Alfredo Sanchez is a financial advisor at Merrill based in El Paso, TX, holding a Series 66 designation with four years of industry experience. His prior work includes roles at Bank of America N.A., GECU, SSFCU, bbva, and a year at Grandma's Flautas. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies supported by internal and third-party managers. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Victor De La Rosa II is a financial advisor with LPL Financial, holding a Series 66 designation and 14 years of industry experience. His prior roles include positions at Wells Fargo Advisors, Wells Fargo Clearing, and Morgan Stanley. He is currently involved with Raiz Federal Credit Union. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services, utilizing both proprietary and third-party strategies across various platforms.

Emmanuel Raux is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with J.P. Morgan Securities since 2012. His prior experience includes roles at Picsou Properties, LLC and Login Multimodal, LLC. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with affiliated brokerage and investment management capabilities.