Matthew Nerz is a CFA® charterholder and holds a Series 66 license with seven 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, an accounting and tax firm. Previously, he worked at Park Avenue Securities and Guardian Life Insurance Company. Titleist Asset Management provides investment management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, qualified employee plans, charitable organizations, and business entities. The firm employs a rules-based investment approach with customized portfolios overseen by an investment committee and integrates tax and accounting services through an affiliated provider.

Justin Wagner is a financial advisor with Titleist Asset Management, LLC in San Antonio, TX, holding Series 63 and Series 66 licenses and having nine years of industry experience. His prior roles include positions at Ameriprise Financial Services LLC, Oakmont Group, and Equitable Advisors. Outside of his advisory work, he owns a consulting business, Justin Wagner Inc. Titleist Asset Management provides investment management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, qualified employee plans, charitable organizations, and business entities. The firm customizes portfolios based on client objectives and employs a Rules Based Investing Total Return System alongside a range of allocation strategies and affiliated brokerage and insurance activities.

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 for Escort Radar / Cedar Electronics from 2009 to 2020. Titleist Asset Management provides investment management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, employee plans, charitable organizations, and businesses. The firm utilizes a Rules Based Investing Total Return System and offers a range of customized portfolio strategies overseen by an investment committee.

Justin Brady is a financial advisor at Titleist Asset Management, LLC with 22 years of industry experience. Prior to joining Titleist in 2024, he worked at Edward Jones for 20 years. He operates under the name Brady Wealth Management, LLC as part of his business activities. Titleist Asset Management offers investment management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, qualified employee plans, charitable organizations, and business entities. The firm uses a Rules Based Investing Total Return System and provides access to a wide range of allocation strategies, integrating tax and accounting services through affiliated providers.

Scott Branson is a financial advisor at Titleist Asset Management, LLC with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Titleist Capital, LLC and Wells Fargo Clearing, among other firms. Outside of his advisory work, he has part ownership in an agricultural business, Promised Land Farm, where he manages contracts and crop proceeds. Titleist Asset Management provides investment management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, qualified employee plans, charitable organizations, and business entities. The firm customizes portfolios based on client objectives and employs a Rules Based Investing Total Return System with various allocation strategies.

Andrew Brawley III is a financial advisor at Titleist Asset Management, LLC with 29 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 his advisory role, he owns Frozy's Shaved Ice, LLC and teaches a discipleship class for middle school students at Veritas Academy. He also serves on the finance committee of Bannockburn Church. Titleist Asset Management provides investment management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, qualified employee plans, charitable organizations, and businesses. The firm employs a Rules Based Investing Total Return System and offers a range of allocation strategies tailored to client objectives.

Adam Eisenhauer is a financial advisor at Titleist Asset Management, LLC with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including CapFinancial Securities LLC and Advisors Asset Management, Inc. Eisenhauer serves on the boards of several nonprofits, including Landa Gardens Conservancy and Hemisfair Conservancy, both focused on community and environmental initiatives in San Antonio. Titleist Asset Management provides investment management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, trusts, and charitable organizations. The firm employs a Rules Based Investing total return system and offers a range of customized portfolio strategies overseen by an investment committee.

Lee Daniels is a Certified Financial Planner™ (CFP®) with 21 years of industry experience. He is currently with Titleist Asset Management, LLC and also serves as managing partner of The XPO Partners, LLC, an accounting and tax firm. His prior experience includes roles at Park Avenue Securities, Waddell & Reed, and various insurance agencies. Titleist Asset Management provides investment management, financial planning, and retirement-plan advisory services to individuals, trusts, charitable organizations, and business entities. The firm employs a rules-based investing system with customized portfolios overseen by an investment committee and integrates tax and accounting services through an affiliated provider.

Marc York is a financial advisor with Titleist Asset Management, LLC in San Antonio, TX, holding a Series 66 designation and 25 years of industry experience. Prior to joining Titleist in 2024, he worked at Wells Fargo Clearing and Wells Fargo Advisors LLC for a combined nine years. Outside of his advisory role, he has ownership interests in several investment-related entities in San Antonio. Titleist Asset Management provides investment management, financial planning, and retirement-plan advisory services to a range of clients including individuals, trusts, estates, and charitable organizations. The firm uses a Rules Based Investing Total Return System and offers customized portfolios overseen by an investment committee, integrating brokerage, insurance, tax, and accounting services within its multi-team structure.

Joe Ben O'banion is a financial advisor with Titleist Asset Management, LLC, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has been with the Titleist entities since 2003, serving as a managing partner for Titleist Asset Management, Ltd and Titleist Capital, LLC, and joined Titleist Asset Management, LLC in 2022. Titleist Asset Management provides investment management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, qualified employee plans, charitable organizations, and business entities. The firm uses a Rules Based Investing Total Return System and offers customized portfolios overseen by an investment committee, integrating advisory services with affiliated brokerage and insurance activities as part of its multi-team structure.

Marc Marquez is a financial advisor with Titleist Asset Management, LLC, holding a Series 66 credential and 24 years of industry experience. His prior roles include positions at Ameriprise Financial Services and leading Sagaboy Holdings, Inc., a business entity managing independent contractor work. Titleist Asset Management provides investment management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals and business entities. The firm uses a Rules Based Investing Total Return System and offers customized portfolios overseen by an investment committee.

Carlos Castorena is a financial advisor with Titleist Asset Management, LLC in San Antonio, TX. He holds a Series 65 credential and has two years of industry experience. His prior work includes roles at Broadway Wealth Solutions, Principal Financial Group, USAA, Alliance Bernstein, and Frost Bank. Titleist Asset Management provides investment management, financial planning, and retirement-plan advisory services to a diverse client base including individuals, trusts, estates, and qualified employee plans. The firm employs a Rules Based Investing Total Return System and offers customized portfolios overseen by an investment committee.

Richard Judd is a CFP® and ChFC® with 25 years of experience in financial advising. He currently works at Titleist Asset Management, LLC and previously held roles at Titleist Capital, LLC, Century Management Financial Advisors, and Charles Schwab. Outside of finance, he works as an independent pilot contractor, flying passengers regularly. Titleist Asset Management provides investment management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, qualified employee plans, charitable organizations, and business entities. The firm uses a Rules Based Investing Total Return System and offers customized portfolios overseen by an investment committee.

Ann Barham is a Series 66-licensed financial advisor with five years of industry experience, currently affiliated with Titleist Asset Management, LLC. Prior to joining Titleist in 2025, she worked at Edward Jones for four years and held roles at Gracelets, Wholy Created, and Taaffe & Associates, PC. Titleist Asset Management provides investment management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, qualified employee plans, charitable organizations, and business entities. The firm customizes portfolios to client objectives using a Rules Based Investing Total Return System and offers services that integrate advisory, brokerage, insurance, and tax/accounting solutions.

Srdjan Blum is a CFP® with 23 years of industry experience, currently serving at Titleist Asset Management, LLC since 2023. His prior roles include positions at Titleist Capital, LLC, Investment Professionals, Inc., and Ameriprise. He also operates Blum and White Wealth Management, LLC. Titleist Asset Management provides investment management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, qualified employee plans, charitable organizations, and business entities. The firm utilizes a Rules Based Investing Total Return System and offers customized portfolios overseen by an investment committee.

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 Titleist Capital, LLC since 2007, Titleist Asset Management since 2023, and PKS Investments since 2025. In addition to his advisory work, King is a minority owner of a restaurant, The League Kitchen & Tavern, in Austin, Texas. Titleist Asset Management provides investment management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, employee plans, charitable organizations, and business entities. The firm employs a Rules Based Investing Total Return System and offers customized portfolios overseen by an investment committee.

Rachel Whitwell is a financial advisor at Titleist Asset Management, LLC with 16 years of industry experience. She holds the Series 66 designation and previously worked at Merrill, Bank of America, and Wells Fargo Advisors. Whitwell has also operated as a self-employed advisor and currently serves as Director of Client Services at Titleist Capital, LLC. Titleist Asset Management provides investment management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, employee plans, charitable organizations, and business entities. The firm uses a rules-based investing system and offers a range of allocation strategies customized to client objectives, combining advisory services with affiliated brokerage and insurance activities.

Katarina Partalas is a financial advisor at Titleist Asset Management, LLC with three years of industry experience. She holds the Series 66 designation and has previously worked at Morgan Stanley and other organizations including Alamo Area Aquatics Diving. Titleist Asset Management provides investment management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, employee plans, charitable organizations, and businesses. The firm offers customized portfolios overseen by an investment committee and employs a Rules Based Investing Total Return System across multiple allocation strategies.

Russell Franques is a financial advisor with Titleist Asset Management, LLC, holding a Series 65 designation and five years of industry experience. His prior roles include positions at LEVEL FOUR ADVISORY SERVICES, LLC and Highpoint Wealth Advisors, LLC, where he was a partner. Titleist Asset Management offers investment management, financial planning, and retirement-plan advisory services to a diverse client base including individuals, trusts, estates, and business entities. The firm employs a rules-based investing approach overseen by an investment committee and integrates advisory services with affiliated brokerage, insurance, tax, and accounting capabilities.

William Alford is a financial advisor at Titleist Asset Management, LLC with nine years of industry experience. He holds a Series 66 designation and has previously worked at firms including World Investment Advisors, Fidelity Investments, and JP Morgan Securities. Outside of his advisory role, he is involved in insurance sales through Bill Alford Insurance Services. Titleist Asset Management provides investment management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, employee plans, and charitable organizations. The firm uses a Rules Based Investing Total Return System and offers customized portfolios overseen by an investment committee, integrating a range of strategies and access to affiliated brokerage and insurance services.

Willis Fawcett IV is a financial advisor at Titleist Asset Management, LLC with nine years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Titleist Asset Management since 2023, with prior experience at Titleist Capital and MML Investors Services. Outside of advisory work, he owns Vista Entera Consulting, LLC, a consulting services business. Titleist Asset Management provides investment management, financial planning, and retirement-plan advisory services to a range of clients including individuals, trusts, estates, qualified plans, and charitable organizations. The firm employs a rules-based investing approach with customized portfolios overseen by an investment committee and offers integrated services including tax and accounting through an affiliated provider.

Camden Elliott is a financial advisor at Titleist Asset Management, LLC with one year of industry experience. He holds a Series 65 designation and has worked at several organizations including Badlands Big Sticks and the University of Houston Athletic Department. Elliott is also involved with Vision Based Planning LLC as an associate advisor. Titleist Asset Management provides investment management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, employee plans, charitable organizations, and businesses. The firm employs a Rules Based Investing Total Return System and offers a range of portfolio strategies overseen by an investment committee.

Frank Bullinger Jr. is a financial advisor with Titleist Asset Management, LLC in San Antonio, TX, holding Series 63 and Series 66 credentials and 25 years of industry experience. He previously worked at Edward Jones for 19 years and Prospera Financial Services Inc. for 5 years. Outside of his advisory role, Mr. Bullinger 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 provides investment management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, qualified employee plans, charitable organizations, and businesses. The firm customizes portfolios based on client objectives and employs a rules-based investing system overseen by an investment committee.

Penny Jones is a CFP® and Series 65-licensed financial advisor with five years of industry experience. She is currently with Titleist Asset Management, LLC and has prior experience at Illumination Wealth Management, McHenry Capital, LLC, and operated her own firm, Pennyshield Financial, LLC. She also served on the faculty at Texas A&M University for eight years. Outside of her advisory work, Penny holds a vice president/director role in Prewitt Management, a family limited partnership. Titleist Asset Management provides investment management, financial planning, and retirement-plan advisory services to a diverse client base including high-net-worth individuals and institutional entities. The firm uses a Rules Based Investing Total Return system and offers a range of allocation strategies overseen by an investment committee, along with integrated tax and accounting services through an affiliated provider.

Neil Kalb 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 with Titleist Capital, LLC since 2011 before joining Titleist Asset Management in 2023. Titleist Asset Management provides investment management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, qualified employee plans, charitable organizations, and business entities. The firm utilizes a Rules Based Investing Total Return System and offers customized portfolios overseen by an investment committee, combining advisory services with affiliated brokerage and insurance activities.

Lisa Alvarado is a financial advisor with Titleist Asset Management, LLC, holding the Series 63 and Series 66 designations and bringing 23 years of industry experience. Her prior experience includes 13 years at J.P. Morgan Securities LLC. She is also an angel investor and partner in Zephyr Technologies, a company that develops software to analyze game videos and recommend strategies. Titleist Asset Management provides investment management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, qualified plans, charitable organizations, and businesses. The firm employs a Rules Based Investing (RBI) Total Return System with customized portfolios overseen by an investment committee, offering a range of allocation strategies and integrating affiliated brokerage, insurance, tax, and accounting services.

Trenton Leffingwell is a financial advisor at Titleist Asset Management, LLC in San Antonio, TX, with four years of industry experience. He holds a Series 66 credential and has previously worked at Cetera, IMG Financial Group, and Securian Financial Services. Titleist Asset Management provides investment management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, qualified employee plans, charitable organizations, and business entities. The firm employs a Rules Based Investing Total Return System and offers customized portfolios overseen by an investment committee.

Maria Valencia is a financial advisor at Titleist Asset Management, LLC with 22 years of industry experience. She holds a Series 66 designation and has been with Titleist since 2023, having also worked at Titleist Capital, LLC since 2016. Outside of her advisory roles, she 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 provides investment management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, qualified employee plans, charitable organizations, and business entities. The firm uses a Rules Based Investing Total Return System overseen by an investment committee and offers a range of allocation strategies tailored to client objectives.

Jeromy White is a financial advisor at Titleist Asset Management, LLC with 22 years of industry experience. He holds the Series 66 designation and has worked at Titleist Capital, LLC and Investment Professionals, Inc. prior to his current role. He also operates Blum and White Wealth Management, LLC. Titleist Asset Management provides investment management, financial planning, and retirement-plan advisory services to a variety of clients, including high-net-worth individuals, trusts, and business entities. The firm employs a rules-based investing approach and offers customized portfolios overseen by an investment committee.

Christopher Rawson is a CFP® professional with 24 years of experience in the financial services industry. He is currently with Titleist Asset Management, LLC and has previously worked at Titleist Capital, LLC and Investment Professionals, Inc. Outside of his advisory work, he is a shareholder in a family-owned fitness club business. Titleist Asset Management provides investment management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, qualified employee plans, charitable organizations, and business entities, using a Rules Based Investing system and offering a range of customized portfolio strategies.

Chase O'banion is a financial advisor at Titleist Asset Management, LLC in San Antonio, TX, holding a Series 66 credential with one year of industry experience. Prior to joining Titleist, he had roles at Fidelity Investments. Titleist Asset Management provides investment management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, employee plans, charitable organizations, and business entities. The firm uses a Rules Based Investing Total Return System and offers a range of portfolio strategies tailored to client objectives, combining advisory services with affiliated brokerage and insurance activities.

Thomas Moore is a CFP®-credentialed financial advisor at Titleist Asset Management, LLC with four years of industry experience. His prior work includes roles at Secure Financial Management, Cetera, and Northwestern Mutual. Titleist Asset Management provides investment management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, qualified employee plans, charitable organizations, and business entities. The firm uses a Rules Based Investing Total Return System and offers a range of allocation strategies tailored to client objectives.