Jason Smith is a Series 66-licensed financial advisor with First Command Advisory Services, Inc. He has 15 years of industry experience, including multiple roles within First Command firms since 2010. Jason is also the owner and District Advisor of Gramco Financial LLC. First Command Advisory Services, Inc. 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 various wrap-fee asset management programs, utilizing a centralized Investment Management Team to design and manage model portfolios.

Sarah Doerr is a financial advisor at Prime Capital Financial with 18 years of industry experience. She previously worked at CrossVault Capital Management for 10 years before joining Prime Capital Investment Advisors in 2022. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans. The firm offers a range of services including asset management, financial planning, qualified retirement plan sponsor and trustee services, and family office offerings, managing accounts using diverse strategies and platforms to meet client needs.

James Geddie is a financial advisor at First Command Advisory Services with nine years of industry experience. He holds the Series 66 designation and has been with First Command in various roles since 2016. First Command Advisory Services, Inc. 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 a centralized Investment Management Team using model portfolios and approved third-party managers.

Celeste Reyes Luna is a financial advisor with Sanctuary Advisors, LLC, holding a Series 66 designation and 26 years of industry experience. She has been with UBS Financial Services Inc. since 2009. Sanctuary Advisors, LLC serves a broad mix of clients including individuals, corporations, pension plans, trusts, and charitable organizations through more than 400 independent investment adviser representatives. The firm offers portfolio management, financial planning, retirement plan consulting, and utilizes a variety of investment approaches while acting as a fiduciary under written advisory agreements.

Gary Farmer is a financial advisor with Transamerica Financial Advisors and holds a Series 63 designation. He has 35 years of industry experience, including roles at WealthWave, World Financial Group, and Transamerica Financial Advisors. Farmer is involved in sales of insurance and non-insurance products affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to individual investors, employer-sponsored plans, trusts, estates, charitable organizations, and businesses. The firm utilizes a model portfolio and third-party manager approach through multiple program platforms, managing approximately $1.7 billion in regulatory assets under management.

Scott Hiller is a CFP® and ChFC® with 26 years of experience in financial advising. He is currently with Schwab Wealth Advisory and has previously worked at USAA in various financial advisory roles. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering annual financial reviews, retirement planning, and investment recommendations. The firm operates within the Schwab ecosystem using standard asset allocation models and research tools, with final trading decisions made by clients.

Richard Law Jr. is a Series 65 licensed financial advisor with Integrity Alliance, LLC, based in San Antonio, TX, and has seven years of industry experience. Prior to joining Integrity Alliance in 2026, he worked at Regal Investment Advisors, LLC for seven years. Outside of advising, he is active as a soccer referee under the business Richard Law Sports Official. Integrity Alliance serves a broad client base including individual investors, corporations, and qualified retirement plans. The firm offers portfolio management, financial planning, and both wrap and non-wrap programs through a large advisor network managing over $5 billion in assets, utilizing various discretionary and model portfolio approaches.

Alison Flaum is a ChFC® credentialed financial advisor with 28 years of industry experience, currently practicing at Eagle Strategies (New York Life). She has been affiliated with New York Life Insurance Company and Nylife Securities Inc. since 1997 and has operated her own advisory business since 2009. Outside of her advisory work, Ms. Flaum is an artist who sells her paintings. Eagle Strategies serves a diverse client base including individuals, institutional investors, and retirement plan sponsors. The firm provides financial planning, investment management, and retirement-plan advisory services with an emphasis on tailored, mostly non-discretionary asset management and fiduciary responsibilities for retirement investors.

Kevin Moore is a CFP® with 22 years of industry experience, currently affiliated with Commonwealth Financial Network and I Financial since 2005. He is president and owner of Munford Moore, Inc., an entity created to process securities and insurance business. Moore also serves as a trustee of the I Financial 401(k) plan. Commonwealth Financial Network is a registered investment adviser that supports a national network of approximately 2,950 advisors and their clients by providing a range of advisory programs, technology, compliance, and practice-management services. The firm offers various discretionary and non-discretionary investment solutions, including proprietary model portfolios and customizable program structures.

Brann Calvetti is a Series 66-licensed financial advisor with First Command Advisory Services, bringing seven years of industry experience. His background includes roles within multiple First Command entities since 2018 and service with the United States Department of Defense dating back to 2014. Outside of his advisory work, he serves as Treasurer on the Church Council of King of Kings Lutheran Church, managing financial oversight and accountability. First Command Advisory Services, Inc. is an SEC-registered investment adviser focused on individuals, corporate, and charitable clients, with particular attention to active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, delivering investment management through a centralized team that selects portfolios and managers from prescreened lists.

Mark Swindell is a financial advisor with First Command Advisory Services in San Antonio, TX. He holds the Series 66 designation and has 12 years of industry experience. His work history includes roles at First Command Financial Planning, Inc., First Command Advisory Services, and First Command Insurance Services, Inc., where he has been employed since 2013. First Command Advisory Services, Inc. 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 utilizing model portfolios and third-party managers selected by an internal Investment Management Team.

Chloe Tramontano is a financial advisor at Rockefeller Financial LLC, holding a Series 66 credential with approximately one year of industry experience. Her prior roles include positions at Mondrian Investment Partners, Lamb Insurance Services, Glenmede Trust Company, and Penn Capital Management. 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 portfolio management, financial planning, and consulting services through a Private Advisor model and a consolidated investment platform that includes equities, fixed income, and alternatives, alongside brokerage and investment banking capabilities.

Michael Tramontano is a financial advisor with Rockefeller Financial LLC, holding Series 63 and Series 65 designations and 30 years of industry experience. He previously worked at Merrill and Bank of America, N.A., with over two decades of experience between those firms. 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, operating uniquely as a registered broker-dealer with capabilities in securities transactions, variable insurance products, placement, and investment banking services.

Robert Echavarria is a financial advisor with Rockefeller Financial LLC, holding a Series 66 designation and 25 years of industry experience. He has worked at Rockefeller Financial since 2021 and previously spent nine years with both Bank of America, N.A. and Merrill. 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 provides portfolio management, financial planning, consulting, and also operates as a registered broker-dealer offering securities transactions, variable insurance products, and investment banking services through a Private Advisor model and a consolidated investment platform.

Charles E Hoffman Jr. Jr. is a financial advisor with Rockefeller Financial LLC, holding Series 63 and Series 65 designations and bringing 30 years of industry experience. He previously worked at UBS Financial Services from 2013 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 provides discretionary and non-discretionary portfolio management, financial planning, consulting, and operates as a registered broker-dealer offering securities transactions, insurance products, and investment banking services through a Private Advisor model and a consolidated investment platform.

Bradley Tobler is a financial advisor with Centaurus Financial, Inc. in San Antonio, TX, holding Series 63 and Series 66 licenses and possessing 17 years of industry experience. Prior to joining Centaurus Financial in 2020, he worked at FSC Securities Corporation for 11 years. Tobler serves as a director of Wish For Our Heroes, a nonprofit supporting military families, dedicating significant time to building relationships with military commands. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers a range of financial planning and portfolio management options, combining discretionary and non-discretionary strategies with multiple analytical approaches.

Gloria Cisneros is a financial advisor at Sanctuary Advisors, LLC with a Series 65 designation and five years of industry experience. Her prior roles include positions at Broadway Wealth Solutions, Inc. and Broadway Bank. Sanctuary Advisors, LLC serves a diverse client base including individuals, corporations, pension 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, utilizing a variety of analytical approaches and investment platforms.

Marie Goforth Albarian is a financial advisor with Centaurus Financial, Inc. in San Antonio, TX. She holds the ChFC® and Series 63 designations and has 42 years of industry experience. Her prior work includes positions at Capital Financial Services, Inc. and managing MG Financial Strategies, Inc., a marketing and branding business she owns. Centaurus Financial, Inc. provides advisory and brokerage services to a broad range of clients including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers financial planning, portfolio management, retirement-plan consulting, and specialized advisory services through a variety of discretionary and non-discretionary arrangements.

Nahid Karimjee is a financial advisor with Osaic Institutions, Inc. holding a Series 66 designation and 18 years of industry experience. His career includes roles at Air Force Federal Credit Union, Infinex Investments, Inc., CUSO Financial Services LP, and Credit Human Federal Credit Union. Outside of advising, he is a private owner of a rental property business. Osaic Institutions, Inc. is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments, operating with a hybrid adviser/broker-dealer structure and a focus on delegating investment management to its representatives.

Elmer Martin is a financial advisor at Rockefeller Financial LLC with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Merrill and Bank of America before joining Rockefeller Financial in 2021. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, and institutional clients. 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.