Daniel Trigo is a financial advisor at J.P. Morgan Securities with Series 66 and Series 63 licenses and one year of industry experience. Prior to joining J.P. Morgan Securities, he worked at Charles Schwab and JPMorgan Chase Bank. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Jeffery Price is a CFP®-designated financial advisor at Wells Fargo Advisors with 26 years of industry experience. He has worked at Wells Fargo in various capacities since 2011. Outside of his advisory role, he manages Price Financial Consulting LLC, a separate financial practice. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services utilizing proprietary research and tools, with flexible implementation options through brokerage or advisory programs.

Harold Leonard is a financial advisor at Thrivent Investment Management with 19 years of industry experience. He holds the Series 66 designation and has worked with Thrivent Financial For Lutherans and Thrivent Investment Management since 2007. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based analyses covering a wide range of planning topics, combining planning with managed-account programs under a consolidated billing option while keeping the services separate.

Samuel House is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has worked at Morgan Stanley and its affiliated entities since 2009. Outside of his advisory role, he serves as a board member for the Lutheran Foundation of Texas, a charitable organization. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, including customized financial planning supported by firm-approved tools and investment strategies. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through employer-sponsored agreements.

Maria Guhit is a financial advisor with Ameriprise in San Antonio, TX, holding a Series 63 designation and 33 years of industry experience. She has been with Ameriprise and its affiliates since 2005. Outside of her advisory role, she is a full-time employee of Sont1314, LLC, where she manages her advisory business and provides comprehensive financial planning and investment advice. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement, typically with at least $1 million in net investable assets. The firm provides written recommendation reports that address income sources, Social Security options, and tax-smart withdrawal strategies, supported by a centralized consulting team and a combination of research, modeling, and tax-efficiency analysis.

Julia Petersen is a financial advisor at Edward Jones in San Antonio, TX, holding Series 65 and Series 63 licenses with 14 years of industry experience. Prior to joining Edward Jones in 2026, she worked at Capital Group/Capital Client Group, Inc. for five years and American Funds for six years. 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 range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Genoveva Luna is a financial advisor with Morgan Stanley in San Antonio, Texas, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. She has been with Morgan Stanley Smith Barney since 2010. Outside of her advisory role, she is involved with Elite Marine Upholstery, a boat upholstery and canvas repair business owned by her spouse. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and market-based models to assist clients in developing financial plans.

Diego Alvarado is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds a Series 66 designation and has previously worked at Equitable Advisors and various other organizations across different sectors. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund 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 advisory services alongside affiliated brokerage, distribution, and investment management capabilities.

Jay Hutcherson is a financial advisor at Ameriprise in San Antonio, TX, holding Series 63 and Series 66 licenses with 20 years of industry experience. He has been with Ameriprise and its related entities since 2008, with a brief gap in 2025. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning based on proprietary research, third-party data, and algorithmic tools.

Jackson Hairston is a financial advisor at Fidelity with a Series 66 credential and less than one year of industry experience. He has a background that includes work at Equitable Advisors and academic involvement at Southern Methodist University’s Cox School of Business. Outside of his advisory role, he has experience with the Indian Hill Club and a golf-related venture called Power of the Golf Ball. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including institutional and retail investors, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its advisory roles with registered investment companies and use of systematic methodologies incorporating AI and long-term asset allocation strategies.

Karesse Bradley is a financial advisor at LPL Enterprise with a ChFC® designation and Series 63 and Series 66 licenses. She has four years of industry experience, including prior roles at Capital Group, BOK Financial, and The Vanguard Group. LPL Enterprise serves a diverse range of clients, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, consulting, and access to model portfolios and third-party asset management. The firm combines advisory programs with brokerage and insurance product sales through an integrated platform.

Joanna Puder is a financial advisor at Wells Fargo Advisors with 25 years of industry experience. She holds the Series 63 and Series 66 designations and has previously worked at J.P. Morgan Securities LLC, JPMorgan Chase Bank, N.A., Morgan Stanley, and Seattle First Asset Management. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and financial planning services to individuals, trusts, and institutions. The firm provides a broad range of planning services tailored to clients who meet net-worth thresholds, utilizing proprietary research and tools to develop personalized recommendations.

Susana Torres is a financial advisor at Edward Jones with 24 years of industry experience. She holds the Series 63 and Series 65 designations and has worked previously at firms including Victory Capital Management, Fidelity Brokerage Services, Charles Schwab, and USAA Financial Advisors. Outside of her advisory role, she is involved in a secondhand sales business in San Antonio. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of advisory programs and investment solutions, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.

Julio Martinez is a financial advisor at J.P. Morgan Securities with a Series 66 credential and one year of industry experience. His prior work includes positions at Merrill, Bank of America, and JPMorgan Chase Bank. He has held roles outside finance, including associations with Hispanic organizations and a university in San Antonio, TX. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Anne Hamon is a Series 66-licensed financial advisor with Wells Fargo Clearing in San Antonio, TX. She joined Wells Fargo in 2026 and has prior experience at WellMed Medical Management, Valero Energy Corporation, PwC, and the University of Notre Dame. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Terry Howard is a financial advisor with Ameriprise in San Antonio, TX, holding a Series 63 designation and 33 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Outside of his advisory role, he serves on the Board of Directors for The Ranches at Buck Ridge Homeowners Association. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary retirement-income recommendations, primarily for clients maintaining assets in Ameriprise-managed accounts.

Hector Nino is a Wealth Management Advisor with Merrill Lynch Wealth Management. He utilizes the wealth planning process to develop financial strategies focused on clients' goals and objectives. His approach includes implementing, reviewing, and communicating the effectiveness of these strategies and making adjustments as needed. Hector specializes in assisting families, individuals, and business owners in creating robust, long-term financial plans. Through a detailed discovery process, he helps clients articulate and prioritize their short and long-term goals, factor in risk tolerance, time horizons, and liquidity needs, and build strategies tailored to each objective. His services encompass education planning, family wealth management strategies, legacy planning, personal retirement planning, portfolio management, small business strategies, individual and corporate investment strategy, and tax minimization. He holds a Bachelor's Degree from the University of Texas at Austin and has earned professional designations including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Hector is a member of professional organizations such as the Financial Planning Association, HeartGift San Antonio, Rotary International, St. Peter St. Joseph's Children's Home, and The Texas Exes Alumni Association.

Lauren Mackrell is a financial advisor at Edward Jones with three years of industry experience. She holds a Series 66 designation and has worked at Edward Jones since 2022. Her prior experience includes roles at Southwestern University and Clubs of Cordillera Ranch. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of over 23,000 financial advisors and 15,000 branch offices.

Mark Lopez is a CFP® professional with 27 years of industry experience. He is currently with Charles Schwab, where he has worked since 2020. Prior to that, he was employed at USAA Investment Management Company and USAA Financial Advisors Inc. Mark holds Series 63 and Series 65 licenses. Charles Schwab & Co., Inc. serves a large client base primarily consisting 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 combination of non-discretionary and discretionary investment options using multi-asset model portfolios and maintains an integrated operational structure with centralized custody and order-routing.

Rene Soliz III is a financial advisor at LPL Financial with 10 years of industry experience. He previously worked at Edward Jones for six years before joining LPL Financial in 2022. Outside of his advisory role, he serves as a board member for a non-profit networking group. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and a variety of retirement and brokerage services.