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 a Series 66 designation and two years of industry experience. She previously worked at J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A. from 2016 to 2022 and has five years of experience at South Texas College. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a broad client base that includes individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Antony Prokopiou is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. He previously worked at First Republic Bank and SmartBiz before joining Merrill in 2021. He is also the owner of Meauxkopiou LLC, a limited liability company based in California. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a wide range of clients including individuals, high-net-worth individuals, pension plans, charitable organizations, and corporate fiduciaries.

Amanda Perkins is a financial advisor with Merrill in San Antonio, TX, holding Series 63 and Series 66 licenses and five years of industry experience. She has worked at Bank of America and Huntington National Bank and is also affiliated with Western Governors University. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a variety of model-based and discretionary investment strategies to individuals, high-net-worth clients, and institutional investors. The firm integrates with Bank of America’s broader corporate platform, providing access to a wide range of products and services.

Steven Gallegos is a financial advisor at Ameriprise with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Ameriprise and Ameriprise Financial Services, Inc. since 2016. Outside of his advisory role, he serves as a Business Development Manager and member of the Mesquite Investment Committee for SONT1314 LLC, where he provides financial planning advice and product training. Ameriprise is a large institutional firm offering a retirement-income planning service for clients approaching or in retirement, typically serving those with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary retirement recommendations.

Kevin Bueker is a financial advisor at Charles Schwab with Series 63 and Series 66 credentials and three years of industry experience. His work history includes roles at Charles Schwab & Co., Inc., Charles Schwab Bank, Texas Regional Bank, and Amegy Bank. He is also president of Rock Solid Teaching, a corporation focused on K-12 financial literacy training and education, though it is not currently active. Charles Schwab & Co., Inc. serves a large client base primarily composed of 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 combined advisory and brokerage platform with a client model that includes both non-discretionary advisory services and access to affiliated discretionary separately managed accounts.

Sheila Tondre is an Investment Management Consultant II at Fidelity Investments, where she focuses on developing comprehensive financial plans tailored to each client's unique goals. She emphasizes a collaborative process that fosters strong client relationships and trust, which she considers essential to addressing clients' evolving financial needs. Sheila has accumulated extensive experience in financial consulting and wealth management, having worked as a Financial Consultant at Fidelity Investments since 2022. Prior to this role, she served as a Private Client Advisor at J.P. Morgan Securities LLC from 2019 to 2022 and as a Wealth Management Advisor at TIAA from 2015 to 2019. Outside of her professional work, Sheila engages in activities such as biking, family activities, fitness, parenthood, running, and volunteering.

Alexander Dean is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds a Series 66 credential and has previous work experience that includes roles in education and various customer service and management positions. 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 multiple market-facing registrations and functions.

Andrew Renteria is a financial advisor with J.P. Morgan Securities in San Antonio, TX, holding Series 63 and Series 66 licenses and eight years of industry experience. His prior roles include positions at Bank of America/Merrill Lynch and JPMorgan Chase Bank, N.A. Outside of his advisory work, he is a co-owner of a family-run business unrelated to investment management. 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 an ESG eligibility framework. The firm operates within the broader J.P. Morgan organization and offers a range of registered products and strategies through its Institutional Consulting Services program.

Jeffery Bruton is a financial advisor with Edward Jones in San Antonio, TX, holding a Series 66 credential and two years of industry experience. Prior to joining Edward Jones in 2023, he worked at Twin Eagle Solutions, Blackstar Fiber, Apache Corporation, and Oncor Electric Delivery. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Shelby Bracho is a Financial Advisor affiliated with Merrill Lynch Wealth Management. In this role, Shelby collaborates directly with clients to develop personalized investment strategies aligned with their individual goals and life circumstances. Shelby provides ongoing advice and works to adapt clients' portfolios as their situations evolve. Shelby specializes in helping clients manage a variety of financial priorities, including purchasing a home, saving for education, caring for elderly family members, and planning for healthcare needs. Shelby holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) professional designations. Shelby earned a Bachelor's Degree from the California State University System.

Jennifer Lyssy is a financial advisor with Wells Fargo Advisors in San Antonio, TX, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. She has worked with Wells Fargo entities since 2010. Outside of her advisory role, she serves as treasurer for the Harlingen High School Girls Soccer Booster organization. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, employing proprietary research and tools to develop tailored recommendations, with clients deciding whether and how to implement them through various brokerage or advisory programs.

Javier Gonzalez Jr. is a financial advisor with J.P. Morgan Securities in San Antonio, TX, holding Series 63 and Series 65 licenses and 18 years of industry experience. He has worked at J.P. Morgan Chase Bank and JPMorgan Securities since 2018, and previously held roles at BBVA Wealth Solutions, BBVA Securities, BBVA Compass Insurance Agency, and COMPASS Bank from 2014 to 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 through a select group of Wealth Advisors. The firm combines institutional advisory operations with brokerage, distribution, and investment management capabilities, delivering recommendations on a non-discretionary basis.

James Eller is a financial advisor with LPL Financial in San Antonio, TX, holding a Series 63 designation and 40 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC for a combined 13 years before joining LPL Financial in 2022. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a diverse client base, including individuals, retirement plans, banks, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios, third-party research, and technology-driven investment strategies.

Joseph Dubrof is a financial advisor at Morgan Stanley with 30 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Morgan Stanley since 2009, including time with Morgan Stanley Private Bank, National Association. Outside of his advisory role, he is involved in private investments and serves as managing partner or president of several investment-related entities. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutional clients, emphasizing tailored financial planning supported by firm-approved tools and structured discovery conversations. The firm manages approximately $2.74 trillion in client assets and provides both direct and employer-sponsored financial planning services.

Luis Hernandez is a financial advisor with Morgan Stanley in San Antonio, TX, holding Series 63 and Series 66 licenses and 15 years of industry experience. His prior work includes positions at Frost National Bank, Frost Brokerage Services, and Frost Investment Services. Hernandez has been with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2024. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers diverse financial services through its extensive network of advisors.

Christopher Flannery is a financial advisor at Merrill with 29 years of industry experience. He has been with Merrill since 1992 and holds Series 63 and Series 66 licenses. Flannery serves on several advisory boards, including the San Antonio College Financial Management Service Committee and the San Antonio Sports Foundation. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, and institutional investors.

Meliza Brecht is a financial advisor with J.P. Morgan Securities in San Antonio, TX, holding Series 63 and Series 66 licenses and four years of industry experience. Her prior roles include positions at Morgan Stanley, Wealth Watch Advisors, and Frost Brokerage/Frost Bank. She also manages a personal residential rental business. 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 an ESG eligibility framework in its recommendations.

Jacqueline Murie Garcia is a financial advisor at Morgan Stanley in San Antonio, TX, holding a Series 66 designation. She has five years of experience at Morgan Stanley and previously worked five years at Capital Group. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individual and institutional clients, offering tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and delivers planning services both directly and through corporate agreements.