Alexandra Almendarez is a financial advisor at Commonwealth Financial Network with two years of industry experience. She holds a Series 66 designation and has worked previously at Equitable Advisors and Robert Half. Almendarez also engages in fixed insurance sales as part of her professional activities. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing over $212 billion in client assets. The firm provides a broad adviser-support platform that includes managed-account programs, access to third-party asset managers, and custody and clearing 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 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 63 and Series 65 licenses and having nine years of industry experience. His work history includes roles at KP Property Ventures LLC and Santa Fe Financial, LLC. He is involved in the sales of insurance and non-insurance products affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors serves a diverse client base including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers both advisory and broker-dealer services with proprietary and third-party model portfolios, managing over $2 billion in assets as of late 2025.

Catherine Cole is a financial advisor with Bankers Life Advisory Services, Inc. in San Antonio, TX, holding Series 63 and Series 66 credentials and bringing nine years of industry experience. She has been with Bankers Life Advisory Services since 2019 and has prior experience with affiliated entities including Bankers Life Securities Inc and Bankers Life and Casualty Company. Outside of her advisory role, she is a partner at Caro Circle LLC, where she manages real estate investments. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals, focusing on customized asset allocation, periodic rebalancing, and a blend of fundamental, technical, and cyclical analysis to guide investment decisions.

Matthew Ure is a financial advisor with AE Wealth Management, LLC, holding Series 63 and Series 66 designations and bringing 10 years of industry experience. He has worked at AE Wealth Management and Defense Retirement Systems since 2022 and spent six years at Anthony Capital LLC prior to that. Outside of his advisory roles, he manages Ure Family Farms, an agricultural operation. 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 discretionary model portfolios and a platform approach, managing nearly $50 billion for over 127,000 clients.

James Augustine is a financial advisor at Rockefeller Financial LLC with 28 years of industry experience. He holds a Series 66 designation and previously worked at UBS Financial Services for 17 years and Merrill for six years. He has been with Rockefeller Financial since 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 investment management and financial planning services through a Private Advisor model and a consolidated investment platform, with capabilities including discretionary and non-discretionary portfolio management as well as broker-dealer services.

Kaley Morgan is a financial advisor at SPC with four years of industry experience and holds a Series 66 designation. She has worked at SPC and Parkland Securities, LLC since 2023. In addition to her advisory role, she conducts retirement seminars for U.S. federal employees and provides holistic retirement and financial services, including life insurance and fixed products. SPC delivers 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 operates a large advisory network serving over 30,000 clients and offers tailored, discretionary investment advice through various account programs.

Jeanine Payne is a Certified Financial Planner® with 16 years of experience in the financial services industry. She has worked at firms including USAA Financial Planning Services, Morgan Stanley, and Citigroup Global Markets before joining Sanctuary Advisors, LLC. Payne is based in San Antonio, TX, and holds Series 63 and Series 65 licenses. 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 independent investment adviser representatives who employ various investment approaches and offers both discretionary and non-discretionary account management.

Christo Naranja is a financial advisor with Bankers Life Advisory Services, Inc. He holds a Series 66 designation and has one year of industry experience. Prior to his current role, he held various positions within Bankers Life entities and has experience managing and training a team of agents in an agency director capacity. Bankers Life Advisory Services, Inc. provides discretionary portfolio management, investment consulting, and retirement plan consulting primarily to mass-affluent and high-net-worth individuals, focusing on customized asset allocation, periodic rebalancing, and a blend of fundamental and technical analysis to guide investment decisions.

Peter Perez is a financial advisor at Guardian Life with three years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Principal Funds Distributor, NYLIFE Securities LLC, and New York Life Insurance Company. Outside of finance, he was involved with AA Rated Lawn and Haus. Guardian Life operates through Park Avenue Securities LLC, providing brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm integrates advisor-led discretionary management with model-based strategies and offers access to insurance products, alternative investments, and various lending options.

Carlos Chavira is a financial advisor with Principal Financial Services in San Antonio, TX. He holds the Series 66 designation and has recently begun his career in the industry. His prior work experience includes roles at Thrivent Financial and Farmers, among others. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, and charitable organizations. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Rebecca Gorrell is a financial advisor with Eagle Strategies (NY Life) based in San Antonio, TX, holding Series 63 and Series 65 designations and bringing 19 years of industry experience. She has worked with Pivot Wealth and Insurance Strategies, LLC, Pivot Income Strategies, LLC, Nylife Securities LLC, and New York Life Insurance Company. In addition to her advisory role, she owns an LLC that rents motorhomes. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm offers a variety of program types tailored to client objectives and maintains a significant portion of its assets under non-discretionary management.

Isidoro Korngold is a financial advisor at Corient with 38 years of industry experience. He holds a Series 63 designation and has spent the majority of his career with Intercontinental Wealth Advisors and related entities from 1982 to 2023 before joining Corient. Korngold manages a family partnership portfolio and serves as a general partner providing wealth advice through Corient. Corient offers investment advisory and financial planning services to individual and high-net-worth clients, trusts, pension plans, charitable organizations, and corporate entities. The firm employs a goals-based, team approach combining internal and third-party strategies, continuously monitors portfolios with advanced risk management tools, and provides access to private fund platforms and affiliated trust services.

Stephen Arndt is a financial advisor at Empower Advisory Group with 11 years of industry experience. He holds Series 63 and Series 66 licenses. 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, as well as retail IRA and brokerage clients. The firm offers integrated services tied to Empower’s recordkeeping platforms, focusing on long-term portfolio returns and client savings rates.

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.