Brandon La Valley is a financial advisor at Targeted Wealth Solutions in New Braunfels, TX, with 10 years of industry experience. He holds a Series 65 designation and has served in the United States Air Force and Air Force Reserve since 1999, currently working as a pilot. La Valley also works as a residential mortgage loan originator with Stratec LLC dba Trailhead Mortgage. Targeted Wealth Solutions serves individual and high-net-worth clients, as well as retirement plans, foundations, and charitable organizations. The firm provides comprehensive financial planning and portfolio management, using a Modern Portfolio Theory framework supplemented by economic analysis, quantitative models, and factor-driven diversification.

Lindsay Haas is a financial advisor with Oakwell Private Wealth Management in New Braunfels, TX, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. Prior to joining Oakwell, she worked at Ameritas Advisory Services and Ameritas Investment Company, and she has a background that includes over a decade with Mary Kay Cosmetics. Outside of her advisory role, she is active in nonprofit organizations, serving as president of the Rotary Club of New Braunfels and holding board positions with the Braunfels Foundation Trust and the Sophienburg Museum and Archives. Oakwell Private Wealth Management serves individuals, high-net-worth clients, pension and profit-sharing plans, and corporate accounts, providing portfolio management, financial planning, and retirement plan services. The firm employs a disciplined investment approach combining fundamental, technical, and cyclical analysis, and may utilize third-party managers alongside various trading strategies.

Roger Stukkie is a financial advisor at PAX Financial Group in San Antonio, TX, holding the CFP® and ChFC® designations with 16 years of industry experience. Prior to joining PAX Financial Group, he worked at Champion Group, Inc., Pontem LLC, and Waddell & Reed, Inc. He serves as Board Member and Treasurer for Ransomed Life, a nonprofit focused on supporting exploited youth. 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 overseen by an Investment Committee, applying traditional academic frameworks and incorporating values-based investing, along with portfolio management, retirement plan consulting, and business exit planning services.

Kurt Josten is a financial advisor with Alterna Wealth Management, Inc. in San Antonio, TX, holding a Series 66 designation and bringing 27 years of industry experience. He has worked with Actinver Securities, Inc. and Actinver Wealth Management, Inc. since 2009 and 2015, respectively. Alterna Wealth Management provides investment advisory and portfolio management services to individuals, high-net-worth clients, trusts, estates, institutions, and charitable organizations, including a substantial client base outside the United States. The firm employs a disciplined, global approach to asset allocation and diversification, utilizing dynamic models and a combination of quantitative analysis, technical methods, and an in-house trading desk.

Esmond Pabilona is a CFP® with 11 years of experience in the financial industry. He is currently with Wela Financial Advisory in San Antonio, TX, and has previously worked at Purshe Kaplan Sterling Investments, Mercer Global Advisors Inc., and Axa Advisors, LLC. He also serves as an Associate Planner and research assistant at Brent Forrest & Associates, LLC. Wela Financial Advisory is a fee-only registered investment adviser serving individual investors and businesses, including group retirement plans. The firm offers discretionary portfolio management, financial planning memberships, and investment consulting, using a multi-fund-manager approach that emphasizes institutional managers selected for their people, processes, and research.

Mark Kemp is a financial advisor with McNally Financial Services Corporation in Corpus Christi, TX, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with McNally Financial Services Corporation since 2010. Kemp is involved with The Cross of Corpus Christi, a nonprofit group raising funds to build a 200-foot cross, where he assists with financial reporting. McNally Financial Services Corporation provides financial planning and portfolio management primarily to individual clients and small businesses. The firm constructs diversified portfolios using fundamental analysis and manages accounts on both discretionary and non-discretionary bases.

Gina Valorz is a financial advisor with Financial Transparency, holding the PFS™ designation and Series 66 license, and has 25 years of industry experience. She has worked at several firms, including Envision Financial Transparency, Enlighten Finance LLC, and CSSC Brokerage Services, with a longstanding role as managing partner at Steven Bankler, CPA, Ltd. Valorz is an active member of professional organizations such as the AICPA and the San Antonio Hispanic Chamber of Commerce. Financial Transparency provides investment advisory and financial planning services to individuals, families, retirement plans, businesses, and other organizations, using asset allocation strategies based on Modern Portfolio Theory and the Efficient Market Hypothesis. The firm offers multiple portfolio management programs, including customized accounts with options for municipal bonds, socially responsible investing, and tax-loss harvesting.

Juan Andrade Frich is a financial advisor at Alterna Wealth Management, Inc. based in San Antonio, TX, with 11 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Actinver Securities, Inc. and Actinver Wealth Management, Inc. since 2014. Alterna Wealth Management provides investment advisory and portfolio management services to individuals, high-net-worth clients, trusts, estates, institutions, and charitable organizations. The firm employs a disciplined, global approach to asset allocation and diversification, using dynamic models that incorporate quantitative analysis, technical methods, and both affiliated and unaffiliated funds.

Monica Cervantes is a financial advisor at PAX Financial Group in San Antonio, TX, with six years of industry experience. She holds a Series 65 designation and previously worked at Brent Forrest & Associates, L.L.C., Haynie & Co., Darilek Butler & Associates, and DK Partners, PC. Monica serves as a board member of the Financial Planning Association’s San Antonio & South Texas Chapter and is involved with several nonprofit committees, including Guardian House and Transplants for Children. PAX Financial Group provides advisory services to individuals, high-net-worth clients, small businesses, and corporations, offering portfolio management, retirement plan consulting, and financial planning. The firm employs a team-based investment approach grounded in traditional academic frameworks and incorporates values-based ETF selections and various hedging and income strategies.

Joshua Johnson is a financial advisor at Christensen Group Financial, LLC in San Antonio, TX, holding Series 63 and Series 65 licenses with nine years of industry experience. He previously worked at Pensionmark Securities and Pensionmark Financial Group for eight years and has experience with several other firms. Outside of his advisory role, he is involved in insurance sales through Christensen Group Inc. Christensen Group Financial serves individual investors, including high net worth clients, and employer-sponsored retirement plans. The firm offers discretionary portfolio management, financial planning, and retirement plan consulting, using model portfolios and a combination of modern portfolio construction and trend-following strategies tailored to client objectives.

Mitchell Byrum is a CFP® with eight years of industry experience, currently serving as a financial advisor at S Harris Financial Group, LLC in San Antonio, TX. He has previously worked at Raymond James Financial Services Advisors, Inc., and Spirit of Texas Bank. Byrum is also licensed as an insurance agent, providing insurance sales and servicing in addition to his advisory role. 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’s investment approach combines fundamental and technical analysis with a primarily long-term focus, offering comprehensive wealth management, retirement plan advisory, and insurance consulting services.

Paul Martin is a financial advisor with Martin Capital Advisors, LLP in San Antonio, TX, holding 26 years of industry experience. He has been with Martin Capital Advisors since 1989. Outside of his advisory role, he is a general partner in Transformative Technologies, LLC, focusing on investments in startup technologies. Martin Capital Advisors manages portfolios for high-net-worth individuals, trusts, estates, charitable organizations, and businesses, offering discretionary portfolio management along with financial planning at no additional fee. The firm emphasizes long-term returns driven primarily by asset allocation and employs both active and passive strategies, including options-based hedging in select portfolios.

Jelveh Pedraza is a financial advisor at Cavu Wealth Management with 17 years of industry experience. She holds a Series 66 designation and has worked at Cavu Wealth Management since 2020, following five years at Laurel Wealth Advisors. Pedraza also operates as a Private Wealth Advisor and Senior Portfolio Manager under the co-branded DBA Palizban Pedraza Wealth Advisors. Cavu Wealth Management serves individual, retirement plan, charitable, and corporate clients by providing discretionary investment supervisory services, financial planning, and retirement-plan advisory. The firm manages portfolios using asset allocation, fundamental and technical analysis, mutual funds and ETFs, and option strategies, with a multi-office presence and the use of derivatives in separately managed accounts.

Jorge Haddad Mestre is a financial advisor at TLWM Financial in San Antonio, TX, holding a Series 66 designation with eight years of industry experience. He previously worked at AllianceBernstein Investments, Inc. for nine years and spent four years at Trinity University. TLWM Financial provides discretionary asset management, financial planning, and consulting services for individuals, high-net-worth clients, trusts, estates, and business entities. The firm offers tailored portfolios and ongoing supervision using a combination of fundamental and technical analysis, with services delivered through multiple LPL-sponsored programs.

Daniel King is a CFP® with three years of industry experience, currently serving as a financial advisor at S Harris Financial Group, LLC. He previously worked at Raymond James Financial Services in multiple roles and has involvement with Indian Z Stone Ranch, LLC. Outside of his advisory work, he is also active as an insurance agent. S Harris Financial Group is an SEC-registered advisory firm that serves individual, high-net-worth clients, and retirement plans. The firm offers discretionary investment management, comprehensive wealth management, and specialized services such as Certified Divorce Financial Analysis and retirement plan education, combining fundamental and technical analysis in its primarily long-term investment approach.

Stephanie Flores is a financial advisor with SWBC Investment Company in San Antonio, TX, holding Series 63 and Series 65 credentials and 18 years of industry experience. Her prior roles include positions at CitiGroup, Frost Brokerage Services, and USAA Investment Management Company. 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 discretionary portfolios through internal managers, third-party sub-advisers, and model portfolios, and offers customized investment approaches such as ESG screens and client-directed restrictions.

Charles Anderson III is a financial advisor at Verity Investment Partners with 18 years of industry experience. He holds a Series 65 designation and has worked with Verity since 2009. In addition to his advisory role, Anderson serves as an executive chairman for Cityvet, LLC, a veterinary care company, and is a board member at Goodside Health. Verity Investment Partners is a 12-advisor team managing approximately $1.4 billion in assets, offering discretionary investment management, financial planning, and family office consulting to individuals, retirement plans, trusts, estates, charitable organizations, and businesses. The firm emphasizes client suitability with strategies focused on dividend-paying equities and combines institutional custody with distinctive public communications.

Ernesto Aguilar is a financial advisor at Broadway Wealth Solutions with 18 years of industry experience. He holds Series 66 and Series 63 licenses and has worked at firms including J.P. Morgan Securities and BBVA Wealth Solutions. 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 focuses on strategic asset allocation with tactical adjustments and employs customized portfolios that include mutual funds, individual securities, and cash positions.

Jonathon Fitz Simon is a financial advisor with PAX Financial Group in San Antonio, TX, holding a Series 65 designation and four years of industry experience. He has been with PAX Financial Group since 2017 and previously worked at First Responders Moving from 2015 to 2017. 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 overseen by an Investment Committee, utilizing traditional academic frameworks and incorporating values-based ETF selections alongside other strategies such as covered-call writing and limited derivative use.

Kyle Hittle is a financial advisor at SWBC Investment Company with two years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at SWBC Professional Employer Organization and Club Ourense Baloncesto. 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 roughly $256 million in discretionary assets through a team of advisors and offers portfolio management, financial planning, and a wrap fee program.