Ifeoluwa Moyosore is a financial advisor at Fidelity with seven years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at J.P. Morgan Securities and Allstate Corporation. Moyosore is based in San Antonio, TX. He works for Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios across various investment vehicles.

Carmen Corona is a financial advisor with Mass Mutual Investors Services in San Antonio, TX, holding a Series 66 designation and 14 years of industry experience. She has been affiliated with MML Investor Services since 2011 and MassMutual Life Insurance Company since 2005. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, employing collaborative, goal-oriented planning supported by proprietary software and offering specialized services such as divorce and estate-settlement planning.

Margaret Flores is a financial advisor with Primerica Advisors in San Antonio, TX, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. She has been with Primerica Advisors since 1996 and Primerica Financial Services since 1995. Outside of her advisory role, she is involved in business activities related to Primerica, including co-ownership of legal entities formed for Primerica business purposes and part-time referrals for home security and automation products. Primerica Advisors provides discretionary asset management 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 uses a curated selection of third-party asset managers and operates under a tiered wrap-fee structure.

Lisa Gonzalez is a financial advisor at Merrill in San Antonio, TX, holding a Series 66 designation with six years at Merrill and a total of five years in the industry. Prior to joining Merrill in 2020, she worked for 17 years at Educational Testing Service. 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 strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

James Angell is a financial advisor with Merrill in San Antonio, TX, holding Series 63 and Series 66 credentials and over 25 years of industry experience. He has worked at Merrill since 2009 and has been with Bank of America, N.A. since 1991. Angell serves as an advisory board member for Tarrytown United Methodist Church of Austin, providing volunteer guidance on governance and operating matters. Merrill, alongside its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm delivers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jeremy Mandel is a financial advisor with Mass Mutual Investors Services in San Antonio, TX, holding a Series 66 designation and 18 years of industry experience. His previous roles include positions at Sequent Planning, LLC and ProEquities, Inc., as well as ongoing involvement with Futurity First Insurance Group since 2013. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, using firm-approved software and structured annual planning engagements.

Douglas Mitchell is a financial advisor with OSAIC in San Antonio, TX, holding Series 63 and Series 66 credentials and 15 years of industry experience. His prior roles include positions at Securities America Advisors, LPL Financial, CUNA Mutual Group, and Swbc Investment Services. He serves as a board member of Heroes Resource Center, a nonprofit organization providing resources to veterans and their families. OSAIC serves a diverse client base, including individual investors, pension plans, corporations, and charitable organizations, through a wide network of advisers and advisory platforms. The firm provides integrated brokerage and advisory services, using firm tools and third-party solutions to construct and manage portfolios with a variety of asset classes.

Bree Soileau is a Series 66 licensed financial advisor with Edward Jones in San Antonio, TX, with two years of industry experience. She previously worked for Alamo 180 for 12 years. Outside of her advisory role, she is a co-owner of a fitness gym in San Antonio and operates an online swim service. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a broad range of households and organizations. The firm offers a wide array of investment advisory programs and maintains a large national network of advisors and branch offices.

Jasmine Ramirez is a financial advisor with J.P. Morgan Securities in San Antonio, TX, holding a Series 66 license and ten years of industry experience. Her work history includes roles at J.P. Morgan Securities since 2015 and Aramark Corporation from 2018 to 2019. Outside of finance, she owns an e-commerce business focused on dropshipping consumer products and works part-time as a shopper for Shipt. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset allocation advice, manager searches, and customized performance reporting through a model that combines quantitative analysis with centralized due diligence.

John Adickes is a financial advisor with Morgan Stanley in San Antonio, TX, holding Series 63 and Series 65 licenses and possessing 28 years of industry experience. His tenure includes roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, as well as prior experience at Citigroup Global Markets from 2000 to 2009. 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 structured discovery processes and analytic tools to model financial outcomes.

Vincent Barron is a financial advisor with Merrill in San Antonio, TX, holding Series 63 and Series 65 licenses and 11 years of industry experience. He previously worked at Raymond James in various roles from 2016 to 2021 before joining Merrill in 2021. Outside of his advisory role, he owns and operates a micro-farm. 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, and institutional investors.

Martin Portillo is a financial advisor at Merrill with six years of industry experience. He holds a Series 66 designation and has prior work experience at Bank of America, Texas Regional Bank, Wells Fargo, and Aetna Insurance. Outside of his advisory role, he is the owner and operator of Portillo Entertainment LLC, a photo booth business based in San Antonio, TX. 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 to individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Pamela Green is a Certified Financial Counselor (ChFC®) with 36 years of industry experience. She has been with MassMutual Investors Services since 2007, serving clients from San Antonio, TX. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers comprehensive financial planning, asset management, and educational seminars, focusing on collaborative, goal-based strategies without discretionary authority over client investments.

Adam Le Win II is a financial advisor with LPL Financial in San Antonio, TX, holding Series 63 and Series 65 credentials and four years of industry experience. His prior work includes roles at Victory Capital Management and Victory Capital Services, along with experience at Karl's Flower and Gift Shop and the University of the Incarnate Word. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individual clients, retirement plans, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by technology tools for operational and research purposes.

Jessie Gonzaga is a financial advisor with Primerica Advisors in San Antonio, TX, holding Series 63 and Series 65 licenses and bringing five years of industry experience. Before joining Primerica, Jessie worked in healthcare roles at University Health and Methodist Hospital for a combined total of 12 years. Jessie also engages in sales of investment-related and home service products through affiliated companies. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable entities. The firm utilizes model-delivery strategies and discretionary separately managed accounts, supported by custodians such as BNY Mellon Advisors and Pershing.

Francis Leidinger is a financial advisor with Mass Mutual Investors Services in San Antonio, TX, holding a Series 66 designation and five years of industry experience. His career includes roles at Eagle Strategies, New York Life Insurance Company, and First Command, as well as 20 years of service in the U.S. Army. Outside of financial services, he is involved in a trucking business and holds an investor position in an oil well venture. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational programs focused on collaborative annual planning and event-driven services.

Steve Rocha II is a financial advisor with Edward Jones in Universal City, TX, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones, he worked at USAA for six years. He serves on the board of the Converse Animal Shelter Inc. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. It offers a wide range of advisory programs and investment strategies through a large nationwide network of financial advisors and branch offices.

Edward Fabela is a financial advisor with J.P. Morgan Securities in San Antonio, TX, holding Series 63 and Series 66 credentials and seven years of industry experience. His career includes multiple roles at J.P. Morgan Securities and JPMorgan Chase Bank, N.A., as well as prior positions at Bank of America and Merrill. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling combined with centralized due diligence. The firm applies an ESG eligibility framework in its investment recommendations and offers services on a non-discretionary basis.

Roland Gayatin is a financial advisor with Primerica Advisors in San Antonio, TX, holding Series 63 and Series 65 licenses and five years of industry experience. He has worked with Primerica Advisors and Primerica Financial Services since 2021 and has been involved with Oblate Missions since 2005. Primerica Advisors is a large institutional firm serving primarily individual investors, including both non-high-net-worth and high-net-worth clients, along with corporate and charitable clients. The firm offers a wrap-fee asset management program that relies on model-delivery strategies managed by unaffiliated asset managers and supports trade execution and custody through established partners.

Michael Heaney is a financial advisor with Merrill in San Antonio, TX, holding Series 63, 65, and 66 licenses and bringing 16 years of industry experience. He has been with Merrill and its affiliate Bank of America, N.A. since 2016. Merrill, together with 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, pension plans, corporations, and charitable organizations.