Phillip Valadez is a financial advisor with Raymond James & Associates in San Antonio, TX, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has worked at Raymond James since 2018, with prior roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory work, Valadez serves as Chairman of the Deacons for The Fellowship of San Antonio, where he has led capital campaigns and provided financial guidance. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser that serves a diverse client base including individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary services, drawing on a range of portfolio management styles and affiliated research.

John Trusela is a CFP® and ChFC® with 29 years of experience in financial advising. He has been with Ameriprise since 2005, currently serving as an advisor in San Antonio, TX. Outside of his advisory work, he serves as Chairman of the Finance Counsel for St. Francis of Assisi Catholic Church and is a board member of Natural Womanhood. Ameriprise is an institutional firm offering retirement-income planning services primarily for individuals with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, written retirement income recommendations delivered through a centralized consulting team.

Corley Chandler is a financial advisor at J.P. Morgan Securities with a Series 66 designation and three years of industry experience. His prior roles include positions at Cambridge Investment Research Advisors, Texas Hills Financial Group, and Baylor Scott and White Health. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a quantitative asset-allocation approach combined with centralized due diligence and an ESG eligibility framework.

Kyron Lee is a financial advisor with Primerica Advisors in San Antonio, TX, holding Series 63 and Series 65 licenses and seven years of industry experience. His work history includes roles at Greene Tweed and LANCER, as well as multiple positions within Primerica since 2016. Kyron also engages in sales of loan products and home-related services through affiliated companies of Primerica. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm employs model-delivery strategies managed by third-party asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.

Jeremy Porcha is a financial advisor with Charles Schwab, holding Series 63 and Series 66 designations and eight years of industry experience. His work history includes roles at Charles Schwab Bank and Charles Schwab & Co., Inc., as well as prior experience at Enterprise Holdings and Savannah State University. Charles Schwab & Co., Inc. serves primarily 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 combination of non-discretionary and discretionary investment guidance, utilizing multi-asset model portfolios and access to alternative investments.

Monalisa Maldonado is a Series 66 credentialed financial advisor with five years of industry experience. She is currently with J.P. Morgan Securities in San Antonio, TX, having previously worked at Bank of America, Merrill, and Equitable Advisors. 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.

Carlos Camarillo is a financial advisor with Osaic Wealth, Inc. based in San Antonio, TX. He holds the Series 66 designation and has eight years of industry experience. His prior work includes positions at Royal Alliance Associates, INC. and Summit Electric Supply. Camarillo serves as parliamentarian for the Clark Athletic Booster Club, advising on procedural and bylaw matters. Osaic Wealth, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage, investment advisory services, financial planning, and access to third-party money managers through a large network of affiliated advisors.

John Miller is a ChFC® and holds a Series 66 license, currently serving as a financial advisor at LPL Financial with six years of industry experience. His prior roles include positions at Cetera Wealth Services and Minnesota Life. Miller is also a board member of the Gonzales County Wildlife Management Association, a nonprofit organization. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations. The firm offers a range of advisory programs and financial planning services supported by research and multiple investment management options.

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.

Mary Canales is a financial advisor with OSAIC in San Antonio, Texas, holding a Series 63 license and bringing 38 years of industry experience. She previously worked at Lincoln Financial Securities Corporation for 13 years before joining OSAIC in 2025. Outside of her advisory role, she is also an insurance agent offering disability insurance, equity-indexed annuities, fixed annuities, and traditional life insurance. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated advisors, providing integrated brokerage and investment advisory services, financial planning, and access to third-party money managers. The firm employs a variety of asset-allocation tools and supports both discretionary and non-discretionary portfolio management.

Steven Gallegos is a financial advisor at Ameriprise with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Ameriprise and Ameriprise Financial Services, Inc. since 2016. Outside of his advisory role, he serves as a Business Development Manager and member of the Mesquite Investment Committee for SONT1314 LLC, where he provides financial planning advice and product training. Ameriprise is a large institutional firm offering a retirement-income planning service for clients approaching or in retirement, typically serving those with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary retirement recommendations.

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 a Series 66 credential and has previous work experience that includes roles in education and various customer service and management positions. 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 through a select group of Wealth Advisors. The firm combines large institutional advisory operations with multiple market-facing registrations and functions.

Andrew Renteria is a financial advisor with J.P. Morgan Securities in San Antonio, TX, holding Series 63 and Series 66 licenses and eight years of industry experience. His prior roles include positions at Bank of America/Merrill Lynch and JPMorgan Chase Bank, N.A. Outside of his advisory work, he is a co-owner of a family-run business unrelated to investment management. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm operates within the broader J.P. Morgan organization and offers a range of registered products and strategies through its Institutional Consulting Services program.

Abraham Guzman is a Series 66 licensed financial advisor at J.P. Morgan Securities with 11 years of industry experience. He has worked at J.P. Morgan Chase Bank and J.P. Morgan Securities since 2020 and previously spent 15 years with Bank of America and Merrill. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using quantitative asset-allocation modeling and centralized due diligence. The firm applies an ESG eligibility framework in its recommendations and operates within the broader J.P. Morgan broker-dealer and banking organization.

Jeffery Bruton is a financial advisor with Edward Jones in San Antonio, TX, holding a Series 66 credential and two years of industry experience. Prior to joining Edward Jones in 2023, 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 solutions supported by a large network of financial advisors and branch offices nationwide.

Jennifer Lyssy is a financial advisor with Wells Fargo Advisors in San Antonio, TX, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. She has worked with Wells Fargo entities since 2010. Outside of her advisory role, she serves as treasurer for the Harlingen High School Girls Soccer Booster organization. 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. The firm offers a broad range of planning services, employing proprietary research and tools to develop tailored recommendations, with clients deciding whether and how to implement them through various brokerage or advisory programs.

Giovanni Corona Hernandez is a financial advisor at Merrill with one year of industry experience. He holds a Series 66 designation and has been with Merrill since 2018, also working at Bank of America, N.A. since 2025. Outside of his advisory role, he serves as a director of Limitless Education Inc., where he assists with college readiness and outreach initiatives. 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 for a range of clients including individuals, high-net-worth clients, and charitable organizations.

Erica Serrano is a financial advisor with Merrill in San Antonio, TX, holding Series 63 and Series 65 credentials and 12 years of industry experience. She has worked at Merrill since 2019, following previous roles at J.P. Morgan Securities LLC and Charles Schwab. 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, pension plans, corporations, and charitable organizations.