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.

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 at Benjamin F. Edwards & Company, Inc. with 29 years of industry experience. He holds the Series 63 designation and has previously worked at Wells Fargo Clearing, Wells Fargo Advisors LLC, 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, investment management, and brokerage services, utilizing both proprietary strategies and third-party model providers.

Valerie Beabout is a financial advisor at Steward Partners Investment Advisory, LLC with 22 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Raymond James & Associates and Wells Fargo Advisors. She also serves as an uncompensated trustee for a family trust. Steward Partners Investment Advisory, LLC is a national SEC-registered RIA managing approximately $36.7 billion in assets, serving individuals, pension plans, corporations, and charitable organizations with a range of investment advisory and financial planning 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) 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.