Sitsofe Amesawu is a financial advisor with Citigroup Global Markets, holding Series 65 and Series 63 licenses and having 10 years of industry experience. She has worked at Citigroup since 2014. Outside of her advisory role, she performs food delivery and secret shopper assignments in San Antonio, TX. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and execution services. The firm implements multi-asset, multi-manager strategies through discretionary and non-discretionary programs, leveraging extensive in-house research and unique market roles.

Francisco Hernandez is a financial advisor at Empower Advisory Group in San Antonio, TX, holding Series 63 and Series 65 licenses with five years of industry experience. His prior roles include positions at Empower Financial Services, Credit Human Federal Credit Union, CUSO Financial Services, and J.P. Morgan Securities LLC. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain retail brokerage clients, using an integrated model tied to Empower’s administrative platforms. The firm emphasizes long-term portfolio returns and savings rates in its planning, offering point-in-time plans and optional managed account solutions within a large client base.

Robert Smith is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. He has been with Citigroup since 2014. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering investment advisory programs, broker-dealer execution, custody services, and derivatives and futures trading. The firm employs multi-asset, multi-manager strategies through both discretionary and non-discretionary programs and operates with significant scale and distinctive market roles.

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.

Josalyn Madrigal is a financial advisor at Citigroup Global Markets with 9 years of industry experience. She holds Series 63 and Series 66 credentials and has been with Citigroup since 2014. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs alongside broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies with internal oversight and offers solutions for a diverse client base, including high-net-worth and ultra-high-net-worth individuals.

Bryan Pariseau is a financial advisor with Empower Advisory Group in San Antonio, TX, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. His prior roles include positions at Charles Schwab Bank, Charles Schwab, and USAA Financial Advisors. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain retail clients. The firm’s integrated approach links its advisory services with Empower’s recordkeeping and administrative platforms, emphasizing long-term portfolio returns and annual rebalancing.

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.

Avery Barrientez is a financial advisor at Citigroup Global Markets with a Series 66 designation and four years of industry experience. Avery has been with Citigroup since 2016 and previously worked at Macy's from 2013 to 2017. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies and combines large institutional scale with unique market roles such as operating as a swap dealer and futures commission merchant.

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.

Michael Britton is a financial advisor at Empower Advisory Group with seven years of industry experience. He holds a Series 66 designation and has previously worked at Charles Schwab & Co., Inc. 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 certain IRA and retail brokerage clients. The firm’s services integrate with Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

Christine Morales is a financial advisor with Stratos Wealth Partners, Ltd. She holds Series 63 and Series 65 licenses and has 24 years of industry experience. Her prior roles include positions at LPL Financial, Young American Wealth Management, and Wells Fargo Clearing. Morales is also a commissioned notary in Texas. Stratos Wealth Partners is an SEC-registered enterprise adviser with approximately 379 advisors and $18.6 billion in assets under management. The firm serves a diverse client base including individuals, retirement plans, corporations, nonprofits, and institutions, offering a range of investment management and financial planning services through an IAR-driven, open-architecture platform.

Jason Alvarado is a CFP® professional based in San Antonio, TX, with nine years of industry experience. He is currently with Carson Wealth and has worked previously at firms including Morgan Stanley, Frost Bank, Merrill, and Northwest Capital Management. Outside of financial advising, he was involved with Jay Alvarado Humidors from 2016 to 2021. Carson Wealth is an SEC-registered investment adviser managing approximately $50.6 billion through a network of over 650 advisors. The firm provides discretionary asset management, financial planning, and retirement plan services, offering model portfolios and customized solutions supported by an Investment Committee and integrations with major custodians and technology platforms.

Courtney Connolly is a financial advisor with Rockefeller Financial LLC in San Antonio, TX, holding a Series 66 designation and 27 years of industry experience. She has worked at Rockefeller Financial since 2021, and previously spent over two decades at Merrill Lynch and Bank of America. Rockefeller Financial LLC serves high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm provides discretionary and non-discretionary portfolio management, financial planning, and consulting, and operates as a registered broker-dealer offering a broad range of investment and placement services through an integrated, advisor-centric platform.

Christopher Vause is a financial advisor with First Command Advisory Services in San Antonio, TX, holding a Series 66 designation and nine years of industry experience. He has worked with multiple entities within First Command since 2016 and concurrently serves as Deputy Division G4 with the Texas Army National Guard. 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 wrap-fee asset management programs managed by a centralized Investment Management Team and Wealth Portfolio Managers.

Beatriz Gutierrez is a financial advisor with PNC Wealth Management in San Antonio, Texas. She holds a Series 66 designation and has four years of industry experience. Her prior roles include positions at BBVA Securities, BBVA Insurance Agency, Bbva Usa, and Branch Banking and Trust Bank. PNC Wealth Management offers retail brokerage and advisory services, including an invitation-only, model-based digital investment program for employees. The program uses algorithm-driven risk assessment and implements portfolio strategies through mutual funds and ETFs managed by PNC or third-party strategists.

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.

David Bonney is a Certified Financial Planner (CFP®) with over 30 years of industry experience. He has been affiliated with First Command Advisory Services since 2015 and has worked with First Command Financial Services, Inc. and First Command Financial Planning, Inc. since 1996. He 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, utilizing model portfolios managed by a centralized Investment Management Team and Wealth Portfolio Managers.

Judith Phu is a financial advisor at Citigroup Global Markets with six years of industry experience. She holds the Series 63 and Series 65 designations and previously worked at Victory Capital Services, Inc., Victory Capital Management, Inc., Money Concepts Capital Corp, and New York Life Insurance Co. Phu is the founder of Ministerio de Misericordia, a financial literacy program supporting individuals leaving abusive situations. Citigroup Global Markets serves individual and institutional clients across a range of wealth segments, offering multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs, along with broker-dealer execution and custody services.