Gary Boehmer is a financial advisor with VOYA Financial Advisors, Inc. in San Antonio, TX, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has been with VOYA Financial Advisors since 2014 and has operated Barheart Ranch since 2005. Boehmer also serves as a board member of Grace Redemption Community Church, a nonprofit organization assisting homeless and disadvantaged individuals in the San Antonio area. VOYA Financial Advisors, Inc. offers investment advisory, brokerage, financial planning, and retirement plan services to a diverse client base, including individuals, charitable organizations, corporations, and plan sponsors. The firm combines an advisory platform with an active broker-dealer distribution model and provides a range of model portfolios and manager-driven investment solutions.

David Glad is a financial advisor at Citigroup Global Markets with six years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at J.P. Morgan Securities and Whole Foods Market. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies through both discretionary and non-discretionary programs and combines large institutional scale with unique market roles, including swap dealing and futures commission merchant activities.

Bradford Hardy is a CFP® professional with 12 years of industry experience, currently serving as a financial advisor at Corient. His prior experience includes roles at Capital Advisors, Inc., Fidelity Investments, TIAA CREF, TD Ameritrade, and Scottrade. Outside of his advisory work, he owns and manages a short-term vacation rental business in San Antonio, Texas. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, and corporate entities. The firm employs a goals-based, team investment approach combining in-house strategies with third-party solutions and incorporates risk management tools and alternative investments where appropriate.

Christina Rodriguez is a financial advisor at Empower Advisory Group with 13 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Citigroup, Progressive Insurance, Victory Capital Advisers, and J.P. Morgan Securities. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and certain retail brokerage clients. The firm integrates its services with Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

Douglas Tabor is a financial advisor with Independent Financial Partners in San Antonio, TX, holding a Series 63 designation and 37 years of industry experience. His prior roles include positions at Raymond James Financial Services and Concert Wealth Management. He is also involved as an owner of Texas United Wealth Management. 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 thousands of clients and provides both individualized investment strategies and formal retirement-plan advisory services.

John Stults is a Series 66 licensed financial advisor with Ameritas Advisory Services, LLC, based in San Antonio, TX, with 26 years of industry experience. He has held roles at several firms, including Ameritas Investment Corp and Granite Financial Solutions, LLC. Outside of advisory work, he serves as secretary of the Blanco Chamber of Commerce and is licensed as an independent insurance agent specializing in 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, retirement-plan advisory, and fiduciary consulting, utilizing model portfolios, third-party sub-advisers, and custom strategies.

John Cervantes is a CFA® charterholder with 17 years of industry experience. He currently serves at Prime Capital Financial and has prior experience at Bank of America, Merrill, and Texas Capital Bank. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans with services including asset management, financial planning, and qualified retirement plan sponsor and trustee services. The firm employs a variety of investment strategies and offers family office services alongside an affiliated accounting subsidiary providing tax planning and financial administration.

Kelly Card is a financial advisor with VOYA Financial Advisors, Inc. in San Antonio, TX, holding a Series 63 designation and bringing 42 years of industry experience. She has been with VOYA Financial Advisors since 2014. Outside of her advisory role, she is an independent insurance agent and serves as power of attorney for her parents, overseeing their medical and financial matters. VOYA Financial Advisors, Inc. offers investment advisory, brokerage, financial planning, and retirement plan services to a diverse client base that includes individuals, charitable organizations, corporations, and plan sponsors. The firm utilizes a combination of model portfolios and manager-driven investment strategies, providing both discretionary and predominantly non-discretionary investment management programs.

Soha Dessouky is a financial advisor at Creative Planning with four years of industry experience and holds Series 63 and Series 65 designations. Prior to joining Creative Planning, Soha worked at Kestra Investment Services and Purshe Kaplan Sterling Investments. Outside of finance, Soha works as a fitness instructor, leading boxing classes at Title Boxing Club. Creative Planning provides wealth management and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension plans, and corporations. The firm emphasizes a financial-planning-led investment approach that incorporates low-cost indexing, buy-and-hold strategies, and selective private market exposure.

Justin Blauvelt is a financial advisor at First Command Advisory Services in San Antonio, TX, holding a Series 66 designation with three years of industry experience. His prior roles include positions at First Command Insurance Services, First Command Brokerage Services, Tatonduk Outfitters Ltd., and Scoobeez, Inc. First Command Advisory Services 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 various wrap-fee asset management programs, managing portfolios through a centralized Investment Management Team and Wealth Portfolio Managers who select approved third-party managers.

Larry Zimmerman is a financial advisor with Citigroup Global Markets who holds Series 63 and Series 65 credentials and has 24 years of industry experience. He has worked at Citibank since 2020 and previously held positions at Victory Capital Advisers, Inc. and USAA in various financial planning and investment management roles. Citigroup Global Markets serves individual and institutional clients across a range of wealth segments, offering multi-asset, multi-manager investment advisory programs alongside broker-dealer execution and custody services. The firm combines large institutional scale with unique market roles, including in-house research, swap dealing, and futures commission merchant activities.

Ronald Mclane Sr. is a financial advisor with Centaurus Financial, Inc. in San Antonio, TX, holding over 51 years of industry experience. He has worked with Centaurus since 2020 and previously served at FSC Securities Corporation for 11 years. Outside of his advisory role, he is involved with a military charity organization, Wish for Our Heroes. 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 financial planning, portfolio management, and specialized advisory services through various platforms and employs both discretionary and non-discretionary investment arrangements.

Eric Valdez is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 licenses and 16 years of industry experience. He has been with Citigroup Global Markets since 2005. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and custody services. The firm employs multi-asset, multi-manager strategies and maintains significant internal research and market functions, supporting both discretionary and non-discretionary investment solutions.

Melita Rohm is a financial advisor at Citigroup Global Markets with six years of industry experience. She holds Series 65 and Series 63 licenses. Her work history includes roles at Citigroup, JCrew, HEB, and VIP Kid, as well as over two decades of self-employment. Citigroup Global Markets serves individual and institutional clients across a range of wealth segments, offering multi-asset investment advisory programs, broker-dealer execution, and custody services. The firm combines large institutional scale with unique market roles, including swap dealer and futures commission merchant activities, and uses internal standards and oversight committees to select and monitor investment managers.

Jennifer Irving is a financial advisor at Citigroup Global Markets with six years of industry experience. She holds Series 63 and Series 66 designations and has worked at Citigroup since 2012. Citigroup Global Markets serves individual and institutional clients, including workplace, high-net-worth, and ultra-high-net-worth segments. The firm offers a range of investment advisory programs and broker-dealer execution and custody services, employing multi-asset, multi-manager strategies overseen by internal standards and committees.

Kristin Carlton is a CFP® with 16 years of industry experience, currently serving as a financial advisor at Savant Wealth Management. Prior to joining Savant in 2026, she spent a combined ten years at Exencial Wealth Advisors, where she remains an equity partner. She serves on the board of the San Antonio Estate Planner Council in an unpaid role. Savant Wealth Management provides comprehensive wealth management, financial planning, and related services to individuals, families, institutions, and high-net-worth clients. The firm combines evidence-based asset allocation with actively managed strategies and maintains integrated accounting, legal, and trust services through affiliated entities.

Eric Nothstein is a financial advisor with Sanctuary Advisors, LLC in San Antonio, TX, holding a Series 66 designation and 18 years of industry experience. His prior experience includes five years at UBS before joining Sanctuary Advisors and its affiliated broker-dealer, Sanctuary Securities, in 2021. Sanctuary Advisors, LLC provides investment advisory and financial planning services to individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm operates a large network of independent investment adviser representatives and offers both discretionary and non-discretionary solutions across various managed account platforms, supporting tailored investment strategies and fiduciary services.

Sean Collins is a financial advisor with Creative Planning in San Antonio, TX, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His prior roles include positions at USAA Financial Planning Services and USAA Investment Services Company. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning–led investment process emphasizing low-cost indexing and buy-and-hold strategies, supplemented by specialized approaches such as direct indexing and tax-loss harvesting.

Joseph Rodriguez is a CFP® with 31 years of industry experience, currently serving as a financial advisor at Transamerica Financial Advisors since 2012. He has also been associated with World Financial Group since 2005 and founded Rodriguez Holland & Co in 1981. Outside of advising, he is involved in the sales of insurance and non-insurance products affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base including individuals, employer-sponsored plans, trusts, and charitable organizations. The firm utilizes a model portfolio and third-party manager approach through multiple platforms such as Transamerica ONE and TFA365, managing approximately $1.7 billion in regulatory assets under management.

Ariel Faz is a financial advisor at Citigroup Global Markets with Series 63 and Series 66 licenses and three years of industry experience. His prior work includes roles at CPWM and Citibank between 2016 and the present. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and maintains unique market roles, such as operating as a swap dealer and futures commission merchant, while delivering bespoke solutions for very large relationships.