John Grigsby Jr. is a CFP® professional with over 42 years of experience in financial advisory services. He has been with First Command Advisory Services since 2015 and has worked extensively with associated First Command entities since 1983. In addition to his advisory role, he owns Viking Financial Services LLC, through which he provides financial and administrative support. First Command Advisory Services, Inc. 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 managed by a centralized Investment Management Team and Wealth Portfolio Managers.

Patrick Dempsey is a CFP® with 33 years of industry experience, currently serving at Commonwealth Financial Network since 2005. He holds Series 63 and Series 65 licenses and operates Dempsey Wealth Management LLC, a business involved in securities and insurance activities. Commonwealth Financial Network supports a national network of approximately 2,950 advisors by providing back-office operations, technology, investment management, and compliance services. The firm offers various advisory programs and discretionary model portfolios, enabling advisors to construct client portfolios with a broad range of securities and insurance products.

David Webb is a financial advisor with Eagle Strategies (NY Life) in San Antonio, TX, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. He has been associated with Eagle Strategies since 2012 and operates Atlas Retirement Strategies, LLC, focusing on offering New York Life products and services. Webb is also licensed to broker non-registered insurance products and maintains a property and casualty insurance license. Eagle Strategies serves a diverse client base, including individuals and institutions, providing financial planning, investment management, and retirement-plan advisory services. The firm delivers tailored advice through various programs and emphasizes non-discretionary asset management within an integrated New York Life affiliate structure.

Coley Bellamy is a financial advisor with Eagle Strategies (NY Life) based in San Antonio, TX, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. He has been with Eagle Strategies since 2021 and has worked with NYLife Securities LLC and New York Life Insurance Company since 2013. Eagle Strategies serves a diverse client base including individual investors and institutional plans, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and provides a range of advisory programs, with the majority of assets managed on a non-discretionary basis.

Brett Daniels is a Series 66-credentialed financial advisor with 15 years of industry experience. He currently works at Rockefeller Financial LLC, where he has been since 2021. Prior to this, he held positions at Bank of America, N.A. and Merrill from 2010 to 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 offers a range of portfolio management, financial planning, and consulting services, and operates as a registered broker-dealer that provides securities transactions, variable insurance products, placement, and investment banking services.

Jonathan Klug is a Series 66 licensed financial advisor with 18 years of industry experience, currently serving at Sanctuary Advisors, LLC since 2021. He previously worked at Bank of America, N.A. and Merrill Lynch, each for over a decade. Outside of his advisory role, Klug serves on the boards of the UTSA Alumni Association and the Sunshine Cottage School for Deaf Children, participating in fundraising and finance committees. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, trusts, and charitable organizations, through a network of more than 400 independent adviser representatives. The firm offers a variety of portfolio management solutions and emphasizes a fiduciary approach under written advisory agreements.

Wesley Mlcak is a CFP® professional with 22 years of industry experience, currently serving at First Command Advisory Services since 2015. He has worked within the First Command organization since 2007, covering advisory and insurance roles. Wesley established an LLC for tax reporting purposes but does not engage in business activities outside of his primary role. First Command Advisory Services is an SEC-registered investment adviser that serves individuals, corporate, and charitable clients, with a longstanding focus on active-duty service members and their families. The firm offers comprehensive financial planning and multiple wrap-fee asset management programs, implemented through a centralized Investment Management Team and Wealth Portfolio Managers who select model portfolios and approved third-party managers.

Nathan Quinlan is a financial advisor at First Command Advisory Services with two years of industry experience. He holds Series 65 and Series 63 licenses and previously served in the United States Air Force for 22 years. Quinlan has worked with various First Command entities since 2023. 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, managing portfolios through a centralized Investment Management Team and Wealth Portfolio Managers who select from approved mutual funds, ETFs, and third-party managers.

Alfredo Larosa is a financial advisor at Corient with 34 years of industry experience. He holds a Series 63 designation and has worked previously at Intercontinental Wealth Advisors LLC and Intercontinental Asset Management Group, Ltd. Larosa is based in San Antonio, TX. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, pension and profit-sharing plans, charitable organizations, and corporations. The firm employs a goals-based, team investment approach that integrates in-house strategies with third-party managers and uses risk management tools to align portfolios with client objectives.

Kelly O’Day is a financial advisor at First Command Advisory Services with nine years of industry experience. He has worked at various entities within the First Command organization since 2016 and served in the US Navy from 2011 to 2017. Outside of advising, he holds a landlord role at a rental property business. 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 utilizing model portfolios managed by an internal Investment Management Team.

Jesus Sifuentes is a financial advisor with Guardian Life and holds Series 63 and Series 65 licenses. He has six years of industry experience and has previously worked at firms including Park Avenue Securities, Dominion Capital LLC, and New York Life Insurance Company. Outside of his advisory role, he supervises a legal research and drafting team at Jimenez Wealth Legal Advisors PC. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a broker-dealer and SEC-registered investment adviser affiliated with The Guardian Life Insurance Company of America. The firm serves individuals, pension plans, charitable organizations, and corporate clients with a range of brokerage, financial planning, and advisory services.

Aaron Davila is a financial advisor at OSAIC Institutions, Inc. with three years of industry experience. He holds a Series 66 designation and has worked at firms including Infinex Investments and AFFCU. Prior to his advisory career, he held positions at Northwestern University and spent time in education-related roles. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments, operating through a hybrid adviser/broker-dealer model with a focus on both discretionary and non-discretionary accounts.

Stacey Martinez is a financial advisor with TIAA-CREF in San Antonio, TX, holding Series 65 and Series 66 licenses and bringing 27 years of industry experience. She has been with TIAA and its affiliated entities since 2012. TIAA‑CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs primarily to individuals connected to employer retirement plans, as well as trusts, estates, and small retirement plans. The firm offers both point-in-time financial planning and ongoing portfolio management, using a mix of model and customized portfolios within a vertically integrated advisory structure.

Zachary Mc Cown is a CFP® with nine years of industry experience, currently serving at Steward Partners Investment Advisory, LLC. His prior roles include positions at Raymond James and Associates and Edward Jones. He also has a background outside finance in the hospitality industry with Cotton Patch Cafe and in education at Tarleton State University. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in assets. The firm serves a diverse client base including individuals, retirement plans, corporations, trusts, and charitable organizations, offering a range of portfolio management and financial planning services through both proprietary and third-party solutions.

Charles Maddox is a financial advisor with Empower Advisory Group in San Antonio, TX. He holds Series 66 and Series 63 licenses and has one year of industry experience. His prior roles include positions at Empower Financial Services, Amcap Mortgage, Nationwide Insurance, and several banking institutions. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain retail clients. The firm integrates its services with Empower’s recordkeeping and administrative platforms and offers point-in-time financial plans alongside optional managed account solutions.

Sidney Frith is a Series 66-licensed financial advisor with three years of industry experience, currently affiliated with First Command Advisory Services. Prior to his advisory roles, he served in the United States Air Force for 20 years. He is the owner of S J Wealth, LLC, a business formed to support his advisor activities at First Command. 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 managed through a centralized Investment Management Team and Wealth Portfolio Managers.

Matthew Donaghue is a CFP® professional with 21 years of industry experience, currently serving as a financial advisor at Kestra Advisory. His prior experience includes roles at Cetera and Foresters Financial Services. Outside of advisory work, he is a managing member and agent at Mission Insurance Planners, LLC, where he sells fixed life, health, disability, long-term care, and annuity products, and he serves as an instructor for CLTC training courses. Kestra Advisory provides investment advisory and retirement-plan consulting services to plan sponsors and a diverse range of institutional and individual clients. The firm offers fiduciary consulting, plan design, employee education, and access to multiple management platforms and third-party solutions.

Roxiane Kerns is a financial advisor with Rockefeller Financial LLC, holding a Series 66 designation and bringing 30 years of industry experience. She worked at Merrill Lynch from 1984 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 offers a range of portfolio management and financial planning services, operating uniquely as both a registered broker-dealer and an investment advisor with an integrated platform that includes discretionary and non-discretionary solutions across various asset classes.

Kenneth Michaud is a CFP® professional with 29 years of industry experience, currently serving with First Command Advisory Services. His prior experience includes roles at Frost Investment Services, Broadway Wealth Solutions, Broadway Bank, and USAA Investment Management Company. Michaud is based in San Antonio, TX. First Command Advisory Services is an SEC-registered investment adviser focused on individuals, corporate, and charitable clients, with a particular emphasis on active-duty service members and their families. The firm provides financial planning and multiple wrap-fee asset management programs featuring model portfolios constructed and monitored by a centralized Investment Management Team.

Christine Pilgrim is a financial advisor with Eagle Strategies (NY Life) based in San Antonio, TX. She holds a Series 66 designation and has six years of industry experience. Ms. Pilgrim has been affiliated with Eagle Strategies since 2022 and has extensive tenure with New York Life Insurance Company and NYLIFE Securities LLC dating back to 1998. Outside of her advisory work, she is also an author of a religious and spiritual book scheduled for publication in 2025. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm focuses on tailored recommendations and emphasizes non-discretionary management across its advisory accounts, working with both retail and institutional investors within an integrated New York Life affiliate structure.