Maria Valencia is a financial advisor with Titleist Asset Management, LLC who holds a Series 66 designation and has 22 years of industry experience. Her prior roles include positions at Titleist Capital, LLC, Investment Professionals, Inc., and Ameriprise. She serves as a board member and Treasurer for LIFEGIFT, a nonprofit organ procurement organization in Texas. Titleist Asset Management, LLC provides investment advice to individuals, trusts, estates, charitable organizations, and corporate retirement plans. The firm offers discretionary portfolio management and financial planning services using a rules-based Total Return framework, with customized investment programs overseen by an investment committee.

Jeromy White is a financial advisor with Titleist Asset Management, LLC, holding a Series 66 designation and bringing 22 years of industry experience. His prior roles include positions at Ameriprise and Investment Professionals, Inc. He also operates Blum and White Wealth Management, LLC. Titleist Asset Management, LLC provides investment advice to individuals, trusts, estates, charitable organizations, and corporate retirement plans, offering customized portfolio management and financial planning services. The firm employs a rules-based Total Return framework and manages various portfolio strategies overseen by an investment committee.

Christopher Rawson is a CFP® with 24 years of industry experience. He is currently with Titleist Asset Management, LLC and has previously worked at Titleist Capital, LLC, Investment Professionals, Inc., and Ameriprise. Outside of his advisory role, he holds a shareholder position in a family-owned fitness club. Titleist Asset Management, LLC provides investment advice to individuals, trusts, estates, charitable organizations, and corporate retirement plans. The firm offers customized portfolio management and financial planning services, employing a rules-based Total Return framework and oversight by an investment committee.

Chase O'Banion is a financial advisor at Titleist Asset Management, LLC with one year of industry experience. He holds a Series 66 designation and previously worked at Fidelity Investments. O'Banion also holds life and health insurance licenses. Titleist Asset Management, LLC provides investment advice to individuals, trusts, estates, charitable organizations, and corporate retirement plans through customized portfolio strategies overseen by an investment committee. The firm offers discretionary portfolio management, financial planning, retirement plan consulting, and tax and accounting services through an affiliate.

Thomas Moore is a CFP® professional with four years of industry experience, currently serving at Titleist Asset Management, LLC. His prior experience includes roles at Secure Financial Management and Cetera, among others. He is based in San Antonio, TX. Titleist Asset Management, LLC provides investment advice to individuals, trusts, estates, charitable organizations, and corporate retirement plans, offering customized portfolio strategies overseen by an investment committee. The firm employs a rules-based Total Return framework and provides discretionary management, financial planning, and retirement plan consulting services.

Leah Eller is a CFP® with 27 years of industry experience, currently serving at Snowden Capital Advisors LLC. She has worked at Snowden Lane Partners since 2018 and has prior experience with Wells Fargo Clearing and Morgan Stanley. Snowden Capital Advisors serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and other institutional clients, offering a range of portfolio management, investment consulting, and financial planning services. The firm combines multi-team scale with institutional capabilities, utilizing customized model portfolios and a variety of investment tools while maintaining oversight of third-party managers.

Richard Ure is a financial advisor with Gradient Securities, LLC in San Antonio, TX, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He has worked at Gradient Securities since 2019, with prior roles at LPL Financial and National Planning Corporation. Outside of advising, Ure owns a woodworking and agricultural products business that raises and sells livestock and cedar hardwood products. Gradient Securities, LLC (doing business as Gradient Wealth Management) provides financial planning, consulting, non-discretionary asset management, and ERISA 3(21) retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension plans, trusts, and business entities. The firm emphasizes a non-discretionary investment model that incorporates fundamental, technical, and cyclical analysis and often utilizes third-party managers while providing ongoing monitoring and 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 with TLG Advisors, Inc. in Fair Oaks Ranch, TX, holding Series 63 and Series 65 licenses and 17 years of industry experience. His career includes roles at Lincoln Financial Securities Corporation and Intercontinental Wealth Advisors, LLC. He is also involved in business development as an insurance agent with multiple entities, including Global Succession Planning, LLC and IPA Strategies. TLG Advisors serves a diverse client base, providing investment supervisory services, portfolio management, comprehensive financial planning, and fiduciary services for ERISA-qualified retirement plans. The firm’s investment process emphasizes manager selection and monitoring, utilizing fundamental analysis and Modern Portfolio Theory to create diversified portfolios, and offers a direct-to-consumer digital program called Starlight Portfolios.

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® professional with 24 years of industry experience, currently affiliated with Steward Partners Investment Advisory, LLC. His prior roles include positions at Raymond James & Associates, Wells Fargo Clearing, and Prudential Equity Group, LLC. Outside of his advisory work, he is involved in joint investment decision-making through Lorenzo Einstein LLC and participates in fractional real estate ownership rentals with Cabo Luxury Rentals. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in regulatory assets. The firm serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, offering a range of investment advisory, financial planning, and managed account services.

Matthew Ure is a financial advisor with AE Wealth Management, LLC, holding Series 66 and Series 63 credentials and 10 years of industry experience. His work history includes roles at Defense Retirement Systems, LLC and Anthony Capital LLC. Outside of advising, he manages Ure Family Farms, engaging in agricultural product trading. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting for individual households, corporations, trusts, and ERISA plan sponsors. The firm employs discretionary model portfolios and offers extensive model-based and sub-advisory services to a broad client base.

Kaley Morgan is a financial advisor at SPC with four years of industry experience and holds a Series 66 designation. She has worked at SPC and Parkland Securities, LLC since 2023. In addition to her advisory role, she conducts retirement seminars for U.S. federal employees and provides holistic retirement and financial services, including life insurance and fixed products. SPC delivers 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 operates a large advisory network serving over 30,000 clients and offers tailored, discretionary investment advice through various account programs.

Carlos Chavira is a financial advisor with Principal Financial Services in San Antonio, TX. He holds the Series 66 designation and has recently begun his career in the industry. His prior work experience includes roles at Thrivent Financial and Farmers, among others. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, and charitable organizations. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

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 Clearing. She serves as an uncompensated trustee for a family trust. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in assets. The firm serves individuals, including high-net-worth clients, as well as pension plans, corporations, trusts, estates, and charitable organizations, offering a range of portfolio management 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 financial advisor with Valic Financial Advisors, holding the CFP® and ChFC® designations, along with Series 65 and Series 63 licenses. He has 22 years of industry experience, including 11 years at USAA Financial Planning Services and nine years with Valic Financial Advisors. Valic Financial Advisors serves primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants, providing portfolio management, financial planning, and consulting services through a large network of advisors. The firm utilizes discretionary unified managed accounts with Envestnet’s platform and offers tax-aware and ESG overlay services.

Sergio Jimenez Gudino is a CFP®-certified financial advisor with 17 years of industry experience. He is currently affiliated with Guardian Life and Park Avenue Securities, having worked previously at firms including Dominion Capital LLC and Eagle Strategies. In addition to his financial advisory roles, he is actively involved in legal practice through ownership of law firms focusing on taxation, business, and estate planning. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers tailored client solutions combining advisor-led discretionary management with model-based strategies and access to proprietary and third-party platforms.

George Turnage III is a financial advisor at GWN Securities Inc. with 10 years of industry experience. He holds Series 63, Series 65, and Series 66 credentials. Prior to joining GWN Securities in 2020, he worked at Walmart and Legend Advisory, LLC. Outside of his advisory role, he is a partner in Brotherhood Comics, a retail business with online sales. GWN Securities provides investment advisory services to individual and corporate clients through managed account programs, financial planning, and third-party manager selection. The firm uses a combination of affiliated and unaffiliated sub-advisers and implements portfolios based on asset allocation and Modern Portfolio Theory, incorporating market-timing and momentum-based strategies in certain legacy programs.