Christopher Jones is a financial advisor with Edward Jones in San Antonio, TX, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones, he worked for Valaris (formerly Rowan Companies Inc.) for 15 years and spent two years at Western Governors University. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Amber Carden is a financial advisor at Merrill with Series 63 and Series 66 credentials and 25 years of industry experience. She has been with Merrill since 2009 and has maintained a longstanding association with Bank of America since 1983. Outside of her advisory role, Carden is involved in multiple nonprofit organizations, including serving as an ambassador for HeartGift, co-chairing a capital campaign for the Junior League of Austin, and holding board positions with E3 Alliance, the Headliners Club, and Helping Hand Home Society. 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 a range of model-based and discretionary investment strategies supported by internal and third-party portfolio managers and serves individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Kelly Robbins is a financial advisor at Ameriprise with nine years of industry experience. She has been with Ameriprise and its affiliated entities since 2010. Robbins is the owner of XZ8979 LLC, an organization focused on marketing, management, and administration of her practice. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Jody Wilkinson is a financial advisor with Morgan Stanley in San Antonio, TX, holding a Series 66 designation and 18 years of industry experience. She has worked with Morgan Stanley Smith Barney since 2009 and with Morgan Stanley Private Bank, N.A. since 2024. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services that utilize firm-approved tools and investment modeling to support client planning needs.

Nancy De Leon is an International Wealth Advisor at Merrill Lynch Wealth Management. She joined Merrill Lynch in 1995 and has been active in the financial services industry since 1992. Nancy focuses on developing wealth management strategies tailored to the financial objectives of individuals, families, and their businesses, with particular expertise in legacy planning. She holds a bachelor's degree in Economics from Instituto Tecnologico y de Estudios Superiores de Monterrey and has earned professional designations including Certified Exit Planning Advisor (CEPA), Certified Private Wealth Advisor (CPWA), and Personal Investment Advisor (PIA). Nancy offers clients access to the investment resources of Merrill Lynch along with the banking services of Bank of America to address a broad range of financial needs. She serves clients with interests in areas such as education planning, executive compensation, family wealth management, international wealth management, legacy planning, and portfolio management services. Nancy is fluent in English and Spanish. Outside of her professional work, her personal interests include biking, hiking, painting, photography, reading, running marathons, soccer, tennis, traveling, and yoga.

Alberto Maycotte is an International Wealth Advisor at Merrill Lynch Wealth Management. He specializes in international wealth management, managing new wealth, and serving clients in the sports and entertainment sectors. Fluent in English, Spanish, and German, Alberto leverages his language skills to work with a diverse client base. Alberto has been with Merrill Lynch since 1999, assisting families and businesses in navigating their financial needs. He holds professional designations as a Personal Investment Advisor (PIA) and a Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). Alberto earned his Bachelor's Degree from St Mary's University. Outside of his professional duties, Alberto enjoys soccer, tennis, and spending time with his family. He approaches his work with the philosophy of developing personalized financial strategies tailored to help clients pursue their long-term goals.

Daniel Lasater is a financial advisor at Merrill with 15 years of industry experience. He holds Series 63, Series 65, and Series 66 designations. His prior experience includes roles at PNC Bank, BBVA Wealth Solutions, BBVA Securities, BBVA Compass Insurance Agency, Compass Bank, and Texas Capital Bank. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Tyler Scholten is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at Equitable Advisors and Cob & Pen. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering written asset allocation advice, investment manager and fund searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research to build model asset allocations, incorporating ESG eligibility frameworks and supported by affiliates for implementation and portfolio services.

Tammy Swann is a financial advisor with LPL Financial in San Antonio, TX, holding a Series 66 designation and 20 years of industry experience. Her prior roles include positions at SPC, Sigma Financial Corporation, Ameriprise, and Investment Professionals, Inc. She is also involved with Upstream Investment Partners in an investment-related capacity. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions through a broad advisory and brokerage platform that includes financial planning, model portfolios, and institutional programs.

David Schubert is a financial advisor with Primerica Advisors in San Antonio, TX, holding Series 63 and Series 65 licenses and 14 years of industry experience. He has worked with Primerica Advisors since 2017 and previously with PFS Investments Inc. from 2011 to 2016. Outside of his advisory role, he owns David L Schubert Enterprises LLC, a business focused on asset tracking device sales. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and limited discretionary separately managed accounts primarily to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Christopher Goodman is a financial advisor at Fidelity with five years of industry experience. His prior experience includes roles at JP Morgan Chase and Wells Fargo Bank. Outside of his advisory work, he associates with Comal Tubes in New Braunfels, TX, assisting with customer service and river float equipment, and occasionally works as an Uber driver in San Francisco. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to both retail and institutional clients, utilizing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction across a broad investable universe.

Daniel Hernandez is a Series 66-licensed financial advisor at Ameriprise in San Antonio, TX, with eight years of industry experience. He has been with Ameriprise since 2015, including his current role from 2020 onward. Prior to his financial services career, he worked at San Antonio Christian School and the University of Texas at San Antonio. Ameriprise offers a retirement-income planning service tailored to individuals with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis through a centralized consulting team to deliver these recommendations, primarily for clients holding assets in Ameriprise-managed accounts.

Jacob Yaklin is a CFP® with five years of industry experience, currently serving as a financial advisor at LPL Financial in San Antonio, TX. His prior experience includes five years at Oakwell Private Wealth Management, a year with Yaklin Chrysler Dodge Jeep and Ram, and four years of service in the United States Marine Corps. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services through a broad network of representatives to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and asset management solutions, including model portfolios and institutional platforms, supported by machine-learning tools for operational and research purposes.

Omar Siddiqui is a financial advisor with Merrill in San Antonio, TX, holding Series 63 and Series 66 designations and seven years of industry experience. His prior roles include positions at JPMorgan Chase Bank and Deutsche Bank AG. He serves as a board member of the Houston Shifa Foundation, a nonprofit clinic providing affordable health care to underserved communities in Houston. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, providing model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Daniel Crites is a CFP®-credentialed financial advisor with Morgan Stanley in San Antonio, TX, bringing 10 years of industry experience. He has been with Morgan Stanley and its Private Bank division since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs including tailored financial planning and manages approximately $2.74 trillion in client assets.

Mark Gregory is a financial advisor with Primerica Advisors in San Antonio, TX, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. He has been with Primerica Advisors since 1982 and Primerica Financial Services since 1991. In addition to his advisory role, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with a range of model-delivery strategies and separately managed account options under a wrap-fee structure. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, maintaining oversight of model selection and implementation.

Marcus Selva is a financial advisor with LPL Financial in San Antonio, TX, holding Series 63 and Series 65 credentials and 17 years of industry experience. His prior roles include positions at Snowden Lane Partners and Bank of America/Merrill. Selva is involved with Upstream Investment Partners, an entity related to his 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 range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by technology tools and oversight of extensive discretionary assets.

Ryan Mccleary is a CFA® charterholder with 17 years of industry experience. He currently works at Merrill and previously spent 12 years at CITI Private Bank. 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 and serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Henry Shackelford is a Series 66-licensed financial advisor with Morgan Stanley in San Antonio, TX, holding one year of industry experience. His prior roles include positions at Texas Capital Bank and Camino Real Advisors, LLC, as well as time spent in full-time education. Morgan Stanley Wealth Management serves both individual and institutional clients with a range of advisory programs, emphasizing tailored financial planning supported by structured discovery conversations and advanced modeling tools. The firm manages approximately $2.74 trillion in client assets and offers its services through both direct and corporate financial planning agreements.

John Harmon Jr. is a financial advisor at Edward Jones in San Antonio, TX, holding a Series 66 designation with seven years of industry experience. Prior to joining Edward Jones in 2019, he spent 25 years at Southern Glazers of Illinois. 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 wrap fee strategies and separately managed accounts, and operates under a fiduciary standard.