Kevin Martin is a CFP® professional with four years of industry experience, currently serving as a financial advisor at Mariner since 2025. Prior to joining Mariner, he worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. from 2022 to 2025. Mariner serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations through investment management, financial planning, and retirement plan consulting. The firm combines in-house research with third-party managers to implement customized portfolios and offers integrated tax and accounting services alongside traditional portfolio management.

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.

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.

Anne Buck is a financial advisor at Kestra Advisory with 35 years of industry experience. She holds the Chartered Financial Consultant (ChFC®) designation along with Series 63 and Series 65 licenses. Prior to joining Kestra Advisory, she spent a decade with Securities America Advisors, Inc. Buck is involved in several business activities outside her advisory role, including serving as managing member of a legal services LLC and participating in real estate and cattle leasing ventures. Kestra Advisory provides investment advisory and retirement plan consulting services to a diverse client base, including plan sponsors and institutional and individual investors. The firm offers fiduciary consulting, plan design, compliance testing, and investment advice supported by due diligence, serving a range of clients from individuals to sovereign wealth funds.

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.

Courtney Turnage is a financial advisor with GWN Securities Inc. in Garden Ridge, TX, holding Series 63 and Series 65 credentials and with 20 years of industry experience. She has been with GWN Securities since 2014 and has been self-employed since 2004. Turnage is also the owner of Turnage Wealth Management, LLC, an investment planning firm, and serves as chapter president and speaker for the Society for Financial Awareness, a nonprofit focused on financial education. GWN Securities provides investment advisory and related services to individual and corporate clients through various managed account programs and financial planning services. The firm employs a mix of sub-advisers and model-based allocations grounded in asset allocation and Modern Portfolio Theory, and is known for its use of market-timing and momentum-based strategies in legacy programs.

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.

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.

Joseph Schuetze is a financial advisor at Sanctuary Advisors, LLC with 24 years of industry experience. He holds a Series 66 designation and has previously worked at PAX Financial Group, LLC and Financial LLC (formerly LINSCO/Private Ledger). Sanctuary Advisors, LLC provides investment advisory and financial planning services to a broad range of clients, including individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm supports over 400 independent investment adviser representatives and offers portfolio management, retirement plan consulting, and access to various investment strategies through discretionary or non-discretionary account management.

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.

Robert Budraitis is a financial advisor at Empower Advisory Group with 15 years of industry experience. He holds the Series 66 designation and has worked in roles at USAA Financial Planning Services, Usaa Investment Management Company, Charles Schwab & Co, and Charles Schwab Bank. Outside of his advisory work, he is co-owner and partner of ASVB LLC, an online retail and print-on-demand business. 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. The firm offers integrated services linked to Empower’s administrative platforms, including point-in-time financial plans and optional managed account solutions.

Kurt Steves is a financial advisor at Luther King Capital Management Corporation with 21 years of industry experience. His prior roles include positions at TCBI Securities, Texas Capital Bank, Suntrust Robinson Humphrey, and Fifth Third Securities. He holds Series 65 and Series 63 designations. Luther King Capital Management Corporation advises a range of institutional and individual clients, including trusts, foundations, pension plans, and government entities. The firm employs fundamental, bottom-up analysis across diverse equity and fixed income strategies and manages various mutual funds, separately managed accounts, and private investment partnerships.

Michael Chase Jr. is a CFP® professional at Mariner with six years of industry experience. He has been with Mariner Wealth Advisors since 2016. Mariner serves a diverse client base including individuals, high-net-worth households, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and private funds. The firm offers investment management, financial planning, retirement plan consulting, and coordinated tax and family office services, utilizing customized portfolios overseen by an Investment Committee and supported by internal and third-party managers.

Vanessa Jourdan is a Series 66-credentialed financial advisor with 10 years of industry experience. She has worked at Mariner Wealth Advisors since 2021 and previously held positions at JPMorgan Securities LLC, JPMorgan Chase Bank NA, Southern Wealth Management, and Popular Securities. Mariner serves a diverse client base, including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and tax services. The firm employs customized portfolio strategies overseen by an Investment Committee and integrates tax and accounting services uncommon for an enterprise of its size.