George Turnage III is a financial advisor with GWN Securities Inc., holding Series 63, 65, and 66 licenses and 10 years of industry experience. Prior to joining GWN Securities in 2020, he worked at Walmart in various roles from 2015 to 2020. Outside of his advisory work, he is a partner in Brotherhood Comics, a retail business with online sales. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through discretionary managed accounts, financial planning, and access to third-party sub-advisers. The firm operates a large network of advisors and offers a range of managed-account programs and model portfolios, including legacy market-timing and momentum-based strategies.

Ruth Torres is a financial advisor at Lincoln Investment in San Antonio, TX, holding a Series 66 designation with eight years of industry experience. Her prior work history includes roles at Bank of America, Merrill, and ONE Advisory Partners, LLC. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers financial planning, retirement plan advice, and various investment programs managed by an internal Investment Management & Research team using both strategic and tactical approaches.

Daniel Aranda is a financial advisor with Eagle Strategies (NY Life) based in San Antonio, TX. He holds the Series 63 and Series 65 designations and has 13 years of industry experience, including his time with New York Life and Nylife Securities LLC. Outside of his advisory role, he is involved in a small business selling puppies. Eagle Strategies serves a diverse range of individual and institutional clients by 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.

Liliana Kaufmann is a financial advisor with Sanctuary Advisors, LLC in San Antonio, TX, holding a Series 66 designation and 15 years of industry experience. She previously worked at Merrill from 2008 to 2019 before joining Sanctuary Advisors and Sanctuary Securities in 2019. She serves on the Finance Council for Blessed Sacrament Catholic Church, advising on financial matters as a parishioner board member. Sanctuary Advisors provides investment advisory and financial planning services to a diverse range of clients, including individuals, corporations, pension plans, trusts, and charitable organizations, through a network of over 400 independent adviser representatives. The firm offers various portfolio management options and consulting services, employing multiple analytical approaches and acting as a fiduciary when agreements are in place.

Randolph Daniels Jr. is a financial advisor with Sanctuary Advisors, LLC in San Antonio, TX, holding a Series 66 license and 14 years of industry experience. He previously worked at Bank of America and Merrill from 2012 to 2021 before joining Sanctuary Wealth in 2021. He serves as Treasurer for the UTSA Alumni Association, where he prepares financial reports and participates in fundraising activities. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, and charitable organizations. The firm supports independent advisers with a range of portfolio management options and employs various analytical approaches, operating as a fiduciary when a written advisory agreement is in place.

Collin Fabac is a financial advisor at Commonwealth Financial Network with nine years of industry experience. His prior roles include positions at Kin Wealth, Frost Investment Services, Frost Brokerage Services, and Axa Advisors. He holds Series 63 and Series 66 designations. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of nearly 2,900 affiliated advisors and a broad client base. The firm provides a comprehensive adviser-support platform, including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Eric Young is a Series 66-licensed financial advisor with First Command Advisory Services in San Antonio, TX, bringing eight years of industry experience. Prior to his advisory career, he served 31 years in the U.S. Navy. 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 multiple wrap-fee asset management programs using model portfolios and third-party managers selected by an internal Investment Management Team.

Harvinder Sahni is a financial advisor at Guardian Life with 27 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at several firms including MassMutual, Cetera, and New York Life. He is also a partner in Maximus Benefit Partners, an outside business focused on health insurance. Guardian Life, through its subsidiary Park Avenue Wealth Management, serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients with brokerage services, financial planning, and investment advisory programs that utilize both proprietary and third-party models.

Jason Davis is a financial advisor with Eagle Strategies (NY Life) based in San Antonio, TX. He holds Series 63 and Series 65 licenses and has two years of industry experience. His prior work includes roles at Bank of America, Merrill, and Wells Fargo Bank. Eagle Strategies serves individual and institutional clients with financial planning, investment management, and retirement-plan advisory services. The firm offers tailored advice through multiple program types and manages a substantial amount of assets primarily on a non-discretionary basis within the integrated New York Life affiliate structure.

Peter Cavazos is a financial advisor at Citigroup Global Markets with seven years of industry experience. He holds Series 66 and Series 63 licenses. Prior to joining Citigroup in 2017, he worked at BBVA Compass Bank (now PNC Bank) and Tesla Motors & Energy. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies and maintains in-house research and market roles that distinguish it from many peers.

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.

Brooks Mc Call is a financial advisor with Sanctuary Advisors, LLC, holding Series 63 and Series 65 designations and bringing 24 years of industry experience. He previously worked at International Assets Advisory, LLC for ten years before joining Sanctuary Securities, Inc., and later Sanctuary Advisors, LLC. 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 more than 400 independent adviser representatives offering portfolio management, retirement plan consulting, and a variety of account management options through both discretionary and non-discretionary approaches.

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.

Samphors Chea is a financial advisor with Citigroup Global Markets in San Antonio, TX, holding Series 66 and Series 63 licenses and six years of industry experience. Prior to joining Citigroup in 2018, he worked at Texas A&M University - San Antonio and H&R Block. Outside of his advisory role, he owns and manages a bakery shop, working approximately 10 hours per month on cash flow and operations, and also works as a baker for Shipley Donuts. Citigroup Global Markets serves individual and institutional clients across a range of wealth segments, offering multi-asset investment advisory programs alongside broker-dealer execution and custody services. The firm combines large institutional scale with specialized market roles, providing discretionary and non-discretionary strategies that include exposure to alternative and digital-asset products.

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.

Patrick Warchol Sr. is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 designations and nine years of industry experience. He has been with Citibank since 2015. Outside of his advisory role, he creates and sells handcrafted woodworks such as birdhouses and planter boxes at local community events in San Antonio. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment programs alongside broker-dealer execution and custody services. The firm combines large institutional scale with specialized market roles, providing both discretionary and non-discretionary portfolio management and bespoke solutions for high-net-worth clients.

Ronnie Kirby is a financial advisor at Citigroup Global Markets with two years of industry experience. He holds a Series 66 designation and has worked at Citigroup since 2025, previously associated with Equitable Advisors, LLC, and experience in various roles outside of finance including positions at FedEx and Techtronic Industries. Citigroup Global Markets serves individual and institutional clients across a range of wealth segments, offering multi-asset investment advisory programs and execution and custody services. The firm is notable for its large institutional scale, in-house research capabilities, and its roles as a security-based swap dealer and futures commission merchant.

Celeste Reyes Luna is a financial advisor with Sanctuary Advisors, LLC, holding a Series 66 designation and 26 years of industry experience. She has been with UBS Financial Services Inc. since 2009. Sanctuary Advisors, LLC serves a broad mix of clients including individuals, corporations, pension plans, trusts, and charitable organizations through more than 400 independent investment adviser representatives. The firm offers portfolio management, financial planning, retirement plan consulting, and utilizes a variety of investment approaches while acting as a fiduciary under written advisory agreements.

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.