Allison Plunk is a financial advisor at Morgan Stanley in Tampa, FL, holding Series 63 and Series 66 licenses with two years of industry experience. She has previously worked at Fidelity Investments and held various roles outside finance, including positions in education, hospitality, and retail. Morgan Stanley Wealth Management provides investment advisory and brokerage services to individuals and institutions, offering financial planning and diverse investment programs supported by firm-approved tools and research.

Mark Weinandt is a financial advisor at Edward Jones in San Antonio, TX, with three years of industry experience. Prior to joining Edward Jones, he served 30 years in the United States Air Force. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory and investment solutions, supported by a nationwide network of financial advisors and branch offices.

Pablo Sotomayor is a financial advisor at Cambridge Investment Research Advisors with 15 years of industry experience. He holds Series 63 and Series 65 credentials. His prior work history includes roles at Corient, CIPW Service Company, and Intercontinental Wealth Advisors. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a diversified platform and proprietary model strategies.

Mary Canales is a financial advisor at OSAIC with 39 years of industry experience. She holds a Series 63 designation and has previously worked at Lincoln Financial Securities Corporation, Raymond James Financial, and Waddell & Reed. Outside of her advisory role, she is also an insurance agent offering disability insurance, annuities, and life insurance products. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform. The firm provides brokerage and advisory services with an investment process focused on model-based asset allocation, portfolio optimization, and a range of managed account solutions.

Steven Gallegos is a financial advisor with Ameriprise Financial Services, LLC in San Antonio, TX, holding Series 63 and Series 65 licenses and having nine years of industry experience. He has been with Ameriprise since 2016 and serves as a Business Development Manager and member of the Mesquite Investment Committee, providing financial planning advice and product training. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning services that focus on dependable income sources and tax-aware withdrawal strategies through a centralized service team.

Kevin Bueker is a financial advisor at Charles Schwab with Series 63 and Series 66 credentials and three years of industry experience. His work history includes roles at Charles Schwab & Co., Inc., Charles Schwab Bank, Texas Regional Bank, and Amegy Bank. He is also president of Rock Solid Teaching, a corporation focused on K-12 financial literacy training and education, though it is not currently active. 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 affiliated managed-account and financial planning services. The firm offers a combined advisory and brokerage platform with a client model that includes both non-discretionary advisory services and access to affiliated discretionary separately managed accounts.

Alexander Dean is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds the Series 66 designation and previously worked at Equitable Advisors, LLC and North East Independent School District. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a non-discretionary program focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process incorporates both quantitative and qualitative research and may include ESG criteria in its recommendations.

Jeffery Bruton is a Series 66 licensed financial advisor with Edward Jones in San Antonio, TX, and has three years of industry experience. Prior to Edward Jones, he worked at Twin Eagle Solutions, Blackstar Fiber, Apache Corporation, and Oncor Electric Delivery. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

Jennifer Lyssy is a financial advisor at Wells Fargo Advisors in San Antonio, TX, with 27 years of industry experience. Her prior roles include positions at Wells Fargo Clearing, UBS Financial Services, and UBS International Inc. She holds Series 63 and Series 65 licenses. Outside of her advisory work, she serves as the treasurer for the Harlingen High School Girls Soccer Booster club. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu supported by Wells Fargo research and tools, integrating advisory services with various financial products and referral channels.

Ronald Dawson Sr. is a financial advisor with LPL Financial, holding the ChFC® designation and Series 63 and 65 licenses. He has 43 years of industry experience, including prior roles at Cetera, Tax and Financial, and Securian Financial Services. He has also been involved with a ranch business and owns multiple financial services-related ventures. 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 broad range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms.

Javier Gonzalez Jr. is a financial advisor at J.P. Morgan Securities with 19 years of industry experience. He holds Series 63 and Series 65 licenses. His prior experience includes roles at BBVA Wealth Solutions, BBVA Securities, BBVA Compass Insurance Agency, Wells Fargo Clearing, and USAA Financial Planning Services. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on tailored asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process integrates quantitative and qualitative research and may incorporate ESG frameworks.

James Eller is a financial advisor with LPL Financial in San Antonio, TX, holding a Series 63 designation and bringing 40 years of industry experience. Before joining LPL Financial in 2022, he worked at Wells Fargo Clearing from 2016 to 2022. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services through a large network of advisors, utilizing various model portfolios, third-party subadvisors, and customized strategies.

Steven Damiani is a financial advisor with Raymond James Financial Services Advisors, Inc. in San Antonio, TX, holding Series 66 and Series 63 credentials and bringing 36 years of industry experience. He serves as Vice President and Officer at Security Service Federal Credit Union, where he manages the credit union’s investment program. Prior to joining Raymond James, his experience includes roles at Emerson Equity LLC and SENSUS Wealth Management Group, LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutions. The firm offers tailored, non-discretionary planning and supports municipal and public finance advisory work, with specialized programs like SIMPLE IRA Employer Advisory & Consulting Services.

Joseph Dubrof is a financial advisor at Morgan Stanley with 30 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Morgan Stanley since 2009, including time with Morgan Stanley Private Bank, National Association. Outside of his advisory role, he is involved in private investments and serves as managing partner or president of several investment-related entities. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutional clients, emphasizing tailored financial planning supported by firm-approved tools and structured discovery conversations. The firm manages approximately $2.74 trillion in client assets and provides both direct and employer-sponsored financial planning services.

Luis Hernandez is a financial advisor at Morgan Stanley with 16 years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Morgan Stanley in 2024, he worked at Frost Investment Services, Frost Brokerage Services, and Frost National Bank. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools to support its advisory process.

Meliza Brecht is a financial advisor with J.P. Morgan Securities in San Antonio, TX, holding Series 63 and 66 licenses and four years of industry experience. Her work history includes roles at JPMorgan Chase Bank, Morgan Stanley, and Frost Bank. Outside of her advisory work, she manages a personal residential rental business. J.P. Morgan Securities provides institutional consulting services focused on asset allocation advice, investment manager searches, and customized performance reporting for plan sponsors, corporations, and endowments. The firm’s approach integrates both quantitative and qualitative research and includes capabilities in derivatives and commodities through its broader regulatory registrations.

Jacqueline Murie Garcia is a financial advisor at Morgan Stanley in San Antonio, TX, holding a Series 66 designation. She has five years of experience at Morgan Stanley and previously worked five years at Capital Group. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individual and institutional clients, offering tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and delivers planning services both directly and through corporate agreements.

Patricia McGurn is a financial advisor with Primerica Advisors in San Antonio, TX, holding Series 63 and Series 65 credentials and 29 years of industry experience. She has been with Primerica Advisors since 1998 and operates R-McGurn & Assoc. Inc., a firm formed solely for Primerica business purposes. McGurn also engages in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors manages a wrap-fee asset management program serving primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm employs model-delivery strategies from unaffiliated asset managers and provides custody and trade execution through Pershing, overseeing approximately $15.5 billion in assets under management.

Maureen Garcia is a financial advisor with Primerica Advisors in San Antonio, TX, holding Series 65 and Series 63 credentials and nine years of industry experience. Her background includes roles in healthcare and wellness sectors, such as positions at Normandy Terrace, Ensign Parklane West Healthcare Center, and Terrific Massage & Wellness. Primerica Advisors sponsors and manages a wrap-fee asset management program primarily serving individual investors, including non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with thousands of advisors and offices, delivering advisory services through model-based strategies managed by unaffiliated asset managers.

Hector Tafoya is a financial advisor with J.P. Morgan Securities in San Antonio, TX, holding a Series 66 designation and 10 years of industry experience. He has worked at J.P. Morgan Chase Bank and J.P. Morgan Securities since 2018 and previously at Kovack Advisors and Kovack Securities from 2016 to 2018. Outside of his advisory role, he is a partial owner of Taffy Rentals, LLC, a non-managing member of a real estate rental property. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting. Their process integrates quantitative and qualitative due diligence and may include ESG considerations, while leveraging broader derivatives and commodities capabilities.