lipsit has experience in the nutrition and wellness industry as well as in education. Primerica Advisors serves primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable organizations. The firm manages a wrap-fee asset management program that utilizes model-driven investment strategies and operates at scale with thousands of advisors and billions in assets under management.

Kassandra Gonzalez is a financial advisor with J.P. Morgan Securities in San Antonio, TX. She holds Series 63 and Series 65 licenses and has two years of experience at J.P. Morgan Securities, following eight years at JP Morgan Chase. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm offers non-discretionary asset allocation advice, investment manager searches, and customized performance reporting supported by centralized due diligence and a combination of quantitative and qualitative research.

Michael Corales is a Series 66-licensed financial advisor with 13 years of industry experience. He is currently with Ameriprise in San Antonio, Texas, and previously worked at firms including Wells Fargo Bank, TLWM Financial, LPL Financial, Edelman Financial Engines, Securities America Advisors, and td ameritrade. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides retirement planning advice focused on income stability and tax-efficient withdrawal strategies. The firm’s approach combines proprietary investment research, third-party data, and algorithmic tools, with recommendations implemented collaboratively by clients and their advisors.

Angel Barra is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds a Series 66 designation and has previously worked at Citigroup Global Markets, Victory Capital Management, and JPMorgan Chase Bank. Outside of his advisory role, he works as a rideshare driver for both Uber and Lyft. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s advisory process blends quantitative and qualitative research to offer written asset allocation advice, investment manager searches, and customized performance reporting.

Luis Farret is a financial advisor with Morgan Stanley, holding a Series 66 designation and bringing 27 years of industry experience. His prior roles include positions at Merrill and Bank of America. He is the owner of Apollo FO LLC, a business related to the automotive and transportation sector. Morgan Stanley Wealth Management serves individual and institutional clients with various advisory programs, emphasizing structured financial planning supported by firm-approved tools and analysis from its Global Investment Committee.

Roberto Rivera is a financial advisor at UBS Financial Services based in San Antonio, TX. He holds the Series 63 and Series 65 designations and has one year of industry experience. Prior to joining UBS, he held positions including roles at CS Diana Martinez LLC and Texas A&M International University. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings. The firm combines institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor financial plans to clients’ goals and risk tolerances.

Angel Cantu is a Series 66 licensed financial advisor with Equitable Advisors in San Antonio, TX, bringing one year of industry experience. Prior to this, he held roles at Bill Miller B-B-Q and The University of Texas at San Antonio. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party investment solutions.

David Williams is a financial advisor at J.P. Morgan Securities in San Antonio, TX, holding a Series 66 credential with three years of industry experience. His prior roles include positions at Fidelity Brokerage Services and Fidelity Investments, as well as entrepreneurial ventures such as founding David Williams Health & Fitness and involvement with Fashionsensored.com. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting supported by centralized due diligence and a combination of quantitative and qualitative research.

Sara Ortiz is a financial advisor at Ameriprise with 21 years of industry experience. She holds a Series 66 designation and has been with Ameriprise and its affiliate firms since 2016. Outside of her advisory role, Ortiz engages in freelance English-Spanish translation and editing work. Ameriprise offers a retirement-income planning service designed for individuals nearing or in retirement who meet certain asset criteria. The firm uses a centralized consulting team and combines research, modeling, and tax-efficiency analysis to provide tailored, written recommendation reports, primarily for clients with Ameriprise-managed accounts.

German Valladares Alvarenga is a financial advisor at J.P. Morgan Securities with a Series 66 designation and four years of industry experience. His prior work history includes roles at Wells Fargo Clearing Services, Wells Fargo Bank, Deglace & Associates Financial Services, and Real Estate Problems Solvers LLC. He is based in San Antonio, TX. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting within a non-discretionary program. The firm combines quantitative and qualitative research to support its advisory process and offers broader derivatives and commodities capabilities relative to many institutional advisory programs.

Debra Piercy is a CFP® professional with 29 years of experience in the financial services industry. She is currently with Wells Fargo Advisors, joining the firm in 2023 after seven years at Wells Fargo Clearing and eight years at Banc Of America Investment Services, Inc. Piercy has ownership interests in several business ventures, including Piercy-Whitt Wealth Management Group LLC and Pivot Point, LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options and integrates advisory services with other financial products across a large network of financial advisors.

Scott Werner is a financial advisor with Mass Mutual Investors Services in San Antonio, TX, holding the ChFC® designation and Series 63 and 66 licenses. He has 26 years of industry experience, including prior roles at Metlife Securities Inc., New England Securities, and Equitable Advisors. Outside of advising, he is an independent insurance agent and a partner in MPSW Enterprises, LLC. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, focusing on collaborative annual planning relationships without discretionary investment authority as part of the advisory services.

Asefa Wetzel is a financial advisor with Equitable Advisors in San Antonio, TX, holding a Series 66 designation and having one year of industry experience. Prior to joining Equitable Advisors, Wetzel held various roles including positions at Frontline Financial Services and university-related services. Outside of advising, Wetzel works as a driver for DoorDash. Equitable Advisors serves a wide range of clients including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives, using both proprietary and third-party advisory models.