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.

Ronald Eckert is a financial advisor at Fidelity with Series 66 and Series 63 credentials and 18 years of industry experience. He has worked at Fidelity Investments since 2023 and previously held positions at TIAA-CREF, Giant Food Stores, Kelly Services, and Harland Clarke. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios across mutual funds, ETFs, and ETPs.

Jerry Capetillo is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities since 2012. Prior to that, he worked with Wamu Investments, Inc. and Washington Mutual Bank. 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 brokerage, distribution, and investment management capabilities.

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.

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.

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.

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.

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.

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.

Pablo Sotomayor is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and 15 years of industry experience. His prior roles include positions at Corient and Intercontinental Wealth Advisors LLC. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals. The firm provides multiple investment implementation options, including proprietary and third-party strategies, tailored to client objectives.

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.

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.