San Antonio, TX N.W. Military Office

Kevin Moore is a CFP® with 22 years of industry experience, currently affiliated with Commonwealth Financial Network and I Financial since 2005. He is president and owner of Munford Moore, Inc., an entity created to process securities and insurance business. Moore also serves as a trustee of the I Financial 401(k) plan. Commonwealth Financial Network is a registered investment adviser that supports a national network of approximately 2,950 advisors and their clients by providing a range of advisory programs, technology, compliance, and practice-management services. The firm offers various discretionary and non-discretionary investment solutions, including proprietary model portfolios and customizable program structures.

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.

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.