Brett Daniels is a financial advisor at Rockefeller Financial LLC with 15 years of industry experience. He holds the Series 66 designation and previously worked at Bank of America, N.A. and Merrill. 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 offers integrated services through affiliated trust and insurance entities, as well as brokerage and placement capabilities.

Jonathan Klug is a financial advisor with Sanctuary Advisors, LLC in San Antonio, TX, holding a Series 66 credential and 18 years of industry experience. His prior work includes roles at Bank of America and Merrill Lynch. He 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 provides investment advisory and financial planning services to individuals, corporations, charitable organizations, and retirement plans. The firm offers customized investment programs through various account types and utilizes sub-advisors and third-party platforms to implement diverse investment strategies.

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.

Yasir Haq is a financial advisor at Citigroup Global Markets with nine years of industry experience. He holds the Series 63 and Series 66 designations and has been with Citi Corp since 2014. Based in San Antonio, TX, his career has been focused within the firm over the past decade. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a wide range of investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs and operates with institutional scale and specialized market roles, including swap dealer and futures commission merchant activities.

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.

Everett Pimentel is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 designations and 17 years of industry experience. He has been with CitiBank since 2008. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs and combines large institutional scale with unique market roles such as operating as a swap dealer and futures commission merchant.

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.

Joshua Aguilar is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 66 licenses and seven years of industry experience. He has worked at Citibank across two periods from 2015 to the present, with a brief gap year. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies and maintains large-scale institutional capabilities, including in-house research and specialized market roles.

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 Infinex Investments, AFFCU, and L.K. Jordan & Associates. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of adviser representatives. The firm provides customized advisory services, financial planning, ERISA plan services, and access to alternative investments, operating with a hybrid adviser/broker-dealer structure.

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.

Harold Krause is a financial advisor with Citigroup Global Markets in San Antonio, TX, holding Series 63 and Series 65 licenses and with 32 years of industry experience. He has worked at Citigroup Global Markets since 2007. Citigroup Global Markets serves individual and institutional clients across various wealth segments, providing a broad range of investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs and maintains institutional-scale operations that include in-house research, swap dealing, and futures commission merchant services.

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.

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 29 years of industry experience. She previously worked at Merrill and Merrill Lynch from 1984 to 2021. Since 2021, she has been with Rockefeller Financial LLC in Dallas, TX. Rockefeller Financial LLC serves ultra-high and high-net-worth individuals, families, family offices, charities, corporations, and retirement plans, providing wealth management, financial planning, portfolio management, and retirement plan consulting. The firm offers integrated services through affiliated trust and insurance entities, brokerage, and placement capabilities, with a focus on customized asset-allocation frameworks and access to alternative and private investments.

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.

Hannah McArthur is a Series 66-licensed financial advisor with nine years of industry experience. She is currently affiliated with First Command Advisory Services and has been involved with First Command Insurance Services and Advisor Services since 2015. Outside of her advisory role, she owns and manages a tax preparation business and holds ownership positions in several real estate LLCs. 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 a centralized investment management team that selects model portfolios and third-party managers under discretionary authority.