Gregory Drew is a financial advisor with Independent Financial Partners in San Antonio, TX, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His prior work includes roles at LPL Financial and IFP Securities, LLC. He serves as a board member of The Coppini Academy of Fine Arts, an organization dedicated to promoting classic, representational art through community programs and exhibitions. 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 with over 260 advisors and offers a decentralized advisory model alongside formal retirement-plan advisory and pension consulting capabilities.

Raymond Frueboes is a CFP® professional with nine years of industry experience. He is currently with Sequoia Financial Group, L.L.C. and previously worked at firms including TIAA, Citigroup Global Markets, SWBC Investment Company, Charles Schwab, and Fidelity Brokerage Services. Sequoia Financial Advisors, LLC provides wealth planning, investment management, and retirement-plan and business-consulting services to a diverse range of clients, including high-net-worth individuals, charitable organizations, corporations, trusts, and family offices. The firm employs a combination of in-house models, custom portfolios, and third-party managers, with oversight from an Investment Policy Committee that regularly reviews and rebalances portfolios.

Gregory Kelly is a financial advisor with Eagle Strategies (NY Life) in San Antonio, TX, holding Series 63 and Series 65 licenses and bringing four years of industry experience. His career includes roles at NYLIFE Securities LLC and New York Life Insurance Company. Outside of advising, he serves on the board of directors for Caiden's Hope Foundation and participates in oversight committees for the Alamo Colleges District. 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 tailored solutions across multiple program types, emphasizing non-discretionary asset management and fiduciary responsibilities in retirement planning.

Leslie Nettles Zamora is a financial advisor with Sequoia Financial Group, L.L.C. in San Antonio, TX, holding Series 63 and Series 66 credentials and bringing nine years of industry experience. Prior to joining Sequoia in 2025, she worked for six years at Raymond James & Associates Inc. Her background also includes roles in education within the Comal and North East Independent School Districts. Sequoia Financial Advisors, LLC provides wealth planning, investment management, and retirement-plan and business-consulting services to a diverse client base, including high-net-worth individuals, charitable organizations, corporations, trusts, and family offices. The firm employs a mix of in-house model portfolios, custom accounts, and third-party manager selection, supported by an Investment Policy Committee and extensive research resources.

Pamela Wise is a financial advisor with Guardian Life and holds a Series 66 credential. She has 18 years of industry experience, including roles at Park Avenue Securities and Farmers Insurance. Outside of financial services, she owns Pam's Saucy Spoon, a business specializing in baked goods and pre-made meals. Park Avenue Securities LLC, operating as Park Avenue Wealth Management, is a broker-dealer and SEC-registered investment adviser serving individuals, pension plans, charitable organizations, and corporate clients. The firm offers brokerage services, financial planning, retirement consulting, and investment advisory programs, utilizing both proprietary and third-party model portfolios.

Karen Twitty is a Series 66-licensed financial advisor with First Command Advisory Services in San Antonio, TX, bringing five years of industry experience. Prior to joining First Command, she worked with the Department of Defense Education Activity and in educational roles. She is also a member of Twitty and Associates, a non-investment-related business. First Command Advisory Services provides financial planning and wrap-fee asset management programs primarily serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm employs a centralized investment management team and offers a range of model portfolios utilizing mutual funds, ETFs, and third-party managers.

Ili Mansfield is a financial advisor at First Command Advisory Services with three years of industry experience. Mansfield holds the Series 66 designation and has worked within various entities of First Command since 2022. Prior to entering the financial services industry, Mansfield had roles in hospitality and early childhood education. 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 financial planning and multiple wrap-fee asset management programs managed by a centralized Investment Management Team and Wealth Portfolio Managers using a structured model portfolio approach.

Shane Pfeffer is a financial advisor with VOYA Financial Advisors, Inc. in San Antonio, TX, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He has been with VOYA Financial Advisors since 2014. Outside of his advisory role, he is involved in cattle farming through Shane Pfeffer Farms and operates as an independent insurance agent. VOYA Financial Advisors, Inc. provides investment advisory, brokerage, financial planning, and retirement plan services to a diverse client base, including individuals, charitable organizations, and corporations. The firm offers a range of investment programs combining model portfolios and manager-driven sleeves, with a significant focus on non-discretionary assets and an integrated advisory and broker-dealer platform.

Howard Lutz is a financial advisor with Corient based in San Antonio, TX, holding Series 63 and Series 66 licenses, and has nine years of industry experience. His prior roles include positions at Intercontinental Wealth Advisors LLC and Broadway Bank. Corient provides investment advisory and financial planning services to a wide range of clients, including individuals, trusts, pension plans, and corporate entities. The firm uses a goals-based, team investment approach that integrates in-house strategies with third-party managers and employs risk management tools and alternative investment options.

Brandon Bowman is a financial advisor at Ameritas Advisory Services, LLC with 21 years of industry experience. He holds the Series 66 designation and has worked at firms including Midwest Financial Solutions, Granite Financial Solutions, LPL Financial, and Cetera Financial. Bowman is also licensed as an independent insurance agent to sell fixed insurance products. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm offers fee-based asset management, fiduciary retirement plan advice, and a range of portfolio management options utilizing model portfolios, third-party sub-advisers, and custom strategies.

Rachell Roach is a financial advisor with Eagle Strategies (NY Life) based in San Antonio, TX. She holds the Series 65 and Series 63 licenses and has four years of industry experience. Prior to her financial services career, she served in the United States Air Force for 24 years. Roach volunteers as a poll worker in Comal County, assisting with voter registration and election procedures. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages a substantial portion of assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Taylor Gaudlitz is a Series 66-credentialed advisor with First Command Advisory Services in San Antonio, TX, and has five years of industry experience. His background includes roles across multiple First Command entities since 2020 and prior work with Instacart and the Cockrell Butterfly Center at Houston Museum of Natural Science. First Command Advisory Services, Inc. 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 managed by a centralized Investment Management Team, emphasizing in-person financial coaching and an employee-ownership structure.

David Lloyd Jr. is a financial advisor with Rockefeller Financial LLC in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He previously worked at UBS Financial Services for 17 years before joining Rockefeller Financial in 2021. Rockefeller Financial LLC serves ultra-high and high-net-worth individuals, families, family offices, charities, corporations, and retirement plans by providing wealth management, financial planning, portfolio management, and retirement plan consulting. The firm combines wealth, trust, and insurance services through its Rockefeller Global Family Office platform and offers access to alternative and private investments alongside traditional asset management solutions.

Araceli Hernandez is a financial advisor with First Command Advisory Services and holds Series 63 and Series 65 licenses. She has nine years of industry experience and has been with various First Command entities since 2013. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, utilizing a centralized Investment Management Team to manage model portfolios and third-party managers.

Jeffrey Higgins is a CFP® with 34 years of experience in the financial services industry. He is affiliated with Independent Financial Partners and has worked at IFP Securities, LLC, Independent Financial Partners, and LPL Financial, LLC. Higgins also maintains direct contracts with fixed insurance carriers for health, disability, and fixed annuity products. Independent Financial Partners is a nationwide advisory firm supporting a network of independent Investment Adviser Representatives. The firm offers a decentralized advisory model with flexible investment options and specializes in retirement-plan advisory and pension consulting services.

Sonali Patel is a financial advisor at Prime Capital Financial with five years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Texas Capital Bank, Texas Capital Bank Private Wealth Advisors, Martin Capital Advisors, LLP, SharesPost Financial, Macro Risk Advisors, and a pediatric oncology infusion center. She serves on the Board of Restore Education and volunteers with Teach For America in San Antonio. Prime Capital Financial is an SEC-registered advisory firm serving individuals, trusts, corporations, and retirement plans. The firm offers asset management, financial planning, retirement plan trustee services, and family office offerings, utilizing a range of investment strategies and coordinated tax and financial administration services.

Patricia Rivera is a financial advisor at CWM, LLC with 14 years of industry experience. She holds a Series 66 credential and has worked previously at Edward Jones and USAA Financial Advisors, Inc. Rivera is based in San Antonio, TX. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm manages portfolios on a discretionary basis using model portfolios and various analysis tools, with a focus on fiduciary processes and retirement plan services.

Andrew Wilson is a financial advisor with Bankers Life Advisory Services, Inc., holding Series 63 and Series 66 credentials and 19 years of industry experience. He has worked with Bankers Life Securities, Inc. since 2016 and has been involved with Bankers Life & Casualty since 1999, where he serves as an insurance agent and unit sales manager. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan consulting. The firm employs a combination of fundamental, technical, and cyclical analysis to create tailored portfolios aligned with clients’ goals, risk tolerances, and time horizons.

Quinton Tramontano is a financial advisor at Rockefeller Financial LLC with a Series 66 designation and 10 years of industry experience. He previously worked at Bank of America and Merrill from 2016 to 2021 before joining Rockefeller Financial in 2021. 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 provides discretionary and non-discretionary portfolio management, financial planning, and consulting, and operates as a registered broker-dealer offering a range of securities, insurance, placement, and investment banking services.

Claude Koontz is a CFA® charterholder with 19 years of industry experience. He is currently with Sequoia Financial Group, L.L.C. and has also served as Portfolio Manager at M Capital Advisors since 2012. Prior to joining Sequoia in 2023, he worked at Mastrapasqua Asset Management. Sequoia Financial Advisors, LLC provides wealth planning, investment management, and retirement-plan and business-consulting services to a diverse client base, including high-net-worth individuals, charitable organizations, corporations, trusts, and family offices. The firm uses a combination of in-house model portfolios, custom accounts, and third-party manager selection, supported by research and an Investment Policy Committee that regularly reviews and rebalances portfolios.