Rene Perez is a financial advisor with Sanctuary Advisors, LLC, based in San Antonio, TX, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. Sanctuary Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, charitable organizations, trusts, estates, and retirement plans. The firm offers customized investment programs through various account types and leverages a broad network of independent advisors and affiliated entities.

Josalyn Madrigal is a financial advisor at Citigroup Global Markets with 9 years of industry experience. She holds Series 63 and Series 66 credentials and has been with Citigroup since 2014. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs alongside broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies with internal oversight and offers solutions for a diverse client base, including high-net-worth and ultra-high-net-worth individuals.

Bryan Pariseau is a financial advisor with Empower Advisory Group in San Antonio, TX, holding Series 63 and Series 66 registrations and 19 years of industry experience. His prior roles include positions at Charles Schwab Bank, Charles Schwab, and USAA Financial Services. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, leveraging an integrated model that connects planning with Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and savings rates while serving a large participant base relative to its advisor headcount.

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.

Avery Barrientez is a financial advisor at Citigroup Global Markets with a Series 66 designation and three years of industry experience. He has been with Citigroup since 2016 and previously worked at Macy’s from 2013 to 2017. Citigroup Global Markets serves individual and institutional clients across several wealth segments, offering a range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and maintains significant institutional scale with unique market roles and arrangements.

Paul Fernandez is a financial advisor at Voya Financial Advisors, Inc. with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Eagle Strategies (NY Life), Bridgeway Financial Inc., and Nationwide Investment Services Corporation. Outside of his advisory role, he is an owner of a non-income generating automotive business and serves as a board member for the Volunteer Services Council of the San Antonio State Supported Living Center, a nonprofit supporting residents with intellectual and developmental disabilities. Voya Financial Advisors, Inc. provides investment advisory, brokerage, financial planning, and retirement plan services to a diverse client base including individuals, charitable organizations, and corporations. The firm offers a range of adviser-led programs using model portfolios and manager-driven strategies, combining an advisory platform with an active broker-dealer distribution model and an extensive affiliate ecosystem.

Christine Morales is a financial advisor at Stratos Wealth Partners, Ltd with 23 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at LPL Financial, Young American Wealth Management, Wells Fargo Clearing, and Wells Fargo Advisors LLC. Morales also serves as a notary in Texas and provides administrative support to Stratos Wealth Partners. Stratos Wealth Partners offers advisory services to a diverse client base, including individual investors, trusts, charitable organizations, corporations, and institutional clients. The firm employs an open-architecture Strategic Wealth Management platform that supports both advisor-managed and model-based portfolios, emphasizing active monitoring and asset allocation across multiple custodians.

Jason Alvarado is a CFP® professional with nine years of experience in financial advisory roles. He currently works at CWM, LLC and Northwest Capital Management, having previously held positions at Morgan Stanley, Frost Bank, and other firms. Outside of finance, he was involved with Jay Alvarado Humidors for five years. CWM, LLC is an SEC-registered investment adviser serving a diverse client base including individuals, high-net-worth families, foundations, endowments, corporations, and institutions. The firm manages portfolios primarily on a discretionary basis using model portfolios overseen by an internal Investment Committee, combining fundamental and technical analysis with third-party sub-advisors and customization tools.

Courtney Connolly is a financial advisor at Rockefeller Financial LLC with 26 years of industry experience. She holds the Series 66 designation and has previously worked at Bank of America and Merrill Lynch. Rockefeller Financial LLC serves ultra-high and high-net-worth individuals, families, family offices, charities, corporations, and retirement plans, offering comprehensive wealth management, financial planning, portfolio management, and retirement plan consulting. The firm provides integrated services through affiliated trust and insurance entities, with a focus on customized asset-allocation strategies and access to alternative and private investments.

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.

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 industry experience, currently advising at Voya Financial Advisors, Inc. since 2014. He previously worked at RJG Retirement Services, LLC for nine years. In addition to his advisory role, he is an Independent Insurance Agent specializing in fixed insurance products. Voya Financial Advisors, Inc. serves individuals, retirement plans, and charitable and corporate clients through a combination of financial planning, portfolio management, and brokerage services. The firm utilizes model portfolios, affiliated strategies, and third-party money managers, managing most assets on a non-discretionary basis while also engaging in commission-based product sales and broker-dealer activities.

Robert Quiroga is a financial advisor with Eagle Strategies (NY Life) in San Antonio, Texas, holding Series 63 and Series 66 registrations and possessing 10 years of industry experience. His career includes roles at Eagle Strategies LLC, Q Financial, LLC, Nylife Securities LLC, and New York Life Insurance Company. He also has 16 years of experience with the San Antonio Talons. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm offers a variety of advisory programs, emphasizing tailored recommendations and primarily managing assets on a non-discretionary basis.

David Bonney is a Certified Financial Planner (CFP®) with over 30 years of industry experience. He has been affiliated with First Command Advisory Services since 2015 and has worked with First Command Financial Services, Inc. and First Command Financial Planning, Inc. since 1996. He is based in San Antonio, TX. First Command Advisory Services, Inc. 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 model portfolios managed by a centralized Investment Management Team and Wealth Portfolio Managers.

Judith Phu is a financial advisor at Citigroup Global Markets with six years of industry experience. She holds the Series 63 and Series 65 designations and previously worked at Victory Capital Services, Inc., Victory Capital Management, Inc., Money Concepts Capital Corp, and New York Life Insurance Co. Phu is the founder of Ministerio de Misericordia, a financial literacy program supporting individuals leaving abusive situations. Citigroup Global Markets serves individual and institutional clients across a range of wealth segments, offering multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs, along with broker-dealer execution and custody services.

Joseph Schuetze is a financial advisor at Sanctuary Advisors, LLC with 24 years of industry experience. He holds a Series 66 designation and previously worked at PAX Financial Group, LLC and Financial LLC (formerly LINSCO/Private Ledger). Sanctuary Advisors, LLC offers investment advisory and financial planning services to individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm operates through a large network of independent advisers and provides a range of discretionary and non-discretionary investment solutions tailored to client goals.

Xienh Ly is a financial advisor at Citigroup Global Markets with 10 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Citi since 2015. 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 and holds distinctive market roles including operating as a swap dealer and futures commission merchant.

Rodrigo Alvarez is a financial advisor with PNC Wealth Management in San Antonio, TX, holding Series 66 and Series 63 licenses with two years of industry experience. His prior work includes roles at PNC Investments and PNC Bank, alongside a long-term association with Walmart. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio solution that uses algorithmic risk assessment and discretionary model management with mutual funds and ETFs.

Charles Mercer IV is a financial advisor at Citigroup Global Markets with 11 years of industry experience. He holds the Series 65 and Series 63 designations and has been with Citibank NA since 2014. 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 through discretionary and non-discretionary programs and supports large-scale institutional and high-net-worth clients with specialized solutions.

Cindy Crow is a financial advisor with First Command Advisory Services in San Antonio, TX, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. She has been with First Command Advisory Services since 2015 and has worked within affiliated First Command entities since 2012. 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 comprehensive financial planning and multiple wrap-fee asset management programs, managing portfolios through a centralized Investment Management Team and Wealth Portfolio Managers who select approved third-party managers.