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 10 years of industry experience. He holds a Series 66 designation and previously worked at JP Morgan Chase Securities LLC from 2015 to 2017 before joining Citigroup Global Markets in 2017. He 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, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs and operates with significant institutional scale, including roles as a swap dealer and futures commission merchant.

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 at Commonwealth Financial Network with two years of industry experience. He holds a Series 66 credential and has worked at Commonwealth and I*FINANCIAL since 2021. Prior to his advisory roles, he was employed at Texas Tech University, Plains Bearing, Walmart, and Smithson Valley High School. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, offering a variety of advisory programs and services including wealth management and retirement plan consulting. The firm provides operations, trading, compliance, and practice-management support while allowing advisors discretion in portfolio construction.

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 20 years of experience in the financial services industry. He is currently with Sanctuary Advisors, LLC in San Antonio, TX, and previously worked at Bank of America, N.A. and Merrill Lynch. He serves as an advisory board member for The Fishing Invitational, a nonprofit organization that hosts an annual fishing tournament to support pediatric cancer research. Sanctuary Advisors provides investment advisory and financial planning services to individuals, corporations, charitable organizations, trusts, estates, and retirement plans. The firm offers customized investment programs through a large network of independent advisors and uses a variety of portfolio management strategies, including separately managed accounts and unified managed accounts.

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 in San Antonio, TX, holding Series 63 and Series 65 licenses with 18 years of industry experience. He has been with Citigroup since 2017, following a one-year sabbatical in 2016–2017. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a wide range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs, supported by internal standards and oversight committees.

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) in San Antonio, TX. He holds Series 63 and Series 66 registrations and has three years of industry experience. Quintana’s background includes roles at Nylife Securities LLC, New York Life Insurance Company, and Catalyst Insurance and Financial Strategies LLC. He is involved with the Rotary Club of San Antonio as a fundraising lead and officer, supporting local and international causes. Eagle Strategies serves a diverse client base including individuals, institutional investors, and plan sponsors, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored solutions delivered through various program types and manages a majority of its assets on a non-discretionary basis.

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.

Sitsofe Amesawu is a financial advisor with Citigroup Global Markets in San Antonio, TX, holding Series 65 and Series 63 credentials and 10 years of industry experience. She has been with Citigroup since 2014. Outside of her advisory role, Amesawu works as a delivery driver for DoorDash and participates in secret shopper assignments. Citigroup Global Markets serves individual and institutional clients, including high-net-worth and ultra-high-net-worth segments, offering a broad range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs and maintains extensive in-house research and market roles.

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.

Robert Smith is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. He has been with Citigroup since 2014. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering investment advisory programs, broker-dealer execution, custody services, and derivatives and futures trading. The firm employs multi-asset, multi-manager strategies through both discretionary and non-discretionary programs and operates with significant scale and distinctive market roles.

Alejandro Gonzalez is a financial advisor with Citigroup Global Markets holding Series 63 and Series 65 licenses and three years of industry experience. He has worked at Citibank since 2020, following roles at Conns Home Plus, Sames Ford, and Compass Bank. Outside of his advisory work, he is employed as a retail sales associate at a consumer electronics store. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs including discretionary and non-discretionary multi-asset strategies. The firm combines large institutional scale with in-house research and specialized market roles, providing services such as broker-dealer execution, custody, and derivatives trading.