John Wheat is a financial advisor with Eagle Strategies (NY Life) in San Antonio, TX, holding Series 63 and Series 66 licenses. He has two years of industry experience, including prior roles at NYLIFE Securities LLC and New York Life Insurance Company. Outside of his advisory work, Wheat serves as a board member for Belle Oaks Ranch Property Owners Association, overseeing community maintenance. Eagle Strategies serves a diverse client base including individual investors and institutional plans, providing financial planning, investment management, and retirement-plan advisory services. The firm delivers tailored advice through multiple program types and manages most assets on a non-discretionary basis.

Alberto Villarreal is a financial advisor with VOYA Financial Advisors, Inc., holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has been with VOYA since 2014 and has a background in life insurance dating back to 2001. Outside of his advisory role, he serves as a notary public and operates as an independent insurance agent. VOYA Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer firm that provides financial planning and portfolio management services to individuals, pension plans, charitable organizations, and corporate clients. The firm uses investment policy statements and model allocations supported by both in-house and third-party strategies, delivering services through a large network of advisors and a broad product shelf including affiliated and unaffiliated investment options.

Jeffrey Glenn is a financial advisor with PNC Wealth Management in San Antonio, TX, holding Series 63 and Series 65 licenses and 26 years of industry experience. Prior to joining PNC Investments in 2021, he worked at several BBVA entities from 2003 to 2021. Outside of finance, he operates Executive Landscaping, a business he has owned since 2002. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio strategist for employees that uses algorithm-driven risk assessments and investment via mutual funds and ETFs managed by PNC or third parties.

Sylvia Hydrick is a financial advisor at Rockefeller Financial LLC with 31 years of industry experience. She holds a Series 63 credential and previously worked at Merrill for 32 years before joining Rockefeller Financial in 2021. Outside of her advisory role, she is a member of Danke Oma LLC, a family-held business based in San Antonio. 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 provides portfolio management, financial planning, and consulting services within a Private Advisor model and operates as both an investment adviser and a registered broker-dealer, offering a broad range of investment solutions across equities, fixed income, and alternatives.

Joshua Lerma is a financial advisor at Hornor, Townsend & Kent, LLC with six years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Eagle Strategies, NYLIFE Securities LLC, and New York Life Insurance Co. In addition to his advisory role, Lerma is involved in insurance brokerage activities under the names 1847Financial and Affluent Wealth Strategies. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a comprehensive advisory platform that includes third-party asset manager relationships and both discretionary and non-discretionary account options. The firm operates as both an SEC-registered adviser and FINRA-member broker-dealer, offering custody, execution, brokerage, and financial planning services.

Estela Sotelo is a Series 66-credentialed financial advisor with 24 years of industry experience. She is currently with PNC Wealth Management and has previously worked at BBVA Wealth Solutions, BBVA Securities, BBVA Compass Insurance Agency, and COMPASS Bank. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only, digital discretionary account pilot that uses algorithm-driven risk assessment and approved model strategies managed by PNC or third-party strategists.

Joshua Amparan is a financial advisor with Eagle Strategies (NY Life) in San Antonio, TX, holding Series 63 and Series 65 licenses with five years of industry experience. His prior work includes roles at New York Life Insurance Company and NY Life Securities LLC, as well as experience in the beverage distribution and brewing industry. Outside of his advisory practice, Amparan volunteers with the UTSA Alumni Association, produces the "Birds Up Podcast," and serves as an officer in local organizations including the Metro San Antonio Chamber of Commerce and the Institute for Leadership in Capital Projects. Eagle Strategies serves a diverse client base including individual investors, retirement plans, and institutional clients, offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Julian Ortega III is a financial advisor at Transamerica Financial Advisors with 32 years of industry experience. He holds the Series 63 and Series 66 credentials and has worked at firms including USAA, LPL Financial LLC, and Wells Fargo Clearing Services. Transamerica Financial Advisors serves a diverse clientele that includes individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers advisory and broker-dealer services through proprietary and third-party model portfolios, with both discretionary and non-discretionary program options.

John Hennessy is a financial advisor at Corient with 38 years of industry experience. He holds a Series 63 designation and has worked previously at Intercontinental Wealth Advisors LLC and Intercontinental Asset Management Group Ltd. since 2007 before joining Corient in 2023. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, pension plans, charitable organizations, and corporations. The firm employs a goals-based, team investment approach that integrates in-house strategies with third-party manager solutions and utilizes risk management tools and alternative investments where appropriate.

Charles Lutz III is a financial advisor at Corient with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Intercontinental Wealth Advisors LLC and Intercontinental Asset Management Group Ltd. Since 2005, he has served on the Board of Directors for Mission Pharmacal Company, a drug manufacturing company based in San Antonio, Texas. Corient provides investment advisory and financial planning services to a diverse client base that includes individuals, high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporations. The firm employs a goals-based, team investment approach incorporating in-house strategies, third-party managers, and customized asset allocation while utilizing risk management tools and alternative investments.

Michael Nance is a CFA® charterholder and financial advisor with two years of industry experience. He is currently with Luther King Capital Management Corporation and has prior experience at Bank of America Private Bank and Catholic Life Insurance. Luther King Capital Management Corporation advises a diverse client base including individuals, trusts, foundations, pension plans, government entities, and registered investment companies. The firm offers separately managed portfolios, sub-advisory and model portfolio services, and serves as investment adviser to the LKCM Funds, using a fundamental, bottom-up investment approach across equity, fixed income, and balanced strategies.

Taylor Gill is a financial advisor at Savant Wealth Management in San Antonio, TX, holding a Series 65 designation with six years of industry experience. His prior roles include positions at Exencial Wealth Advisors, Alliance Bernstein, and Sawtelle Financial Management. Savant Wealth Management provides comprehensive wealth management and financial planning services to individuals, families, pension plans, charitable organizations, corporations, and high-net-worth clients. The firm combines evidence-based, model-driven asset allocation with actively managed strategies and offers affiliated accounting, legal, and trust services.

Ryan Van Emmerik is a CFP®-certified financial advisor with 11 years of industry experience. He is currently affiliated with Schwab Wealth Advisory Inc., where he has worked since 2021. His prior experience includes roles at USAA Financial Advisors and USAA Investment Management Company. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program, utilizing Charles Schwab & Co.’s asset-allocation models and internal research tools to tailor recommendations based on clients’ goals and risk tolerance.

Franklin Gould is a financial advisor with Empower Advisory Group in San Antonio, TX, holding Series 63 and Series 65 credentials and 18 years of industry experience. His prior roles include positions at Advised Assets Group, LLC, GWFS Equities, Inc., and Pentegra Retirement Services. He is co-owner of Botanical Pug, a retail business selling CBD and essential oils. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to IRA and retail brokerage clients, utilizing an integrated model tied to Empower’s recordkeeping and administrative platforms.

Deryck Woods II is a financial advisor at D.A. Davidson & Co. with two years of industry experience and holds a Series 66 designation. Prior to joining D.A. Davidson, he worked at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individuals, charitable organizations, and corporate clients. The firm emphasizes fiduciary standards and offers a range of services such as ERISA retirement plan advisory, financial planning, and a Private Wealth program for high-net-worth clients.

Alexandra Almendarez is a financial advisor at Commonwealth Financial Network with two years of industry experience. She holds a Series 66 designation and has worked previously at Equitable Advisors and Robert Half. Almendarez also engages in fixed insurance sales as part of her professional activities. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing over $212 billion in client assets. The firm provides a broad adviser-support platform that includes managed-account programs, access to third-party asset managers, and custody and clearing services.

Aaron Holder is a CFP® with 16 years of industry experience, currently affiliated with GWN Securities Inc. in San Antonio, TX, where he has worked since 2016. He also holds insurance licenses and offers life, health, and fixed annuity insurance aligned with clients' financial goals. GWN Securities provides investment advisory and related services to individual and corporate clients through various managed account programs and financial planning offerings. The firm combines discretionary portfolio management with model-based allocations and permits representatives to select or replace sub-advisers, employing both traditional and tactical trading strategies.

Mark Menendez is a financial advisor with PNC Wealth Management, holding Series 63 and Series 66 credentials and bringing 20 years of industry experience. His prior roles include positions at BBVA Compass Insurance Agency, Bbva Wealth Solutions, Bbva Securities, and COMPASS Bank, all between 2014 and 2021. Outside of his advisory work, he is the owner of Prestige Worldwide Development LLC. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an online, discretionary model account available by invitation to employees. The firm employs algorithm-driven risk assessments to guide investment strategy and utilizes third-party managers for portfolio execution and proxy voting.

Ryan Faulkner is a financial advisor with Eagle Strategies (NY Life) based in San Antonio, TX, holding Series 63 and Series 66 licenses. He has 14 years of industry experience, including roles at Eagle Strategies since 2019, Nylife Securities LLC since 2012, and New York Life Insurance since 2011. Eagle Strategies serves a diverse client base including individual investors, defined contribution and defined benefit plans, charitable, and corporate clients. The firm provides financial planning, investment management, and retirement-plan advisory services through a broad network of affiliated advisers, emphasizing tailored solutions and primarily managing assets on a non-discretionary basis.

Patricia Lawyer is a financial advisor at Rockefeller Financial LLC with 30 years of industry experience. She holds Series 63 and Series 65 licenses and has held positions at Bank of America, N.A. and Merrill prior to 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 discretionary and non-discretionary portfolio management, financial planning, and consulting, and operates as a registered broker-dealer providing securities transactions, variable insurance products, and investment banking services.