Tobin Hoffmann is a financial advisor with Ameritas Advisory Services, LLC, holding CFP® and Series 63 designations and bringing 39 years of industry experience. He has been with Ameritas Advisory Services since 2021 and has a longstanding affiliation with Ameritas Life Insurance Corp. and Ameritas Investment Corp. since 2006. He is also president of Hoffman Financial Services, which he founded in 1979, and is a partner in a cattle-raising operation. Ameritas Advisory Services provides fee-based investment management, financial planning, and retirement-plan advisory services to individuals, corporations, and institutional clients. The firm offers a range of discretionary and non-discretionary programs and integrates its services with affiliated entities to serve a broad client base.

Ryan Van Emmerik is a CFP® professional with 11 years of industry experience, currently serving at Schwab Wealth Advisory. His prior roles include positions at USAA Financial Planning Services and USAA Investment Management Company. He is based in San Antonio, TX. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, utilizing Charles Schwab’s asset allocation models and research tools. The firm offers annual financial reviews and investment recommendations without discretionary trading authority, operating within the Schwab ecosystem.

Franklin Gould is a financial advisor with Empower Advisory Group in San Antonio, TX, holding Series 65 and Series 63 licenses and 18 years of industry experience. His prior roles include positions at Advised Assets Group, GWFS Equities, Capital Group - American Funds Distributors, FJY Financial, Unified Trust / American Trust, and Pentegra Retirement Services. Outside of finance, he is co-owner of Botanical Pug, a retail business selling CBD and essential oil products. Empower Advisory Group provides financial planning and investment management primarily for employer-sponsored retirement plan sponsors and their participants, as well as for Empower Premier IRA and retail brokerage account clients. The firm uses an integrated model aligned with Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and client savings rates.

Deryck Woods II is a financial advisor at D.A. Davidson & Co. with two years of industry experience and holds a Series 66 designation. Prior to joining D.A. Davidson, he worked at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individuals, charitable organizations, and corporate clients. The firm emphasizes fiduciary standards and offers a range of services such as ERISA retirement plan advisory, financial planning, and a Private Wealth program for high-net-worth clients.

Alexandra Almendarez is a Series 66-licensed financial advisor with two years of industry experience, currently affiliated with Commonwealth Financial Network and Dempsey Wealth Management, LLC. Her prior experience includes roles at Equitable Advisors, LLC and Robert Half. She is also involved in fixed insurance sales, dedicating a portion of her professional time to this activity. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and hundreds of thousands of clients. The firm offers a comprehensive adviser-support platform that includes managed-account programs, third-party asset manager access, retirement consulting, and custody services.

Aaron Holder is a CFP® with 16 years of industry experience, currently affiliated with GWN Securities Inc. in San Antonio, TX, where he has worked since 2016. He also holds insurance licenses and offers life, health, and fixed annuity insurance aligned with clients' financial goals. GWN Securities provides investment advisory and related services to individual and corporate clients through various managed account programs and financial planning offerings. The firm combines discretionary portfolio management with model-based allocations and permits representatives to select or replace sub-advisers, employing both traditional and tactical trading strategies.

Mark Menendez is a financial advisor with PNC Wealth Management, holding Series 63 and Series 66 credentials and bringing 20 years of industry experience. His prior roles include positions at BBVA Compass Insurance Agency, Bbva Wealth Solutions, Bbva Securities, and COMPASS Bank, all between 2014 and 2021. Outside of his advisory work, he is the owner of Prestige Worldwide Development LLC. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an online, discretionary model account available by invitation to employees. The firm employs algorithm-driven risk assessments to guide investment strategy and utilizes third-party managers for portfolio execution and proxy voting.

Patricia Lawyer is a financial advisor at Rockefeller Financial LLC with 30 years of industry experience. She holds Series 63 and Series 65 licenses and has held positions at Bank of America, N.A. and Merrill prior to joining Rockefeller Financial in 2021. 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, and operates as a registered broker-dealer providing securities transactions, variable insurance products, and investment banking services.

Gina Hughes is a financial advisor at Kestra Advisory with 11 years of industry experience. She holds a Series 66 designation and previously worked at Edward Jones for eight years before joining Kestra in 2022. Outside of her advisory work, she manages a short-term rental property in San Antonio. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad range of institutional and individual clients, including plan sponsors. The firm offers services such as fiduciary consulting, plan design, and employee education, and serves large institutional investors, including sovereign wealth funds.

Etienne Goods is a CFP® professional with 10 years of industry experience currently affiliated with GWN Securities Inc. in San Antonio, TX. He has held roles at Ameritas Investment Corp., CCF Investments, and Capital Choice Financial Services. In addition to his advisory work, Goods operates Goods Financial Services, LLC, where he is a licensed agent for life and health insurance as well as fixed and indexed annuities. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients with discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios. The firm offers a range of managed-account programs and model portfolios, including traditional and active strategies, and manages approximately $3.65 billion across more than 37,000 client accounts.

Jeffrey Doss is a financial advisor with Transamerica Financial Advisors in San Antonio, TX, holding Series 65 and Series 63 licenses and nine years of industry experience. He previously worked at Santa Fe Financial, LLC for three years before joining Transamerica Financial Advisors and World Financial Group in 2017. He is also involved with KP Property Ventures LLC. Transamerica Financial Advisors serves a broad client base including individual investors, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers a combination of advisory and broker-dealer services, utilizing proprietary and third-party model portfolios with both discretionary and non-discretionary program options.

Matthew Ure is a financial advisor at AE Wealth Management, LLC with 10 years of industry experience. He holds Series 66 and Series 63 licenses and has worked with Defense Retirement Systems, Anthony Capital LLC, and AE Wealth Management. Outside of his advisory role, he manages a family farm involved in agricultural product trading. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base including individuals, corporations, trusts, and ERISA plan sponsors. The firm emphasizes standardized model portfolios and discretionary asset management, serving over 127,000 clients through a platform-focused approach.

James Augustine is a Series 66-licensed financial advisor with 27 years of experience. He has worked at Rockefeller Financial LLC since 2021 and previously spent 17 years at UBS Financial Services. Augustine is based in San Antonio, TX. 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 provides discretionary and non-discretionary portfolio management, financial planning, and consulting, operating uniquely as a registered broker-dealer with capabilities in securities transactions, variable insurance products, placement, and investment banking services.

Kaley Morgan is a financial advisor with SPC in San Antonio, TX, holding a Series 66 designation and three years of industry experience. She has been with SPC and Parkland Securities, LLC since 2023. In addition to her advisory role, she conducts retirement seminars for U.S. federal government employees and provides holistic retirement and financial services including life insurance and fixed products. SPC serves a diverse client base including individual investors, charitable organizations, corporations, and employer-sponsored retirement plans. The firm offers portfolio management, financial planning, and ERISA-related retirement services through a large network of advisers, employing discretionary management strategies alongside nondiscretionary and direct-at-fund options.

Jeanine Payne is a CFP® with 16 years of industry experience, currently serving as a financial advisor at Sanctuary Advisors, LLC since 2025. She was previously self-employed from 2015 to 2020 and has been affiliated with Sanctuary Securities, Inc. since 2020. 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 a network of over 400 independent advisors who deliver advice using a range of analytical approaches and manage accounts on both discretionary and non-discretionary bases.

John Young is a CFP® with 17 years of experience in the financial industry. He currently works at Stratos Wealth Partners, Ltd and has previously held roles at Wells Fargo Clearing and Wells Fargo Advisors. Young serves on the Investment Committee for the New Braunfels Community Foundation. Stratos Wealth Partners provides advisory services to a broad client base, including individual investors, trusts, charitable organizations, corporations, retirement plans, and institutional clients. The firm offers an open-architecture Strategic Wealth Management platform that supports both advisor-managed and model-based portfolios, with active asset allocation and access to multiple custodians and sub-advisors.

Peter Perez is a financial advisor with Primerica Advisors in San Antonio, TX, holding Series 63 and Series 65 licenses. He has three years of industry experience, including prior roles at Guardian Life Insurance Company, Principal Funds Distributor, and New York Life Insurance Co. Outside of finance, he was involved with AA Rated Lawn and Haus. Primerica Advisors operates as part of a large enterprise serving a broad retail client base with both brokerage and advisory services, offering multiple proprietary and third-party investment programs along with financial planning and consulting solutions.

Isidoro Korngold is a financial advisor at Corient with 37 years of industry experience. He has held positions at Intercontinental Wealth Advisors LLC and related entities for over three decades before joining Corient in 2023. Korngold manages a family partnership investment portfolio and serves as a general partner at WMS GP, LLC, providing wealth advice. Corient offers investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, and charitable organizations. The firm uses a goals-based, team investment approach combining in-house strategies with third-party manager solutions, incorporating risk management tools and alternative investments where appropriate.

Patrick Marshall is a financial advisor with First Command Advisory Services in Universal City, TX. He holds Series 65 and Series 63 licenses and has five years of industry experience. Prior to his financial advisory career, he served in the US Marine Corps for 26 years. He has no other notable outside business activities. 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 managed through a centralized Investment Management Team and Wealth Portfolio Managers.

Stephen Arndt is a financial advisor at Empower Advisory Group in San Antonio, TX, holding Series 66 and Series 63 licenses with 11 years of industry experience. His prior work includes roles at JPMorgan Chase Bank, Citi Bank, Tata Consultancy Service, and Transamerica Capital Inc. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, using an integrated model connected to Empower’s recordkeeping and administrative platforms. The firm’s approach emphasizes long-term portfolio returns, annual rebalancing, and client savings rates through point-in-time financial plans and optional managed account solutions.