Jennifer Larsen is a CFP® and ChFC® with nine years of industry experience, currently serving as a financial advisor at Hornor, Townsend & Kent, LLC. Her prior experience includes roles at Wohlstand Wealth Strategies, Eagle Strategies (NY Life), NYLIFE Securities LLC, and New York Life Insurance Co. In addition to her advisory work, Larsen is a consultant in tax mitigation and management and owns a business managing bookkeeping for insurance commissions. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a network of advisors, offering financial planning, retirement plan consulting, and advisory programs. The firm operates as both an SEC-registered adviser and FINRA-member broker-dealer, providing custody, execution, and brokerage services alongside investment advice.

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.

Rachell Roach is a financial advisor with Eagle Strategies (NY Life) based in San Antonio, TX. She holds the Series 65 and Series 63 licenses and has four years of industry experience. Prior to her financial services career, she served in the United States Air Force for 24 years. Roach volunteers as a poll worker in Comal County, assisting with voter registration and election procedures. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages a substantial portion of assets on a non-discretionary basis within an integrated New York Life affiliate structure.

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.

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.

Donald Borawski is a financial advisor with Eagle Strategies (NY Life) based in San Antonio, TX. He holds Series 63 and Series 65 credentials and has 23 years of industry experience. He has been with Eagle Strategies since 2008 and affiliated with New York Life and Nylife Securities since the early 2000s. Outside of his advisory role, he offers pickleball coaching, providing group and individual lessons. Eagle Strategies serves a diverse client base including individual investors, defined contribution and defined benefit plans, as well as charitable and corporate clients. The firm provides financial planning, investment management, and retirement-plan advisory services through a network of affiliated representatives, emphasizing tailored recommendations and primarily managing assets on a non-discretionary basis.

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.

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.

Jack Rebolledo is a financial advisor with Eagle Strategies (NY Life) in San Antonio, TX, holding Series 63 and Series 66 licenses and five years of industry experience. Prior to joining Eagle Strategies, he served 23 years in the United States Army and has experience with the US Department of Defense. He is a board member of the Reel Warrior Foundation, a nonprofit that connects military veterans through fishing and hunting events and provides resources to veterans. Eagle Strategies serves a broad mix of individual and institutional clients, offering financial planning, investment management, and retirement-plan advisory services. The firm provides tailored recommendations through multiple program types and manages the vast majority of its regulatory assets on a non-discretionary basis.

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.

Luke Knighten is a financial advisor with Eagle Strategies (New York Life) based in San Antonio, TX, holding Series 65 and Series 63 licenses with 13 years of industry experience. He has been affiliated with New York Life and its associated entities since 2013. Outside of his advisory role, he serves as president of North American Hunters for Heroes, a nonprofit organization supporting U.S. veterans through outdoor activities, and is an ordained minister performing marriage ceremonies. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base including individuals and institutions. The firm delivers tailored advice through multiple program types and operates primarily on a non-discretionary asset management model within an integrated New York Life affiliate structure.

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.