Ili Mansfield is a financial advisor at First Command Advisory Services with three years of industry experience. Mansfield holds the Series 66 designation and has worked within various entities of First Command since 2022. Prior to entering the financial services industry, Mansfield had roles in hospitality and early childhood education. 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 by a centralized Investment Management Team and Wealth Portfolio Managers using a structured model portfolio approach.

Morgan Taylor is a Series 65-licensed financial advisor with Mariner in Plano, TX, with four years of industry experience. Prior to joining Mariner, Taylor spent time at Texas A&M University. Mariner serves a diverse client base including individuals, pensions, trusts, and corporations, offering investment management, financial planning, retirement plan consulting, and integrated tax and family office services. The firm employs customized portfolios managed by an Investment Committee and combines in-house research with third-party managers across a range of asset classes and strategies.

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.

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.

Jeffrey Higgins is a Certified Financial Planner™ with 34 years of industry experience. He is affiliated with Independent Financial Partners and has previously worked with LPL Financial. Higgins maintains contracts with fixed insurance carriers for products including health, disability, and fixed annuities. Independent Financial Partners serves a nationwide network of independent Investment Adviser Representatives, managing over $12.5 billion in assets. The firm offers customizable investment strategies and notable retirement-plan advisory and pension consulting services.

Andrew Wilson is a financial advisor with Bankers Life Advisory Services, Inc., holding Series 63 and Series 66 credentials and 19 years of industry experience. He has worked with Bankers Life Securities, Inc. since 2016 and has been involved with Bankers Life & Casualty since 1999, where he serves as an insurance agent and unit sales manager. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan consulting. The firm employs a combination of fundamental, technical, and cyclical analysis to create tailored portfolios aligned with clients’ goals, risk tolerances, and time horizons.

David Balk is a financial advisor at Steward Partners Investment Advisory, LLC with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has been affiliated with various Steward Partners entities since 2009. Outside of his advisory role, he is a partner in a real estate business in Eugene, Oregon, where he acts as communication liaison between partners and the management firm. Steward Partners Investment Advisory, LLC is an SEC-registered, enterprise-scale RIA managing approximately $36.7 billion in assets. The firm serves individuals, pension plans, corporations, trusts, estates, and charitable organizations, offering a range of investment advisory and financial planning services through discretionary and non-discretionary portfolio management and third-party manager selection.

Susan Graybeal is a financial advisor at Sanctuary Advisors, LLC with 37 years of industry experience. She holds Series 63 and Series 65 designations and has been with Merrill since 2009. 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. The firm supports more than 400 independent investment adviser representatives and offers a range of portfolio management options, financial planning, and retirement plan consulting services.

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.

Juan Amador is a financial advisor at PNC Wealth Management in San Antonio, TX, with nine years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Citigroup and Insigneo Advisory Services. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio solution that employs algorithmic risk assessment and utilizes mutual funds and ETFs managed by PNC or third-party strategists.

Richard Gleason is a financial advisor at Prime Capital Financial with 14 years of industry experience. He holds a Series 66 designation and has worked previously at Wells Fargo and Private Client Services. Outside of his advisory role, Gleason is a principal and one-third owner of Forge Business Brokerage Co. and serves as a board member of The 100 Club of Kendall County. 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 family office offerings. The firm employs a mix of core/satellite, thematic, and tactical strategies and provides tax planning and consolidated reporting through affiliated subsidiaries.

Jacob Nuno is a CFP®-designated financial advisor with Commonwealth Financial Network, based in San Antonio, TX, and has 12 years of industry experience. He has been with Commonwealth and I*FINANCIAL since 2013. Outside of his advisory role, he operates a tax planning and preparation service, iFile Tax Planning and Preparation Services, where he provides tax preparation, planning, IRS representation, and business valuation services. Commonwealth Financial Network is a national registered investment adviser supporting approximately 2,950 advisors with a range of advisory programs, including custom and model portfolios. The firm offers comprehensive operational, trading, compliance, and practice-management support, enabling advisors to construct client portfolios across various securities and insurance products.

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.

Samuel Grusendorf is a financial advisor at Commonwealth Financial Network with two years of industry experience. He holds a Series 66 credential and has worked at Commonwealth and I*FINANCIAL since 2021. Prior to his advisory roles, he was employed at Texas Tech University, Plains Bearing, Walmart, and Smithson Valley High School. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, offering a variety of advisory programs and services including wealth management and retirement plan consulting. The firm provides operations, trading, compliance, and practice-management support while allowing advisors discretion in portfolio construction.

Bradley Johnson is a CFP® with 21 years of industry experience and is currently with Sanctuary Advisors, LLC in San Antonio, TX. He has prior experience at Bank of America, N.A. and Merrill Lynch, and has been associated with Frost National Bank since 2007. Johnson serves on the advisory board of The Fishing Invitational, a nonprofit organization that hosts an annual fishing tournament to support pediatric cancer research through the University Health Systems Foundation. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, trusts, estates, and charitable organizations. The firm supports a network of over 400 independent investment adviser representatives who offer portfolio management, financial planning, and retirement plan consulting, utilizing a variety of investment approaches and account management options.

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.

Joshua Tanner is a financial advisor at TIAA-CREF with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Charles Schwab, Vanguard Advisers, and in marketing roles. Outside of finance, he has operated a small local business selling garden plant starters. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals and entities, often those with prior employer retirement plan relationships. The firm offers both point-in-time planning and ongoing portfolio management through model and customized portfolios, acting as adviser to a donor-advised fund and operating within a vertically integrated group that uses affiliated funds.

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.

Courtney Turnage is a financial advisor with GWN Securities Inc. in Garden Ridge, TX, holding Series 63 and Series 65 credentials and with 20 years of industry experience. She has been with GWN Securities since 2014 and has been self-employed since 2004. Turnage is also the owner of Turnage Wealth Management, LLC, an investment planning firm, and serves as chapter president and speaker for the Society for Financial Awareness, a nonprofit focused on financial education. GWN Securities provides investment advisory and related services to individual and corporate clients through various managed account programs and financial planning services. The firm employs a mix of sub-advisers and model-based allocations grounded in asset allocation and Modern Portfolio Theory, and is known for its use of market-timing and momentum-based strategies in legacy programs.

Joseph Schuetze is a financial advisor at Sanctuary Advisors, LLC with 24 years of industry experience. He holds a Series 66 designation and has previously worked at PAX Financial Group, LLC and Financial LLC (formerly LINSCO/Private Ledger). Sanctuary Advisors, LLC provides investment advisory and financial planning services to a broad range of clients, including individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm supports over 400 independent investment adviser representatives and offers portfolio management, retirement plan consulting, and access to various investment strategies through discretionary or non-discretionary account management.