Juan Andrade Frich is a financial advisor at Alterna Wealth Management, Inc. based in San Antonio, TX, with 11 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Actinver Securities, Inc. and Actinver Wealth Management, Inc. since 2014. Alterna Wealth Management provides investment advisory and portfolio management services to individuals, high-net-worth clients, trusts, estates, institutions, and charitable organizations. The firm employs a disciplined, global approach to asset allocation and diversification, using dynamic models that incorporate quantitative analysis, technical methods, and both affiliated and unaffiliated funds.

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.

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.

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.

Jelveh Pedraza is a financial advisor at Cavu Wealth Management with 17 years of industry experience. She holds a Series 66 designation and has worked at Cavu Wealth Management since 2020, following five years at Laurel Wealth Advisors. Pedraza also operates as a Private Wealth Advisor and Senior Portfolio Manager under the co-branded DBA Palizban Pedraza Wealth Advisors. Cavu Wealth Management serves individual, retirement plan, charitable, and corporate clients by providing discretionary investment supervisory services, financial planning, and retirement-plan advisory. The firm manages portfolios using asset allocation, fundamental and technical analysis, mutual funds and ETFs, and option strategies, with a multi-office presence and the use of derivatives in separately managed accounts.

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 offers financial planning, investment advisory, and portfolio management services to individuals, families, and select charitable organizations. The firm emphasizes customized portfolios, direct manager engagement, and incorporates socially responsible and impact-oriented strategies alongside comprehensive wealth management and 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.

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.

Juan Chavez Jr. is a CFP® professional with nine years of industry experience, currently serving as a financial advisor at TLWM Financial in San Antonio, TX. His prior experience includes roles at LPL Financial, Charles Schwab, Merrill Lynch, Bank of America, USAA, and JPMorgan Securities. TLWM Financial provides asset management, financial planning, and consulting services to individuals, trusts, estates, and business entities, offering discretionary portfolio management and participation in multiple LPL Financial–sponsored programs. The firm constructs portfolios using a variety of investment vehicles and emphasizes continuous supervision with regular portfolio reviews.

Amber Picard is a CFP® professional with five years of experience in financial advising. She is currently with Astoria Strategic Wealth, Inc., where she has worked since 2021. Prior to that, she gained experience at Financial Synergies Wealth Advisors, Inc. and has held academic roles at Texas A&M University and Tyler Junior College. Astoria Strategic Wealth provides financial planning and investment management services to individuals, charitable organizations, private businesses, and retirement plans. The firm employs a team-based approach, managing approximately $482 million in assets and emphasizing asset allocation through ETFs and mutual funds supported by fundamental and quantitative analysis.

Clifford Burch is a financial advisor with McNally Financial Services Corporation in San Antonio, TX, holding Series 63 and Series 65 designations and 44 years of industry experience. He has worked at McNally Financial Services since 2017 and previously spent 10 years at Investment Professionals, Inc. McNally Financial Services Corporation provides financial planning and portfolio management to individuals and small businesses, serving both non-high-net-worth and high-net-worth clients. The firm employs fundamental analysis to build diversified portfolios across various asset classes and also offers brokerage and insurance services.

Robert Kokol is a CFP® professional with 22 years of experience in the financial services industry. He has worked at Atticus Wealth Management since 2020 and previously held roles at SCF Investment Advisors, Global Financial Private Capital, and Divorce Financial Planning. He is also the owner of Global Planning Solutions & Advisory LLC, where he serves as an insurance agent for non-variable life insurance products and related coverage. Atticus Wealth Management is a team-based registered investment advisor that serves individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm provides portfolio management, pension consulting, and comprehensive financial planning, employing a range of investment strategies from long-term allocations to short-term trading.

Harlee Holcomb is a Series 65-licensed financial advisor at Broadway Wealth Solutions with two years of industry experience. Prior to joining Broadway Wealth Solutions, Holcomb worked at Broadway National Bank for four years. Broadway Wealth Solutions provides investment management and financial planning services to individuals, retirement investors, trusts, estates, charitable organizations, and businesses. The firm employs a strategic asset allocation approach with tactical adjustments and offers specialized strategies such as direct indexing through an affiliated sub-advisor.

Kirby Jacobson is a CFP®, CFA®, and Series 65-registered financial advisor with 16 years of industry experience. He is currently with Astoria Strategic Wealth, Inc., where he has worked since 2021. Prior to this, he founded Jacobson Wealth Management LLC and has experience with Lee Financial Company, LLC and Darwin's Beagle, Inc. Astoria Strategic Wealth provides financial planning and investment management services primarily for individuals and high-net-worth clients, as well as charitable organizations and private businesses. The firm focuses on diversified asset allocation with a long-term buy-and-hold strategy and offers tiered service levels that include tax-aware planning and estate-document review.