David Conrady is a financial advisor at First Command Advisory Services with three years of industry experience. He holds Series 63 and Series 65 licenses and served 24 years in the United States Navy before joining First Command’s advisory and brokerage entities. He is also the owner of Cielo Ridge Financial Services, an independent financial services 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 wrap-fee asset management programs using model portfolios managed by a centralized Investment Management Team.

John Kauth III is a financial advisor at Corient with 39 years of industry experience. He holds a Series 63 designation and has worked in various capacities including over two decades at Intercontinental Wealth Advisors LLC before joining Corient. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporations. The firm employs a goals-based, team approach to portfolio management, integrating proprietary strategies with third-party manager solutions and advanced risk management tools.

Kristina Summers is a CFP® and ChFC® with 27 years of industry experience, currently affiliated with Kestra Advisory. She previously worked at Edward Jones for 18 years before joining Kestra in 2021. Outside of her financial advisory role, Summers serves as Vice President and Secretary of Morningside Ministries and assists with organizing estate sales through Caring Transitions in San Antonio. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse group of institutional and individual clients, offering services such as fiduciary consulting, plan design, and employee education. The firm manages approximately $79.8 billion in assets and serves large institutional investors including sovereign wealth funds.

Cristian Ramirez is a financial advisor at Guardian Life with three years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at New York Life Insurance and NYLIFE Securities LLC. Outside of his advisory role, he has a minority ownership interest in a multifamily short-term rental property. Guardian Life, through its subsidiary Park Avenue® Wealth Management, offers brokerage services, financial planning, and investment advisory programs to individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm provides both discretionary and non-discretionary advisory relationships using model portfolios and digital advisory solutions.

Gerardo Ramirez Jr. is a financial advisor at Guardian Life with 16 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Eagle Strategies and New York Life. Outside of his advisory role, he is the owner of Burke Material Handling LLC, a heavy machinery company, where he occasionally provides sales training. Park Avenue Securities LLC, where he also operates, is a dually registered broker-dealer and SEC-registered investment adviser serving individuals, pension plans, charitable organizations, and corporate clients. The firm offers a range of brokerage services, financial planning, and advisory programs including discretionary and non-discretionary portfolio management.

Levi Anderson is a Series 66-licensed financial advisor at Centaurus Financial, Inc. in San Antonio, Texas, with five years of industry experience. His prior work includes a one-year role at FSC Securities Corporation and 15 years managing livestock and wildlife operations at D&D Texas Outfitters. Anderson is active in community and charitable efforts as a committee member of the military charity Wish For Our Heroes. Centaurus Financial, Inc. provides advisory and brokerage services to a wide range of clients, including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers financial planning, portfolio management with various platform options, retirement-plan consulting, and specialized advisory services through both discretionary and non-discretionary arrangements.

Gregory Drew is a financial advisor with Independent Financial Partners in San Antonio, TX, holding Series 63 and Series 65 credentials and 26 years of industry experience. His career includes prior 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. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm supports a multi-advisor platform serving individual, charitable, corporate, and high-net-worth clients with decentralized investment strategies and notable retirement-plan and pension consulting capabilities.

Raymond Frueboes is a CFP® professional with 10 years of experience in the financial industry. He currently works at Sequoia Financial Group, L.L.C. and has previously held positions at TIAA, Citigroup Global Markets, Charles Schwab, and Fidelity Brokerage Services. Sequoia Financial Advisors, LLC provides wealth planning, investment management, retirement-plan advisory, and consulting services to a diverse clientele, including individuals, family offices, corporations, and charitable organizations. The firm uses a combination of model portfolios and custom solutions overseen by an Investment Policy Committee and employs a variety of investment vehicles such as mutual funds, ETFs, individual securities, and private investments.

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.

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 Series 66-licensed financial advisor at First Command Advisory Services with three years of industry experience. Prior to joining First Command, Ili worked in various roles including at The Henderson Resort & Spa and the Early Learning Coalition of The Emerald Coast. 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.

Jennifer Larsen is a CFP® and ChFC® with nine years of industry experience, currently serving as a financial advisor at Hornor, Townsend & Kent, LLC. Her prior experience includes roles at Wohlstand Wealth Strategies, Eagle Strategies (NY Life), NYLIFE Securities LLC, and New York Life Insurance Co. In addition to her advisory work, Larsen is a consultant in tax mitigation and management and owns a business managing bookkeeping for insurance commissions. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a network of advisors, offering financial planning, retirement plan consulting, and advisory programs. The firm operates as both an SEC-registered adviser and FINRA-member broker-dealer, providing custody, execution, and brokerage services alongside investment advice.

Shane Pfeffer is a financial advisor with VOYA Financial Advisors, Inc. in San Antonio, TX, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has worked at VOYA Financial Advisors since 2014 and previously was with Voya Financial Partners, LLC, and Valic Financial Advisors. Outside of finance, he is involved in cattle farming through Shane Pfeffer Farms. VOYA Financial Advisors, Inc. is an enterprise-scale firm providing financial planning, portfolio management, and retirement advisory services to individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm combines in-house and external strategists with technology-enabled tools to manage accounts, primarily on a non-discretionary basis, through a broad network of investment adviser representatives.

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 with Ameritas Advisory Services, LLC in San Antonio, TX, holding a Series 66 designation and 21 years of industry experience. His prior experience includes roles at Midwest Financial Solutions, Granite Financial Solutions, LPL Financial, Cetera Financial, and UBS Financial Services. He is also licensed as an independent insurance agent to sell fixed insurance products. Ameritas Advisory Services, LLC provides investment advisory and planning services to individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm offers a variety of asset management and financial planning services, utilizing model portfolios, mutual funds, ETFs, and individual securities across multiple program platforms.

Daniel Walker is a CFP® professional with 27 years of experience in the financial services industry. He is currently with Schwab Wealth Advisory, Inc., where he has worked since 2026, following prior roles at Charles Schwab & Co., Charles Schwab Bank, and USAA-affiliated firms. He is based in San Antonio, TX. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning services primarily to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm utilizes standard asset-allocation models and internal research tools to tailor recommendations based on clients’ goals and risk tolerance, executing trades only with client authorization.

Rachell Roach is a financial advisor with Eagle Strategies (NY Life) based in San Antonio, TX, holding Series 63 and Series 65 licenses and totaling four years of industry experience. Prior to her current role, she served 24 years in the United States Air Force. Roach volunteers as a Comal County poll worker, assisting in voter registration and election processes. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients. The firm offers multiple program types and emphasizes tailoring recommendations to client objectives, operating primarily through a non-discretionary asset management model within an integrated New York Life affiliate structure.

Taylor Gaudlitz is a financial advisor with First Command Advisory Services in San Antonio, TX, holding a Series 66 designation and five years of industry experience. Prior to joining First Command, Taylor worked in roles including at Instacart and the Cockrell Butterfly Center at the Houston Museum of Natural Science. 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 provides financial planning and various wrap-fee asset management programs, using a centralized Investment Management Team to oversee portfolio construction and manager selection.

David Lloyd Jr. is a financial advisor at Rockefeller Financial LLC with 31 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at UBS Financial Services for 17 years 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, financial planning, and consulting services through a Private Advisor model and a consolidated investment platform, and it also operates as a registered broker-dealer providing securities transactions, insurance products, and placement and investment banking services.