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 12 years of industry experience, currently serving as an advisor at Wela Financial Advisory. His prior roles include positions at Purshe Kaplan Sterling Investments, Mercer Global Advisors Inc., and Axa Advisors, LLC. He is also 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 with discretionary portfolio management, financial planning, and investment consulting. The firm combines fundamental and technical analysis to guide strategic asset allocation, employs a multi-fund-manager approach, and offers a financial planning membership that provides clients ongoing access and engagement.

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.

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.

Colton Washington is a financial advisor with SWBC Investment Company in San Antonio, TX, holding Series 63 and Series 66 licenses and having one year of industry experience. He previously worked at Morgan Stanley and has held various roles connected to Texas A&M University and other organizations. Outside of advising, he has been involved with Mesquite Creek Outfitters. SWBC Investment Company provides investment advisory and financial planning services to individuals, including high-net-worth clients, and various institutional clients. The firm manages discretionary portfolios using internal managers, third-party sub-advisers, and model portfolios, and offers services such as portfolio management, financial planning, and a wrap fee program.

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® and Series 66-licensed financial advisor with nine years of industry experience. He is currently with S Harris Financial Group, LLC in San Antonio, TX, where he has worked since 2017. Prior to joining S Harris, he worked at Spirit of Texas Bank from 2013 to 2017. In addition to his advisory role, he is also licensed as an insurance agent, selling and servicing insurance products. S Harris Financial Group is an SEC-registered advisory firm serving individual and high-net-worth clients as well as retirement plans. The firm provides discretionary investment management, comprehensive wealth management, standalone financial planning, retirement plan advisory, and insurance consulting through a third-party platform, using a long-term investment approach that combines fundamental and technical analysis.

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.

Jared Russell is a financial advisor at TRADEway with eight years of industry experience and holds a Series 65 designation. He operates a Christmas light installation business and contracts with a retail fireworks store outside of his advisory role. TRADEway serves individual and high-net-worth clients through a combination of education, coaching, and advisory services, including subscription-based research tools and model investment portfolios. The firm’s approach integrates fundamental analysis, technical analysis, and market tone, offering both short-term trading strategies and longer-term model allocations.

Cassandra Mastromarino is a financial advisor at Saltbox Financial LLC with seven years of industry experience. She holds a Series 66 designation and has previously worked at JPMorgan Chase Bank, J.P. Morgan Securities, Family First Life, and Edward Jones. Saltbox Financial LLC provides financial planning, investment advisory, and portfolio management services to individuals, families, couples, and select charitable organizations. The firm emphasizes customized portfolios, direct manager engagement, and socially responsible investment strategies, while also offering in-house tax-preparation services.

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.

Khristopher Torres is a financial advisor with RiversEdge Advisors in San Antonio, TX, holding Series 63 and Series 65 credentials and nine years of industry experience. His prior roles include positions at Titleist Asset Management, AllianceBernstein Investments, USAA Financial Advisors, and Citigroup. RiversEdge Advisors serves a broad client base including individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm offers discretionary and non-discretionary investment management, financial planning, and retirement-plan advisory, using a modern portfolio theory approach with strategic asset allocations primarily built with ETFs.

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.