Bree Soileau is a Series 66 licensed financial advisor with Edward Jones in San Antonio, TX, with two years of industry experience. She previously worked for Alamo 180 for 12 years. Outside of her advisory role, she is a co-owner of a fitness gym in San Antonio and operates an online swim service. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a broad range of households and organizations. The firm offers a wide array of investment advisory programs and maintains a large national network of advisors and branch offices.

Harvey Richards is a financial advisor with Cambridge Investment Research Advisors in San Antonio, TX, holding the ChFC® designation and Series 63 license. He has 52 years of industry experience, including over 30 years with Transamerica Financial Advisors and a decade with Cambridge Investment Research Advisors. Outside of his advisory role, he has worked as an insurance agent selling life, health, and fixed annuities. Cambridge Investment Research Advisors serves a diverse client base, including individual investors, pension plans, and charitable organizations, offering financial planning, investment management, and retirement-plan advisory services. The firm utilizes multiple platforms and proprietary model strategies while supporting both discretionary and non-discretionary management.

Sydney Vogel is a financial advisor at Charles Schwab with three years of industry experience. She holds Series 66 and Series 63 licenses and has worked in various roles at Charles Schwab, J.P. Morgan Securities, and JPMorgan Chase Bank. Prior to her financial career, she held positions at DJM Global and In-N-Out Burger. Charles Schwab & Co., Inc. serves a large client base primarily composed 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers multi-asset model portfolios alongside a formal alternative-investment onboarding process.

Jasmine Ramirez is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. She holds a Series 66 designation and has been with J.P. Morgan Securities since 2015. Prior to this, she worked at Aramark Corporation and was a graduate student at the University of the Incarnate Word. Outside of finance, she owns an e-commerce business focused on dropshipping personal use products and works as a shopper for a grocery delivery service. 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, manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research supported by a centralized manager solutions team, offering a range of investment and portfolio services including derivatives and commodities capabilities.

John Adickes is a financial advisor with Morgan Stanley in San Antonio, TX, holding Series 63 and Series 65 licenses and possessing 28 years of industry experience. His tenure includes roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, as well as prior experience at Citigroup Global Markets from 2000 to 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services that utilize structured discovery processes and analytic tools to model financial outcomes.

Vincent Barron is a financial advisor with Merrill in San Antonio, TX, holding Series 63 and Series 65 licenses and 11 years of industry experience. He previously worked at Raymond James in various roles from 2016 to 2021 before joining Merrill in 2021. Outside of his advisory role, he owns and operates a micro-farm. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Martin Portillo is a financial advisor at Merrill with six years of industry experience. He holds a Series 66 designation and has prior work experience at Bank of America, Texas Regional Bank, Wells Fargo, and Aetna Insurance. Outside of his advisory role, he is the owner and operator of Portillo Entertainment LLC, a photo booth business based in San Antonio, TX. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Judith Torres is a financial advisor at Merrill with 11 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at Bank of America, N.A. and Merrill since 2016. Outside of her advisory role, she works as a consultant and independent contractor for Pfizer, engaging in medical research and patient consulting. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Pamela Green is a Certified Financial Counselor (ChFC®) with 36 years of industry experience. She has been with MassMutual Investors Services since 2007, serving clients from San Antonio, TX. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers comprehensive financial planning, asset management, and educational seminars, focusing on collaborative, goal-based strategies without discretionary authority over client investments.

Adam Le Win II is a financial advisor with LPL Financial in San Antonio, TX, holding Series 63 and Series 65 credentials and four years of industry experience. His prior work includes roles at Victory Capital Management and Victory Capital Services, along with experience at Karl's Flower and Gift Shop and the University of the Incarnate Word. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individual clients, retirement plans, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by technology tools for operational and research purposes.

George Martinez is a financial advisor at J.P. Morgan Securities in San Antonio, TX, with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities since 2012. 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’s advisory process combines quantitative screens and qualitative research, utilizing forward-looking capital market assumptions and may include ESG considerations.

Jessie Gonzaga is a financial advisor with Primerica Advisors in San Antonio, TX, holding Series 65 and Series 63 licenses and five years of industry experience. Prior to joining Primerica, Jessie worked at University Health and Methodist Hospital, with a background spanning healthcare and financial services. Jessie is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including non-high-net-worth and high-net-worth clients, as well as corporate and charitable entities. The firm delivers advisory services through a large network of advisors using model-driven investment strategies supported by third-party asset managers and custodians.

Francis Leidinger is a financial advisor with Mass Mutual Investors Services in San Antonio, TX, holding a Series 66 designation and five years of industry experience. His career includes roles at Eagle Strategies, New York Life Insurance Company, and First Command, as well as 20 years of service in the U.S. Army. Outside of financial services, he is involved in a trucking business and holds an investor position in an oil well venture. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational programs focused on collaborative annual planning and event-driven services.

Steve Rocha II is a financial advisor with Edward Jones in Universal City, TX, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones, he worked at USAA for six years. He serves on the board of the Converse Animal Shelter Inc. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. It offers a wide range of advisory programs and investment strategies through a large nationwide network of financial advisors and branch offices.

Teresa Cano is a financial advisor with UBS Financial Services in San Antonio, TX, holding a Series 66 designation and five years of industry experience. Her prior work experience includes roles at DoorDash, Target, and SWBC Life Insurance Company. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary research and model-based asset allocations to tailor financial plans and portfolio management to clients’ goals and risk tolerances.

Cameron Branum is a financial advisor with Wells Fargo Advisors in San Antonio, TX. He holds Series 66 and Series 63 licenses and has six years of industry experience. Prior to joining Wells Fargo Advisors in 2024, he worked at Core Planning, LLC and held a reserve commission with the United States Marine Corps Reserve from 2015 to 2021. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options and integrates advisory services with other financial products and referral channels.

Edward Fabela is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He has held positions at J.P. Morgan Securities and JPMorgan Chase Bank, N.A., as well as Bank of America and Merrill. Fabela holds Series 63 and Series 66 credentials and is based in San Antonio, TX. 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 selective group of Wealth Advisors.

Raul Valencia is a CFP®-designated financial advisor at J.P. Morgan Securities with 22 years of industry experience. He has worked at multiple firms including PNC Managed Account Solutions and BBVA Securities, and has been with J.P. Morgan Chase Bank and J.P. Morgan Securities since 2021. Outside of his advisory role, he is the owner and manager of Valencia Family Properties, LLC, overseeing residential and commercial real estate holdings. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a non-discretionary advisory program that focuses on asset allocation advice, investment manager research, and customized performance reporting. The firm’s process integrates quantitative and qualitative due diligence and incorporates ESG criteria, with implementation support from affiliated investment-management entities.

Roland Gayatin is a financial advisor with Primerica Advisors in San Antonio, TX, holding Series 65 and Series 63 designations and five years of industry experience. He has worked with Primerica Advisors and Primerica Financial Services since 2021. Additionally, he has been involved with Oblate Missions since 2005. Primerica Advisors sponsors a wrap-fee asset management program that primarily serves individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with thousands of advisors and offices, employing model-driven investment strategies supported by third-party managers and custodians.

Zuleika Flach is a financial advisor with Wells Fargo Clearing in San Antonio, TX, holding Series 63 and Series 66 designations and bringing 17 years of industry experience. She has been with Wells Fargo Clearing since 2016. 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 a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.