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.

Rachell Roach is a financial advisor with Eagle Strategies (NY Life) based in San Antonio, TX, holding Series 65 and Series 63 licenses with four years of industry experience. Prior to her financial career, she served 24 years in the United States Air Force. Roach also volunteers as a poll worker in Comal County, Texas. 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 types of advisory programs and emphasizes tailoring recommendations to client objectives, with a significant portion of assets managed on a non-discretionary basis.

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.

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.

Jeffrey Higgins is a Certified Financial Planner™ with 34 years of industry experience. He is affiliated with Independent Financial Partners and has previously worked with LPL Financial. Higgins maintains contracts with fixed insurance carriers for products including health, disability, and fixed annuities. Independent Financial Partners serves a nationwide network of independent Investment Adviser Representatives, managing over $12.5 billion in assets. The firm offers customizable investment strategies and notable retirement-plan advisory and pension consulting services.

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.

Andrew Wilson is a financial advisor with Bankers Life Advisory Services, Inc., holding Series 63 and Series 66 credentials and 19 years of industry experience. He has worked with Bankers Life Securities, Inc. since 2016 and has been involved with Bankers Life & Casualty since 1999, where he serves as an insurance agent and unit sales manager. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan consulting. The firm employs a combination of fundamental, technical, and cyclical analysis to create tailored portfolios aligned with clients’ goals, risk tolerances, and time horizons.

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.

Dustin Mundorf is a financial advisor with Brookstone Capital Management LLC, holding Series 63 and Series 65 credentials and 13 years of industry experience. He has operated Dustin Mundorf, Inc. since 2008 and has worked as an independent insurance agent since 2002. His outside business activities include administration and insurance sales through Dustin Mundorf, Inc. Brookstone Capital Management provides fee-based asset management and financial planning to individuals, retirement plans, corporations, trusts, and other business entities. The firm utilizes a range of investment strategies, including strategic and dynamic asset allocation models, ETFs, mutual funds, individual securities, and options-enhanced strategies, while also acting as a sub-advisor and partnering with affiliated asset management firms.

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.

Juan Amador is a financial advisor at PNC Wealth Management in San Antonio, TX, with nine years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Citigroup and Insigneo Advisory Services. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio solution that employs algorithmic risk assessment and utilizes mutual funds and ETFs managed by PNC or third-party strategists.

Donald Borawski is a financial advisor with Eagle Strategies (NY Life) based in San Antonio, TX. He holds Series 63 and Series 65 credentials and has 23 years of industry experience. He has been with Eagle Strategies since 2008 and affiliated with New York Life and Nylife Securities since the early 2000s. Outside of his advisory role, he offers pickleball coaching, providing group and individual lessons. Eagle Strategies serves a diverse client base including individual investors, defined contribution and defined benefit plans, as well as charitable and corporate clients. The firm provides financial planning, investment management, and retirement-plan advisory services through a network of affiliated representatives, emphasizing tailored recommendations and primarily managing assets on a non-discretionary basis.

Jessica Walker is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 66 and Series 63 registrations and bringing six years of industry experience. Her career includes roles at New York Life Insurance Co. and affiliated firms. She serves as vice chair of the New Braunfels Women's Business Alliance and treasurer for the Brauntex Theater Board of Directors. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, offering advisory programs, financial planning, and retirement plan consulting. The firm operates a dual-registered platform providing both brokerage and advisory services, managing a diverse mix of discretionary and non-discretionary assets.

Jacob Nuno is a CFP® professional with 13 years of industry experience, currently serving at Commonwealth Financial Network since 2013. He also operates iFile Tax Planning and Preparation Services, providing tax preparation, planning, IRS representation, and business valuation services. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of approximately 2,900 advisors and manages over $200 billion in client assets. The firm offers a broad platform including managed-account programs, third-party asset manager access, and retirement consulting, serving individual and institutional clients.

Timothy Gray is a financial advisor with First Command Advisory Services in Universal City, TX, holding Series 65 and Series 63 licenses and bringing 12 years of industry experience. He has been with First Command since 2014 across multiple affiliated entities. Outside of his advisory role, he owns 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 various wrap-fee asset management programs managed through a centralized Investment Management Team and Wealth Portfolio Managers.

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.

Samuel Grusendorf is a financial advisor with Commonwealth Financial Network in San Antonio, TX. He holds the CFP® designation and Series 66 license and has two years of industry experience. Prior to his current role, he worked in various positions including at Texas Tech University and Walmart. He is also involved in fixed insurance sales as a side business. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and managing around $212.7 billion in client assets. The firm provides a broad adviser-support platform with managed-account programs, access to third-party asset managers, and a range of investment options including mutual funds, ETFs, and personalized indexing.

Jack Rebolledo is a financial advisor with Eagle Strategies (NY Life) in San Antonio, TX, holding Series 63 and Series 66 licenses and five years of industry experience. Prior to joining Eagle Strategies, he served 23 years in the United States Army and has experience with the US Department of Defense. He is a board member of the Reel Warrior Foundation, a nonprofit that connects military veterans through fishing and hunting events and provides resources to veterans. Eagle Strategies serves a broad mix of individual and institutional clients, offering financial planning, investment management, and retirement-plan advisory services. The firm provides tailored recommendations through multiple program types and manages the vast majority of its regulatory assets on a non-discretionary basis.

Bradley Johnson is a CFP® with 21 years of industry experience and is currently with Sanctuary Advisors, LLC in San Antonio, TX. He has prior experience at Bank of America, N.A. and Merrill Lynch, and has been associated with Frost National Bank since 2007. Johnson serves on the advisory board of The Fishing Invitational, a nonprofit organization that hosts an annual fishing tournament to support pediatric cancer research through the University Health Systems Foundation. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, trusts, estates, and charitable organizations. The firm supports a network of over 400 independent investment adviser representatives who offer portfolio management, financial planning, and retirement plan consulting, utilizing a variety of investment approaches and account management options.

Luke Knighten is a financial advisor with Eagle Strategies (New York Life) based in San Antonio, TX, holding Series 65 and Series 63 licenses and 13 years of industry experience. He has worked with New York Life and its affiliated firms since 2013. Outside of his advisory role, he serves as president of North American Hunters for Heroes, a nonprofit organization supporting U.S. veterans through outdoor activities, and is an ordained minister performing marriage ceremonies. He also owns a retail business, Caylor Forge and Leather Works, LLC. Eagle Strategies serves a diverse client base including individual and institutional investors, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored advice through multiple program types and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.