Daniel Langella is a financial advisor at Equitable Advisors in San Antonio, TX, holding Series 63 and Series 66 licenses with five years of industry experience. He has been with Equitable Advisors since 2020 and previously worked at Flamingo Reys and the University of Texas. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charities, and institutions, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, leveraging LPL-sponsored solutions and third-party managers to provide a range of advisory and brokerage services.

Dionisio Saenz is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds a Series 66 designation and has worked previously at several financial institutions, including Lone Star National Bank, LPL Financial, and Wells Fargo. J.P. Morgan Securities primarily serves institutional clients and retirement plan sponsors through its Institutional Consulting Services program, offering customized investment consulting and advisory services that combine quantitative asset-allocation modeling with centralized manager due diligence.

Darren Scrimpshire is a financial advisor with MassMutual Investors Services in San Antonio, TX, holding a Series 66 credential and 24 years of industry experience. He has been with MML Investor Services Inc. since 2010 and MassMutual Life Insurance Company since 2009. Outside of his advisory role, he owns Scrimpshire & Associates, LLC, a leadership consulting business, and is involved in managing small commercial office properties through Syncrho Properties LLC. MassMutual 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 financial planning, asset management, and educational seminars, structuring planning engagements as annual, collaborative relationships using firm-approved tools to analyze client goals.

Scott Talbott is a financial advisor with Mass Mutual Investors Services in San Antonio, TX, holding a Series 66 credential and 16 years of industry experience. He has been with MML Investor Services, LLC and MassMutual Life Insurance Company since 2009. Outside of financial services, he owns TWI, LLC, which organizes and promotes martial arts tournaments. 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 seminars, structuring client engagements as annual relationships that use firm-approved software tools to analyze goals and deliver recommendations.

Michael Gonzalez is a financial advisor with Mass Mutual Investors Services in San Antonio, TX, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Mass Mutual Investors Services since 2017 and also works with MSI Financial Services and Massachusetts Mutual Life Insurance Company. Outside of his advisory role, he is an independent insurance agent specializing in life, accident, health, Medicare-related products, and property and casualty insurance. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides comprehensive financial planning, asset management, and educational seminars, focusing on collaborative, goal-driven planning and offering event-specific services such as divorce and estate-settlement planning.

David Espinoza is a financial advisor with LPL Financial in San Antonio, TX, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with LPL Financial since 2011. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory programs, financial planning, and brokerage services, offering both discretionary and non-discretionary management supported by research and model portfolios.

Steven Jenkins is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds a Series 66 designation and previously worked at Edward Jones. Before entering the financial sector, his background includes roles in various industries such as energy and food service. 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 brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Richard Planto is a ChFC® credentialed financial advisor with 40 years of industry experience, currently with OSAIC since 2024. His career includes prior roles at Securities America Advisors and Securian Financial Services. Outside of his advisory work, Planto is active in community fundraising and nonprofit boards, including the Alamo Heights Rotary Club, Jewish Federation of San Antonio, and Mission Heritage Partners. OSAIC serves a diverse client base ranging from individual investors to corporations and charitable organizations, offering brokerage and advisory services through a large network of affiliated advisors. The firm’s investment approach includes asset allocation, risk assessment tools, and access to third-party money managers and managed-account programs.

Jeffrey Marshall is a financial advisor with Equitable Advisors in San Antonio, TX, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. He has been with Equitable Advisors since 2005 and previously worked at Axa Advisors, LLC. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm uses a hybrid referral and implementation model and offers both advisory and brokerage/insurance channels to support client recommendations.

George Becknell III is a financial advisor with Mass Mutual Investors Services in San Antonio, TX, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 38 years of industry experience, primarily with MML Investors Services, Inc. and MassMutual Life Insurance Company. In addition to his advisory role, he is engaged in outside insurance sales specializing in life, disability, health, and group health insurance. MML Investors Services, LLC, a subsidiary of MassMutual, serves individuals, business owners, trusts, estates, charitable organizations, and employers by providing ongoing financial planning, asset management, and educational seminars. The firm emphasizes collaborative planning relationships and utilizes approved software tools to analyze client goals, offering a range of investment strategies and specialized planning services.

Peter Olivo is a financial advisor with J.P. Morgan Securities LLC, holding Series 63 and Series 66 licenses and having 10 years of industry experience. He has been with J.P. Morgan Securities since 2015. 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. The firm delivers advisory services alongside affiliated brokerage, distribution, and investment management capabilities.

Jason Rice is a CFP® with 25 years of experience in the financial services industry. He has worked with Wells Fargo Clearing since 2016 and has been affiliated with Wells Fargo Advisors LLC and Wells Fargo Bank, N.A. since 2008. Outside of his advisory role, he holds an inherited interest in an estate planning real estate partnership. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broad range of financial products such as insurance-related vehicles and bank deposit sweep options.

Xavier Villasenor Jr. is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. He holds the Series 66 designation and has been with J.P. Morgan Securities since 2012. 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 brokerage, distribution, and investment management capabilities.

Jacob Schlosser is a financial advisor at Equitable Advisors with four years of industry experience. Prior to joining Equitable Advisors in 2021, he worked in education for over a decade, including roles at Conejo Valley Unified School District and Carden Conejo School. Outside of his advisory work, Schlosser is involved in sports officiating, serving as a contracted coach and referee for Lonestar Field Hockey and as an umpire for NCAA events. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by offering financial planning, retirement-plan support, and access to asset management through various third-party programs. The firm operates a hybrid referral and implementation model, leveraging external asset managers and providing both advisory and brokerage services.

James Berg is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and having 20 years of industry experience. He has a background with Avantax in various advisory and insurance roles spanning from 2005 to 2025, and he also operates a CPA practice specializing in tax preparation and accounting. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base, including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with a range of investment program options and access to third-party money managers.

Sven Liane is a financial advisor at Fidelity with 30 years of industry experience. He holds the CFP® designation as well as Series 63 and Series 66 licenses. In addition to his advisory role, he engages in part-time executive coaching as a sole proprietor. Fidelity, through its Strategic Advisers division, provides investment management and advisory services to retail and institutional clients, offering discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery. The firm integrates proprietary research with quantitative and algorithmic methods and serves as an advisor to multiple registered investment companies and fund-of-funds.

Jaime Legarreta is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. He holds the Series 63 and Series 66 designations. His prior experience includes roles at PNC Investments, Compass Bank, BBVA Securities Inc, and JPMorgan Chase Bank. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Jack Putnam is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds Series 66 and Series 63 licenses and previously worked at Fidelity Investments. Outside of finance, he has experience in the hospitality sector, including roles at Bold City Brewery and The Brick Restaurant. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling and centralized due diligence to inform recommendations. The firm applies an ESG eligibility framework and delivers services on a non-discretionary basis, with clients retaining final decision-making authority.

Blas Catalani II is a financial advisor with Wells Fargo Clearing in San Antonio, TX, holding Series 63 and Series 65 credentials and bringing 50 years of industry experience. He previously worked at Hilltop Securities Inc. for 15 years before joining Wells Fargo Clearing in 2022. Catalani serves on the advisory board for Methodist Healthcare Ministries and is an investment committee member for Endeavors, both based in San Antonio. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broader range of financial product offerings, such as insurance-related vehicles and bank deposit sweep options.

Terence Powell Jr. is a financial advisor with Ameriprise Financial Services and holds Series 63 and Series 65 registrations. He has 28 years of industry experience, including prior roles at Redwood Credit Union and CUSO Financial Services. Outside of advisory work, he performs handyman services involving light household construction projects. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service, which provides customized, ongoing tax-aware withdrawal strategies and dependable income recommendations.