Jonathan Swanburg is a CFP® and holds a Series 66 license with 17 years of industry experience. He is currently with TSA Wealth Management, where he has worked since 2022, following roles at Calton & Associates, Inc. and Tristar Advisors. Outside of his advisory work, he serves as president of FB LAX, a youth sports nonprofit based in Houston, Texas. TSA Wealth Management serves individuals, high-net-worth clients, corporations, and charities by providing discretionary investment advisory and portfolio management services. The firm tailors advice to client objectives and risk tolerance, combining investment techniques with estate-planning tools and client education as part of its service offering.

Crystal Mckeon is a CFP® and holds a Series 66 license with 17 years of industry experience. She is currently with TSA Wealth Management, where she has worked since 2022. Prior to that, she held roles at Tri-Star Advisors, Calton & Associates, and Parallax Investments. Outside of her advisory career, she teaches aerial hammock yoga classes at Crystal Yoga Studios. TSA Wealth Management serves individual and high-net-worth clients, corporations, and charities by providing discretionary investment advisory and portfolio management services. The firm offers estate-planning options through third-party software as part of its advisory services and combines a substantial SEC-registered asset base with a small, three-advisor team, providing client education alongside tailored investment strategies.

Austin Marrs is a CFP® with 15 years of industry experience, currently serving as a financial advisor at TSA Wealth Management in Houston, TX. His prior roles include positions at Tri-Star Advisors, Calton & Associates, and Parallax Investments. He is also licensed as a State of Texas General Lines Agent with experience researching and selling insurance and annuity products. TSA Wealth Management serves individual and high-net-worth clients, as well as corporations and charities, offering discretionary investment advisory and portfolio management services. The firm provides estate-planning options through third-party software and combines a substantial discretionary asset base with a three-advisor team, regularly engaging clients through educational seminars and digital tools.