Kevin Martin is a CFP® professional with four years of industry experience, currently serving as a financial advisor at Mariner since 2025. Prior to joining Mariner, he worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. from 2022 to 2025. Mariner serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations through investment management, financial planning, and retirement plan consulting. The firm combines in-house research with third-party managers to implement customized portfolios and offers integrated tax and accounting services alongside traditional portfolio management.

David Jernigan is a financial advisor with Goldman Sachs Wealth Services, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has worked at Ayco/Goldman Sachs & Co. LLC since 2021 and was previously with The AYCO Company, L.P./Mercer Allied for 15 years. Goldman Sachs Wealth Services offers financial planning, investment management, and advisory support to a diverse client base, including individuals, high-net-worth households, and institutional clients. The firm utilizes centralized investment resources and integrates a variety of affiliated services to deliver tailored wealth management solutions.

James Quintana is a financial advisor with Eagle Strategies (NY Life) based in San Antonio, TX. He holds Series 63 and Series 66 credentials and has four years of industry experience. Quintana previously worked at New York Life Insurance Company and Nylife Securities LLC. Outside of his advisory role, he is involved with the Rotary Club of San Antonio, serving as a fundraising lead and officer. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base, including individuals, defined contribution and benefit plans, and charitable and corporate clients. The firm delivers tailored advice through multiple program types, with a focus on non-discretionary asset management and integrated insurance and annuity product solutions.

Joshua Tanner is a financial advisor at TIAA-CREF with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Charles Schwab, Vanguard Advisers, and in marketing roles. Outside of finance, he has operated a small local business selling garden plant starters. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals and entities, often those with prior employer retirement plan relationships. The firm offers both point-in-time planning and ongoing portfolio management through model and customized portfolios, acting as adviser to a donor-advised fund and operating within a vertically integrated group that uses affiliated funds.

Rene Perez is a financial advisor with Sanctuary Advisors, LLC in San Antonio, TX, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. His prior positions include roles at Wells Fargo Clearing, Wells Fargo Investments, LLC, and Banc of America Investment Services, Inc. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, trusts, and charitable organizations. The firm supports more than 400 independent investment adviser representatives who offer a range of portfolio management and consulting services using multiple investment approaches and third-party platforms.

Laura Ortega is a CFP® with six years of industry experience, currently serving as a financial advisor at Creative Planning. Her prior experience includes roles at Charles Schwab Bank and First National Bank of Omaha. Creative Planning is an enterprise firm managing approximately $217 billion in client assets, providing investment advisory and financial planning services to a diverse client base including individuals, corporations, foundations, trusts, and retirement plans. The firm employs a financial planning–led investment process emphasizing low-cost indexing and buy-and-hold strategies, supported by a broad range of affiliated non-investment businesses such as an affiliated law firm and trust company.

Altaf Safri is a financial advisor with Eagle Strategies (NY Life) based in San Antonio, TX, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He has worked at Eagle Strategies since 2019 and has also been associated with Nylife Securities LLC and New York Life Insurance Co since 2010. Outside of advising, he owns Team Auto Investment Inc., an auto dealership, and is involved in a family real estate investment business managed by his wife. 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 advice through various program types and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Ricky Gonzales is a financial advisor with Eagle Strategies (NY Life) in New Braunfels, TX, holding Series 63 and Series 66 credentials and 14 years of industry experience. His prior roles include positions at Thrivent Investment Management Inc, NYLIFE Securities LLC, and New York Life Insurance Company. Outside of finance, he works as a hunting guide, assisting clients with tracking and harvesting game. Eagle Strategies serves a diverse client base including individual and institutional investors, offering financial planning, investment management, and retirement-plan advisory services. The firm provides tailored solutions through multiple program types and primarily manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Paul Fernandez is a financial advisor with Voya Financial Advisors, Inc. in San Antonio, TX, holding Series 63 and Series 65 credentials and bringing 20 years of industry experience. His prior roles include positions at Eagle Strategies, Bridgeway Financial, NYLIFE Securities, and New York Life Insurance. Outside of advising, he owns a non-income-generating automotive business and serves as a board member for a nonprofit organization supporting residents with intellectual and developmental disabilities. Voya Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate offering financial planning, portfolio management, and retirement services to individuals, institutions, and organizations. The firm combines in-house and third-party strategies with technology-based tools to manage accounts primarily on a non-discretionary basis while also providing discretionary portfolio management options.

Anne Buck is a financial advisor at Kestra Advisory with 35 years of industry experience. She holds the Chartered Financial Consultant (ChFC®) designation along with Series 63 and Series 65 licenses. Prior to joining Kestra Advisory, she spent a decade with Securities America Advisors, Inc. Buck is involved in several business activities outside her advisory role, including serving as managing member of a legal services LLC and participating in real estate and cattle leasing ventures. Kestra Advisory provides investment advisory and retirement plan consulting services to a diverse client base, including plan sponsors and institutional and individual investors. The firm offers fiduciary consulting, plan design, compliance testing, and investment advice supported by due diligence, serving a range of clients from individuals to sovereign wealth funds.

Courtney Turnage is a financial advisor with GWN Securities Inc. in Garden Ridge, TX, holding Series 63 and Series 65 credentials and with 20 years of industry experience. She has been with GWN Securities since 2014 and has been self-employed since 2004. Turnage is also the owner of Turnage Wealth Management, LLC, an investment planning firm, and serves as chapter president and speaker for the Society for Financial Awareness, a nonprofit focused on financial education. GWN Securities provides investment advisory and related services to individual and corporate clients through various managed account programs and financial planning services. The firm employs a mix of sub-advisers and model-based allocations grounded in asset allocation and Modern Portfolio Theory, and is known for its use of market-timing and momentum-based strategies in legacy programs.

Richard Longoria II is a CFP® and ChFC® with 12 years of experience in financial advising. He has been with VOYA Financial Advisors, Inc. since 2014 and previously worked at RJG Retirement Services, LLC. In addition to his advisory role, he is an independent insurance agent specializing in fixed insurance products. VOYA Financial Advisors, Inc. is an enterprise-scale advisory firm that serves individuals—including high-net-worth clients—pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers financial planning, portfolio management, unified managed accounts, and retirement advisory services, combining in-house and external strategists with technology-enabled tools to implement client strategies primarily on a non-discretionary basis.

Robert Quiroga is a financial advisor with Eagle Strategies (NY Life) in San Antonio, Texas, holding Series 63 and Series 66 registrations and possessing 10 years of industry experience. His career includes roles at Eagle Strategies LLC, Q Financial, LLC, Nylife Securities LLC, and New York Life Insurance Company. He also has 16 years of experience with the San Antonio Talons. 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 a variety of advisory programs, emphasizing tailored recommendations and primarily managing assets on a non-discretionary basis.

Joseph Schuetze is a financial advisor at Sanctuary Advisors, LLC with 24 years of industry experience. He holds a Series 66 designation and has previously worked at PAX Financial Group, LLC and Financial LLC (formerly LINSCO/Private Ledger). Sanctuary Advisors, LLC provides investment advisory and financial planning services to a broad range of clients, including individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm supports over 400 independent investment adviser representatives and offers portfolio management, retirement plan consulting, and access to various investment strategies through discretionary or non-discretionary account management.

Cindy Crow is a financial advisor at First Command Advisory Services with 15 years of industry experience. She holds Series 63 and Series 65 licenses and has been with First Command in various related roles since 2012. She is based in San Antonio, TX. 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, delivering investment management through a centralized team that selects model portfolios and third-party managers from approved lists.

Konrad Kuykendall is a financial advisor with Independent Financial Partners in San Antonio, TX, holding a Series 66 designation and 23 years of industry experience. He has worked with IFP Securities, LLC since 2019 and with Independent Financial Partners since 2016, including a prior role at LPL Financial. Outside of advising, Kuykendall serves as a board member of the LARK Family Foundation, a charitable giving organization. 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 providing both discretionary and non-discretionary account management, with notable expertise in retirement-plan advisory and pension consulting services.

Kurt Steves is a financial advisor at Luther King Capital Management Corporation with 21 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at several firms including TCBI Securities, Texas Capital Bank, Suntrust Robinson Humphrey, Fifth Third Securities, and J.P. Morgan Securities Inc. Luther King Capital Management Corporation serves a diverse client base including individuals, trusts, foundations, pension plans, government entities, and registered investment companies. The firm offers a range of investment services such as separately managed portfolios, sub-advisory and model portfolio services, and financial planning, with an investment approach grounded in fundamental, bottom-up analysis across various asset classes.

Michael Chase Jr. is a CFP® professional at Mariner with seven years of industry experience. He has been with Mariner since 2016. Mariner serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and private funds through investment management, financial planning, retirement consulting, and tax services. The firm offers customized discretionary portfolios supported by an Investment Committee and combines in-house research with third-party managers, along with integrated tax and accounting services.

Eric Rodriguez is a financial advisor with PNC Wealth Management in San Antonio, TX, holding Series 63 and Series 66 designations and bringing 20 years of industry experience. His career includes roles at BBVA Wealth Solutions, BBVA Securities, COMPASS Bank, and BBVA Compass Insurance Agency. PNC Wealth Management offers retail brokerage and advisory services through model-based investment programs, including a discretionary digital portfolio solution currently in an employee-only pilot phase. The firm uses algorithmic tools for risk assessment and relies on third-party managers for portfolio implementation and oversight.

Robert Armendariz III is a financial advisor with Eagle Strategies (NY Life) based in San Antonio, TX. He holds Series 63 and Series 65 licenses and has nine years of industry experience. He has worked with New York Life Insurance Company since 2016 and currently operates Presidio Wealth Strategies, brokering non-registered insurance products alongside his advisory role. Eagle Strategies serves a diverse client base including individuals, institutional investors, and retirement plans, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and primarily manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.