Marilou Moursund is a CFA® charterholder with 23 years of industry experience. She is currently with Prime Capital Financial and has prior experience at CrossVault Capital Management and Harlandale Housing Corporation, where she holds executive roles in a family real estate business. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans. The firm offers a broad range of services including asset management, financial planning, retirement plan services, and family office offerings, employing diversified investment strategies and maintaining an affiliated tax advisory subsidiary.

Adrian Devoto is a financial advisor at Corient with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Intercontinental Wealth Advisors LLC and Intercontinental Asset Management Group Ltd. Outside of advisory work, he is a part owner of Debros Properties LLC, a real estate investment company in San Antonio. Corient provides investment advisory and financial planning services to individual and institutional clients using a goals-based, team investment approach that combines in-house strategies with third-party managers. The firm offers a range of services including portfolio management, financial planning, and specialized offerings through affiliates such as family office and corporate trustee services.

Alyssa Lueck is a financial advisor at Independent Financial Group, LLC with four years of industry experience. She holds a Series 66 designation and has previously worked at Cetera and Strategic Wealth Solutions. Outside of advisory work, she serves as a general partner at JACC Legacy Holdings LLC, a business entity focused on management and advisory services. Independent Financial Group is a large, integrated advisory and brokerage firm serving individuals, trusts, corporations, business owners, and plan sponsors. The firm offers a range of investment advisory programs and financial planning services, utilizing both in-house and third-party manager models through multiple platforms.

Yajaira Diaz Rocha is a financial advisor with Citigroup Global Markets, holding a Series 66 credential and bringing nine years of industry experience. She has worked with Citi since 2017 and has a background at Thrivent Financial and Thrivent Investment Management Inc. She is also an independent insurance agent specializing in Medicare and health insurance. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies and combines large institutional scale with unique market roles, including in-house research and derivatives services.

Jericho Talusan is a financial advisor at Citigroup Global Markets with seven years of industry experience. He holds the Series 66 designation and has worked at Citigroup since 2020, with prior experience at Morgan Stanley Private Bank. From 2015 to 2017, he was involved with the Boy Scouts of America Alamo Area Council. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment advisory programs and broker-dealer execution and custody services. The firm combines large institutional scale with unique market roles, including in-house research and swaps dealing, and provides customized discretionary solutions for high-net-worth relationships.

Rebecca Boyd is a financial advisor with Commonwealth Financial Network in San Antonio, TX, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. She previously worked at Frost Investment Services and Frost Brokerage Services before establishing Kin Wealth, LLC, a private entity facilitating securities, advisory, and insurance business. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs, wealth management, and retirement plan consulting services. The firm supports affiliated advisors with operations, trading, technology, investment management, compliance, and practice-management resources.

Angela Melchor is a financial advisor with PNC Wealth Management in San Antonio, TX, holding Series 63 and Series 65 licenses. She has 11 years of industry experience, including prior roles at BBVA Wealth Solutions, BBVA Compass Insurance Agency, BBVA Securities, and COMPASS Bank. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio solution for PNC employees that uses algorithm-driven risk assessment and third-party managed model strategies.

Paul Riskus is a CFP® with 28 years of experience in financial advising. He is currently with Schwab Wealth Advisory and has spent significant portions of his career at USAA Financial Advisors and related USAA entities. He holds the Series 63 license and is based in San Antonio, TX. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, using standard asset allocation models and Schwab research tools. The firm serves individual clients with financial reviews, retirement planning, and investment recommendations but does not manage client accounts on a discretionary basis.

Jehova Guerrero is a financial advisor with Citigroup Global Markets in San Antonio, TX, holding Series 63 and Series 66 credentials and bringing 10 years of industry experience. He has been with Citi since 2014. Outside of his advisory role, he is self-employed as a courier for an on-demand delivery service. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and execution services. The firm implements multi-asset, multi-manager strategies using internal standards and oversight committees, combining large institutional scale with specialized market roles and arrangements.

Michael Hurst is a financial advisor at Citigroup Global Markets with 22 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Citigroup since 2018, with prior experience at Merrill from 2016 to 2018. Outside of his advisory role, he manages a rental property in Aurora, Illinois. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies and maintains unique market roles, including in-house research and derivatives services, supporting complex and large-scale client relationships.

Charles Lutz IV is a financial advisor at OSAIC Institutions, Inc. with 26 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked for CUSO Financial Services, LP and Credit Human Federal Credit Union for over two decades. He serves as a trustee for First Presbyterian Church in San Antonio, where he is involved in risk assessment and property transactions on a volunteer basis. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans with a range of advisory and brokerage services. The firm offers customized financial planning, ERISA plan services, access to alternative investments, and lending and cash-management options, with a notable emphasis on non-discretionary assets and a dual broker-dealer/adviser structure.

Londa Willems is a financial advisor at Rockefeller Financial LLC with 26 years of industry experience. She holds a Series 63 designation and previously worked at UBS Financial Services for 33 years before joining Rockefeller Financial in 2021. Outside of her advisory role, she is a managing member of a limited liability company established to purchase a building for her husband's company. Rockefeller Financial LLC serves ultra-high and high-net-worth individuals, families, family offices, charities, corporations, and retirement plans, offering wealth management, financial planning, portfolio management, and retirement plan consulting. The firm integrates wealth, trust, and insurance services through the Rockefeller Global Family Office platform and is noted for its institutional ownership structure and role as a placement agent for private funds.

Benjamin Farmer is a financial advisor with Eagle Strategies (NY Life) in San Antonio, TX, holding a Series 66 designation and two years of industry experience. Prior to joining Eagle Strategies, he worked at Edward Jones for two years. His background also includes roles in media and political organizations. Eagle Strategies serves a diverse client base of individual and institutional investors, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types tailored to client objectives and is notable for managing the majority of its assets on a non-discretionary basis.

Abiola Adetunji is a financial advisor at Citigroup Global Markets with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Citigroup since 2018. His prior experience includes roles at Merrill and the New Mexico Financial Institutions Division. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs. The firm combines large institutional scale with unique market roles, including in-house research, swap dealer functions, and bespoke solutions for high-net-worth clients.

Victoria Martinez is a CFP® professional with six years of industry experience, currently with Commonwealth Financial Network. Her prior experience includes roles at LPL Financial, Cetera Investment Services, Frost Brokerage Services, Goldman Sachs & Co LLC, and The Ayco Company, L.P./Mercer Allied. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of approximately 2,900 advisors. The firm offers a broad adviser-support platform with various managed-account programs, third-party asset manager access, and custody services, managing roughly $212.7 billion in client assets.

Bruce Swearingen is a financial advisor with Principal Financial Services based in San Antonio, TX. He holds Series 63 and Series 65 licenses and has 17 years of industry experience. Prior to his current role, he has worked with Principal Securities Inc. since 2016 and Principal Life Insurance Company since 2008. In addition to his advisory work, he sells individual Medicare and health insurance as well as various life and disability insurance products. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and military personnel abroad. The firm offers direct advisory programs, financial planning, retirement consulting, and access to third-party money manager solutions through advisory and promoter arrangements.

Ruth Torres is a financial advisor at Lincoln Investment in San Antonio, TX, holding a Series 66 designation with eight years of industry experience. Her prior work history includes roles at Bank of America, Merrill, and ONE Advisory Partners, LLC. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers financial planning, retirement plan advice, and various investment programs managed by an internal Investment Management & Research team using both strategic and tactical approaches.

Daniel Aranda is a financial advisor with Eagle Strategies (NY Life) based in San Antonio, TX. He holds the Series 63 and Series 65 designations and has 13 years of industry experience, including his time with New York Life and Nylife Securities LLC. Outside of his advisory role, he is involved in a small business selling puppies. Eagle Strategies serves a diverse range of individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages a significant portion of assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Collin Fabac is a financial advisor at Commonwealth Financial Network with nine years of industry experience. His prior roles include positions at Kin Wealth, Frost Investment Services, Frost Brokerage Services, and Axa Advisors. He holds Series 63 and Series 66 designations. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of nearly 2,900 affiliated advisors and a broad client base. The firm provides a comprehensive adviser-support platform, including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Eric Young is a Series 66-licensed financial advisor with First Command Advisory Services in San Antonio, TX, bringing eight years of industry experience. Prior to his advisory career, he served 31 years in the U.S. Navy. First Command Advisory Services 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 using model portfolios and third-party managers selected by an internal Investment Management Team.