Ronald Zunker Jr. is a Series 66 licensed advisor with seven years of industry experience, currently working at PAX Financial Group since 2022. He previously worked at Equitable Advisors and Axa Advisors, and has experience as a self-employed professional and with Clean Air and Water, LLC. Outside of his advisory role, he participates in community organizations including the Rotary Club of Fair Oaks Ranch and serves as Treasurer on the Greater Boerne Chamber of Commerce executive committee as well as for the Kendall County Women's Shelter. PAX Financial Group serves individuals, high-net-worth clients, small businesses, and corporations with services including portfolio management, retirement plan consulting, and business exit planning. The firm uses a team-based investment approach guided by an Investment Committee that applies traditional academic frameworks and incorporates values-based ETF selections along with hedging and income strategies when appropriate.

Meghan Tapia is a financial advisor at PAX Financial Group with 10 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at AllianceBernstein and Renaissance Wealth Management Group of Texas. Outside of her financial advisory role, Tapia owns and operates Willow Tree Builders, a representation and marketing business. PAX Financial Group provides advisory services to individuals, high-net-worth clients, small businesses, corporations, and their retirement plans. The firm employs a team-based investment approach guided by an Investment Committee, utilizing traditional academic frameworks and values-based ETF selections to build diversified, long-term portfolios.

Michael Olivarez is a financial advisor at Reliance Wealth Management in San Antonio, TX, holding a Series 65 designation with one year of industry experience. His prior work includes three years at Goodstein Wealth Management, LLC, and a recent transition to Reliance Financial Partners. Reliance Wealth Management serves individuals—including high-net-worth clients—as well as foundations, trusts, estates, corporations, and charitable organizations, providing discretionary investment management combined with integrated and stand-alone financial planning. The firm applies a top-down, macro-environmental investment approach emphasizing tactical asset allocation across a broad range of investment vehicles, including alternative and digital-currency-related products.

Gracelyn Snider is a financial advisor at S Harris Financial Group, LLC in San Antonio, TX, holding a Series 65 designation with one year of industry experience. Prior to joining the firm, she was a student at Texas A&M University for four years and had no professional experience in the financial industry before that. S Harris Financial Group is an SEC-registered advisory firm that serves individual and high-net-worth clients as well as retirement plans. The firm offers discretionary investment management and comprehensive wealth management with an investment approach that combines fundamental and technical analysis, emphasizing client education and ongoing personal contact.

Gayle Rodriguez is a Series 65 licensed financial advisor with eight years of industry experience. She has worked at Broadway Wealth Solutions since 2025 and previously held roles at Financial Engines Advisors L.L.C. and Edelman Financial Engines from 2015 to 2025. Broadway Wealth Solutions serves individual and retirement investors, including high-net-worth clients, by providing fee-based discretionary portfolio management, integrated financial planning, and retirement rollover guidance. The firm employs a strategic asset allocation approach with tactical adjustments and operates as a bank-owned subsidiary with ties to a trust company and Broadway National Bank.

Jacob Campbell is a CFP® with four years of industry experience, currently serving at PAX Financial Group. Before joining PAX Financial Group in 2022, he worked for eight years at Bluebonnet Chrysler Dodge. He is also a board member of the Animal Defense League. PAX Financial Group provides advisory services to individuals, high-net-worth clients, small businesses, corporations, and their retirement plans. The firm employs a team-based investment approach guided by an Investment Committee and integrates traditional academic frameworks alongside values-based ETF selections and tailored strategies such as covered-call writing.

Robert Mc Gregor is a financial advisor at Martin Capital Advisors, LLP with two years of industry experience. He holds a Series 65 designation. Prior to entering the financial advisory field, his work history includes roles at Chick-Fil-A and Uber Eats. Martin Capital Advisors, LLP manages investment portfolios for high-net-worth individuals, trusts, estates, charitable organizations, and business clients. The firm employs a long-term, asset-allocation-driven approach, offering various portfolio types and options-based hedging within separately managed accounts, along with formalized performance reporting.

Christopher Allison is a CFP® with 33 years of experience in the financial services industry. He has been with M. E. Allison & Co., Inc. since 1992. Outside of advisory work, he manages property management and accounting services for family-owned real estate and serves as managing partner for a property investment in South Padre Island. M. E. Allison & Co., Inc. serves individuals, trusts and estates, bank trust departments, corporations, and retirement plans, offering discretionary and non-discretionary portfolio management, financial planning, and 401(k) consulting. The firm uses a combination of in-house models and third-party sub-advisers to implement client portfolios, employing various strategies including option writing and sector ETF weightings.

Jennifer Wall is a financial advisor at PAX Financial Group in San Antonio, TX, with eight years of industry experience. She holds Series 63 and Series 65 licenses and has worked at PAX Financial Group since 2015, including a two-year tenure at LPL Financial. Wall serves as a board member for the Children's Bereavement Center of South Texas. PAX Financial Group provides advisory services to individuals, high-net-worth clients, small businesses, corporations, and their retirement plans. The firm uses a team-based investment approach grounded in traditional academic frameworks and offers portfolio management, retirement plan consulting, financial planning, and business exit planning services.

Alejandro Ireta is a CFP® with 14 years of industry experience and is currently an advisor at SWBC Investment Company in San Antonio, TX. He has worked at SWBC since 2020 and previously held roles at PAX Financial Group, LLC, and 360 Wealth Management. SWBC Investment Company provides investment advisory and financial planning services to individuals—including high-net-worth clients—as well as institutional clients. The firm manages approximately $256 million in discretionary assets and offers portfolio management, financial planning, and a wrap fee program through a team of 15 advisors.

Thomas Sherwood is a financial advisor with SWBC Investment Company in San Antonio, TX. He holds Series 63, 65, and 66 licenses and has 37 years of industry experience. Prior to joining SWBC in 2026, he worked for Advisors Asset Management, Inc. for 21 years. SWBC Investment Company provides investment advisory services to individuals, banking and thrift institutions, charities, and pooled investment vehicles. The firm employs a multi-team approach using internal portfolio teams and third-party managers, offering discretionary portfolio management, financial planning, and private fund management with a focus on value-add real estate investments and private placements.

Laura Simpson is a CFP® with 17 years of industry experience, currently serving at PAX Financial Group since 2016. She previously worked at LPL Financial from 2014 to 2017. Outside of her advisory role, she is a board member of the Henderson County Rescue Mission, a nonprofit organization focused on providing spiritual and physical support to those in need. PAX Financial Group provides advisory services to individuals, high-net-worth clients, small businesses, and corporations, including portfolio management, retirement plan consulting, financial planning, and business exit planning. The firm employs a team-based investment approach overseen by an Investment Committee, utilizing traditional academic frameworks and values-based ETF selections to construct diversified portfolios.

Enzo Pellegrino is a CFP®-certified financial advisor with 24 years of industry experience, currently serving at TLWM Financial in San Antonio, TX. He has been with Texas Legacy Wealth Management since 2011 and has a longstanding affiliation with LPL Financial dating back to 2005. Outside of his advisory role, he is involved in managing Pellegrino Ranch, a non-investment business entity. TLWM Financial provides asset management, financial planning, and consulting services to individuals, trusts, estates, and business entities, including high-net-worth clients. The firm employs discretionary portfolio management using a range of investment vehicles and proprietary strategies, with an emphasis on continuous supervision and quarterly portfolio reviews.

Preston Vaught is a financial advisor at TLWM Financial in San Antonio, TX, holding a Series 66 designation and bringing 11 years of industry experience. His prior work includes roles at S Harris Financial Group, Raymond James Financial Services, and Edward Jones. TLWM Financial offers discretionary asset management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, and business entities. The firm provides customized portfolios with ongoing supervision and employs both fundamental and technical analysis in its investment approach.

Stephanie Krueger is a financial advisor at Martin Capital Advisors, LLP with 17 years of industry experience. She holds Series 63 and Series 65 licenses and has been involved with the Christus Santa Rosa Friends Foundation since 2011. Martin Capital Advisors manages portfolios for high-net-worth individuals, trusts, estates, charitable organizations, and businesses, offering discretionary portfolio management combined with financial planning at no additional fee. The firm emphasizes long-term returns through asset allocation and uses both active and passive strategies, including options-based hedging in select portfolios.

Paul Figueroa is a financial advisor at Broadway Wealth Solutions with a Series 65 credential and three years of industry experience. Prior to joining Broadway Wealth Solutions in 2022, he worked at Broadway National Bank from 2019 to 2022, and has additional experience at Best Buy and Diamond Concession. Broadway Wealth Solutions offers discretionary and non-discretionary investment management and integrated financial planning to individuals, retirement investors, trusts, estates, charitable organizations, and businesses. The firm employs a strategic asset allocation approach with tactical adjustments, managing customized portfolios and providing specialized strategies such as direct indexing.

Robert Bowerman is a CFP® with 22 years of experience in the financial services industry. He is currently with TLWM Financial and has previously worked at LPL Financial, LLC. TLWM Financial provides asset management, financial planning, and consulting services to individuals, trusts, estates, and business entities. The firm offers discretionary portfolio management using a range of securities and proprietary strategies, emphasizing continuous supervision and regular portfolio reviews.

Dana Dunkelberger is a financial advisor with Reliance Wealth Management in San Antonio, TX, holding a Series 65 designation and five years of industry experience. Prior to joining Reliance Wealth Management in 2024, Dunkelberger worked at Coppell Advisory Solutions LLC, Visionary Wealth Management, LLC, and Gibbs Wealth Management, LLC. He is also the owner and lead sales agent for fixed-indexed annuity and indexed universal life insurance sales through Reliance Financial Partners. Reliance Wealth Management serves individuals, including high-net-worth clients, as well as foundations, trusts, estates, corporations, and charitable organizations, offering discretionary investment management and financial planning. The firm employs a top-down, macro-environmental investment approach focused on tactical asset allocation across a diverse range of investment vehicles.

Khristene Cano is a financial advisor at Broadway Wealth Solutions with 16 years of industry experience. She holds the Series 66 designation and has worked at firms including BBVA Wealth Solutions Inc., BBVA Securities Inc., Chase Investment Services Corp., and Wamu Investments, Inc. Since 2024, she has served as a board member of Avance, a nonprofit organization. Broadway Wealth Solutions provides discretionary and non-discretionary investment management and integrated financial planning to individuals, retirement investors, trusts, estates, charitable organizations, and businesses. The firm employs a strategic asset allocation approach with tactical adjustments and manages customized portfolios using a mix of mutual funds, individual securities, and cash positions.

Rachel Gurinsky is a financial advisor at Wela Financial Advisory with six years of industry experience. She holds Series 66, Series 65, and Series 63 licenses and has worked at several firms, including JPMorgan Chase Bank and PURSHE KAPLAN STERLING INVESTMENTS. Wela Financial Advisory is a fee-only registered investment adviser serving individual investors and businesses with discretionary portfolio management, financial planning, and investment consulting. The firm employs a multi-fund-manager approach, combining fundamental and technical analysis to manage and rebalance portfolios with an emphasis on institutional manager selection beyond recent performance.