Justin Wagner is a financial advisor at Titleist Asset Management, LLC in San Antonio, TX, with nine years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Ameriprise Financial Services LLC, Oakmont Group, Equitable Advisors, and Axa Advisors. Outside of his advisory work, Wagner owns a consulting business, Justin Wagner Inc. Titleist Asset Management provides investment advice to individuals, trusts, estates, charitable organizations, and corporate retirement plans. The firm offers customized investment programs using a rules-based Total Return framework and a range of portfolio allocation strategies, supported by an investment committee and affiliated tax and accounting services.

Savannah Forster is a financial advisor with Strategic Financial Concepts, LLC in San Antonio, TX. She holds a Series 66 designation and has seven years of industry experience. Her prior roles include positions at LPL Financial, Wells Fargo Clearing, and First Command Financial Planning. Strategic Financial Concepts, LLC provides personalized investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm offers comprehensive financial planning and discretionary investment management using model portfolios, third-party managers, and a range of securities, integrating insurance-related activities and multiple LPL program offerings.

Scott Rhiger is a financial advisor with USAA Investment Services Company, holding Series 63 and Series 65 licenses and 28 years of industry experience. He has worked within various USAA entities since 2007, including USAA Financial Advisors, Inc., USAA Financial Planning Services, and USAA Life Insurance Company. USAA Investment Services Company provides retirement-focused advice and referral services primarily to USAA members and the general public. The firm emphasizes retirement income planning and refers clients to Charles Schwab for investment products and account management.

George Wheelock is a financial advisor with USAA Investment Services Company, holding Series 66 and Series 63 licenses and 12 years of industry experience. He has worked within various USAA entities since 2014, including USAA Life Insurance Company. USAA Investment Services Company provides retirement-focused advice and referral services to USAA members and individual investors, primarily through phone and digital channels, offering Retirement Income Strategy reports and facilitating referrals rather than managing client assets directly.

David Smidebush is a financial advisor at Titleist Asset Management, LLC with five years of industry experience. He holds a Series 65 designation. Prior to his current role, he worked at Escort Radar / Cedar Electronics for eleven years. Titleist Asset Management serves individuals, trusts, estates, charitable organizations, and corporate retirement plans, offering discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a rules-based Total Return framework and customizes investment programs by portfolio allocation strategy, overseen by an investment committee.

Jeffrey Wurn is a financial advisor with USAA Investment Services Company, holding Series 63 and Series 65 licenses and possessing 21 years of industry experience. He has worked with various USAA entities since 2007, including USAA Financial Advisors, Inc. and USAA Investment Services Company. USAA Investment Services Company provides retirement-focused advice and referral services primarily to USAA members and individual investors through phone and digital channels. The firm delivers Retirement Income Strategy Reports and facilitates referrals to third-party broker-dealers and advisers rather than managing client assets directly.

Steven Romano is a financial advisor with Strategic Financial Concepts, LLC in Edmond, Oklahoma. He holds Series 63 and Series 65 licenses and has 36 years of industry experience. Prior to joining Strategic Financial Concepts in 2016, he has worked with LPL Financial since 2006. Outside of his advisory work, Romano teaches a class at a church affiliated with the Ron Blue Institute. Strategic Financial Concepts provides personalized investment advisory and financial planning services to individuals, high-net-worth households, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm offers discretionary portfolio management using fundamental and technical analysis, model portfolios, and third-party manager solutions, often integrating financial planning with investment management.

Regina Breque is a financial advisor at USAA Investment Services Company with 18 years of industry experience. She holds a Series 63 designation and has worked at various USAA-affiliated entities since 2014, including USAA Life Insurance Company and USAA Financial Planning Services. USAA Investment Services Company provides retirement-focused advice and referral services primarily to USAA members and the general public. The firm delivers a Retirement Income Strategy Report to support client discussions and refers investors to Charles Schwab for investment products and account services.

Theodore Burkhart is a financial advisor with Cary Street Partners in San Antonio, TX, holding a Series 63 designation and over 54 years of industry experience. His career includes roles at Cary Street Partners since 2013, Riverstone Wealth Management from 2009 to 2013, and UBS Financial Services from 2002 to 2009. Outside of advising, he owns and operates a daycare center and is involved in consulting for church capital campaigns. Cary Street Partners provides investment advisory and financial planning services to individuals, retirement plans, trusts, corporations, and institutional clients. The firm employs a broad range of investment options and proprietary strategies, serving various client types including state and municipal government entities and insurance companies.

Christopher Mc Neil is a financial advisor at Maridea Wealth Management with nine years of industry experience. He holds a Series 66 designation and has worked at firms including Private Client Services, VitalStone Financial, and Mass Mutual Investors Services. Outside of financial advising, he serves as a part-time physician with Greater San Antonio Emergency Physicians. Maridea Wealth Management serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, managing nearly $2 billion in assets through a 33-advisor team. The firm adopts a tax-aware investment approach utilizing low-cost mutual funds and ETFs, supplemented by AI tools under human oversight.

Richard Edgett is a financial advisor at Strategic Financial Concepts, LLC with three years of industry experience. He holds a Series 66 designation and has worked at firms including LPL Financial, Victory Capital Management, Edward Jones, Merrill Lynch, and Simmons Bank. Outside of finance, he operates Texas Range Meats, a small business focused on dehydrated meats and spices. Strategic Financial Concepts provides personalized investment advisory and financial planning services to individuals, plans, trusts, charitable organizations, and businesses. The firm offers discretionary investment management using model portfolios and third-party managers, combining fundamental and technical analysis across various securities, and has a notable focus on insurance-related activities within its multi-team structure.

Mary Stork is a CFP® professional with 25 years of experience in the financial services industry. She has been with USAA Investment Services Company since 2018 and previously worked with multiple USAA-affiliated entities. Stork serves on several nonprofit boards, including the USAA Foundation Board of Governors, the Military Child Education Coalition, and the National Equine Institute of Growth through Healing, contributing to financial literacy and community support initiatives. USAA Investment Services Company provides retirement-focused advice and referral services primarily to USAA members. The firm offers a Retirement Income Strategy Report and refers clients to Charles Schwab for investment products, operating as a referral and retirement-advice intermediary rather than a portfolio manager.

Justin Brady is a financial advisor with Titleist Asset Management, LLC, holding Series 63 and Series 66 credentials and bringing 22 years of industry experience. He spent 20 years at Edward Jones before joining Titleist Asset Management in 2024. Justin also operates under the name Brady Wealth Management, LLC. Titleist Asset Management provides investment advice to individuals, trusts, estates, charitable organizations, and corporate retirement plans, offering customized portfolio strategies within a rules-based Total Return framework. The firm combines discretionary portfolio management with financial planning, retirement plan consulting, and affiliated tax and accounting services.

Coby Huerta is a financial advisor with Strategic Financial Concepts, LLC in San Antonio, TX, holding Series 63 and Series 65 licenses and having four years of industry experience. His prior roles include positions at LPL Financial, LLC and Charles Schwab & Co., Inc. Huerta has a background that includes employment at St. Edwards University and HEB Grocery. Strategic Financial Concepts, LLC provides personalized investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm offers comprehensive financial planning and discretionary investment management using model portfolios and third-party managers, with a distinctive focus on insurance-related activities and integration of multiple LPL program offerings.

Richard Tarbell Jr. is a financial advisor with Strategic Financial Concepts, LLC, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. He has worked at Strategic Financial Concepts since 2019 and has been affiliated with LPL Financial since 2015. Strategic Financial Concepts, LLC provides personalized investment advisory and financial planning services to individuals, plans, trusts, charities, corporations, and other entities. The firm offers comprehensive financial planning and discretionary investment management that integrates fundamental and technical analysis across various asset classes, and it distinguishes itself through insurance-related activities and multiple LPL-sponsored program offerings.

Gregory Schorp is a financial advisor with Blackridge Asset Management, LLC, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He has worked with Blackridge since 2022 and has been associated with Peak Brokerage Services since 2017. Outside of his advisory role, he is an owner of a mineral lease. Blackridge Asset Management provides financial planning, investment management, and consulting services to individuals, high-net-worth clients, trusts, estates, corporations, retirement plans, and charitable organizations. The firm utilizes a network of investment adviser representatives and offers tailored portfolio management, including access to model portfolios and third-party managers, supported by a multi-office structure and a variety of platform partnerships.

John Rizzo is a CFP® professional with 18 years of experience currently serving at Alamo Advisors, LP since 2007. Prior to joining Alamo, he operated his own CPA firm, John J. Rizzo, Jr. CPA PC, for 26 years. Alamo Advisors, LP provides investment advisory services primarily to high-net-worth individuals and charitable organizations, focusing on manager selection and oversight while managing client assets on a non-discretionary basis. The firm emphasizes due diligence, customized portfolio solutions, and offers accounting and tax preparation services alongside its investment advisory work.

Ida Benfanti is a financial advisor at USAA Investment Services Company with 26 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at various USAA entities since 2015, including USAA Life Insurance Company and USAA Financial Advisors, Inc. USAA Investment Services Company provides retirement-focused advice and referral services primarily to USAA members and individual investors through phone and digital channels. The firm offers a Retirement Income Strategy Report and refers clients to third-party broker-dealers or advisers, operating mainly as a referral intermediary rather than managing individual client portfolios.

Christine Castillo is a financial advisor with USAA Investment Services Company in San Antonio, TX, holding a Series 66 designation and 21 years of industry experience. She has worked with USAA Investment Services Company since 2005 and has also been affiliated with USAA Financial Advisors, Inc. and USAA Life Insurance Company. Outside of her advisory role, she operates an online business selling handmade craft items and is involved in personal coaching, authoring, blogging, speaking, and podcasting. USAA Investment Services Company provides retirement-focused advice and referral services primarily to USAA members, offering a Retirement Income Strategy Report and referring clients to Charles Schwab for investment products and account services. The firm functions mainly as a retirement-advice intermediary rather than a portfolio manager.

Scott Branson is a financial advisor with Titleist Asset Management, LLC, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. His career includes 27 years at Merrill and five years at Wells Fargo Clearing before joining Titleist Capital, LLC and Titleist Asset Management, LLC. Outside of his advisory role, he maintains a one-third ownership in Promised Land Farm in Arkansas, where he manages contractual arrangements and crop proceeds. Titleist Asset Management, LLC provides investment advice to individuals, trusts, estates, charitable organizations, and corporate retirement plans, offering customized portfolio management and financial planning services. The firm employs a rules-based Total Return framework with diversified strategies and oversight by an investment committee.