James Angell is a financial advisor with Merrill in San Antonio, TX, holding Series 63 and Series 66 credentials and over 25 years of industry experience. He has worked at Merrill since 2009 and has been with Bank of America, N.A. since 1991. Angell serves as an advisory board member for Tarrytown United Methodist Church of Austin, providing volunteer guidance on governance and operating matters. Merrill, alongside its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm delivers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

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.

Daniel Walker is a CFP® with 26 years of experience currently serving at Charles Schwab in San Antonio, TX. His prior experience includes roles at USAA Investment Management Company and USAA Financial Advisors, with a career spanning over two decades in financial planning and advisory services. Outside of his advisory work, he owns and manages two rental properties. Charles Schwab & Co., Inc. serves a large client base primarily composed of high‑ and ultra‑high‑net‑worth individuals through its Schwab Wealth Advisory wrap fee program and related financial planning services. The firm combines non‑discretionary advisory relationships with access to discretionary managed accounts, providing multi‑asset model portfolios and alternative investment options supported by centralized supervision and custody.

Bree Soileau is a Series 66 licensed financial advisor with Edward Jones in San Antonio, TX, with two years of industry experience. She previously worked for Alamo 180 for 12 years. Outside of her advisory role, she is a co-owner of a fitness gym in San Antonio and operates an online swim service. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a broad range of households and organizations. The firm offers a wide array of investment advisory programs and maintains a large national network of advisors and branch offices.

Jasmine Ramirez is a financial advisor with J.P. Morgan Securities in San Antonio, TX, holding a Series 66 license and ten years of industry experience. Her work history includes roles at J.P. Morgan Securities since 2015 and Aramark Corporation from 2018 to 2019. Outside of finance, she owns an e-commerce business focused on dropshipping consumer products and works part-time as a shopper for Shipt. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset allocation advice, manager searches, and customized performance reporting through a model that combines quantitative analysis with centralized due diligence.

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.

Martin Portillo is a financial advisor at Merrill with six years of industry experience. He holds a Series 66 designation and has prior work experience at Bank of America, Texas Regional Bank, Wells Fargo, and Aetna Insurance. Outside of his advisory role, he is the owner and operator of Portillo Entertainment LLC, a photo booth business based in San Antonio, TX. 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 to individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

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.

Jessie Gonzaga is a financial advisor with Primerica Advisors in San Antonio, TX, holding Series 65 and Series 63 licenses and five years of industry experience. Prior to joining Primerica and its affiliate PFS Investments Inc., Jessie worked in healthcare roles at University Health and Methodist Hospital. Outside of advisory work, Jessie is involved in the sales of loan products and home-related services through affiliated companies. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients, utilizing model-driven strategies and support from third-party managers and custodians. The firm operates nationally with thousands of advisors and offices, focusing primarily on retail investors rather than institutional portfolios.

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.

Edward Fabela is a financial advisor with J.P. Morgan Securities in San Antonio, TX, holding Series 63 and Series 66 credentials and seven years of industry experience. His career includes multiple roles at J.P. Morgan Securities and JPMorgan Chase Bank, N.A., as well as prior positions at Bank of America and Merrill. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling combined with centralized due diligence. The firm applies an ESG eligibility framework in its investment recommendations and offers services on a non-discretionary basis.

Roland Gayatin is a financial advisor with Primerica Advisors in San Antonio, TX, holding Series 65 and Series 63 licenses with four years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2021. Outside of his advisory role, he is involved with Oblate Missions, an affiliation dating back over two decades. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm uses model-driven investment strategies and supports accounts with custodial and trade execution services provided by Pershing.

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.

Jaime Arredondo is a financial advisor with Charles Schwab, holding a Series 66 designation and 19 years of industry experience. He has worked at Charles Schwab Bank, SSB and Charles Schwab & Co., Inc. since 2020 and previously held roles at USAA Investment Management Company and USAA Financial Advisors, Inc. from 2007 to 2020. 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 related managed-account and financial planning services. The firm offers a combination of non-discretionary advisory models alongside access to discretionary separately managed accounts, supported by centralized supervision, custody, and operational resources.

Caley Cunningham is a financial advisor with Merrill in San Antonio, TX, holding a Series 66 designation and seven years of industry experience. Prior to joining Merrill, Cunningham worked at the University of Texas at Austin and Heb. 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 strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Bruce Irick is a financial advisor at Merrill with two years of industry experience. He holds the Series 66 and Series 63 licenses and previously worked 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 that provides scholarships for children of military veterans. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services through the Select Portfolio Solutions Program to a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm utilizes model-based and discretionary investment strategies constructed by internal and third-party managers, along with strategic asset allocation and tax-aware options.

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.

Yoshia Hence is a financial advisor with Cetera, holding the ChFC® designation and Series 63 and 66 licenses, with 11 years of industry experience. Prior to joining Cetera, he worked at Foresters Financial and had roles at Lyft and Uber. He serves as the alumni chapter secretary for the University of Alabama National Alumni Association in San Antonio. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, retirement plan, charitable, and institutional clients through a nationwide network of independent advisors. The firm provides portfolio management, financial planning, retirement services, and access to third-party money managers, operating a multi-manager platform with diverse program options and custodial relationships.

Amanda Collins is a CFP® with seven years of industry experience, currently affiliated with Wells Fargo Clearing since 2016. She holds a Series 66 license and serves as a notary public in Victoria, TX. Collins is also a co-owner of Collins Cottages LLC, a business involving rental property management. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute.