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.

Brandon Bowman is a financial advisor at Ameritas Advisory Services, LLC with 21 years of industry experience. He holds the Series 66 designation and has worked at firms including Midwest Financial Solutions, Granite Financial Solutions, LPL Financial, and Cetera Financial. Bowman is also licensed as an independent insurance agent to sell fixed insurance products. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm offers fee-based asset management, fiduciary retirement plan advice, and a range of portfolio management options utilizing model portfolios, third-party sub-advisers, and custom strategies.

Taylor Gaudlitz is a Series 66-credentialed advisor with First Command Advisory Services in San Antonio, TX, and has five years of industry experience. His background includes roles across multiple First Command entities since 2020 and prior work with Instacart and the Cockrell Butterfly Center at Houston Museum of Natural Science. First Command Advisory Services, Inc. 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 managed by a centralized Investment Management Team, emphasizing in-person financial coaching and an employee-ownership structure.

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.

Araceli Hernandez is a financial advisor with First Command Advisory Services and holds Series 63 and Series 65 licenses. She has nine years of industry experience and has been with various First Command entities since 2013. 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, utilizing a centralized Investment Management Team to manage model portfolios and third-party managers.

Sonali Patel is a financial advisor at Prime Capital Financial with five years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Texas Capital Bank, Texas Capital Bank Private Wealth Advisors, Martin Capital Advisors, LLP, SharesPost Financial, Macro Risk Advisors, and a pediatric oncology infusion center. She serves on the Board of Restore Education and volunteers with Teach For America in San Antonio. Prime Capital Financial is an SEC-registered advisory firm serving individuals, trusts, corporations, and retirement plans. The firm offers asset management, financial planning, retirement plan trustee services, and family office offerings, utilizing a range of investment strategies and coordinated tax and financial administration 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.

Claude Koontz is a CFA® charterholder with 19 years of industry experience. He is currently with Sequoia Financial Group, L.L.C. and has also served as Portfolio Manager at M Capital Advisors since 2012. Prior to joining Sequoia in 2023, he worked at Mastrapasqua Asset Management. Sequoia Financial Advisors, LLC provides wealth planning, investment management, and retirement-plan and business-consulting services to a diverse client base, including high-net-worth individuals, charitable organizations, corporations, trusts, and family offices. The firm uses a combination of in-house model portfolios, custom accounts, and third-party manager selection, supported by research and an Investment Policy Committee that regularly reviews and rebalances portfolios.

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.

Dustin Mundorf is a financial advisor with Brookstone Capital Management LLC in New Braunfels, TX, holding Series 63 and Series 65 credentials and 12 years of industry experience. He has operated Dustin Mundorf, Inc. since 2008 and has worked as an independent insurance agent since 2002. Brookstone Capital Management is an SEC-registered adviser providing fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee program. The firm serves a diverse client base, including individuals, retirement plans, corporations, charitable organizations, other RIAs, sovereign wealth funds, and banking institutions, delivering investment management primarily on a discretionary basis via model portfolios and managed accounts.

Cynthia Holland is a financial advisor with Transamerica Financial Advisors and holds a Series 66 designation. She has one year of industry experience and has also managed her own cosmetics manufacturing and retail businesses for over 20 years. Her background includes roles at Rodriguez Holland & Co and World Financial Group, as well as involvement in accounting consulting. Transamerica Financial Advisors serves a broad client base including individual investors, retirement plans, trusts, and businesses, offering a range of investment advisory and brokerage services. The firm utilizes model portfolios and third-party managers to implement its advisory strategies through a large network of advisors.

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.

Jessica Walker is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 66 licenses and having six years of industry experience. Her career includes roles at New York Life Insurance Company and related entities, as well as running Wohlstand Wealth Strategies, LLC. She serves as vice chair of the New Braunfels Women's Business Alliance and is treasurer for the Brauntex Theater Board of Directors. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, offering advisory programs, financial planning, and retirement plan consulting. The firm operates as both an SEC-registered adviser and FINRA-member broker-dealer, providing a range of custody, execution, and brokerage services alongside investment advice.

Timothy Gray is a financial advisor with First Command Advisory Services, holding Series 65 and Series 63 credentials and 12 years of industry experience. He has been with First Command in various capacities since 2014. Outside of his advisory role, he is the owner of a rental property business. First Command Advisory Services, an SEC-registered investment adviser, 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, featuring model portfolios managed by a centralized Investment Management Team and Wealth Portfolio Managers.

Laura Ehrenberg Chesler is a financial advisor at Prime Capital Financial with 23 years of industry experience. She holds a Series 63 designation and previously worked for CrossVault Capital Management for 22 years before joining Prime Capital Investment Advisors, LLC. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans with a range of services including asset management, financial planning, qualified retirement plan services, and family office offerings. The firm employs a variety of investment strategies and provides integrated tax advisory and financial administration services through affiliated subsidiaries.

Kevin Martin is a CFP® professional with four years of industry experience, currently serving as a financial advisor at Mariner since 2025. Prior to joining Mariner, he worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. from 2022 to 2025. Mariner serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations through investment management, financial planning, and retirement plan consulting. The firm combines in-house research with third-party managers to implement customized portfolios and offers integrated tax and accounting services alongside traditional portfolio management.

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.

Rene Perez is a financial advisor with Sanctuary Advisors, LLC based in San Antonio, TX. He holds Series 63 and Series 66 designations and has 25 years of industry experience. Prior to joining Sanctuary Wealth in 2021, he worked with Wells Fargo Clearing and Wells Fargo Advisors LLC for a combined 10 years. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base including individuals, corporations, pension plans, and charitable organizations through a network of over 400 independent investment adviser representatives. The firm offers portfolio management, retirement plan consulting, and utilizes a range of analytical approaches across discretionary and non-discretionary account management.

Laura Ortega is a CFP® with six years of industry experience, currently serving as a financial advisor at Creative Planning. Her prior experience includes roles at Charles Schwab Bank and First National Bank of Omaha. Creative Planning is an enterprise firm managing approximately $217 billion in client assets, providing investment advisory and financial planning services to a diverse client base including individuals, corporations, foundations, trusts, and retirement plans. The firm employs a financial planning–led investment process emphasizing low-cost indexing and buy-and-hold strategies, supported by a broad range of affiliated non-investment businesses such as an affiliated law firm and trust company.

Ricky Gonzales is a financial advisor with Eagle Strategies (NY Life) in New Braunfels, TX, holding Series 63 and Series 66 credentials and 14 years of industry experience. His prior roles include positions at Thrivent Investment Management Inc, NYLIFE Securities LLC, and New York Life Insurance Company. Outside of finance, he works as a hunting guide, assisting clients with tracking and harvesting game. Eagle Strategies serves a diverse client base including individual and institutional investors, offering financial planning, investment management, and retirement-plan advisory services. The firm provides tailored solutions through multiple program types and primarily manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.