Michael Moss is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He has worked at Citigroup since 2007. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment advisory programs with discretionary and non-discretionary options, supported by internal standards and oversight committees. The firm combines large institutional scale with unique market roles, including in-house research and security-pricing, and provides a range of services such as lending secured by advisory assets and bespoke discretionary solutions for very large clients.

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.

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.

Josue Vargas is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. He has been with Citibank since 2014. 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 combines institutional scale with specialized market roles including swap dealing and futures commission merchant activities.

Jacob Nuno is a CFP®-designated financial advisor with Commonwealth Financial Network, based in San Antonio, TX, and has 12 years of industry experience. He has been with Commonwealth and I*FINANCIAL since 2013. Outside of his advisory role, he operates a tax planning and preparation service, iFile Tax Planning and Preparation Services, where he provides tax preparation, planning, IRS representation, and business valuation services. Commonwealth Financial Network is a national registered investment adviser supporting approximately 2,950 advisors with a range of advisory programs, including custom and model portfolios. The firm offers comprehensive operational, trading, compliance, and practice-management support, enabling advisors to construct client portfolios across various securities and insurance products.

Christopher Bernard is a financial advisor at Citigroup Global Markets with 11 years of industry experience. He has held positions at Citigroup Global Markets since 2017 and previously worked at JP Morgan Chase Securities from 2015 to 2017. Bernard holds the Series 66 designation and is based in San Antonio, TX. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies with both discretionary and non-discretionary programs and maintains unique market roles including in-house research, security pricing, and swap dealer and futures commission merchant operations.

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.

Tracey Dausin is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. She has worked at Citigroup Global Markets since 2007. Her other business activities include receiving insurance renewal commissions. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies with both discretionary and non-discretionary approaches, and operates with significant institutional scale and unique market roles.

Deann Trees is a financial advisor with Citigroup Global Markets in San Antonio, TX, holding Series 63 and Series 65 licenses and 19 years of industry experience. She has been with Citigroup Global Markets since 2002. Outside of her advisory role, she sells diet supplements through a direct-selling business. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies with both discretionary and non-discretionary approaches and maintains significant institutional capabilities, including in-house research and market roles such as swap dealing and futures commission merchant services.

Samuel Grusendorf is a financial advisor with Commonwealth Financial Network in San Antonio, TX. He holds the CFP® designation and Series 66 license and has two years of industry experience. Prior to his current role, he worked in various positions including at Texas Tech University and Walmart. He is also involved in fixed insurance sales as a side business. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and managing around $212.7 billion in client assets. The firm provides a broad adviser-support platform with managed-account programs, access to third-party asset managers, and a range of investment options including mutual funds, ETFs, and personalized indexing.

Jack Rebolledo is a financial advisor with Eagle Strategies (NY Life) in San Antonio, TX, holding Series 63 and Series 66 licenses and five years of industry experience. Prior to joining Eagle Strategies, he served 23 years in the United States Army and has experience with the US Department of Defense. He is a board member of the Reel Warrior Foundation, a nonprofit that connects military veterans through fishing and hunting events and provides resources to veterans. Eagle Strategies serves a broad mix of individual and institutional clients, offering financial planning, investment management, and retirement-plan advisory services. The firm provides tailored recommendations through multiple program types and manages the vast majority of its regulatory assets on a non-discretionary basis.

Bradley Johnson is a CFP® with 21 years of industry experience and is currently with Sanctuary Advisors, LLC in San Antonio, TX. He has prior experience at Bank of America, N.A. and Merrill Lynch, and has been associated with Frost National Bank since 2007. Johnson serves on the advisory board of The Fishing Invitational, a nonprofit organization that hosts an annual fishing tournament to support pediatric cancer research through the University Health Systems Foundation. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, trusts, estates, and charitable organizations. The firm supports a network of over 400 independent investment adviser representatives who offer portfolio management, financial planning, and retirement plan consulting, utilizing a variety of investment approaches and account management options.

Luke Knighten is a financial advisor with Eagle Strategies (New York Life) based in San Antonio, TX, holding Series 65 and Series 63 licenses with 13 years of industry experience. He has been affiliated with New York Life and its associated entities since 2013. Outside of his advisory role, he serves as president of North American Hunters for Heroes, a nonprofit organization supporting U.S. veterans through outdoor activities, and is an ordained minister performing marriage ceremonies. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base including individuals and institutions. The firm delivers tailored advice through multiple program types and operates primarily on a non-discretionary asset management model within an integrated New York Life affiliate structure.

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.

Juan Castillo is a financial advisor at Citigroup Global Markets with 19 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Citigroup since 2017, following a one-year sabbatical. Based in San Antonio, TX, Castillo’s career includes a notable tenure at a major enterprise firm. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and execution services. The firm implements multi-asset, multi-manager strategies through discretionary and non-discretionary programs and combines large institutional scale with specialized market roles and arrangements.

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.