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.

Douglas Moe is a financial advisor with Teamwork Financial Advisors, LLC in San Antonio, TX, holding Series 63, 65, and 66 licenses and 18 years of industry experience. He has worked at Teamwork Financial Advisors since 2012 and has been involved with Questar Asset Management, Questar Capital Corporation, and Moe and Lytton since 2005 or 2009. Outside of financial advising, he practices law with Moe & Lytton and is a consulting and limited partner in a company providing legal, tax, and consulting services related to industrial materials transportation. Teamwork Financial Advisors serves individual and high-net-worth investors, as well as retirement plans, trusts, estates, and business entities, offering asset management, financial planning, and referrals to third-party money managers. The firm employs a strategic asset-allocation approach with a core-and-satellite structure, combining fundamental, technical, and cyclical analysis, and coordinates with outside advisors including affiliated legal, tax, and insurance professionals.

Jeffrey Wright is a CFP® and ChFC® with 30 years of industry experience. He is currently with Teamwork Financial Advisors, LLC, joining the firm in 2023. His prior experience includes roles at MML Strategic Distributors, Mass Mutual, and Symetra in various capacities. Outside of his financial advisory work, he holds a minority ownership in an internet marketing firm. Teamwork Financial Advisors serves individual and high-net-worth investors, as well as retirement plans, trusts, estates, and business entities, providing asset management, financial planning, and referrals to third-party money managers. The firm employs a strategic asset-allocation approach with a core-and-satellite structure, integrating fundamental, technical, and cyclical analysis in portfolio management.

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, with 10 years of industry experience. He holds the Series 66 designation and has worked at TLWM Financial and LPL Financial since 2018, following prior roles at S Harris Financial Group and Raymond James Financial Services from 2016 to 2018. 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 customized portfolios employing a range of investment strategies and combines fundamental and technical analysis with ongoing supervision.

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.

Clay Rogers is a Series 65-licensed advisor with Teamwork Financial Advisors, LLC in San Antonio, TX, with four years of industry experience. He has been with Teamwork Financial Group and Teamwork Financial Advisors since 2018. Prior to his advisory career, he worked at Extreme Escape Live Action Games for two years. Teamwork Financial Advisors is a team-based registered investment adviser managing approximately $1.01 billion for about 2,480 clients. The firm offers asset management, portfolio management, and financial planning to individuals, high-net-worth clients, and institutional accounts, employing a primarily model-based, core-and-satellite investment approach.

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 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.

Joshua Kercheville is a CFP® professional with 14 years of industry experience. He is a founding member of Kercheville Advisors LLC, where he has worked since 2014, and previously operated at Kercheville & Company from 2008 to 2019. Outside of his advisory role, he spends some time managing a rental property. Kercheville Advisors provides discretionary and non-discretionary portfolio management, financial planning, and pension/retirement plan consulting to a diverse client base including individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm employs a stock-picking investment approach focused on individual equities for tax efficiency and alpha generation, supported by fundamental and technical analysis, internal due diligence, and ongoing portfolio monitoring.

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.

Alicia Fuschak is a CFP® and ChFC® with 17 years of industry experience. She is currently with Avid Wealth Partners, LLC, where she has worked since 2022. Her prior roles include positions at NewEdge Advisors and Eric Kala. Outside of her advisory work, she is a licensed insurance agent supporting insurance placement as needed. Avid Wealth Partners provides financial planning, consulting, and investment management services to individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm emphasizes a goal-oriented, planning-driven investment process focused on low-cost asset allocation, downside protection, and tax minimization.