Kelly Card is a financial advisor with VOYA Financial Advisors, Inc. in San Antonio, TX, holding a Series 63 designation and 43 years of industry experience. She has been with VOYA Financial Advisors since 2014. Outside of her advisory role, Kelly operates as an independent insurance agent and serves as power of attorney for her parents, overseeing their medical and financial matters. VOYA Financial Advisors, Inc. serves a broad range of individual and institutional clients, offering services such as financial planning, portfolio management, and plan-sponsor consulting. The firm emphasizes recommendation-based advice, primarily through non-discretionary arrangements, and operates both as an SEC-registered investment adviser and a broker-dealer.

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 Series 66 credentialed financial advisor with 18 years of industry experience. He has worked at Sanctuary Advisors LLC and Sanctuary Securities, Inc. since 2021 and previously spent five years at UBS. 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. The firm supports its network of over 400 independent investment adviser representatives with a variety of portfolio management options and employs multiple analytical approaches while acting as a fiduciary under written advisory agreements.

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.

Jessica Villarreal is a financial advisor with Sanctuary Advisors, LLC, holding a Series 66 designation and two years of industry experience. Her prior roles include positions at Raymond James & Associates Inc., Capital Group, and JP Morgan Chase Bank. Sanctuary Advisors, LLC serves a diverse client base including individuals, corporations, pension plans, trusts, and charitable organizations through a network of over 400 independent advisers. The firm offers portfolio management, financial planning, and retirement plan consulting, employing a range of analytical approaches and acting as a fiduciary under written advisory agreements.

Holvyn Montalvo is a financial advisor at Citigroup Global Markets with nine years of industry experience. He holds the Series 66 designation and has worked at Citigroup since 2019, following five years at JP Morgan Securities LLC. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies using both discretionary and non-discretionary programs and maintains in-house research and execution capabilities.

Fernanda Novaes is a financial advisor at Corient in San Antonio, TX, holding Series 63 and Series 66 designations with 20 years of industry experience. She previously worked at Intercontinental Wealth Advisors LLC and Intercontinental Asset Management Group, Ltd. from 2012 to 2023. Corient provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach combining in-house strategies with third-party managers and incorporates risk management tools, alternative investments, and private fund allocations as appropriate.

David Conrady is a financial advisor with First Command Advisory Services in San Antonio, TX, holding Series 65 and Series 63 licenses and bringing three years of industry experience. Prior to his advisory career, he served 24 years in the United States Navy. He is also the owner of Cielo Ridge Financial Services, an independent financial services LLC. 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 a range of wrap-fee asset management programs managed through a centralized Investment Management Team.

Aleksandra Vargas is a financial advisor at Citigroup Global Markets with nine years of industry experience. She holds the Series 66 designation and has worked at Citi Group since 2018, with prior roles at Frost Investment Services, Frost Brokerage Services, Inc., and JPMorgan Securities LLC. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a broad range of investment advisory programs and broker-dealer services. The firm implements multi-asset, multi-manager strategies through both discretionary and non-discretionary programs, combining large institutional scale with specialized market roles and arrangements.

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.