Brooks Mc Call is a financial advisor with Sanctuary Advisors, LLC, holding Series 63 and Series 65 designations and bringing 24 years of industry experience. He previously worked at International Assets Advisory, LLC for ten years before joining Sanctuary Securities, Inc., and later Sanctuary Advisors, LLC. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, trusts, and charitable organizations. The firm supports more than 400 independent adviser representatives offering portfolio management, retirement plan consulting, and a variety of account management options through both discretionary and non-discretionary approaches.

Vincent Fertitta Jr. is a financial advisor with Sanctuary Advisors, LLC, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He previously worked at Merrill for 23 years before joining Sanctuary Advisors and Sanctuary Securities in 2019. Outside of his advisory role, he serves as president of Blue Chip Consulting, LLC, a firm focused on hiring, developing, and coaching financial professionals. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base through a network of over 400 independent advisers. The firm offers portfolio management, financial planning, and retirement plan consulting, supporting a range of investment strategies and acting as a fiduciary under written advisory agreements.

Jaden Butnaru is a financial advisor at Sanctuary Advisors, LLC with a Series 66 designation and two years of industry experience. Prior to joining Sanctuary Advisors, he worked at Charles Schwab & Co., Inc. and Mirau Capital Management, Inc. among other positions. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations through a large network of independent advisers. The firm supports a variety of portfolio management strategies and acts as a fiduciary under written agreements.

Bradley Tobler is a financial advisor with Centaurus Financial, Inc. in San Antonio, TX, holding Series 63 and Series 66 licenses and possessing 17 years of industry experience. Prior to joining Centaurus Financial in 2020, he worked at FSC Securities Corporation for 11 years. Tobler serves as a director of Wish For Our Heroes, a nonprofit supporting military families, dedicating significant time to building relationships with military commands. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers a range of financial planning and portfolio management options, combining discretionary and non-discretionary strategies with multiple analytical approaches.

Gloria Cisneros is a financial advisor at Sanctuary Advisors, LLC with a Series 65 designation and five years of industry experience. Her prior roles include positions at Broadway Wealth Solutions, Inc. and Broadway Bank. Sanctuary Advisors, LLC serves a diverse client base including individuals, corporations, pension plans, trusts, estates, and charitable organizations through a network of over 400 independent investment adviser representatives. The firm offers portfolio management, financial planning, and retirement plan consulting, utilizing a variety of analytical approaches and investment platforms.

David Webb is a financial advisor with Eagle Strategies (NY Life) based in San Antonio, TX, holding Series 63 and Series 66 licenses and 19 years of industry experience. He has been affiliated with Eagle Strategies since 2012 and operates Atlas Retirement Strategies, LLC, through which he sells New York Life products and services. Webb is also licensed to broker non-registered insurance products and retains a property and casualty insurance license. Eagle Strategies serves a diverse client base including individual investors, retirement plans, and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple advisory programs and emphasizes tailored recommendations, with the majority of assets managed on a non-discretionary basis.

Jesus Sifuentes is a financial advisor with Guardian Life and holds Series 63 and Series 65 credentials. He has seven years of industry experience and has worked at firms including Park Avenue Securities, Dominion Capital LLC, and New York Life Insurance. In addition to his advisory role, he supervises a legal research team at Jimenez Wealth Legal Advisors PC. Guardian Life’s subsidiary, Park Avenue Securities, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm combines advisor-led discretionary management with model-based strategies and offers a range of financial planning and consulting services tailored to client needs.

Stacey Martinez is a financial advisor with TIAA-CREF in San Antonio, TX, holding Series 65 and Series 66 licenses and bringing 27 years of industry experience. She has been with TIAA and its affiliated entities since 2012. TIAA‑CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs primarily to individuals connected to employer retirement plans, as well as trusts, estates, and small retirement plans. The firm offers both point-in-time financial planning and ongoing portfolio management, using a mix of model and customized portfolios within a vertically integrated advisory structure.

Zachary Mc Cown is a CFP® with nine years of industry experience, currently serving at Steward Partners Investment Advisory, LLC. His prior roles include positions at Raymond James and Associates and Edward Jones. He also has a background outside finance in the hospitality industry with Cotton Patch Cafe and in education at Tarleton State University. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in assets. The firm serves a diverse client base including individuals, retirement plans, corporations, trusts, and charitable organizations, offering a range of portfolio management and financial planning services through both proprietary and third-party solutions.

Kay Barcus is a CFP® professional with 35 years of industry experience, currently serving clients at Oppenheimer since 2009. Prior to Oppenheimer, Kay worked at Citigroup Global Markets and Merrill, accumulating a combined 17 years at those firms. Oppenheimer is a registered investment adviser and broker-dealer that serves a diverse client base, including individuals, corporations, pension plans, and charitable organizations. The firm offers a range of investment programs with both discretionary and non-discretionary management, utilizing strategic asset allocation, manager selection, and regular portfolio reviews.

Ronald Mclane Sr. is a financial advisor with Centaurus Financial, Inc. in San Antonio, TX, holding over 51 years of industry experience. He has worked with Centaurus since 2020 and previously served at FSC Securities Corporation for 11 years. Outside of his advisory role, he is involved with a military charity organization, Wish for Our Heroes. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers financial planning, portfolio management, and specialized advisory services through various platforms and employs both discretionary and non-discretionary investment arrangements.

Eric Nothstein is a Series 66 credentialed financial advisor with 18 years of industry experience. He has worked at Sanctuary Advisors LLC and Sanctuary Securities, Inc. since 2021 and previously spent five years at UBS. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base including individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm supports its network of over 400 independent investment adviser representatives with a variety of portfolio management options and employs multiple analytical approaches while acting as a fiduciary under written advisory agreements.

Jessica Villarreal is a Series 66 licensed financial advisor with Sanctuary Advisors, LLC, based in San Antonio, TX. She has three years of industry experience, having previously worked at Raymond James & Associates Inc. and Capital Group. Villarreal has been with Sanctuary Advisors and its affiliated entities since 2022. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm supports a wide range of investment approaches and offers portfolio management, retirement plan consulting, and financial planning through a network of over 400 independent advisors.

Levi Anderson is a Series 66-licensed financial advisor at Centaurus Financial, Inc. in San Antonio, Texas, with five years of industry experience. His prior work includes a one-year role at FSC Securities Corporation and 15 years managing livestock and wildlife operations at D&D Texas Outfitters. Anderson is active in community and charitable efforts as a committee member of the military charity Wish For Our Heroes. Centaurus Financial, Inc. provides advisory and brokerage services to a wide range of clients, including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers financial planning, portfolio management with various platform options, retirement-plan consulting, and specialized advisory services through both discretionary and non-discretionary arrangements.

Morgan Taylor is a Series 65-licensed financial advisor with Mariner in Plano, TX, with four years of industry experience. Prior to joining Mariner, Taylor spent time at Texas A&M University. Mariner serves a diverse client base including individuals, pensions, trusts, and corporations, offering investment management, financial planning, retirement plan consulting, and integrated tax and family office services. The firm employs customized portfolios managed by an Investment Committee and combines in-house research with third-party managers across a range of asset classes and strategies.

David Balk is a financial advisor with Steward Partners Investment Advisory, LLC and holds Series 63 and Series 65 licenses. He has 37 years of industry experience, including a decade at Citigroup Global Markets and over a decade with various Steward Partners entities. Outside of his advisory roles, he is a partner in a real estate business in Eugene, Oregon, serving as a communication liaison between partners and management. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in assets. The firm serves individuals, retirement plans, corporations, trusts, estates, and charitable organizations, offering a range of investment advisory and financial planning services through both discretionary and non-discretionary portfolio management solutions.

Susan Graybeal is a financial advisor with Sanctuary Advisors, LLC based in San Antonio, TX, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. Her prior experience includes 19 years at Merrill followed by a year at Wells Fargo Clearing and another 11 years at Merrill. Sanctuary Advisors, LLC serves a diverse client base including individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations through a network of over 400 independent investment adviser representatives. The firm offers a variety of investment advisory and financial planning services, employing multiple analytical approaches and acting as a fiduciary when agreements are in place.

Juan Amador is a financial advisor at PNC Wealth Management in San Antonio, TX, with nine years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Citigroup and Insigneo Advisory Services. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio solution that employs algorithmic risk assessment and utilizes mutual funds and ETFs managed by PNC or third-party strategists.

Kevin Martin is a CFP® professional with four years of industry experience, currently serving as a financial advisor at Mariner since 2025. Prior to joining Mariner, he worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. from 2022 to 2025. Mariner serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations through investment management, financial planning, and retirement plan consulting. The firm combines in-house research with third-party managers to implement customized portfolios and offers integrated tax and accounting services alongside traditional portfolio management.

Joshua Tanner is a financial advisor at TIAA-CREF with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Charles Schwab, Vanguard Advisers, and in marketing roles. Outside of finance, he has operated a small local business selling garden plant starters. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals and entities, often those with prior employer retirement plan relationships. The firm offers both point-in-time planning and ongoing portfolio management through model and customized portfolios, acting as adviser to a donor-advised fund and operating within a vertically integrated group that uses affiliated funds.