Araceli Hernandez is a financial advisor with First Command Advisory Services and holds Series 63 and Series 65 licenses. She has nine years of industry experience and has been with various First Command entities since 2013. 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, utilizing a centralized Investment Management Team to manage model portfolios and third-party managers.

Jeffrey Higgins is a Certified Financial Planner™ with 34 years of industry experience. He is affiliated with Independent Financial Partners and has previously worked with LPL Financial. Higgins maintains contracts with fixed insurance carriers for products including health, disability, and fixed annuities. Independent Financial Partners serves a nationwide network of independent Investment Adviser Representatives, managing over $12.5 billion in assets. The firm offers customizable investment strategies and notable retirement-plan advisory and pension consulting services.

Sonali Patel is a financial advisor at Prime Capital Financial with five years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Texas Capital Bank, Texas Capital Bank Private Wealth Advisors, Martin Capital Advisors, LLP, SharesPost Financial, Macro Risk Advisors, and a pediatric oncology infusion center. She serves on the Board of Restore Education and volunteers with Teach For America in San Antonio. Prime Capital Financial is an SEC-registered advisory firm serving individuals, trusts, corporations, and retirement plans. The firm offers asset management, financial planning, retirement plan trustee services, and family office offerings, utilizing a range of investment strategies and coordinated tax and financial administration services.

Patricia Rivera is a financial advisor at CWM, LLC with 14 years of industry experience. She holds a Series 66 credential and has worked previously at Edward Jones and USAA Financial Advisors, Inc. Rivera is based in San Antonio, TX. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm manages portfolios on a discretionary basis using model portfolios and various analysis tools, with a focus on fiduciary processes and retirement plan services.

Andrew Wilson is a financial advisor with Bankers Life Advisory Services, Inc., holding Series 63 and Series 66 credentials and 19 years of industry experience. He has worked with Bankers Life Securities, Inc. since 2016 and has been involved with Bankers Life & Casualty since 1999, where he serves as an insurance agent and unit sales manager. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan consulting. The firm employs a combination of fundamental, technical, and cyclical analysis to create tailored portfolios aligned with clients’ goals, risk tolerances, and time horizons.

Quinton Tramontano is a financial advisor at Rockefeller Financial LLC with 10 years of industry experience. He holds a Series 66 designation and previously worked at Bank of America and Merrill from 2016 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 portfolio management, financial planning, and consulting, and operates as a registered broker-dealer providing securities transactions, variable insurance products, and investment banking services.

Claude Koontz is a CFA® charterholder with 20 years of industry experience. He is currently with Sequoia Financial Group, L.L.C. and has also served as Portfolio Manager at M Capital Advisors since 2012. His prior experience includes a role at Mastrapasqua Asset Management. Sequoia Financial Advisors, LLC provides wealth planning, investment management, retirement-plan advisory, and related consulting services to a diverse client base including individuals, family offices, corporations, charitable organizations, trusts, and retirement plans. The firm utilizes a blend of model allocations and customized solutions supported by an Investment Policy Committee and employs various investment vehicles and due diligence processes to manage client portfolios.

Kenneth Korngold is a financial advisor with Corient in San Antonio, TX, holding Series 63 and Series 65 designations and bringing 30 years of industry experience. His career includes long-term roles at Intercontinental Wealth Advisors LLC and Intercontinental Insurance Agency LLC before joining Corient. Corient serves a diverse client base including individuals, high-net-worth clients, trusts, and corporate entities, providing investment advisory and financial planning services. The firm uses a goals-based, team investment approach that integrates in-house strategies with third-party managers, continuous risk monitoring, and specialized offerings such as family office and trustee services.

Dustin Mundorf is a financial advisor with Brookstone Capital Management LLC in New Braunfels, TX, holding Series 63 and Series 65 credentials and 12 years of industry experience. He has operated Dustin Mundorf, Inc. since 2008 and has worked as an independent insurance agent since 2002. Brookstone Capital Management is an SEC-registered adviser providing fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee program. The firm serves a diverse client base, including individuals, retirement plans, corporations, charitable organizations, other RIAs, sovereign wealth funds, and banking institutions, delivering investment management primarily on a discretionary basis via model portfolios and managed accounts.

Cynthia Holland is a financial advisor with Transamerica Financial Advisors and holds a Series 66 designation. She has one year of industry experience and has also managed her own cosmetics manufacturing and retail businesses for over 20 years. Her background includes roles at Rodriguez Holland & Co and World Financial Group, as well as involvement in accounting consulting. Transamerica Financial Advisors serves a broad client base including individual investors, retirement plans, trusts, and businesses, offering a range of investment advisory and brokerage services. The firm utilizes model portfolios and third-party managers to implement its advisory strategies through a large network of advisors.

Sunday Fischer is a financial advisor with Principal Financial Services in San Antonio, TX, holding a Series 66 designation and 14 years of industry experience. Prior to joining Principal Securities and Principal Life Insurance in 2023, she worked at Lincoln Financial Securities Corporation from 2008 to 2022. Outside of her advisory role, she manages a family account involved in selling clothing and household goods through online marketplaces such as eBay and Depop. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individuals, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel stationed abroad. The firm provides direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Juan Amador is a financial advisor at PNC Wealth Management in San Antonio, TX, with nine years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Citigroup and Insigneo Advisory Services. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio solution that employs algorithmic risk assessment and utilizes mutual funds and ETFs managed by PNC or third-party strategists.

Ivan Galindo is a CFP® and ChFC® with 26 years of experience in the financial services industry. He is currently an advisor at Schwab Wealth Advisory, Inc. and has previously worked at Charles Schwab & Co., Inc., Charles Schwab Bank, and USAA-affiliated companies. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients in the Schwab Wealth Advisory program and Charles Schwab & Co.-referred clients, utilizing standard asset-allocation models and proprietary research tools to tailor recommendations based on clients’ goals and risk tolerance.

Donald Borawski is a financial advisor with Eagle Strategies (NY Life) based in San Antonio, TX. He holds Series 63 and Series 65 credentials and has 23 years of industry experience. He has been with Eagle Strategies since 2008 and affiliated with New York Life and Nylife Securities since the early 2000s. Outside of his advisory role, he offers pickleball coaching, providing group and individual lessons. Eagle Strategies serves a diverse client base including individual investors, defined contribution and defined benefit plans, as well as charitable and corporate clients. The firm provides financial planning, investment management, and retirement-plan advisory services through a network of affiliated representatives, emphasizing tailored recommendations and primarily managing assets on a non-discretionary basis.

Alberto Segovia is a financial advisor at Corient with 18 years of industry experience and a Series 66 designation. He has previously worked at Truist Advisory, Truist Investment Services, Inc, and TIAA-CREF. Corient provides investment advisory and financial planning services to individual and high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach that combines in-house strategies with third-party solutions and incorporates risk management tools and alternative investments where appropriate.

Jessica Walker is a financial advisor at Hornor, Townsend & Kent, LLC with six years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked with New York Life Insurance Company and its affiliated firms. Outside of her advisory role, she serves as vice chair of the New Braunfels Women’s Business Alliance and treasurer of the Brauntex Theater Board of Directors. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a network of advisers, offering financial planning, advisory programs, and retirement plan consulting. The firm operates both as an SEC-registered investment adviser and a FINRA-member broker-dealer, providing custody, execution, and brokerage services along with a range of third-party asset manager arrangements.

Sergei Zweibach is a CFP® and ChFC® professional with 11 years of experience in financial advisory services. He is currently with Schwab Wealth Advisory, Inc., having previously worked at Charles Schwab Bank, USAA Investment Management Company, USAA Financial Planning Services, and Securian Financial Services. Zweibach is based in San Antonio, TX. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning primarily to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm’s offerings include guidance on asset allocation and investment selection, relying on Charles Schwab & Co.’s asset-allocation models and internal research tools, with trades requiring client authorization.

Jacob Nuno is a CFP® professional with 13 years of industry experience, currently serving at Commonwealth Financial Network since 2013. He also operates iFile Tax Planning and Preparation Services, providing tax preparation, planning, IRS representation, and business valuation services. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of approximately 2,900 advisors and manages over $200 billion in client assets. The firm offers a broad platform including managed-account programs, third-party asset manager access, and retirement consulting, serving individual and institutional clients.

Timothy Gray is a financial advisor with First Command Advisory Services, holding Series 63 and Series 65 designations and possessing 12 years of industry experience. He has been with First Command in various capacities since 2014. Outside of his advisory role, he is an owner of rental property. 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 and Wealth Portfolio Managers to manage model portfolios and select third-party managers from prescreened lists.

Laura Ehrenberg Chesler is a financial advisor at Prime Capital Financial with 23 years of industry experience. She holds a Series 63 designation and previously worked for CrossVault Capital Management for 22 years before joining Prime Capital Investment Advisors, LLC. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans with a range of services including asset management, financial planning, qualified retirement plan services, and family office offerings. The firm employs a variety of investment strategies and provides integrated tax advisory and financial administration services through affiliated subsidiaries.