Top business ownership considerations financial advisors in San Antonio, TX

Peter Coulchinsky is a financial advisor at The Summit Group in San Antonio, TX, holding Series 63 and Series 66 licenses with 26 years of industry experience. He has been with Argenta Capital Management, LLC dba The Summit Group since 2014. The Summit Group serves a small base of mostly individual clients, providing portfolio management, financial planning, and consulting services. The firm manages approximately $16 million in discretionary assets, focusing on equity-heavy portfolios and operates with a two-person advisory team.

Kelly Card is a financial advisor with VOYA Financial Advisors, Inc. based in San Antonio, TX. He holds a Series 63 designation and has 43 years of industry experience. Prior to joining VOYA Financial Advisors in 2014, he worked at Voya Financial Partners, LLC for 18 years. Outside of his advisory role, he is an independent insurance agent and serves as power of attorney for his parents, managing their medical and financial affairs. VOYA Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial that provides financial planning, portfolio management, retirement-plan advisory services, and access to third-party money managers. The firm serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients, offering a range of investment products and utilizing both discretionary and non-discretionary management strategies.

Kirsten Callaway Lolie is a financial advisor at J.P. Morgan Securities with three years of industry experience. She has worked at J.P. Morgan Securities and Jpmorgan Chase Bank, N.A. since 2025 and has prior experience at Bank of America from 2013 to 2025. Kirsten holds the Series 66 designation and is based in San Antonio, TX. 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.

David Conrady is a financial advisor at First Command Advisory Services with three years of industry experience. He holds Series 63 and Series 65 licenses and served 24 years in the United States Navy before joining First Command’s advisory and brokerage entities. He is also the owner of Cielo Ridge Financial Services, an independent financial services business. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and wrap-fee asset management programs using model portfolios managed by a centralized Investment Management Team.

Morgan Edwards Sr. is a financial advisor with Cambridge Investment Research Advisors based in San Antonio, TX, holding a Series 63 designation and bringing 32 years of industry experience. Prior to joining Cambridge in 2024, he worked at Kestra Advisory and Voya Financial Advisors. He serves on several nonprofit and civic boards, including the Texas Lyceum Association and the Alamo Heights ISD School Board. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a wide network of independent professionals who employ a variety of portfolio management strategies tailored to client objectives.

Jeremy Roets is a financial advisor with Thrivent Investment Management in Minneapolis, MN, holding Series 63 and Series 66 designations. He has 12 years of industry experience, including over a decade with Thrivent Investment Management and fifteen years with Thrivent Financial for Lutherans. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations across various financial topics. The firm focuses on holistic, goal-based analyses and allows clients to integrate planning with managed-account programs, while maintaining separate services and avoiding discretionary trading authority for planning engagements.

Austin Norris is a financial advisor with Edward Jones in Oskaloosa, IA, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He has been with Edward Jones since 2005. Outside of his advisory role, Norris has ownership interests in real estate and construction businesses, including a real-estate office building, farmland, and involvement in a construction project. Edward Jones is a full-service wealth management firm serving individual and institutional clients nationwide. The firm manages over $1 trillion in assets through a large network of advisors and offers a range of advisory programs, including discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Erkki Peippo is a financial advisor with Concorde Asset Management, LLC in Ann Arbor, MI, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He previously worked at Sagepoint Financial Inc. for 14 years and operates Erkki M. Peippo, CPA, PC, providing accounting and insurance services. Outside of advising, he owns and manages Peippo Farms, a farming operation in Gladstone, MI. Concorde Asset Management serves individual, corporate, and retirement-plan clients with discretionary and non-discretionary portfolio management and tailored financial planning. The firm uses model portfolios and third-party strategists, including its Concorde UMA program on Envestnet, to build individualized portfolios and offers ERISA retirement-plan advisory services.

Daniel Memo is a Senior Financial Advisor at Merrill Lynch Wealth Management. He has been in the financial services industry since 1998 and began his career with Smith Barney. Daniel focuses on serving high net worth individuals and business retirement planning. He holds FINRA Series 7, 66, 3, and 31 registrations. Daniel earned a Bachelor of Science degree in Business Administration from John Carroll University. He also holds professional designations including Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). His areas of expertise include college education planning, corporate benefits, equity compensation services, retirement income, and small business strategies. Daniel is active in the Poland community where he resides with his wife, Erin, and their four sons. He participates in organizations such as the Poland Community Baseball Association, Poland Flag Football, and St. Vincent De Paul. He has served as a board member of the Rich Center for Autism and is affiliated with Magic of Michael. Outside of work, Daniel enjoys baseball, basketball, football, golfing, swimming, table tennis, traveling, and spending time with his family.

Julie Mcdaniel is a CFP® and Series 66 credentialed financial advisor with 17 years of industry experience. She has been with Impactfolio LLC since 2019 and previously worked at Sharkey, Howes & Javer Inc for six years. Based in Denver, CO, she is part of a three-advisor team at Impactfolio. Impactfolio LLC is a SEC-registered adviser serving individual and high-net-worth clients, trusts, and other entities, managing approximately $289 million across about 126 relationships. The firm employs a strategic asset-allocation model that integrates ESG factors with traditional financial analysis and offers discretionary investment management alongside comprehensive financial planning services.