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.

Giovanni Corona Hernandez is a financial advisor with Merrill based in San Antonio, TX, holding a Series 66 designation and one year of industry experience. He has previously worked at Bank of America, N.A., and has held roles in educational and retail settings. Outside of his advisory duties, he serves as a director for Limitless Education Inc., a nonprofit focused on college readiness and outreach. 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, and institutional investors.

Erica Serrano is a financial advisor at Merrill with 11 years of industry experience. She holds the Series 63 and Series 65 designations and has worked previously at J.P. Morgan Securities LLC and Charles Schwab. She is based in San Antonio, TX. 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, pension plans, charitable organizations, and corporate fiduciaries.

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.

Steven Damiani is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 credentials and bringing 36 years of industry experience. He currently serves as Vice President and Program Manager for the investment program at Security Service Federal Credit Union in San Antonio, TX. His prior experience includes roles at Emerson Equity LLC and SENSUS Wealth Management Group, LLC. Raymond James Financial Services Advisors provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth investors, pension plans, and government entities. The firm offers tailored advisory services and specialized programs such as SIMPLE IRA Employer Advisory & Consulting Services for small businesses.

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.

Patricia Mcgurn is a financial advisor with Primerica Advisors in San Antonio, TX, holding Series 63 and Series 65 credentials and 28 years of industry experience. She has been with Primerica Advisors since 1998 and also leads R-McGurn & Assoc. Inc. outside of her primary firm role. Her additional activities include involvement in sales of loan products and home security referrals through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-based strategies and a limited number of separately managed account options primarily to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Maureen Garcia is a financial advisor at Primerica Advisors with nine years of industry experience. She holds Series 65 and Series 63 licenses and has worked across various healthcare and wellness organizations, including Normandy Terrace and Ensign, Parklane West Healthcare Center. Primerica Advisors serves primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm offers a wrap-fee asset management program using model-delivery strategies managed by unaffiliated asset managers and provides advisory services through a large network of financial advisors.

Hector Tafoya is a Series 66 licensed advisor at J.P. Morgan Securities with 10 years of industry experience. His career includes roles at Kovack Advisors, Inc. and Kovack Securities, Inc. before joining J.P. Morgan Chase Bank and J.P. Morgan Securities in 2018. 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 to support customized investment solutions.

Alberto Guajardo Jr. is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities and its affiliated entities since 2016. Outside of his advisory role, he was involved with Antonioluis Foods, LLC from 2018 to 2022. 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 incorporating an ESG eligibility framework in its recommendations.

Nicholas Agostino is a CFP® professional with 14 years of industry experience, currently affiliated with Cetera. His career includes roles at multiple Cetera entities and the Summit Financial Group. He also serves as a FINRA arbitrator on a per-hearing basis. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform with access to affiliated and third-party managers.

Ashleigh Henderson is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. She has worked at Bank of America, N.A. and Merrill since 2022. Prior to her financial services career, she spent five years at Camp Gladiator and has experience in property management and the food service industry. 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, and other institutional investors.

Lawrence Martin is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities since 2016, following roles at Bank of America and Merrill. 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 services with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.