Benjamin Coppock is a financial advisor at Cary Street Partners with two years of industry experience. He holds a Series 66 designation and has worked at Cary Street Partners Investment Advisory LLC and Cary Street Partners LLC since 2024. Prior to joining the firm, he was employed at Equitable Advisors and has experience in academic and corporate settings, including roles at the University of Texas-Austin and Infineon Technologies. He volunteers with Junior Achievement of Central Texas, teaching financial literacy to middle and high school students. Cary Street Partners provides discretionary and non-discretionary wealth management and advisory services to individuals, charitable organizations, corporations, retirement plans, and other institutions. The firm’s investment approach includes portfolio management across various asset classes, financial and retirement planning, and access to alternative and private fund vehicles, utilizing both third-party managers and in-house resources.

Scott Portlock is a CFP® professional based in San Antonio, TX, with 23 years of industry experience. He currently serves as an advisor at Merit Financial Advisors and has previously worked at Commonwealth Financial Network, Global Wealth Advisors, and Purshe Kaplan Sterling Investments. Merit Financial Group, LLC is an SEC-registered firm managing approximately $10.6 billion with 144 advisors and over 14,000 clients. The firm serves a diverse clientele, including individuals, businesses, retirement plan sponsors, and charitable organizations, using a long-term, diversified investment approach with customizable model portfolios and specialized services such as fiduciary and ESOP trustee work.

Chris Benson is a financial advisor at Wealth Watch Advisors, Inc with seven years of industry experience. He holds Series 65 and Series 63 designations and previously worked at Valor Wealth Strategies and NYLIFE Securities, LLC. Prior to his financial services career, he spent six years at Rackspace. Wealth Watch Advisors serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and financial institutions. The firm offers portfolio management primarily through third-party model managers, along with financial planning and consulting services, employing a combination of quantitative, qualitative, and technical investment methods.

Penny Jones is a CFP® and Series 65-licensed financial advisor with five years of industry experience. She is currently with Titleist Asset Management, LLC and has prior experience at Illumination Wealth Management, McHenry Capital, LLC, and operated her own firm, Pennyshield Financial, LLC. She also served on the faculty at Texas A&M University for eight years. Outside of her advisory work, Penny holds a vice president/director role in Prewitt Management, a family limited partnership. Titleist Asset Management provides investment management, financial planning, and retirement-plan advisory services to a diverse client base including high-net-worth individuals and institutional entities. The firm uses a Rules Based Investing Total Return system and offers a range of allocation strategies overseen by an investment committee, along with integrated tax and accounting services through an affiliated provider.

Neil Kalb is a financial advisor at Titleist Asset Management, LLC with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Titleist Capital, LLC since 2011 before joining Titleist Asset Management in 2023. 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 utilizes a Rules Based Investing Total Return System and offers customized portfolios overseen by an investment committee, combining advisory services with affiliated brokerage and insurance activities.

Thomas Faught is a financial advisor at Cary Street Partners with 38 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 66 licenses. Since 2013, he has worked at Cary Street Partners and its affiliated entities, and since 2009, at Riverstone Wealth Management. He serves on the FINRA Content Committee, contributing to the development and review of industry qualification exams. 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.

Alexys Serchay is a financial advisor at Trajan Wealth, L.L.C. with 17 years of industry experience. He holds a Series 66 designation and has worked at Trajan Wealth since 2024, previously serving at Charles Schwab and USAA Group. In addition to his advisory role, he acts as an insurance agent related to his investment business. Trajan Wealth serves individual and high-net-worth clients as well as foundations, endowments, and institutional investors. The firm provides discretionary portfolio management, financial planning, and access to alternative investments, with an investment process tailored to client objectives and documented in investment policy statements.

John Eaton is a CFP® with 20 years of experience in the financial services industry. He is currently a financial advisor at Avior Wealth Management, LLC, where he has worked since 2021. Prior to that, he was with Nelson Van Denburg & Campbell Wealth Management Group, LLC, and Cypress Wealth Advisors, LLC. Avior Wealth Management is an SEC-registered enterprise adviser managing approximately $5.08 billion in client assets across about 120 financial professionals. The firm serves individuals, pension and retirement plans, charitable and corporate entities, and banking or thrift institutions, employing a fundamental analysis-based investment process that includes both long- and short-term strategies with continuous portfolio supervision.

Christopher King is a financial advisor with Gradient Advisors, LLC, holding a Series 66 designation and two years of industry experience. He previously worked at MML Investors Services LLC and Mass Mutual Life Insurance Company. King has also been involved with Pinnacle Strategic Wealth, Inc. in an advisory role. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm operates primarily through a network of Investment Advisor Representatives and third-party money managers, focusing on a largely non-discretionary model where clients approve transactions and portfolio decisions utilize fundamental, technical, and cyclical analysis.

Lisa Alvarado is a financial advisor with Titleist Asset Management, LLC, holding the Series 63 and Series 66 designations and bringing 23 years of industry experience. Her prior experience includes 13 years at J.P. Morgan Securities LLC. She is also an angel investor and partner in Zephyr Technologies, a company that develops software to analyze game videos and recommend strategies. Titleist Asset Management provides investment management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, qualified plans, charitable organizations, and businesses. The firm employs a Rules Based Investing (RBI) Total Return System with customized portfolios overseen by an investment committee, offering a range of allocation strategies and integrating affiliated brokerage, insurance, tax, and accounting services.

Trenton Leffingwell is a financial advisor at Titleist Asset Management, LLC in San Antonio, TX, with four years of industry experience. He holds a Series 66 credential and has previously worked at Cetera, IMG Financial Group, and Securian Financial Services. 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 employs a Rules Based Investing Total Return System and offers customized portfolios overseen by an investment committee.

Maria Valencia is a financial advisor at Titleist Asset Management, LLC with 22 years of industry experience. She holds a Series 66 designation and has been with Titleist since 2023, having also worked at Titleist Capital, LLC since 2016. Outside of her advisory roles, she serves on the board and executive committee of LIFEGIFT, a nonprofit organ procurement organization in Texas, where she chairs the Finance and Investment Committee and acts as Treasurer. 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 uses a Rules Based Investing Total Return System overseen by an investment committee and offers a range of allocation strategies tailored to client objectives.

Jeromy White is a financial advisor at Titleist Asset Management, LLC with 22 years of industry experience. He holds the Series 66 designation and has worked at Titleist Capital, LLC and Investment Professionals, Inc. prior to his current role. He also operates Blum and White Wealth Management, LLC. Titleist Asset Management provides investment management, financial planning, and retirement-plan advisory services to a variety of clients, including high-net-worth individuals, trusts, and business entities. The firm employs a rules-based investing approach and offers customized portfolios overseen by an investment committee.

Christopher Rawson is a CFP® professional with 24 years of experience in the financial services industry. He is currently with Titleist Asset Management, LLC and has previously worked at Titleist Capital, LLC and Investment Professionals, Inc. Outside of his advisory work, he is a shareholder in a family-owned fitness club business. 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, using a Rules Based Investing system and offering a range of customized portfolio strategies.

Chase O'banion is a financial advisor at Titleist Asset Management, LLC in San Antonio, TX, holding a Series 66 credential with one year of industry experience. Prior to joining Titleist, he had roles at Fidelity Investments. Titleist Asset Management provides investment management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, employee plans, charitable organizations, and business entities. The firm uses a Rules Based Investing Total Return System and offers a range of portfolio strategies tailored to client objectives, combining advisory services with affiliated brokerage and insurance activities.

Thomas Moore is a CFP® professional with four years of industry experience, currently serving at Titleist Asset Management, LLC. His prior roles include positions with Secure Financial Management and Northwestern Mutual. 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 employs a rules-based investing system and offers a range of allocation strategies overseen by an investment committee.

Leah Eller is a CFP® with 27 years of industry experience, currently serving as a financial advisor at Snowden Capital Advisors LLC. She has previous experience with Snowden Lane Partners, Wells Fargo Clearing, and Wells Fargo Advisors LLC. Located in San Antonio, TX, she holds Series 63 and Series 65 licenses in addition to her CFP® credential. 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, and financial and estate planning, often utilizing third-party sub-advisers while maintaining client oversight.

Chase Bergin is a financial advisor at J.W. Cole Advisors, Inc. with five years of industry experience. He holds a Series 65 designation and has prior work experience that includes roles at David Weekley Homes, Ken Batchelor Cadillac, and the Texas A&M University System. Outside of his advisory role, Bergin is involved in insurance and annuity sales through Bergin Financial Group, Inc. J.W. Cole Advisors operates a large network of independent advisers offering fee-based portfolio management, financial planning, retirement plan services, and access to multiple investment platforms for individuals, high-net-worth clients, and institutional accounts. The firm utilizes a variety of investment strategies and platforms, including discretionary and non-discretionary management and digital advice providers.

Eric Reid is a CFP® with 25 years of experience in financial advising. He is currently with Hightower Advisors, where he has worked since 2020, and previously held roles at Frontier Investment Management, Bank of America, and Merrill. In addition to his advisory work, Reid teaches management, finance, and Certified Financial Planning coursework part-time at the University of the Incarnate Word in San Antonio. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, and charitable organizations. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers across a range of investment vehicles.

Jeffrey Glenn is a financial advisor with PNC Wealth Management in San Antonio, TX, holding Series 63 and Series 65 licenses and 26 years of industry experience. Prior to joining PNC Investments in 2021, he worked at several BBVA entities from 2003 to 2021. Outside of finance, he operates Executive Landscaping, a business he has owned since 2002. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio strategist for employees that uses algorithm-driven risk assessments and investment via mutual funds and ETFs managed by PNC or third parties.