Leslie Nettles Zamora is a financial advisor with Sequoia Financial Group, L.L.C. in San Antonio, TX, holding Series 63 and Series 66 credentials and bringing nine years of industry experience. Prior to joining Sequoia in 2025, she worked for six years at Raymond James & Associates Inc. Her background also includes roles in education within the Comal and North East Independent School Districts. Sequoia Financial Advisors, LLC provides wealth planning, investment management, and retirement-plan and business-consulting services to a diverse client base, including high-net-worth individuals, charitable organizations, corporations, trusts, and family offices. The firm employs a mix of in-house model portfolios, custom accounts, and third-party manager selection, supported by an Investment Policy Committee and extensive research resources.

Ili Mansfield is a Series 66-licensed financial advisor at First Command Advisory Services with three years of industry experience. Prior to joining First Command, Ili worked in various roles including at The Henderson Resort & Spa and the Early Learning Coalition of The Emerald Coast. 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 a centralized Investment Management Team and Wealth Portfolio Managers.

Howard Lutz is a financial advisor with Corient based in San Antonio, TX, holding Series 63 and Series 66 licenses, and has nine years of industry experience. His prior roles include positions at Intercontinental Wealth Advisors LLC and Broadway Bank. Corient provides investment advisory and financial planning services to a wide range of clients, including individuals, trusts, pension plans, and corporate entities. The firm uses a goals-based, team investment approach that integrates in-house strategies with third-party managers and employs risk management tools and alternative investment options.

Brandon Bowman is a financial advisor with Ameritas Advisory Services, LLC in San Antonio, TX, holding a Series 66 designation and 21 years of industry experience. His prior experience includes roles at Midwest Financial Solutions, Granite Financial Solutions, LPL Financial, Cetera Financial, and UBS Financial Services. He is also licensed as an independent insurance agent to sell fixed insurance products. Ameritas Advisory Services, LLC provides investment advisory and planning services to individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm offers a variety of asset management and financial planning services, utilizing model portfolios, mutual funds, ETFs, and individual securities across multiple program platforms.

Daniel Walker is a CFP® professional with 27 years of experience in the financial services industry. He is currently with Schwab Wealth Advisory, Inc., where he has worked since 2026, following prior roles at Charles Schwab & Co., Charles Schwab Bank, and USAA-affiliated firms. He is based in San Antonio, TX. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning services primarily to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm utilizes standard asset-allocation models and internal research tools to tailor recommendations based on clients’ goals and risk tolerance, executing trades only with client authorization.

Taylor Gaudlitz is a financial advisor with First Command Advisory Services in San Antonio, TX, holding a Series 66 designation and five years of industry experience. Prior to joining First Command, Taylor worked in roles including at Instacart and the Cockrell Butterfly Center at the Houston Museum of Natural Science. 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 various wrap-fee asset management programs, using a centralized Investment Management Team to oversee portfolio construction and manager selection.

David Lloyd Jr. is a financial advisor at Rockefeller Financial LLC with 31 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at UBS Financial Services for 17 years 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, financial planning, and consulting services through a Private Advisor model and a consolidated investment platform, and it also operates as a registered broker-dealer providing securities transactions, insurance products, and placement and investment banking services.

Araceli Hernandez is a financial advisor with First Command Advisory Services and holds Series 63 and Series 65 licenses. She has nine years of industry experience and has been with various First Command entities since 2013. First Command Advisory Services 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 multiple wrap-fee asset management programs, utilizing a centralized Investment Management Team to manage model portfolios and third-party managers.

Sonali Patel is a financial advisor at Prime Capital Financial with five years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Texas Capital Bank, Texas Capital Bank Private Wealth Advisors, Martin Capital Advisors, LLP, SharesPost Financial, Macro Risk Advisors, and a pediatric oncology infusion center. She serves on the Board of Restore Education and volunteers with Teach For America in San Antonio. Prime Capital Financial is an SEC-registered advisory firm serving individuals, trusts, corporations, and retirement plans. The firm offers asset management, financial planning, retirement plan trustee services, and family office offerings, utilizing a range of investment strategies and coordinated tax and financial administration services.

Patricia Rivera is a financial advisor at CWM, LLC with 14 years of industry experience. She holds a Series 66 designation and has worked previously at USAA Financial Advisors, Inc., Edward Jones, and Cetera Wealth Services, LLC. CWM, LLC is an SEC-registered investment adviser operating an enterprise platform with over 650 advisors and approximately $50.6 billion in assets under management. The firm offers discretionary asset management, financial planning, and retirement plan services, supported by an Investment Committee that constructs model portfolios and provides tailored solutions with extensive custodial and technology integrations.

Quinton Tramontano is a financial advisor at Rockefeller Financial LLC with 10 years of industry experience. He holds a Series 66 designation and previously worked at Bank of America and Merrill from 2016 to 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 portfolio management, financial planning, and consulting, and operates as a registered broker-dealer providing securities transactions, variable insurance products, and investment banking services.

Claude Koontz is a CFA® charterholder with 20 years of industry experience. He is currently with Sequoia Financial Group, L.L.C. and has also served as Portfolio Manager at M Capital Advisors since 2012. His prior experience includes a role at Mastrapasqua Asset Management. Sequoia Financial Advisors, LLC provides wealth planning, investment management, retirement-plan advisory, and related consulting services to a diverse client base including individuals, family offices, corporations, charitable organizations, trusts, and retirement plans. The firm utilizes a blend of model allocations and customized solutions supported by an Investment Policy Committee and employs various investment vehicles and due diligence processes to manage client portfolios.

Kenneth Korngold is a financial advisor with Corient in San Antonio, TX, holding Series 63 and Series 65 designations and bringing 30 years of industry experience. His career includes long-term roles at Intercontinental Wealth Advisors LLC and Intercontinental Insurance Agency LLC before joining Corient. Corient serves a diverse client base including individuals, high-net-worth clients, trusts, and corporate entities, providing investment advisory and financial planning services. The firm uses a goals-based, team investment approach that integrates in-house strategies with third-party managers, continuous risk monitoring, and specialized offerings such as family office and trustee services.

Cynthia Holland is a financial advisor with Transamerica Financial Advisors and holds a Series 66 designation. She has one year of industry experience and has also managed her own cosmetics manufacturing and retail businesses for over 20 years. Her background includes roles at Rodriguez Holland & Co and World Financial Group, as well as involvement in accounting consulting. Transamerica Financial Advisors serves a broad client base including individual investors, retirement plans, trusts, and businesses, offering a range of investment advisory and brokerage services. The firm utilizes model portfolios and third-party managers to implement its advisory strategies through a large network of advisors.

Sunday Fischer is a financial advisor with Principal Financial Services in San Antonio, TX, holding a Series 66 designation and 14 years of industry experience. Prior to joining Principal Securities and Principal Life Insurance in 2023, she worked at Lincoln Financial Securities Corporation from 2008 to 2022. Outside of her advisory role, she manages a family account involved in selling clothing and household goods through online marketplaces such as eBay and Depop. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individuals, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel stationed abroad. The firm provides direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Ivan Galindo is a CFP® and ChFC® with 26 years of experience in the financial services industry. He is currently an advisor at Schwab Wealth Advisory, Inc. and has previously worked at Charles Schwab & Co., Inc., Charles Schwab Bank, and USAA-affiliated companies. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients in the Schwab Wealth Advisory program and Charles Schwab & Co.-referred clients, utilizing standard asset-allocation models and proprietary research tools to tailor recommendations based on clients’ goals and risk tolerance.

Alberto Segovia is a financial advisor at Corient with 18 years of industry experience and a Series 66 designation. He has previously worked at Truist Advisory, Truist Investment Services, Inc, and TIAA-CREF. Corient provides investment advisory and financial planning services to individual and high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach that combines in-house strategies with third-party solutions and incorporates risk management tools and alternative investments where appropriate.

Sergei Zweibach is a CFP® and ChFC® professional with 11 years of experience in financial advisory services. He is currently with Schwab Wealth Advisory, Inc., having previously worked at Charles Schwab Bank, USAA Investment Management Company, USAA Financial Planning Services, and Securian Financial Services. Zweibach is based in San Antonio, TX. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning primarily to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm’s offerings include guidance on asset allocation and investment selection, relying on Charles Schwab & Co.’s asset-allocation models and internal research tools, with trades requiring client authorization.

Timothy Gray is a financial advisor with First Command Advisory Services, holding Series 63 and Series 65 designations and possessing 12 years of industry experience. He has been with First Command in various capacities since 2014. Outside of his advisory role, he is an owner of rental property. 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 and Wealth Portfolio Managers to manage model portfolios and select third-party managers from prescreened lists.

Laura Ehrenberg Chesler is a financial advisor at Prime Capital Financial with 23 years of industry experience. She holds a Series 63 designation and previously worked for CrossVault Capital Management for 22 years before joining Prime Capital Investment Advisors, LLC. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans with a range of services including asset management, financial planning, qualified retirement plan services, and family office offerings. The firm employs a variety of investment strategies and provides integrated tax advisory and financial administration services through affiliated subsidiaries.