William Alford is a financial advisor at Titleist Asset Management, LLC with nine years of industry experience. He holds a Series 66 designation and has previously worked at firms including World Investment Advisors, Fidelity Investments, and JP Morgan Securities. Outside of his advisory role, he is involved in insurance sales through Bill Alford Insurance Services. Titleist Asset Management provides investment management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, employee plans, and charitable organizations. The firm uses a Rules Based Investing Total Return System and offers customized portfolios overseen by an investment committee, integrating a range of strategies and access to affiliated brokerage and insurance services.

Evert Chung is a financial advisor at Tucker Asset Management LLC with one year of industry experience. He holds a Series 65 credential and previously served 21 years in the US Army. His background includes roles at Family First Life and World Financial Group. Tucker Asset Management serves individual and high-net-worth clients as well as foundations, trusts, estates, and charitable organizations, offering discretionary investment management, financial planning, and retirement plan advisory through a network of investment adviser representatives. The firm employs a top-down macroeconomic asset-allocation approach and integrates alternative investments, including private and non-liquid strategies.

Gregory Rivas is a financial advisor with Navy Federal Investment Services, LLC, holding Series 63, 65, and 66 licenses and bringing 24 years of industry experience. His prior roles include positions at Charles Schwab and USAA Financial Advisors. Navy Federal Investment Services primarily serves members of Navy Federal Credit Union along with individual, trust, and institutional clients, offering financial planning, retirement-plan fiduciary services, and portfolio management through both advisory programs and brokerage channels. The firm uses third-party portfolio managers accessed via the Envestnet platform and provides overlay services and a Private Wealth Consulting program for high-net-worth clients.

Willis Fawcett IV is a financial advisor at Titleist Asset Management, LLC with nine years of industry experience. He has held roles at Titleist Capital, MML Investors Services, and Joe W. Fly Company. Outside of his advisory work, he is the owner of Vista Entera Consulting, LLC, a consulting services firm. 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 customizes portfolios to client objectives using a range of allocation strategies and employs a rules-based investing system supplemented by various investment products and affiliated services.

Lawrence Conti Jr. is affiliated with Gradient Advisors, LLC and holds Series 63 and Series 65 designations. He has over two decades of experience in the industry, including roles at Conti & Conti LLC and Gallucci & Conti Insurance Services, Inc. since 2001. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to a diverse range of clients, including individuals, retirement plans, trusts, estates, charitable organizations, and corporations. The firm operates primarily through third-party money managers and investment advisor representatives, employing a largely non-discretionary model that incorporates fundamental, technical, and cyclical analysis.

Mark Hogan is a CFP® with 38 years of industry experience, currently serving at Snowden Capital Advisors LLC since 2018. He previously held roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory work, Hogan serves as Chairman of the Executive Board for the Southern Baptist of Texas Convention, Chair of the Board for Encourage Global, and is a member of the Board of Directors for Prescient, a medical services company focused on DNA and gene splitting patents. Snowden Capital Advisors LLC serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and institutional clients, offering discretionary and non-discretionary portfolio management, investment consulting, and financial and estate planning. The firm combines multi-team scale with institutional capabilities and a broad use of third-party managers and global custodian platforms.

Emanuel Gonzalez is a CFP®-designated financial advisor at SageSpring Wealth Partners with 14 years of industry experience. His prior work includes roles at Raymond James Financial Services and Le-Vel. Gonzalez leads his own wealth management teams operating under Southwestern Investment Group. SageSpring Wealth Partners serves a diverse client base ranging from individual households to institutional and plan sponsors. The firm offers tailored investment management and consulting services, combining fundamental and technical analysis, and access to third-party managers and platform programs.

Jeannie Wallace is a financial advisor with Kovack Advisors, Inc. in Boerne, TX, holding Series 63 and Series 66 licenses and over 23 years of industry experience. She has worked with firms including Cetera and has maintained her own financial services business, Wallace Wealth Management, since 2008. Kovack Advisors, Inc. is a multi-team registered investment adviser with approximately 260 advisors and over $6 billion in client assets, serving individuals, institutional clients, and government entities. The firm uses an Envestnet-supported workflow to tailor portfolio management and offers a combination of model-based and advisor-managed solutions across multiple custodians.

Nicholas Rodriguez is a CFP® professional with two years of industry experience. He currently works at Merit Financial Advisors in San Antonio, TX, and has previously been employed at several firms including Purshe Kaplan Sterling Investments and Commonwealth Financial Network. Outside of financial advising, he operates a pressure washing business. Merit Financial Advisors is a multi-team registered investment adviser with over 260 advisors serving more than 20,000 clients across 66 offices. The firm offers coordinated wealth-management services and employs a long-term, diversified investment approach overseen by an internal Investment Management team and Investment Committee.

Lara Sterns is a financial advisor at Snowden Capital Advisors LLC with 38 years of industry experience. She holds a Series 63 designation and has previously worked at Snowden Lane Partners, Wells Fargo Clearing, and Wells Fargo Advisors LLC. Based in San Antonio, TX, she has worked in the financial services industry since 1986. 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, third-party manager selection, and financial and estate planning, utilizing a range of investment tools and programs while maintaining oversight of both internal and external assets.

Camden Elliott is a financial advisor at Titleist Asset Management, LLC with one year of industry experience. He holds a Series 65 designation and has worked at several organizations including Badlands Big Sticks and the University of Houston Athletic Department. Elliott is also involved with Vision Based Planning LLC as an associate advisor. Titleist Asset Management provides investment management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, employee plans, charitable organizations, and businesses. The firm employs a Rules Based Investing Total Return System and offers a range of portfolio strategies overseen by an investment committee.

Christopher Bingham is a financial advisor at Advisory Services Network with 25 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Charles Schwab Bank and Charles Schwab & Co., Inc. since 2000. Bingham also works as an independent insurance agent offering products through unaffiliated insurance companies. Advisory Services Network serves individuals, families, corporations, charitable organizations, and employer retirement plans. The firm’s network of independent advisers provides portfolio management, financial planning, investment and retirement-plan consulting, and third-party manager selection, overseeing approximately $8.6 billion in client assets.

Frank Bullinger Jr. is a financial advisor with Titleist Asset Management, LLC in San Antonio, TX, holding Series 63 and Series 66 credentials and 25 years of industry experience. He previously worked at Edward Jones for 19 years and Prospera Financial Services Inc. for 5 years. Outside of his advisory role, Mr. Bullinger serves on the boards of several nonprofit organizations, including St. Michaels Cemetery Association, Clay County Outreach, and Our Lady Queen of Peace Catholic Church. Titleist Asset Management provides investment management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, qualified employee plans, charitable organizations, and businesses. The firm customizes portfolios based on client objectives and employs a rules-based investing system overseen by an investment committee.

Melvin Mccullough is a financial advisor with Cary Street Partners, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Cary Street Partners since 2014. Outside of advising, he serves as president of McCasey, LLC, a non-investment-related business in San Antonio, TX. Cary Street Partners provides discretionary and non-discretionary wealth management and advisory services to a diverse client base, including individuals, charitable organizations, corporations, and retirement plans. The firm offers portfolio management, financial and retirement planning, and access to alternative investments, utilizing both third-party and proprietary strategies across a range of asset classes.

Jason Madero is a financial advisor at Wealth Watch Advisors, Inc with nine years of industry experience. He previously worked at New York Life Insurance Company and NYLIFE Securities LLC from 2014 to 2022. Outside of his advisory role, he is an investor in Cavalry Air Care, a business focused on HVAC and indoor air quality services. Wealth Watch Advisors serves a wide range of clients including individuals, pension plans, trusts, and financial institutions. The firm utilizes a variety of investment strategies through third-party model managers and provides both portfolio management and financial planning services.

Katrena Shipp is a financial advisor at Maridea Wealth Management with 17 years of industry experience. She holds the Series 66 designation and has previously worked at Morgan Stanley, TIAA-CREF, and Advice and Planning Services. In addition to her advisory role, she is a licensed insurance agent with Maridea Insurance Company, where she dedicates a portion of her time to insurance sales and implementation. Maridea Wealth Management serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, offering discretionary investment management, financial planning, and business-oriented services including outsourced CFO support. The firm operates as a fiduciary, employing a long-term portfolio construction approach that incorporates fundamental analysis and modern portfolio theory, and maintains continuous account monitoring with formal annual reviews.

Scott Rader is a financial advisor at Dynamic with 15 years of industry experience. He holds a Series 66 designation and previously worked at Oxford Asset Management LLC before joining Dynamic in 2018. Outside of his advisory role, Mr. Rader is a certified Ridercoach in Texas, conducting motorcycle safety and licensing courses, and serves as a consultant to a manufacturing facility. Dynamic serves a diverse client base including individuals, trusts, charitable organizations, and other registered investment advisers. The firm offers portfolio management, financial planning, retirement services, and practice-support, with a focus on client-specific portfolio construction and notable support for other advisers through technology, compliance, and research services.

James Sanders is a financial advisor at Wealth Watch Advisors, Inc. based in San Antonio, TX, holding a Series 66 designation with nine years of industry experience. His prior experience includes seven years at Edward Jones. In addition to advisory services, he is a licensed insurance agent offering life insurance and annuities. Wealth Watch Advisors serves a diverse client base, including individuals, pension plans, trusts, charitable organizations, corporations, and other registered investment advisers. The firm employs a range of investment strategies vetted by its Investment Committee, utilizing third-party model managers and offering access to approved alternative private placements for accredited investors.

Christopher Powers is a CFP® professional with 25 years of industry experience. He is currently with Merit Financial Advisors and Purshe Kaplan Sterling and has previously worked at Global Wealth Advisors, Empower Wealth Advisors, and Commonwealth Financial Network. Powers serves as the Board Chairman of Real4Christ Ministries, a nonprofit organization in San Antonio. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion for a diverse client base including individuals, businesses, retirement plan sponsors, and charitable organizations. The firm employs a long-term, diversified investment approach with customizable model portfolios overseen by a central Investment Management team and Investment Committee.

James Bullock is a financial advisor with Snowden Capital Advisors LLC in San Antonio, TX, holding Series 63 and Series 65 licenses and four years of industry experience. His prior roles include positions at Morgan Stanley and Fidelity Investments. Outside of his advisory work, he is the sole proprietor of Burn and Bull LLC, a property management business based in Park City, Utah. Snowden Capital Advisors serves a diverse client base including high-net-worth individuals, family offices, foundations, pension plans, and institutional clients. The firm offers a range of portfolio management, investment consulting, and financial planning services, leveraging multi-team scale and institutional capabilities with a focus on customized model portfolios and third-party manager oversight.