Gina Hughes is a financial advisor at Kestra Advisory with 11 years of industry experience. She holds a Series 66 designation and previously worked at Edward Jones for eight years before joining Kestra in 2022. Outside of her advisory work, she manages a short-term rental property in San Antonio. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad range of institutional and individual clients, including plan sponsors. The firm offers services such as fiduciary consulting, plan design, and employee education, and serves large institutional investors, including sovereign wealth funds.

Etienne Goods is a CFP® professional with 10 years of industry experience currently affiliated with GWN Securities Inc. in San Antonio, TX. He has held roles at Ameritas Investment Corp., CCF Investments, and Capital Choice Financial Services. In addition to his advisory work, Goods operates Goods Financial Services, LLC, where he is a licensed agent for life and health insurance as well as fixed and indexed annuities. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients with discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios. The firm offers a range of managed-account programs and model portfolios, including traditional and active strategies, and manages approximately $3.65 billion across more than 37,000 client accounts.

Jeffrey Doss is a financial advisor with Transamerica Financial Advisors in San Antonio, TX, holding Series 63 and Series 65 licenses and having nine years of industry experience. His work history includes roles at KP Property Ventures LLC and Santa Fe Financial, LLC. He is involved in the sales of insurance and non-insurance products affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors serves a diverse client base including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers both advisory and broker-dealer services with proprietary and third-party model portfolios, managing over $2 billion in assets as of late 2025.

Catherine Cole is a financial advisor with Bankers Life Advisory Services, Inc. in San Antonio, TX, holding Series 63 and Series 66 credentials and bringing nine years of industry experience. She has been with Bankers Life Advisory Services since 2019 and has prior experience with affiliated entities including Bankers Life Securities Inc and Bankers Life and Casualty Company. Outside of her advisory role, she is a partner at Caro Circle LLC, where she manages real estate investments. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals, focusing on customized asset allocation, periodic rebalancing, and a blend of fundamental, technical, and cyclical analysis to guide investment decisions.

James Augustine is a financial advisor at Rockefeller Financial LLC with 28 years of industry experience. He holds a Series 66 designation and previously worked at UBS Financial Services for 17 years and Merrill for six years. He has been with Rockefeller Financial since 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 a range of investment management and financial planning services through a Private Advisor model and a consolidated investment platform, with capabilities including discretionary and non-discretionary portfolio management as well as broker-dealer services.

Jeanine Payne is a Certified Financial Planner® with 16 years of experience in the financial services industry. She has worked at firms including USAA Financial Planning Services, Morgan Stanley, and Citigroup Global Markets before joining Sanctuary Advisors, LLC. Payne is based in San Antonio, TX, and holds Series 63 and Series 65 licenses. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, trusts, and charitable organizations. The firm supports independent investment adviser representatives who employ various investment approaches and offers both discretionary and non-discretionary account management.

Christo Naranja is a financial advisor with Bankers Life Advisory Services, Inc. He holds a Series 66 designation and has one year of industry experience. Prior to his current role, he held various positions within Bankers Life entities and has experience managing and training a team of agents in an agency director capacity. Bankers Life Advisory Services, Inc. provides discretionary portfolio management, investment consulting, and retirement plan consulting primarily to mass-affluent and high-net-worth individuals, focusing on customized asset allocation, periodic rebalancing, and a blend of fundamental and technical analysis to guide investment decisions.

Peter Perez is a financial advisor at Guardian Life with three years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Principal Funds Distributor, NYLIFE Securities LLC, and New York Life Insurance Company. Outside of finance, he was involved with AA Rated Lawn and Haus. Guardian Life operates through Park Avenue Securities LLC, providing brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm integrates advisor-led discretionary management with model-based strategies and offers access to insurance products, alternative investments, and various lending options.

Rebecca Gorrell is a financial advisor with Eagle Strategies (NY Life) based in San Antonio, TX, holding Series 63 and Series 65 designations and bringing 19 years of industry experience. She has worked with Pivot Wealth and Insurance Strategies, LLC, Pivot Income Strategies, LLC, Nylife Securities LLC, and New York Life Insurance Company. In addition to her advisory role, she owns an LLC that rents motorhomes. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm offers a variety of program types tailored to client objectives and maintains a significant portion of its assets under non-discretionary management.

Isidoro Korngold is a financial advisor at Corient with 38 years of industry experience. He holds a Series 63 designation and has spent the majority of his career with Intercontinental Wealth Advisors and related entities from 1982 to 2023 before joining Corient. Korngold manages a family partnership portfolio and serves as a general partner providing wealth advice through Corient. Corient offers investment advisory and financial planning services to individual and high-net-worth clients, trusts, pension plans, charitable organizations, and corporate entities. The firm employs a goals-based, team approach combining internal and third-party strategies, continuously monitors portfolios with advanced risk management tools, and provides access to private fund platforms and affiliated trust services.

Stephen Arndt is a financial advisor at Empower Advisory Group with 11 years of industry experience. He holds Series 63 and Series 66 licenses. His prior work includes roles at JPMorgan Chase Bank, Citi Bank, Tata Consultancy Service, and Transamerica Capital Inc. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as retail IRA and brokerage clients. The firm offers integrated services tied to Empower’s recordkeeping platforms, focusing on long-term portfolio returns and client savings rates.

Jose Nunez is a financial advisor with First Command Advisory Services, holding Series 63 and Series 65 credentials and one year of industry experience. Prior to joining First Command, he served 22 years in the U.S. Army. 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 provides financial planning and multiple wrap-fee asset management programs, delivering investment management through a centralized team that selects and monitors model portfolios and third-party managers from approved lists.

John Frakes is a financial advisor at Sanctuary Advisors, LLC with 34 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at UBS Financial Services Inc. for 11 years and Citigroup Global Markets for 16 years. Outside of advising, he is involved in several business ventures including an event center partnership, a wholesale cleaning products company, and manages a personal collectibles LLC. He also serves on the advisory committee for the Helping Hands Educational Fund, which supports educational programs for individuals experiencing homelessness in San Antonio. Sanctuary Advisors, LLC provides investment advisory and financial planning services to individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations through a network of over 400 independent investment adviser representatives. The firm offers a variety of portfolio management and consulting services, employing multiple investment approaches and serving both onshore and offshore clients.

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 Series 66-credentialed financial advisor with four years of industry experience. She is currently with Independent Financial Group, LLC and also serves as Vice President at Strategic Wealth Solutions. Prior to her advisory career, she was involved in the restaurant industry for nearly a decade. Alyssa is a general partner of JACC Legacy Holdings LLC, a business entity used for tax and investment purposes. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and institutional plans. The firm utilizes both firm- and third-party investment models tailored to client risk profiles and employs a combination of passive and active investment strategies.

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.

Paul Riskus is a CFP® with 28 years of experience in financial advisory. He is currently with Schwab Wealth Advisory, where he has worked since 2022, and has prior experience at Charles Schwab and USAA-affiliated firms. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients by providing non-discretionary fiduciary investment advice, financial planning, and wealth management consultations based on standardized asset-allocation models and internal research tools.

Ronald Lopez is a financial advisor at Eagle Strategies (NY Life) with one year of industry experience. He holds Series 63 and Series 65 licenses and previously worked in rehabilitation and nutrition sectors prior to entering financial services. Eagle Strategies serves individual and institutional clients by offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm provides a variety of advisory programs and emphasizes tailored recommendations aligned with client objectives and plan sponsor criteria.

Merrill Snowden Jr. is a financial advisor with Benjamin F. Edwards & Company, Inc., holding a Series 63 designation and 29 years of industry experience. He has worked at Benjamin F. Edwards since 2018 and previously held positions at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients through more than 500 advisors. The firm offers a range of services including wrap-fee advisory programs, financial planning, retirement plan consulting, and investment management consulting utilizing both proprietary strategies and third-party models.