Bradley Johnson is a CFP® with 21 years of industry experience and is currently with Sanctuary Advisors, LLC in San Antonio, TX. He has prior experience at Bank of America, N.A. and Merrill Lynch, and has been associated with Frost National Bank since 2007. Johnson serves on the advisory board of The Fishing Invitational, a nonprofit organization that hosts an annual fishing tournament to support pediatric cancer research through the University Health Systems Foundation. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, trusts, estates, and charitable organizations. The firm supports a network of over 400 independent investment adviser representatives who offer portfolio management, financial planning, and retirement plan consulting, utilizing a variety of investment approaches and account management options.

Luke Knighten is a financial advisor with Eagle Strategies (New York Life) based in San Antonio, TX, holding Series 65 and Series 63 licenses with 13 years of industry experience. He has been affiliated with New York Life and its associated entities since 2013. Outside of his advisory role, he serves as president of North American Hunters for Heroes, a nonprofit organization supporting U.S. veterans through outdoor activities, and is an ordained minister performing marriage ceremonies. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base including individuals and institutions. The firm delivers tailored advice through multiple program types and operates primarily on a non-discretionary asset management model within an integrated New York Life affiliate structure.

David Jernigan is a financial advisor with Goldman Sachs Wealth Services, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has worked at Ayco/Goldman Sachs & Co. LLC since 2021 and was previously with The AYCO Company, L.P./Mercer Allied for 15 years. Goldman Sachs Wealth Services offers financial planning, investment management, and advisory support to a diverse client base, including individuals, high-net-worth households, and institutional clients. The firm utilizes centralized investment resources and integrates a variety of affiliated services to deliver tailored wealth management solutions.

James Quintana is a financial advisor with Eagle Strategies (NY Life) in San Antonio, TX. He holds Series 63 and Series 66 registrations and has three years of industry experience. Quintana’s background includes roles at Nylife Securities LLC, New York Life Insurance Company, and Catalyst Insurance and Financial Strategies LLC. He is involved with the Rotary Club of San Antonio as a fundraising lead and officer, supporting local and international causes. Eagle Strategies serves a diverse client base including individuals, institutional investors, and plan sponsors, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored solutions delivered through various program types and manages a majority of its assets on a non-discretionary basis.

Francisco Hernandez is a financial advisor at Empower Advisory Group in San Antonio, TX, holding Series 63 and Series 65 licenses with five years of industry experience. His prior roles include positions at Empower Financial Services, Credit Human Federal Credit Union, CUSO Financial Services, and J.P. Morgan Securities LLC. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain retail brokerage clients, using an integrated model tied to Empower’s administrative platforms. The firm emphasizes long-term portfolio returns and savings rates in its planning, offering point-in-time plans and optional managed account solutions within a large client base.

Rene Perez is a financial advisor with Sanctuary Advisors, LLC based in San Antonio, TX. He holds Series 63 and Series 66 designations and has 25 years of industry experience. Prior to joining Sanctuary Wealth in 2021, he worked with Wells Fargo Clearing and Wells Fargo Advisors LLC for a combined 10 years. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base including individuals, corporations, pension plans, and charitable organizations through a network of over 400 independent investment adviser representatives. The firm offers portfolio management, retirement plan consulting, and utilizes a range of analytical approaches across discretionary and non-discretionary account management.

Laura Ortega is a CFP® with six years of industry experience, currently serving as a financial advisor at Creative Planning. Her prior experience includes roles at Charles Schwab Bank and First National Bank of Omaha. Creative Planning is an enterprise firm managing approximately $217 billion in client assets, providing investment advisory and financial planning services to a diverse client base including individuals, corporations, foundations, trusts, and retirement plans. The firm employs a financial planning–led investment process emphasizing low-cost indexing and buy-and-hold strategies, supported by a broad range of affiliated non-investment businesses such as an affiliated law firm and trust company.

Bryan Pariseau is a financial advisor with Empower Advisory Group in San Antonio, TX, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. His prior roles include positions at Charles Schwab Bank, Charles Schwab, and USAA Financial Advisors. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain retail clients. The firm’s integrated approach links its advisory services with Empower’s recordkeeping and administrative platforms, emphasizing long-term portfolio returns and annual rebalancing.

Altaf Safri is a financial advisor with Eagle Strategies (NY Life) based in San Antonio, TX, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He has worked at Eagle Strategies since 2019 and has also been associated with Nylife Securities LLC and New York Life Insurance Co since 2010. Outside of advising, he owns Team Auto Investment Inc., an auto dealership, and is involved in a family real estate investment business managed by his wife. Eagle Strategies serves a diverse client base including individual investors and institutional plans, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored advice through various program types and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Paul Fernandez is a financial advisor with Voya Financial Advisors, Inc. He holds Series 63 and Series 65 licenses and has 20 years of industry experience. His prior roles include positions at Eagle Strategies, Bridgeway Financial Inc., NYLIFE Securities LLC, and New York Life Insurance Co. Outside of advising, he serves as a board member of the Volunteer Services Council of the San Antonio State Supported Living Center and owns a non-income generating automotive business. Voya Financial Advisors serves a diverse client base, including individuals, institutions, and retirement plan sponsors, offering financial planning, portfolio management, and consulting through various program structures. The firm provides primarily non-discretionary, recommendation-based advice and operates as both an SEC-registered investment adviser and broker-dealer.

Christine Morales is a financial advisor at Stratos Wealth Partners, Ltd with 23 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at LPL Financial, Young American Wealth Management, Wells Fargo Clearing, and Wells Fargo Advisors LLC. Morales also serves as a notary in Texas and provides administrative support to Stratos Wealth Partners. Stratos Wealth Partners offers advisory services to a diverse client base, including individual investors, trusts, charitable organizations, corporations, and institutional clients. The firm employs an open-architecture Strategic Wealth Management platform that supports both advisor-managed and model-based portfolios, emphasizing active monitoring and asset allocation across multiple custodians.

Jason Alvarado is a CFP® professional with nine years of experience in financial advisory roles. He currently works at CWM, LLC and Northwest Capital Management, having previously held positions at Morgan Stanley, Frost Bank, and other firms. Outside of finance, he was involved with Jay Alvarado Humidors for five years. CWM, LLC is an SEC-registered investment adviser serving a diverse client base including individuals, high-net-worth families, foundations, endowments, corporations, and institutions. The firm manages portfolios primarily on a discretionary basis using model portfolios overseen by an internal Investment Committee, combining fundamental and technical analysis with third-party sub-advisors and customization tools.

Courtney Connolly is a financial advisor with Rockefeller Financial LLC, holding a Series 66 designation and 26 years of industry experience. She previously worked at Bank of America and Merrill Lynch, where she spent over two decades in various advisory roles. She is based in San Antonio, TX. 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 a range of portfolio management and financial planning services and operates as a registered broker-dealer, providing securities transactions, variable insurance products, placement, and investment banking services.

Christopher Vause is a financial advisor with First Command Advisory Services in San Antonio, TX, holding a Series 66 designation and nine years of industry experience. He has worked with multiple entities within First Command since 2016 and concurrently serves as Deputy Division G4 with the Texas Army National Guard. 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 wrap-fee asset management programs managed by a centralized Investment Management Team and Wealth Portfolio Managers.

Beatriz Gutierrez is a financial advisor with PNC Wealth Management in San Antonio, Texas. She holds a Series 66 designation and has four years of industry experience. Her prior roles include positions at BBVA Securities, BBVA Insurance Agency, Bbva Usa, and Branch Banking and Trust Bank. PNC Wealth Management offers retail brokerage and advisory services, including an invitation-only, model-based digital investment program for employees. The program uses algorithm-driven risk assessment and implements portfolio strategies through mutual funds and ETFs managed by PNC or third-party strategists.

Richard Longoria II is a CFP® and ChFC® professional with 12 years of experience at VOYA Financial Advisors, Inc., where he has worked since 2014. Prior to joining VOYA, he was associated with RJG Retirement Services, LLC. In addition to his advisory role, he operates as an independent insurance agent specializing in fixed insurance products. VOYA Financial Advisors serves a broad range of clients, including individual investors, retirement plan sponsors, charitable organizations, and corporations, offering financial planning, portfolio management, and plan-sponsor consulting through various program structures.

Robert Quiroga is a financial advisor with Eagle Strategies (NY Life) in San Antonio, Texas, holding Series 63 and Series 66 registrations and possessing 10 years of industry experience. His career includes roles at Eagle Strategies LLC, Q Financial, LLC, Nylife Securities LLC, and New York Life Insurance Company. He also has 16 years of experience with the San Antonio Talons. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm offers a variety of advisory programs, emphasizing tailored recommendations and primarily managing assets on a non-discretionary basis.

David Bonney is a Certified Financial Planner (CFP®) with over 30 years of industry experience. He has been affiliated with First Command Advisory Services since 2015 and has worked with First Command Financial Services, Inc. and First Command Financial Planning, Inc. since 1996. He is based in San Antonio, TX. 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, utilizing model portfolios managed by a centralized Investment Management Team and Wealth Portfolio Managers.

Rodrigo Alvarez is a financial advisor with PNC Wealth Management in San Antonio, TX, holding Series 66 and Series 63 licenses with two years of industry experience. His prior work includes roles at PNC Investments and PNC Bank, alongside a long-term association with Walmart. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio solution that uses algorithmic risk assessment and discretionary model management with mutual funds and ETFs.

Cindy Crow is a financial advisor with First Command Advisory Services in San Antonio, TX, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. She has been with First Command Advisory Services since 2015 and has worked within affiliated First Command entities since 2012. 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 offers comprehensive financial planning and multiple wrap-fee asset management programs, managing portfolios through a centralized Investment Management Team and Wealth Portfolio Managers who select approved third-party managers.