Brann Calvetti is a Series 66-licensed financial advisor with First Command Advisory Services, bringing seven years of industry experience. His background includes roles within multiple First Command entities since 2018 and service with the United States Department of Defense dating back to 2014. Outside of his advisory work, he serves as Treasurer on the Church Council of King of Kings Lutheran Church, managing financial oversight and accountability. First Command Advisory Services, Inc. is an SEC-registered investment adviser focused on individuals, corporate, and charitable clients, with particular attention to active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, delivering investment management through a centralized team that selects portfolios and managers from prescreened lists.

Raymond Aguillon Jr. is a financial advisor at Independent Financial Partners with 27 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with firms including IFP Securities, LLC and LPL Financial. He is also involved with the Aguillon Golf Classic, an activity he has maintained since 1993. Independent Financial Partners is a nationwide advisory firm supporting a decentralized platform of approximately 261 advisors managing a broad range of clients, including individuals, charities, corporations, and high-net-worth investors. The firm offers investment advisory, financial planning, trust, and retirement-plan services, with a notable focus on retirement-plan advisory and pension consulting.

Mark Swindell is a financial advisor with First Command Advisory Services in San Antonio, TX. He holds the Series 66 designation and has 12 years of industry experience. His work history includes roles at First Command Financial Planning, Inc., First Command Advisory Services, and First Command Insurance Services, Inc., where he has been employed since 2013. First Command Advisory Services, Inc. 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 multiple wrap-fee asset management programs utilizing model portfolios and third-party managers selected by an internal Investment Management Team.

Bradley Tobler is a financial advisor with Centaurus Financial, Inc. in San Antonio, TX, holding Series 63 and Series 66 licenses and possessing 17 years of industry experience. Prior to joining Centaurus Financial in 2020, he worked at FSC Securities Corporation for 11 years. Tobler serves as a director of Wish For Our Heroes, a nonprofit supporting military families, dedicating significant time to building relationships with military commands. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers a range of financial planning and portfolio management options, combining discretionary and non-discretionary strategies with multiple analytical approaches.

Gloria Cisneros is a financial advisor at Sanctuary Advisors, LLC with a Series 65 designation and five years of industry experience. Her prior roles include positions at Broadway Wealth Solutions, Inc. and Broadway Bank. Sanctuary Advisors, LLC serves a diverse client base including individuals, corporations, pension plans, trusts, estates, and charitable organizations through a network of over 400 independent investment adviser representatives. The firm offers portfolio management, financial planning, and retirement plan consulting, utilizing a variety of analytical approaches and investment platforms.

John Grigsby Jr. is a CFP® professional with over 43 years of experience in financial services. He is currently an advisor at First Command Advisory Services, where he has worked since 2015, following a long tenure at affiliated firms starting in 1983. He is also the owner of Viking Financial Services LLC, providing financial services and administrative support. First Command Advisory Services, Inc. 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 various wrap-fee asset management programs, utilizing a centralized Investment Management Team and Wealth Portfolio Managers to manage model portfolios and select third-party managers.

David Webb is a financial advisor with Eagle Strategies (NY Life) based in San Antonio, TX, holding Series 63 and Series 66 licenses and 19 years of industry experience. He has been affiliated with Eagle Strategies since 2012 and operates Atlas Retirement Strategies, LLC, through which he sells New York Life products and services. Webb is also licensed to broker non-registered insurance products and retains a property and casualty insurance license. Eagle Strategies serves a diverse client base including individual investors, retirement plans, and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple advisory programs and emphasizes tailored recommendations, with the majority of assets managed on a non-discretionary basis.

Coley Bellamy is a financial advisor with Eagle Strategies (NY Life) based in San Antonio, TX, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. He has been with Eagle Strategies since 2021 and has worked with NYLife Securities LLC and New York Life Insurance Company since 2013. Eagle Strategies serves a diverse client base including individual investors and institutional plans, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and provides a range of advisory programs, with the majority of assets managed on a non-discretionary basis.

Jonathan Klug is a Series 66 licensed financial advisor with 18 years of industry experience, currently serving at Sanctuary Advisors, LLC since 2021. He previously worked at Bank of America, N.A. and Merrill Lynch, each for over a decade. Outside of his advisory role, Klug serves on the boards of the UTSA Alumni Association and the Sunshine Cottage School for Deaf Children, participating in fundraising and finance committees. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, trusts, and charitable organizations, through a network of more than 400 independent adviser representatives. The firm offers a variety of portfolio management solutions and emphasizes a fiduciary approach under written advisory agreements.

Wesley Mlcak is a CFP® professional with 22 years of industry experience, currently serving at First Command Advisory Services since 2015. He has worked within the First Command organization since 2007, covering advisory and insurance roles. Wesley established an LLC for tax reporting purposes but does not engage in business activities outside of his primary role. First Command Advisory Services is an SEC-registered investment adviser that serves individuals, corporate, and charitable clients, with a longstanding focus on active-duty service members and their families. The firm offers comprehensive financial planning and multiple wrap-fee asset management programs, implemented through a centralized Investment Management Team and Wealth Portfolio Managers who select model portfolios and approved third-party managers.

Jesus Sifuentes is a financial advisor with Guardian Life and holds Series 63 and Series 65 credentials. He has seven years of industry experience and has worked at firms including Park Avenue Securities, Dominion Capital LLC, and New York Life Insurance. In addition to his advisory role, he supervises a legal research team at Jimenez Wealth Legal Advisors PC. Guardian Life’s subsidiary, Park Avenue Securities, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm combines advisor-led discretionary management with model-based strategies and offers a range of financial planning and consulting services tailored to client needs.

Stacey Martinez is a financial advisor with TIAA-CREF in San Antonio, TX, holding Series 65 and Series 66 licenses and bringing 27 years of industry experience. She has been with TIAA and its affiliated entities since 2012. TIAA‑CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs primarily to individuals connected to employer retirement plans, as well as trusts, estates, and small retirement plans. The firm offers both point-in-time financial planning and ongoing portfolio management, using a mix of model and customized portfolios within a vertically integrated advisory structure.

Sidney Frith is a financial advisor at First Command Advisory Services with a Series 66 designation and four years of industry experience. Prior to joining First Command, he served in the U.S. Air Force for 20 years. Frith is also the owner of S J Wealth, LLC, a business formed to support his role as an advisor. 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 an internal Investment Management Team and Wealth Portfolio Managers.

Matthew Donaghue is a CFP® professional with over 22 years of experience in the financial services industry. He is currently with Kestra Advisory Services, LLC, where he has worked since 2023, and previously held roles at Cetera and Foresters Financial Services. Outside of his advisory work, he is a managing member and agent of an insurance agency specializing in fixed life, health, disability, long-term care, and annuity products, and serves as an instructor for CLTC training courses. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual investors. The firm offers services such as fiduciary consulting, plan design, employee education, and utilizes multiple management platforms, serving clients ranging from retirement plans to sovereign wealth funds.

Frank Romero Jr. is a CFP® with 21 years of industry experience, currently serving at Focus Advisor Solutions, LLC since 2018. He previously worked at Loring Ward Securities Inc. from 2005 to 2018. In addition to his advisory role, he owns a western apparel business in New Braunfels, TX. Focus Advisor Solutions provides turnkey asset management and back-office services primarily to independent registered investment advisors and their clients. The firm offers model portfolios, fixed-income sub-advisory, and retirement plan management, combining enterprise scale with a focused advisor base.

Christine Pilgrim is a financial advisor at Eagle Strategies (New York Life) with seven years of industry experience. She holds a Series 66 designation and has worked with New York Life Insurance Company since 1998. Outside of her advisory role, she is the owner and author of a religious and spiritual book scheduled for publication in 2025. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types tailored to client objectives, with the majority of assets managed on a non-discretionary basis within an integrated New York Life affiliate structure.

Hannah McArthur is a financial advisor at First Command Advisory Services with 10 years of industry experience. She holds a Series 66 designation and has been affiliated with First Command Insurance Services and First Command Advisor Services since 2016. Outside of advisory work, she owns and manages several real estate rental business entities and recently acquired a tax preparation business. 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, utilizing a centralized investment management team to select and monitor model portfolios and third-party managers.

Gary Boehmer is a financial advisor with VOYA Financial Advisors, Inc. He holds Series 63 and Series 66 credentials and has 26 years of industry experience. He has worked at VOYA Financial Advisors since 2014 and previously with Voya Financial Partners and Valic Financial Advisors. Outside of advising, he serves as a board member for Grace Redemption Community Church, which provides assistance to homeless and disadvantaged individuals in San Antonio, TX. VOYA Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial that offers financial planning, portfolio management, and retirement plan advisory services to individuals, institutions, and corporate clients. The firm combines in-house and external strategists with technology-enabled tools to implement client recommendations, operating primarily under a non-discretionary model with some discretionary management options.

Douglas Tabor is a financial advisor at Independent Financial Partners with 37 years of industry experience. He holds a Series 63 designation and has worked at several firms, including Raymond James Financial Services and Concert Wealth Management. Outside his advisory roles, he owns Texas United Wealth Management, where he provides financial services and recruits advisors. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm supports a multi-advisor platform with a notable focus on retirement-plan advisory, pension consulting, and written compliance processes for Department of Labor rollover guidance.

John Stults is a financial advisor with Ameritas Advisory Services, LLC in San Antonio, TX, holding a Series 66 designation and 26 years of industry experience. His career includes roles at Ameritas Investment Corp and Securian Financial Services, Inc. He is also active as an independent insurance agent and serves as secretary of the Blanco Chamber of Commerce. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm offers a range of asset management and financial planning solutions, utilizing model portfolios, mutual funds, ETFs, and individual securities across various program platforms.