Brian Thedford is a financial advisor at Transamerica Retirement Advisors, LLC with 11 years of industry experience. He holds a Series 66 designation and has worked previously at Charles Schwab and Co., Inc., Fidelity Personal and Workplace Advisors, and Fidelity Brokerage Services LLC. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through managed and advisory programs that focus on asset allocation, contribution guidance, and retirement planning. The firm uses proprietary technology from Morningstar Investment Management to tailor portfolio construction and provides services primarily on a non-discretionary basis.

Zachary Mc Cown is a CFP® with nine years of industry experience, currently serving at Steward Partners Investment Advisory, LLC. His prior roles include positions at Raymond James and Associates and Edward Jones. He also has a background outside finance in the hospitality industry with Cotton Patch Cafe and in education at Tarleton State University. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in assets. The firm serves a diverse client base including individuals, retirement plans, corporations, trusts, and charitable organizations, offering a range of portfolio management and financial planning services through both proprietary and third-party solutions.

Jenifer Yi is a financial advisor with Eagle Strategies (NY Life) in Boerne, TX, holding the ChFC® designation and a Series 63 license. She has 10 years of industry experience, including roles at Eagle Strategies LLC and New York Life Insurance Co. since 2016. Yi serves as a board member of All Nations Church, participating in decision-making for church plans and activities. Eagle Strategies serves a diverse client base, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm offers multiple program types tailored to client objectives, working extensively with individual investors, institutional sponsors, and plan fiduciaries.

Sidney Frith is a Series 66-licensed financial advisor with three years of industry experience, currently affiliated with First Command Advisory Services. Prior to his advisory roles, he served in the United States Air Force for 20 years. He is the owner of S J Wealth, LLC, a business formed to support his advisor activities at First Command. 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 managed through a centralized Investment Management Team and Wealth Portfolio Managers.

Matthew Donaghue is a CFP® professional with 21 years of industry experience, currently serving as a financial advisor at Kestra Advisory. His prior experience includes roles at Cetera and Foresters Financial Services. Outside of advisory work, he is a managing member and agent at Mission Insurance Planners, LLC, where he sells fixed life, health, disability, long-term care, and annuity products, and he serves as an instructor for CLTC training courses. Kestra Advisory provides investment advisory and retirement-plan consulting services to plan sponsors and a diverse range of institutional and individual clients. The firm offers fiduciary consulting, plan design, employee education, and access to multiple management platforms and third-party solutions.

Christine Pilgrim is a financial advisor with Eagle Strategies (NY Life) based in San Antonio, TX. She holds a Series 66 designation and has six years of industry experience. Ms. Pilgrim has been affiliated with Eagle Strategies since 2022 and has extensive tenure with New York Life Insurance Company and NYLIFE Securities LLC dating back to 1998. Outside of her advisory work, she is also an author of a religious and spiritual book scheduled for publication in 2025. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm focuses on tailored recommendations and emphasizes non-discretionary management across its advisory accounts, working with both retail and institutional investors within an integrated New York Life affiliate structure.

Hannah McArthur is a Series 66-licensed financial advisor with nine years of industry experience. She is currently affiliated with First Command Advisory Services and has been involved with First Command Insurance Services and Advisor Services since 2015. Outside of her advisory role, she owns and manages a tax preparation business and holds ownership positions in several real estate LLCs. 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 that selects model portfolios and third-party managers under discretionary authority.

Gary Boehmer is a financial advisor with VOYA Financial Advisors, Inc. in San Antonio, TX, holding Series 63 and Series 66 licenses and 26 years of industry experience. He has been with VOYA since 2014 and has operated Barheart Ranch since 2005. Outside of his advisory role, he serves as a board member for Grace Redemption Community Church, a nonprofit that assists homeless and disadvantaged individuals in San Antonio. VOYA Financial Advisors, Inc. serves individual and institutional clients, including retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm offers financial planning, portfolio management, and various advisory programs, primarily operating through non-discretionary client relationships.

Paul Carr is a financial advisor with SPC in Boerne, TX, holding Series 63 and Series 65 licenses and possessing 40 years of industry experience. He has worked at Sigma Financial Corporation since 2008 and spent 23 years at Pohl & Associates prior to that. Outside of advising, he owns Carr Financial and has experience in insurance sales. SPC provides investment management, financial planning, and retirement-plan advisory services to a diverse client base that includes individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm supports a large network of advisors, delivering tailored and discretionary investment advice primarily through the SIGMA Managed Account and other programs, with custody and execution services provided through Fidelity/NFS.

Douglas Tabor is a financial advisor at Independent Financial Partners with 37 years of industry experience. He holds a Series 63 designation and has worked at several firms, including Raymond James Financial Services and Concert Wealth Management. Outside his advisory roles, he owns Texas United Wealth Management, where he provides financial services and recruits advisors. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm supports a multi-advisor platform with a notable focus on retirement-plan advisory, pension consulting, and written compliance processes for Department of Labor rollover guidance.

John Stults is a Series 66 licensed financial advisor with Ameritas Advisory Services, LLC, based in San Antonio, TX, with 26 years of industry experience. He has held roles at several firms, including Ameritas Investment Corp and Granite Financial Solutions, LLC. Outside of advisory work, he serves as secretary of the Blanco Chamber of Commerce and is licensed as an independent insurance agent specializing in fixed insurance products. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm offers fee-based asset management, retirement-plan advisory, and fiduciary consulting, utilizing model portfolios, third-party sub-advisers, and custom strategies.

John Cervantes is a CFA® charterholder with 17 years of industry experience. He currently serves at Prime Capital Financial and has prior experience at Bank of America, Merrill, and Texas Capital Bank. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans with services including asset management, financial planning, and qualified retirement plan sponsor and trustee services. The firm employs a variety of investment strategies and offers family office services alongside an affiliated accounting subsidiary providing tax planning and financial administration.

Kelly Card is a financial advisor with VOYA Financial Advisors, Inc. in San Antonio, TX, holding a Series 63 designation and 43 years of industry experience. She has been with VOYA Financial Advisors since 2014. Outside of her advisory role, Kelly operates as an independent insurance agent and serves as power of attorney for her parents, overseeing their medical and financial matters. VOYA Financial Advisors, Inc. serves a broad range of individual and institutional clients, offering services such as financial planning, portfolio management, and plan-sponsor consulting. The firm emphasizes recommendation-based advice, primarily through non-discretionary arrangements, and operates both as an SEC-registered investment adviser and a broker-dealer.

Kirk Bergin is a financial advisor with J.W. Cole Advisors, Inc. and holds Series 63 and Series 65 licenses. He has 15 years of industry experience and has operated Bergin Wealth Management LLC since 2010. Bergin also owns Bergin Investment Management, LLC and serves as CEO and agent of Bergin Financial Group, Inc., which focuses on life insurance, fixed annuity, and long-term care insurance sales. J.W. Cole Advisors is an SEC-registered firm serving individuals, charities, corporations, and retirement plans through a network of over 400 independent investment adviser representatives. The firm offers portfolio management, fee-based financial planning, and access to third-party managers, with investment decisions implemented on a discretionary or non-discretionary basis.

Soha Dessouky is a financial advisor at Creative Planning with four years of industry experience and holds Series 63 and Series 65 designations. Prior to joining Creative Planning, Soha worked at Kestra Investment Services and Purshe Kaplan Sterling Investments. Outside of finance, Soha works as a fitness instructor, leading boxing classes at Title Boxing Club. Creative Planning provides wealth management and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension plans, and corporations. The firm emphasizes a financial-planning-led investment approach that incorporates low-cost indexing, buy-and-hold strategies, and selective private market exposure.

Justin Blauvelt is a financial advisor at First Command Advisory Services in San Antonio, TX, holding a Series 66 designation with three years of industry experience. His prior roles include positions at First Command Insurance Services, First Command Brokerage Services, Tatonduk Outfitters Ltd., and Scoobeez, Inc. 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 various wrap-fee asset management programs, managing portfolios through a centralized Investment Management Team and Wealth Portfolio Managers who select approved third-party managers.

Ronald Mclane Sr. is a financial advisor with Centaurus Financial, Inc. in San Antonio, TX, holding over 51 years of industry experience. He has worked with Centaurus since 2020 and previously served at FSC Securities Corporation for 11 years. Outside of his advisory role, he is involved with a military charity organization, Wish for Our Heroes. 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 financial planning, portfolio management, and specialized advisory services through various platforms and employs both discretionary and non-discretionary investment arrangements.

Richard Barkley is a financial advisor at Prime Capital Financial with nine years of industry experience. He holds Series 66 and Series 63 licenses and has been with Prime Capital Investment Advisors since 2018. Barkley also serves as president of Benchmark Business Consulting, where he prepares business valuations. Prime Capital Financial is an SEC-registered firm serving individuals, trusts, corporations, and retirement plans with services including asset management, financial planning, qualified retirement plan services, and family office offerings. The firm employs a range of investment strategies and provides integrated tax and family office services through affiliated subsidiaries.

Kristin Carlton is a CFP® with 16 years of industry experience, currently serving as a financial advisor at Savant Wealth Management. Prior to joining Savant in 2026, she spent a combined ten years at Exencial Wealth Advisors, where she remains an equity partner. She serves on the board of the San Antonio Estate Planner Council in an unpaid role. Savant Wealth Management provides comprehensive wealth management, financial planning, and related services to individuals, families, institutions, and high-net-worth clients. The firm combines evidence-based asset allocation with actively managed strategies and maintains integrated accounting, legal, and trust services through affiliated entities.

Eric Nothstein is a Series 66 credentialed financial advisor with 18 years of industry experience. He has worked at Sanctuary Advisors LLC and Sanctuary Securities, Inc. since 2021 and previously spent five years at UBS. 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. The firm supports its network of over 400 independent investment adviser representatives with a variety of portfolio management options and employs multiple analytical approaches while acting as a fiduciary under written advisory agreements.