Vikram Sagar is a financial advisor at J.P. Morgan Securities with a Series 66 credential and approximately one year of industry experience. His prior roles include positions at JPMorgan Wealth Management, Doordash, and as an Independent Investment Consultant. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset-allocation advice, investment manager searches, and customized performance reporting. The firm combines quantitative modeling with centralized due diligence and applies an ESG eligibility framework in its investment recommendations.

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. He holds a Series 66 designation and has one year of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A., Okafor worked in various roles including at Principal Life Insurance Co and Emory Rehabilitation Hospital. 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 applying an ESG eligibility framework 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. She also works as a fitness class instructor at Life Time Fitness, teaching one class per week. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice and customized performance reporting through a team of Wealth Advisors.

Griffin Colbert is a financial advisor with J.P. Morgan Securities in San Antonio, TX, holding Series 66 and Series 63 licenses and one year of industry experience. Prior to joining J.P. Morgan Securities, he worked at JPMorgan Chase Bank, N.A. and Fidelity Investments, among other roles in the financial sector. Outside of finance, his background includes work in the food service and hospitality industries, such as positions at Jitters Cafe and Jimmy Johns. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm operates within the broader J.P. Morgan organization and offers a range of investment strategies approved through its internal review processes.

Ian Mobley 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 and JPMorgan Chase Bank, he worked briefly at Fidelity Brokerage Services and Fidelity Investments. Outside of finance, his background includes involvement with small businesses in photography and environmental services. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, applying quantitative asset-allocation modeling combined with centralized due diligence and an ESG eligibility framework. The firm operates within the broader J.P. Morgan organization and offers customized services through its Institutional Consulting Services program.

Ahmad Achmar is a financial advisor with J.P. Morgan Securities in San Antonio, TX, holding a Series 66 designation and 16 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and was previously with Chase from 2009. 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 its Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering non-discretionary advisory services supported by an in-house manager solutions team and a centralized due diligence framework.

Matthew Merrill is a financial advisor with J.P. Morgan Securities in San Antonio, TX. He holds Series 63 and Series 66 licenses and has one year of industry experience. Prior to joining J.P. Morgan Securities, he worked at United Parcel Service for seven years and has additional experience at Oak Hills Country Club and Walmart. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. Their approach combines quantitative asset-allocation modeling with centralized due diligence, incorporating an ESG eligibility framework when recommending investment strategies.

Ronnie Higgs is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. He holds a Series 66 designation and has worked at various firms including USAA, Fisher Asset Management, Coinbase, Robinhood Markets, and Liberty Mutual. He has also been employed by JPMorgan Chase Bank and J.P. Morgan Securities during multiple periods. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework in its recommendations.

Scott Thompson is a CFP® professional with 24 years of experience in the financial services industry. He has been with LPL Financial since 2008. Outside of his advisory role, he is involved in Clipper Wealth Management, where he sells non-variable insurance products, primarily health insurance. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including retirement plan consulting and brokerage services, with various management styles and access to model portfolios and research.

Michael Mullins Sr. is a financial advisor at LPL Financial with 38 years of industry experience. He holds a Series 63 designation and has held principal roles at Mullins & Timmermann, P.C. and Mullins & Associates PC. In addition to his advisory work, he operates a CPA practice offering tax preparation and accounting services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations nationwide. The firm provides a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and model portfolios from both in-house and third-party sources.

George Rogers is a Series 66-licensed financial advisor at J.P. Morgan Securities with one year of industry experience. He has held positions at Victory Capital and EchoRock Financial, where he is an owner and partner providing tax preparation and representation services. J.P. Morgan Securities primarily serves institutional clients and retirement plan sponsors, offering investment consulting through its Institutional Consulting Services program, which includes asset-allocation advice, investment manager searches, and customized reporting.

Benjamin Lopez is a financial advisor with J.P. Morgan Securities in San Antonio, TX, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Victory Capital and Mass Mutual. He also operated Benjamin Lopez Tech Consulting and has a background that includes working at Fair Oaks Golf Ranch. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework when recommending strategies.

Karla Hopper is a financial advisor at J.P. Morgan Securities with 20 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Morgan Stanley and JPMorgan Chase Bank, N.A. prior to her current role. Based in San Antonio, TX, she has been with J.P. Morgan Securities since 2016. 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 applying an ESG eligibility framework in its recommendations.

Andrew Hedrick is a CFP®, ChFC®, and Series 63-licensed financial advisor with 25 years of industry experience. He has been with Edelman Financial Engines since 2016 and previously worked at Tmfs Advisors, LLC from 2013 to 2016. He is based in San Antonio, TX. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios, offers sub-advisory services, and supports a large participant base through both advisor-led and online platforms.

Michael Nash is a financial advisor with LPL Financial in New Braunfels, TX, holding a Series 66 designation and bringing 11 years of industry experience. He has been with LPL Financial since 2014. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a broad 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 advanced technologies.

Dorian Townsend is a Series 66-licensed financial advisor with seven years of industry experience. He currently works with J.P. Morgan Securities in San Antonio, TX, and has held positions at firms including SWBC Investment Company, Ameriprise, USAA, and Edward Jones. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Payton Anderson is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds the Series 66 designation and previously worked at Merrill Lynch for three years. 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. As a subsidiary of J.P. Morgan, the firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Geovanni Hosang is a financial advisor with Primerica Advisors in San Antonio, TX, holding Series 63 and Series 65 licenses and possessing 21 years of industry experience. He has been with Primerica Advisors since 2006 and concurrently works with the Department of Veteran Affairs since 2007. Outside of his advisory role, he is a licensed Medicare insurance agent, a notary public, and is involved in various independent business activities including inspection services and brand management. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, focusing on individual and high-net-worth clients with model-delivery strategies and a limited number of separately managed account options. The firm curates third-party asset managers and employs a tiered wrap-fee structure, with trading and custody services facilitated by Pershing and Primerica Brokerage Services.