Brandon Foreman is a Series 66 licensed financial advisor with 14 years of industry experience, currently affiliated with LPL Financial since 2016. Prior to joining LPL, he worked at Thrivent Investment Management from 2012 to 2016. He also operates a business entity related to his LPL practice in San Antonio, TX. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, 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.

Andres Vela is a financial advisor with Charles Schwab, holding Series 63 and Series 65 credentials and 26 years of industry experience. His career includes roles at USAA Financial Advisors and USAA Investment Management Company before joining Schwab. Outside of advising, he serves as CFO of an LLC supporting a hair salon business operated by his wife in Texas. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program and affiliated managed-account and financial planning services. The firm offers both non-discretionary and discretionary investment solutions, combining multi-asset model portfolios with specialized alternative investment options.

Ellias Baker is a financial advisor with Raymond James Financial in San Antonio, TX, holding a Series 66 designation and one year of industry experience. He has worked at Raymond James Financial Services, Inc. and Security Service Federal Credit Union, where he has been employed since 2019. Outside of advising, Baker owns Force Drink Company LLC, where he develops sports drink formulas and manages branding and packaging. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools to support client goals and is notable for its municipal advisory affiliation and recent development of SIMPLE IRA Employer Advisory & Consulting Services.

Nicholas Anthony is a financial advisor at Merrill with four years of industry experience. He holds the Series 66 designation and has prior experience at firms including Bank of America, Fidelity Investments, The Vanguard Group, and Marcus by Goldman Sachs. Merrill serves a broad range of clients including individuals, retirement plans, corporations, and institutional clients by offering managed account programs, discretionary portfolio management, and brokerage services. The firm emphasizes manager selection and monitoring, tax-focused investment capabilities, and benefits from integration with Bank of America’s broader banking and capital markets platform.

Charles Linn Jr. is a financial advisor with Merrill in San Antonio, TX, holding Series 63, 65, and 66 licenses and 13 years of industry experience. His prior roles include positions at Northern Trust, BlackRock, and Cetera Investment Services. 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.

Luke Humble is a financial advisor with LPL Financial in San Antonio, TX. He holds Series 63 and Series 66 licenses and has four years of industry experience. Prior to his current role, he worked with Avior Wealth Management and Genesis Wealth Management. Outside of advising, he is the owner of Scooply LLC, a pet waste removal business. 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 financial planning and asset management services, utilizing both proprietary and third-party strategies, and supports its network of over 22,000 advisors with advanced research and operational tools.

James Beaulieu serves as Vice President Private Wealth Management Advisor at Fidelity Investments, a role he has held since 2017. He works with affluent families to co-create comprehensive financial plans and develops individualized strategies aimed at helping them achieve their financial aspirations. His practice includes meeting clients in various settings, including in-office, remote, virtual, and by phone. James's professional approach is characterized by his dedication, authenticity, and a focus on making a positive impact in the lives of those he works with. Additional details about his education, credentials, personal interests, or community involvement have not been provided.

Spencer Erdman is a financial advisor at J.P. Morgan Securities with Series 63 and Series 66 credentials and three years of industry experience. Prior to joining J.P. Morgan Securities, he worked at Penn State Health and served in the Pennsylvania Army National Guard. Outside of his advisory role, Erdman is a co-owner of Legacy Equine and Livestock Farms, where he is involved in raising livestock, horse boarding, and equine activities. J.P. Morgan Securities provides institutional consulting services to institutional clients, offering asset allocation advice, investment manager searches, and customized performance reporting, with advisory services integrated alongside affiliated brokerage and investment management capabilities.

Donovan Fikes is a financial advisor with Mass Mutual Investors Services in San Antonio, TX, holding Series 63 and Series 65 credentials and 25 years of industry experience. He has been with MML Investors Services, Inc. and Mass Mutual Life Insurance Company since 2000. Outside of advisory work, he consults on spinal cord injury life issues based on over two decades of personal experience as a quadriplegic. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers ongoing financial planning, asset management, and educational seminars, using firm-approved software to deliver written recommendations tailored to client goals.

Douglas Schroeder is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2024. He previously worked with Wells Fargo Clearing and WELLS FARGO Advisors, LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning services tailored to clients who meet specific net-worth criteria.

Silvia Salle is a financial advisor at Merrill with 13 years of industry experience. She holds a Series 66 designation and has been with Bank of America and Merrill since 2015. Outside of her advisory role, she is an owner of a family rental property business. 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 for individuals, high-net-worth clients, and institutional investors.

Kyle Tramontano is a Financial Advisor at Merrill Lynch Wealth Management, having joined Tramontano & Associates in 2022. He focuses on understanding each client's unique goals, priorities, and aspirations to develop personalized financial strategies. His approach emphasizes building meaningful relationships and helping clients manage their financial futures and care for their loved ones. Kyle holds a Bachelor's Degree from Texas Christian University and has earned the Accredited Asset Management Specialist (AAMS) and Personal Investment Advisor (PIA) designations. Outside of work, he spends time engaging in weightlifting, calisthenics, and golfing.

Luke Simisky is a financial advisor with J.P. Morgan Securities in San Antonio, TX. He holds a Series 66 designation and has two years of industry experience, including prior roles at J.P. Morgan Chase Bank NA. 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.

Elizabeth Olney is a financial advisor at Edward Jones with eight years of industry experience. She holds the CFP®, ChFC®, and Series 66 designations. Prior to joining Edward Jones in 2017, she worked at Tremmel Design Group from 2015 to 2017. Outside of her advisory role, Olney is involved with Mitera Design. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

John De Marigny is an International Wealth Advisor at Merrill Lynch Wealth Management with more than 40 years of experience in financial advice and services directed towards affluent families and individuals. He has spent his career working with both institutional and individual clients, specializing in areas such as family wealth management strategies, international wealth management, liquidity management, portfolio management services, individual and corporate investment strategy, and retirement income. John holds a Bachelor of Science in International Business, a Bachelor of Arts in Spanish, and a Master of Business Administration in Finance, all from the University of Texas in Austin. He began his career in 1985, initially focusing on institutional bank portfolio management before transitioning to work with individual clients. John is fluent in both English and Spanish. Outside of his professional work, John enjoys swimming, practicing yoga, gardening, tennis, writing, and spending time with his family. He is married and has two grown daughters.

Jereme Brisco is a financial advisor with LPL Financial in San Antonio, TX, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. Prior to joining LPL Financial in 2016, he worked at USAA Financial Planning Services and PRUCO Securities, LLC. Additionally, he is the owner of JW Sports Memorabilia, a business unrelated to his investment activities. 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 and access to model portfolios and third-party asset managers.

Doris Maule is a financial advisor with Edward Jones in San Antonio, TX, holding Series 65 and Series 63 licenses and 15 years of industry experience. She previously worked at Citigroup Global Markets and USAA Financial Planning Services. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Laura Hicks is a financial advisor at Merrill with 17 years of industry experience. She holds the Series 66 designation and has been with Merrill Lynch, Pierce, Fenner & Smith, Inc. since 2008. Based in San Antonio, TX, she works within a large institutional firm. 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. The firm offers model-based and discretionary investment strategies designed for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Thomas De Luna is a Series 66 licensed financial advisor at J.P. Morgan Securities with 16 years of industry experience. He has been with J.P. Morgan Securities since 2012. J.P. Morgan Securities 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 delivers its program on a non-discretionary basis, combining large institutional advisory operations with multiple market-facing registrations.

David Chandler is a financial advisor with Equitable Advisors in San Antonio, TX, holding Series 63 and Series 65 licenses. He has seven years of industry experience, including prior roles at AXA Advisors, Abilene Glass & Mirror, and Abilene Christian University. Equitable Advisors serves a broad client base, including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and various asset-management programs. The firm uses a combination of proprietary resources and third-party asset managers to deliver tailored investment solutions.