Arturo Andrews Jr. is a registered financial advisor at J.P. Morgan Securities with 21 years of industry experience. He has been with J.P. Morgan Securities since 2012 and concurrently works with JPMorgan Chase Bank, N.A. since 2011. He holds the Series 63 and Series 66 designations. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, delivering customized asset-allocation advice and performance reporting through a rigorous process that incorporates quantitative modeling and ESG criteria.

Christopher Simpson is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Morgan Stanley and Discover Financial Services prior to joining J.P. Morgan in 2017. He is based in San Antonio, TX. J.P. Morgan Securities 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’s approach incorporates an ESG eligibility framework and offers non-discretionary advice through a select group of Wealth Advisors.

Toni Ann Dorsey is a financial advisor with LPL Financial based in San Antonio, TX, holding a Series 66 designation and bringing eight years of industry experience. Her prior roles include positions at PenFed Credit Union, Navy Federal Financial Group, Bank of America, Merrill, and First Command Financial Planning. 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 and third-party asset management, supported by a large network of investment adviser representatives.

Damian Rico is a financial advisor with J.P. Morgan Securities in San Antonio, TX, holding Series 63 and Series 66 licenses and having two years of industry experience. Prior to joining J.P. Morgan Securities in 2024, he worked at USAA for six years and Nationwide Insurance for five years. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Trevor Myres is a financial advisor with Cetera holding the PFS™ and Series 66 designations and three years of industry experience. His background includes roles at Avantax Advisory Services and various business and accounting ventures, including serving as president of Myres CPA PLLC, a firm providing accounting, tax, and financial planning services. He is also involved in business advisory and real estate-related administrative activities through several LLCs. Cetera Investment Advisers LLC is a large SEC-registered advisory firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with various portfolio management options, combining discretionary and non-discretionary authorities, and manages over $256 billion in assets.

Yazmin Flores is a financial advisor at J.P. Morgan Securities with three years of industry experience. She holds Series 63 and Series 66 licenses and has worked at JP Morgan Chase Bank and BBVA prior to her current role. 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 its Wealth Advisors. The firm delivers these services alongside affiliated brokerage and investment management capabilities.

Nicholas Paveglio is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He holds Series 63 and Series 66 registrations and has been with J.P. Morgan Securities since 2014. J.P. Morgan Securities LLC provides institutional consulting services to clients such as 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 and investment management capabilities.

Mark Stawarz is a CFP® professional with 29 years of industry experience, currently affiliated with LPL Financial since 2017. Prior to joining LPL, he worked at USAA Financial Planning Services for 16 years. He also maintains involvement in a fixed index annuity business alongside his advisory work. 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 range of services including financial planning, model portfolios, and institutional platforms, supported by advanced research tools and a broad network of over 22,800 advisors.

Jared Rawson is a financial advisor with J.P. Morgan Securities in San Antonio, TX, holding Series 63 and Series 65 credentials and bringing 19 years of industry experience. His prior roles include positions at Charles Schwab and USAA. 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 to support customized investment recommendations.

Andres Ligarde is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Ibc Bank, La Piazza, Blackshiip, and Hotel Debliz. Andres is based in San Antonio, TX. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset allocation, investment manager searches, and customized performance reporting. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

Michael Glenn is a financial advisor with Wells Fargo Clearing in San Antonio, TX, holding Series 63 and Series 65 licenses and 30 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party analytics.

Renee Re is a financial advisor at Edward Jones in San Antonio, TX, holding a Series 66 designation with 14 years of industry experience. She has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Ellias Baker 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 at Raymond James Financial Services, Inc. and Security Service Federal Credit Union, where he has been employed since 2019. Outside of advising, Baker owns Force Drink Company LLC, where he develops sports drink formulas and manages branding and packaging. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools to support client goals and is notable for its municipal advisory affiliation and recent development of SIMPLE IRA Employer Advisory & Consulting Services.

Spencer Erdman is a financial advisor at J.P. Morgan Securities with Series 63 and Series 66 credentials and three years of industry experience. Prior to joining J.P. Morgan Securities, he worked at Penn State Health and served in the Pennsylvania Army National Guard. Outside of his advisory role, Erdman is a co-owner of Legacy Equine and Livestock Farms, where he is involved in raising livestock, horse boarding, and equine activities. J.P. Morgan Securities provides institutional consulting services to institutional clients, offering asset allocation advice, investment manager searches, and customized performance reporting, with advisory services integrated alongside affiliated brokerage and investment management capabilities.

Elsa Cranford is a financial advisor with Edward Jones in Garden Ridge, TX, holding Series 63 and Series 66 registrations and bringing 21 years of industry experience. She has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of over 23,700 advisors and offers a range of advisory programs with both discretionary and non-discretionary strategies under a fiduciary standard.

Luke Simisky is a financial advisor with J.P. Morgan Securities in San Antonio, TX. He holds a Series 66 designation and has two years of industry experience, including prior roles at J.P. Morgan Chase Bank NA. 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.

Kristian Rivas is a financial advisor at J.P. Morgan Securities with Series 63 and Series 66 credentials and four years of industry experience. His career includes prior roles at JPMorgan Chase Bank and experience in various sectors including hospitality and retail. 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 manager due diligence and an ESG eligibility framework to support client decision-making.

Jereme Brisco is a financial advisor with LPL Financial in San Antonio, TX, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. Prior to joining LPL Financial in 2016, he worked at USAA Financial Planning Services and PRUCO Securities, LLC. Additionally, he is the owner of JW Sports Memorabilia, a business unrelated to his investment activities. 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 and access to model portfolios and third-party asset managers.

Gregory Anderson Jr. is a financial advisor at Edward Jones with 13 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard with approximately $1.01 trillion in assets under management.

Yvonne Trevino is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. She holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities LLC since 2016. The firm 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. Their services are delivered on a non-discretionary basis by a select group of Wealth Advisors, with clients retaining final decision-making authority.