Carmen Barncord is a CFP® and holds a Series 65 license, with nine years of experience in the financial advisory industry. She has been with Martin Capital Advisors, LLP since 2016. Martin Capital Advisors manages portfolios for high-net-worth individuals, trusts, estates, charitable organizations, and businesses, providing discretionary portfolio management, financial planning, and performance reporting. The firm’s investment approach focuses on long-term returns driven by asset allocation, using both active and passive strategies, and includes options-based hedging in certain portfolio types.

Elizabeth Alamillo is a financial advisor at Wela Financial Advisory in San Antonio, TX, with seven years of industry experience. She holds Series 63 and Series 65 licenses and previously worked with Equitable Advisors and AXA Advisors. 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 uses a multi-fund-manager approach, combining fundamental and technical analysis, and offers a financial planning membership that provides ongoing client access and engagement.

Angel Melgoza is a CFP® professional with 11 years of industry experience, currently serving as an advisor at Financial Life Advisors. His prior roles include positions at YFP Planning, Origin Financial, Your Richest Life, LPL Financial LLC, Lone Star National Bank, and MyLife Financial, LLC. Financial Life Advisors is a seven-advisor team managing approximately $366 million in client assets, offering comprehensive financial planning, consulting, and investment management to individuals, high-net-worth clients, and institutional entities. The firm employs a range of investment strategies based on fundamental, technical, and cyclical analysis and generally serves clients on a discretionary basis with periodic account reviews.

William Scorpio is a financial advisor at Diamond Client Group, LLC, holding a Series 65 designation. He has been with the firm since 2026 and is based in Fair Oaks Ranch, Texas. Prior to joining Diamond Client Group, he was retired from 2014 to 2026. Diamond Client Group provides advisory services to individual and high-net-worth clients as well as business entities, offering discretionary portfolio management, sub-advisor selection, alternative investment sourcing, and both project-based and ongoing financial planning. The firm’s investment approach combines fundamental analysis, modern portfolio theory, and technical analysis, typically favoring long-term strategies.

Sean Cannady is a financial advisor at Martin Capital Advisors, LLP in San Antonio, TX, holding a Series 65 designation. He has professional experience spanning roles at firms including Deloitte and Resilient Global LLC. Martin Capital Advisors, LLP manages investment portfolios for high-net-worth individuals, trusts, estates, charitable organizations, and business clients, emphasizing a long-term, asset-allocation-driven approach. The firm offers several portfolio types and employs diverse instruments, including equities, fixed income, mutual funds, ETFs, options, and warrants, with options hedging available in multiple mandates.

Matthew Nerz is a CFA® charterholder and holds a Series 66 license with seven years of industry experience. He currently works with Titleist Asset Management, LLC and Titleist Capital, LLC since 2026 and is also the managing partner of The XPO Partners, LLC, an accounting and tax firm. His career includes prior roles at Park Avenue Securities and Guardian Life Insurance Company. Titleist Asset Management, LLC provides investment advice to individuals, trusts, estates, charitable organizations, and corporate retirement plans. The firm offers customized investment programs managed through a rules-based Total Return framework and delivers services including discretionary portfolio management, financial planning, and retirement plan consulting.

Laura Cantu is a financial advisor at Sendero Wealth Management, LLC with a Series 65 credential and experience spanning several roles since 2015, including positions at Merrill Lynch and Aspiriant. She joined Sendero Wealth Management in 2024. Prior to her advisory career, she held roles at eBay and the University of Texas at San Antonio. Sendero Wealth Management is a partner-led registered investment adviser serving high net worth individuals, families, endowments, and institutions, generally focusing on clients with $3 million or more in investable assets. The firm employs an open-architecture investment approach combining strategic asset allocation, active and passive strategies, and alternative investments, supported by ongoing manager due diligence and a sub-advisor program.

Justin Wagner is a financial advisor at Titleist Asset Management, LLC in San Antonio, TX, with nine years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Ameriprise Financial Services LLC, Oakmont Group, Equitable Advisors, and Axa Advisors. Outside of his advisory work, Wagner owns a consulting business, Justin Wagner Inc. Titleist Asset Management provides investment advice to individuals, trusts, estates, charitable organizations, and corporate retirement plans. The firm offers customized investment programs using a rules-based Total Return framework and a range of portfolio allocation strategies, supported by an investment committee and affiliated tax and accounting services.

Savannah Forster is a financial advisor with Strategic Financial Concepts, LLC in San Antonio, TX. She holds a Series 66 designation and has seven years of industry experience. Her prior roles include positions at LPL Financial, Wells Fargo Clearing, and First Command Financial Planning. Strategic Financial Concepts, LLC provides personalized investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm offers comprehensive financial planning and discretionary investment management using model portfolios, third-party managers, and a range of securities, integrating insurance-related activities and multiple LPL program offerings.

Scott Rhiger is a financial advisor with USAA Investment Services Company, holding Series 63 and Series 65 licenses and 28 years of industry experience. He has worked within various USAA entities since 2007, including USAA Financial Advisors, Inc., USAA Financial Planning Services, and USAA Life Insurance Company. USAA Investment Services Company provides retirement-focused advice and referral services primarily to USAA members and the general public. The firm emphasizes retirement income planning and refers clients to Charles Schwab for investment products and account management.

George Wheelock is a financial advisor with USAA Investment Services Company, holding Series 66 and Series 63 licenses and 12 years of industry experience. He has worked within various USAA entities since 2014, including USAA Life Insurance Company. USAA Investment Services Company provides retirement-focused advice and referral services to USAA members and individual investors, primarily through phone and digital channels, offering Retirement Income Strategy reports and facilitating referrals rather than managing client assets directly.

David Smidebush is a financial advisor at Titleist Asset Management, LLC with five years of industry experience. He holds a Series 65 designation. Prior to his current role, he worked at Escort Radar / Cedar Electronics for eleven years. Titleist Asset Management serves individuals, trusts, estates, charitable organizations, and corporate retirement plans, offering discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a rules-based Total Return framework and customizes investment programs by portfolio allocation strategy, overseen by an investment committee.

Jeffrey Wurn is a financial advisor with USAA Investment Services Company, holding Series 63 and Series 65 licenses and possessing 21 years of industry experience. He has worked with various USAA entities since 2007, including USAA Financial Advisors, Inc. and USAA Investment Services Company. USAA Investment Services Company provides retirement-focused advice and referral services primarily to USAA members and individual investors through phone and digital channels. The firm delivers Retirement Income Strategy Reports and facilitates referrals to third-party broker-dealers and advisers rather than managing client assets directly.

Steven Romano is a financial advisor with Strategic Financial Concepts, LLC in Edmond, Oklahoma. He holds Series 63 and Series 65 licenses and has 36 years of industry experience. Prior to joining Strategic Financial Concepts in 2016, he has worked with LPL Financial since 2006. Outside of his advisory work, Romano teaches a class at a church affiliated with the Ron Blue Institute. Strategic Financial Concepts provides personalized investment advisory and financial planning services to individuals, high-net-worth households, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm offers discretionary portfolio management using fundamental and technical analysis, model portfolios, and third-party manager solutions, often integrating financial planning with investment management.

Regina Breque is a financial advisor at USAA Investment Services Company with 18 years of industry experience. She holds a Series 63 designation and has worked at various USAA-affiliated entities since 2014, including USAA Life Insurance Company and USAA Financial Planning Services. USAA Investment Services Company provides retirement-focused advice and referral services primarily to USAA members and the general public. The firm delivers a Retirement Income Strategy Report to support client discussions and refers investors to Charles Schwab for investment products and account services.

Theodore Burkhart is a financial advisor with Cary Street Partners in San Antonio, TX, holding a Series 63 designation and over 54 years of industry experience. His career includes roles at Cary Street Partners since 2013, Riverstone Wealth Management from 2009 to 2013, and UBS Financial Services from 2002 to 2009. Outside of advising, he owns and operates a daycare center and is involved in consulting for church capital campaigns. Cary Street Partners provides investment advisory and financial planning services to individuals, retirement plans, trusts, corporations, and institutional clients. The firm employs a broad range of investment options and proprietary strategies, serving various client types including state and municipal government entities and insurance companies.

Christopher Mc Neil is a financial advisor at Maridea Wealth Management with nine years of industry experience. He holds a Series 66 designation and has worked at firms including Private Client Services, VitalStone Financial, and Mass Mutual Investors Services. Outside of financial advising, he serves as a part-time physician with Greater San Antonio Emergency Physicians. Maridea Wealth Management serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, managing nearly $2 billion in assets through a 33-advisor team. The firm adopts a tax-aware investment approach utilizing low-cost mutual funds and ETFs, supplemented by AI tools under human oversight.

Richard Davies is a financial advisor with Sendero Wealth Management, LLC in San Antonio, TX, holding Series 65 and Series 66 licenses and bringing 16 years of industry experience. His career includes five years at Waddell & Reed before joining Sendero, where he has worked since 2015. Sendero Wealth Management offers comprehensive wealth management and investment advisory services primarily to high-net-worth individuals, multi-generational families, and select institutions, focusing on clients with $3 million or more in investable assets. The firm employs a structured guidance process and customized investment policy statements, using a mix of active and passive strategies and a detailed due diligence program for third-party managers.

Richard Edgett is a financial advisor at Strategic Financial Concepts, LLC with three years of industry experience. He holds a Series 66 designation and has worked at firms including LPL Financial, Victory Capital Management, Edward Jones, Merrill Lynch, and Simmons Bank. Outside of finance, he operates Texas Range Meats, a small business focused on dehydrated meats and spices. Strategic Financial Concepts provides personalized investment advisory and financial planning services to individuals, plans, trusts, charitable organizations, and businesses. The firm offers discretionary investment management using model portfolios and third-party managers, combining fundamental and technical analysis across various securities, and has a notable focus on insurance-related activities within its multi-team structure.

Mary Stork is a CFP® professional with 25 years of experience in the financial services industry. She has been with USAA Investment Services Company since 2018 and previously worked with multiple USAA-affiliated entities. Stork serves on several nonprofit boards, including the USAA Foundation Board of Governors, the Military Child Education Coalition, and the National Equine Institute of Growth through Healing, contributing to financial literacy and community support initiatives. USAA Investment Services Company provides retirement-focused advice and referral services primarily to USAA members. The firm offers a Retirement Income Strategy Report and refers clients to Charles Schwab for investment products, operating as a referral and retirement-advice intermediary rather than a portfolio manager.