Matthew Nerz is a CFA® charterholder with six years of industry experience. He is currently with Titleist Asset Management, LLC, where he has worked since 2026, and also serves as managing partner of The XPO Partners, LLC, a tax and accounting firm based in Houston. His prior experience includes roles at Park Avenue Securities and Guardian Life Insurance Company. Titleist Asset Management, LLC is a multi-advisor wealth manager serving individuals, trusts, estates, and employer-sponsored retirement plans. The firm offers discretionary portfolio management and financial planning through a rules-based, client-specific asset allocation system overseen by an investment committee.

Justin Wagner is a financial advisor with Titleist Asset Management, LLC, holding Series 63 and Series 66 licenses and having eight years of industry experience. His prior roles include positions at Ameriprise Financial Services LLC, Oakmont Group, Equitable Advisors, and Axa Advisors, LLC. He also owns a consulting business, Justin Wagner Inc. Titleist Asset Management, LLC is an SEC-registered multi-advisor wealth manager serving individuals, trusts, estates, and employer-sponsored retirement plans. The firm employs client-specific asset-allocation strategies managed by an investment committee and follows a Rules Based Investing Total Return System incorporating quantitative and macro-driven approaches.

David Smidebush is a financial advisor at Titleist Asset Management, LLC with five years of industry experience. He holds the Series 65 designation and previously worked at Escort Radar / Cedar Electronics from 2009 to 2020. Titleist Asset Management, LLC is an SEC-registered multi-advisor firm serving individuals, trusts, estates, and retirement plans. The firm employs a Rules Based Investing Total Return System and offers discretionary portfolio management, financial planning, and retirement plan consulting through client-specific asset allocation strategies overseen by an investment committee.

Katie Keppler is a CFP®-certified financial advisor with 12 years of industry experience. She is currently with Titleist Asset Management, LLC and previously worked at Merrill Lynch and several other firms. Keppler is also involved with Titleist Capital, LLC, a broker-dealer affiliated with her current firm. Titleist Asset Management, LLC is an SEC-registered multi-advisor wealth manager serving individuals, trusts, estates, and retirement plans. The firm employs a rules-based investing approach with client-specific asset allocation strategies overseen by an investment committee and integrates quantitative, technical, and third-party research.

Roy Bly is a CFP® professional with four years of industry experience, currently serving as an advisor at Titleist Asset Management, LLC since 2023. His prior roles include work at Homrich Berg Wealth Management and operating as an independent contractor. Bly also maintains an advisory business under Vision Based Planning since 2021. Titleist Asset Management, LLC is an SEC-registered multi-advisor wealth manager serving individuals, trusts, estates, and retirement plans. The firm employs client-specific asset-allocation strategies and a Rules Based Investing Total Return System, integrating quantitative and third-party research to manage portfolios across a range of risk profiles.

Justin Brady is a financial advisor with Titleist Asset Management, LLC in San Antonio, TX, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He worked at Edward Jones for 20 years before joining Titleist Asset Management in 2024, where he also operates under Brady Wealth Management, LLC. Titleist Asset Management is an SEC-registered multi-advisor wealth manager serving individuals, high-net-worth clients, trusts, estates, and employer-sponsored retirement plans. The firm employs a Rules Based Investing Total Return System and offers discretionary portfolio management, financial planning, retirement plan consulting, and access to third-party managers and model portfolios.

Scott Branson is a financial advisor with Titleist Asset Management, LLC, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. Prior to joining Titleist Asset Management in 2023, he was affiliated with Titleist Capital, LLC and Wells Fargo Clearing. Outside of his advisory role, he co-owns Promised Land Farm in Blytheville, Arkansas, where he manages contracts and crop proceeds. Titleist Asset Management, LLC is an SEC-registered multi-advisor wealth manager serving individuals, trusts, estates, and retirement plans. The firm implements client-specific asset allocation strategies overseen by an investment committee and employs a Rules Based Investing Total Return System incorporating global benchmarks, macro-driven portfolio adjustments, and a diversified investment approach.

Andrew Brawley III is a financial advisor at Titleist Asset Management, LLC with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Raymond James Financial and Rademacher Financial Inc. Outside of financial services, he owns Frozy's Shaved Ice, LLC and is involved in education as a teacher and girls' soccer coach at Veritas Academy in Austin, TX. Titleist Asset Management, LLC is an SEC-registered multi-advisor wealth manager serving individuals, trusts, estates, and retirement plans. The firm offers discretionary portfolio management and financial planning using client-specific asset allocation strategies and a Rules Based Investing Total Return System overseen by an investment committee.

Christopher Jennings is a CFP® with 10 years of industry experience. He is currently with Titleist Asset Management, LLC and has previously worked at firms including Vanguard Group Inc and United Planners. Jennings is also involved as a financial advisor with CUE Financial Group and holds insurance agent credentials. Titleist Asset Management, LLC is an SEC-registered multi-advisor wealth manager serving individuals, trusts, estates, and retirement plans. The firm offers discretionary portfolio management and financial planning, implementing client-specific strategies overseen by an investment committee and employing a Rules Based Investing Total Return System.

Adam Eisenhauer is a financial advisor with Titleist Asset Management, LLC, holding Series 63 and Series 65 licenses and 24 years of industry experience. He has previously worked at CapFinancial Securities LLC and CapFinancial Partners LLC, among other firms. Outside of his advisory role, Eisenhauer serves on the boards of the Landa Gardens Conservancy and the Hemisfair Conservancy, both nonprofit organizations focused on land and community preservation. Titleist Asset Management, LLC is an SEC-registered multi-advisor wealth manager serving individuals, trusts, estates, and employer-sponsored retirement plans. The firm employs a Rules Based Investing Total Return approach, combining asset allocation strategies with quantitative and third-party research, and offers a range of services including portfolio management, financial planning, and retirement plan consulting.

Lee Daniels is a CFP® and holds a Series 66 license, with 21 years of industry experience. He is currently with Titleist Asset Management, LLC and Titleist Capital, LLC, and also serves as managing partner at The XPO Partners, LLC, an accounting and tax firm. His prior experience includes time at Park Avenue Securities and various insurance agencies. Titleist Asset Management, LLC is a multi-advisor wealth management firm serving individuals, trusts, estates, and retirement plans, offering discretionary portfolio management and financial planning. The firm employs a Rules Based Investing Total Return System and utilizes an investment committee to oversee client-specific asset-allocation strategies.

Marc York is a Series 66-credentialed financial advisor at Titleist Asset Management, LLC with 25 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC for a combined nine years. Outside of his advisory role, York is involved in managing private investment entities with his spouse. Titleist Asset Management, LLC is a multi-advisor wealth manager serving individuals, trusts, estates, and employer-sponsored retirement plans. The firm uses client-specific asset allocation strategies overseen by an investment committee and employs a Rules Based Investing Total Return System that incorporates quantitative, technical, and third-party research.

Joe Ben O'banion is an advisor with Titleist Asset Management, LLC based in San Antonio, TX. He holds Series 63 and Series 66 designations and has 26 years of industry experience. O'banion has been involved with affiliated firms since 2003, serving in various managing partner roles. Titleist Asset Management, LLC is an SEC-registered multi-advisor wealth manager serving individuals, trusts, estates, and employer-sponsored retirement plans. The firm offers discretionary portfolio management and financial planning with client-specific asset-allocation strategies guided by a Rules Based Investing Total Return System and an investment committee.

Marc Marquez is a financial advisor with Titleist Asset Management, LLC, holding a Series 66 designation and 24 years of industry experience. He has worked at Ameriprise Financial Services, Inc. for nine years and served as President and Owner of Sagaboy Holdings, Inc. Outside of his advisory roles, he manages an independent contractor business through Sagaboy Holdings. Titleist Asset Management is an SEC-registered multi-advisor wealth management firm that serves individuals, trusts, estates, and retirement plans. The firm employs a Rules Based Investing Total Return System with client-specific asset allocation strategies monitored by an investment committee.

Carlos Castorena is a financial advisor at Titleist Asset Management, LLC with two years of industry experience. He holds a Series 65 designation and has worked previously at Broadway Wealth Solutions, Principal Financial Group, and USAA. Outside of his advisory role, he owns rental homes as a part-time activity. Titleist Asset Management, LLC is an SEC-registered multi-advisor wealth manager serving individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm offers discretionary portfolio management and financial planning through client-specific asset-allocation strategies, employing a Rules Based Investing Total Return System overseen by an investment committee.

Richard Judd is a CFP®, ChFC®, and Series 66 licensed financial advisor with 25 years of industry experience. He is currently with Titleist Asset Management, LLC, where he has worked since 2023, and he has been associated with Titleist Capital, LLC since 2015. In addition to his advisory work, Judd is an independent pilot contractor. Titleist Asset Management, LLC is an SEC-registered multi-advisor firm serving individuals, trusts, estates, and employer-sponsored retirement plans. The firm offers discretionary portfolio management and financial planning, employing a Rules Based Investing total return system complemented by quantitative and macro-driven strategies.

Cameron Blake is a financial advisor at Titleist Asset Management, LLC with one year of industry experience. He holds a Series 65 designation and has been with Titleist since 2023 following a period as a student. Titleist Asset Management, LLC is a multi-advisor wealth management firm serving individuals, trusts, estates, and employer-sponsored retirement plans. The firm offers discretionary portfolio management and financial planning using client-specific asset-allocation strategies and a Rules Based Investing Total Return System that incorporates quantitative, technical, and third-party research.

Ann Barham is a financial advisor at Titleist Asset Management, LLC with five years of industry experience. She holds a Series 66 designation and has previously worked at Edward Jones, Gracelets, Wholy Created, and Taaffe & Associates, PC. Titleist Asset Management, LLC is an SEC-registered multi-advisor wealth manager serving individuals, trusts, estates, and employer-sponsored retirement plans. The firm offers discretionary portfolio management, financial planning, and retirement plan consulting using client-specific asset allocation strategies overseen by an investment committee.

Srdjan Blum is a CFP® with 22 years of industry experience, currently serving as an advisor at Titleist Asset Management, LLC since 2023. He previously worked at Titleist Capital, LLC and Investment Professionals, Inc. He also operates Blum and White Wealth Management, LLC as a separate business entity. Titleist Asset Management, LLC is an SEC-registered multi-advisor wealth manager serving individuals, trusts, estates, and retirement plans. The firm offers discretionary portfolio management, financial planning, and retirement plan consulting using a Rules Based Investing Total Return System supported by quantitative and macro-driven strategies.

Russell King is a financial advisor at Titleist Asset Management, LLC with 23 years of industry experience. He holds a Series 66 designation and has worked at PKS Investments, Titleist Asset Management, and Titleist Capital, LLC. Outside of his advisory work, he is a minority owner of a restaurant in Austin, Texas. Titleist Asset Management, LLC is an SEC-registered multi-advisor wealth manager serving individuals, trusts, estates, and employer-sponsored retirement plans. The firm employs client-specific asset allocation strategies supported by a Rules Based Investing Total Return System and offers a range of services including discretionary portfolio management and retirement plan consulting.

Rachel Whitwell is a financial advisor at Titleist Asset Management, LLC with 16 years of industry experience. She holds a Series 66 designation and has previously worked at Merrill, Bank of America, and Wells Fargo Advisors. Whitwell has also operated as a self-employed advisor prior to joining Titleist. Titleist Asset Management, LLC is an SEC-registered multi-advisor wealth manager serving individuals, trusts, estates, and employer-sponsored retirement plans. The firm offers discretionary portfolio management, financial planning, retirement plan consulting, and uses a Rules Based Investing Total Return System with multiple asset-allocation strategies overseen by an investment committee.

Christian Amsberry is a financial advisor with Titleist Asset Management, LLC, holding Series 66 and Series 63 licenses and 18 years of industry experience. He has worked at Titleist Capital and Titleist Asset Management since 2024, and previously spent nine years at Osaic FA. Outside of his advisory role, he serves as a board member of the Brian D Stevens Foundation. Titleist Asset Management, LLC is an SEC-registered multi-advisor wealth manager serving individuals, trusts, estates, and employer-sponsored retirement plans. The firm uses client-specific asset allocation strategies overseen by an investment committee and employs a Rules Based Investing Total Return System that incorporates global benchmarks, macro-driven tilts, and a short-duration fixed-income sleeve.

Katarina Partalas is a financial advisor with Titleist Asset Management, LLC and holds a Series 66 designation. She has three years of industry experience, including prior roles at Morgan Stanley and Gostomski & Hecker, P.C. Outside of finance, she has been involved with Alamo Area Aquatics Diving. Titleist Asset Management, LLC is a multi-advisor wealth management firm serving individuals, trusts, estates, and retirement plans. The firm employs a rules-based investing system combined with quantitative and macro-driven strategies to manage discretionary portfolios tailored to client-specific asset allocations.

Russell Franques is a financial advisor at Titleist Asset Management, LLC with four years of industry experience. He holds a Series 65 designation. Prior to joining Titleist Asset Management, he worked at LEVEL FOUR ADVISORY SERVICES, LLC and has been affiliated with Highpoint Wealth Advisors, LLC as a partner since 2021. Titleist Asset Management is a multi-advisor wealth management firm serving individuals, trusts, estates, and retirement plans. The firm uses a Rules Based Investing Total Return System and offers discretionary portfolio management alongside financial planning and retirement plan consulting services.

William Alford is a financial advisor with Titleist Asset Management, LLC, holding a Series 66 designation and nine years of industry experience. His prior roles include positions at World Investment Advisors, Pensionmark Securities, Fidelity Investments, Alliance Bernstein, and JP Morgan Securities. Outside of his advisory work, he is involved in non-variable insurance sales through Bill Alford Insurance Services. Titleist Asset Management, LLC is a multi-advisor wealth management firm serving individuals, trusts, estates, and employer-sponsored retirement plans. The firm offers discretionary portfolio management, financial planning, and retirement plan consulting, utilizing a Rules Based Investing Total Return System and a variety of investment instruments, while maintaining multiple affiliations and service lines that inform its comprehensive approach.

Willis Fawcett IV is a financial advisor at Titleist Asset Management, LLC in San Antonio, TX, with nine years of industry experience. He holds Series 65 and Series 63 licenses and has worked previously at MML Investors Services and Joe W. Fly Company. Outside of his advisory role, he owns Vista Entera Consulting, LLC, which provides consulting services. Titleist Asset Management, LLC is an SEC-registered multi-advisor wealth manager serving individuals, trusts, estates, and retirement plans. The firm offers discretionary portfolio management and financial planning services using a Rules Based Investing Total Return System, combining quantitative and macro-driven strategies overseen by an investment committee.

Camden Elliott is a financial advisor with Titleist Asset Management, LLC, holding a Series 65 license and currently beginning his professional career in the industry. His background includes experience with the University of Houston Athletic Department and various positions in related fields prior to joining Titleist Asset Management. Titleist Asset Management, LLC is an SEC-registered multi-advisor wealth manager serving individuals, trusts, estates, and retirement plans. The firm uses a Rules Based Investing Total Return System with client-specific asset allocation strategies, supported by an investment committee and ongoing monitoring.

Frank Bullinger Jr. is a financial advisor with Titleist Asset Management, LLC, holding Series 63 and Series 66 credentials and 25 years of industry experience. His prior roles include positions at Edward Jones and Prospera Financial Services Inc. He serves on the boards of several nonprofit organizations, including St. Michaels Cemetery Association, Clay County Outreach, and Our Lady Queen of Peace Catholic Church. Titleist Asset Management, LLC is a multi-advisor wealth management firm serving individuals, trusts, estates, and retirement plans. The firm employs a Rules Based Investing Total Return System and offers discretionary portfolio management, financial planning, and retirement plan consulting services.

Alan Keppler is a financial advisor at Titleist Asset Management, LLC with 15 years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Titleist Asset Management, he worked at JP Morgan Securities, Merrill, and Bank of America. Keppler is also involved as a managing partner with Paragon Private Wealth Group, an investment advisory business operating under Titleist Asset Management. Titleist Asset Management is an SEC-registered multi-advisor firm serving individuals, trusts, estates, and retirement plans. The firm offers discretionary portfolio management, financial planning, and retirement plan consulting, utilizing a rules-based investing approach with client-specific asset allocation strategies overseen by an investment committee.

Christopher Mann is a CFP® with 32 years of experience in the financial industry. He is currently with Titleist Asset Management, LLC and previously worked at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services LLC. Titleist Asset Management, LLC is a multi-advisor wealth manager serving individuals, trusts, estates, and retirement plans. The firm employs a Rules Based Investing Total Return System with client-specific asset-allocation strategies and utilizes quantitative, technical, and third-party research to manage portfolios.

Penny Jones is a CFP® and Series 65-licensed advisor at Titleist Asset Management, LLC with five years of industry experience. She has held roles at Illumination Wealth Management, Mchenry Capital, and operated Pennyshield Financial, LLC. Jones is also vice president and director of Prewitt Management, a family limited partnership. Titleist Asset Management, LLC is a multi-advisor wealth management firm serving individuals, trusts, estates, and retirement plans. The firm employs client-specific asset-allocation strategies overseen by an investment committee and utilizes a Rules Based Investing system incorporating quantitative, technical, and third-party research.

Neil Kalb is a financial advisor with Titleist Asset Management, LLC in San Antonio, TX, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked with Titleist Capital, LLC since 2011 and joined Titleist Asset Management in 2023. Titleist Asset Management is an SEC-registered multi-advisor wealth manager serving individuals, trusts, estates, and employer-sponsored retirement plans. The firm offers discretionary portfolio management and financial planning using client-specific asset-allocation strategies and a Rules Based Investing Total Return System.

Lisa Alvarado is a financial advisor at Titleist Asset Management, LLC with 23 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at J.P. Morgan Securities LLC for 13 years. Outside of advisory work, Alvarado is an angel investor and partner in Zephyr Technologies, a company that develops software to analyze game video and recommend strategies. Titleist Asset Management, LLC is a multi-advisor wealth management firm serving individuals, trusts, estates, and employer-sponsored retirement plans. The firm offers discretionary portfolio management and financial planning using a Rules Based Investing approach, combining quantitative and third-party research with various investment instruments.

Trenton Leffingwell is a financial advisor with Titleist Asset Management, LLC in San Antonio, TX. He holds a Series 66 designation and has four years of industry experience. His prior roles include positions at Cetera, IMG Financial Group, and Securian Financial Services. Titleist Asset Management, LLC is an SEC-registered multi-advisor wealth manager serving individuals, trusts, estates, and employer-sponsored retirement plans. The firm offers discretionary portfolio management, financial planning, and retirement plan consulting, utilizing a Rules Based Investing Total Return System that combines quantitative, technical, and third-party research.

Maria Valencia is a financial advisor with Titleist Asset Management, LLC, holding a Series 66 designation and bringing 22 years of industry experience. She has been with Titleist Capital, LLC since 2016 and with Titleist Asset Management since 2023. Valencia serves on the board and executive committee of LIFEGIFT, a nonprofit organ procurement organization in Texas, where she chairs the Finance and Investment Committee and acts as Treasurer. Titleist Asset Management, LLC is an SEC-registered multi-advisor wealth manager serving individuals, trusts, estates, and retirement plans. The firm employs a Rules Based Investing Total Return System with client-specific asset allocation strategies overseen by an investment committee.

Jeromy White is a financial advisor with Titleist Asset Management, LLC, holding a Series 66 designation and 22 years of industry experience. He has worked at Titleist Asset Management since 2023 and was previously with Titleist Capital, LLC and Investment Professionals, Inc. He also operates Blum and White Wealth Management, LLC. Titleist Asset Management, LLC is an SEC-registered multi-advisor wealth manager serving individuals, trusts, estates, and employer-sponsored retirement plans. The firm offers discretionary portfolio management, financial planning, and retirement plan consulting, utilizing client-specific asset-allocation strategies overseen by an investment committee and employing a Rules Based Investing Total Return System.

Christopher Rawson is a CFP® professional with 24 years of industry experience. He is currently with Titleist Asset Management, LLC and has previously worked at Titleist Capital, LLC and Investment Professionals, Inc. Rawson is also a shareholder in a family-owned fitness club business unrelated to his investment work. Titleist Asset Management, LLC is an SEC-registered multi-advisor wealth manager serving individuals, trusts, estates, and employer-sponsored retirement plans. The firm offers discretionary portfolio management, financial planning, and retirement plan consulting, using a rules-based investing system with multiple asset-allocation strategies overseen by an investment committee.

Chase O'banion is a financial advisor with Titleist Asset Management, LLC, holding a Series 66 designation and one year of industry experience. Prior to joining Titleist, he was associated with Fidelity Investments. Titleist Asset Management, LLC is a multi-advisor wealth manager serving individuals, trusts, estates, and employer-sponsored retirement plans. The firm employs client-specific asset allocation strategies and a Rules Based Investing Total Return System, integrating quantitative and macro-driven approaches alongside access to third-party managers and model portfolios.

Thomas Moore is a CFP® professional with four years of industry experience, currently serving at Titleist Asset Management, LLC. His prior roles include positions at Secure Financial Management and Northwestern Mutual, among others. Titleist Asset Management is a multi-advisor wealth management firm serving individuals, trusts, estates, and employer-sponsored retirement plans. The firm employs a Rules Based Investing Total Return System that combines asset allocation strategies, quantitative and technical research, and access to third-party managers and model portfolios.