Kevin Martin is a CFP® professional with four years of industry experience, currently serving as a financial advisor at Mariner since 2025. Prior to joining Mariner, he worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. from 2022 to 2025. Mariner serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations through investment management, financial planning, and retirement plan consulting. The firm combines in-house research with third-party managers to implement customized portfolios and offers integrated tax and accounting services alongside traditional portfolio management.

David Jernigan is a financial advisor with Goldman Sachs Wealth Services, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has worked at Ayco/Goldman Sachs & Co. LLC since 2021 and was previously with The AYCO Company, L.P./Mercer Allied for 15 years. Goldman Sachs Wealth Services offers financial planning, investment management, and advisory support to a diverse client base, including individuals, high-net-worth households, and institutional clients. The firm utilizes centralized investment resources and integrates a variety of affiliated services to deliver tailored wealth management solutions.

James Quintana is a financial advisor with Eagle Strategies (NY Life) based in San Antonio, TX. He holds Series 63 and Series 66 credentials and has four years of industry experience. Quintana previously worked at New York Life Insurance Company and Nylife Securities LLC. Outside of his advisory role, he is involved with the Rotary Club of San Antonio, serving as a fundraising lead and officer. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base, including individuals, defined contribution and benefit plans, and charitable and corporate clients. The firm delivers tailored advice through multiple program types, with a focus on non-discretionary asset management and integrated insurance and annuity product solutions.

Joshua Tanner is a financial advisor at TIAA-CREF with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Charles Schwab, Vanguard Advisers, and in marketing roles. Outside of finance, he has operated a small local business selling garden plant starters. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals and entities, often those with prior employer retirement plan relationships. The firm offers both point-in-time planning and ongoing portfolio management through model and customized portfolios, acting as adviser to a donor-advised fund and operating within a vertically integrated group that uses affiliated funds.

Celia Martel is a financial advisor at Schwab Wealth Advisory, Inc. with 28 years of industry experience. She holds the ChFC® designation along with Series 63 and Series 65 licenses. Her prior experience includes roles at Charles Schwab, USAA Financial Planning Services, and Ameriprise. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program by providing non-discretionary fiduciary investment advice, financial planning, and wealth management consultations. The firm’s guidance is based on Charles Schwab & Co.’s asset-allocation models and internal research tools, with client authorization required for all trades.

Francisco Hernandez is a financial advisor at Empower Advisory Group in San Antonio, TX, holding Series 63 and Series 65 licenses with five years of industry experience. His prior roles include positions at Empower Financial Services, Credit Human Federal Credit Union, CUSO Financial Services, and J.P. Morgan Securities LLC. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain retail brokerage clients, using an integrated model tied to Empower’s administrative platforms. The firm emphasizes long-term portfolio returns and savings rates in its planning, offering point-in-time plans and optional managed account solutions within a large client base.

Rene Perez is a financial advisor with Sanctuary Advisors, LLC in San Antonio, TX, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. His prior positions include roles at Wells Fargo Clearing, Wells Fargo Investments, LLC, and Banc of America Investment Services, Inc. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, trusts, and charitable organizations. The firm supports more than 400 independent investment adviser representatives who offer a range of portfolio management and consulting services using multiple investment approaches and third-party platforms.

Laura Ortega is a CFP® with six years of industry experience, currently serving as a financial advisor at Creative Planning. Her prior experience includes roles at Charles Schwab Bank and First National Bank of Omaha. Creative Planning is an enterprise firm managing approximately $217 billion in client assets, providing investment advisory and financial planning services to a diverse client base including individuals, corporations, foundations, trusts, and retirement plans. The firm employs a financial planning–led investment process emphasizing low-cost indexing and buy-and-hold strategies, supported by a broad range of affiliated non-investment businesses such as an affiliated law firm and trust company.

Bryan Pariseau is a financial advisor with Empower Advisory Group in San Antonio, TX, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. His prior roles include positions at Charles Schwab Bank, Charles Schwab, and USAA Financial Advisors. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain retail clients. The firm’s integrated approach links its advisory services with Empower’s recordkeeping and administrative platforms, emphasizing long-term portfolio returns and annual rebalancing.

Altaf Safri is a financial advisor with Eagle Strategies (NY Life) based in San Antonio, TX, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He has worked at Eagle Strategies since 2019 and has also been associated with Nylife Securities LLC and New York Life Insurance Co since 2010. Outside of advising, he owns Team Auto Investment Inc., an auto dealership, and is involved in a family real estate investment business managed by his wife. Eagle Strategies serves a diverse client base including individual investors and institutional plans, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored advice through various program types and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Paul Fernandez is a financial advisor with Voya Financial Advisors, Inc. in San Antonio, TX, holding Series 63 and Series 65 credentials and bringing 20 years of industry experience. His prior roles include positions at Eagle Strategies, Bridgeway Financial, NYLIFE Securities, and New York Life Insurance. Outside of advising, he owns a non-income-generating automotive business and serves as a board member for a nonprofit organization supporting residents with intellectual and developmental disabilities. Voya Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate offering financial planning, portfolio management, and retirement services to individuals, institutions, and organizations. The firm combines in-house and third-party strategies with technology-based tools to manage accounts primarily on a non-discretionary basis while also providing discretionary portfolio management options.

Michael Britton is a financial advisor at Empower Advisory Group with seven years of industry experience. He holds a Series 66 designation and has previously worked at Charles Schwab & Co., Inc. for eight years. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain IRA and retail brokerage clients. The firm’s services integrate with Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

Christine Morales is a financial advisor with Stratos Wealth Partners, Ltd. She holds Series 63 and Series 65 licenses and has 24 years of industry experience. Her prior roles include positions at LPL Financial, Young American Wealth Management, and Wells Fargo Clearing. Morales is also a commissioned notary in Texas. Stratos Wealth Partners is an SEC-registered enterprise adviser with approximately 379 advisors and $18.6 billion in assets under management. The firm serves a diverse client base including individuals, retirement plans, corporations, nonprofits, and institutions, offering a range of investment management and financial planning services through an IAR-driven, open-architecture platform.

Janice Wong is a financial advisor with Foundations Investment Advisors LLC in San Antonio, TX, holding Series 63 and Series 65 credentials and bringing 22 years of industry experience. She previously worked at Nationwide Investment Services Corporation for 14 years and is concurrently involved with Huey Enterprises, Inc., a family-owned Chinese restaurant where she serves as a standby manager on weekends. Foundations Investment Advisors provides financial planning and portfolio management to a diverse client base, employing model portfolios, a mix of analytical approaches, and utilizing third-party sub-advisers and custodians.

Jason Alvarado is a CFP® with nine years of industry experience, currently affiliated with CWM, LLC in San Antonio, TX. His prior experience includes roles at Morgan Stanley, Frost Bank, Merrill, and Northwest Capital Management. He was also involved with Jay Alvarado Humidors, a non-financial business, for five years. CWM, LLC is an SEC-registered investment adviser that oversees approximately $50.6 billion through a network of over 650 advisors. The firm offers discretionary asset management, financial planning, sub-advisory services, and retirement plan management through a platform driven by an Investment Committee utilizing both fundamental and technical inputs.

Courtney Connolly is a financial advisor with Rockefeller Financial LLC in San Antonio, TX, holding a Series 66 designation and 27 years of industry experience. She has worked at Rockefeller Financial since 2021, and previously spent over two decades at Merrill Lynch and Bank of America. Rockefeller Financial LLC serves high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm provides discretionary and non-discretionary portfolio management, financial planning, and consulting, and operates as a registered broker-dealer offering a broad range of investment and placement services through an integrated, advisor-centric platform.

Christopher Vause is a financial advisor with First Command Advisory Services in San Antonio, TX, holding a Series 66 designation and nine years of industry experience. He has worked with multiple entities within First Command since 2016 and concurrently serves as Deputy Division G4 with the Texas Army National Guard. 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 wrap-fee asset management programs managed by a centralized Investment Management Team and Wealth Portfolio Managers.

Courtney Turnage is a financial advisor with GWN Securities Inc. in Garden Ridge, TX, holding Series 63 and Series 65 credentials and with 20 years of industry experience. She has been with GWN Securities since 2014 and has been self-employed since 2004. Turnage is also the owner of Turnage Wealth Management, LLC, an investment planning firm, and serves as chapter president and speaker for the Society for Financial Awareness, a nonprofit focused on financial education. GWN Securities provides investment advisory and related services to individual and corporate clients through various managed account programs and financial planning services. The firm employs a mix of sub-advisers and model-based allocations grounded in asset allocation and Modern Portfolio Theory, and is known for its use of market-timing and momentum-based strategies in legacy programs.

Beatriz Gutierrez is a financial advisor with PNC Wealth Management in San Antonio, Texas. She holds a Series 66 designation and has four years of industry experience. Her prior roles include positions at BBVA Securities, BBVA Insurance Agency, Bbva Usa, and Branch Banking and Trust Bank. PNC Wealth Management offers retail brokerage and advisory services, including an invitation-only, model-based digital investment program for employees. The program uses algorithm-driven risk assessment and implements portfolio strategies through mutual funds and ETFs managed by PNC or third-party strategists.

Richard Longoria II is a CFP® and ChFC® with 12 years of experience in the financial industry. He has been with VOYA Financial Advisors, Inc. since 2014 and previously worked at RJG Retirement Services, LLC. In addition to his advisory work, he operates as an independent insurance agent specializing in fixed insurance products. VOYA Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial, serving individuals, pension plans, charitable organizations, and corporate clients. The firm offers a range of financial planning and portfolio management services, utilizing both affiliated and unaffiliated products and combining in-house and external strategies with technology-enabled tools.