Douglas Sehres is a financial advisor at Ameriprise in San Antonio, TX, holding a Series 66 designation with 17 years of industry experience. He previously worked at Planto Roe Financial Services, Minnesota Life Insurance Company, and Securian Financial Services, Inc. Sehres is also involved in independent insurance brokering with a focus on disability income. Ameriprise offers a retirement-income planning service tailored for individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficient strategies to provide non-discretionary, written recommendation reports delivered in partnership with financial advisors. The firm serves clients through a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Carlin Green is a financial advisor with Equitable Advisors in San Antonio, TX, holding Series 63 and Series 65 licenses and seven years of industry experience. His prior work includes roles at Axa Advisors, Dynamic Systems Inc, and Quartr Circle 7 Hotel. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement plan support, and access to asset management through LPL programs and third-party asset managers. The firm operates a hybrid referral and implementation model, offering both advisory and brokerage/insurance services tailored to client goals and risk tolerance.

Karen Fagerberg is a financial advisor with Edward Jones in San Antonio, TX, holding a Series 66 designation and nine years of industry experience. She has been with Edward Jones since 2016 and previously worked at the YMCA of Greater San Antonio from 2014 to 2016. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,700 financial advisors.

William Fox is a financial advisor with LPL Financial in San Antonio, TX, holding the ChFC® and Series 63 designations and bringing 39 years of industry experience. He previously worked at First Allied Advisory Services and First Allied Securities, Inc. Fox is also involved in mortgage brokerage services through Fox Mortgage Services. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a diverse client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, utilizing model portfolios, third-party subadvisors, and technologies such as machine learning to support its investment strategies.

Colton Creamer is a Series 66 licensed financial advisor with 13 years of industry experience. He is currently with Morgan Stanley and has previously worked at Bank of America and Merrill. Creamer serves on the investment and finance committees of the Texas Military Institute, a nonprofit organization in San Antonio. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets through a structured planning process and diversified investment offerings.

Tiffany Raines is a financial advisor at J.P. Morgan Securities with 19 years of industry experience. She holds Series 63 and Series 66 licenses and has been with J.P. Morgan since 2015, including her current role at J.P. Morgan Securities LLC since 2018. 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. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering its program on a non-discretionary basis.

Thomas Mc Nairy is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and bringing 33 years of industry experience. He has been with J.P. Morgan Securities since 2012. J.P. Morgan Securities 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 broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Conor Salinas is a financial advisor with J.P. Morgan Securities in San Antonio, TX. He holds Series 63 and Series 66 registrations and began his career in the financial industry in 2025 following roles at Charles Schwab and Atkins Expert Sinus Care. Prior to entering finance, he studied at the University of Texas at Austin. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a combination of quantitative asset-allocation modeling and centralized due diligence, with an ESG eligibility framework applied to recommended strategies.

Steven Romero is a financial advisor at Fidelity with Series 66 and Series 63 licenses and five years of industry experience. His prior work includes roles at Charles Schwab and ASRC Federal Contractor. He serves as an officer in the U.S. Army Reserve. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

James Loyd is a financial advisor with Edward Jones based in San Antonio, TX, holding a Series 66 designation and four years of industry experience. Prior to joining Edward Jones in 2022, he worked at Byrider from 2006 to 2021. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a broad range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

John Nebens is a financial advisor with Raymond James & Associates in San Antonio, TX, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Raymond James & Associates offers financial planning and investment consulting services to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm provides tailored financial plans and investment recommendations through both non-discretionary and discretionary advisory programs, and it has capabilities in public finance and municipal services.

Quintin Bononcini is a financial advisor with J.P. Morgan Securities in San Antonio, TX, holding a Series 66 designation and six years of industry experience. He has worked at JPMorgan Chase Bank and J.P. Morgan Securities since 2019 and previously was employed at Paesanos. Bononcini also serves as an analyst in the Texas Army National Guard, a position he has held since 2015. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a quantitative asset-allocation approach combined with centralized due diligence. The firm includes an ESG eligibility framework in its investment recommendations and operates within the broader J.P. Morgan organization, offering access to a wide range of products including security-based swaps and futures.

Tammy Tyree is a financial advisor with Morgan Stanley in San Antonio, TX, holding Series 63 and Series 65 licenses. She has 32 years of industry experience, including 17 years with Morgan Stanley Smith Barney and 26 years with Citigroup Global Markets. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individuals and institutions, managing approximately $2.74 trillion in client assets and providing customized financial planning through its Financial Advisors and Estate Planning Strategies Group.

Taylor Gould is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds a Series 66 designation and has previously worked at Citigroup Global Markets and Citibank. Gould is based in San Antonio, TX. J.P. Morgan Securities 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 institutional advisory operations with brokerage and investment management capabilities.

Kaisa Holloway Cripps is a financial advisor at J.P. Morgan Securities with Series 63 and Series 66 credentials and one year of experience at the firm. Her prior work includes positions in academic institutions such as Schreiner University and the University of Massachusetts Dartmouth, as well as roles with nonprofit organizations including the Buttonwood Park Zoological Society. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, utilizing quantitative asset-allocation modeling and centralized due diligence to deliver customized performance reporting and investment recommendations.

Michael Chansley is a CFP® with 27 years of industry experience, currently serving at Charles Schwab in San Antonio, TX. His prior roles include positions at USAA Investment Management Company and USAA Financial Planning Services. Outside of his advisory work, he volunteers as a scorekeeper and referee for indoor soccer matches at the Northwoods Ice Center. 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 combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers integrated brokerage, custody, and cash-sweep services.

Elsa Balli is a Series 66-credentialed financial advisor with 19 years of industry experience, currently with Wells Fargo Advisors since 2023. She previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC from 2009 to 2023. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of investment and fee-based financial planning services, utilizing proprietary research and planning tools to develop tailored recommendations.

Juan Carlos Bustos Mares serves as a Private Wealth Advisor with Merrill Private Wealth Management, specializing in the Spanish-speaking markets within the USA and internationally. He brings over 15 years of experience to his role, providing tailored financial strategies designed to meet the unique needs of clients across borders. Juan Carlos is fluent in both English and Spanish, which supports his ability to serve a diverse client base effectively. He holds a master's degree in finance and economics from ITESM University, Mexico City, and a bachelor's degree from the same institution. His expertise spans a broad spectrum of financial services, including corporate executive services, executive compensation, family wealth management strategies, institutional consulting, international wealth management, and tax minimization strategies. He also holds the Personal Investment Advisor (PIA) designation. Outside of his professional activities, Juan Carlos enjoys playing tennis, traveling, and volleyball.

Diane Marcus is a Series 66 licensed financial advisor with 17 years of industry experience. She has worked at Citi for 11 years and Ameriprise Financial Services for one year before joining Edward Jones in 2023. 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 wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Harold Puhl Jr. is a financial advisor at Cetera with 43 years of industry experience. He holds the Series 63 and Series 66 credentials and has been with Cetera and its affiliated entity, Cetera Wealth Services, LLC, since 2013. He is also an affiliated person of Financial Network–Landmark Region, a financial services business. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and retirement services, utilizing a multi-manager platform and various program options under discretionary and non-discretionary authorities.