Bruce Swearingen is a financial advisor with Principal Financial Services based in San Antonio, TX. He holds Series 63 and Series 65 licenses and has 17 years of industry experience. Prior to his current role, he has worked with Principal Securities Inc. since 2016 and Principal Life Insurance Company since 2008. In addition to his advisory work, he sells individual Medicare and health insurance as well as various life and disability insurance products. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and military personnel abroad. The firm offers direct advisory programs, financial planning, retirement consulting, and access to third-party money manager solutions through advisory and promoter arrangements.

Brad Holtzclaw is a financial advisor at Empower Advisory Group with 11 years of industry experience. He holds Series 66 and Series 63 designations and previously worked at Charles Schwab for eight years. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and select retail brokerage clients. The firm integrates its services with Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

Ruth Torres is a financial advisor at Lincoln Investment in San Antonio, TX, holding a Series 66 designation with eight years of industry experience. Her prior work history includes roles at Bank of America, Merrill, and ONE Advisory Partners, LLC. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers financial planning, retirement plan advice, and various investment programs managed by an internal Investment Management & Research team using both strategic and tactical approaches.

Daniel Aranda is a financial advisor with Eagle Strategies (NY Life) based in San Antonio, TX. He holds the Series 63 and Series 65 designations and has 13 years of industry experience, including his time with New York Life and Nylife Securities LLC. Outside of his advisory role, he is involved in a small business selling puppies. Eagle Strategies serves a diverse range of individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages a significant portion of assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Liliana Kaufmann is a financial advisor with Sanctuary Advisors, LLC, holding a Series 66 designation and 15 years of industry experience. She worked at Merrill from 2008 to 2019 before joining Sanctuary Advisors and its affiliated broker-dealer in 2019. Kaufmann serves on the finance council of Blessed Sacrament Catholic Church, where she helps guide the church’s financial decisions. 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 offers both discretionary and non-discretionary solutions through a large network of independent investment adviser representatives, delivering customized strategies and ongoing monitoring within a vertically integrated platform.

Randolph Daniels Jr. is a financial advisor with Sanctuary Advisors, LLC in San Antonio, TX, holding a Series 66 designation and 13 years of industry experience. He previously worked at Bank of America and Merrill. Daniels serves as treasurer for the UTSA Alumni Association, where he prepares financial reports and participates in fundraising and membership activities. Sanctuary Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, and charitable organizations. The firm offers customized investment programs through various account types and utilizes a network of independent advisors and sub-advisors to implement strategies.

Collin Fabac is a financial advisor at Commonwealth Financial Network with nine years of industry experience. His prior roles include positions at Kin Wealth, Frost Investment Services, Frost Brokerage Services, and Axa Advisors. He holds Series 63 and Series 66 designations. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of nearly 2,900 affiliated advisors and a broad client base. The firm provides a comprehensive adviser-support platform, including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Eric Young is a Series 66-licensed financial advisor with First Command Advisory Services in San Antonio, TX, bringing eight years of industry experience. Prior to his advisory career, he served 31 years in the U.S. Navy. 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 model portfolios and third-party managers selected by an internal Investment Management Team.

Harvinder Sahni is a financial advisor at Guardian Life with 27 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at several firms including MassMutual, Cetera, and New York Life. He is also a partner in Maximus Benefit Partners, an outside business focused on health insurance. Guardian Life, through its subsidiary Park Avenue Wealth Management, serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients with brokerage services, financial planning, and investment advisory programs that utilize both proprietary and third-party models.

Jason Davis is a financial advisor with Eagle Strategies (NY Life) in San Antonio, TX. He holds Series 63 and Series 65 licenses and has one year of industry experience. His prior work includes roles at Bank of America, NYLIFE Securities LLC, New York Life Insurance Company, Merrill, Wells Fargo Bank, and Keller Williams Realty. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm emphasizes tailoring recommendations to client objectives and plan sponsor criteria, with most assets managed on a non-discretionary basis.

Jason Smith is a Series 66-licensed financial advisor with First Command Advisory Services, Inc. He has 15 years of industry experience, including multiple roles within First Command firms since 2010. Jason is also the owner and District Advisor of Gramco Financial LLC. 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 offers financial planning and various wrap-fee asset management programs, utilizing a centralized Investment Management Team to design and manage model portfolios.

Sarah Doerr is a financial advisor at Prime Capital Financial with 18 years of industry experience. She previously worked at CrossVault Capital Management for 10 years before joining Prime Capital Investment Advisors in 2022. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans. The firm offers a range of services including asset management, financial planning, qualified retirement plan sponsor and trustee services, and family office offerings, managing accounts using diverse strategies and platforms to meet client needs.

James Geddie is a financial advisor at First Command Advisory Services with nine years of industry experience. He holds the Series 66 designation and has been with First Command in various roles since 2016. 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 offers financial planning and multiple wrap-fee asset management programs managed by a centralized Investment Management Team using model portfolios and approved third-party managers.

Alexander Denney is a financial advisor with Eagle Strategies (New York Life) based in San Antonio, TX, holding Series 63 and Series 65 licenses with eight years of industry experience. His prior roles include positions at Prime Prosperity LLC and Atlas Retirement Strategies, and he is currently President-Elect of the Texas Exes San Antonio Chapter, where he assists in organizing volunteer events and scholarship fundraising. Denney is also involved in insurance brokering for non-registered products. Eagle Strategies serves a diverse client base including individual investors and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages a significant portion of assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Celeste Reyes Luna is a financial advisor with Sanctuary Advisors, LLC, holding a Series 66 designation and 25 years of industry experience. She has worked at UBS Financial Services Inc since 2009. 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 types and utilizes multiple sub-advisors and third-party model platforms to implement strategies.

Gary Farmer is a financial advisor with Transamerica Financial Advisors and holds a Series 63 designation. He has 35 years of industry experience, including roles at WealthWave, World Financial Group, and Transamerica Financial Advisors. Farmer is involved in sales of insurance and non-insurance products affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to individual investors, employer-sponsored plans, trusts, estates, charitable organizations, and businesses. The firm utilizes a model portfolio and third-party manager approach through multiple program platforms, managing approximately $1.7 billion in regulatory assets under management.

Scott Hiller is a CFP® and ChFC® with 26 years of experience in financial advising. He is currently with Schwab Wealth Advisory and has previously worked at USAA in various financial advisory roles. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering annual financial reviews, retirement planning, and investment recommendations. The firm operates within the Schwab ecosystem using standard asset allocation models and research tools, with final trading decisions made by clients.

Richard Law Jr. is a Series 65 licensed financial advisor with Integrity Alliance, LLC, based in San Antonio, TX, and has seven years of industry experience. Prior to joining Integrity Alliance in 2026, he worked at Regal Investment Advisors, LLC for seven years. Outside of advising, he is active as a soccer referee under the business Richard Law Sports Official. Integrity Alliance serves a broad client base including individual investors, corporations, and qualified retirement plans. The firm offers portfolio management, financial planning, and both wrap and non-wrap programs through a large advisor network managing over $5 billion in assets, utilizing various discretionary and model portfolio approaches.

Alison Flaum is a financial advisor with Eagle Strategies (NY Life) based in San Antonio, TX, holding the ChFC® and Series 63 credentials and bringing 28 years of industry experience. She has worked with ALISON since 2009 and has been affiliated with New York Life Insurance Company and Nylife Securities Inc. since 1997. Outside of her advisory role, she is an artist who sells her paintings locally and is a motivational and financial services industry speaker. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm offers multiple program types tailored to client and plan sponsor objectives, managing the majority of assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Martha Ortega is a financial advisor at Sanctuary Advisors, LLC with 10 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Merrill from 2007 to 2021 before joining Sanctuary Wealth in 2021. 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 types and utilizes sub-advisors and third-party platforms to implement strategies, supported by a large network of independent investment advisor representatives and affiliated broker-dealer services.