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® professional with four years of industry experience, currently serving at Titleist Asset Management, LLC. His prior roles include positions with Secure Financial Management 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 employs a rules-based investing system and offers a range of allocation strategies overseen by an investment committee.

Leah Eller is a CFP® with 27 years of industry experience, currently serving as a financial advisor at Snowden Capital Advisors LLC. She has previous experience with Snowden Lane Partners, Wells Fargo Clearing, and Wells Fargo Advisors LLC. Located in San Antonio, TX, she holds Series 63 and Series 65 licenses in addition to her CFP® credential. Snowden Capital Advisors LLC serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and other institutional clients. The firm offers discretionary and non-discretionary portfolio management, investment consulting, and financial and estate planning, often utilizing third-party sub-advisers while maintaining client oversight.

Richard Ure is a financial advisor with Gradient Securities, LLC in San Antonio, TX, holding Series 63 and Series 65 designations and 14 years of industry experience. He has worked with Gradient Securities since 2019 and previously worked at LPL Financial and National Planning Corporation. Outside of his advisory role, Ure owns a woodworking and agricultural products business where he raises livestock and sells cedar hardwood products. Gradient Securities, LLC, operating as Gradient Wealth Management, provides financial planning, consulting, and non-discretionary asset management services to individuals, pension plans, trusts, estates, and businesses. The firm emphasizes a non-discretionary investment approach, combining fundamental, technical, and cyclical analysis while utilizing third-party managers and maintaining ongoing client reviews.

Eric Reid is a CFP® with 25 years of experience in financial advising. He is currently with Hightower Advisors, where he has worked since 2020, and previously held roles at Frontier Investment Management, Bank of America, and Merrill. In addition to his advisory work, Reid teaches management, finance, and Certified Financial Planning coursework part-time at the University of the Incarnate Word in San Antonio. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, and charitable organizations. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers across a range of investment vehicles.

Roger Eth is a financial advisor at TLG Advisors, Inc. with 17 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Lincoln Financial Securities Corporation and RDK Advisors. He is also involved in business development activities with Global Succession Planning, IPA Strategies, and RDK Advisors as an insurance agent. TLG Advisors, Inc. manages approximately $2.0 billion in discretionary client assets, serving individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors. The firm offers investment supervisory and portfolio management, comprehensive financial and estate planning, ERISA fiduciary services, and a direct-to-consumer program called Starlight Portfolios, using a research approach based on fundamental analysis and Modern Portfolio Theory.

Gregory Davis is a financial advisor at UNITED PLANNERS' FINANCIAL SERVICES of AMERICA with 42 years of industry experience. He holds the ChFC® designation and Series 63 license. His prior work experience includes roles at Grove Point Investments, Grove Point Advisors, and H.Beck, Inc. Davis is a licensed insurance agent and a partner in DSSTT, LLC, a non-investment related business. United Planners Financial Services is a national wealth-management enterprise serving a diverse client base, including individuals, retirement plans, corporations, and institutional clients. The firm offers advisory and brokerage services through independent representatives and utilizes a variety of custodians and third-party managers to implement client strategies.

Edward Kozlowski is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 66 designation and 19 years of industry experience. His career includes roles at LPL Financial, First Allied Securities, Inc., and Lighthouse Wealth Management. He is also involved in tax planning and preparation through Lighthouse Tax Services LLC. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise firm serving a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment approach combining passive and active management, supported by an internal Investment Committee and multiple program offerings.

David Cohn is a CFP® with 24 years of industry experience, currently serving as a financial advisor at Steward Partners Investment Advisory, LLC. His prior roles include positions at Raymond James & Associates and Wells Fargo Advisors. Outside of his advisory work, he is a partner in investment-related businesses, including Cabo Luxury Rentals and Lorenzo Einstein LLC. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in assets. The firm serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations with a range of investment advisory and financial planning services.

Matthew Ure is a financial advisor at AE Wealth Management, LLC with 10 years of industry experience. He holds Series 66 and Series 63 licenses and has worked with Defense Retirement Systems, Anthony Capital LLC, and AE Wealth Management. Outside of his advisory role, he manages a family farm involved in agricultural product trading. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base including individuals, corporations, trusts, and ERISA plan sponsors. The firm emphasizes standardized model portfolios and discretionary asset management, serving over 127,000 clients through a platform-focused approach.

Kaley Morgan is a financial advisor with SPC in San Antonio, TX, holding a Series 66 designation and three years of industry experience. She has been with SPC and Parkland Securities, LLC since 2023. In addition to her advisory role, she conducts retirement seminars for U.S. federal government employees and provides holistic retirement and financial services including life insurance and fixed products. SPC serves a diverse client base including individual investors, charitable organizations, corporations, and employer-sponsored retirement plans. The firm offers portfolio management, financial planning, and ERISA-related retirement services through a large network of advisers, employing discretionary management strategies alongside nondiscretionary and direct-at-fund options.

Valerie Beabout is a financial advisor at Steward Partners Investment Advisory, LLC with 22 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Raymond James & Associates and Wells Fargo Advisors. She also serves as an uncompensated trustee for a family trust. Steward Partners Investment Advisory, LLC is a national SEC-registered RIA managing approximately $36.7 billion in assets, serving individuals, pension plans, corporations, and charitable organizations with a range of investment advisory and financial planning services.

Brad Thompson is a financial advisor with SPC in San Antonio, TX, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with SPC and Sigma Financial Corporation since 2012. Outside of advisory work, he serves as executor and trustee for his deceased mother’s estate and trust. SPC provides investment management, financial planning, and retirement-plan advisory services to a diverse client base, including individual investors, employer-sponsored plans, charitable organizations, and corporate clients. The firm supports a large advisory network and offers tailored, discretionary investment advice through various account programs and strategic partnerships.

Lance Singletary is a CFP® and ChFC® with 22 years of experience in the financial services industry. He has been with Valic Financial Advisors since 2017 and previously worked at Humana Inc. in 2016. Valic Financial Advisors serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and consulting services through a large network of advisors and utilizes discretionary unified managed accounts with a focus on centralized technology and model solutions.

Sergio Jimenez Gudino is a CFP® professional with 16 years of experience, currently affiliated with Primerica Advisors in San Antonio, TX. His prior roles include positions at Guardian Life Insurance, Park Avenue Securities, Dominion Capital LLC, and New York Life Insurance Company. Outside of his advisory work, he owns and operates Jimenez Wealth Legal Advisors, a law firm specializing in taxation, business, and estate planning, and manages a consulting entity supporting legal services in Mexico. Primerica Advisors serves a broad retail client base, including individual and high-net-worth investors, offering both brokerage and advisory services. The firm employs a range of investment strategies through proprietary models, third-party managers, and digital advice solutions, supporting discretionary and non-discretionary accounts with diverse investment options.

George Turnage III is a financial advisor with GWN Securities Inc., holding Series 63, 65, and 66 licenses and 10 years of industry experience. Prior to joining GWN Securities in 2020, he worked at Walmart in various roles from 2015 to 2020. Outside of his advisory work, he is a partner in Brotherhood Comics, a retail business with online sales. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through discretionary managed accounts, financial planning, and access to third-party sub-advisers. The firm operates a large network of advisors and offers a range of managed-account programs and model portfolios, including legacy market-timing and momentum-based strategies.