Patrick Bitter is a financial advisor at Merrill with 27 years of industry experience. He has been with Merrill since 1996 and holds Series 63 and Series 66 registrations. Outside of his advisory role, he serves as secretary and treasurer of the Sursum Corda Foundation. 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 individuals, high-net-worth clients, and institutional investors.

William Johnson is a financial advisor with Charles Schwab in San Antonio, TX, holding Series 63 and Series 65 licenses and 21 years of industry experience. His prior roles include positions at Edward Jones and USAA Group. Johnson has been with Charles Schwab and Charles Schwab Bank since 2022. Charles Schwab & Co., Inc. serves a large client base, 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 mix of non-discretionary investment guidance and access to discretionary separately managed accounts, supported by multi-asset model portfolios and due diligence from Schwab’s Center for Financial Research.

Manuel Von Schulenburg is an International Wealth Advisor and Senior Vice President at Merrill Lynch Wealth Management. He began his financial services career in 1988 and has held positions with several firms, including Shearson Lehman Brothers before joining Merrill Lynch in 1992. In his current role, Manuel serves corporate executives, business owners, and their families in the U.S. and Mexico, focusing on managing wealth through evolving financial markets and international regulations. He also functions as a Portfolio Manager, managing personalized investment strategies for his clients. Manuel’s educational background includes a high school diploma from CUM Centro Universitario Mexico and an associate degree from the CBM School of Business in San Antonio, Texas. He holds the designation of Personal Investment Advisor (PIA). His professional approach centers on understanding clients’ values and goals through one-on-one conversations to assist in pursuing life objectives and legacy planning. Outside of his advisory work, Manuel has been active in community service along with his wife, Ericka. They have volunteered in various capacities since 2005, including organizing retreats and fundraising. Manuel and his family enjoy boating, water sports, and bicycle riding. His daughter Jacqueline, who has worked with him at Merrill Lynch since 2021, is fully registered and part of his professional team.

David Dunham is a Series 66 credentialed financial advisor at Ameriprise Financial Services with 18 years of industry experience. He has been with Ameriprise since 2016, serving in both the LLC and Inc. entities. Based in San Antonio, TX, Dunham’s career has been focused solely within Ameriprise. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides clients approaching or in retirement with written Recommendation Reports and ongoing planning advice centered on dependable income sources and tax-aware withdrawal strategies.

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.

Antonio Carias is a financial advisor with Merrill based in San Antonio, TX, holding a Series 66 designation and 15 years of industry experience. He has worked at both Bank of America, N.A. and Merrill since 2011. 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 Chief Investment Office teams and third-party managers, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Kirsten Callaway Lolie is a financial advisor at J.P. Morgan Securities with three years of industry experience. She holds the Series 66 designation and previously worked at Bank of America for twelve years before joining J.P. Morgan Chase Bank, N.A. and J.P. Morgan Securities in 2025. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their program offers non-discretionary, written asset allocation advice, investment manager searches, and customized performance reporting, supported by a manager solutions team that combines quantitative and qualitative research.

Carlos Camarillo is a financial advisor at OSAIC with eight years of industry experience. He holds a Series 66 designation and has worked at Royal Alliance Associates, INC. since 2018. Outside of his advisory role, he serves as a parliamentarian for the Clark Athletic Booster Club, providing guidance on procedural rules and bylaws. OSAIC Wealth serves a broad range of retail and institutional clients, offering brokerage and advisory services through multiple programs that include comprehensive financial planning, managed portfolios, and retirement plan consulting. The firm’s investment approach centers on model-based asset allocation and portfolio optimization, supported by various tools and third-party manager selections.

John Miller is a financial advisor at LPL Financial with six years of industry experience. He holds the ChFC® designation and the Series 66 license. His prior roles include positions at Cetera Wealth Services, Minnesota Life, and Tax and Financial Group. Outside of his advisory work, Miller serves as a board member for the Gonzales County Wildlife Management Association. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides financial planning, model portfolio programs, third-party asset management, and institutional platforms. The firm supports a wide range of clients, including individuals, retirement plan participants, banks, and trust companies, with advisory services delivered through a large network of investment adviser representatives.

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.

Joseph Wise Jr. serves as the Senior Resident Director at Merrill Lynch Wealth Management, bringing decades of experience to his role. He specializes in total portfolio management, asset allocation, and diversification strategies, applying his expertise to help clients pursue their financial goals. With a career spanning over 35 years at Merrill Lynch, Joseph has held significant leadership positions including Senior Financial Advisor and Senior Resident Director of the Corpus Christi office. His professional credentials include the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. Joseph earned a Bachelor's degree from the University of Houston System and an Associate's degree from Del Mar College. Beyond his professional work, he contributes to the community through involvement with organizations such as Corpus Christi's Science and History Museum, Northwest Rotary, and the USS Museum Lexington On The Bay.

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.

Brenda Garza is a financial advisor at Merrill with Series 66 credentials and two years of industry experience. She previously worked at J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A. before joining Merrill. 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. The firm offers both model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Antony Prokopiou is a financial advisor at Merrill with a Series 66 credential and four years of industry experience. He previously worked at First Republic Bank and SmartBiz before joining Merrill in 2021. Outside of his advisory role, he owns Meauxkopiou LLC, a limited liability company. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.

Amanda Perkins is a financial advisor with Merrill based in San Antonio, TX, holding Series 63 and Series 66 licenses and five years of industry experience. Her work history includes roles at Bank of America, Merrill Lynch, and Huntington National Bank. Perkins also has an ongoing affiliation with Western Governors University. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Sheila Tondre is an Investment Management Consultant II at Fidelity Investments, where she focuses on developing comprehensive financial plans tailored to each client's unique goals. She emphasizes a collaborative process that fosters strong client relationships and trust, which she considers essential to addressing clients' evolving financial needs. Sheila has accumulated extensive experience in financial consulting and wealth management, having worked as a Financial Consultant at Fidelity Investments since 2022. Prior to this role, she served as a Private Client Advisor at J.P. Morgan Securities LLC from 2019 to 2022 and as a Wealth Management Advisor at TIAA from 2015 to 2019. Outside of her professional work, Sheila engages in activities such as biking, family activities, fitness, parenthood, running, and volunteering.

Andrew Renteria is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing eight years of industry experience. His career includes roles at J.P. Morgan Securities and Bank of America/Merrill Lynch. Outside of his advisory work, he is a co-owner of a family rental property in San Antonio. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors, offering non-discretionary asset allocation advice, investment manager searches, and customized performance reporting.

Abraham Guzman is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds a Series 66 designation and has worked at JP Morgan Chase Bank and Bank of America, including Merrill, since 2005. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their advisory process involves centralized due diligence combining quantitative and qualitative research to deliver asset allocation advice, investment manager searches, and customized performance reporting.