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) in San Antonio, TX, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. He has been associated with Eagle Strategies since 2012 and operates Atlas Retirement Strategies, LLC, focusing on offering New York Life products and services. Webb is also licensed to broker non-registered insurance products and maintains a property and casualty insurance license. Eagle Strategies serves a diverse client base, including individuals and institutions, providing financial planning, investment management, and retirement-plan advisory services. The firm delivers tailored advice through various programs and emphasizes non-discretionary asset management within an integrated New York Life affiliate structure.

Jesus Sifuentes is a financial advisor with Guardian Life and holds Series 63 and Series 65 licenses. He has six years of industry experience and has previously worked at firms including Park Avenue Securities, Dominion Capital LLC, and New York Life Insurance Company. Outside of his advisory role, he supervises a legal research and drafting team at Jimenez Wealth Legal Advisors PC. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a broker-dealer and SEC-registered investment adviser affiliated with The Guardian Life Insurance Company of America. The firm serves individuals, pension plans, charitable organizations, and corporate clients with a range of brokerage, financial planning, and advisory services.

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.

Brian Thedford is a financial advisor at Transamerica Retirement Advisors, LLC with 11 years of industry experience. He holds a Series 66 designation and has worked previously at Charles Schwab and Co., Inc., Fidelity Personal and Workplace Advisors, and Fidelity Brokerage Services LLC. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through managed and advisory programs that focus on asset allocation, contribution guidance, and retirement planning. The firm uses proprietary technology from Morningstar Investment Management to tailor portfolio construction and provides services primarily on a non-discretionary basis.

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.

Jenifer Yi is a financial advisor with Eagle Strategies (NY Life) in Boerne, TX, holding the ChFC® designation and a Series 63 license. She has 10 years of industry experience, including roles at Eagle Strategies LLC and New York Life Insurance Co. since 2016. Yi serves as a board member of All Nations Church, participating in decision-making for church plans and activities. Eagle Strategies serves a diverse client base, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm offers multiple program types tailored to client objectives, working extensively with individual investors, institutional sponsors, and plan fiduciaries.

Paul Carr is a financial advisor with SPC in Boerne, TX, holding Series 63 and Series 65 licenses and possessing 40 years of industry experience. He has worked at Sigma Financial Corporation since 2008 and spent 23 years at Pohl & Associates prior to that. Outside of advising, he owns Carr Financial and has experience in insurance sales. SPC provides investment management, financial planning, and retirement-plan advisory services to a diverse client base that includes individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm supports a large network of advisors, delivering tailored and discretionary investment advice primarily through the SIGMA Managed Account and other programs, with custody and execution services provided through Fidelity/NFS.

Douglas Tabor is a financial advisor at Independent Financial Partners with 37 years of industry experience. He holds a Series 63 designation and has worked at several firms, including Raymond James Financial Services and Concert Wealth Management. Outside his advisory roles, he owns Texas United Wealth Management, where he provides financial services and recruits advisors. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm supports a multi-advisor platform with a notable focus on retirement-plan advisory, pension consulting, and written compliance processes for Department of Labor rollover guidance.

Kirk Bergin is a financial advisor with J.W. Cole Advisors, Inc. and holds Series 63 and Series 65 licenses. He has 15 years of industry experience and has operated Bergin Wealth Management LLC since 2010. Bergin also owns Bergin Investment Management, LLC and serves as CEO and agent of Bergin Financial Group, Inc., which focuses on life insurance, fixed annuity, and long-term care insurance sales. J.W. Cole Advisors is an SEC-registered firm serving individuals, charities, corporations, and retirement plans through a network of over 400 independent investment adviser representatives. The firm offers portfolio management, fee-based financial planning, and access to third-party managers, with investment decisions implemented on a discretionary or non-discretionary basis.

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.

Richard Barkley is a financial advisor at Prime Capital Financial with nine years of industry experience. He holds Series 66 and Series 63 licenses and has been with Prime Capital Investment Advisors since 2018. Barkley also serves as president of Benchmark Business Consulting, where he prepares business valuations. Prime Capital Financial is an SEC-registered firm serving individuals, trusts, corporations, and retirement plans with services including asset management, financial planning, qualified retirement plan services, and family office offerings. The firm employs a range of investment strategies and provides integrated tax and family office services through affiliated subsidiaries.

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 financial advisor with Sanctuary Advisors, LLC, holding a Series 66 designation and two years of industry experience. Her prior roles include positions at Raymond James & Associates Inc., Capital Group, and JP Morgan Chase Bank. Sanctuary Advisors, LLC serves a diverse client base including individuals, corporations, pension plans, trusts, and charitable organizations through a network of over 400 independent advisers. The firm offers portfolio management, financial planning, and retirement plan consulting, employing a range of analytical approaches and acting as a fiduciary under written advisory agreements.

David Zuniga is a CFP® professional with 27 years of experience in financial advisory. He is currently with Schwab Wealth Advisory and has held prior roles at Charles Schwab and USAA in various financial planning and investment services positions. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, using Schwab’s asset allocation models and research tools. The firm delivers annual financial reviews and investment recommendations, with clients retaining final trading decisions.

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.

Gregory Drew is a financial advisor with Independent Financial Partners in San Antonio, TX, holding Series 63 and Series 65 credentials and 26 years of industry experience. His career includes prior roles at LPL Financial and IFP Securities, LLC. He serves as a board member of The Coppini Academy of Fine Arts, an organization dedicated to promoting classic, representational art. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm supports a multi-advisor platform serving individual, charitable, corporate, and high-net-worth clients with decentralized investment strategies and notable retirement-plan and pension consulting capabilities.

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.

Jeffrey Higgins is a Certified Financial Planner™ with 34 years of industry experience. He is affiliated with Independent Financial Partners and has previously worked with LPL Financial. Higgins maintains contracts with fixed insurance carriers for products including health, disability, and fixed annuities. Independent Financial Partners serves a nationwide network of independent Investment Adviser Representatives, managing over $12.5 billion in assets. The firm offers customizable investment strategies and notable retirement-plan advisory and pension consulting services.

David Balk is a financial advisor at Steward Partners Investment Advisory, LLC with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has been affiliated with various Steward Partners entities since 2009. Outside of his advisory role, he is a partner in a real estate business in Eugene, Oregon, where he acts as communication liaison between partners and the management firm. Steward Partners Investment Advisory, LLC is an SEC-registered, enterprise-scale RIA managing approximately $36.7 billion in assets. The firm serves individuals, pension plans, corporations, trusts, estates, and charitable organizations, offering a range of investment advisory and financial planning services through discretionary and non-discretionary portfolio management and third-party manager selection.