Martha Ortega is a financial advisor with Sanctuary Advisors, LLC, holding Series 63 and Series 65 credentials and 11 years of industry experience. She has worked at Sanctuary Wealth since 2021 and was previously with Merrill from 2007 to 2021. Sanctuary Advisors provides investment advisory and financial planning services to a diverse range of clients, including individuals, corporations, pension plans, trusts, and charitable organizations. The firm supports more than 400 independent investment adviser representatives who offer customized portfolio management, financial planning, and retirement consulting through a variety of managed account solutions and advisory strategies.

Kevin Moore is a CFP® with 22 years of industry experience, currently affiliated with Commonwealth Financial Network and I Financial since 2005. He is president and owner of Munford Moore, Inc., an entity created to process securities and insurance business. Moore also serves as a trustee of the I Financial 401(k) plan. Commonwealth Financial Network is a registered investment adviser that supports a national network of approximately 2,950 advisors and their clients by providing a range of advisory programs, technology, compliance, and practice-management services. The firm offers various discretionary and non-discretionary investment solutions, including proprietary model portfolios and customizable program structures.

Brann Calvetti is a Series 66-licensed financial advisor with First Command Advisory Services, bringing seven years of industry experience. His background includes roles within multiple First Command entities since 2018 and service with the United States Department of Defense dating back to 2014. Outside of his advisory work, he serves as Treasurer on the Church Council of King of Kings Lutheran Church, managing financial oversight and accountability. First Command Advisory Services, Inc. is an SEC-registered investment adviser focused on individuals, corporate, and charitable clients, with particular attention to active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, delivering investment management through a centralized team that selects portfolios and managers from prescreened lists.

Raymond Aguillon Jr. is a financial advisor at Independent Financial Partners with 27 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with firms including IFP Securities, LLC and LPL Financial. He is also involved with the Aguillon Golf Classic, an activity he has maintained since 1993. Independent Financial Partners is a nationwide advisory firm supporting a decentralized platform of approximately 261 advisors managing a broad range of clients, including individuals, charities, corporations, and high-net-worth investors. The firm offers investment advisory, financial planning, trust, and retirement-plan services, with a notable focus on retirement-plan advisory and pension consulting.

Mark Swindell is a financial advisor with First Command Advisory Services in San Antonio, TX. He holds the Series 66 designation and has 12 years of industry experience. His work history includes roles at First Command Financial Planning, Inc., First Command Advisory Services, and First Command Insurance Services, Inc., where he has been employed since 2013. First Command Advisory Services, Inc. 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 utilizing model portfolios and third-party managers selected by an internal Investment Management Team.

Taylor Knopf is a CFP®-credentialed financial advisor with Prime Capital Financial, bringing 10 years of industry experience. He has held roles at Private Client Services, Lawing Financial, and Cambridge Investment Research. Knopf serves on the advisory board of the Hill Country Pregnancy Care Center and owns a group health insurance business along with other non-investment-related ventures. 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, and family office offerings. The firm employs diversified investment strategies and provides consolidated reporting and tax services through affiliated subsidiaries.

Ryan Vogl is a CFP® professional with 12 years of industry experience, currently serving as a financial advisor at Creative Planning since 2018. Prior to joining Creative Planning, he worked at Horizon Advisors, LLC from 2014 to 2018. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in client assets and offers a financial planning–led investment process that incorporates low-cost indexing, buy-and-hold strategies, and supplemental approaches such as direct indexing and tax-loss harvesting.

Oscar Hernandez Jr. is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 licenses and possessing eight years of industry experience. His prior roles include positions at PNC Investments, Citigroup, Victory Capital Advisers, Inc., and Citi. Outside of his advisory work, he is the owner of Coffee Bee, a non-investment-related business. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital platform for discretionary model accounts that employ algorithm-driven risk assessment and invest primarily in mutual funds and ETFs.

Jaden Butnaru is a financial advisor at Sanctuary Advisors, LLC with a Series 66 designation and two years of industry experience. Prior to joining Sanctuary Advisors, he worked at Charles Schwab & Co., Inc. and Mirau Capital Management, Inc. among other positions. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations through a large network of independent advisers. The firm supports a variety of portfolio management strategies and acts as a fiduciary under written agreements.

Bradley Tobler is a financial advisor with Centaurus Financial, Inc. in San Antonio, TX, holding Series 63 and Series 66 licenses and possessing 17 years of industry experience. Prior to joining Centaurus Financial in 2020, he worked at FSC Securities Corporation for 11 years. Tobler serves as a director of Wish For Our Heroes, a nonprofit supporting military families, dedicating significant time to building relationships with military commands. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers a range of financial planning and portfolio management options, combining discretionary and non-discretionary strategies with multiple analytical approaches.

Gloria Cisneros is a financial advisor at Sanctuary Advisors, LLC with a Series 65 designation and five years of industry experience. Her prior roles include positions at Broadway Wealth Solutions, Inc. and Broadway Bank. Sanctuary Advisors, LLC serves a diverse client base including individuals, corporations, pension plans, trusts, estates, and charitable organizations through a network of over 400 independent investment adviser representatives. The firm offers portfolio management, financial planning, and retirement plan consulting, utilizing a variety of analytical approaches and investment platforms.

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, Inc., CUSO Financial Services LP, and Credit Human Federal Credit Union. Outside of advising, he is a private owner of a 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, and access to alternative investments, operating with a hybrid adviser/broker-dealer structure and a focus on delegating investment management to its representatives.

John Grigsby Jr. is a CFP® professional with over 42 years of experience in financial advisory services. He has been with First Command Advisory Services since 2015 and has worked extensively with associated First Command entities since 1983. In addition to his advisory role, he owns Viking Financial Services LLC, through which he provides financial and administrative support. First Command Advisory Services, Inc. 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 managed by a centralized Investment Management Team and Wealth Portfolio Managers.

David Webb is a financial advisor with Eagle Strategies (NY Life) in San Antonio, TX, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. He has been associated with Eagle Strategies since 2012 and operates Atlas Retirement Strategies, LLC, focusing on offering New York Life products and services. Webb is also licensed to broker non-registered insurance products and maintains a property and casualty insurance license. Eagle Strategies serves a diverse client base, including individuals and institutions, providing financial planning, investment management, and retirement-plan advisory services. The firm delivers tailored advice through various programs and emphasizes non-discretionary asset management within an integrated New York Life affiliate structure.

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.

Jonathan Klug is a Series 66 licensed financial advisor with 18 years of industry experience, currently serving at Sanctuary Advisors, LLC since 2021. He previously worked at Bank of America, N.A. and Merrill Lynch, each for over a decade. Outside of his advisory role, Klug serves on the boards of the UTSA Alumni Association and the Sunshine Cottage School for Deaf Children, participating in fundraising and finance committees. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, trusts, and charitable organizations, through a network of more than 400 independent adviser representatives. The firm offers a variety of portfolio management solutions and emphasizes a fiduciary approach under written advisory agreements.

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.

Jesus Sifuentes is a financial advisor with Guardian Life and holds Series 63 and Series 65 licenses. He has six years of industry experience and has previously worked at firms including Park Avenue Securities, Dominion Capital LLC, and New York Life Insurance Company. Outside of his advisory role, he supervises a legal research and drafting team at Jimenez Wealth Legal Advisors PC. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a broker-dealer and SEC-registered investment adviser affiliated with The Guardian Life Insurance Company of America. The firm serves individuals, pension plans, charitable organizations, and corporate clients with a range of brokerage, financial planning, and advisory services.

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. Prior to his advisory career, he held positions at Northwestern University and spent time in education-related roles. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments, operating through a hybrid adviser/broker-dealer model with a focus on both discretionary and non-discretionary accounts.

Stacey Martinez is a financial advisor with TIAA-CREF in San Antonio, TX, holding Series 65 and Series 66 licenses and bringing 27 years of industry experience. She has been with TIAA and its affiliated entities since 2012. TIAA‑CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs primarily to individuals connected to employer retirement plans, as well as trusts, estates, and small retirement plans. The firm offers both point-in-time financial planning and ongoing portfolio management, using a mix of model and customized portfolios within a vertically integrated advisory structure.