Mark Squires is a financial advisor with Equitable Advisors in New Braunfels, TX, holding a Series 66 designation and 25 years of industry experience. He has been with Equitable Advisors and its predecessor Axa Advisors since 2000. Outside of his advisory work, Squires serves as president of Provenance Group LLC and is active in community organizations including the New Braunfels Downtown Rotary Club and the San Antonio Livestock Show and Rodeo Auction Committee. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to a broad client base, including individuals, pension plans, corporations, and charitable organizations. The firm utilizes a variety of advisory models, including third-party program sponsors and LPL-sponsored offerings, and delivers services through a large network of investment adviser representatives.

Frederick Eldred is a financial advisor with Primerica Advisors in San Antonio, TX, holding a Series 66 designation and two years of industry experience. His prior experience includes roles at Edward Jones and several medical device companies. Eldred is involved in sales of investment-related products and also engages in part-time referrals of home security and automation services. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, utilizing model-delivery strategies managed by unaffiliated asset managers and supported by BNY Mellon Advisors and Pershing for trade execution and custody. The firm operates at scale with thousands of advisors and approximately $15.5 billion in assets under management.

Douglas Sehres is a financial advisor at Ameriprise in San Antonio, TX, holding a Series 66 designation with 17 years of industry experience. He previously worked at Planto Roe Financial Services, Minnesota Life Insurance Company, and Securian Financial Services, Inc. Sehres is also involved in independent insurance brokering with a focus on disability income. Ameriprise offers a retirement-income planning service tailored for individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficient strategies to provide non-discretionary, written recommendation reports delivered in partnership with financial advisors. The firm serves clients through a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Carlin Green is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 credentials and eight years of industry experience. Prior to joining Equitable Advisors in 2018, Green worked at Axa Advisors, Dynamic Systems Inc, Quartr Circle 7 Hotel, and Sul Ross State University. Equitable Advisors serves a 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, utilizing both proprietary programs and third-party asset managers.

Karen Fagerberg is a financial advisor at Edward Jones with nine years of industry experience and holds a Series 66 designation. She has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies, as well as affiliated mutual funds and tax-efficient services.

William Fox is a ChFC® credentialed financial advisor with 39 years of industry experience, currently with LPL Financial since 2020. His prior roles include positions at First Allied Advisory Services and New England Securities. Outside of his advisory work, Fox provides mortgage brokerage services through Fox Mortgage Services. 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 programs and platforms, combining large-scale financial activities with investment management services.

Colton Creamer is a financial advisor with Morgan Stanley in San Antonio, TX, holding a Series 66 designation and 14 years of industry experience. His prior roles include positions at Bank of America and Merrill before returning to Morgan Stanley. He serves on the board and on the investment and finance committees of the Texas Military Institute, a nonprofit organization. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and investment research.

Tiffany Raines is a financial advisor at J.P. Morgan Securities with 20 years of industry experience. She holds Series 63 and Series 66 licenses and has been with J.P. Morgan since 2015. 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. The firm combines quantitative screens and qualitative research to develop model asset allocations and integrates ESG considerations within its advisory process.

Thomas Mc Nairy is a financial advisor with J.P. Morgan Securities in San Antonio, TX, holding a Series 66 designation and 34 years of industry experience. He has been with J.P. Morgan Securities since 2012, with prior roles at Merrill from 2002 to 2006. 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. The firm’s advisory process integrates quantitative and qualitative research and supports portfolios with an ESG eligibility framework and specialized derivatives capabilities.

Conor Salinas is a financial advisor at J.P. Morgan Securities in San Antonio, TX. He holds Series 63 and Series 66 designations and has been in the industry since 2025, with prior experience at Charles Schwab and JPMorgan Chase Bank. Before entering finance, he worked in various other roles including at Atkins Expert Sinus Care and attended the University of Texas at Austin. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm’s advisory program offers written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

James Loyd is a financial advisor with Edward Jones based in San Antonio, TX, holding a Series 66 designation and four years of industry experience. Prior to joining Edward Jones in 2022, he worked at Byrider from 2006 to 2021. 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 broad range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

John Nebens is a financial advisor with Raymond James & Associates in San Antonio, TX, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. His prior roles include positions at Wells Fargo Clearing and UBS Financial Services. Outside of advising, he has a passive ownership interest in a commercial real estate business. Raymond James & Associates serves a diverse client base including individuals, institutions, and municipal entities. The firm offers financial planning and investment consulting with a range of portfolio management styles, supported by affiliated research and municipal advisory services.

Quintin Bononcini is a financial advisor with J.P. Morgan Securities in San Antonio, TX, holding a Series 66 designation and seven years of industry experience. He has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities LLC since 2019 and previously at Paesanos from 2017 to 2019. In addition to his advisory role, he serves as an analyst in the Texas Army National Guard. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process integrates quantitative and qualitative research and includes capabilities in derivatives and commodities through its broader regulatory registrations.

Tammy Tyree is a financial advisor at Morgan Stanley with 32 years of experience in the industry. She has worked at Morgan Stanley Smith Barney since 2009 and previously spent nine years at Citigroup Global Markets. She holds Series 63 and Series 65 designations and is based in San Antonio, TX. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

Taylor Gould is a financial advisor at J.P. Morgan Securities with a Series 66 designation and three years of industry experience. He has held positions at Citigroup Global Markets and Citibank, among others. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s process integrates quantitative and qualitative manager due diligence and may incorporate ESG criteria.

Kaisa Holloway Cripps is a financial advisor at J.P. Morgan Securities with Series 63 and Series 66 designations and one year of experience at the firm. Her prior roles include positions at Schreiner University, University of Massachusetts Dartmouth, and LL Bean. She has also been involved with the Buttonwood Park Zoological Society. 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 combines quantitative screens and qualitative research to deliver written asset allocation advice, investment manager searches, and customized performance reporting.

Elsa Balli is a financial advisor with Wells Fargo Advisors in San Antonio, TX, holding a Series 66 license and 19 years of industry experience. She has worked at Wells Fargo Clearing from 2016 to 2023 and A. G. Edwards & Sons, Inc. from 2007 to 2008. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser offering investment and financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services tailored to clients who meet a net-worth threshold, using proprietary research and tools to develop recommendations delivered through meetings and written reports.

Diane Marcus is a Series 66 licensed financial advisor with 17 years of industry experience. She has worked at Citi for 11 years and Ameriprise Financial Services for one year before joining Edward Jones in 2023. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

James Hamilton is a financial advisor at Charles Schwab with 17 years of industry experience. He holds a Series 66 designation and has worked at Charles Schwab since 2020, following a decade at USAA in various financial planning and advisory roles. Outside of his financial career, Hamilton serves as an Operations Officer in the Texas Army National Guard, overseeing a battery of 75 soldiers. Charles Schwab serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary investment guidance and access to discretionary separately managed accounts within an integrated operational structure.

Clayton Munal is a Series 66 licensed financial advisor with 10 years of industry experience. He is currently with LPL Financial, where he has worked since 2019. His prior experience includes roles at Waddell & Reed Inc and involvement with BNI-Ambassadors of Success, where he also served as a nonprofit board member. Munal is a co-owner of Texas Treasures & Unique Finds, a business related to investments. 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, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.