Deann Trees is a financial advisor with Citigroup Global Markets in San Antonio, TX, holding Series 63 and Series 65 licenses and 19 years of industry experience. She has been with Citigroup Global Markets since 2002. Outside of her advisory role, she sells diet supplements through a direct-selling business. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies with both discretionary and non-discretionary approaches and maintains significant institutional capabilities, including in-house research and market roles such as swap dealing and futures commission merchant services.

Samuel Grusendorf is a financial advisor at Commonwealth Financial Network with two years of industry experience. He holds a Series 66 credential and has worked at Commonwealth and I*FINANCIAL since 2021. Prior to his advisory roles, he was employed at Texas Tech University, Plains Bearing, Walmart, and Smithson Valley High School. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, offering a variety of advisory programs and services including wealth management and retirement plan consulting. The firm provides operations, trading, compliance, and practice-management support while allowing advisors discretion in portfolio construction.

Jack Rebolledo is a financial advisor with Eagle Strategies (NY Life) in San Antonio, TX, holding Series 63 and Series 66 licenses and five years of industry experience. Prior to joining Eagle Strategies, he served 23 years in the United States Army and has experience with the US Department of Defense. He is a board member of the Reel Warrior Foundation, a nonprofit that connects military veterans through fishing and hunting events and provides resources to veterans. Eagle Strategies serves a broad mix of individual and institutional clients, offering financial planning, investment management, and retirement-plan advisory services. The firm provides tailored recommendations through multiple program types and manages the vast majority of its regulatory assets on a non-discretionary basis.

Luke Knighten is a financial advisor with Eagle Strategies (New York Life) based in San Antonio, TX, holding Series 65 and Series 63 licenses with 13 years of industry experience. He has been affiliated with New York Life and its associated entities since 2013. Outside of his advisory role, he serves as president of North American Hunters for Heroes, a nonprofit organization supporting U.S. veterans through outdoor activities, and is an ordained minister performing marriage ceremonies. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base including individuals and institutions. The firm delivers tailored advice through multiple program types and operates primarily on a non-discretionary asset management model within an integrated New York Life affiliate structure.

Juan Castillo is a financial advisor at Citigroup Global Markets in San Antonio, TX, holding Series 63 and Series 65 licenses with 18 years of industry experience. He has been with Citigroup since 2017, following a one-year sabbatical in 2016–2017. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a wide range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs, supported by internal standards and oversight committees.

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) in San Antonio, TX. He holds Series 63 and Series 66 registrations and has three years of industry experience. Quintana’s background includes roles at Nylife Securities LLC, New York Life Insurance Company, and Catalyst Insurance and Financial Strategies LLC. He is involved with the Rotary Club of San Antonio as a fundraising lead and officer, supporting local and international causes. Eagle Strategies serves a diverse client base including individuals, institutional investors, and plan sponsors, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored solutions delivered through various program types and manages a majority of its assets on a non-discretionary basis.

Sitsofe Amesawu is a financial advisor with Citigroup Global Markets in San Antonio, TX, holding Series 65 and Series 63 credentials and 10 years of industry experience. She has been with Citigroup since 2014. Outside of her advisory role, Amesawu works as a delivery driver for DoorDash and participates in secret shopper assignments. Citigroup Global Markets serves individual and institutional clients, including high-net-worth and ultra-high-net-worth segments, offering a broad range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs and maintains extensive in-house research and 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.

Alejandro Gonzalez is a financial advisor with Citigroup Global Markets holding Series 63 and Series 65 licenses and three years of industry experience. He has worked at Citibank since 2020, following roles at Conns Home Plus, Sames Ford, and Compass Bank. Outside of his advisory work, he is employed as a retail sales associate at a consumer electronics store. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs including discretionary and non-discretionary multi-asset strategies. The firm combines large institutional scale with in-house research and specialized market roles, providing services such as broker-dealer execution, custody, and derivatives trading.

Rene Perez is a financial advisor with Sanctuary Advisors, LLC, based in San Antonio, TX, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. Sanctuary Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, charitable organizations, trusts, estates, and retirement plans. The firm offers customized investment programs through various account types and leverages a broad network of independent advisors and affiliated entities.

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 registrations and 19 years of industry experience. His prior roles include positions at Charles Schwab Bank, Charles Schwab, and USAA Financial Services. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, leveraging an integrated model that connects planning with Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and savings rates while serving a large participant base relative to its advisor headcount.

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 three years of industry experience. He 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 several wealth segments, offering a range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and maintains significant institutional scale with unique market roles and arrangements.

Paul Fernandez is a financial advisor at Voya Financial Advisors, Inc. with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Eagle Strategies (NY Life), Bridgeway Financial Inc., and Nationwide Investment Services Corporation. Outside of his advisory role, he is an owner of a non-income generating automotive business and serves as a board member for the Volunteer Services Council of the San Antonio State Supported Living Center, a nonprofit supporting residents with intellectual and developmental disabilities. Voya Financial Advisors, Inc. provides investment advisory, brokerage, financial planning, and retirement plan services to a diverse client base including individuals, charitable organizations, and corporations. The firm offers a range of adviser-led programs using model portfolios and manager-driven strategies, combining an advisory platform with an active broker-dealer distribution model and an extensive affiliate ecosystem.

Christine Morales is a financial advisor at Stratos Wealth Partners, Ltd with 23 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at LPL Financial, Young American Wealth Management, Wells Fargo Clearing, and Wells Fargo Advisors LLC. Morales also serves as a notary in Texas and provides administrative support to Stratos Wealth Partners. Stratos Wealth Partners offers advisory services to a diverse client base, including individual investors, trusts, charitable organizations, corporations, and institutional clients. The firm employs an open-architecture Strategic Wealth Management platform that supports both advisor-managed and model-based portfolios, emphasizing active monitoring and asset allocation across multiple custodians.

Jason Alvarado is a CFP® professional with nine years of experience in financial advisory roles. He currently works at CWM, LLC and Northwest Capital Management, having previously held positions at Morgan Stanley, Frost Bank, and other firms. Outside of finance, he was involved with Jay Alvarado Humidors for five years. CWM, LLC is an SEC-registered investment adviser serving a diverse client base including individuals, high-net-worth families, foundations, endowments, corporations, and institutions. The firm manages portfolios primarily on a discretionary basis using model portfolios overseen by an internal Investment Committee, combining fundamental and technical analysis with third-party sub-advisors and customization tools.

Courtney Connolly is a financial advisor at Rockefeller Financial LLC with 26 years of industry experience. She holds the Series 66 designation and has previously worked at Bank of America and Merrill Lynch. Rockefeller Financial LLC serves ultra-high and high-net-worth individuals, families, family offices, charities, corporations, and retirement plans, offering comprehensive wealth management, financial planning, portfolio management, and retirement plan consulting. The firm provides integrated services through affiliated trust and insurance entities, with a focus on customized asset-allocation strategies and access to alternative and private investments.