Jack Putnam is a financial advisor with J.P. Morgan Securities in San Antonio, Texas. He holds Series 63 and Series 66 designations and has four years of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank in 2025, he worked at Fidelity Investments from 2021 to 2025 and has experience in the hospitality sector. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their advisory program focuses on written asset allocation advice, investment manager and fund searches, and customized performance reporting, with final decision-making authority retained by clients.

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.

Bodo Knochenhauer Jr. is a financial advisor with Wells Fargo Clearing in San Antonio, TX, holding a Series 63 designation and 35 years of industry experience. He worked at UBS Financial Services for 16 years before joining Wells Fargo Clearing in 2016. Outside of his advisory role, he owns and manages a rental property in Port Aransas, Texas. Wells Fargo Advisors provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm offers both brokerage and advisory solutions and manages approximately $671 billion in assets with over 14,000 financial advisors nationwide.

Robert Heim is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 14 years of industry experience. He previously worked at Edward Jones for two years before joining J.P. Morgan Securities in 2014. 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. The firm’s advisory process combines quantitative and qualitative research to build model asset allocations and incorporates ESG frameworks, supported by affiliates that provide implementation and portfolio services.

Fe Aida Tiemann is a financial advisor at J.P. Morgan Securities with three years of industry experience. She holds a Series 66 designation and has worked at firms including New York Life Insurance and First Command. 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 searches, and customized performance reporting. Their advisory process integrates quantitative and qualitative research supported by centralized due diligence.

Christian Casillas 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 with Raymond James Financial and related entities since 2024, as well as Security Service Federal Credit Union since 2022, where he assists with administrative workflow and fixed annuities. Prior to his financial career, he held various roles including positions in the hospitality sector. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base ranging from individuals to institutional clients. The firm offers tailored, non-discretionary planning and consulting supported by analytical tools, and is noted for its municipal advisory affiliation and specialized SIMPLE IRA Employer Advisory & Consulting Services.

George Marin Jr. is a financial advisor with J.P. Morgan Securities in San Antonio, TX, holding Series 63 and Series 66 credentials and 32 years of industry experience. He previously worked at Citi Personal Wealth Management for 18 years prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A. in 2026. Outside of his advisory role, he is a co-owner of a rental property in Lawndale, CA, which he manages with his siblings. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The advisory process combines quantitative and qualitative research with a forward-looking approach and includes capabilities in derivatives and commodities through affiliated entities.

Christina Garza is a financial advisor at Edward Jones in San Antonio, TX, holding a Series 66 designation with five years of industry experience. She has been with Edward Jones since 2002. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory strategies, tax-efficient services, and affiliated investment products. The firm manages approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

Alejandro Gonzalez is a financial advisor with Merrill in San Antonio, TX, holding Series 63 and Series 65 licenses and three years of industry experience. His background includes roles at Bank of America, Citibank, and retail positions at Best Buy. Outside of his advisory work, he has experience as a retail sales associate at Best Buy. 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. The firm offers model-based and discretionary investment strategies supported by internal and third-party managers, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Brenda Rocchio is a financial advisor with LPL Financial in San Antonio, TX, holding Series 63, 65, and 66 licenses and bringing 21 years of industry experience. Her prior roles include positions at Raymond James Financial Services, Allstate Financial Advisors, and Investment Professionals Inc. She currently operates Genesis Wealth Management as a DBA for her LPL business. 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 broad range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Clarence Wooten Jr. is a financial advisor with Primerica Advisors in San Antonio, TX, holding Series 63 and Series 65 licenses and over 41 years of industry experience. He has been with Primerica Advisors since 1984 and Primerica Financial Services since 1982. In addition to his advisory role, he is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, which offers model-delivery strategies and a limited number of separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure for its services.

Thomas Valenti is a financial advisor with Osaic in San Antonio, TX, holding Series 63 and Series 65 credentials and 13 years of industry experience. He worked at JHFN SII for five years before joining Osaic in 2018. Valenti is also involved with Platinum Wealth Solutions of Texas, LLC, where he serves as an Investment Advisor Representative and agent, advising clients on investment strategies and life insurance, as well as marketing fixed annuities and non-variable insurance products. Osaic Wealth serves a diverse client base—including individual investors, retirement plan sponsors, charities, and corporate clients—through a multi-advisor platform offering brokerage and advisory services. The firm emphasizes model-based asset allocation and portfolio optimization with discretionary and third-party manager strategies, and is notable for its scale, complex affiliate structure, and recent consolidation activity.

Raul Sandoval is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds Series 65 and Series 63 designations. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A., he worked at Pensionmark Financial Group and held roles at several other firms. 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 program focuses on non-discretionary written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research methods.

Luis Carrillo is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2022. He has been with Fidelity Investments since 2013, progressing through roles including Financial Consultant, Investment Consultant, and Financial Representative. Prior to joining Fidelity, he worked as a Financial Representative at Northwestern Mutual from 2009 to 2013. Luis's approach to financial consulting emphasizes the importance of creating individualized financial plans. He collaborates with clients to articulate their financial and personal goals and develop comprehensive plans tailored to their unique situations. This collaborative process aims to build strong client relationships based on trust, which he considers essential for addressing clients' evolving financial needs.

Kendall Villarreal is a financial advisor at Fidelity with a Series 66 designation and three years of industry experience. Prior to joining Fidelity, Villarreal worked at HEB and Tomball Ford, and held positions at Texas A&M University and Incarnate Word High School. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary portfolio management, fund advisory, and model portfolio delivery. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction in its investment process.

Nancy Murphy is a financial advisor at Morgan Stanley with 34 years of industry experience. She holds Series 63 and Series 66 designations and has been with Morgan Stanley since 2010. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including customized financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and research.

Mark Osborn is a Series 66 licensed financial advisor with Edward Jones in San Antonio, TX, and has three years of industry experience. Prior to joining Edward Jones in 2023, he worked at HomeSmart and Realty Executives of San Antonio. He was also involved with the San Antonio A&M Club Foundation for eight years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs including discretionary and non-discretionary strategies, access to separately managed accounts and affiliated mutual funds, and operates under a fiduciary standard.

Desmond Daigle is currently the Vice President, Wealth Planner at Fidelity Investments, a position he has held since 2023. He has been with Fidelity Investments since 2013, progressing through various roles including Financial Consultant, Investment Consultant, Relationship Manager, and Retirement Solutions Representative. Throughout his career, Desmond has focused on financial planning and wealth management, assisting clients in navigating major financial decisions and avoiding critical mistakes. He approaches his work with integrity and a servant mindset. Outside of his professional responsibilities, Desmond has interests in concerts, fitness, music as an instrumentalist, outdoor adventures, and parenthood.

Woodrow Knight III is a financial advisor with LPL Financial based in San Antonio, TX, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked at LPL Financial since 2017 and previously held positions at National Planning Corporation, Next Financial Group, Inc., and Cetera Advisors LLC. Knight is also an owner and insurance agent involved in non-variable insurance products. 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 financial planning, model portfolios, third-party asset management, and institutional platforms, supporting advisors with research and operational tools while overseeing more than $819 billion in discretionary assets.