Brett Daniels is a Series 66-credentialed financial advisor with 15 years of industry experience. He currently works at Rockefeller Financial LLC, where he has been since 2021. Prior to this, he held positions at Bank of America, N.A. and Merrill from 2010 to 2021. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers a range of portfolio management, financial planning, and consulting services, and operates as a registered broker-dealer that provides securities transactions, variable insurance products, placement, and investment banking services.

Nathan Quinlan is a financial advisor at First Command Advisory Services with two years of industry experience. He holds Series 65 and Series 63 licenses and previously served in the United States Air Force for 22 years. Quinlan has worked with various First Command entities since 2023. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, managing portfolios through a centralized Investment Management Team and Wealth Portfolio Managers who select from approved mutual funds, ETFs, and third-party managers.

Alfredo Larosa is a financial advisor at Corient with 34 years of industry experience. He holds a Series 63 designation and has worked previously at Intercontinental Wealth Advisors LLC and Intercontinental Asset Management Group, Ltd. Larosa is based in San Antonio, TX. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, pension and profit-sharing plans, charitable organizations, and corporations. The firm employs a goals-based, team investment approach that integrates in-house strategies with third-party managers and uses risk management tools to align portfolios with client objectives.

Kelly O’Day is a financial advisor at First Command Advisory Services with nine years of industry experience. He has worked at various entities within the First Command organization since 2016 and served in the US Navy from 2011 to 2017. Outside of advising, he holds a landlord role at a rental property 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 multiple wrap-fee asset management programs utilizing model portfolios managed by an internal Investment Management Team.

Aaron Davila is a financial advisor at OSAIC Institutions, Inc. with three years of industry experience. He holds a Series 66 designation and has worked at firms including Infinex Investments and AFFCU. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, and access to alternative investments, operating a hybrid adviser/broker-dealer structure with a distinctive model that emphasizes firm supervision and third-party partnerships.

Charles Maddox is a financial advisor with Empower Advisory Group in San Antonio, TX. He holds Series 66 and Series 63 licenses and has one year of industry experience. His prior roles include positions at Empower Financial Services, Amcap Mortgage, Nationwide Insurance, and several banking institutions. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain retail clients. The firm integrates its services with Empower’s recordkeeping and administrative platforms and offers point-in-time financial plans alongside optional managed account solutions.

Roxiane Kerns is a financial advisor with Rockefeller Financial LLC, holding a Series 66 designation and bringing 30 years of industry experience. She worked at Merrill Lynch from 1984 to 2021 before joining Rockefeller Financial in 2021. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers a range of portfolio management and financial planning services, operating uniquely as both a registered broker-dealer and an investment advisor with an integrated platform that includes discretionary and non-discretionary solutions across various asset classes.

Kenneth Michaud is a CFP® professional with 29 years of industry experience, currently serving with First Command Advisory Services. His prior experience includes roles at Frost Investment Services, Broadway Wealth Solutions, Broadway Bank, and USAA Investment Management Company. Michaud is based in San Antonio, TX. First Command Advisory Services is an SEC-registered investment adviser focused on individuals, corporate, and charitable clients, with a particular emphasis on active-duty service members and their families. The firm provides financial planning and multiple wrap-fee asset management programs featuring model portfolios constructed and monitored by a centralized Investment Management Team.

Hannah McArthur is a Series 66-licensed financial advisor with nine years of industry experience. She is currently affiliated with First Command Advisory Services and has been involved with First Command Insurance Services and Advisor Services since 2015. Outside of her advisory role, she owns and manages a tax preparation business and holds ownership positions in several real estate LLCs. 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 multiple wrap-fee asset management programs, utilizing a centralized investment management team that selects model portfolios and third-party managers under discretionary authority.

Bradford Hardy is a CFP® professional with 12 years of industry experience, currently serving as a financial advisor at Corient. His prior experience includes roles at Capital Advisors, Inc., Fidelity Investments, TIAA CREF, TD Ameritrade, and Scottrade. Outside of his advisory work, he owns and manages a short-term vacation rental business in San Antonio, Texas. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, and corporate entities. The firm employs a goals-based, team investment approach combining in-house strategies with third-party solutions and incorporates risk management tools and alternative investments where appropriate.

Christina Rodriguez is a financial advisor at Empower Advisory Group with 13 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Citigroup, Progressive Insurance, Victory Capital Advisers, and J.P. Morgan Securities. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and certain retail brokerage clients. The firm integrates its services with Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

Kelly Card is a financial advisor with VOYA Financial Advisors, Inc. in San Antonio, TX, holding a Series 63 designation and 43 years of industry experience. She has been with VOYA Financial Advisors since 2014. Outside of her advisory role, Kelly operates as an independent insurance agent and serves as power of attorney for her parents, overseeing their medical and financial matters. VOYA Financial Advisors, Inc. serves a broad range of individual and institutional clients, offering services such as financial planning, portfolio management, and plan-sponsor consulting. The firm emphasizes recommendation-based advice, primarily through non-discretionary arrangements, and operates both as an SEC-registered investment adviser and a broker-dealer.

Sean Collins is a financial advisor with Creative Planning in San Antonio, TX, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His prior roles include positions at USAA Financial Planning Services and USAA Investment Services Company. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning–led investment process emphasizing low-cost indexing and buy-and-hold strategies, supplemented by specialized approaches such as direct indexing and tax-loss harvesting.

Fernanda Novaes is a financial advisor at Corient in San Antonio, TX, holding Series 63 and Series 66 designations with 20 years of industry experience. She previously worked at Intercontinental Wealth Advisors LLC and Intercontinental Asset Management Group, Ltd. from 2012 to 2023. Corient provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach combining in-house strategies with third-party managers and incorporates risk management tools, alternative investments, and private fund allocations as appropriate.

David Conrady is a financial advisor with First Command Advisory Services in San Antonio, TX, holding Series 65 and Series 63 licenses and bringing three years of industry experience. Prior to his advisory career, he served 24 years in the United States Navy. He is also the owner of Cielo Ridge Financial Services, an independent financial services LLC. 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 provides financial planning and a range of wrap-fee asset management programs managed through a centralized Investment Management Team.

John Kauth III is a financial advisor at Corient with 39 years of industry experience. He holds a Series 63 designation and has worked in various capacities including over two decades at Intercontinental Wealth Advisors LLC before joining Corient. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporations. The firm employs a goals-based, team approach to portfolio management, integrating proprietary strategies with third-party manager solutions and advanced risk management tools.

Gerardo Ramirez Jr. is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 credentials and 16 years of industry experience. He previously worked at Eagle Strategies and New York Life Insurance Company. Outside of his advisory role, Ramirez is the owner of Burke Material Handling LLC, a heavy machinery company, where he occasionally provides sales training. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a broker-dealer and SEC-registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers a range of brokerage services, financial planning, retirement plan consulting, and investment advisory programs that include both proprietary and third-party models.

Pamela Wise is a financial advisor with Guardian Life and holds a Series 66 credential. She has 18 years of industry experience, including roles at Park Avenue Securities and Farmers Insurance. Outside of financial services, she owns Pam's Saucy Spoon, a business specializing in baked goods and pre-made meals. Park Avenue Securities LLC, operating as Park Avenue Wealth Management, is a broker-dealer and SEC-registered investment adviser serving individuals, pension plans, charitable organizations, and corporate clients. The firm offers brokerage services, financial planning, retirement consulting, and investment advisory programs, utilizing both proprietary and third-party model portfolios.

Karen Twitty is a Series 66-licensed financial advisor with First Command Advisory Services in San Antonio, TX, bringing five years of industry experience. Prior to joining First Command, she worked with the Department of Defense Education Activity and in educational roles. She is also a member of Twitty and Associates, a non-investment-related business. First Command Advisory Services provides financial planning and wrap-fee asset management programs primarily serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm employs a centralized investment management team and offers a range of model portfolios utilizing mutual funds, ETFs, and third-party managers.

Howard Lutz is a financial advisor with Corient based in San Antonio, TX, holding Series 63 and Series 66 licenses, and has nine years of industry experience. His prior roles include positions at Intercontinental Wealth Advisors LLC and Broadway Bank. Corient provides investment advisory and financial planning services to a wide range of clients, including individuals, trusts, pension plans, and corporate entities. The firm uses a goals-based, team investment approach that integrates in-house strategies with third-party managers and employs risk management tools and alternative investment options.