Kyle Wofford is a financial advisor at Raymond James & Associates with Series 66 registration and one year of industry experience. Prior to joining Raymond James, he worked at Travelers Insurance and The Hartford Fire Insurance. Raymond James & Associates, Inc. is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $500.956 billion in assets with over 5,400 financial advisors. The firm provides wealth advisory planning and investment consulting to a diverse client base, including individuals, institutions, and government entities, delivering advice on a non-discretionary basis supported by extensive research and a broad affiliate network.

Deric Eldridge is a financial advisor with Ameriprise Financial Services, holding Series 63 and Series 65 licenses and eight years of industry experience. He previously worked at CUNA Brokerage Services and Randolph Brooks FCU. Outside of his advisory role, he serves as a soccer referee for South Texas Soccer Referees, Inc. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients. It offers a specialized Premier Retirement Income service that provides tailored retirement planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Ifeoluwa Moyosore is a financial advisor with Fidelity, holding Series 65 and Series 63 licenses and seven years of industry experience. Prior to joining Fidelity, Moyosore worked at J.P. Morgan Securities and Allstate Corporation. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm uses a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, with distinctive roles such as acting as a commodity pool operator and employing AI-driven research methods.

Alberto Puentes is a financial advisor with J.P. Morgan Securities, holding Series 66 and Series 63 credentials and 23 years of industry experience. His prior roles include positions at Cabrera Capital Markets, Vision Financial Markets, and SB Value Partners. 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 to support customized investment recommendations.

Carmen Corona is a financial advisor with Mass Mutual Investors Services in San Antonio, TX, holding a Series 66 designation and 14 years of industry experience. She has been affiliated with MML Investor Services since 2011 and MassMutual Life Insurance Company since 2005. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, employing collaborative, goal-oriented planning supported by proprietary software and offering specialized services such as divorce and estate-settlement planning.

Jessica Mccord is a financial advisor at Raymond James Financial with 17 years of industry experience. She holds a Series 66 designation and has worked at firms including Infinex Investments and Rodan and Fields. Outside of her advisory role, she is a joint owner of Cocktail Crafthaus Co, a business focused on social media marketing support. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm offers financial planning, non-discretionary investment consulting, and access to various managed account programs, emphasizing advisory services and implementation support.

Koko Black is a financial advisor at J.P. Morgan Securities with one year of industry experience. Prior to joining J.P. Morgan, Black worked at Equitable and JPMorgan Chase Bank, N.A. Outside of advisory work, Black has been an Uber driver and holds power of attorney for their mother. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a process that combines quantitative asset-allocation modeling and centralized due diligence. The firm employs an ESG eligibility framework in its recommendations and delivers services on a non-discretionary basis with clients retaining final decision authority.

Margaret Flores is a financial advisor with Primerica Advisors in San Antonio, TX, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. She has been with Primerica Advisors since 1996 and Primerica Financial Services since 1995. Outside of her advisory role, she is involved in business activities related to Primerica, including co-ownership of legal entities formed for Primerica business purposes and part-time referrals for home security and automation products. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, which offers model-delivery strategies and a limited number of separately managed account options to individual and high-net-worth clients. The firm uses a curated selection of third-party asset managers and operates under a tiered wrap-fee structure.

Johnathan Kaczyk is a CFP®-certified financial advisor with 10 years of industry experience. He currently works at Charles Schwab in San Antonio, TX, having joined the firm in 2025 after several years at USAA in various financial planning and investment roles. 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 related managed-account and financial planning services. The firm offers both non-discretionary advisory guidance and access to discretionary separately managed accounts, supported by a multi-asset investment approach and centralized operational infrastructure.

Lisa Gonzalez is a Series 66-licensed financial advisor at Merrill with six years at the firm and a total of five years of industry experience. Prior to joining Merrill in 2020, she worked for 17 years at Educational Testing Service. 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.

James Angell is a financial advisor with Merrill in San Antonio, TX, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has been with Merrill since 2009 and has a long tenure at Bank of America dating back to 1991. Outside of his advisory work, Angell serves as an advisory board member for Tarrytown United Methodist Church of Austin, providing volunteer guidance on governance and operating issues. 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 for individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Finley Scott is a financial advisor at J.P. Morgan Securities with a Series 66 credential and one year of industry experience. Prior to joining J.P. Morgan, he held positions at JPMorgan Chase Bank, Charles Schwab, and Sellside Group 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 investment recommendations.

Jeremy Mandel is a financial advisor with Mass Mutual Investors Services in San Antonio, TX, holding a Series 66 designation and 18 years of industry experience. His previous roles include positions at Sequent Planning, LLC and ProEquities, Inc., as well as ongoing involvement with Futurity First Insurance Group since 2013. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, using firm-approved software and structured annual planning engagements.

Robert Salgado is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He holds the Series 66 designation and has been with J.P. Morgan since 2016, including roles at both JPMorgan Securities LLC and JP Morgan Chase Bank, N.A. 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 brokerage, distribution, and investment management capabilities.

Daniel Walker is a CFP® with 26 years of experience currently serving at Charles Schwab in San Antonio, TX. His prior experience includes roles at USAA Investment Management Company and USAA Financial Advisors, with a career spanning over two decades in financial planning and advisory services. Outside of his advisory work, he owns and manages two rental properties. 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 related financial planning services. The firm combines non‑discretionary advisory relationships with access to discretionary managed accounts, providing multi‑asset model portfolios and alternative investment options supported by centralized supervision and custody.

Douglas Mitchell is a financial advisor with OSAIC in San Antonio, TX, holding Series 63 and Series 66 credentials and 15 years of industry experience. His prior roles include positions at Securities America Advisors, LPL Financial, CUNA Mutual Group, and Swbc Investment Services. He serves as a board member of Heroes Resource Center, a nonprofit organization providing resources to veterans and their families. OSAIC serves a diverse client base, including individual investors, pension plans, corporations, and charitable organizations, through a wide network of advisers and advisory platforms. The firm provides integrated brokerage and advisory services, using firm tools and third-party solutions to construct and manage portfolios with a variety of asset classes.

Bree Soileau is a Series 66 licensed financial advisor with Edward Jones in San Antonio, TX, with two years of industry experience. She previously worked for Alamo 180 for 12 years. Outside of her advisory role, she is a co-owner of a fitness gym in San Antonio and operates an online swim service. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a broad range of households and organizations. The firm offers a wide array of investment advisory programs and maintains a large national network of advisors and branch offices.

Sydney Vogel is a financial advisor with Charles Schwab in San Antonio, TX, holding Series 63 and Series 66 credentials and two years of industry experience. Prior to joining Schwab, they worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. Additionally, Sydney has experience outside finance, including roles with In-N-Out Burger and involvement in staffing through The Florez Group Inc. Charles Schwab & Co., Inc. serves a large client base—primarily high- and ultra-high-net-worth individuals—offering a combination of non-discretionary and discretionary advisory services through its Schwab Wealth Advisory wrap fee program and affiliated managed accounts. The firm integrates brokerage, custody, and advisory services with a multi-asset investment approach and access to alternative investments.

John Adickes is a financial advisor at Morgan Stanley in San Antonio, TX, holding Series 63 and Series 65 designations with 28 years of industry experience. He has worked at Morgan Stanley Private Bank since 2015 and has been with Morgan Stanley Smith Barney and Citigroup Global Markets since 2009 and 2000, respectively. Morgan Stanley Wealth Management serves individuals and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and processes. The firm manages approximately $2.74 trillion in client assets and offers services through both direct client relationships and corporate financial planning agreements.

Vincent Barron is a financial advisor at Merrill based in San Antonio, TX, with 10 years of industry experience. He holds Series 63 and Series 65 registrations and has worked at several Raymond James affiliated firms before joining Merrill in 2021. Outside of his advisory role, he owns a micro-farm in San Antonio. 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 for individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.