Christopher McManus is a CFP® professional with 22 years of industry experience. He currently serves as an advisor at GWN Securities Inc. since 2019 and has prior experience with Ameritas Investment Corp., CCF Investments, Inc., and Capital Choice Financial Services. Outside of his advisory role, he manages timberland holdings and mineral rights through family partnerships and is involved in life and health insurance sales. GWN Securities is an SEC-registered investment adviser and broker-dealer that offers discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios. The firm serves individual and business clients through a large network of advisors and employs a range of investment programs, including both traditional asset allocation and legacy market-timing strategies.

Alberto Villarreal is a financial advisor with VOYA Financial Advisors, Inc. in San Antonio, TX, holding Series 63 and Series 66 licenses and possessing 25 years of industry experience. He has worked at VOYA since 2014 and has been involved in the life insurance sector since 2001. Outside of his advisory role, Villarreal operates as an independent insurance agent and serves as president of Villarreal Financial, LLC. VOYA Financial Advisors, Inc. provides investment advisory, brokerage, financial planning, and retirement plan services to a diverse client base, including individuals, charitable organizations, corporations, and plan sponsors. The firm offers a combination of model portfolios and manager-driven investment approaches, supporting both discretionary and non-discretionary accounts across a broad product platform.

Sylvia Hydrick is a financial advisor with Rockefeller Financial LLC, holding a Series 63 designation and over 31 years of industry experience. She was previously with Merrill from 1989 to 2021 before joining Rockefeller Financial in 2021. Outside of her advisory role, she is a member of Danke Oma LLC, a family-held business based in San Antonio, Texas. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, as well as institutional clients, retirement plans, foundations, and corporations. The firm offers a range of portfolio management and financial planning services and operates as a registered broker-dealer, providing integrated investment, placement, and banking solutions through a consolidated investment platform.

Joshua Lerma is a financial advisor at Hornor, Townsend & Kent, LLC with six years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Eagle Strategies, NYLIFE Securities LLC, and New York Life Insurance Co., among other firms. Outside of advisory work, he is involved in insurance brokerage activities, including sales and service of Penn Mutual Life products. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans by providing advisory services through third-party asset manager platforms, financial planning, and consulting. The firm emphasizes client-directed implementation and oversight and manages the majority of client assets on a non-discretionary basis.

Estela Sotelo is a Series 66-credentialed financial advisor with 24 years of industry experience. She is currently with PNC Wealth Management and has previously worked at BBVA Wealth Solutions, BBVA Securities, BBVA Compass Insurance Agency, and COMPASS Bank. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only, digital discretionary account pilot that uses algorithm-driven risk assessment and approved model strategies managed by PNC or third-party strategists.

Joshua Amparan is a financial advisor with Eagle Strategies (NY Life) in San Antonio, TX, holding Series 63 and Series 65 licenses with five years of industry experience. His prior work includes roles at New York Life Insurance Company and NY Life Securities LLC, as well as experience in the beverage distribution and brewing industry. Outside of his advisory practice, Amparan volunteers with the UTSA Alumni Association, produces the "Birds Up Podcast," and serves as an officer in local organizations including the Metro San Antonio Chamber of Commerce and the Institute for Leadership in Capital Projects. Eagle Strategies serves a diverse client base including individual investors, retirement plans, and institutional clients, offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Julian Ortega III is a financial advisor at Transamerica Financial Advisors with 32 years of industry experience. He holds the Series 63 and Series 66 credentials and has worked at firms including USAA, LPL Financial LLC, and Wells Fargo Clearing Services. Transamerica Financial Advisors serves a diverse clientele that includes individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers advisory and broker-dealer services through proprietary and third-party model portfolios, with both discretionary and non-discretionary program options.

John Hennessy is a financial advisor at Corient with 38 years of industry experience. He holds a Series 63 designation and has worked previously at Intercontinental Wealth Advisors LLC and Intercontinental Asset Management Group Ltd. since 2007 before joining Corient in 2023. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, pension plans, charitable organizations, and corporations. The firm employs a goals-based, team investment approach that integrates in-house strategies with third-party manager solutions and utilizes risk management tools and alternative investments where appropriate.

Charles Lutz III is a financial advisor at Corient with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Intercontinental Wealth Advisors LLC and Intercontinental Asset Management Group Ltd. Since 2005, he has served on the Board of Directors for Mission Pharmacal Company, a drug manufacturing company based in San Antonio, Texas. Corient provides investment advisory and financial planning services to a diverse client base that includes individuals, high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporations. The firm employs a goals-based, team investment approach incorporating in-house strategies, third-party managers, and customized asset allocation while utilizing risk management tools and alternative investments.

Michael Nance is a CFA® charterholder and financial advisor with two years of industry experience. He is currently with Luther King Capital Management Corporation and has prior experience at Bank of America Private Bank and Catholic Life Insurance. Luther King Capital Management Corporation advises a diverse client base including individuals, trusts, foundations, pension plans, government entities, and registered investment companies. The firm offers separately managed portfolios, sub-advisory and model portfolio services, and serves as investment adviser to the LKCM Funds, using a fundamental, bottom-up investment approach across equity, fixed income, and balanced strategies.

Taylor Gill is a financial advisor at Savant Wealth Management with five years of industry experience. He previously worked at Exencial Wealth Advisors and Alliance Bernstein. Taylor holds a Series 65 designation. Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients with comprehensive wealth management, financial planning, retirement plan consulting, and family office services. The firm’s investment approach combines evidence-based, model-driven asset allocation with actively managed strategies and is supported by integrated accounting, legal, and trust services.

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 credential. His prior roles include positions 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, individual investors, charitable organizations, and corporate clients. The firm offers various advisory services under fiduciary standards, including ERISA retirement plan advice and comprehensive financial planning solutions, and is notable for its municipal advisory activities and affiliated custodial entities.

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.

Ryan Faulkner is a financial advisor with Eagle Strategies (NY Life) based in San Antonio, TX, holding Series 63 and Series 66 licenses. He has 14 years of industry experience, including roles at Eagle Strategies since 2019, Nylife Securities LLC since 2012, and New York Life Insurance since 2011. Eagle Strategies serves a diverse client base including individual investors, defined contribution and defined benefit plans, charitable, and corporate clients. The firm provides financial planning, investment management, and retirement-plan advisory services through a broad network of affiliated advisers, emphasizing tailored solutions and primarily managing assets on a non-discretionary basis.

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 previously worked at Bank of America and Merrill. Rockefeller Financial LLC serves ultra-high and high-net-worth individuals, families, family offices, charities, corporations, and retirement plans, providing wealth management, financial planning, portfolio management, and retirement plan consulting. The firm integrates wealth, trust, and insurance services through the Rockefeller Global Family Office platform and acts as a placement agent for private funds and access vehicles.

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.