Jose Nunez is a financial advisor with First Command Advisory Services, holding Series 63 and Series 65 credentials and one year of industry experience. Prior to joining First Command, he served 22 years in the U.S. Army. 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 provides financial planning and multiple wrap-fee asset management programs, delivering investment management through a centralized team that selects and monitors model portfolios and third-party managers from approved lists.

John Frakes is a financial advisor with Sanctuary Advisors, LLC in San Antonio, TX, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with UBS Financial Services Inc. since 2009. Outside of his advisory role, he is involved in various business ventures including co-ownership of an event center and participation in a wholesale sanitation wipes company, as well as serving on the advisory committee of a local educational fund supporting people experiencing homelessness. Sanctuary Advisors, LLC provides investment advisory and financial planning services to individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations through a network of over 400 independent investment adviser representatives. The firm offers portfolio management, financial planning, and retirement plan consulting, using multiple analytical approaches and acting as a fiduciary when a written advisory agreement exists.

Marilou Moursund is a CFA® charterholder with 23 years of industry experience. She is currently with Prime Capital Financial and has prior experience at CrossVault Capital Management and Harlandale Housing Corporation, where she holds executive roles in a family real estate business. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans. The firm offers a broad range of services including asset management, financial planning, retirement plan services, and family office offerings, employing diversified investment strategies and maintaining an affiliated tax advisory subsidiary.

Adrian Devoto is a financial advisor at Corient with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Intercontinental Wealth Advisors LLC and Intercontinental Asset Management Group Ltd. Outside of advisory work, he is a part owner of Debros Properties LLC, a real estate investment company in San Antonio. Corient provides investment advisory and financial planning services to individual and institutional clients using a goals-based, team investment approach that combines in-house strategies with third-party managers. The firm offers a range of services including portfolio management, financial planning, and specialized offerings through affiliates such as family office and corporate trustee services.

Alyssa Lueck is a financial advisor at Independent Financial Group, LLC with four years of industry experience. She holds a Series 66 designation and has previously worked at Cetera and Strategic Wealth Solutions. Outside of advisory work, she serves as a general partner at JACC Legacy Holdings LLC, a business entity focused on management and advisory services. Independent Financial Group is a large, integrated advisory and brokerage firm serving individuals, trusts, corporations, business owners, and plan sponsors. The firm offers a range of investment advisory programs and financial planning services, utilizing both in-house and third-party manager models through multiple platforms.

Shanna Wilson is a financial advisor at Empower Advisory Group with 10 years of industry experience. She holds Series 66 and Series 63 licenses and previously worked for New York Life Insurance Company and NYLIFE Securities LLC. Wilson serves as a board member of Pink Warrior Advocates, a nonprofit organization supporting women battling breast cancer. 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 retail brokerage clients. The firm offers integrated services tied to its recordkeeping and administrative platforms, focusing on long-term portfolio returns and client savings rates.

Rebecca Boyd is a financial advisor with Commonwealth Financial Network in San Antonio, TX, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. She previously worked at Frost Investment Services and Frost Brokerage Services before establishing Kin Wealth, LLC, a private entity facilitating securities, advisory, and insurance business. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs, wealth management, and retirement plan consulting services. The firm supports affiliated advisors with operations, trading, technology, investment management, compliance, and practice-management resources.

Angela Melchor is a financial advisor with PNC Wealth Management in San Antonio, TX, holding Series 63 and Series 65 licenses. She has 11 years of industry experience, including prior roles at BBVA Wealth Solutions, BBVA Compass Insurance Agency, BBVA Securities, and COMPASS Bank. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio solution for PNC employees that uses algorithm-driven risk assessment and third-party managed model strategies.

Robert Brister is a financial advisor with First Command Advisory Services, holding a Series 66 designation and three years of industry experience. He previously served in the U.S. Army for 20 years and is the owner of STATUS Family Financial, a firm providing payroll and tax services. Brister also oversees operations and finances at Hero First Real Estate. 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 multiple wrap-fee asset management programs, using a centralized Investment Management Team and Wealth Portfolio Managers to design and monitor model portfolios constructed from mutual funds, ETFs, and third-party managed accounts.

Paul Riskus is a CFP® with 28 years of experience in financial advising. He is currently with Schwab Wealth Advisory and has spent significant portions of his career at USAA Financial Advisors and related USAA entities. He holds the Series 63 license and is based in San Antonio, TX. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, using standard asset allocation models and Schwab research tools. The firm serves individual clients with financial reviews, retirement planning, and investment recommendations but does not manage client accounts on a discretionary basis.

Casper Terpinski is a financial advisor at Steward Partners Investment Advisory, LLC with 40 years of industry experience. He holds Series 63 and Series 65 credentials. Prior to joining Steward Partners in 2025, he worked at LBMZ Securities, Inc. and Zacks Investment Management for 17 years. Outside of his advisory role, he is a co-owner of TURNPRO LLC, a business involved in the development and sales of magnetic pick-up tools. Steward Partners Investment Advisory, LLC is an SEC-registered, enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals, pension plans, corporations, trusts, estates, and charitable organizations, offering a range of investment advisory, financial planning, and managed account services tailored through proprietary and third-party portfolio solutions.

Merrill Snowden Jr. is a financial advisor at Benjamin F. Edwards & Company, Inc. with 29 years of industry experience. He has held positions at Wells Fargo Advisors LLC and Wells Fargo Clearing prior to joining Benjamin F. Edwards in 2018. Snowden holds a Series 63 designation. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, pension plans, charitable organizations, and corporations. The firm offers a variety of fee-based wrap programs and investment strategies managed internally and by third parties, supported by a centralized trading desk and comprehensive custodial services.

Londa Willems is a financial advisor at Rockefeller Financial LLC with 27 years of industry experience. She holds a Series 63 designation and previously worked at UBS Financial Services for 33 years before joining Rockefeller Financial in 2021. Outside of her advisory role, she is a managing member of Jeflon Property, LLC, a limited liability company created to purchase a building for her husband's business. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, and corporations. The firm operates as a registered broker-dealer and offers a range of portfolio management, financial planning, and investment banking services through its Private Advisor model and consolidated investment platform.

Brad Thompson is a financial advisor with SPC in San Antonio, TX, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with SPC and Sigma Financial Corporation since 2012. Outside of advisory work, he serves as executor and trustee for his deceased mother’s estate and trust. SPC provides investment management, financial planning, and retirement-plan advisory services to a diverse client base, including individual investors, employer-sponsored plans, charitable organizations, and corporate clients. The firm supports a large advisory network and offers tailored, discretionary investment advice through various account programs and strategic partnerships.

Jorge Garcia Rico is a financial advisor with Empower Advisory Group and holds Series 63 and Series 66 licenses. He has three years of industry experience and has previously worked at firms including Bank of America, Merrill, Fidelity Investments, and J.P. Morgan. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and retail brokerage account holders. The firm integrates its services with Empower’s recordkeeping and administrative platforms and focuses on long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

Connor Anderson is a financial advisor with Stratos Wealth Partners, Ltd. He holds a Series 66 credential and has one year of industry experience. Prior to joining Stratos Wealth Partners and LPL Financial in 2026, he worked at Edward Jones from 2024 to 2026. Stratos Wealth Partners provides advisory services to a diverse client base, including individual investors, trusts, charitable organizations, corporations, and institutional clients. The firm offers a Strategic Wealth Management platform that supports both advisor-managed and model-based portfolios through an open-architecture investment approach.

Victoria Martinez is a CFP® professional with six years of industry experience, currently with Commonwealth Financial Network. Her prior experience includes roles at LPL Financial, Cetera Investment Services, Frost Brokerage Services, Goldman Sachs & Co LLC, and The Ayco Company, L.P./Mercer Allied. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of approximately 2,900 advisors. The firm offers a broad adviser-support platform with various managed-account programs, third-party asset manager access, and custody services, managing roughly $212.7 billion in client assets.

Sergio Jimenez Gudino is a CFP® professional with 16 years of experience, currently affiliated with Primerica Advisors in San Antonio, TX. His prior roles include positions at Guardian Life Insurance, Park Avenue Securities, Dominion Capital LLC, and New York Life Insurance Company. Outside of his advisory work, he owns and operates Jimenez Wealth Legal Advisors, a law firm specializing in taxation, business, and estate planning, and manages a consulting entity supporting legal services in Mexico. Primerica Advisors serves a broad retail client base, including individual and high-net-worth investors, offering both brokerage and advisory services. The firm employs a range of investment strategies through proprietary models, third-party managers, and digital advice solutions, supporting discretionary and non-discretionary accounts with diverse investment options.

Liam Brennan is a financial advisor at Principal Financial Services with a Series 66 credential. He has one year of experience in the industry and has held positions at Principal Securities, Inc. and Principal Life Insurance Company. Outside of finance, he has been involved with consulting and contracting through Tillis Consulting & Contracting, LLC. Principal Securities provides brokerage and registered investment advisory services to a diverse client base including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty military personnel. Its advisory services include direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Mc Kenzie Morrow is a financial advisor at Hornor, Townsend & Kent, LLC with one year of industry experience. She holds Series 63 and Series 65 licenses and previously worked at NYLIFE Securities LLC and New York Life Insurance Company. Outside of financial services, she has been involved with 2MORROW SOUND since 2021. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through advisory and brokerage services. The firm offers various investment programs and financial planning solutions, managing significant discretionary and non-discretionary assets while utilizing third-party asset managers within a dual-registered SEC and FINRA framework.