Thomas Wright is a financial advisor at Broadway Wealth Solutions with 9 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at USAA Financial Advisors, Inc., and USAA Investment Management Company. Wright is actively involved in the Financial Planning Association of San Antonio, where he serves as Director of Partnerships, Treasurer, and President-Elect. 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 employs a strategic asset allocation approach with tactical adjustments and offers specialized services such as direct indexing through affiliated sub-advisors.

Jason Branch is a financial advisor at Avid Wealth Partners, LLC in San Antonio, TX, holding a Series 65 designation with one year of industry experience. Prior to joining Avid Wealth Partners in 2026, he served in the United States Air Force from 2015 to 2026. Avid Wealth Partners provides financial planning, consulting, and investment management services to individuals, trusts, estates, charitable organizations, corporations, and pension/profit-sharing plans. The firm emphasizes a goal-oriented wealth planning approach focused on tax efficiency, downside protection, and diversified asset allocation, utilizing third-party managers and sub-advisers for specialized strategies.

Brett Walker is a financial advisor with SWBC Investment Company in San Antonio, TX, holding Series 63 and Series 66 licenses and possessing 22 years of industry experience. He has been with SWBC Investment Services since 2008. SWBC Investment Company provides investment advisory and financial planning services to individuals, including high-net-worth clients, as well as various institutional clients. The firm manages approximately $256 million in discretionary assets through a team of advisors and offers portfolio management, financial planning, and wrap fee programs.

Harry Parker is a CFA® charterholder with 19 years of industry experience. He has worked at M.E. Allison & Co., Inc. since 2022 and previously spent over three decades at Frost Bank and its affiliated brokerage services. Parker serves as treasurer for the Parker Foundation, a small family foundation, and is a co-owner of Old Meadow Gate Farm in Fredericksburg, Texas. M.E. Allison & Co., Inc. serves individuals, trusts and estates, bank trust departments, corporations, and retirement plans with portfolio management, financial planning, and 401(k) consulting. The firm employs a combination of in-house and third-party strategies and conducts regular account reviews using technical, charting, and fundamental analysis.

Eric Kala is a CFP® and ChFC® with 17 years of industry experience. He is currently with Avid Wealth Partners, LLC in San Antonio, Texas, where he has worked since 2022. Prior to this, he held roles at NewEdge Advisors, LLC and Northwestern Mutual across wealth management, investment management, and life insurance divisions. Outside of his advisory role, Kala owns and manages several related businesses including an insurance brokerage, a business consulting firm focused on exit planning, and private investment entities. Avid Wealth Partners provides financial planning, consulting, and investment management services to individuals, trusts, charitable organizations, and retirement plans. The firm employs a goal-oriented wealth planning approach emphasizing tax efficiency, downside protection, and diversified asset allocation, and offers access to specialized strategies including pooled vehicles and private funds.

Austin Miller is a Series 65-licensed financial advisor with Teamwork Financial Advisors, LLC, based in San Antonio, TX. He has one year of industry experience, including prior roles at Teamwork Financial and La Cantera Resort. Teamwork Financial Advisors serves individual and high-net-worth investors as well as retirement plans, trusts, estates, and business entities, offering asset management, financial planning, and referrals to third-party money managers. The firm employs a strategic asset-allocation approach with a core-and-satellite structure, combining fundamental, technical, and cyclical analysis to manage client portfolios.

Herbert Kraus is a financial advisor at Teamwork Financial Advisors, LLC with nine years of industry experience. He holds a Series 65 designation and has worked at Teamwork Financial Advisors since 2017. Kraus also operates Bert Kraus CPA, a separate accounting practice he has maintained since 2005. Teamwork Financial Advisors serves individual and high-net-worth investors, retirement plans, trusts, estates, and business entities, providing asset management, financial planning, and referrals to third-party money managers. The firm employs a strategic asset-allocation approach with a core-and-satellite structure, coordinating with outside advisors and affiliated legal and accounting entities.

Roger Stukkie is a financial advisor at PAX Financial Group in San Antonio, TX, holding the CFP® and ChFC® designations with 16 years of industry experience. Prior to joining PAX Financial Group, he worked at Champion Group, Inc., Pontem LLC, and Waddell & Reed, Inc. He serves as Board Member and Treasurer for Ransomed Life, a nonprofit focused on supporting exploited youth. PAX Financial Group provides advisory services to individuals, high-net-worth clients, small businesses, corporations, and their retirement plans. The firm uses a team-based investment approach overseen by an Investment Committee, applying traditional academic frameworks and incorporating values-based investing, along with portfolio management, retirement plan consulting, and business exit planning services.

Kurt Josten is a financial advisor with Alterna Wealth Management, Inc. in San Antonio, TX, holding a Series 66 designation and bringing 27 years of industry experience. He has worked with Actinver Securities, Inc. and Actinver Wealth Management, Inc. since 2009 and 2015, respectively. Alterna Wealth Management provides investment advisory and portfolio management services to individuals, high-net-worth clients, trusts, estates, institutions, and charitable organizations, including a substantial client base outside the United States. The firm employs a disciplined, global approach to asset allocation and diversification, utilizing dynamic models and a combination of quantitative analysis, technical methods, and an in-house trading desk.

Diana Jordan is a financial advisor at Teamwork Financial Advisors, LLC in San Antonio, TX, with seven years of industry experience. She holds Series 63 and Series 65 designations and has worked with Teamwork Financial Advisors since 2009. Additionally, she has been self-employed as a life and health insurance broker since 1988. Teamwork Financial Advisors serves individual and high-net-worth investors, as well as retirement plans, trusts, estates, and business entities, providing asset management, financial planning, and referrals to third-party money managers. The firm employs a strategic asset-allocation approach with a core-and-satellite structure, integrating fundamental, technical, and cyclical analysis in portfolio management.

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 11 years of experience in the financial industry. He is currently with Wela Financial Advisory in San Antonio, TX, and has previously worked at Purshe Kaplan Sterling Investments, Mercer Global Advisors Inc., and Axa Advisors, LLC. He also serves as 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, including group retirement plans. The firm offers discretionary portfolio management, financial planning memberships, and investment consulting, using a multi-fund-manager approach that emphasizes institutional managers selected for their people, processes, and research.

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.

Hany Ahmad is a CFP® professional with 20 years of industry experience, currently serving as an advisor at Teamwork Financial Advisors, LLC. He has held prior roles at Ameriprise Financial Services, BOK Financial Securities, and Wells Fargo Advisors. Teamwork Financial Advisors is a team-based registered investment adviser managing over $1 billion for individuals, high-net-worth clients, and institutional accounts. The firm employs a model-based, core-and-satellite investment approach and is formally affiliated with accounting and law practices.

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.

Mitchell Byrum is a CFP® with eight years of industry experience, currently serving as a financial advisor at S Harris Financial Group, LLC in San Antonio, TX. He has previously worked at Raymond James Financial Services Advisors, Inc., and Spirit of Texas Bank. Byrum is also licensed as an insurance agent, providing insurance sales and servicing in addition to his advisory role. S Harris Financial Group is an SEC-registered advisory firm that serves individual and high-net-worth clients as well as retirement plans. The firm’s investment approach combines fundamental and technical analysis with a primarily long-term focus, offering comprehensive wealth management, retirement plan advisory, and insurance consulting services.