Peter Perez is a financial advisor with Primerica Advisors in San Antonio, TX, holding Series 63 and Series 65 licenses. He has three years of industry experience, including prior roles at Guardian Life Insurance Company, Principal Funds Distributor, and New York Life Insurance Co. Outside of finance, he was involved with AA Rated Lawn and Haus. Primerica Advisors operates as part of a large enterprise serving a broad retail client base with both brokerage and advisory services, offering multiple proprietary and third-party investment programs along with financial planning and consulting solutions.

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 37 years of industry experience. He has held positions at Intercontinental Wealth Advisors LLC and related entities for over three decades before joining Corient in 2023. Korngold manages a family partnership investment portfolio and serves as a general partner at WMS GP, LLC, providing wealth advice. Corient offers investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, and charitable organizations. The firm uses a goals-based, team investment approach combining in-house strategies with third-party manager solutions, incorporating risk management tools and alternative investments where appropriate.

Patrick Marshall is a financial advisor with First Command Advisory Services in Universal City, TX. He holds Series 65 and Series 63 licenses and has five years of industry experience. Prior to his financial advisory career, he served in the US Marine Corps for 26 years. He has no other notable outside business activities. 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 through a centralized Investment Management Team and Wealth Portfolio Managers.

Stephen Arndt is a financial advisor at Empower Advisory Group in San Antonio, TX, holding Series 66 and Series 63 licenses with 11 years of industry experience. 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, using an integrated model connected to Empower’s recordkeeping and administrative platforms. The firm’s approach emphasizes long-term portfolio returns, annual rebalancing, and client savings rates through point-in-time financial plans and optional managed account solutions.

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 with Sanctuary Advisors, LLC in San Antonio, TX, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has been with UBS Financial Services Inc. since 2009. Outside of his advisory role, he is involved in several business ventures, including ownership and management roles in real estate leasing, an event center, a wholesale sanitation wipes company, and a collectibles LLC. He also serves on the advisory committee of the Helping Hands Educational Fund, which supports educational programs for individuals experiencing homelessness. Sanctuary Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, charitable organizations, trusts, estates, and retirement plans. The firm offers customized investment programs through various account structures, employing multiple investment philosophies and sub-advisors, supported by an integrated affiliate structure and recent consolidation of related entities.

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 financial advisor at Independent Financial Group, LLC with four years of industry experience. She holds a Series 66 designation and has previously worked at Cetera and Strategic Wealth Solutions. Outside of advisory work, she serves as a general partner at JACC Legacy Holdings LLC, a business entity focused on management and advisory services. Independent Financial Group is a large, integrated advisory and brokerage firm serving individuals, trusts, corporations, business owners, and plan sponsors. The firm offers a range of investment advisory programs and financial planning services, utilizing both in-house and third-party manager models through multiple platforms.

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.

Angela Melchor is a financial advisor with PNC Wealth Management in San Antonio, TX, holding Series 63 and Series 65 licenses. She has 11 years of industry experience, including prior roles at BBVA Wealth Solutions, BBVA Compass Insurance Agency, BBVA Securities, and COMPASS Bank. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio solution for PNC employees that uses algorithm-driven risk assessment and third-party managed model strategies.

Robert Brister is a financial advisor with First Command Advisory Services, holding a Series 66 designation and three years of industry experience. He previously served in the U.S. Army for 20 years and is the owner of STATUS Family Financial, a firm providing payroll and tax services. Brister also oversees operations and finances at Hero First Real Estate. First Command Advisory Services is an SEC-registered investment adviser that serves 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, using a centralized Investment Management Team and Wealth Portfolio Managers to design and monitor model portfolios constructed from mutual funds, ETFs, and third-party managed accounts.

Paul Riskus is a CFP® with 28 years of experience in financial advising. He is currently with Schwab Wealth Advisory and has spent significant portions of his career at USAA Financial Advisors and related USAA entities. He holds the Series 63 license and is based in San Antonio, TX. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, using standard asset allocation models and Schwab research tools. The firm serves individual clients with financial reviews, retirement planning, and investment recommendations but does not manage client accounts on a discretionary basis.

Charles Lutz IV is a financial advisor at OSAIC Institutions, Inc. with 26 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked for CUSO Financial Services, LP and Credit Human Federal Credit Union for over two decades. He serves as a trustee for First Presbyterian Church in San Antonio, where he is involved in risk assessment and property transactions on a volunteer basis. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans with a range of advisory and brokerage services. The firm offers customized financial planning, ERISA plan services, access to alternative investments, and lending and cash-management options, with a notable emphasis on non-discretionary assets and a dual broker-dealer/adviser structure.

Londa Willems is a financial advisor at Rockefeller Financial LLC with 26 years of industry experience. She holds a Series 63 designation and previously worked at UBS Financial Services for 33 years before joining Rockefeller Financial in 2021. Outside of her advisory role, she is a managing member of a limited liability company established to purchase a building for her husband's company. Rockefeller Financial LLC serves ultra-high and high-net-worth individuals, families, family offices, charities, corporations, and retirement plans, offering wealth management, financial planning, portfolio management, and retirement plan consulting. The firm integrates wealth, trust, and insurance services through the Rockefeller Global Family Office platform and is noted for its institutional ownership structure and role as a placement agent for private funds.

Benjamin Farmer is a financial advisor with Eagle Strategies (NY Life) in San Antonio, TX, holding a Series 66 designation and two years of industry experience. Prior to joining Eagle Strategies, he worked at Edward Jones for two years. His background also includes roles in media and political organizations. Eagle Strategies serves a diverse client base of individual and institutional investors, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types tailored to client objectives and is notable for managing the majority of its assets on a non-discretionary basis.

Jorge Garcia Rico is a financial advisor with Empower Advisory Group and holds Series 63 and Series 66 licenses. He has three years of industry experience and has previously worked at firms including Bank of America, Merrill, Fidelity Investments, and J.P. Morgan. 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 and focuses on long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

Victoria Martinez is a CFP® professional with six years of industry experience, currently with Commonwealth Financial Network. Her prior experience includes roles at LPL Financial, Cetera Investment Services, Frost Brokerage Services, Goldman Sachs & Co LLC, and The Ayco Company, L.P./Mercer Allied. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of approximately 2,900 advisors. The firm offers a broad adviser-support platform with various managed-account programs, third-party asset manager access, and custody services, managing roughly $212.7 billion in client assets.

Timothy Camarillo is a financial advisor with PlanMember Securities Corporation in San Antonio, TX, holding a Series 65 designation and six years of industry experience. He has worked at PlanMember since 2021 and has also been involved with Elite Plus Financial and his own advisory business since 2004. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans and offering participant-level investment options through its asset allocation portfolios. The firm’s investment approach relies on a top-down strategic asset allocation process and manages unitized, risk-based mutual fund portfolios across a range of risk profiles.