Robert Echavarria is a financial advisor with Rockefeller Financial LLC, holding a Series 66 designation and 25 years of industry experience. He has worked at Rockefeller Financial since 2021 and previously spent nine years with both Bank of America, N.A. and Merrill. 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 portfolio management, financial planning, consulting, and also operates as a registered broker-dealer offering securities transactions, variable insurance products, and investment banking services through a Private Advisor model and a consolidated investment platform.

Oscar Hernandez Jr. is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 licenses and possessing eight years of industry experience. His prior roles include positions at PNC Investments, Citigroup, Victory Capital Advisers, Inc., and Citi. Outside of his advisory work, he is the owner of Coffee Bee, a non-investment-related business. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital platform for discretionary model accounts that employ algorithm-driven risk assessment and invest primarily in mutual funds and ETFs.

Jaden Butnaru is a financial advisor at Sanctuary Advisors, LLC with a Series 66 designation and two years of industry experience. Prior to joining Sanctuary Advisors, he worked at Charles Schwab & Co., Inc. and Mirau Capital Management, Inc. among other positions. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations through a large network of independent advisers. The firm supports a variety of portfolio management strategies and acts as a fiduciary under written agreements.

Charles E Hoffman Jr. Jr. is a financial advisor with Rockefeller Financial LLC, holding Series 63 and Series 65 designations and bringing 30 years of industry experience. He previously worked at UBS Financial Services from 2013 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, consulting, and operates as a registered broker-dealer offering securities transactions, insurance products, and investment banking services through a Private Advisor model and a consolidated investment platform.

Bradley Tobler is a financial advisor with Centaurus Financial, Inc. in San Antonio, TX, holding Series 63 and Series 66 licenses and possessing 17 years of industry experience. Prior to joining Centaurus Financial in 2020, he worked at FSC Securities Corporation for 11 years. Tobler serves as a director of Wish For Our Heroes, a nonprofit supporting military families, dedicating significant time to building relationships with military commands. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers a range of financial planning and portfolio management options, combining discretionary and non-discretionary strategies with multiple analytical approaches.

Gloria Cisneros is a financial advisor at Sanctuary Advisors, LLC with a Series 65 designation and five years of industry experience. Her prior roles include positions at Broadway Wealth Solutions, Inc. and Broadway Bank. Sanctuary Advisors, LLC serves a diverse client base including individuals, corporations, pension plans, trusts, estates, and charitable organizations through a network of over 400 independent investment adviser representatives. The firm offers portfolio management, financial planning, and retirement plan consulting, utilizing a variety of analytical approaches and investment platforms.

Marie Goforth Albarian is a financial advisor with Centaurus Financial, Inc. in San Antonio, TX. She holds the ChFC® and Series 63 designations and has 42 years of industry experience. Her prior work includes positions at Capital Financial Services, Inc. and managing MG Financial Strategies, Inc., a marketing and branding business she owns. Centaurus Financial, Inc. provides advisory and brokerage services to a broad range of clients including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers financial planning, portfolio management, retirement-plan consulting, and specialized advisory services through a variety of discretionary and non-discretionary arrangements.

Nahid Karimjee is a financial advisor with Osaic Institutions, Inc. holding a Series 66 designation and 18 years of industry experience. His career includes roles at Air Force Federal Credit Union, Infinex Investments, Inc., CUSO Financial Services LP, and Credit Human Federal Credit Union. Outside of advising, he is a private owner of a rental property business. Osaic Institutions, Inc. is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments, operating with a hybrid adviser/broker-dealer structure and a focus on delegating investment management to its representatives.

Elmer Martin is a financial advisor at Rockefeller Financial LLC with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Merrill and Bank of America before joining Rockefeller Financial in 2021. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, and institutional clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and consulting, and operates as a registered broker-dealer providing securities transactions, variable insurance products, and investment banking services.

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.

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.