Jose Monterroso is a financial advisor at Fidelity with four years of industry experience. He holds the Series 63 and Series 66 licenses. Prior to joining Fidelity, Monterroso held roles at Brick House and Garden Bar and Bistro. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm uses a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from a diverse range of mutual funds, ETFs, and ETPs.

Michael Garza is a financial advisor at Edward Jones in San Antonio, TX, holding a Series 66 designation with three years of industry experience. Before joining Edward Jones in 2022, he worked at Vogt Auctions for one year and managed Cristina's Coins & Jewelry, Inc. for over three decades. He is also the owner of Boogie Bear Invitations, LLC, a party invitation and decor business. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions with a nationwide network of over 23,700 advisors.

Matthew Bauer is a financial advisor at Edward Jones in Schertz, TX, holding Series 63 and Series 66 licenses with four years of industry experience. His prior work includes roles at KGI Wireless, Primerica Financial Services, Texstar Enterprises, GW Communications, and Verizon Communications. Outside of his advisory work, he serves as the Senior Umpire for the Buffalo Valley Youth Association, organizing softball umpire schedules and officiating games. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory strategies and affiliated investment products, operating under a fiduciary standard and maintaining a large nationwide network of financial advisors and branch offices.

David Snelling is a financial advisor at Ameriprise with 40 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Ameriprise offers a retirement-income planning service tailored for individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to provide non-discretionary recommendations through a centralized consulting team.

Jacqueline Cantu is a financial advisor with J.P. Morgan Securities in San Antonio, TX, holding a Series 66 designation and one year of industry experience. Prior to joining J.P. Morgan Securities, she worked at Equitable Advisors and spent 12 years with the Southside Independent School District. J.P. Morgan Securities 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.

Jorge Camero is a financial advisor with J.P. Morgan Securities in New Braunfels, TX, holding Series 63 and Series 66 credentials and bringing 17 years of industry experience. His prior roles include positions at Victory Capital Management, Uber, and The Prudential Insurance Company of America. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines institutional advisory operations with affiliated brokerage and investment management capabilities, offering non-discretionary investment recommendations supported by an in-house manager solutions team and a centralized due-diligence framework.

Patrick Schultz is a financial advisor with Primerica Advisors in San Antonio, TX, holding Series 63 and Series 65 registrations and 26 years of industry experience. He has worked with Primerica Financial Services and Pfs Investments Inc. since 1999 and was employed by Harlandale Independent School District for 17 years. Primerica Advisors is the sponsor and discretionary portfolio manager of a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm operates on a large scale with nearly 3,700 advisors and $15.5 billion in assets under management, employing model-delivery strategies managed by unaffiliated asset managers and supported by well-known custodians and overlay managers.

Cedric Edwards Sr. is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He previously worked at Edward Jones for 22 years and Stifel Independent Advisors for four years before joining LPL Financial. Edwards has a side business involved in investment-related activities through MC Edwards Investments LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individual investors, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supporting advisors with various tools and strategies.

Ben Pruett is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2001. He has been with Fidelity Investments since 1993, beginning as a Financial Representative III before advancing to his current role. With over two decades of experience at the firm, he works with clients to assist them in pursuing their financial goals. Ben emphasizes building long-term relationships with his clients and their families, recognizing that each client has unique circumstances and needs. He utilizes the breadth of resources available at Fidelity to support his clients effectively. No information about his education, credentials, personal interests, or community involvement has been provided.

Michael Jordan is a financial advisor at Edward Jones with 15 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2010. 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 range of discretionary and non-discretionary investment strategies, as well as affiliated mutual funds and other specialized services under a fiduciary standard.

Jorge Burgos is a Financial Advisor with Merrill Lynch Wealth Management. He holds the designation of Personal Investment Advisor (PIA) and has over 12 years of experience in the financial services industry. Jorge works closely with professionals, executives, and families to help them pursue their financial goals through tailored strategies that address investing, retirement planning, tax efficiency, and legacy planning. Jorge's approach centers on understanding what matters most to each client, emphasizing a planning-first and relationship-driven methodology. He assists clients in developing clear plans to prepare for expected and unexpected life events, aiming to help them stay disciplined and focused amid opportunity and uncertainty. He communicates fluently in English and Spanish, facilitating comprehensive financial guidance. He holds a High School Diploma from Schurr High School and an Associate's Degree from Rio Hondo College. Jorge emphasizes ongoing advice and guidance, supporting clients as their needs evolve.

Taylor Lipsit is a financial advisor with Primerica Advisors in San Antonio, TX, holding Series 63 and Series 65 licenses and having two years of industry experience. Prior to joining Primerica Advisors, Lipsit was associated with Primerica Financial Services and has experience running a nutrition and oxygen bar business. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm delivers advisory services through a large network of advisors using model-based strategies developed by unaffiliated asset managers.

Kassandra Gonzalez is a financial advisor at J.P. Morgan Securities with Series 63 and Series 65 licenses and two years of industry experience. She has worked at J.P. Morgan Chase since 2016, including her current role at J.P. Morgan Securities since 2024. 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.

Angel Barra is a financial advisor with J.P. Morgan Securities in San Antonio, TX, holding a Series 66 designation and 11 years of industry experience. His prior roles include positions at Citigroup Global Markets and Victory Capital Management. Outside of finance, he has worked as a rideshare driver for Uber and Lyft. J.P. Morgan Securities 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 investment recommendations.

Luis Farret is a financial advisor with Morgan Stanley, holding a Series 66 designation and bringing 27 years of industry experience. His prior roles include positions at Merrill and Bank of America. He is the owner of Apollo FO LLC, a business related to the automotive and transportation sector. Morgan Stanley Wealth Management serves individual and institutional clients with various advisory programs, emphasizing structured financial planning supported by firm-approved tools and analysis from its Global Investment Committee.

Angel Cantu is a Series 66 licensed financial advisor with Equitable Advisors in San Antonio, TX, bringing one year of industry experience. Prior to this, he held roles at Bill Miller B-B-Q and The University of Texas at San Antonio. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party investment solutions.

David Williams is a financial advisor with J.P. Morgan Securities in San Antonio, TX, holding a Series 66 credential and three years of industry experience. His prior positions include roles at Fidelity Brokerage Services LLC and Fidelity Investments. Outside of finance, he has been involved in health and fitness and operated entrepreneurial ventures such as Fashionsensored.com and Sunhoney LLC. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a combination of quantitative asset-allocation modeling and centralized due diligence. The firm incorporates an ESG eligibility framework and offers non-discretionary advice through a select group of Wealth Advisors.

David Wang is a CFP® professional with 19 years of experience in financial advising. He currently works at Charles Schwab in San Antonio, TX, where he has been since 2020. Prior to joining Schwab, he spent over a decade at USAA in various financial planning and investment management roles. 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 discretionary separately managed accounts and offers multi-asset model portfolios supported by Schwab Center for Financial Research due diligence.

Sara Ortiz is a financial advisor at Ameriprise with 21 years of industry experience. She holds a Series 66 designation and has been with Ameriprise and its affiliate firms since 2016. Outside of her advisory role, Ortiz engages in freelance English-Spanish translation and editing work. Ameriprise offers a retirement-income planning service designed for individuals nearing or in retirement who meet certain asset criteria. The firm uses a centralized consulting team and combines research, modeling, and tax-efficiency analysis to provide tailored, written recommendation reports, primarily for clients with Ameriprise-managed accounts.

German Valladares Alvarenga is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Clearing Services LLC and Wells Fargo Bank, N.A. from 2017 to 2024, as well as at Deglace & Associates Financial Services Inc/Tax Network Group and Real Estate Problems Solvers LLC. 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.