Antonio Licon is a financial advisor at J.P. Morgan Securities in San Antonio, TX, holding Series 63 and Series 66 credentials with three years of industry experience. He previously worked at USAA for five years before joining J.P. Morgan Securities. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting through a non-discretionary program. The advisory process integrates centralized due diligence with both quantitative and qualitative research to develop model asset allocations.

Sammi Moore is a financial advisor at Edward Jones with Series 65 and Series 63 designations and one year of industry experience. Prior to joining Edward Jones, she worked at LPL Financial, Thrive Mortgage, and Caliber Home Loans. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs and investment solutions, supported by a large nationwide network of financial advisors and branch offices.

Denise Townley is a financial advisor with Edward Jones in San Antonio, TX, holding a Series 66 designation and 13 years of industry experience. She has worked at Edward Jones since 2010, with a brief interval when she was a partner at Townley Technologies, a computer services business. Denise also has experience with Parkhill Baptist Church. 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 and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Richard Sollenberger is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds a Series 66 designation. Prior to joining J.P. Morgan Securities, he worked at Equitable Advisors and spent twelve years at NEISD. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. Their advisory process combines quantitative and qualitative research to deliver asset allocation advice, investment manager searches, and customized performance reporting.

Sergio Gamez is a financial advisor with Primerica Advisors in San Marcos, TX, holding Series 63 and Series 65 credentials and over 32 years of industry experience. His work history includes long-term roles at Primerica Financial Services and PFS Investments, as well as seven years with Hays Consolidated Independent School District. In addition to advisory services, he engages in sales of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, focusing on model-delivery strategies and selected separately managed accounts for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure, with portfolio implementation delegated to BNY Mellon Advisors.

Kevin Wartsbaugh is a financial advisor at Edward Jones with 18 years of industry experience. He holds the CFP®, ChFC®, and Series 66 designations and has been with Edward Jones since 2007. Outside of advisory work, he owns and manages a property and ranch in Texas. 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 and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Sandra Green is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and 24 years of industry experience. She has worked at Primerica Financial Services and PFS Investments Inc. since 2002 and has previous professional experience at AppeXtremeS LLC Conga and APTTUS Corporation. In addition to her advisory role, she is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors sponsors and manages a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm employs model-based investment strategies supported by third-party asset managers and serves nearly 3,700 advisors with approximately $15.5 billion in assets under management.

Michael Conti is a financial advisor with LPL Financial in San Antonio, TX, holding a Series 66 designation and 25 years of industry experience. He has been with LPL Financial since 2007 and previously worked at Mutual Service Corporation for five years. Outside of his advisory role, he is involved in selling life, long-term care, and disability insurance through Trinity Financial Group, a business he operates. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by advanced operational and research tools.

Jonathon Harrison is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining J.P. Morgan Securities, he worked at DWS Distributors, Inc. and Fidelity Investments, and has experience in the restaurant industry. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a non-discretionary advisory program that focuses on asset allocation, investment manager searches, and customized reporting supported by centralized due diligence and a combination of quantitative and qualitative research.

Molly Barloco is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. She holds a Series 66 designation and has worked at firms including Morgan Stanley and Frost Brokerage Services. Outside of finance, she was involved with Tres Locos Photography from 2016 to 2017. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm combines quantitative and qualitative research in its advisory process and offers broader derivatives and commodities capabilities compared to many institutional advisory programs.

Richard Salas is a financial advisor with Primerica Advisors in San Marcos, TX, holding Series 63 and Series 65 licenses and 42 years of industry experience. He has been with Primerica Advisors since 1983 and Primerica Financial Services since 1991. Salas is a member of Three Rivers Evangelical Free Church. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed account options primarily to individual and high-net-worth clients. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, operating under a tiered wrap fee structure.

Arturo Andrews Jr. is a financial advisor at J.P. Morgan Securities with 21 years of industry experience. He holds Series 63 and Series 66 designations and has been with J.P. Morgan Securities since 2012, following prior roles at Merrill, Advisors Asset Management, Inc., and Banc of America Investment Services, Inc. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program that emphasizes written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process is supported by centralized due diligence combining quantitative screens and qualitative research, and includes capabilities in derivatives and commodities.

Christopher Simpson is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and bringing 11 years of industry experience. His career includes roles at Morgan Stanley Smith Barney LLC and Discover Financial Services before joining JPMorgan Chase Bank, N.A., and J.P. Morgan Securities in 2017. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary, written asset allocation advice and customized performance reporting supported by centralized due diligence and a combination of quantitative and qualitative research.

Dana Rovira is a Series 66 licensed financial advisor with 16 years of industry experience, currently with Ameriprise in New Braunfels, TX since 2020. Prior to Ameriprise, she worked at Investment Professionals, Inc. for four years. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service, which provides written recommendations and ongoing advice focused on income reliability and tax-aware withdrawal strategies.

Richard Smith Jr. is a ChFC®-designated financial advisor with LPL Financial, where he has worked since 1995, totaling 31 years with the firm and 46 years of industry experience overall. Prior to and alongside his tenure at LPL, he has been associated with Connecticut General Life Insurance Company since 1979. Outside of his advisory role, he is a partner and investor in a home-based windows and sidings sales business. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of investment adviser representatives to individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of financial planning and portfolio management solutions, utilizing both proprietary research and third-party strategies, supported by advanced operational tools.

Joseph Pyle is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Raymond James & Associates since 2003. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional clients, pension and profit-sharing plans, and municipal entities, offering financial planning and consulting services that are typically non-discretionary, supported by a range of portfolio management styles and affiliated research.

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 66 and Series 63 licenses and having two years of industry experience. His prior roles include six years at USAA and five years with Nationwide Insurance. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting, with clients retaining final decision-making authority.

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 Series 63 and Series 66 credentials and four years of industry experience. She has worked at J.P. Morgan Chase Bank and J.P. Morgan Securities since 2021 and previously was employed at BBVA and Old Navy. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. Its advisory process combines quantitative screens and qualitative research to build model asset allocations and incorporates an ESG eligibility framework.