Bruno Montes De Oca is a financial advisor at Raymond James Financial in San Antonio, TX, holding a Series 66 designation. He has prior experience at Goldman & Peterson PLLC and has worked in various roles since 2014, including positions outside the financial industry. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary advisory services supported by advanced analytical tools and maintains unique affiliations in municipal and public finance advisory services.

Samantha Flores is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. She has worked at LPL Financial since 2019 and has prior experience with Christopher Hall, Pontem LLC, and Waddell & Reed Inc. Outside of her advisory work, she is involved with Caliente Harley Davidson Motorcycles in San Antonio. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a large network of investment adviser representatives. The firm provides a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by internal and third-party research.

Audrey Kimball is a Financial Consultant at Fidelity Investments, where she has been working since 2024. Prior to this role, she served as a Planning Consultant from 2021 to 2024 and as an Investment Solutions Representative from 2019 to 2021, all within Fidelity Investments. Her professional focus involves helping clients navigate complex financial decisions by analyzing risks and developing comprehensive financial plans. Audrey holds a California Insurance License, supporting her ability to offer informed advice on insurance-related financial matters. She is dedicated to empowering individuals to simplify their financial lives and create strategies for building, preserving, and distributing wealth. Outside of her professional work, Audrey enjoys a variety of personal interests including board games, food, movies, music, reading, and singing.

Stephen San Roman is a financial advisor at Raymond James & Associates with nine years of industry experience. He holds a Series 66 designation and has worked at MML Investors Services and Massachusetts Mutual Life Insurance Company over an eight-year period, as well as DXP Enterprises, Inc. for two years. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional investors, and municipal entities, offering services such as financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Robert Zito is a financial advisor with Edward Jones in Spring Branch, TX, holding Series 63 and Series 66 credentials and over 21 years of industry experience. He has been with Edward Jones since 2004. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, managing approximately $1.01 trillion in assets through a large nationwide network of advisors and branch offices. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Michael Apolinar is a financial advisor with Edward Jones in San Antonio, TX. He holds a Series 66 designation and has been with Edward Jones since 2026. Prior to joining the firm, he worked at Smithfield Foods, JR Simplot, and Pepsico. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies, with approximately $1.01 trillion in assets under management supported by a nationwide network of financial advisors and branch offices.

John Farar is a financial advisor at Charles Schwab with 25 years of industry experience. He holds the CFP® designation along with Series 63 and Series 66 licenses. His prior experience includes two years at TD Ameritrade and ten years at Charles Schwab Bank SSB and Charles Schwab & Co., Inc. Charles Schwab & Co., Inc. serves a large client base of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary advisory services and access to discretionary separately managed accounts. The firm integrates advisory, brokerage, custody, and cash-sweep services within its multi-asset investment approach.

Kyle Wofford is a financial advisor at Raymond James & Associates with a Series 66 credential and one year of industry experience. Prior to joining Raymond James, he held roles at Travelers Insurance and The Hartford Fire Insurance. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a wide range of clients including individuals, institutional investors, and nonprofits, offering financial planning and non-discretionary investment consulting supported by extensive research and multiple portfolio management approaches.

Deric Eldridge is a financial advisor with Ameriprise Financial Services, holding Series 63 and Series 65 licenses and eight years of industry experience. He previously worked at CUNA Brokerage Services and Randolph Brooks FCU. Outside of his advisory role, he serves as a soccer referee for South Texas Soccer Referees, Inc. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients. It offers a specialized Premier Retirement Income service that provides tailored retirement planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Alberto Puentes is a financial advisor with J.P. Morgan Securities, holding Series 66 and Series 63 credentials and 23 years of industry experience. His prior roles include positions at Cabrera Capital Markets, Vision Financial Markets, and SB Value Partners. 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 to support customized investment recommendations.

Carmen Corona is a financial advisor with Mass Mutual Investors Services in San Antonio, TX, holding a Series 66 designation and 14 years of industry experience. She has been affiliated with MML Investor Services since 2011 and MassMutual Life Insurance Company since 2005. Mass Mutual 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 provides financial planning, asset management, and educational seminars, employing collaborative, goal-oriented planning supported by proprietary software and offering specialized services such as divorce and estate-settlement planning.

Jessica Mccord is a financial advisor at Raymond James Financial with 18 years of industry experience. She holds a Series 66 designation and has worked at firms including Infinex Investments and Security Service FCU. Outside of her advisory role, she is a joint owner of Cocktail Crafthaus Co, where she assists with social media marketing. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individuals, high-net-worth clients, corporations, and institutional clients. The firm uses risk profiling and analytical tools to tailor non-discretionary planning and supports clients through various advisory programs.

Koko Black is a financial advisor at J.P. Morgan Securities with one year of industry experience. Prior to joining J.P. Morgan, Black worked at Equitable and JPMorgan Chase Bank, N.A. Outside of advisory work, Black has been an Uber driver and holds power of attorney for their mother. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a process that combines quantitative asset-allocation modeling and centralized due diligence. The firm employs an ESG eligibility framework in its recommendations and delivers services on a non-discretionary basis with clients retaining final decision authority.

Johnathan Kaczyk is a CFP®-certified financial advisor with 10 years of industry experience. He currently works at Charles Schwab in San Antonio, TX, having joined the firm in 2025 after several years at USAA in various financial planning and investment roles. 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 managed-account and financial planning services. The firm offers both non-discretionary advisory guidance and access to discretionary separately managed accounts, supported by a multi-asset investment approach and centralized operational infrastructure.

Finley Scott is a financial advisor at J.P. Morgan Securities with a Series 66 credential and one year of industry experience. Prior to joining J.P. Morgan, he held positions at JPMorgan Chase Bank, Charles Schwab, and Sellside Group LLC. 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 investment recommendations.

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.

Robert Salgado is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He holds the Series 66 designation and has been with J.P. Morgan since 2016, including roles at both JPMorgan Securities LLC and JP Morgan Chase Bank, N.A. J.P. Morgan Securities LLC 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 combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Douglas Mitchell is a financial advisor with OSAIC in San Antonio, TX, holding Series 63 and Series 66 credentials and 15 years of industry experience. His prior roles include positions at Securities America Advisors, LPL Financial, CUNA Mutual Group, and Swbc Investment Services. He serves as a board member of Heroes Resource Center, a nonprofit organization providing resources to veterans and their families. OSAIC serves a diverse client base, including individual investors, pension plans, corporations, and charitable organizations, through a wide network of advisers and advisory platforms. The firm provides integrated brokerage and advisory services, using firm tools and third-party solutions to construct and manage portfolios with a variety of asset classes.

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.

Harvey Richards is a ChFC® credentialed financial advisor with over 50 years of industry experience. He has been with Cambridge Investment Research Advisors since 2016. Richards also operates Fusion Advisors Inc., where he sells life, health, and fixed annuities. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers a range of financial planning, investment management, and retirement advisory services delivered through independent Financial Professionals using multiple investment platforms and tailored strategies.