Charles Maddox is a financial advisor with Empower Advisory Group in San Antonio, TX, holding Series 63 and Series 66 designations and 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 primarily to employer-sponsored retirement plan sponsors and participants, as well as Empower Premier IRA and retail brokerage clients. The firm’s services integrate with Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and annual rebalancing through a proprietary “point-in-time” financial planning approach.

Sidney Frith is a financial advisor at First Command Advisory Services with a Series 66 designation and four years of industry experience. Prior to joining First Command, he served in the U.S. Air Force for 20 years. Frith is also the owner of S J Wealth, LLC, a business formed to support his role as an advisor. 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 by an internal Investment Management Team and Wealth Portfolio Managers.

Matthew Donaghue is a CFP® professional with over 22 years of experience in the financial services industry. He is currently with Kestra Advisory Services, LLC, where he has worked since 2023, and previously held roles at Cetera and Foresters Financial Services. Outside of his advisory work, he is a managing member and agent of an insurance agency specializing in fixed life, health, disability, long-term care, and annuity products, and serves as an instructor for CLTC training courses. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual investors. The firm offers services such as fiduciary consulting, plan design, employee education, and utilizes multiple management platforms, serving clients ranging from retirement plans to sovereign wealth funds.

Roxiane Kerns is a financial advisor with Rockefeller Financial LLC, holding a Series 66 designation and bringing 30 years of industry experience. She worked at Merrill Lynch from 1984 to 2021 before 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 a range of portfolio management and financial planning services, operating uniquely as both a registered broker-dealer and an investment advisor with an integrated platform that includes discretionary and non-discretionary solutions across various asset classes.

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. He holds Series 63 and Series 66 credentials and has 26 years of industry experience. He has worked at VOYA Financial Advisors since 2014 and previously with Voya Financial Partners and Valic Financial Advisors. Outside of advising, he serves as a board member for Grace Redemption Community Church, which provides assistance to homeless and disadvantaged individuals in San Antonio, TX. VOYA Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial that offers financial planning, portfolio management, and retirement plan advisory services to individuals, institutions, and corporate clients. The firm combines in-house and external strategists with technology-enabled tools to implement client recommendations, operating primarily under a non-discretionary model with some discretionary management options.

David Glad is a financial advisor at Citigroup Global Markets with six years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at J.P. Morgan Securities and Whole Foods Market. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies through both discretionary and non-discretionary programs and combines large institutional scale with unique market roles, including swap dealing and futures commission merchant activities.

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 at Independent Financial Partners with 37 years of industry experience. He holds a Series 63 designation and has worked at several firms, including Raymond James Financial Services and Concert Wealth Management. Outside his advisory roles, he owns Texas United Wealth Management, where he provides financial services and recruits advisors. 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 with a notable focus on retirement-plan advisory, pension consulting, and written compliance processes for Department of Labor rollover guidance.

John Stults is a financial advisor with Ameritas Advisory Services, LLC in San Antonio, TX, holding a Series 66 designation and 26 years of industry experience. His career includes roles at Ameritas Investment Corp and Securian Financial Services, Inc. He is also active as an independent insurance agent and serves as secretary of the Blanco Chamber of Commerce. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm offers a range of asset management and financial planning solutions, utilizing model portfolios, mutual funds, ETFs, and individual securities across various program platforms.

John Cervantes is a CFA® charterholder with 17 years of industry experience. He is currently with Prime Capital Financial and has held roles at TCBI Securities, Texas Capital Bank, Bank of America, Merrill, and USAA Financial Planning Services. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans with services including asset management, financial planning, retirement plan sponsor and trustee services, and family office offerings. The firm employs a combination of core/satellite, thematic, and tactical strategies and maintains an affiliated accounting subsidiary providing tax planning and bill-pay services.

Kelly Card is a financial advisor with VOYA Financial Advisors, Inc. based in San Antonio, TX. He holds a Series 63 designation and has 43 years of industry experience. Prior to joining VOYA Financial Advisors in 2014, he worked at Voya Financial Partners, LLC for 18 years. Outside of his advisory role, he is an independent insurance agent and serves as power of attorney for his parents, managing their medical and financial affairs. VOYA Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial that provides financial planning, portfolio management, retirement-plan advisory services, and access to third-party money managers. The firm serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients, offering a range of investment products and utilizing both discretionary and non-discretionary management strategies.

Soha Dessouky is a financial advisor at Creative Planning with Series 63 and Series 65 credentials and five years of industry experience. Prior to joining Creative Planning, she worked at Kestra Investment Services and Purshe Kaplan Sterling Investments. Outside of her advisory role, Dessouky is a fitness instructor at Title Boxing Club, where she leads boxing classes and provides personal training. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension plans, trusts, and corporations. The firm employs a financial-planning-led investment approach that emphasizes 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.

Larry Zimmerman is a financial advisor with Citigroup Global Markets who holds Series 63 and Series 65 credentials and has 24 years of industry experience. He has worked at Citibank since 2020 and previously held positions at Victory Capital Advisers, Inc. and USAA in various financial planning and investment management roles. Citigroup Global Markets serves individual and institutional clients across a range of wealth segments, offering multi-asset, multi-manager investment advisory programs alongside broker-dealer execution and custody services. The firm combines large institutional scale with unique market roles, including in-house research, swap dealing, and futures commission merchant activities.

Eric Valdez is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 licenses and 16 years of industry experience. He has been with Citigroup Global Markets since 2005. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and custody services. The firm employs multi-asset, multi-manager strategies and maintains significant internal research and market functions, supporting both discretionary and non-discretionary investment solutions.

Melita Rohm is a financial advisor at Citigroup Global Markets with six years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Citigroup since 2021. Her prior experience includes roles at JCrew, HEB, VIP Kid, and extensive self-employment. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and broker-dealer execution and custody services. The firm implements multi-asset, multi-manager strategies through discretionary and non-discretionary programs and maintains large institutional scale with specialized market roles and arrangements.