Madison Franklin is a financial advisor with Strategic Financial Concepts, LLC, holding a Series 66 designation and five years of industry experience. Madison has worked at Strategic Financial Concepts since 2020 and has been associated with LPL Financial and National Financial Alliance since 2019. Outside of financial services, Madison was involved with Boerne Invado Volleyball in 2017 and worked at the University of Texas at San Antonio from 2016 to 2019. Strategic Financial Concepts, LLC offers personalized investment advisory and financial planning services to a diverse client base including individuals, pension plans, trusts, and charitable organizations. The firm employs discretionary investment management with model portfolios and third-party managers, and integrates a variety of LPL-sponsored programs while maintaining a notable focus on insurance-related activities.

Robert Jones is a CFA® charterholder with three years of industry experience. He is currently with 1900 Wealth Management LLC and previously worked for seven years at USAA Asset Management Company. 1900 Wealth serves a diverse client base including individuals, family offices, pension and profit-sharing plans, and corporations. The firm’s investment approach centers on strategic asset allocation using low-cost ETFs and mutual funds to create long-term, diversified portfolios tailored to each client’s goals and risk tolerance.

Todd Brockwell is a CFA® charterholder based in San Antonio, TX, with nine years of industry experience. He has been with 1900 Wealth, formerly Monticello Wealth Management, since 2016. 1900 Wealth serves a diverse client base, including individuals, family offices, pension plans, trusts, and corporations, offering financial planning and both discretionary and non-discretionary investment management. The firm emphasizes strategic asset allocation and low-cost ETFs and mutual funds to build long-term diversified portfolios tailored to clients’ goals and risk tolerance.

Kirk Walker is a financial advisor at Strategic Financial Concepts, LLC with 11 years of industry experience. He holds the Series 65 designation and has been with Strategic Financial Concepts since 2014. In addition to his advisory role, he works as a financial advisor in insurance at National Financial Alliance, focusing on life, health, long-term care, and disability insurance. Strategic Financial Concepts provides personalized investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth households, retirement plans, trusts, and business entities. The firm employs discretionary portfolio management using fundamental and technical analysis, model portfolios, and third-party manager solutions, often integrating financial planning with investment management.

Cameron Blake is a financial advisor with Titleist Asset Management, LLC in San Antonio, TX, holding a Series 65 designation and one year of industry experience. He has been with Titleist Asset Management since 2023. 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 customized portfolios overseen by an investment committee, combining advisory services with affiliated brokerage, insurance, tax, and accounting offerings.

Patrick Terrell is a CFP® professional with 26 years of experience in financial services. He is currently with Navy Federal Investment Services, LLC and has previously worked at Charles Schwab and USAA, where he held various advisory and financial planning roles. Outside of his advisory work, he serves as a statutory durable power of attorney for a family member, assisting with financial monitoring and bill payments without compensation. Navy Federal Investment Services primarily serves members of Navy Federal Credit Union, as well as individual, trust, and institutional clients, offering financial planning, retirement-plan fiduciary services, and portfolio management through advisory and brokerage channels. The firm utilizes third-party portfolio managers on the Envestnet platform and maintains oversight responsibilities while providing a range of investment and overlay services.

Ann Barham is a Series 66-licensed financial advisor with five years of industry experience, currently affiliated with Titleist Asset Management, LLC. Prior to joining Titleist in 2025, she worked at Edward Jones for four years and held roles at Gracelets, Wholy Created, and Taaffe & Associates, PC. 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 customizes portfolios to client objectives using a Rules Based Investing Total Return System and offers services that integrate advisory, brokerage, insurance, and tax/accounting solutions.

John Davis is a Series 65-licensed financial advisor with Verity Asset Management in New Braunfels, TX, where he has worked since 2019. He has seven years of industry experience and has been self-employed since 2014. Outside of his advisory role, Davis serves as a director and area director at Teacher's Pension and Insurance Services, Inc., an insurance agency focused on financial product education including pension analysis and insurance sales. Verity Asset Management is an SEC-registered firm offering discretionary portfolio management, model portfolio services, retirement-plan advisory, and financial planning to individual, corporate, institutional clients, and other investment advisers. The firm employs a model-driven investment process emphasizing tactical asset allocation across diverse asset classes and operates under fiduciary and ERISA standards.

Kevin Gerbers is a financial advisor at Gradient Advisors, LLC with eight years of industry experience. He holds a Series 65 designation and has served in roles at Pinnacle Strategic Wealth, Inc. and AE Wealth Management, LLC. He is also involved in financial education as president and presenter at the American Financial Education Alliance. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to individuals, retirement plans, trusts, charitable organizations, corporations, and other business entities. The firm operates primarily through a network of Investment Advisor Representatives and third-party money managers, employing a largely non-discretionary model that emphasizes client approval of transactions and a comprehensive risk analysis approach.

Ruth Forehand is a CFP® professional with 29 years of experience in the financial services industry. She has worked at IHT Wealth Management LLC since 2020 and previously spent seven years at Revolution Wealth Management and over a decade at LPL Financial, where she continues to maintain an affiliation. IHT Wealth Management serves a diverse client base including high-net-worth individuals, pension and profit-sharing plans, charitable organizations, trusts, and corporate clients. The firm employs a blended investment approach combining fundamental stock selection with quantitative tools and diversified model portfolios, while also offering ERISA fiduciary services and a proprietary wrap-fee program through a large network of advisors.

Srdjan Blum is a CFP® and Series 66 licensed financial advisor with 22 years of industry experience. He is currently with Titleist Asset Management, LLC and has previous experience at Titleist Capital, LLC and Investment Professionals, Inc. Blum also operates Blum and White Wealth Management, LLC. 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 and offers customized portfolios overseen by an investment committee.

Janie Faught is a financial advisor with Cary Street Partners in San Antonio, TX, holding Series 63 and Series 66 licenses and bringing eight years of industry experience. She previously worked at Raymond James & Associates from 2015 to 2017. Outside of her advisory role, she serves as a Finance Committee Member at The First Baptist Church of San Antonio, where she contributes to the development and monitoring of the church’s budget. Cary Street Partners provides discretionary and non-discretionary wealth management and advisory services to a diverse client base, including individual investors, charitable organizations, corporations, and retirement plans. The firm employs a comprehensive investment approach that includes portfolio management across multiple asset classes, financial and retirement planning, and access to alternative investments and proprietary strategies.

Russell King is a financial advisor at Titleist Asset Management, LLC with 23 years of industry experience. He holds a Series 66 designation and has worked at Titleist Capital, LLC since 2007, Titleist Asset Management since 2023, and PKS Investments since 2025. In addition to his advisory work, King is a minority owner of a restaurant, The League Kitchen & Tavern, in Austin, Texas. 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 employs a Rules Based Investing Total Return System and offers customized portfolios overseen by an investment committee.

Rachel Whitwell is a financial advisor at Titleist Asset Management, LLC with 16 years of industry experience. She holds the Series 66 designation and previously worked at Merrill, Bank of America, and Wells Fargo Advisors. Whitwell has also operated as a self-employed advisor and currently serves as Director of Client Services at Titleist Capital, LLC. 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 system and offers a range of allocation strategies customized to client objectives, combining advisory services with affiliated brokerage and insurance activities.

Tammie Tirres is a financial advisor with Foundations Investment Advisors LLC in San Antonio, TX, holding a Series 65 designation and five years of industry experience. She previously worked at Queen B Advisors, LLC and Noble Capital. In addition to her advisory role, she is active in insurance and annuity solutions as a sales agent for Magellan Insurance. Foundations Investment Advisors LLC provides financial planning and portfolio management services to a diverse client base, utilizing a blend of fundamental, technical, and cyclical analysis along with model portfolios and discretionary authority assigned to its advisors.

Clay Ellis is a financial advisor at Arkadios Wealth Advisors with four years of industry experience. He holds Series 65 and Series 63 designations and previously worked at Equitable Advisors LLC and Florin Capital Real Estate. Ellis has also been involved in entrepreneurial ventures and academia, including roles at Gourmet Garlic and the University of Texas San Antonio. Arkadios Wealth Advisors is a multi-team SEC-registered firm serving individuals, trusts, businesses, and retirement plans. The firm offers customized investment plans, discretionary and non-discretionary portfolio management, and integrates fundamental, technical, and cyclical investment analysis.

George Watson is a financial advisor with Sendero Wealth Management, LLC in San Antonio, TX, holding Series 63 and Series 65 registrations and 22 years of industry experience. His career includes long-term roles at Sendero Wealth Management and Sendero Securities, with a brief tenure at Capital Creek Partners. Sendero Wealth Management provides comprehensive wealth management and investment advisory services primarily to high-net-worth individuals, multi-generational families, and select institutions. The firm employs a structured process and client-specific investment policies, utilizing an open-architecture approach that includes active and passive strategies, managing approximately $6.5 billion in assets as of year-end 2025.

James Jurica is a financial advisor at Wealth Watch Advisors, Inc with nine years of industry experience. He holds CFP®, ChFC®, and Series 63 designations. Prior to joining Wealth Watch Advisors in 2022, he worked at Eagle Strategies and New York Life-related entities from 2016 to 2022. He also offers life insurance and annuity products as an independent contractor. Wealth Watch Advisors serves a diverse client base, including individuals, pension plans, trusts, charitable organizations, and other financial institutions. The firm employs a range of investment strategies through approved third-party model managers and provides both discretionary and non-discretionary portfolio management alongside financial planning and consulting services.

Brian Jones is a financial advisor with Strategic Financial Concepts, LLC in San Antonio, TX, holding Series 65 and Series 63 licenses and bringing 12 years of industry experience. He has been with Strategic Financial Concepts since 2016 and previously worked at LPL Financial from 2016 to 2022. Jones is involved with the Wealth Management Division of Capitol Credit Union and holds roles related to fixed and life insurance products. Strategic Financial Concepts, LLC offers personalized investment advisory and financial planning services to a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm provides discretionary investment management using model portfolios and third-party money managers, with a notable emphasis on insurance-related activities within its multi-team structure.

Katarina Partalas is a financial advisor at Titleist Asset Management, LLC with three years of industry experience. She holds the Series 66 designation and has previously worked at Morgan Stanley and other organizations including Alamo Area Aquatics Diving. Titleist Asset Management provides investment management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, employee plans, charitable organizations, and businesses. The firm offers customized portfolios overseen by an investment committee and employs a Rules Based Investing Total Return System across multiple allocation strategies.