Nicholas Paveglio is a financial advisor with J.P. Morgan Securities in San Antonio, TX, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. He has been with J.P. Morgan Securities since 2014. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting within a non-discretionary advisory program.

Oscar Elizalde III is a financial advisor with Equitable Advisors in New Braunfels, TX. He holds a Series 66 designation and has one year of industry experience. His prior work includes roles within the education sector and insurance before joining Equitable in 2025. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individual clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm utilizes a range of advisory programs and third-party asset managers, focusing on personalized client information and risk assessment to match appropriate investment models.

Stanley Cunningham is a financial advisor with Edward Jones in New Braunfels, TX, holding Series 63 and Series 66 licenses and possessing 43 years of industry experience. He has been with Edward Jones since 1982. Cunningham is involved with a charitable organization in New Braunfels. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment options. The firm is notable for its extensive network of advisors and branches, as well as affiliated services including a trust company and proprietary mutual funds.

Jared Rawson is a financial advisor at J.P. Morgan Securities with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Charles Schwab and USAA. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process integrates quantitative and qualitative research and includes a framework for ESG eligibility.

Michael Jones is a financial advisor with LPL Financial, holding a Series 66 designation and 27 years of industry experience. His prior roles include positions at Next Financial Group, CUSO Financial Services, and Cetera Advisors, among others. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Andres Ligarde is a financial advisor with J.P. Morgan Securities in San Antonio, Texas, holding Series 65 and Series 63 licenses and has two years of industry experience. His prior roles include positions at Ibc Bank, La Piazza, and Blackshiip. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients with a focus on written asset allocation advice, investment manager and fund searches, and customized performance reporting. Their advisory process uses centralized due diligence combining quantitative and qualitative research and includes a framework that may incorporate ESG considerations.

Spencer Erdman is a financial advisor with J.P. Morgan Securities in San Antonio, TX, holding Series 63 and Series 66 licenses and having three years of industry experience. Prior to joining J.P. Morgan, he worked at Penn State Health and served in the Pennsylvania Army National Guard. He is also co-owner of Legacy Equine and Livestock Farms, where he is involved in raising livestock, horse boarding, and providing riding lessons. J.P. Morgan Securities provides institutional consulting services focused on asset allocation advice, investment manager searches, and customized performance reporting for plan sponsors, corporations, endowments, and other institutional clients. The firm’s advisory process integrates quantitative and qualitative research with a focus on eligible strategies and ESG considerations.

Elsa Cranford is a financial advisor with Edward Jones in Garden Ridge, TX, holding Series 63 and Series 66 registrations and bringing 21 years of industry experience. She has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of over 23,700 advisors and offers a range of advisory programs with both discretionary and non-discretionary strategies under a fiduciary standard.

Luke Simisky is a financial advisor with J.P. Morgan Securities in San Antonio, TX, holding a Series 66 designation and two years of industry experience. Before joining J.P. Morgan Securities in 2024, he worked at J.P. Morgan Chase Bank NA from 2021 to 2024. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s process combines quantitative and qualitative research, uses forward-looking capital market assumptions, and includes an ESG eligibility framework.

Gregory Anderson Jr. is a financial advisor at Edward Jones with 13 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2015. 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 strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard with approximately $1.01 trillion in assets under management.

Peter Copps is a financial advisor with J.P. Morgan Securities in San Antonio, TX. He holds Series 63 and Series 66 licenses and has recently begun his career in the industry. Prior to joining J.P. Morgan Securities, he worked at Charles Schwab and has experience outside the financial sector, including a role with the Milwaukee Country Club. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process integrates quantitative and qualitative research and supports a range of eligible investment strategies.

Yvonne Trevino is a financial advisor with J.P. Morgan Securities in San Antonio, TX, holding Series 63 and Series 66 designations and with 16 years of industry experience. She has been with J.P. Morgan Securities since 2016. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. Their non-discretionary program focuses on written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Sergio Jimenez is a financial advisor with J.P. Morgan Securities in San Antonio, TX. He holds Series 63 and Series 66 licenses and has three years of industry experience. His prior roles include positions at Edward Jones and Equitable Advisors LLC. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm’s non-discretionary advisory program focuses on asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Radi Zapryanov is a financial advisor at Edward Jones in New Braunfels, TX, holding a Series 66 designation with 16 years of industry experience. He has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs and affiliated investment products, managing approximately $1.01 trillion in assets. The firm is notable for its large retail advisor and branch network and offers both discretionary and non-discretionary investment strategies under a fiduciary standard.

Angelita Lejarzar is a financial advisor at J.P. Morgan Securities in San Antonio, TX, holding Series 63 and Series 65 credentials with 22 years of industry experience. She previously worked at USAA for 27 years before joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A. in 2026. J.P. Morgan Securities provides institutional consulting services primarily to plan sponsors, corporations, endowments, and other institutional clients through a structured advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting.

Michael Leal is a financial advisor with LPL Financial in New Braunfels, TX, holding Series 63 and Series 65 licenses and possessing 12 years of industry experience. Prior to joining LPL Financial in 2017, he worked at Investment Centers of America, Inc. from 2013 to 2017. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of advisory and brokerage services through a large network of investment adviser representatives, offering solutions such as financial planning, model portfolios, third-party asset management, and institutional platforms.

Rebecca Coker is a financial advisor with Edward Jones in New Braunfels, TX, holding a Series 66 designation and six years of industry experience. She has worked at Edward Jones since 2017 and has prior experience with The Daily Mississippian and The Sipp on South Lamar. Outside of her advisory role, Coker serves as Treasurer for the New Braunfels Jaycees, where she manages the organization's budget and philanthropic efforts. 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 nationwide network of financial advisors and branch offices.

Cristobal Aguirre is a financial advisor at J.P. Morgan Securities in San Antonio, TX, holding a Series 66 designation with one year of industry experience. His prior work includes roles at JPMorgan Chase Bank, Equitable, and Aspect Wealth Management Group, as well as positions outside of finance. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting through a non-discretionary program.

Jay Rogers is a financial advisor with Primerica Advisors in Bulverde, TX, holding Series 65 and Series 63 licenses and four years of industry experience. He has been with Primerica since 2021 and is also the owner of Yerecoin, LLC, which is involved in membership sales for the Greater New Braunfels Chamber of Commerce, where he actively participates. Primerica Advisors sponsors 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-driven strategies managed by third-party asset managers.

Eleanor Donkor is a financial advisor at J.P. Morgan Securities with Series 66 credentials and approximately one year of industry experience. Her prior work includes roles at Priority Investor Loans LLC, Wells Fargo Bank, and various business ventures in capital raise and acquisitions. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through written asset allocation advice, investment manager searches, and customized performance reporting. The firm combines quantitative and qualitative research with a forward-looking approach to build model asset allocations, serving clients who retain final decision-making authority.