Aaron Davila is a financial advisor at OSAIC Institutions, INC. with three years of industry experience. He holds a Series 66 designation and has worked at Infinex Investments, AFFCU, and L.K. Jordan & Associates. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of adviser representatives. The firm provides customized advisory services, financial planning, ERISA plan services, and access to alternative investments, operating with a hybrid adviser/broker-dealer structure.

Charles Maddox is a financial advisor with Empower Advisory Group in San Antonio, TX. He holds Series 66 and Series 63 licenses and has one year of industry experience. His prior roles include positions at Empower Financial Services, Amcap Mortgage, Nationwide Insurance, and several banking institutions. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain retail clients. The firm integrates its services with Empower’s recordkeeping and administrative platforms and offers point-in-time financial plans alongside optional managed account solutions.

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.

Roxiane Kerns is a financial advisor with Rockefeller Financial LLC, holding a Series 66 designation and 29 years of industry experience. She previously worked at Merrill and Merrill Lynch from 1984 to 2021. Since 2021, she has been with Rockefeller Financial LLC in Dallas, TX. Rockefeller Financial LLC serves ultra-high and high-net-worth individuals, families, family offices, charities, corporations, and retirement plans, providing wealth management, financial planning, portfolio management, and retirement plan consulting. The firm offers integrated services through affiliated trust and insurance entities, brokerage, and placement capabilities, with a focus on customized asset-allocation frameworks and access to alternative and private investments.

Kenneth Michaud is a CFP® professional with 29 years of industry experience, currently serving with First Command Advisory Services. His prior experience includes roles at Frost Investment Services, Broadway Wealth Solutions, Broadway Bank, and USAA Investment Management Company. Michaud is based in San Antonio, TX. First Command Advisory Services is an SEC-registered investment adviser focused on individuals, corporate, and charitable clients, with a particular emphasis on active-duty service members and their families. The firm provides financial planning and multiple wrap-fee asset management programs featuring model portfolios constructed and monitored by a centralized Investment Management Team.

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 bringing 26 years of industry experience. He has been with VOYA Financial Advisors since 2014 and has operated Barheart Ranch since 2005. Boehmer also serves as a board member of Grace Redemption Community Church, a nonprofit organization assisting homeless and disadvantaged individuals in the San Antonio area. VOYA Financial Advisors, Inc. offers investment advisory, brokerage, financial planning, and retirement plan services to a diverse client base, including individuals, charitable organizations, corporations, and plan sponsors. The firm combines an advisory platform with an active broker-dealer distribution model and provides a range of model portfolios and manager-driven investment solutions.

Bradford Hardy is a CFP® professional with 12 years of industry experience, currently serving as a financial advisor at Corient. His prior experience includes roles at Capital Advisors, Inc., Fidelity Investments, TIAA CREF, TD Ameritrade, and Scottrade. Outside of his advisory work, he owns and manages a short-term vacation rental business in San Antonio, Texas. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, and corporate entities. The firm employs a goals-based, team investment approach combining in-house strategies with third-party solutions and incorporates risk management tools and alternative investments where appropriate.

Christina Rodriguez is a financial advisor at Empower Advisory Group with 13 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Citigroup, Progressive Insurance, Victory Capital Advisers, and J.P. Morgan Securities. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and certain 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.

Douglas Tabor is a financial advisor with Independent Financial Partners in San Antonio, TX, holding a Series 63 designation and 37 years of industry experience. His prior roles include positions at Raymond James Financial Services and Concert Wealth Management. He is also involved as an owner of Texas United Wealth Management. 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 serving thousands of clients and provides both individualized investment strategies and formal retirement-plan advisory services.

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 bringing 42 years of industry experience. She has been with VOYA Financial Advisors since 2014. Outside of her advisory role, she is an independent insurance agent and serves as power of attorney for her parents, overseeing their medical and financial matters. VOYA Financial Advisors, Inc. offers investment advisory, brokerage, financial planning, and retirement plan services to a diverse client base that includes individuals, charitable organizations, corporations, and plan sponsors. The firm utilizes a combination of model portfolios and manager-driven investment strategies, providing both discretionary and predominantly non-discretionary investment management programs.

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.

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.

Sean Collins is a financial advisor with Creative Planning in San Antonio, TX, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His prior roles include positions at USAA Financial Planning Services and USAA Investment Services Company. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning–led investment process emphasizing low-cost indexing and buy-and-hold strategies, supplemented by specialized approaches such as direct indexing and tax-loss harvesting.

Joseph Rodriguez is a CFP® with 31 years of industry experience, currently serving as a financial advisor at Transamerica Financial Advisors since 2012. He has also been associated with World Financial Group since 2005 and founded Rodriguez Holland & Co in 1981. Outside of advising, he is involved in the sales of insurance and non-insurance products affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base including individuals, employer-sponsored plans, trusts, and charitable organizations. The firm utilizes a model portfolio and third-party manager approach through multiple platforms such as Transamerica ONE and TFA365, managing approximately $1.7 billion in regulatory assets under management.