John Frakes is a financial advisor at Sanctuary Advisors, LLC with 34 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at UBS Financial Services Inc. for 11 years and Citigroup Global Markets for 16 years. Outside of advising, he is involved in several business ventures including an event center partnership, a wholesale cleaning products company, and manages a personal collectibles LLC. He also serves on the advisory committee for the Helping Hands Educational Fund, which supports educational programs for individuals experiencing homelessness in San Antonio. 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 a variety of portfolio management and consulting services, employing multiple investment approaches and serving both onshore and offshore clients.

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 Series 66-credentialed financial advisor with four years of industry experience. She is currently with Independent Financial Group, LLC and also serves as Vice President at Strategic Wealth Solutions. Prior to her advisory career, she was involved in the restaurant industry for nearly a decade. Alyssa is a general partner of JACC Legacy Holdings LLC, a business entity used for tax and investment purposes. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and institutional plans. The firm utilizes both firm- and third-party investment models tailored to client risk profiles and employs a combination of passive and active investment strategies.

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.

Paul Riskus is a CFP® with 28 years of experience in financial advisory. He is currently with Schwab Wealth Advisory, where he has worked since 2022, and has prior experience at Charles Schwab and USAA-affiliated firms. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients by providing non-discretionary fiduciary investment advice, financial planning, and wealth management consultations based on standardized asset-allocation models and internal research tools.

Ronald Lopez is a financial advisor at Eagle Strategies (NY Life) with one year of industry experience. He holds Series 63 and Series 65 licenses and previously worked in rehabilitation and nutrition sectors prior to entering financial services. Eagle Strategies serves individual and institutional clients by offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm provides a variety of advisory programs and emphasizes tailored recommendations aligned with client objectives and plan sponsor criteria.

Merrill Snowden Jr. is a financial advisor with Benjamin F. Edwards & Company, Inc., holding a Series 63 designation and 29 years of industry experience. He has worked at Benjamin F. Edwards since 2018 and previously held positions at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients through more than 500 advisors. The firm offers a range of services including wrap-fee advisory programs, financial planning, retirement plan consulting, and investment management consulting utilizing both proprietary strategies and third-party models.

Charles Lutz IV is a financial advisor at OSAIC Institutions, Inc. with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Cuso Financial Services, LP, Credit Human Federal Credit Union, and Merrill. Outside of his advisory role, he serves as a trustee for First Presbyterian Church in San Antonio, where he handles risk assessment and property transactions. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, and corporate clients through a large network of representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments and lending solutions, operating with a hybrid adviser and broker-dealer structure.

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.

Benjamin Farmer is a financial advisor with Eagle Strategies (NY Life) based in San Antonio, TX. He holds a Series 66 license and has three years of industry experience, including prior roles at Edward Jones. He has also pursued graduate studies at the University of Oklahoma and the University of Texas Permian Basin. Eagle Strategies serves a broad range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and emphasizes tailored recommendations, with a significant portion of its assets managed on a non-discretionary basis.

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.

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®-certified financial advisor with 17 years of industry experience. He is currently affiliated with Guardian Life and Park Avenue Securities, having worked previously at firms including Dominion Capital LLC and Eagle Strategies. In addition to his financial advisory roles, he is actively involved in legal practice through ownership of law firms focusing on taxation, business, and estate planning. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers tailored client solutions combining advisor-led discretionary management with model-based strategies and access to proprietary and third-party platforms.

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.

Bruce Swearingen is a financial advisor with Principal Financial Services in San Antonio, TX, holding Series 63 and Series 65 licenses and 18 years of industry experience. He has been affiliated with Principal Life Insurance Company since 2008 and Principal Securities Inc. since 2016. Outside of his advisory role, he sells various types of individual and group health insurance and benefits through multiple carriers. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and active‑duty military personnel abroad. The firm offers financial planning, retirement consulting, and access to third‑party money manager programs under different advisory and promoter arrangements.

George Turnage III is a financial advisor at GWN Securities Inc. with 10 years of industry experience. He holds Series 63, Series 65, and Series 66 credentials. Prior to joining GWN Securities in 2020, he worked at Walmart and Legend Advisory, LLC. Outside of his advisory role, he is a partner in Brotherhood Comics, a retail business with online sales. GWN Securities provides investment advisory services to individual and corporate clients through managed account programs, financial planning, and third-party manager selection. The firm uses a combination of affiliated and unaffiliated sub-advisers and implements portfolios based on asset allocation and Modern Portfolio Theory, incorporating market-timing and momentum-based strategies in certain legacy programs.

Brad Holtzclaw is a financial advisor at Empower Advisory Group with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Charles Schwab & Co., Inc. for eight years and Edward Jones for one year. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as certain retail brokerage and IRA clients, using an integrated model connected to Empower’s recordkeeping and administrative platforms.

Ruth Torres is a financial advisor at Lincoln Investment with eight years of industry experience. She holds a Series 66 designation and has previously worked at Bank of America, Merrill, and ONE Advisory Partners. Lincoln Investment Planning, LLC is a large enterprise investment advisory and broker-dealer serving a diverse client base, including individuals, high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, advisor-led consulting, and portfolio management through both advisor-managed and firm-managed model portfolios, supported by an in-house Investment Management & Research team.