Victor Gomez is a financial advisor with Valic Financial Advisors who holds Series 63 and Series 66 licenses and has 26 years of industry experience. His prior roles include positions at Legend Advisory Corporation, Legend Equities Corporation, Lincoln Investment, and Agia. Outside of investment advisory, he is also an agent for non-securities insurance products. Valic Financial Advisors serves primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants, offering portfolio management and financial planning services through a large network of advisors. The firm uses discretionary unified managed accounts with Envestnet’s platform and provides tax-aware and ESG overlay options.

Matthew Turner is a financial advisor with First Command Advisory Services in El Paso, TX, holding Series 63 and Series 65 licenses. He has two years of industry experience and previously worked at Keller Williams as a realtor, where he continues to assist clients in buying, selling, or renting properties alongside his advisory role. His background also includes positions at Sprint and the University of Texas at El Paso. 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 financial planning and multiple wrap-fee asset management programs utilizing model portfolios managed by a centralized Investment Management Team and Wealth Portfolio Managers.

Courtney Craig is a financial advisor at First Command Advisory Services with one year of industry experience. She holds Series 63 and Series 65 licenses and has prior work experience at Blake Brothers Service Corporation and H.C. Blake Company. 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, delivering investment management through centralized teams and Wealth Portfolio Managers who select preapproved third-party managers.

Jordan Nelson is a financial advisor with First Command Advisory Services in El Paso, TX, holding a Series 66 credential and eight years of industry experience. Prior to joining First Command Financial Planning in 2017, he served in the U.S. Army from 2014 to 2017. Nelson has a membership interest in Ironsides TX, LLC, which manages administrative functions for the First Command El Paso District. 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 delivered through a centralized Investment Management Team and Wealth Portfolio Managers who construct and manage model portfolios from prescreened fund and manager selections.

Michael Crown is a financial advisor with Empower Advisory Group holding Series 63 and Series 65 licenses and two years of industry experience. His prior roles include positions at Thrivent Investment Management, NYLIFE Securities, New York Life Insurance Company, and First Command Advisory Services. He served in the U.S. Army from 2017 to 2020 before transitioning to financial services. 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. The firm’s approach emphasizes long-term portfolio returns and integrates closely with Empower’s recordkeeping and administrative platforms.

Jason Faras is a financial advisor with First Command Advisory Services in El Paso, TX, holding a Series 66 designation and three years of industry experience. Prior to his advisory career, he served in the United States Army for 23 years. Outside of his advisory work, he co-manages a residential rental property with his wife. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, using a centralized Investment Management Team to select and monitor model portfolios and third-party managers.

Robert Sweet is a financial advisor with Independent Financial Group, LLC in El Paso, TX. He holds Series 63 and Series 65 licenses and has 26 years of industry experience, including prior roles at LPL Financial, Raymond James Financial, and CUNA Brokerage Services. Outside of advising, he is involved in several business activities including insurance services, tax preparation, and document notarization. Independent Financial Group, LLC serves a broad client base with investment advisory and brokerage services, offering financial planning and portfolio management through multiple platforms and third-party managers. The firm employs a mix of passive and active investment strategies tailored to client risk profiles and operates as both a broker-dealer and investment adviser.

Joseph Kruszewski is a financial advisor at First Command Advisory Services in El Paso, TX, holding Series 63 and Series 66 licenses with 10 years of industry experience. He has been with First Command Financial Planning, Inc. since 2015. Outside of his advisory role, he is a member and owner of KRLJ Financial 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 offers financial planning and multiple wrap-fee asset management programs utilizing model portfolios and third-party managers selected by an in-house Investment Management Team.

Amber Rosenthal is a financial advisor with Charles Schwab in El Paso, TX, holding Series 63 and Series 65 licenses and with six years of industry experience. Her prior work experience includes roles at Wells Fargo Clearing, Wells Fargo Bank, and Connects Federal Credit Union. She has also been affiliated with Saint Leo University for over a decade. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary advisory relationships and access to affiliated discretionary separately managed accounts, supported by centralized custody and operational infrastructure.

Alyssa Najar is a financial advisor at Charles Schwab with eight years of industry experience. She holds Series 63 and Series 65 licenses and has worked in various capacities within Charles Schwab entities since 2022, as well as roles at Temple College, MWA Financial Services, and Modern Woodmen of America. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering a combination of brokerage, custody, and advisory services. The firm employs a mostly non-discretionary client relationship model alongside access to discretionary separately managed accounts and utilizes multi-asset model portfolios with strategic asset allocation.

Andrew Cutler is a financial advisor at Charles Schwab with 8 years of industry experience. He holds Series 63 and Series 65 licenses and has been associated with various Charles Schwab entities since 2016. Outside of his advisory work, he also works as an independent yoga and fitness instructor. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and other managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers a wide range of integrated brokerage, custody, and cash management solutions.

Priscilla Hernandez is a financial advisor at Charles Schwab with seven years of industry experience. Her background includes roles at The Vanguard Group, Robinhood Markets, and Colonial Life. She holds Series 63 and Series 66 credentials. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm offers both non-discretionary and discretionary investment options, leveraging multi-asset model portfolios and a centralized operational structure.

Keith Erickson is a financial advisor with Edward Jones in El Paso, TX, holding a ChFC® designation and a Series 66 license. He has 14 years of industry experience and has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households across wealth levels, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products through a nationwide network of financial advisors and branch offices.

Sandra Orozco is a financial advisor at Charles Schwab with 18 years of industry experience. She holds a Series 66 designation and previously worked at Morgan Stanley before joining Schwab in 2017. Outside of her advisory role, she has worked seasonally as a driver helper assisting with package deliveries in El Paso, TX. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts, supported by multi-asset model portfolios and centralized operational infrastructure.

Eli Merriman is a financial advisor at Charles Schwab with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Charles Schwab since 2020. Prior to that, he was employed at TD Ameritrade and Scottrade. Outside of his advisory role, Merriman occasionally sells used items at local flea markets. Charles Schwab serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts, offering multi-asset model portfolios and centralized custody and brokerage services.

Enrique Hernandez Rios is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Merrill Lynch and El Paso Electric Company. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a process that combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework.

Cynthia Cardoza is a financial advisor at Charles Schwab with seven years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Clearing and Wells Fargo Bank, N.A. Her current practice is based in El Paso, Texas. Charles Schwab & Co., Inc. serves a large client base mainly consisting of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment guidance, utilizing multi-asset model portfolios and access to alternative investments, supported by a centralized operational structure.

Michael Flores is a CFP® professional with 26 years of industry experience, all spent at Edward Jones in El Paso, TX. He holds Series 63 and Series 66 licenses and has been with Edward Jones since 2000. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets with a large nationwide network of financial advisors and branch offices, offering a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Jesus Arroyo is a financial advisor with Charles Schwab in El Paso, TX, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. He has been with Charles Schwab since 1999 and Charles Schwab Bank since 2008. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm offers a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, utilizing multi-asset model portfolios and a centralized operational structure.

Eli Cabral is a financial advisor at Charles Schwab with eight years of industry experience. He holds Series 63 and Series 65 credentials and has worked at various Charles Schwab entities since 2022, following prior experience at Wells Fargo from 2014 to 2022. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program and affiliated managed-account and financial planning services, offering both non-discretionary and discretionary investment solutions through an integrated, multi-asset approach.