Scott Rhiger is a financial advisor with USAA Investment Services Company, holding Series 63 and Series 65 licenses and 28 years of industry experience. He has worked within various USAA entities since 2007, including USAA Financial Advisors, Inc., USAA Financial Planning Services, and USAA Life Insurance Company. USAA Investment Services Company provides retirement-focused advice and referral services primarily to USAA members and the general public. The firm emphasizes retirement income planning and refers clients to Charles Schwab for investment products and account management.

George Wheelock is a financial advisor with USAA Investment Services Company in San Antonio, TX, holding Series 63 and Series 66 credentials and bringing 12 years of industry experience. He has worked within various USAA entities since 2014, including USAA Financial Planning Services, USAA Financial Advisors, Inc., and USAA Life Insurance Company. USAA Investment Services Company provides retirement-focused advice and referral services primarily to USAA members through phone and digital channels, delivering Retirement Income Strategy Reports and facilitating referrals to third-party broker-dealers or advisers rather than managing client assets directly.

Jeffrey Wurn is a financial advisor with USAA Investment Services Company, holding Series 63 and Series 65 licenses and possessing 21 years of industry experience. He has worked with various USAA entities since 2007, including USAA Financial Advisors, Inc. and USAA Investment Services Company. USAA Investment Services Company provides retirement-focused advice and referral services primarily to USAA members and individual investors through phone and digital channels. The firm delivers Retirement Income Strategy Reports and facilitates referrals to third-party broker-dealers and advisers rather than managing client assets directly.

Regina Breque is a financial advisor at USAA Investment Services Company with 18 years of industry experience. She holds a Series 63 designation and has worked at various USAA-affiliated entities since 2014, including USAA Life Insurance Company and USAA Financial Planning Services. USAA Investment Services Company provides retirement-focused advice and referral services primarily to USAA members and the general public. The firm delivers a Retirement Income Strategy Report to support client discussions and refers investors to Charles Schwab for investment products and account services.

Jim Sandell Jr. is a financial advisor with USAA Investment Services Company and holds a Series 66 designation. He has 18 years of industry experience, including roles at USAA Life Insurance Company and USAA Financial Planning Services prior to his current position. Outside of his advisory work, he is the owner of Sandell Capital, LLC, an investment-related business. USAA Investment Services Company provides retirement-focused advice and referral services primarily to USAA members and the general public. The firm emphasizes retirement income planning and refers clients to Charles Schwab for investment products and account management.

Mary Stork is a CFP® professional with 25 years of experience in the financial services industry. She has been with USAA Investment Services Company since 2018 and previously worked with multiple USAA-affiliated entities. Stork serves on several nonprofit boards, including the USAA Foundation Board of Governors, the Military Child Education Coalition, and the National Equine Institute of Growth through Healing, contributing to financial literacy and community support initiatives. USAA Investment Services Company provides retirement-focused advice and referral services primarily to USAA members. The firm offers a Retirement Income Strategy Report and refers clients to Charles Schwab for investment products, operating as a referral and retirement-advice intermediary rather than a portfolio manager.

Ida Benfanti is a financial advisor with USAA Investment Services Company, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. She has been with USAA and its affiliated entities since 2015, including roles at USAA Life Insurance Company and USAA Financial Advisors, Inc. USAA Investment Services Company serves USAA members and the general public by providing retirement-focused advice and referral services. The firm supports retirement planning through its Retirement Income Strategy Report and refers clients to Charles Schwab for investment products, operating primarily as a referral intermediary rather than a portfolio manager.

Christine Castillo is a financial advisor with USAA Investment Services Company in San Antonio, TX, holding a Series 66 designation and 21 years of industry experience. She has worked with USAA Investment Services Company since 2005 and has also been affiliated with USAA Financial Advisors, Inc. and USAA Life Insurance Company. Outside of her advisory role, she operates an online business selling handmade craft items and is involved in personal coaching, authoring, blogging, speaking, and podcasting. USAA Investment Services Company provides retirement-focused advice and referral services primarily to USAA members, offering a Retirement Income Strategy Report and referring clients to Charles Schwab for investment products and account services. The firm functions mainly as a retirement-advice intermediary rather than a portfolio manager.

Christopher Chapa is a financial advisor with USAA Investment Services Company, holding Series 63 and Series 65 designations and 23 years of industry experience. He has worked across multiple USAA affiliates since 2007, including USAA Life Insurance Company and USAA Financial Planning Services. USAA Investment Services Company provides retirement-focused advice and referral services primarily through phone and digital channels to USAA members and individual investors. The firm offers a Retirement Income Strategy Report and facilitates referrals to third-party broker-dealers or advisers rather than managing client accounts directly.

David Stahl is a financial advisor with USAA Investment Services Company, holding a Series 66 designation and 22 years of industry experience. He has worked in various roles within USAA-affiliated entities since 2006, including USAA Life Insurance Company and USAA Financial Advisors, Inc. USAA Investment Services Company provides retirement-focused advice and referral services to USAA members and the general public, specializing in retirement income planning and referring clients to Charles Schwab for investment products and account services.

Aubrey Bordovsky Jr. is a financial advisor with USAA Investment Services Company, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He has worked extensively within the USAA organization, including roles at USAA Life Insurance Company and USAA Financial Planning Services. USAA Investment Services Company provides retirement-focused advice and referral services primarily to USAA members and the general public. The firm offers a Retirement Income Strategy Report to support retirement planning conversations and refers clients to Charles Schwab for investment products and account services.

Marcus La Guardia is a CFP® professional with 24 years of experience in the financial services industry. He has worked at various USAA entities since 2009, including USAA Investment Services Company, USAA Life Insurance Company, USAA Investment Management Company, and USAA Financial Planning Services. He is based in San Antonio, TX, and holds Series 63 and Series 65 licenses. USAA Investment Services Company provides retirement-focused advice and referral services to USAA members and the general public. The firm offers a Retirement Income Strategy Report to facilitate retirement planning discussions and refers clients to Charles Schwab for investment products and account services, operating primarily as a referral and advisory intermediary rather than a portfolio manager.

Joseph Ochoa is a financial advisor with USAA Investment Services Company in San Antonio, TX, holding Series 63, 65, and 66 licenses and bringing 37 years of industry experience. His prior roles include positions at USAA Life Insurance Company, USAA Financial Advisors, Inc., and a brief tenure at Uber. USAA Investment Services Company serves USAA members and the general public by providing retirement-focused advice and referral services. The firm offers a Retirement Income Strategy Report to facilitate discussions on saving and income planning and refers clients to Charles Schwab for investment products, operating primarily as a referral and retirement-advice intermediary rather than a portfolio manager.

Nathan Cumberland is a financial advisor with USAA Investment Services Company and holds a Series 66 designation. He has been in the financial industry since 2021, with prior experience at State Farm and several real estate and service-related companies. USAA Investment Services Company provides retirement-focused advice and referral services primarily to USAA members and the general public. The firm supports clients with retirement income planning and refers investment accounts to Charles Schwab, operating as a retirement-advice intermediary rather than a portfolio manager.

Eric Gates Jr. is a financial advisor with USAA Investment Services Company, holding a Series 66 designation and 22 years of industry experience. He has worked at various USAA entities since 2009, including USAA Life Insurance Company and USAA financial planning services. USAA Investment Services Company provides retirement-focused advice and referral services primarily to USAA members and the general public. The firm offers a Retirement Income Strategy Report and refers clients to Charles Schwab for investment products and account services, operating as a retirement-advice intermediary rather than a portfolio manager.

Patrick Ibarra is a financial advisor with USAA Investment Services Company, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. He has worked within various USAA entities since 2013, including USAA Life Insurance Company and USAA Financial Advisors, INC. USAA Investment Services Company serves USAA members and the general public by providing retirement-focused advice and referral services, producing Retirement Income Strategy Reports and referring clients to Charles Schwab for investment products and account services. The firm operates primarily as a referral and retirement-advice intermediary rather than a portfolio manager.

Randol Wilke is a financial advisor with USAA Investment Services Company based in San Antonio, TX. He holds Series 63 and Series 65 licenses and has 26 years of industry experience. Wilke’s career includes extensive tenure at various USAA entities since 1998, including roles in life insurance and financial planning services. USAA Investment Services Company provides retirement-focused advice and referral services primarily to USAA members and individual investors through phone and digital channels. The firm emphasizes retirement income planning and referrals to third-party advisers, operating primarily as a referral intermediary rather than managing client assets directly.

Benjamin Teague is a financial advisor at USAA Investment Services Company with 15 years of industry experience. He holds a Series 66 designation and has worked in various roles within USAA-affiliated entities since 2010. Outside of his advisory work, he serves as a non-public arbitrator for FINRA, providing dispute resolution decisions on eligible cases. USAA Investment Services Company serves USAA members and the general public by offering retirement-focused advice and referral services. The firm does not manage client assets but supports clients through retirement income planning and refers investment accounts to Charles Schwab.

Jorge Crespin is a financial advisor with USAA Investment Services Company in San Antonio, TX, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. His career includes roles at USAA Life Insurance Company and various USAA financial planning and advisory services from 2007 onward. He also served at the Universal Life Church Monastery from 2015 to 2019. USAA Investment Services Company provides retirement-focused advice and referral services primarily to USAA members and the general public. The firm offers a Retirement Income Strategy Report to facilitate retirement planning discussions and refers clients to Charles Schwab for investment products and account management.

Whitney Moldenhauer is a financial advisor with USAA Investment Services Company, holding Series 63 and Series 65 designations and bringing 17 years of industry experience. Her career includes roles at multiple USAA entities since 2007 and a two-year period working with Cherokee Rose Wedding Venue. Outside of finance, she is a distributor for L'Bri, an aloe vera-based skincare business. USAA Investment Services Company serves USAA members and the general public by providing retirement-focused advice and referral services. The firm emphasizes retirement income planning and refers clients to Charles Schwab for investment products, operating primarily as a referral and advice intermediary rather than a portfolio manager.

Gregory Jenschke is a financial advisor with USAA Investment Services Company in San Antonio, TX, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. His career includes roles at various USAA entities dating back to 2007. USAA Investment Services Company provides retirement-focused advice and referral services primarily to USAA members and the general public, producing a Retirement Income Strategy Report to guide discussions on saving and income planning while referring clients to Charles Schwab for investment products and account management.

William Harper is a financial advisor with USAA Investment Services Company, holding Series 63 and Series 66 licenses and 18 years of industry experience. He has worked at USAA and its affiliated entities since 2014, including a prior role at GHK Enterprises LP. Outside of finance, he owns Redfish Rod Company, a custom fishing rod building and repair business. USAA Investment Services Company serves USAA members and the general public by providing retirement-focused advice and referral services. The firm emphasizes retirement income planning and refers clients to Charles Schwab for investment products, operating primarily as a retirement-advice intermediary rather than a portfolio manager.

Marisol Sanchez is a financial advisor with USAA Investment Services Company, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. She has held various roles within the USAA organization since 2007, including positions at USAA Financial Advisors, Inc., USAA financial planning services, and USAA Life Insurance Company. Outside of her advisory work, she is also active as a licensed realtor with EXP REALTY. USAA Investment Services Company serves USAA members and the general public by providing retirement-focused advice and referral services. The firm delivers a Retirement Income Strategy Report and refers clients to Charles Schwab for investment products, operating primarily as a referral and retirement-advice intermediary rather than as a portfolio manager.

Mary Medlin is a financial advisor at USAA Investment Services Company with 28 years of industry experience. She holds a Series 63 designation and has worked at multiple USAA-affiliated firms since 2007. Outside of her advisory role, she is a licensed real estate agent involved in buying and selling homes for clients. USAA Investment Services Company provides retirement-focused advice and referral services primarily to USAA members and the general public. The firm offers a Retirement Income Strategy Report and refers clients to Charles Schwab for investment products and account services.

April Semones is a financial advisor with USAA Investment Services Company, holding Series 63 and Series 66 licenses and 13 years of industry experience. She has worked in various roles within USAA, including USAA Life Insurance Company since 2018 and USAA financial planning services from 2013 to 2020. USAA Investment Services Company provides retirement-focused advice and referral services primarily to USAA members and individual investors through phone and digital channels. The firm delivers a Retirement Income Strategy Report and facilitates referrals to third-party broker-dealers and advisers rather than managing client assets directly.

Randy Jaso is a financial advisor with USAA Investment Services Company, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has worked at USAA Investment Services Company since 2005 and USAA Life Insurance Company since 2007. Based in San Antonio, TX, his background is focused within the USAA enterprise. USAA Investment Services Company provides retirement-focused advice and referral services primarily to USAA members and the general public. The firm supports clients through its Retirement Income Strategy Report and refers investors to Charles Schwab for investment products and account services, operating as a retirement-advice intermediary rather than a portfolio manager.

Juan Cerda Jr. is a financial advisor with USAA Investment Services Company, holding Series 63 and Series 66 licenses and having 10 years of industry experience. He has been with USAA-affiliated firms since 2014, including roles at USAA Life Insurance Company and various USAA financial planning entities. USAA Investment Services Company provides retirement-focused advice and referral services primarily to USAA members and the general public. The firm produces a Retirement Income Strategy Report to guide retirement planning and refers prospective investors to Charles Schwab for investment products and account services.

Daniel Fuentes is a CFP® and ChFC® with 40 years of experience in financial advising. He has worked with various USAA entities since 2009 and is currently with USAA Investment Services Company. USAA Investment Services Company serves USAA members and the general public by providing retirement-focused advice and referral services. The firm specializes in delivering a Retirement Income Strategy Report and refers clients to Charles Schwab for investment products, operating primarily as a retirement-advice intermediary rather than a portfolio manager.

Maraud Pemberton is a financial advisor with USAA Investment Services Company, holding Series 63 and Series 66 credentials and seven years of industry experience. Prior to joining USAA, he worked at Morgan Stanley and Principal Life Insurance Company. In addition to his advisory role, he works as a bartender/server at Outback Steakhouse. USAA Investment Services Company provides retirement-focused advice and referral services primarily to USAA members and individual investors, emphasizing discussions on retirement savings, asset allocation, risk tolerance, and income planning. The firm operates mostly as a referral intermediary and does not manage client assets or charge percentage-of-assets fees.

Timothy Kiesow is a CFP® and ChFC® with 20 years of experience in financial services, currently with USAA Investment Services Company. He has held various roles within the USAA organization since 2014, including positions at USAA Life Insurance Company and USAA Financial Advisors, Inc. based in San Antonio, TX. USAA Investment Services Company provides retirement-focused advice and referral services primarily to USAA members and individual investors through phone and digital channels. The firm offers a Retirement Income Strategy Report and facilitates referrals to third-party advisers rather than managing client assets directly.

Kevin Beall is a ChFC® and Series 66 registered financial advisor with 24 years of industry experience. He has worked with various USAA entities since 2008, including USAA Life Insurance Company, USAA Investment Services Company, Usaa Financial Advisors Inc, and USAA financial planning services, all based in San Antonio, TX. USAA Investment Services Company provides retirement-focused advice and referral services primarily to USAA members and the general public. The firm delivers a Retirement Income Strategy Report and refers clients to Charles Schwab for investment products, operating as a referral and retirement-advice intermediary rather than a portfolio manager.

Jerrell Jenkins is a financial advisor at USAA Investment Services Company with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at USAA-affiliated firms since 2017, as well as at CitiBank from 2012 to 2017. Jenkins is based in San Antonio, TX. USAA Investment Services Company provides retirement-focused advice and referral services primarily to USAA members and the general public. The firm offers a Retirement Income Strategy Report to support retirement planning discussions and refers clients to Charles Schwab for investment products and account services.

Steven Nolan is a financial advisor with USAA Investment Services Company in San Antonio, TX, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked across several USAA-affiliated entities since 2007, including USAA Life Insurance Company and USAA Financial Planning Services. USAA Investment Services Company provides retirement-focused advice and referral services to USAA members and the general public, offering a Retirement Income Strategy Report to facilitate discussions on saving and income planning. The firm functions primarily as a referral intermediary, directing clients to Charles Schwab for investment products and account services.

Brandon Gann is a financial advisor with USAA Investment Services Company, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has worked within the USAA organization since 2008, including roles at USAA Financial Advisors, Inc. and United Services Automobile Association. USAA Investment Services Company provides retirement-focused advice and referral services primarily to USAA members and the general public. The firm emphasizes retirement income planning and refers clients to Charles Schwab for investment products and account services, operating as a referral intermediary rather than a portfolio manager.

Benito Revilla Jr. is a financial advisor with USAA Investment Services Company, holding Series 63 and Series 66 credentials and 17 years of industry experience. He has been with various USAA entities since 2013, including USAA Life Insurance Company and USAA Financial Advisors, Inc. USAA Investment Services Company serves USAA members and the general public by providing retirement-focused advice and referral services. The firm emphasizes retirement income planning and refers clients to Charles Schwab for investment products, operating primarily as a referral and advisory intermediary rather than a portfolio manager.

Carl Ohlenbusch is a financial advisor with USAA Investment Services Company, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has worked across various USAA entities since 2007. Outside of his advisory role, he serves as a trustee for the Coker Cemetery Association, a nonprofit mutual cemetery company, where he participates in maintenance and governance activities. USAA Investment Services Company provides retirement-focused advice and referral services primarily to USAA members, delivering Retirement Income Strategy Reports and referring clients to Charles Schwab for investment products. The firm operates as a referral and retirement-advice intermediary rather than a portfolio manager.

Rodney Knappick is a financial advisor with USAA Investment Services Company, holding Series 63 and Series 66 credentials and bringing 20 years of industry experience. His career includes roles at USAA Life Insurance Company and various USAA financial planning and advisory affiliates since 2014. USAA Investment Services Company serves USAA members and the general public by providing retirement-focused advice and referral services. The firm emphasizes retirement income planning and refers clients to Charles Schwab for investment products, operating primarily as a referral and advisory intermediary rather than a portfolio manager.

Lisa Hoffmann Akompi is a financial advisor with USAA Investment Services Company, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. Her career includes roles at USAA Life Insurance Company and USAA Financial Planning Services. USAA Investment Services Company provides retirement-focused advice and referral services primarily to USAA members and individual investors through phone and digital channels. The firm offers guidance on retirement savings, asset allocation, risk tolerance, and income planning, and facilitates referrals to third-party broker-dealers or advisers rather than managing client assets directly.

Eric Leal is a financial advisor with USAA Investment Services Company, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. He has held various roles within USAA-affiliated entities since 2012, including positions at USAA Life Insurance Company and USAA Financial Advisors, Inc. USAA Investment Services Company provides retirement-focused advice and referral services primarily to USAA members and the general public. The firm offers a Retirement Income Strategy Report and refers clients to Charles Schwab for investment products and account services, operating mainly as a referral and retirement-advice intermediary rather than a portfolio manager.

Macdonald Etugbo is a financial advisor with USAA Investment Services Company, holding the CFP® and ChFC® designations and possessing 26 years of industry experience. He has worked at USAA and its affiliated companies since 1994. Outside of his advisory role, he is a co-owner of a rental property business. USAA Investment Services Company provides retirement-focused advice and referral services primarily to USAA members and the general public. The firm delivers a Retirement Income Strategy Report and refers clients to Charles Schwab for investment products, operating as a referral and retirement-advice intermediary rather than managing client assets.