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.

David Chapman is a CFP® professional with 22 years of industry experience, currently serving at Schwab Wealth Advisory, Inc. He has held roles at Charles Schwab & Co., Charles Schwab Bank SSB, and USAA-affiliated firms over a career spanning more than two decades. Based in San Antonio, TX, Chapman has worked extensively within prominent financial institutions. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm’s services include guidance on asset allocation and investment selection, relying on Charles Schwab’s asset-allocation models and research tools, with tailored recommendations reviewed at least annually.

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 previously worked at UBS Financial Services Inc. for 11 years and Citigroup Global Markets for 9 years. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, trusts, and charitable organizations. The firm supports a network of over 400 independent adviser representatives who employ varied investment approaches and offer both discretionary and non-discretionary portfolio management solutions.

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 27 years of experience in financial advisory. He has worked at Schwab Wealth Advisory since 2022 and has been with Charles Schwab since 2020. Prior to that, he spent nearly two decades with USAA Financial Planning Services and related entities. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients, providing non-discretionary fiduciary investment advice, financial planning, and wealth management consultations based on standardized asset-allocation models and internal research tools. The firm does not exercise discretionary trading authority and typically recommends separately managed accounts handled by third-party or affiliated managers.

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.

Alison Flaum is a ChFC® credentialed financial advisor with 28 years of industry experience, currently practicing at Eagle Strategies (New York Life). She has been affiliated with New York Life Insurance Company and Nylife Securities Inc. since 1997 and has operated her own advisory business since 2009. Outside of her advisory work, Ms. Flaum is an artist who sells her paintings. Eagle Strategies serves a diverse client base including individuals, institutional investors, and retirement plan sponsors. The firm provides financial planning, investment management, and retirement-plan advisory services with an emphasis on tailored, mostly non-discretionary asset management and fiduciary responsibilities for retirement investors.

Martha Ortega is a financial advisor with Sanctuary Advisors, LLC, holding Series 63 and Series 65 credentials and 11 years of industry experience. She has worked at Sanctuary Wealth since 2021 and was previously with Merrill from 2007 to 2021. Sanctuary Advisors provides investment advisory and financial planning services to a diverse range of clients, including individuals, corporations, pension plans, trusts, and charitable organizations. The firm supports more than 400 independent investment adviser representatives who offer customized portfolio management, financial planning, and retirement consulting through a variety of managed account solutions and advisory strategies.

Kevin Moore is a financial advisor with Commonwealth Financial Network, holding CFP® and Series 66 credentials and bringing 23 years of industry experience. He has worked with firms including I Financial and Equitable Advisors. Moore also serves as president and owner of Munford Moore, Inc., a company created to process securities and insurance business. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of nearly 2,900 advisors managing over $200 billion in client assets. The firm offers a wide range of managed-account programs, access to third-party asset managers, and comprehensive back-office services.

Brann Calvetti is a Series 66-licensed financial advisor with First Command Advisory Services, bringing seven years of industry experience. His background includes roles within multiple First Command entities since 2018 and service with the United States Department of Defense dating back to 2014. Outside of his advisory work, he serves as Treasurer on the Church Council of King of Kings Lutheran Church, managing financial oversight and accountability. First Command Advisory Services, Inc. is an SEC-registered investment adviser focused on individuals, corporate, and charitable clients, with particular attention to active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, delivering investment management through a centralized team that selects portfolios and managers from prescreened lists.

Alex Perez is a financial advisor with Foundations Investment Advisors LLC in San Antonio, TX, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has previously worked at Principal Securities Inc, Principal Life Insurance Company, and OFG Financial Services, Inc., and he is the owner of Spectrum Advisory Group, LLC. Foundations Investment Advisors provides financial planning and portfolio management services to individuals, high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm employs a mix of fundamental, technical, and cyclical analysis, using model portfolios and an asymmetric rebalancing approach, and engages third-party sub-advisers and custodians to support its investment strategies.

Raymond Aguillon Jr. is a financial advisor at Independent Financial Partners with 27 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with firms including IFP Securities, LLC and LPL Financial. He is also involved with the Aguillon Golf Classic, an activity he has maintained since 1993. Independent Financial Partners is a nationwide advisory firm supporting a decentralized platform of approximately 261 advisors managing a broad range of clients, including individuals, charities, corporations, and high-net-worth investors. The firm offers investment advisory, financial planning, trust, and retirement-plan services, with a notable focus on retirement-plan advisory and pension consulting.

Mark Swindell is a financial advisor with First Command Advisory Services in San Antonio, TX. He holds the Series 66 designation and has 12 years of industry experience. His work history includes roles at First Command Financial Planning, Inc., First Command Advisory Services, and First Command Insurance Services, Inc., where he has been employed since 2013. 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 provides financial planning and multiple wrap-fee asset management programs utilizing model portfolios and third-party managers selected by an internal Investment Management Team.

Chloe Tramontano is a financial advisor at Rockefeller Financial LLC, holding a Series 66 credential with approximately one year of industry experience. Her prior roles include positions at Mondrian Investment Partners, Lamb Insurance Services, Glenmede Trust Company, and Penn Capital Management. 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 portfolio management, financial planning, and consulting services through a Private Advisor model and a consolidated investment platform that includes equities, fixed income, and alternatives, alongside brokerage and investment banking capabilities.

Michael Tramontano is a financial advisor with Rockefeller Financial LLC, holding Series 63 and Series 65 designations and 30 years of industry experience. He previously worked at Merrill and Bank of America, N.A., with over two decades of experience between those firms. 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 discretionary and non-discretionary portfolio management, financial planning, and consulting, operating uniquely as a registered broker-dealer with capabilities in securities transactions, variable insurance products, placement, and investment banking services.

Robert Echavarria is a financial advisor with Rockefeller Financial LLC in San Antonio, TX, holding a Series 66 designation and 26 years of industry experience. His career includes prior roles at Bank of America, Merrill, and BBVA Compass Investment Solutions. Rockefeller Financial LLC serves high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers portfolio management, financial planning, and consulting services, operating as a registered broker-dealer with capabilities in securities transactions, variable insurance products, and investment banking, organized around a Private Advisor model and a consolidated investment platform.