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.

Angela Melchor is a financial advisor with PNC Wealth Management in San Antonio, TX, holding Series 63 and Series 65 licenses. She has 11 years of industry experience, including prior roles at BBVA Wealth Solutions, BBVA Compass Insurance Agency, BBVA Securities, and COMPASS Bank. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio solution for PNC employees that uses algorithm-driven risk assessment and third-party managed model strategies.

Robert Brister is a financial advisor with First Command Advisory Services, holding a Series 66 designation and three years of industry experience. He previously served in the U.S. Army for 20 years and is the owner of STATUS Family Financial, a firm providing payroll and tax services. Brister also oversees operations and finances at Hero First Real Estate. 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 multiple wrap-fee asset management programs, using a centralized Investment Management Team and Wealth Portfolio Managers to design and monitor model portfolios constructed from mutual funds, ETFs, and third-party managed accounts.

Paul Riskus is a CFP® with 28 years of experience in financial advising. He is currently with Schwab Wealth Advisory and has spent significant portions of his career at USAA Financial Advisors and related USAA entities. He holds the Series 63 license and is based in San Antonio, TX. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, using standard asset allocation models and Schwab research tools. The firm serves individual clients with financial reviews, retirement planning, and investment recommendations but does not manage client accounts on a discretionary basis.

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 at Benjamin F. Edwards & Company, Inc. with 29 years of industry experience. He has held positions at Wells Fargo Advisors LLC and Wells Fargo Clearing prior to joining Benjamin F. Edwards in 2018. Snowden holds a Series 63 designation. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, pension plans, charitable organizations, and corporations. The firm offers a variety of fee-based wrap programs and investment strategies managed internally and by third parties, supported by a centralized trading desk and comprehensive custodial services.

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) in San Antonio, TX, holding a Series 66 designation and two years of industry experience. Prior to joining Eagle Strategies, he worked at Edward Jones for two years. His background also includes roles in media and political organizations. Eagle Strategies serves a diverse client base of individual and institutional investors, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types tailored to client objectives and is notable for managing the majority of its assets 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® professional with 17 years of experience in the financial services industry. He is currently with Guardian Life and Park Avenue Securities, a wholly owned subsidiary of Guardian Life. His background includes roles at multiple firms such as Dominion Capital LLC and Jimenez Wealth Legal Advisors PC, where he also owns and operates a law practice specializing in taxation, business, and estate planning. He is involved in a Mexican consulting entity that supports legal services for clients in both the US and Mexico. Park Avenue Securities LLC provides brokerage, financial planning, and investment advisory services to individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers a range of advisory approaches, including discretionary and non-discretionary portfolios, and integrates proprietary and third-party strategies alongside digital advisory solutions.

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.

Timothy Camarillo is a financial advisor with PlanMember Securities Corporation in San Antonio, TX, holding a Series 65 designation and six years of industry experience. He has worked at PlanMember since 2021 and has also been involved with Elite Plus Financial and his own advisory business since 2004. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans and offering participant-level investment options through its asset allocation portfolios. The firm’s investment approach relies on a top-down strategic asset allocation process and manages unitized, risk-based mutual fund portfolios across a range of risk profiles.

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 with GWN Securities Inc., holding Series 63, 65, and 66 licenses and 10 years of industry experience. Prior to joining GWN Securities in 2020, he worked at Walmart in various roles from 2015 to 2020. Outside of his advisory work, he is a partner in Brotherhood Comics, a retail business with online sales. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through discretionary managed accounts, financial planning, and access to third-party sub-advisers. The firm operates a large network of advisors and offers a range of managed-account programs and model portfolios, including legacy market-timing and momentum-based strategies.

Brad Holtzclaw is a financial advisor at Empower Advisory Group with 11 years of industry experience. He holds Series 66 and Series 63 designations and previously worked at Charles Schwab for eight years. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and select 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.

Ruth Torres is a financial advisor with Lincoln Investment in San Antonio, TX, holding a Series 66 designation and eight years of industry experience. Her prior roles include positions at ONE Advisory Partners, Bank of America, and Merrill. Lincoln Investment Planning, LLC serves a diverse client base including individual and high-net-worth investors, trusts, charities, and retirement plans, with a notable history of working with educators and participants in 403(b) and 457(b) programs. The firm offers financial planning, portfolio management using model portfolios and third-party managers, and maintains both advisor-led and firm-managed strategies supported by an in-house investment research team.

Daniel Aranda is a financial advisor with Eagle Strategies (NY Life) based in San Antonio, TX. He holds the Series 63 and Series 65 designations and has 13 years of industry experience, including his time with New York Life and Nylife Securities LLC. Outside of his advisory role, he is involved in a small business selling puppies. Eagle Strategies serves a diverse range of individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages a significant portion of assets on a non-discretionary basis within an integrated New York Life affiliate structure.