Rachel Romanack is a financial advisor at J.P. Morgan Securities with five years of industry experience. She holds a Series 66 designation and has worked at J.P. Morgan Securities LLC since 2022, following positions at Cambridge Investment Research Inc. and Harris Financial Services. 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. The firm combines large institutional advisory operations with affiliated brokerage and investment management capabilities.

Jacob Hackler Roy is a financial advisor at Cambridge Investment Research Advisors with one year of industry experience. He holds a Series 65 designation and has prior work experience at Conn's Home Plus and Target Corporation. Roy is also associated with World Financial Group and SmartPro Financial in related advisory roles. Cambridge Investment Research Advisors is a large SEC-registered adviser serving a diverse client base, including individuals, retirement plans, and charitable organizations. The firm provides financial planning, investment management, and retirement plan advisory services through a network of independent professionals, offering a variety of portfolio management strategies and platform options tailored to client objectives.

Kevin Oliver is a financial advisor at Fidelity with 23 years of industry experience. He holds Series 63 and Series 65 licenses. His prior work includes roles at Victory Capital Services, Millennium Group, and JPMorgan Securities. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a systematic investment process that combines proprietary research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its role in managing registered investment companies, use of advanced technologies in research, and its registration as a commodity pool operator.

Jesse Travis is a financial advisor at Cambridge Investment Research Advisors with 14 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Cambridge since 2016. Outside of his advisory role, he serves as a board trustee for the Witte Museum and as an associate pastor at a religious organization. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory through a network of independent professionals, providing both discretionary and non-discretionary strategies tailored to client objectives.

Joe Jasso is a financial advisor with Charles Schwab in San Antonio, TX, holding Series 63 and Series 65 credentials and 18 years of industry experience. His work history includes roles at Charles Schwab Bank, Charles Schwab, and USAA Investment Management Company. 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 affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers a multi-asset model portfolio approach supported by research from the Schwab Center for Financial Research.

Adam Gonzales Jr. is a financial advisor with J.P. Morgan Securities in San Antonio, TX, holding a Series 66 designation and bringing 23 years of industry experience. He worked at Investment Professionals, Inc. for 11 years before joining JPMorgan Securities LLC in 2017. 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 affiliated brokerage, distribution, and investment management capabilities.

C. Jones is a CFP® and ChFC® affiliated with Edward Jones in San Antonio, TX, with 31 years of industry experience at the firm. Since 1995, Jones has worked continuously with Edward Jones. Outside of financial advising, Jones teaches stress reduction techniques through mindfulness. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a broad range of advisory programs and affiliated investment products. The firm is notable for its extensive retail advisor network and additional capabilities beyond advisory services, including trust and securities-based lending options.

Trevor Busch is a financial advisor with Primerica Advisors in San Antonio, TX, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with Primerica Advisors since 1998 and Primerica Financial Services since 1997. Outside of his advisory role, he is a partner in several non-investment entities established for tax purposes, including involvement in real estate investing. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, which offers model-delivery strategies and a limited number of discretionary separately managed account options for individual and high-net-worth clients in a wrap-fee structure. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, focusing on strategic, tactical, tax-aware, and income distribution investment approaches.

Evan Immenschuh is a financial advisor at Merrill based in San Antonio, TX, holding a Series 66 designation with less than one year of industry experience. His work history includes roles at Bank of America, Structure Tone Southwest, Tecovas, and other firms across various sectors. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a diverse client base including individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Ana Robinson is a financial advisor at Merrill with 24 years of industry experience, including 20 years at Merrill Lynch, Pierce, Fenner & Smith Incorporated. She holds Series 63 and Series 66 designations and is based in San Antonio, TX. Outside of her advisory role, she is a co-owner of family rental properties in San Antonio. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a broad client base that includes individuals, high-net-worth clients, pension plans, and corporate fiduciaries.

James Anderson is a Certified Financial Planner (CFP®) with 23 years of industry experience. He has been with Edward Jones in San Antonio, TX since 2002. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients. The firm offers a broad range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a network of more than 23,700 financial advisors.

Cynthia Michael is a financial advisor at Wells Fargo Advisors with 32 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at several wealth management firms, including Belpointe Asset Management and Bank of San Antonio Wealth Advisors. Outside of advising, she serves as an authorized signor on her husband’s gutter business accounts. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutions, offering a broad range of planning solutions including retirement, education, and business-owner transition planning. The firm uses proprietary research and tools to develop customized recommendations, with implementation options available through brokerage or advisory programs.

James Tanberg is a financial advisor with Edward Jones in San Antonio, TX, holding Series 63 and Series 66 credentials and bringing 25 years of industry experience. He has been with Edward Jones since 2000. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large national network of financial advisors and branch offices.

David Stanley is a financial advisor with Ameriprise in Helotes, TX, holding Series 63 and Series 66 licenses and bringing 35 years of industry experience. He previously worked at Randolph Brooks FCU and Cuna Brokerage Services, Inc. Outside of finance, he owns D's Designs, a woodworking business specializing in Christmas decor, signs, and door wreaths. Ameriprise is an institutional firm that offers retirement-income planning services targeted at individuals approaching or in retirement, typically those with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide non-discretionary, written recommendation reports delivered through a centralized consulting team in partnership with client advisors.

David Clapp is a financial advisor at Edward Jones in San Antonio, TX, holding the CFP® and ChFC® designations with 25 years of industry experience. He has been with Edward Jones since 2000. 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 advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Katrina Bell is a financial advisor with Charles Schwab in San Antonio, TX, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. Her prior roles include positions at USAA Investment Management Company, USAA Financial Planning Services, USAA Financial Advisor Inc., and Citibank. 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 affiliated managed-account and financial planning services. The firm’s approach combines non-discretionary advisory relationships with access to discretionary separately managed accounts, multi-asset model portfolios, and a centralized operational structure.

Jonathan Thrall is a financial advisor with Edward Jones in San Antonio, TX, holding a Series 63 designation and 33 years of industry experience. He has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs and investment strategies. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors and offers both discretionary and non-discretionary services under a fiduciary standard.

Ashley Pribble is a CFP® and holds a Series 66 license, with 11 years of experience in the financial services industry. She has worked at Charles Schwab since 2022 and previously held roles at USAA, focusing on financial planning and life insurance. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, offering wealth advisory and financial planning services through its Schwab Wealth Advisory wrap fee program. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and provides a broad range of integrated custody, brokerage, and advisory services.

Vikram Sagar is a financial advisor at J.P. Morgan Securities with a Series 66 credential and approximately one year of industry experience. His prior roles include positions at JPMorgan Wealth Management, Doordash, and as an Independent Investment Consultant. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset-allocation advice, investment manager searches, and customized performance reporting. The firm combines quantitative modeling with centralized due diligence and applies an ESG eligibility framework in its investment recommendations.

Santanna Moody is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and possessing nine years of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank in 2018, Moody worked at NYLIFE Securities LLC and New York Life Insurance Company from 2016 to 2018. 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 recommendations.