David Lloyd Jr. is a financial advisor at Rockefeller Financial LLC with 31 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at UBS Financial Services for 17 years 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, financial planning, and consulting services through a Private Advisor model and a consolidated investment platform, and it also operates as a registered broker-dealer providing securities transactions, insurance products, and placement and investment banking services.

Patricia Rivera is a financial advisor at CWM, LLC with 14 years of industry experience. She holds a Series 66 credential and has worked previously at Edward Jones and USAA Financial Advisors, Inc. Rivera is based in San Antonio, TX. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm manages portfolios on a discretionary basis using model portfolios and various analysis tools, with a focus on fiduciary processes and retirement plan services.

Quinton Tramontano is a financial advisor at Rockefeller Financial LLC with 10 years of industry experience. He holds a Series 66 designation and previously worked at Bank of America and Merrill from 2016 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 portfolio management, financial planning, and consulting, and operates as a registered broker-dealer providing securities transactions, variable insurance products, and investment banking services.

Kenneth Korngold is a financial advisor at Corient in San Antonio, TX, holding Series 63 and Series 65 licenses with 29 years of industry experience. His career includes roles at Intercontinental Insurance Agency LLC, Intercontinental Wealth Advisors LLC, and Intercontinental Asset Management Group Ltd. prior to 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 uses a goals-based, team investment approach with a combination of in-house and third-party strategies, continuous portfolio monitoring, and risk management tools, alongside affiliated private fund capabilities and trust services.

Sunday Fischer is a financial advisor with Principal Financial Services in San Antonio, TX, holding a Series 66 designation and 14 years of industry experience. Prior to joining Principal Securities and Principal Life Insurance in 2023, she worked at Lincoln Financial Securities Corporation from 2008 to 2022. Outside of her advisory role, she manages a family account involved in selling clothing and household goods through online marketplaces such as eBay and Depop. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individuals, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel stationed abroad. The firm provides direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Alberto Segovia is a financial advisor at Corient with 18 years of industry experience and a Series 66 designation. He has previously worked at Truist Advisory, Truist Investment Services, Inc, and TIAA-CREF. Corient provides investment advisory and financial planning services to individual and high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach that combines in-house strategies with third-party solutions and incorporates risk management tools and alternative investments where appropriate.

David Jernigan is a financial advisor with Goldman Sachs Wealth Services, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has worked at Ayco/Goldman Sachs & Co. LLC since 2021 and was previously with The AYCO Company, L.P./Mercer Allied for 15 years. Goldman Sachs Wealth Services offers financial planning, investment management, and advisory support to a diverse client base, including individuals, high-net-worth households, and institutional clients. The firm utilizes centralized investment resources and integrates a variety of affiliated services to deliver tailored wealth management solutions.

Francisco Hernandez is a financial advisor at Empower Advisory Group in San Antonio, TX, holding Series 63 and Series 65 licenses with five years of industry experience. His prior roles include positions at Empower Financial Services, Credit Human Federal Credit Union, CUSO Financial Services, and J.P. Morgan Securities LLC. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain retail brokerage clients, using an integrated model tied to Empower’s administrative platforms. The firm emphasizes long-term portfolio returns and savings rates in its planning, offering point-in-time plans and optional managed account solutions within a large client base.

Bryan Pariseau is a financial advisor with Empower Advisory Group in San Antonio, TX, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. His prior roles include positions at Charles Schwab Bank, Charles Schwab, and USAA Financial Advisors. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain retail clients. The firm’s integrated approach links its advisory services with Empower’s recordkeeping and administrative platforms, emphasizing long-term portfolio returns and annual rebalancing.

Michael Britton is a financial advisor at Empower Advisory Group with seven years of industry experience. He holds a Series 66 designation and has previously worked at Charles Schwab & Co., Inc. for eight years. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain IRA and retail brokerage clients. The firm’s services integrate with Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

Christine Morales is a financial advisor with Stratos Wealth Partners, Ltd, holding Series 63 and Series 65 credentials and 24 years of industry experience. Her prior work includes roles at LPL Financial, Young American Wealth Management, and Wells Fargo affiliates. Morales also serves as a notary in Texas and provides administrative support within Stratos Wealth Partners. Stratos Wealth Partners serves a diverse clientele including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers financial planning, advisor-managed programs, model portfolios, third-party manager solutions, and retirement plan consulting through a large network of investment adviser representatives using both proprietary and third-party strategies.

Jason Alvarado is a CFP® professional with nine years of experience in financial advisory roles. He currently works at CWM, LLC and Northwest Capital Management, having previously held positions at Morgan Stanley, Frost Bank, and other firms. Outside of finance, he was involved with Jay Alvarado Humidors for five years. CWM, LLC is an SEC-registered investment adviser serving a diverse client base including individuals, high-net-worth families, foundations, endowments, corporations, and institutions. The firm manages portfolios primarily on a discretionary basis using model portfolios overseen by an internal Investment Committee, combining fundamental and technical analysis with third-party sub-advisors and customization tools.

Courtney Connolly is a financial advisor with Rockefeller Financial LLC, holding a Series 66 designation and 26 years of industry experience. She previously worked at Bank of America and Merrill Lynch, where she spent over two decades in various advisory roles. She is based in San Antonio, TX. 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 and operates as a registered broker-dealer, providing securities transactions, variable insurance products, placement, and investment banking services.

Christopher Vause is a financial advisor with First Command Advisory Services in San Antonio, TX, holding a Series 66 designation and nine years of industry experience. He has worked with multiple entities within First Command since 2016 and concurrently serves as Deputy Division G4 with the Texas Army National Guard. First Command Advisory Services is an SEC-registered investment adviser that serves 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 managed by a centralized Investment Management Team and Wealth Portfolio Managers.

Beatriz Gutierrez is a financial advisor with PNC Wealth Management in San Antonio, Texas. She holds a Series 66 designation and has four years of industry experience. Her prior roles include positions at BBVA Securities, BBVA Insurance Agency, Bbva Usa, and Branch Banking and Trust Bank. PNC Wealth Management offers retail brokerage and advisory services, including an invitation-only, model-based digital investment program for employees. The program uses algorithm-driven risk assessment and implements portfolio strategies through mutual funds and ETFs managed by PNC or third-party strategists.

David Bonney is a Certified Financial Planner (CFP®) with over 30 years of industry experience. He has been affiliated with First Command Advisory Services since 2015 and has worked with First Command Financial Services, Inc. and First Command Financial Planning, Inc. since 1996. He is based in San Antonio, TX. First Command Advisory Services, Inc. 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 a centralized Investment Management Team and Wealth Portfolio Managers.

Rodrigo Alvarez is a financial advisor with PNC Wealth Management in San Antonio, TX, holding Series 66 and Series 63 licenses with two years of industry experience. His prior work includes roles at PNC Investments and PNC Bank, alongside a long-term association with Walmart. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio solution that uses algorithmic risk assessment and discretionary model management with mutual funds and ETFs.

Elizabeth Braman is a financial advisor at First Command Advisory Services with four years of industry experience. She holds a Series 66 credential and has been affiliated with First Command Insurance Services, Advisory Services, and Brokerage Services since 2022. Outside of her advisory role, she operates a violin instruction business and works as a travel agent specializing in Disney vacations. 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 managed by a centralized Investment Management Team and Wealth Portfolio Managers.

Robert Budraitis is a financial advisor at Empower Advisory Group with 15 years of industry experience. He holds the Series 66 designation and has worked in roles at USAA Financial Planning Services, Usaa Investment Management Company, Charles Schwab & Co, and Charles Schwab Bank. Outside of his advisory work, he is co-owner and partner of ASVB LLC, an online retail and print-on-demand business. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain retail brokerage clients. The firm offers integrated services linked to Empower’s administrative platforms, including point-in-time financial plans and optional managed account solutions.

Kurt Steves is a financial advisor at Luther King Capital Management Corporation with 21 years of industry experience. His prior roles include positions at TCBI Securities, Texas Capital Bank, Suntrust Robinson Humphrey, and Fifth Third Securities. He holds Series 65 and Series 63 designations. Luther King Capital Management Corporation advises a range of institutional and individual clients, including trusts, foundations, pension plans, and government entities. The firm employs fundamental, bottom-up analysis across diverse equity and fixed income strategies and manages various mutual funds, separately managed accounts, and private investment partnerships.