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.

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.

Liliana Kaufmann is a financial advisor with Sanctuary Advisors, LLC in San Antonio, TX, holding a Series 66 designation and 15 years of industry experience. She previously worked at Merrill from 2008 to 2019 before joining Sanctuary Advisors and Sanctuary Securities in 2019. She serves on the Finance Council for Blessed Sacrament Catholic Church, advising on financial matters as a parishioner board member. Sanctuary Advisors provides investment advisory and financial planning services to a diverse range of clients, including individuals, corporations, pension plans, trusts, and charitable organizations, through a network of over 400 independent adviser representatives. The firm offers various portfolio management options and consulting services, employing multiple analytical approaches and acting as a fiduciary when agreements are in place.

Randolph Daniels Jr. is a financial advisor with Sanctuary Advisors, LLC in San Antonio, TX, holding a Series 66 license and 14 years of industry experience. He previously worked at Bank of America and Merrill from 2012 to 2021 before joining Sanctuary Wealth in 2021. He serves as Treasurer for the UTSA Alumni Association, where he prepares financial reports and participates in fundraising activities. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, and charitable organizations. The firm supports independent advisers with a range of portfolio management options and employs various analytical approaches, operating as a fiduciary when a written advisory agreement is in place.

Collin Fabac is a financial advisor at Commonwealth Financial Network with nine years of industry experience. His prior roles include positions at Kin Wealth, Frost Investment Services, Frost Brokerage Services, and Axa Advisors. He holds Series 63 and Series 66 designations. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of nearly 2,900 affiliated advisors and a broad client base. The firm provides a comprehensive adviser-support platform, including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Eric Young is a financial advisor at First Command Advisory Services with eight years of industry experience. He holds the Series 66 designation and has worked exclusively within various entities of First Command since 2018. First Command Advisory Services, Inc. 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 featuring model portfolios managed by a centralized Investment Management Team and Wealth Portfolio Managers.

Harvinder Sahni is a financial advisor at Guardian Life with 27 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at several firms including MassMutual, Cetera, and New York Life. He is also a partner in Maximus Benefit Partners, an outside business focused on health insurance. Guardian Life, through its subsidiary Park Avenue Wealth Management, serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients with brokerage services, financial planning, and investment advisory programs that utilize both proprietary and third-party models.

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.

Alexander Denney is a financial advisor with Eagle Strategies (New York Life) based in San Antonio, TX, holding Series 63 and Series 65 licenses with eight years of industry experience. His prior roles include positions at Prime Prosperity LLC and Atlas Retirement Strategies, and he is currently President-Elect of the Texas Exes San Antonio Chapter, where he assists in organizing volunteer events and scholarship fundraising. Denney is also involved in insurance brokering for non-registered products. Eagle Strategies serves a diverse client base including individual investors and institutional clients, 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.

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.

Adam Frey is a CFP® with 18 years of industry experience, currently serving at Independent Financial Partners in San Antonio, TX. He has worked at Independent Financial Partners since 2012 and was previously with LPL Financial from 2009 to 2018. Outside his advisory work, he owns and operates a ranch offering guided hunts for various game. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm supports a multi-advisor platform serving individual, charitable, corporate, and high-net-worth clients with a flexible, decentralized investment approach and notable retirement-plan consulting capabilities.

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.