Finley Scott is a financial advisor at J.P. Morgan Securities in San Antonio, TX, holding a Series 66 designation. He has one year of industry experience, with prior roles at Charles Schwab, Sellside Group LLC, and JPMorgan Chase Bank, N.A. His background also includes various non-investment positions and short-term engagements outside the financial sector. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm’s advisory program emphasizes written asset allocation advice, manager and fund searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Jeremy Mandel is a financial advisor with Mass Mutual Investors Services in San Antonio, TX, holding a Series 66 designation and 18 years of industry experience. His previous roles include positions at Sequent Planning, LLC and ProEquities, Inc., as well as ongoing involvement with Futurity First Insurance Group since 2013. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, using firm-approved software and structured annual planning engagements.

Douglas Mitchell is a financial advisor with OSAIC in San Antonio, TX, holding Series 63 and Series 66 registrations and 15 years of industry experience. His prior experience includes roles at Securities America Advisors, LPL Financial, CUNA Mutual Group, and Swbc Investment Services. He serves as a board member for Heroes Resource Center, a nonprofit that provides resources to veterans, service members, and their families. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm emphasizes model-based asset allocation and portfolio optimization, and is notable for its scale, consolidation activity, and complex affiliate network.

John Adickes is a financial advisor with Morgan Stanley in San Antonio, TX, holding Series 63 and Series 65 licenses and possessing 28 years of industry experience. His tenure includes roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, as well as prior experience at Citigroup Global Markets from 2000 to 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services that utilize structured discovery processes and analytic tools to model financial outcomes.

Vincent Barron is a financial advisor with Merrill in San Antonio, TX, holding Series 63 and Series 65 licenses and 11 years of industry experience. He previously worked at Raymond James in various roles from 2016 to 2021 before joining Merrill in 2021. Outside of his advisory role, he owns and operates a micro-farm. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Judith Torres is a financial advisor at Merrill with 11 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at Bank of America, N.A. and Merrill since 2016. Outside of her advisory role, she works as a consultant and independent contractor for Pfizer, engaging in medical research and patient consulting. 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 with model-based and discretionary investment strategies.

Pamela Green is a Certified Financial Counselor (ChFC®) with 36 years of industry experience. She has been with MassMutual Investors Services since 2007, serving clients from San Antonio, TX. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers comprehensive financial planning, asset management, and educational seminars, focusing on collaborative, goal-based strategies without discretionary authority over client investments.

Adam Le Win II is a financial advisor with LPL Financial in San Antonio, TX, holding Series 63 and Series 65 credentials and four years of industry experience. His prior work includes roles at Victory Capital Management and Victory Capital Services, along with experience at Karl's Flower and Gift Shop and the University of the Incarnate Word. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individual clients, retirement plans, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by technology tools for operational and research purposes.

George Martinez is a financial advisor at J.P. Morgan Securities in San Antonio, TX, with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities since 2012. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative screens and qualitative research, utilizing forward-looking capital market assumptions and may include ESG considerations.

Christine Powell is a financial advisor with LPL Financial and holds Series 63 and Series 65 licenses. She has 39 years of industry experience, including prior roles at Citigroup Global Markets and Morgan Stanley. Powell has been with LPL Financial since 2010. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, utilizing both proprietary research and third-party strategies, and supports over 22,800 advisors and $819 billion in discretionary assets.

Francis Leidinger is a financial advisor with Mass Mutual Investors Services in San Antonio, TX, holding a Series 66 designation and five years of industry experience. His career includes roles at Eagle Strategies, New York Life Insurance Company, and First Command, as well as 20 years of service in the U.S. Army. Outside of financial services, he is involved in a trucking business and holds an investor position in an oil well venture. 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 offers financial planning, asset management, and educational programs focused on collaborative annual planning and event-driven services.

Steve Rocha II is a financial advisor with Edward Jones in Universal City, TX, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones, he worked at USAA for six years. He serves on the board of the Converse Animal Shelter Inc. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. It offers a wide range of advisory programs and investment strategies through a large nationwide network of financial advisors and branch offices.

Glenn Griffin Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 66 registrations and bringing 25 years of industry experience. Prior to joining LPL Financial in 2017, he worked at Investment Centers of America, Investment Professionals, Inc., and A.G. Edwards & Sons, Inc. In addition to his advisory role, he operates a small seller business on Amazon. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, with advice and account management provided primarily by independent adviser representatives.

Michael Heaney is a financial advisor with Merrill in San Antonio, TX, holding Series 63, 65, and 66 licenses and bringing 16 years of industry experience. He has been with Merrill and its affiliate Bank of America, N.A. since 2016. Merrill, together with Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, providing model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jeffry Woodcock is a CFP®-designated financial advisor with 28 years of industry experience, currently with Ameriprise Financial Services, LLC since 2021. His prior roles include positions at Randolph Brooks, Cuna Brokerage Services, Jeff's Investment Group, Raymond James & Associates, LPL Financial, and USAA Investment Services Company. He is based in Live Oak, TX. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides retirement planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Armando Castillo II is a Series 66 licensed financial advisor with four years of industry experience. He is currently with J.P. Morgan Securities in San Antonio, Texas, having also worked at USAA Life Company and New York Life. Prior to his financial services career, he held positions at Uber and HEB Foods. 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. Its advisory process combines quantitative and qualitative research and includes broader derivatives and commodities capabilities.

Caley Cunningham is a Financial Advisor at Merrill Lynch Wealth Management. In this role, Caley provides financial planning and advisory services to clients, focusing on wealth management strategies. Caley holds a Bachelor's Degree from the University of Texas System.

Bruce Irick is a financial advisor with Merrill in San Antonio, TX, holding Series 66 and Series 63 licenses and two years of industry experience. His prior roles include positions at The Bank of Austin, Texas Partners Bank, and Wells Fargo. He serves as a board member for Central Texas Folds of Honor, a nonprofit providing scholarships for children of military veterans. Merrill, along with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, providing model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jacqueline Von Schulenburg is an International Wealth Advisor at Merrill Lynch Wealth Management. She joined the firm in 2021 and is fully registered, supporting clients with their financial management and investment needs. Jacqueline holds a high school diploma from CUM Centro Universitario Mexico and an associate's degree from the CBM School of Business. She is designated as a Personal Investment Advisor (PIA). She works alongside her father, Manuel H von Schulenburg, leveraging their combined expertise to serve corporate executives, business owners, and their families, focusing on navigating financial markets and international regulations. In her personal time, Jacqueline is involved in family activities such as boating, water sports, and bicycle riding.

Andy Jamieson is a Financial Consultant at Fidelity Investments, where he has been working since 2021. He assists clients and their families in growing and protecting their wealth, making investment decisions, and simplifying their financial lives. Andy aims to build strong relationships with his clients based on trust, reliability, and competency. Andy has extensive experience in the financial industry, having held roles such as Investment Consultant and Investment Solutions Representative at Fidelity Investments from 2018 to 2021, and Financial Advisor at AXA Equitable from 2016 to 2018. His background reflects a consistent focus on investment and financial advisory services. Outside of his professional work, Andy engages in family activities, social events with friends, and volunteering.