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.

Rochelle Mitchell is a financial advisor with Merrill in San Antonio, TX, holding Series 63 and Series 66 licenses and 17 years of industry experience. She has worked at Merrill since 2009 and at Bank of America, N.A. since 2023. Outside of her advisory role, she is a general partner and managing member of two non-investment entities focused on asset protection. 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 for individuals, high-net-worth clients, and institutions, employing strategic and tactical asset allocation approaches.

Carlin Green is a financial advisor with Equitable Advisors in San Antonio, TX, holding Series 63 and Series 65 designations and seven years of industry experience. Prior to joining Equitable Advisors in 2018, Green worked at Axa Advisors, LLC, as well as in roles outside the financial industry including at Dynamic Systems Inc and the Quartr Circle 7 Hotel. Equitable Advisors serves a diverse 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 a range of third-party advisory models alongside firm-offered solutions.

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 ChFC® credentialed financial advisor with 39 years of industry experience, currently with LPL Financial since 2020. His prior roles include positions at First Allied Advisory Services and New England Securities. Outside of his advisory work, Fox provides mortgage brokerage services through Fox Mortgage Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory programs and platforms, combining large-scale financial activities with investment management services.

Colton Creamer is a financial advisor with Morgan Stanley in San Antonio, TX, holding a Series 66 designation and 14 years of industry experience. His prior roles include positions at Bank of America and Merrill before returning to Morgan Stanley. He serves on the board and on the investment and finance committees of the Texas Military Institute, a nonprofit organization. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and investment research.

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 with Fidelity in San Antonio, TX, holding Series 63 and Series 66 licenses and five years of industry experience. Prior to his current role, he worked at Charles Schwab and served as an officer in the U.S. Army Reserve, a position he has held since 2017. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm offers discretionary and non-discretionary advisory services, fund advisory, and model portfolio delivery, with a focus on systematic methodologies and long-term asset allocation.

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 offering 38 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC before joining Raymond James in 2018. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser that manages approximately $501 billion in assets. The firm serves individuals, including high-net-worth clients, institutions, pension and profit-sharing plans, charitable organizations, and government entities, providing financial planning and investment consulting with a range of portfolio management styles and affiliated research resources.

Quintin Bononcini is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and seven years of industry experience. He has worked at JPMorgan Chase Bank and J.P. Morgan Securities since 2019 and previously at Paesanos from 2017 to 2019. Bononcini also serves as an analyst in the Texas Army National Guard. J.P. Morgan Securities primarily serves institutional clients and retirement plan sponsors, offering investment consulting and advisory services through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Tammy Tyree is a financial advisor at Morgan Stanley with 32 years of experience in the industry. She has worked at Morgan Stanley Smith Barney since 2009 and previously spent nine years at Citigroup Global Markets. She holds Series 63 and Series 65 designations and is based in San Antonio, TX. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

Taylor Gould is a financial advisor at J.P. Morgan Securities in San Antonio, TX, holding a Series 66 designation with three years of industry experience. Prior to joining J.P. Morgan Securities in 2025, Taylor worked at Citigroup Global Markets and Citibank in various roles from 2015 through 2025. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager and fund searches, and customized performance reporting. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

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.