Brandon Bernardo is a financial advisor at Citigroup Global Markets with nine years of industry experience. He has held positions at Citigroup since 2018 and previously worked at Scottrade from 2014 to 2018. He also spent three years at the University of Texas at San Antonio. Bernardo holds a Series 66 designation. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies and maintains significant institutional capabilities, including in-house research and roles as a swap dealer and futures commission merchant.

Patrick Dempsey is a CFP® with 33 years of industry experience, currently serving at Commonwealth Financial Network since 2005. He holds Series 63 and Series 65 licenses and operates Dempsey Wealth Management LLC, a business involved in securities and insurance activities. Commonwealth Financial Network supports a national network of approximately 2,950 advisors by providing back-office operations, technology, investment management, and compliance services. The firm offers various advisory programs and discretionary model portfolios, enabling advisors to construct client portfolios with a broad range of securities and insurance products.

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.

Brett Daniels is a financial advisor at Rockefeller Financial LLC with 16 years of industry experience. He holds a Series 66 designation and previously worked at Bank of America and Merrill. He is based in San Antonio, TX. Rockefeller Financial LLC serves high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers a range of portfolio management, financial planning, and consulting services, operating under a Private Advisor model with an integrated investment platform that includes discretionary and non-discretionary solutions across multiple asset classes.

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.

Yasir Haq is a financial advisor at Citigroup Global Markets with nine years of industry experience. He holds the Series 63 and Series 66 designations and has been with Citi Corp since 2014. Based in San Antonio, TX, his career has been focused within the firm over the past decade. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a wide range of investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs and operates with institutional scale and specialized market roles, including swap dealer and futures commission merchant activities.

Nathan Quinlan is a financial advisor at First Command Advisory Services with two years of industry experience. He holds Series 65 and Series 63 licenses and served in the United States Air Force from 2002 to 2024. His prior work includes roles within various First Command entities since 2023. First Command Advisory Services, Inc. is a registered investment adviser serving individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers comprehensive financial planning and multiple wrap-fee asset management programs that utilize model portfolios managed by a centralized Investment Management Team.

Alfredo Larosa is a financial advisor at Corient with 34 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. Larosa is based in San Antonio, TX. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, pension and profit-sharing plans, charitable organizations, and corporations. The firm employs a goals-based, team investment approach that integrates in-house strategies with third-party managers and uses risk management tools to align portfolios with client objectives.

Kelly O’Day is a financial advisor at First Command Advisory Services with nine years of industry experience. He has worked at various entities within the First Command organization since 2016 and served in the US Navy from 2011 to 2017. Outside of advising, he holds a landlord role at a rental property 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 model portfolios managed by an internal Investment Management Team.

Everett Pimentel is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 designations and 17 years of industry experience. He has been with CitiBank since 2008. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs and combines large institutional scale with unique market roles such as operating as a swap dealer and futures commission merchant.

Joshua Aguilar is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 66 licenses and seven years of industry experience. He has worked at Citibank across two periods from 2015 to the present, with a brief gap year. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies and maintains large-scale institutional capabilities, including in-house research and specialized market roles.

Aaron Davila is a financial advisor at OSAIC Institutions, Inc. with three years of industry experience. He holds a Series 66 designation and has worked at firms including Infinex Investments and AFFCU. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, and access to alternative investments, operating a hybrid adviser/broker-dealer structure with a distinctive model that emphasizes firm supervision and third-party partnerships.

Harold Krause is a financial advisor with Citigroup Global Markets in San Antonio, TX, holding Series 63 and Series 65 licenses and with 32 years of industry experience. He has worked at Citigroup Global Markets since 2007. Citigroup Global Markets serves individual and institutional clients across various wealth segments, providing a broad range of investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs and maintains institutional-scale operations that include in-house research, swap dealing, and futures commission merchant services.

Charles Maddox is a financial advisor at Empower Advisory Group with one year of industry experience. He holds Series 66 and Series 63 licenses. His prior roles include positions at Empower Financial Services, Amcap Mortgage, Nationwide Insurance, and several banking institutions. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and retail brokerage account holders. The firm integrates its services with Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

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.

Roxiane Kerns is a financial advisor with Rockefeller Financial LLC, holding a Series 66 designation and bringing 30 years of industry experience. She worked at Merrill Lynch from 1984 to 2021 before 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 a range of portfolio management and financial planning services, operating uniquely as both a registered broker-dealer and an investment advisor with an integrated platform that includes discretionary and non-discretionary solutions across various asset classes.

Kenneth Michaud is a Certified Financial Planner® (CFP®) with 30 years of industry experience. He is currently an advisor at First Command Advisory Services and has previously worked at firms including Frost Brokerage Services, Broadway Wealth Solutions, and USAA Investment Services. Michaud holds Series 63, 65, and 66 licenses. First Command Advisory Services is an SEC-registered investment adviser focused on serving individuals, corporate, and charitable clients, with a particular emphasis on active-duty service members and their families. The firm offers financial planning and various wrap-fee asset management programs using a centralized Investment Management Team to design and manage model portfolios with a range of mutual funds, ETFs, and third-party managed accounts.

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.