Sheila Pringle Perez is a financial advisor with Edward Jones in Canyon Lake, TX, holding Series 63 and Series 65 licenses and 24 years of industry experience. She has been with Edward Jones since 2015. Outside of her advisory role, she is involved in managing commercial rental property. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.

Zane Platt is a financial advisor with Equitable Advisors, holding a Series 66 designation and three years of industry experience. His prior roles include positions at Neal Guthrie Companies and Tarleton State University. Outside of financial advising, he is a partner in Last Light Taxidermy and Game Processing LLC, a taxidermy business. Equitable Advisors serves individual and institutional clients with financial planning, retirement plan consulting, and asset-management programs. The firm offers services through a network of Investment Adviser Representatives and relies on third-party asset managers and advisory programs for investment implementation.

Elizabeth King is a financial advisor at J.P. Morgan Securities in San Antonio, TX, holding Series 63 and Series 66 credentials with four years of industry experience. She has worked with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2021, and previously held positions at UMB Bank and other firms. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering written asset allocation advice, investment manager and fund searches, and customized performance reporting through a non-discretionary program focused on model asset allocations and supported by centralized due diligence.

Robert Bachle is a financial advisor with Charles Schwab in Canyon Lake, TX, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His career includes roles at USAA Financial Advisors, USAA Financial Planning Services, and USAA Investment Management Company before joining Charles Schwab and Charles Schwab Bank in 2020. Charles Schwab & Co., Inc. serves a large client base, 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, supported by a centralized operational structure and comprehensive investment guidance.

Daniel Deviney is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and over 30 years of industry experience. He has worked at Cetera since 2025 and previously spent 18 years with Avantax Investment Services and related entities. Deviney is active in his community as a member of the Bulverde Lions Club and the Bulverde/Spring Branch Area Chamber of Commerce, and he provides business and management consulting through Deviney Financial Services. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management options, combining discretionary and non-discretionary services and access to various third-party money managers.

Amy Calderon is a financial advisor with LPL Financial in San Antonio, TX, holding a Series 66 designation and 19 years of industry experience. She has been with LPL Financial since 2007. Outside of her advisory role, she is a commissioned notary for the state of Texas and has involvement with Trinity Financial Group and non-variable insurance activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides access to financial planning, model portfolio programs, third-party asset management, and institutional platforms with an emphasis on both discretionary and non-discretionary strategies.

Dallas Peeples is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds the Series 66 and Series 63 designations and has previously worked at Victory Capital, Equitable Advisors, and in various roles outside the financial industry. 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 program. Their advisory process combines quantitative and qualitative research with forward-looking capital market assumptions to build model asset allocations.

Rachel Romanack is a financial advisor at J.P. Morgan Securities with five years of industry experience. She holds the Series 66 designation and has previously worked at Cambridge Investment Research Inc. and Harris Financial Services. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, focusing on written asset allocation advice, investment manager searches, and customized performance reporting through a non-discretionary program. Their advisory process combines quantitative and qualitative research to build model asset allocations, incorporating ESG eligibility and broader derivatives capabilities.

Adam Gonzales Jr. is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and having 23 years of industry experience. He has worked at JPMorgan Securities LLC since 2017 and previously held roles at Investment Professionals, Inc., Citicorp Investment Services, and A. G. Edwards & Sons, Inc. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a selective advisory program focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research to build model asset allocations, incorporating ESG considerations and broader derivatives and commodities capabilities.

David Ferguson is a financial advisor with LPL Financial holding a Series 66 designation. He has less than one year of industry experience with prior roles at Northwestern Mutual and 4Life Wealth Advisors. Outside of finance, he has worked in hospitality and completed five years at Texas A&M University. 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 financial planning, advisory services, and access to model portfolios and third-party asset managers through a large network of advisors.

Vikram Sagar is a financial advisor with J.P. Morgan Securities in San Antonio, TX, holding a Series 66 credential. He has one year of industry experience and has worked in various roles including at JPMorgan Chase Bank, Doordash, and as an independent investment consultant. 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. Their advisory process combines quantitative screens and qualitative research, utilizing forward-looking capital market assumptions to build model asset allocations.

Jay Mcanelly is a financial advisor at Ameriprise with 30 years of industry experience. He holds the Series 63 designation and has worked at Ameriprise since 2018, including its predecessor Ameriprise Financial Services, and previously at Investment Professionals, Inc. Mcanelly serves on the board of directors for Junior Achievement of South Texas. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research-driven, tax-efficient strategies and algorithmic tools to generate personalized recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Jeffery Okafor is a financial advisor at J.P. Morgan Securities in San Antonio, TX, holding a Series 66 designation. He began his career in the financial industry in 2026 after prior experience in healthcare and education roles. 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 combines quantitative and qualitative research and may include ESG considerations in its recommendations.

Michael Schepp is a financial advisor at Edward Jones in New Braunfels, TX, holding a Series 66 designation with four years of industry experience. Prior to joining Edward Jones in 2022, he held positions at Mueller Inc., TaskUs, and Desert De Oro, among others. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of discretionary and non-discretionary investment strategies supported by a nationwide network of more than 23,700 financial advisors.

Peggy Stavinoha is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and 15 years of industry experience. Her prior roles include positions at UBS Financial Services and Chase Investment Services Corp. Outside of finance, she teaches a weekly fitness class at Life Time Fitness. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm supports its advisory process with centralized due diligence, combining quantitative and qualitative research, and incorporates ESG eligibility in its recommendations.

Griffin Colbert is a financial advisor at J.P. Morgan Securities in San Antonio, TX, holding Series 66 and Series 63 licenses with one year of industry experience. Prior to joining J.P. Morgan Securities, he worked at JPMorgan Chase Bank, Fidelity Investments, Charles Schwab, and State Farm. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research supported by centralized due diligence and includes broader derivatives and commodities capabilities.

Ian Mobley is a financial advisor with J.P. Morgan Securities in San Antonio, TX. He holds Series 66 and Series 63 licenses and has one year of industry experience. Prior to joining J.P. Morgan Securities, he worked at Fidelity Brokerage Services LLC and Fidelity Investments. Outside of finance, his background includes experience in photography and various entrepreneurial ventures. 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 combines quantitative screening and qualitative research, incorporating ESG criteria and derivative capabilities.

Ahmad Achmar is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities since 2012, following prior roles at CHASE and Securian Financial Services. 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 process combines quantitative and qualitative research to build model asset allocations and includes broader derivatives and commodities capabilities.

Matthew Merrill is a financial advisor at J.P. Morgan Securities in San Antonio, TX, holding Series 63 and Series 66 licenses. He joined the firm in 2026 and has no prior advisory industry experience. Before joining J.P. Morgan Securities, he worked for United Parcel Service Ups and held various other roles including employment at Oak Hills Country Club and Walmart. 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 combines quantitative screens and qualitative research in its recommendations and maintains regulatory registrations that support broader derivatives and commodities capabilities.

Jacob Corbello is a financial advisor with J.P. Morgan Securities in San Antonio, TX, holding Series 63 and Series 65 licenses and six years of industry experience. He previously worked at Wells Fargo for eight years before joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A. in 2022. 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 includes centralized due diligence combining quantitative and qualitative research, with capabilities extending to derivatives and commodities through various regulatory registrations.