Christo Naranja is a financial advisor with Bankers Life Advisory Services, Inc. He holds a Series 66 designation and has one year of industry experience. Prior to his current role, he held various positions within Bankers Life entities and has experience managing and training a team of agents in an agency director capacity. Bankers Life Advisory Services, Inc. provides discretionary portfolio management, investment consulting, and retirement plan consulting primarily to mass-affluent and high-net-worth individuals, focusing on customized asset allocation, periodic rebalancing, and a blend of fundamental and technical analysis to guide investment decisions.

John Young is a CFP® and holds a Series 66 license, with 18 years of experience in the financial services industry. He is currently with Stratos Wealth Partners, Ltd and has previously worked at Wells Fargo Clearing and its affiliated entities for a decade. Young serves on the investment committee for the New Braunfels Community Foundation. Stratos Wealth Partners, Ltd is an SEC-registered enterprise adviser with approximately 379 advisors and $18.6 billion in assets under management. The firm serves a diverse client base including individuals, retirement plans, corporations, nonprofits, and institutions, offering a range of advisory and investment management services through an independent advisor model and an open-architecture platform incorporating multiple third-party managers.

Peter Perez is a financial advisor with Primerica Advisors in San Antonio, TX, holding Series 63 and Series 65 licenses. He has three years of industry experience, including prior roles at Guardian Life Insurance Company, Principal Funds Distributor, and New York Life Insurance Co. Outside of finance, he was involved with AA Rated Lawn and Haus. Primerica Advisors operates as part of a large enterprise serving a broad retail client base with both brokerage and advisory services, offering multiple proprietary and third-party investment programs along with financial planning and consulting solutions.

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 37 years of industry experience. He has held positions at Intercontinental Wealth Advisors LLC and related entities for over three decades before joining Corient in 2023. Korngold manages a family partnership investment portfolio and serves as a general partner at WMS GP, LLC, providing wealth advice. Corient offers investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, and charitable organizations. The firm uses a goals-based, team investment approach combining in-house strategies with third-party manager solutions, incorporating risk management tools and alternative investments where appropriate.

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.

Shanna Wilson is a financial advisor with Empower Advisory Group in New Braunfels, TX, holding Series 63 and Series 66 licenses and possessing 10 years of industry experience. Her previous roles include positions at NYlife Securities LLC and New York Life Insurance Company. She serves as a board member for Pink Warrior Advocates, a nonprofit supporting women battling breast cancer. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and certain retail brokerage clients. The firm’s integrated model emphasizes long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

Yvette Barrera is a financial advisor with Foundations Investment Advisors LLC, holding a Series 65 credential and five years of industry experience. She serves as a Board of Trustee member for New Braunfels Utilities, a role focused on setting and monitoring strategic goals. Barrera’s background includes roles at Texas Financial Advisory and work with ID Life, where she is involved in Medicare supplement sales. Foundations Investment Advisors provides financial planning and portfolio management to individual, high-net-worth clients, and institutional clients through a broad network of representatives. The firm employs a combination of fundamental, technical, and cyclical analysis, utilizing model portfolios and sub-advisory arrangements to tailor 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.

Angela Melchor is a Certified Financial Planner® with 11 years of experience in the financial industry. She has worked at firms including Ameriprise Financial Services, PNC Investments, and BBVA Wealth Solutions. Melchor is based in San Antonio, TX, and holds Series 63 and Series 65 licenses. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account for employees that uses approved strategies managed by PNC or third-party strategists.

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.

Casper Terpinski is a financial advisor at Steward Partners Investment Advisory, LLC with 40 years of industry experience. He holds Series 63 and Series 65 credentials. Prior to joining Steward Partners in 2025, he worked at LBMZ Securities, Inc. and Zacks Investment Management for 17 years. Outside of his advisory role, he is a co-owner of TURNPRO LLC, a business involved in the development and sales of magnetic pick-up tools. Steward Partners Investment Advisory, LLC is an SEC-registered, enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals, pension plans, corporations, trusts, estates, and charitable organizations, offering a range of investment advisory, financial planning, and managed account services tailored through proprietary and third-party portfolio solutions.

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.