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.

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.

Chloe Tramontano is a financial advisor at Rockefeller Financial LLC with a Series 66 designation and one year of industry experience. Her prior roles include positions at Mondrian Investment Partners, Glenmede Trust Company, and Penn Capital Management. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers discretionary and non-discretionary portfolio management, financial planning, and consulting, while also operating as a registered broker-dealer with capabilities in securities transactions, variable insurance products, and placement and investment banking services.

Michael Tramontano is a financial advisor with Rockefeller Financial LLC, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His prior experience includes roles at Bank of America, N.A. and Merrill. Rockefeller Financial LLC serves ultra-high and high-net-worth individuals, families, family offices, charities, corporations, and retirement plans by providing wealth management, financial planning, portfolio management, and retirement plan consulting through integrated trust, insurance, and brokerage services. The firm emphasizes personalized advisory relationships and access to alternative and private investments within its Rockefeller Global Family Office platform.

Robert Echavarria is a financial advisor with Rockefeller Financial LLC in Dallas, TX, holding a Series 66 designation and 25 years of industry experience. He has previously worked at Bank of America, N.A. and Merrill for nine years before joining Rockefeller Financial in 2021. Rockefeller Financial LLC serves ultra-high and high-net-worth individuals, families, family offices, charities, corporations, and retirement plans, offering wealth management, financial planning, portfolio management, and retirement plan consulting. The firm combines wealth, trust, and insurance services within its Rockefeller Global Family Office platform and provides access to alternative and private investments, acting as a placement agent and distributor for private funds.

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.

Charles E Hoffman Jr. Jr. is a financial advisor with Rockefeller Financial LLC in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He worked at UBS Financial Services from 2013 to 2021 before joining Rockefeller Financial in 2021. Rockefeller Financial LLC serves ultra-high and high-net-worth individuals, families, family offices, charities, corporations, and retirement plans, offering wealth management, financial planning, portfolio management, and retirement plan consulting. The firm integrates wealth, trust, and insurance services and provides access to alternative and private investments through a range of in-house and third-party managers.

Marie Goforth Albarian is a financial advisor with Centaurus Financial, Inc. in San Antonio, TX. She holds the ChFC® and Series 63 designations and has 42 years of industry experience. Her prior work includes positions at Capital Financial Services, Inc. and managing MG Financial Strategies, Inc., a marketing and branding business she owns. Centaurus Financial, Inc. provides advisory and brokerage services to a broad range of clients including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers financial planning, portfolio management, retirement-plan consulting, and specialized advisory services through a variety of discretionary and non-discretionary arrangements.

Nahid Karimjee is a financial advisor with OSAIC Institutions, INC. based in San Antonio, TX, 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 his advisory work, he is a private owner of a rental property. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans by offering advisory and brokerage services through customized engagements, financial planning, ERISA plan services, and access to alternative investments. The firm provides both advisory and brokerage solutions primarily via its network of investment adviser representatives, employing various analytical methods and third-party due diligence, with a notable focus on non-discretionary assets.

Elmer Martin is a financial advisor with Rockefeller Financial LLC based in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. Prior to joining Rockefeller Financial in 2021, he worked at Bank of America, N.A. for 10 years and Merrill for 34 years. Rockefeller Financial LLC serves ultra-high and high-net-worth individuals, families, family offices, charities, corporations, and retirement plans with wealth management, financial planning, and portfolio management services. The firm offers integrated wealth, trust, and insurance solutions and provides access to alternative and private investments through a designated Private Advisor model.

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.

Patrick Dempsey is a CFP® with 33 years of industry experience, currently serving at Commonwealth Financial Network since 2005. He holds Series 63 and Series 65 licenses and operates Dempsey Wealth Management LLC, a business involved in securities and insurance activities. Commonwealth Financial Network supports a national network of approximately 2,950 advisors by providing back-office operations, technology, investment management, and compliance services. The firm offers various advisory programs and discretionary model portfolios, enabling advisors to construct client portfolios with a broad range of securities and insurance products.

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.

Brett Daniels is a financial advisor at Rockefeller Financial LLC with 15 years of industry experience. He holds the Series 66 designation and previously worked at Bank of America, N.A. and Merrill. Rockefeller Financial LLC serves ultra-high and high-net-worth individuals, families, family offices, charities, corporations, and retirement plans by providing wealth management, financial planning, portfolio management, and retirement plan consulting. The firm offers integrated services through affiliated trust and insurance entities, as well as brokerage and placement capabilities.

Jonathan Klug is a financial advisor with Sanctuary Advisors, LLC in San Antonio, TX, holding a Series 66 credential and 18 years of industry experience. His prior work includes roles at Bank of America and Merrill Lynch. He 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 provides investment advisory and financial planning services to individuals, corporations, charitable organizations, and retirement plans. The firm offers customized investment programs through various account types and utilizes sub-advisors and third-party platforms to implement diverse investment strategies.

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.

Nathan Quinlan is a financial advisor at First Command Advisory Services with two years of industry experience. He holds Series 65 and Series 63 licenses and previously served in the United States Air Force for 22 years. Quinlan has worked with various First Command entities since 2023. 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, managing portfolios through a centralized Investment Management Team and Wealth Portfolio Managers who select from approved mutual funds, ETFs, and third-party managers.

Alfredo Larosa is a financial advisor at Corient with 34 years of industry experience. He holds a Series 63 designation and has worked previously at Intercontinental Wealth Advisors LLC and Intercontinental Asset Management Group, Ltd. Larosa is based in San Antonio, TX. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, pension and profit-sharing plans, charitable organizations, and corporations. The firm employs a goals-based, team investment approach that integrates in-house strategies with third-party managers and uses risk management tools to align portfolios with client objectives.

Kelly O’Day is a financial advisor at First Command Advisory Services with nine years of industry experience. He has worked at various entities within the First Command organization since 2016 and served in the US Navy from 2011 to 2017. Outside of advising, he holds a landlord role at 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 multiple wrap-fee asset management programs utilizing model portfolios managed by an internal Investment Management Team.