Jason Smith is a Series 66-licensed financial advisor with First Command Advisory Services, Inc. He has 15 years of industry experience, including multiple roles within First Command firms since 2010. Jason is also the owner and District Advisor of Gramco Financial LLC. 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 various wrap-fee asset management programs, utilizing a centralized Investment Management Team to design and manage model portfolios.

Brooks Mc Call is a financial advisor with Sanctuary Advisors, LLC, holding Series 63 and Series 65 designations and bringing 24 years of industry experience. He previously worked at International Assets Advisory, LLC for ten years before joining Sanctuary Securities, Inc., and later Sanctuary Advisors, LLC. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, trusts, and charitable organizations. The firm supports more than 400 independent adviser representatives offering portfolio management, retirement plan consulting, and a variety of account management options through both discretionary and non-discretionary approaches.

Gary Farmer is a financial advisor with Transamerica Financial Advisors and holds a Series 63 designation. He has 35 years of industry experience, including roles at WealthWave, World Financial Group, and Transamerica Financial Advisors. Farmer is involved in sales of insurance and non-insurance products affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to individual investors, employer-sponsored plans, trusts, estates, charitable organizations, and businesses. The firm utilizes a model portfolio and third-party manager approach through multiple program platforms, managing approximately $1.7 billion in regulatory assets under management.

Vincent Fertitta Jr. is a financial advisor with Sanctuary Advisors, LLC, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He previously worked at Merrill for 23 years before joining Sanctuary Advisors and Sanctuary Securities in 2019. Outside of his advisory role, he serves as president of Blue Chip Consulting, LLC, a firm focused on hiring, developing, and coaching financial professionals. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base through a network of over 400 independent advisers. The firm offers portfolio management, financial planning, and retirement plan consulting, supporting a range of investment strategies and acting as a fiduciary under written advisory agreements.

Adam Frey is a CFP® with 18 years of industry experience, currently serving at Independent Financial Partners in San Antonio, TX. He has worked at Independent Financial Partners since 2012 and was previously with LPL Financial from 2009 to 2018. Outside his advisory work, he owns and operates a ranch offering guided hunts for various game. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm supports a multi-advisor platform serving individual, charitable, corporate, and high-net-worth clients with a flexible, decentralized investment approach and notable retirement-plan consulting capabilities.

Richard Law Jr. is a Series 65 licensed financial advisor with Integrity Alliance, LLC, based in San Antonio, TX, and has seven years of industry experience. Prior to joining Integrity Alliance in 2026, he worked at Regal Investment Advisors, LLC for seven years. Outside of advising, he is active as a soccer referee under the business Richard Law Sports Official. Integrity Alliance serves a broad client base including individual investors, corporations, and qualified retirement plans. The firm offers portfolio management, financial planning, and both wrap and non-wrap programs through a large advisor network managing over $5 billion in assets, utilizing various discretionary and model portfolio approaches.

Martha Ortega is a financial advisor with Sanctuary Advisors, LLC, holding Series 63 and Series 65 credentials and 11 years of industry experience. She has worked at Sanctuary Wealth since 2021 and was previously with Merrill from 2007 to 2021. Sanctuary Advisors provides investment advisory and financial planning services to a diverse range of clients, including individuals, corporations, pension plans, trusts, and charitable organizations. The firm supports more than 400 independent investment adviser representatives who offer customized portfolio management, financial planning, and retirement consulting through a variety of managed account solutions and advisory strategies.

Kevin Moore is a CFP® with 22 years of industry experience, currently affiliated with Commonwealth Financial Network and I Financial since 2005. He is president and owner of Munford Moore, Inc., an entity created to process securities and insurance business. Moore also serves as a trustee of the I Financial 401(k) plan. Commonwealth Financial Network is a registered investment adviser that supports a national network of approximately 2,950 advisors and their clients by providing a range of advisory programs, technology, compliance, and practice-management services. The firm offers various discretionary and non-discretionary investment solutions, including proprietary model portfolios and customizable program structures.

Raymond Aguillon Jr. is a financial advisor at Independent Financial Partners with 27 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with firms including IFP Securities, LLC and LPL Financial. He is also involved with the Aguillon Golf Classic, an activity he has maintained since 1993. Independent Financial Partners is a nationwide advisory firm supporting a decentralized platform of approximately 261 advisors managing a broad range of clients, including individuals, charities, corporations, and high-net-worth investors. The firm offers investment advisory, financial planning, trust, and retirement-plan services, with a notable focus on retirement-plan advisory and pension consulting.

Taylor Knopf is a CFP®-credentialed financial advisor with Prime Capital Financial, bringing 10 years of industry experience. He has held roles at Private Client Services, Lawing Financial, and Cambridge Investment Research. Knopf serves on the advisory board of the Hill Country Pregnancy Care Center and owns a group health insurance business along with other non-investment-related ventures. 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, and family office offerings. The firm employs diversified investment strategies and provides consolidated reporting and tax services through affiliated subsidiaries.

Ryan Vogl is a CFP® professional with 12 years of industry experience, currently serving as a financial advisor at Creative Planning since 2018. Prior to joining Creative Planning, he worked at Horizon Advisors, LLC from 2014 to 2018. 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 client assets and offers a financial planning–led investment process that incorporates low-cost indexing, buy-and-hold strategies, and supplemental approaches such as direct indexing and tax-loss harvesting.

Oscar Hernandez Jr. is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 licenses and possessing eight years of industry experience. His prior roles include positions at PNC Investments, Citigroup, Victory Capital Advisers, Inc., and Citi. Outside of his advisory work, he is the owner of Coffee Bee, a non-investment-related business. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital platform for discretionary model accounts that employ algorithm-driven risk assessment and invest primarily in mutual funds and ETFs.

Jaden Butnaru is a financial advisor at Sanctuary Advisors, LLC with a Series 66 designation and two years of industry experience. Prior to joining Sanctuary Advisors, he worked at Charles Schwab & Co., Inc. and Mirau Capital Management, Inc. among other positions. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations through a large network of independent advisers. The firm supports a variety of portfolio management strategies and acts as a fiduciary under written agreements.

Bradley Tobler is a financial advisor with Centaurus Financial, Inc. in San Antonio, TX, holding Series 63 and Series 66 licenses and possessing 17 years of industry experience. Prior to joining Centaurus Financial in 2020, he worked at FSC Securities Corporation for 11 years. Tobler serves as a director of Wish For Our Heroes, a nonprofit supporting military families, dedicating significant time to building relationships with military commands. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers a range of financial planning and portfolio management options, combining discretionary and non-discretionary strategies with multiple analytical approaches.

Gloria Cisneros is a financial advisor at Sanctuary Advisors, LLC with a Series 65 designation and five years of industry experience. Her prior roles include positions at Broadway Wealth Solutions, Inc. and Broadway Bank. Sanctuary Advisors, LLC serves a diverse client base including individuals, corporations, pension plans, trusts, estates, and charitable organizations through a network of over 400 independent investment adviser representatives. The firm offers portfolio management, financial planning, and retirement plan consulting, utilizing a variety of analytical approaches and investment platforms.

John Grigsby Jr. is a CFP® professional with over 42 years of experience in financial advisory services. He has been with First Command Advisory Services since 2015 and has worked extensively with associated First Command entities since 1983. In addition to his advisory role, he owns Viking Financial Services LLC, through which he provides financial and administrative support. First Command Advisory Services, Inc. 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.

David Webb is a financial advisor with Eagle Strategies (NY Life) in San Antonio, TX, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. He has been associated with Eagle Strategies since 2012 and operates Atlas Retirement Strategies, LLC, focusing on offering New York Life products and services. Webb is also licensed to broker non-registered insurance products and maintains a property and casualty insurance license. Eagle Strategies serves a diverse client base, including individuals and institutions, providing financial planning, investment management, and retirement-plan advisory services. The firm delivers tailored advice through various programs and emphasizes non-discretionary asset management within an integrated New York Life affiliate structure.

Jonathan Klug is a Series 66 licensed financial advisor with 18 years of industry experience, currently serving at Sanctuary Advisors, LLC since 2021. He previously worked at Bank of America, N.A. and Merrill Lynch, each for over a decade. Outside of his advisory role, Klug serves on the boards of the UTSA Alumni Association and the Sunshine Cottage School for Deaf Children, participating in fundraising and finance committees. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, trusts, and charitable organizations, through a network of more than 400 independent adviser representatives. The firm offers a variety of portfolio management solutions and emphasizes a fiduciary approach under written advisory agreements.

Jesus Sifuentes is a financial advisor with Guardian Life and holds Series 63 and Series 65 licenses. He has six years of industry experience and has previously worked at firms including Park Avenue Securities, Dominion Capital LLC, and New York Life Insurance Company. Outside of his advisory role, he supervises a legal research and drafting team at Jimenez Wealth Legal Advisors PC. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a broker-dealer and SEC-registered investment adviser affiliated with The Guardian Life Insurance Company of America. The firm serves individuals, pension plans, charitable organizations, and corporate clients with a range of brokerage, financial planning, and advisory services.

Stacey Martinez is a financial advisor with TIAA-CREF in San Antonio, TX, holding Series 65 and Series 66 licenses and bringing 27 years of industry experience. She has been with TIAA and its affiliated entities since 2012. TIAA‑CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs primarily to individuals connected to employer retirement plans, as well as trusts, estates, and small retirement plans. The firm offers both point-in-time financial planning and ongoing portfolio management, using a mix of model and customized portfolios within a vertically integrated advisory structure.