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.

Jason Hurta is a financial advisor with Fulcrum Wealth Management in New Braunfels, TX, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked with Fulcrum Equity Management, LLC dba Providence Wealth Management since 2019 and previously with Securities America Advisors, Inc. and Securities America, Inc. Additionally, he offers accident and disability insurance through Aflac as a supplemental service to his advisory work. Fulcrum Equity Management, LLC provides discretionary portfolio management, financial planning, and consulting to individuals, employee benefit plans, and registered investment advisers. The firm employs a range of investment strategies including fundamental and technical analysis, ETFs, mutual funds, and direct indexing, and serves as both a wrap-fee program sponsor and sub-advisor to other investment advisers.

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.

Khristene Cano is a financial advisor at Broadway Wealth Solutions with 15 years of industry experience. She holds the Series 66 designation and has worked at Broadway Wealth Solutions since 2018, following five years at BBVA Wealth Solutions Inc. and BBVA Securities Inc. Since 2024, she has served on the board of directors for the nonprofit organization Avance. 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’s investment approach emphasizes strategic asset allocation with tactical adjustments and incorporates fundamental, technical, and cyclical analysis.

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.

Charles Allison is a CFP® professional with 23 years of industry experience, currently serving as an advisor at M. E. Allison & Co., Inc. He has worked at Sol Schwartz & Associates and M. E. Allison & Co., Inc. since 2005. Outside of his advisory role, he is a certified public accountant preparing tax returns and serves as a board member of Sol Schwartz & Associates, P.C., a non-investment related business. M. E. Allison & Co., Inc. serves individuals, trusts and estates, bank trust departments, corporations, and retirement plans, offering portfolio management, financial planning, and 401(k) consulting. The firm employs a range of investment strategies, including in-house models and third-party sub-advisers, and manages approximately $287 million in client assets with a team of ten advisors.

Christian Escamilla is a financial advisor with Broadway Wealth Solutions in San Antonio, TX, holding Series 63 and Series 65 licenses and 22 years of industry experience. He has worked at Broadway Bank since 2020, serving as EVP of Wealth Management and Private Bank Integration Executive, and has prior experience with Bank of America U.S. Trust and BBVA. Broadway Wealth Solutions offers discretionary and non-discretionary investment management and integrated financial planning to individuals, trusts, estates, charitable organizations, and businesses. The firm utilizes a strategic asset allocation approach supported by its affiliated Investment Management Group and provides specialized services such as direct indexing and rollover guidance.

Michael Petter is a ChFC® with 25 years of experience in the financial advisory industry. He is currently with Westpark Wealth Advisors, Inc. and has previously worked at Calton & Associates, Inc. and IMS Financial Advisors. Outside his advisory roles, he manages a 600-acre ranch near San Antonio and operates a financial planning business that coordinates with attorneys and accountants. Westpark Wealth Advisors provides investment advisory and financial planning services to individuals, including high-net-worth clients, as well as trusts, estates, pension plans, and business entities. The firm employs a variety of investment strategies and often manages client assets on a non-discretionary basis, requiring client approval for trades.

Thomas Wright is a financial advisor at Broadway Wealth Solutions with 9 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at USAA Financial Advisors, Inc., and USAA Investment Management Company. Wright is actively involved in the Financial Planning Association of San Antonio, where he serves as Director of Partnerships, Treasurer, and President-Elect. 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 offers specialized services such as direct indexing through affiliated sub-advisors.

Brett Walker is a financial advisor with SWBC Investment Company in San Antonio, TX, holding Series 63 and Series 66 licenses and possessing 22 years of industry experience. He has been with SWBC Investment Services since 2008. SWBC Investment Company provides investment advisory and financial planning services to individuals, including high-net-worth clients, as well as various institutional clients. The firm manages approximately $256 million in discretionary assets through a team of advisors and offers portfolio management, financial planning, and wrap fee programs.

Harry Parker is a CFA® charterholder with 19 years of industry experience. He has worked at M.E. Allison & Co., Inc. since 2022 and previously spent over three decades at Frost Bank and its affiliated brokerage services. Parker serves as treasurer for the Parker Foundation, a small family foundation, and is a co-owner of Old Meadow Gate Farm in Fredericksburg, Texas. M.E. Allison & Co., Inc. serves individuals, trusts and estates, bank trust departments, corporations, and retirement plans with portfolio management, financial planning, and 401(k) consulting. The firm employs a combination of in-house and third-party strategies and conducts regular account reviews using technical, charting, and fundamental analysis.

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.

Rodolfo Choperena is a financial advisor with Sovereign Wealth Advisors LLC in San Antonio, TX, holding Series 63 and Series 65 licenses with 34 years of industry experience. His prior work includes roles at Morgan Stanley Smith Barney and Morgan Stanley Private Bank from 2009 to 2023, and he has been with LPL Financial since 2023. Sovereign Wealth Advisors LLC provides investment advisory and financial planning services to individuals, trusts, retirement plans, and other entities. The firm manages diversified portfolios using a combination of analytical methods and offers comprehensive portfolio management, financial planning, and retirement consulting, serving clients through both direct management and sponsored programs.

Debra Wilkens is a CFA® charterholder with six years of industry experience, currently serving as a financial advisor at Private Wealth Asset Management since 2021. She previously worked at Wells Fargo Bank, NA for 13 years and Wells Fargo Clearing Services, LLC for one year. Private Wealth Asset Management provides advisory services to individuals, family offices, trusts, philanthropic organizations, business entities, and retirement plans. The firm manages approximately $1.85 billion in discretionary assets and employs a strategic asset allocation approach supplemented by tactical adjustments based on a range of analytical methods.

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.