Robert Echavarria is a financial advisor with Rockefeller Financial LLC in San Antonio, TX, holding a Series 66 designation and 26 years of industry experience. His career includes prior roles at Bank of America, Merrill, and BBVA Compass Investment Solutions. Rockefeller Financial LLC serves high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers portfolio management, financial planning, and consulting services, operating as a registered broker-dealer with capabilities in securities transactions, variable insurance products, and investment banking, organized around a Private Advisor model and a consolidated investment platform.

Charles E Hoffman Jr. Jr. is a financial advisor with Rockefeller Financial LLC, holding Series 63 and Series 65 designations and bringing 30 years of industry experience. He previously worked at UBS Financial Services from 2013 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 provides discretionary and non-discretionary portfolio management, financial planning, consulting, and operates as a registered broker-dealer offering securities transactions, insurance products, and investment banking services through a Private Advisor model and a consolidated investment platform.

Roger Ventura is a financial advisor at Citigroup Global Markets with 11 years of industry experience. He holds the Series 66 designation and has worked at Citibank and Northwestern Mutual in various roles prior to his current position. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs and execution services that include multi-asset, multi-manager strategies and both discretionary and non-discretionary portfolios.

Marie Goforth Albarian is a ChFC® credentialed financial advisor with 43 years of industry experience, currently with Centaurus Financial, Inc. since 2019. She previously worked at Capital Financial Services, Inc. and ran MG Financial Strategies, Inc., a marketing and branding business she continues to own. Centaurus Financial, Inc. serves a broad range of clients including individuals, families, small businesses, and institutions, offering financial planning, portfolio management through the CLASSIC Plus platform, retirement-plan consulting, and specialized advisory services. The firm employs both discretionary and non-discretionary management approaches and utilizes a mix of fundamental and technical analyses.

Stephen Zepeda is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has worked at Citigroup since 2018, with prior experience at Frost Brokerage Services and USAA Investment Management Company. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies and combines large institutional scale with specialized market roles, including acting as a swap dealer and futures commission merchant.

Isaiah Williams is a financial advisor at Citigroup Global Markets with 10 years of industry experience and a Series 66 designation. His prior roles include positions at USAA Life Insurance Company, USAA Investment Services Company, and J.P. Morgan Securities LLC. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies implemented through discretionary and non-discretionary programs and is notable for its large institutional scale and involvement in market roles such as swap dealer and futures commission merchant.

Nahid Karimjee is a financial advisor with OSAIC Institutions, Inc. holding a Series 66 designation and 18 years of industry experience. His career includes roles at Air Force Federal Credit Union, Infinex Investments, CUSO Financial Services, Credit Human Federal Credit Union, SWBC Investment Company, and LPL Financial. Karimjee is also the owner of a private rental property business. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, wrap programs, third-party asset manager referrals, and access to alternative investments and lending solutions, operating with a hybrid adviser/broker-dealer structure.

Elmer Martin is a financial advisor at Rockefeller Financial LLC with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Merrill and Bank of America before joining Rockefeller Financial in 2021. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, and institutional clients. 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.

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 63 and Series 65 designations and previously served 22 years in the United States Air Force. Quinlan has been with various First Command entities since 2023. 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 that utilize model portfolios managed by an internal 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.