Richard Ure is a financial advisor with Gradient Securities, LLC in San Antonio, TX, holding Series 63 and Series 65 designations and 14 years of industry experience. He has worked with Gradient Securities since 2019 and previously worked at LPL Financial and National Planning Corporation. Outside of his advisory role, Ure owns a woodworking and agricultural products business where he raises livestock and sells cedar hardwood products. Gradient Securities, LLC, operating as Gradient Wealth Management, provides financial planning, consulting, and non-discretionary asset management services to individuals, pension plans, trusts, estates, and businesses. The firm emphasizes a non-discretionary investment approach, combining fundamental, technical, and cyclical analysis while utilizing third-party managers and maintaining ongoing client reviews.

Eric Reid is a CFP® with 25 years of experience in financial advising. He is currently with Hightower Advisors, where he has worked since 2020, and previously held roles at Frontier Investment Management, Bank of America, and Merrill. In addition to his advisory work, Reid teaches management, finance, and Certified Financial Planning coursework part-time at the University of the Incarnate Word in San Antonio. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, and charitable organizations. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers across a range of investment vehicles.

John Wheat is a financial advisor with Eagle Strategies (NY Life) based in San Antonio, TX, holding Series 66 and Series 63 licenses and having two years of industry experience. His prior work includes roles at NYLIFE Securities LLC and New York Life Insurance Company. He serves as a board member for the Belle Oaks Ranch Property Owners Association, providing oversight on community maintenance. Eagle Strategies serves a diverse client base including individual investors and institutional plans, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages a large portion of assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Christopher McManus is a CFP® professional with 22 years of industry experience. He currently serves as an advisor at GWN Securities Inc. since 2019 and has prior experience with Ameritas Investment Corp., CCF Investments, Inc., and Capital Choice Financial Services. Outside of his advisory role, he manages timberland holdings and mineral rights through family partnerships and is involved in life and health insurance sales. GWN Securities is an SEC-registered investment adviser and broker-dealer that offers discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios. The firm serves individual and business clients through a large network of advisors and employs a range of investment programs, including both traditional asset allocation and legacy market-timing strategies.

Jeffrey Glenn is a financial advisor with PNC Wealth Management in San Antonio, TX, holding Series 63 and Series 65 licenses and 26 years of industry experience. Prior to joining PNC Investments in 2021, he worked at several BBVA entities from 2003 to 2021. Outside of finance, he operates Executive Landscaping, a business he has owned since 2002. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio strategist for employees that uses algorithm-driven risk assessments and investment via mutual funds and ETFs managed by PNC or third parties.

Roger Eth is a financial advisor at TLG Advisors, Inc. with 17 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Lincoln Financial Securities Corporation and RDK Advisors. He is also involved in business development activities with Global Succession Planning, IPA Strategies, and RDK Advisors as an insurance agent. TLG Advisors, Inc. manages approximately $2.0 billion in discretionary client assets, serving individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors. The firm offers investment supervisory and portfolio management, comprehensive financial and estate planning, ERISA fiduciary services, and a direct-to-consumer program called Starlight Portfolios, using a research approach based on fundamental analysis and Modern Portfolio Theory.

Gregory Davis is a financial advisor at UNITED PLANNERS' FINANCIAL SERVICES of AMERICA with 42 years of industry experience. He holds the ChFC® designation and Series 63 license. His prior work experience includes roles at Grove Point Investments, Grove Point Advisors, and H.Beck, Inc. Davis is a licensed insurance agent and a partner in DSSTT, LLC, a non-investment related business. United Planners Financial Services is a national wealth-management enterprise serving a diverse client base, including individuals, retirement plans, corporations, and institutional clients. The firm offers advisory and brokerage services through independent representatives and utilizes a variety of custodians and third-party managers to implement client strategies.

Joshua Amparan is a financial advisor with Eagle Strategies (NY Life) in San Antonio, TX, holding Series 63 and Series 65 licenses with five years of industry experience. His prior work includes roles at New York Life Insurance Company and NY Life Securities LLC, as well as experience in the beverage distribution and brewing industry. Outside of his advisory practice, Amparan volunteers with the UTSA Alumni Association, produces the "Birds Up Podcast," and serves as an officer in local organizations including the Metro San Antonio Chamber of Commerce and the Institute for Leadership in Capital Projects. Eagle Strategies serves a diverse client base including individual investors, retirement plans, and institutional clients, offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Tobin Hoffmann is a financial advisor with Ameritas Advisory Services, LLC, holding CFP® and Series 63 designations and bringing 39 years of industry experience. He has been with Ameritas Advisory Services since 2021 and has a longstanding affiliation with Ameritas Life Insurance Corp. and Ameritas Investment Corp. since 2006. He is also president of Hoffman Financial Services, which he founded in 1979, and is a partner in a cattle-raising operation. Ameritas Advisory Services provides fee-based investment management, financial planning, and retirement-plan advisory services to individuals, corporations, and institutional clients. The firm offers a range of discretionary and non-discretionary programs and integrates its services with affiliated entities to serve a broad client base.

David Cohn is a CFP® with 24 years of industry experience, currently serving as a financial advisor at Steward Partners Investment Advisory, LLC. His prior roles include positions at Raymond James & Associates and Wells Fargo Advisors. Outside of his advisory work, he is a partner in investment-related businesses, including Cabo Luxury Rentals and Lorenzo Einstein LLC. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in assets. The firm serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations with a range of investment advisory and financial planning services.

Ryan Faulkner is a financial advisor with Eagle Strategies (NY Life) based in San Antonio, TX, holding Series 63 and Series 66 licenses. He has 14 years of industry experience, including roles at Eagle Strategies since 2019, Nylife Securities LLC since 2012, and New York Life Insurance since 2011. Eagle Strategies serves a diverse client base including individual investors, defined contribution and defined benefit plans, charitable, and corporate clients. The firm provides financial planning, investment management, and retirement-plan advisory services through a broad network of affiliated advisers, emphasizing tailored solutions and primarily managing assets on a non-discretionary basis.

Jeffrey Doss is a financial advisor with Transamerica Financial Advisors in San Antonio, TX, holding Series 65 and Series 63 licenses and nine years of industry experience. He previously worked at Santa Fe Financial, LLC for three years before joining Transamerica Financial Advisors and World Financial Group in 2017. He is also involved with KP Property Ventures LLC. Transamerica Financial Advisors serves a broad client base including individual investors, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers a combination of advisory and broker-dealer services, utilizing proprietary and third-party model portfolios with both discretionary and non-discretionary program options.

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.

John Young is a CFP® with 17 years of experience in the financial industry. He currently works at Stratos Wealth Partners, Ltd and has previously held roles at Wells Fargo Clearing and Wells Fargo Advisors. Young serves on the Investment Committee for the New Braunfels Community Foundation. Stratos Wealth Partners provides advisory services to a broad client base, including individual investors, trusts, charitable organizations, corporations, retirement plans, and institutional clients. The firm offers an open-architecture Strategic Wealth Management platform that supports both advisor-managed and model-based portfolios, with active asset allocation and access to multiple custodians and sub-advisors.

Rebecca Gorrell is a financial advisor with Eagle Strategies (NY Life) based in San Antonio, TX, holding Series 63 and Series 65 designations and bringing 19 years of industry experience. She has worked with Pivot Wealth and Insurance Strategies, LLC, Pivot Income Strategies, LLC, Nylife Securities LLC, and New York Life Insurance Company. In addition to her advisory role, she owns an LLC that rents motorhomes. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm offers a variety of program types tailored to client objectives and maintains a significant portion of its assets under non-discretionary management.

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.