Christina Rodriguez is a financial advisor at Empower Advisory Group with 13 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Citigroup, Progressive Insurance, Victory Capital Advisers, and J.P. Morgan Securities. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and certain 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.

John Cervantes is a CFA® charterholder with 17 years of industry experience. He currently serves at Prime Capital Financial and has prior experience at Bank of America, Merrill, and Texas Capital Bank. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans with services including asset management, financial planning, and qualified retirement plan sponsor and trustee services. The firm employs a variety of investment strategies and offers family office services alongside an affiliated accounting subsidiary providing tax planning and financial administration.

Kelly Card is a financial advisor with VOYA Financial Advisors, Inc. in San Antonio, TX, holding a Series 63 designation and 43 years of industry experience. She has been with VOYA Financial Advisors since 2014. Outside of her advisory role, Kelly operates as an independent insurance agent and serves as power of attorney for her parents, overseeing their medical and financial matters. VOYA Financial Advisors, Inc. serves a broad range of individual and institutional clients, offering services such as financial planning, portfolio management, and plan-sponsor consulting. The firm emphasizes recommendation-based advice, primarily through non-discretionary arrangements, and operates both as an SEC-registered investment adviser and a broker-dealer.

Kristin Carlton is a CFP® with 16 years of industry experience, currently serving as a financial advisor at Savant Wealth Management. Prior to joining Savant in 2026, she spent a combined ten years at Exencial Wealth Advisors, where she remains an equity partner. She serves on the board of the San Antonio Estate Planner Council in an unpaid role. Savant Wealth Management provides comprehensive wealth management, financial planning, and related services to individuals, families, institutions, and high-net-worth clients. The firm combines evidence-based asset allocation with actively managed strategies and maintains integrated accounting, legal, and trust services through affiliated entities.

Sean Collins is a financial advisor with Creative Planning in San Antonio, TX, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His prior roles include positions at USAA Financial Planning Services and USAA Investment Services Company. 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 assets and employs a financial planning–led investment process emphasizing low-cost indexing and buy-and-hold strategies, supplemented by specialized approaches such as direct indexing and tax-loss harvesting.

Fernanda Novaes is a financial advisor at Corient in San Antonio, TX, holding Series 63 and Series 66 designations with 20 years of industry experience. She previously worked at Intercontinental Wealth Advisors LLC and Intercontinental Asset Management Group, Ltd. from 2012 to 2023. Corient provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach combining in-house strategies with third-party managers and incorporates risk management tools, alternative investments, and private fund allocations as appropriate.

David Conrady is a financial advisor with First Command Advisory Services in San Antonio, TX, holding Series 65 and Series 63 licenses and bringing three years of industry experience. Prior to his advisory career, he served 24 years in the United States Navy. He is also the owner of Cielo Ridge Financial Services, an independent financial services LLC. 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 a range of wrap-fee asset management programs managed through a centralized Investment Management Team.

John Kauth III is a financial advisor at Corient with 39 years of industry experience. He holds a Series 63 designation and has worked in various capacities including over two decades at Intercontinental Wealth Advisors LLC before 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 employs a goals-based, team approach to portfolio management, integrating proprietary strategies with third-party manager solutions and advanced risk management tools.

Gerardo Ramirez Jr. is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 credentials and 16 years of industry experience. He previously worked at Eagle Strategies and New York Life Insurance Company. Outside of his advisory role, Ramirez is the owner of Burke Material Handling LLC, a heavy machinery company, where he occasionally provides sales training. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a broker-dealer and SEC-registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers a range of brokerage services, financial planning, retirement plan consulting, and investment advisory programs that include both proprietary and third-party models.

Raymond Frueboes is a CFP® professional with 10 years of experience in the financial industry. He currently works at Sequoia Financial Group, L.L.C. and has previously held positions at TIAA, Citigroup Global Markets, Charles Schwab, and Fidelity Brokerage Services. Sequoia Financial Advisors, LLC provides wealth planning, investment management, retirement-plan advisory, and consulting services to a diverse clientele, including individuals, family offices, corporations, and charitable organizations. The firm uses a combination of model portfolios and custom solutions overseen by an Investment Policy Committee and employs a variety of investment vehicles such as mutual funds, ETFs, individual securities, and private investments.

Leslie Nettles Zamora is a financial advisor with Sequoia Financial Group, L.L.C. in San Antonio, TX, holding Series 63 and Series 66 credentials and bringing nine years of industry experience. Prior to joining Sequoia in 2025, she worked for six years at Raymond James & Associates Inc. Her background also includes roles in education within the Comal and North East Independent School Districts. 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 employs a mix of in-house model portfolios, custom accounts, and third-party manager selection, supported by an Investment Policy Committee and extensive research resources.

Pamela Wise is a financial advisor with Guardian Life and holds a Series 66 credential. She has 18 years of industry experience, including roles at Park Avenue Securities and Farmers Insurance. Outside of financial services, she owns Pam's Saucy Spoon, a business specializing in baked goods and pre-made meals. Park Avenue Securities LLC, operating as Park Avenue Wealth Management, is a broker-dealer and SEC-registered investment adviser serving individuals, pension plans, charitable organizations, and corporate clients. The firm offers brokerage services, financial planning, retirement consulting, and investment advisory programs, utilizing both proprietary and third-party model portfolios.

Karen Twitty is a Series 66-licensed financial advisor with First Command Advisory Services in San Antonio, TX, bringing five years of industry experience. Prior to joining First Command, she worked with the Department of Defense Education Activity and in educational roles. She is also a member of Twitty and Associates, a non-investment-related business. First Command Advisory Services provides financial planning and wrap-fee asset management programs primarily serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm employs a centralized investment management team and offers a range of model portfolios utilizing mutual funds, ETFs, and third-party managers.

Shane Pfeffer is a financial advisor with VOYA Financial Advisors, Inc., holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has been with VOYA since 2014. Outside of his advisory role, he owns and manages cattle sales through Shane Pfeffer Farms. VOYA Financial Advisors serves a diverse client base including individuals, institutional clients, retirement plan sponsors, and high-net-worth individuals. The firm offers financial planning, portfolio management, and plan-sponsor consulting, delivering advice primarily through non-discretionary and wrap program structures.

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.

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.

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.

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.

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.