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.

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.

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.

Sabrina Brown is a financial advisor with Reliance Wealth Management in San Antonio, TX, holding a Series 65 designation and five years of industry experience. She has worked at S&D Financial, Coppell Advisory Solutions, Visionary Wealth Management, and Gibbs Wealth Management. Outside the financial sector, she owns and operates B&S Performance and Tuning LLC, an automotive tuning business. Reliance Wealth Management serves individuals, families, and institutions, offering discretionary investment management and financial planning with a focus on a top-down macro-environmental investment approach that incorporates tactical asset allocation and a range of investment products including mutual funds, ETFs, equities, bonds, structured notes, and alternative investments.

Christopher Phillips is a financial advisor at Martin Capital Advisors, LLP with eight years of industry experience. He holds a Series 65 designation and has been with Martin Capital Advisors since 2017. Additionally, he has been affiliated with Defense Acquisition University since 2015 and has maintained self-employment activities since 1988. Martin Capital Advisors serves high-net-worth individuals, trusts, estates, charitable organizations, and businesses by providing discretionary portfolio management and financial planning without additional fees. The firm emphasizes long-term returns primarily through asset allocation and offers both active and passive investment strategies, including options-based hedging within several portfolio types.

Ned Emmons is a financial advisor at M. E. Allison & Co., Inc. in San Antonio, TX, holding Series 63 and Series 65 licenses with 49 years of industry experience. He has been with M.E. Allison & Co., Inc. since 2015. Outside of his advisory work, he is involved in buying and selling AR-15 rifle parts at local gun shows. M.E. Allison & Co., Inc. serves individuals, trusts, corporations, and nonprofit organizations with portfolio management, financial planning, and 401(k) consulting. The firm combines manager selection with in-house portfolio models and offers both discretionary and non-discretionary services, operating as both a registered broker-dealer and SEC-registered investment adviser.

Michael Ryan Jr. is a financial advisor with Broadway Wealth Solutions in San Antonio, TX, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. His prior roles include positions at Redwood Credit Union, CUSO Financial Services, Bank of America, and Merrill. 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 a sub-advisor relationship with First Trust Advisors LP.

Cameron Knight is a CFP® and Series 66 certificant with four years of industry experience. He currently works at SWBC Investment Company and SWBC Investment Services, LLC, having previously been employed at Victory Capital Services, Inc. and Victory Capital Transfer Agency. Outside of finance, he has held positions at Uber and Domino's Pizza. SWBC Investment Company provides investment advisory and financial planning services to individuals, including high-net-worth clients, as well as institutional clients. The firm offers discretionary portfolio management utilizing internal managers, third-party sub-advisers, and model portfolios, and serves as adviser to registered mutual funds and private pooled investment vehicles.

Elissa Lococo is a financial advisor with TLWM Financial in San Antonio, TX, holding Series 63 and Series 65 licenses and possessing 15 years of industry experience. She has been with TLWM and LPL Financial since 2015. TLWM Financial provides asset management, financial planning, and consulting services to individuals, trusts, estates, and business entities. The firm offers discretionary portfolio management using a range of investment strategies and conducts regular portfolio reviews.

Hunter Darling is an investment advisor at SWBC Investment Company with a Series 66 designation and one year of industry experience. His prior roles include positions at Primerica Advisors and Primerica Financial Services. Before entering the financial sector, he worked in education at Trinity University, Saint Mary's Hall, and Boerne Middle School. SWBC Investment Company provides investment advisory services to individuals, banking institutions, charities, and pooled investment vehicles, offering portfolio management, financial planning, and private fund management. The firm uses a combination of internal teams and third-party managers to implement customized investment strategies, including discretionary and limited non-discretionary arrangements.

Thomas Coy is a financial advisor at Wela Financial Advisory with five years of industry experience and a Series 65 designation. His prior roles include positions at AllianceBernstein Investments, Victory Capital Management, and Brent Forrest & Associates. Wela Financial Advisory is a fee-only registered investment adviser serving individual investors and businesses with discretionary portfolio management, financial planning, and investment consulting. The firm utilizes a multi-fund-manager approach combining fundamental and technical analysis and offers a financial planning membership featuring ongoing client engagement and coordinated planning services.

Joe Kercheville is a financial advisor with Kercheville Advisors LLC in San Antonio, TX, holding Series 63 and Series 65 licenses and bringing 58 years of industry experience. He has worked at Kercheville Advisors since 2014 and previously spent 35 years at Kercheville & Company, Inc. Outside of financial advising, he owns and manages several non-investment related ventures, including The Lodge at River's Edge and Joshua Creek Ranch. Kercheville Advisors provides portfolio management, financial planning, and pension/retirement consulting to individuals, high-net-worth clients, trusts, estates, charitable organizations, and businesses. The firm employs a customized investment process with an equity stock-picking approach that emphasizes tax efficiency and risk management through regular portfolio reviews and flexible asset allocation.

David McNally is a Certified Financial Planner® with 48 years of industry experience. He has served as president of McNally Financial Services Corporation since 2002. The firm provides financial planning and portfolio management primarily to individual clients and small businesses. McNally Financial Services Corporation constructs tailored, diversified portfolios and operates as both an advisory firm and an introducing broker-dealer with affiliated insurance services.

Kyle Emmons is a financial advisor at M. E. Allison & Co., Inc. with seven years of industry experience. He holds a Series 66 designation and has a background that includes coaching the Vista Del Norte Swim Team and serving as a board member of the San Antonio Executive Association. M. E. Allison & Co., Inc. provides portfolio management, financial planning, and consulting services to individuals, trusts, corporations, and charitable organizations. The firm combines discretionary and non-discretionary strategies, utilizing both in-house models and third-party managers, while operating as a broker-dealer, municipal advisor, and SEC-registered investment adviser.

John Davidson is a financial advisor at Davidson Capital Management, Inc. with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Davidson Capital Management since 2005. Davidson Capital Management is a fee-only, SEC-registered investment adviser managing approximately $568 million for around 400 clients, including individuals, charitable organizations, corporations, and defined contribution plans. The firm employs a long-term, quality-oriented investment approach with discretionary portfolio management services and offers 401(k) advisory services at both plan and participant levels.

Calvin Speer is a financial advisor with McNally Financial Services Corporation in New Braunfels, TX, holding a Series 66 designation and 23 years of industry experience. He has been with McNally Financial Services since 2007. Outside of his advisory role, Speer works as a substitute teacher in the North East ISD of San Antonio and the New Braunfels ISD during the school year. McNally Financial Services Corporation provides financial planning and portfolio management primarily to individual clients and small businesses. The firm constructs tailored, diversified portfolios using fundamental analysis and manages accounts on both discretionary and non-discretionary bases through a nine-advisor team operating across six offices.

Jacob Villarreal is a Series 66-licensed financial advisor with eight years of industry experience, currently serving at Providence Capital in San Antonio, TX. His background includes roles at several firms such as 49 Wealth Management LLC, Purshe Kaplan Sterling Investments, and Oakwood Capital Securities. Outside of financial advising, he is involved in systems and sales management at Whisper Path Cellars, a winery. Providence Capital provides investment advisory and financial planning services to individuals, high-net-worth clients, and charitable organizations. The firm employs a long-term trading approach using fundamental analysis and modern portfolio theory, combining model portfolios and AI-assisted tools with licensed adviser oversight.

Janise Brooks is a financial advisor with PAX Financial Group in San Antonio, TX, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. She has previously worked at 360 Wealth Management, LLC and has been with PAX Financial Group since 2014. 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 to build diversified, long-term portfolios, and incorporates values-based ETF selections along with various hedging and income strategies.

Darryl Lyons II is a CFP®-credentialed financial advisor with 26 years of industry experience, currently with PAX Financial Group since 2016. He previously worked at LPL Financial for 10 years. Lyons serves on the board of New Braunfels Christian Academy, volunteers with The Chosen Non-Profit adoption and foster care organization, and chairs the Admirals Basketball Academy International Basketball Ministry. He is also an author of three books on finance, business, and leadership. PAX Financial Group provides advisory services to individuals, high-net-worth clients, and businesses, offering portfolio management, retirement plan consulting, financial planning, and business exit planning. The firm uses a team-based investment approach grounded in traditional academic frameworks and includes values-based ETF selections along with various hedging and income strategies.

Ryan Scheibe is a financial advisor at Targeted Wealth Solutions with a Series 65 designation and four years of industry experience. He has served in the United States Air Force since 2011, currently holding the rank of Major and participating in the Department of Defense Skill Bridge program as a pilot. Targeted Wealth Solutions serves individual and high-net-worth clients, retirement plans, foundations, and charitable organizations. The firm provides comprehensive financial planning, portfolio management, retirement-plan fiduciary services, and educational content, using a portfolio construction approach based on Modern Portfolio Theory combined with economic analysis and quantitative models.