Catherine Cole is a financial advisor with Bankers Life Advisory Services, Inc. in San Antonio, TX, holding Series 63 and Series 66 credentials and bringing nine years of industry experience. She has been with Bankers Life Advisory Services since 2019 and has prior experience with affiliated entities including Bankers Life Securities Inc and Bankers Life and Casualty Company. Outside of her advisory role, she is a partner at Caro Circle LLC, where she manages real estate investments. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals, focusing on customized asset allocation, periodic rebalancing, and a blend of fundamental, technical, and cyclical analysis to guide investment decisions.

Matthew Ure is a financial advisor at AE Wealth Management, LLC with 10 years of industry experience. He holds Series 66 and Series 63 licenses and has worked with Defense Retirement Systems, Anthony Capital LLC, and AE Wealth Management. Outside of his advisory role, he manages a family farm involved in agricultural product trading. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base including individuals, corporations, trusts, and ERISA plan sponsors. The firm emphasizes standardized model portfolios and discretionary asset management, serving over 127,000 clients through a platform-focused approach.

Kaley Morgan is a financial advisor with SPC in San Antonio, TX, holding a Series 66 designation and three years of industry experience. She has been with SPC and Parkland Securities, LLC since 2023. In addition to her advisory role, she conducts retirement seminars for U.S. federal government employees and provides holistic retirement and financial services including life insurance and fixed products. SPC serves a diverse client base including individual investors, charitable organizations, corporations, and employer-sponsored retirement plans. The firm offers portfolio management, financial planning, and ERISA-related retirement services through a large network of advisers, employing discretionary management strategies alongside nondiscretionary and direct-at-fund options.

Christo Naranja is a financial advisor with Bankers Life Advisory Services, Inc. He holds a Series 66 designation and has one year of industry experience. Prior to his current role, he held various positions within Bankers Life entities and has experience managing and training a team of agents in an agency director capacity. Bankers Life Advisory Services, Inc. provides discretionary portfolio management, investment consulting, and retirement plan consulting primarily to mass-affluent and high-net-worth individuals, focusing on customized asset allocation, periodic rebalancing, and a blend of fundamental and technical analysis to guide investment decisions.

Edward Tawney is a financial advisor at SPC with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has been with SPC since 2010. Outside of his financial services practice, he is involved in a family business that sells t-shirts and craft items online. SPC provides investment management, financial planning, and retirement-plan advisory services to a diverse client base, including individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm supports a large advisory network and offers tailored, discretionary investment advice primarily through the SIGMA Managed Account program and other account platforms.

Patrick Marshall is a financial advisor with First Command Advisory Services in Universal City, TX. He holds Series 65 and Series 63 licenses and has five years of industry experience. Prior to his financial advisory career, he served in the US Marine Corps for 26 years. He has no other notable outside business activities. 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 managed through a centralized Investment Management Team and Wealth Portfolio Managers.

Jose Nunez is a financial advisor with First Command Advisory Services, holding Series 63 and Series 65 credentials and one year of industry experience. Prior to joining First Command, he served 22 years in the U.S. Army. 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 multiple wrap-fee asset management programs, delivering investment management through a centralized team that selects and monitors model portfolios and third-party managers from approved lists.

Trevor Bergin is a financial advisor with J.W. Cole Advisors, Inc. in Boerne, Texas, holding a Series 65 license and two years of industry experience. Prior to joining J.W. Cole Advisors, he worked for over a decade at Ken Batchelor Cadillac. Outside of his advisory role, Bergin is involved in life insurance and annuity sales through his position as President and Agent at Bergin Financial Group, Inc. J.W. Cole Advisors is an SEC-registered firm serving individuals, charities, corporations, and retirement plans through a national network of more than 400 independent investment adviser representatives. The firm provides portfolio management, financial planning, and access to various managed account solutions, implementing investment decisions through discretionary or non-discretionary approaches.

Robert Brister is a financial advisor with First Command Advisory Services, holding a Series 66 designation and three years of industry experience. He previously served in the U.S. Army for 20 years and is the owner of STATUS Family Financial, a firm providing payroll and tax services. Brister also oversees operations and finances at Hero First Real Estate. 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 multiple wrap-fee asset management programs, using a centralized Investment Management Team and Wealth Portfolio Managers to design and monitor model portfolios constructed from mutual funds, ETFs, and third-party managed accounts.

Merrill Snowden Jr. is a financial advisor at Benjamin F. Edwards & Company, Inc. with 29 years of industry experience. He has held positions at Wells Fargo Advisors LLC and Wells Fargo Clearing prior to joining Benjamin F. Edwards in 2018. Snowden holds a Series 63 designation. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, pension plans, charitable organizations, and corporations. The firm offers a variety of fee-based wrap programs and investment strategies managed internally and by third parties, supported by a centralized trading desk and comprehensive custodial services.

Valerie Beabout is a financial advisor at Steward Partners Investment Advisory, LLC with 22 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Raymond James & Associates and Wells Fargo Advisors. She also serves as an uncompensated trustee for a family trust. Steward Partners Investment Advisory, LLC is a national SEC-registered RIA managing approximately $36.7 billion in assets, serving individuals, pension plans, corporations, and charitable organizations with a range of investment advisory and financial planning services.

Brad Thompson is a financial advisor with SPC in San Antonio, TX, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with SPC and Sigma Financial Corporation since 2012. Outside of advisory work, he serves as executor and trustee for his deceased mother’s estate and trust. SPC provides investment management, financial planning, and retirement-plan advisory services to a diverse client base, including individual investors, employer-sponsored plans, charitable organizations, and corporate clients. The firm supports a large advisory network and offers tailored, discretionary investment advice through various account programs and strategic partnerships.

Lance Singletary is a CFP® and ChFC® with 22 years of experience in the financial services industry. He has been with Valic Financial Advisors since 2017 and previously worked at Humana Inc. in 2016. Valic Financial Advisors serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and consulting services through a large network of advisors and utilizes discretionary unified managed accounts with a focus on centralized technology and model solutions.

Sergio Jimenez Gudino is a CFP® professional with 16 years of experience, currently affiliated with Primerica Advisors in San Antonio, TX. His prior roles include positions at Guardian Life Insurance, Park Avenue Securities, Dominion Capital LLC, and New York Life Insurance Company. Outside of his advisory work, he owns and operates Jimenez Wealth Legal Advisors, a law firm specializing in taxation, business, and estate planning, and manages a consulting entity supporting legal services in Mexico. Primerica Advisors serves a broad retail client base, including individual and high-net-worth investors, offering both brokerage and advisory services. The firm employs a range of investment strategies through proprietary models, third-party managers, and digital advice solutions, supporting discretionary and non-discretionary accounts with diverse investment options.

Timothy Camarillo is a financial advisor with PlanMember Securities Corporation in San Antonio, TX, holding a Series 65 designation and six years of industry experience. He has worked at PlanMember since 2021 and has also been involved with Elite Plus Financial and his own advisory business since 2004. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans and offering participant-level investment options through its asset allocation portfolios. The firm’s investment approach relies on a top-down strategic asset allocation process and manages unitized, risk-based mutual fund portfolios across a range of risk profiles.

Bruce Swearingen is a financial advisor with Principal Financial Services based in San Antonio, TX. He holds Series 63 and Series 65 licenses and has 17 years of industry experience. Prior to his current role, he has worked with Principal Securities Inc. since 2016 and Principal Life Insurance Company since 2008. In addition to his advisory work, he sells individual Medicare and health insurance as well as various life and disability insurance products. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and military personnel abroad. The firm offers direct advisory programs, financial planning, retirement consulting, and access to third-party money manager solutions through advisory and promoter arrangements.

George Turnage III is a financial advisor with GWN Securities Inc., holding Series 63, 65, and 66 licenses and 10 years of industry experience. Prior to joining GWN Securities in 2020, he worked at Walmart in various roles from 2015 to 2020. Outside of his advisory work, he is a partner in Brotherhood Comics, a retail business with online sales. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through discretionary managed accounts, financial planning, and access to third-party sub-advisers. The firm operates a large network of advisors and offers a range of managed-account programs and model portfolios, including legacy market-timing and momentum-based strategies.

Brad Holtzclaw is a financial advisor at Empower Advisory Group with 11 years of industry experience. He holds Series 66 and Series 63 designations and previously worked at Charles Schwab 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 Empower Premier IRA and select 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.

Liliana Kaufmann is a financial advisor with Sanctuary Advisors, LLC in San Antonio, TX, holding a Series 66 designation and 15 years of industry experience. She previously worked at Merrill from 2008 to 2019 before joining Sanctuary Advisors and Sanctuary Securities in 2019. She serves on the Finance Council for Blessed Sacrament Catholic Church, advising on financial matters as a parishioner board member. Sanctuary Advisors provides investment advisory and financial planning services to a diverse range of clients, including individuals, corporations, pension plans, trusts, and charitable organizations, through a network of over 400 independent adviser representatives. The firm offers various portfolio management options and consulting services, employing multiple analytical approaches and acting as a fiduciary when agreements are in place.

Randolph Daniels Jr. is a financial advisor with Sanctuary Advisors, LLC in San Antonio, TX, holding a Series 66 license and 14 years of industry experience. He previously worked at Bank of America and Merrill from 2012 to 2021 before joining Sanctuary Wealth in 2021. He serves as Treasurer for the UTSA Alumni Association, where he prepares financial reports and participates in fundraising activities. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, and charitable organizations. The firm supports independent advisers with a range of portfolio management options and employs various analytical approaches, operating as a fiduciary when a written advisory agreement is in place.