Kelly Lesnick is a financial advisor at First Heartland Consultants, Inc. with 12 years of industry experience. He holds the Series 66 designation and has been with First Heartland Capital Inc since 2016. Outside of his advisory role, he serves with the Wright-Paterson Officers "Spouses" Club (OSC). First Heartland Consultants provides investment advisory and financial planning services to individuals, businesses, and retirement plan participants. The firm offers personalized asset management, third-party asset management services, and a model-based self-directed brokerage account program, utilizing a combination of fundamental, technical, and cyclical analysis alongside strategic and tactical asset allocation.

Christine Castillo is a financial advisor with USAA Investment Services Company in San Antonio, TX, holding a Series 66 designation and 21 years of industry experience. She has worked with USAA Investment Services Company since 2005 and has also been affiliated with USAA Financial Advisors, Inc. and USAA Life Insurance Company. Outside of her advisory role, she operates an online business selling handmade craft items and is involved in personal coaching, authoring, blogging, speaking, and podcasting. USAA Investment Services Company provides retirement-focused advice and referral services primarily to USAA members, offering a Retirement Income Strategy Report and referring clients to Charles Schwab for investment products and account services. The firm functions mainly as a retirement-advice intermediary rather than a portfolio manager.

William Coster is a financial advisor with Hilltop Securities Inc. in Boerne, TX, holding a Series 63 designation and having 36 years of industry experience. He has been with Hilltop Securities since 2009. Hilltop Securities Inc. provides brokerage, execution, clearing, custody, investment advisory, and retirement-plan consulting services to individuals, corporations, nonprofits, and institutional clients. The firm manages approximately $2.25 billion in assets and offers a range of portfolio management programs and retirement-plan fiduciary services through an open-architecture platform.

Scott Branson is a financial advisor at Titleist Asset Management, LLC with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Titleist Capital, LLC and Wells Fargo Clearing, among other firms. Outside of his advisory work, he has part ownership in an agricultural business, Promised Land Farm, where he manages contracts and crop proceeds. 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 based on client objectives and employs a Rules Based Investing Total Return System with various allocation strategies.

Keary Castleberry is a financial advisor at Snowden Capital Advisors LLC with 32 years of industry experience. He holds a Series 63 designation and has worked at Snowden Lane Partners since 2018, with previous roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Snowden Capital Advisors serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and institutional clients, offering portfolio management, investment consulting, and financial planning. The firm combines multi-team scale with institutional capabilities, utilizing customized model portfolios and third-party managers while serving a broad client base including governmental and ERISA clients.

Jamie Johnson is a financial advisor with Global View Capital Management LLC, holding a Series 66 credential and 11 years of industry experience. His prior work includes roles at Transamerica Financial Advisors, World Financial Group, and Cetera Advisors. Outside of his advisory work, he serves as treasurer for a local Business Networking International chapter and manages an insurance agency. Global View Capital Management provides discretionary investment management and financial planning to individuals, trusts, corporations, and retirement plans. The firm employs a quantitative, model-driven investment approach using algorithmic research and offers various managed account options including ETFs, SMAs, and third-party manager access.

Berry Burkhart is a financial advisor at Wealth Watch Advisors, Inc with eight years of industry experience. He holds a Series 65 designation and has worked at Wealth Watch Advisors since 2019. Burkhart is also president and owner of Burkhart, Peterson & Company, PLLC, a tax preparation and accounting firm. Wealth Watch Advisors serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other registered investment advisers. The firm employs a combination of quantitative, qualitative, and technical investment strategies and offers both discretionary and non-discretionary portfolio management, with a focus on approved third-party model managers.

Andrew Brawley III is a financial advisor at Titleist Asset Management, LLC with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Raymond James Financial and Rademacher Financial Inc. Outside of his advisory role, he owns Frozy's Shaved Ice, LLC and teaches a discipleship class for middle school students at Veritas Academy. He also serves on the finance committee of Bannockburn Church. Titleist Asset Management provides investment management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, qualified employee plans, charitable organizations, and businesses. The firm employs a Rules Based Investing Total Return System and offers a range of allocation strategies tailored to client objectives.

Christopher Chapa is a financial advisor with USAA Investment Services Company, holding Series 63 and Series 65 designations and 23 years of industry experience. He has worked across multiple USAA affiliates since 2007, including USAA Life Insurance Company and USAA Financial Planning Services. USAA Investment Services Company provides retirement-focused advice and referral services primarily through phone and digital channels to USAA members and individual investors. The firm offers a Retirement Income Strategy Report and facilitates referrals to third-party broker-dealers or advisers rather than managing client accounts directly.

Andrew Ullmann is a financial advisor with ON Investment Management CO, holding a ChFC® designation and Series 63 and 65 licenses, with 42 years of industry experience. He has held roles at The O.N. Equity Sales Company, Ohio National Financial Services, Mass Mutual Life Insurance, and Guardian Life Insurance Company. Outside of his advisory work, he owns Concord Financial Services, where he provides life and health insurance products and serves as a lecturer for CPA continuing education. ON Investment Management CO is a multi-team SEC-registered investment adviser serving individuals, families, trusts, estates, charitable organizations, businesses, and ERISA plan sponsors. The firm offers comprehensive financial planning, portfolio management, and retirement-plan advisory services through a combination of discretionary and non-discretionary programs and maintains a dual-registration model involving ongoing broker-dealer activity.

David Stahl is a financial advisor with USAA Investment Services Company, holding a Series 66 designation and 22 years of industry experience. He has worked in various roles within USAA-affiliated entities since 2006, including USAA Life Insurance Company and USAA Financial Advisors, Inc. USAA Investment Services Company provides retirement-focused advice and referral services to USAA members and the general public, specializing in retirement income planning and referring clients to Charles Schwab for investment products and account services.

Aubrey Bordovsky Jr. is a financial advisor with USAA Investment Services Company, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He has worked extensively within the USAA organization, including roles at 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 offers a Retirement Income Strategy Report to support retirement planning conversations and refers clients to Charles Schwab for investment products and account services.

Joshua Hogan is a financial advisor at Snowden Capital Advisors LLC with 10 years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Clearing and Wells Fargo Advisors. Hogan has been with Snowden Lane Partners since 2018. 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, utilizing customized model portfolios and third-party managers while maintaining overall client oversight.

Kenneth Marriott is an investment adviser representative with Maridea Wealth Management and holds a Series 66 designation. He has seven years of experience in the financial industry and has worked with firms including VitalStone Financial, Private Client Services, and MML Investors Services. Outside of his advisory role, Mr. Marriott serves as an emergency physician and associate professor at UT Health San Antonio and is involved with a startup developing a medical app to improve pregnancy outcomes, where he serves on the board and advises on medical algorithms. Maridea Wealth Management provides discretionary investment management, financial planning, and business-oriented services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm operates as a fiduciary, emphasizing long-term portfolio construction using fundamental analysis and modern portfolio theory, with continuous account monitoring and formal annual reviews.

Roger Sawtelle is a financial advisor at Avior Wealth Management, LLC with 10 years of industry experience. He holds the ChFC® designation and Series 63 license. His prior roles include positions at Nelson Van Denburg & Campbell Wealth Management Group, LLC and Sawtelle Financial Management, LLC. Avior Wealth Management is an SEC-registered enterprise adviser managing over $5 billion in client assets with approximately 120 financial professionals. The firm serves individuals, pension and retirement plans, charitable and corporate entities, and banking institutions, offering discretionary and non-discretionary investment management, financial planning, and business consulting.

Adam Eisenhauer is a financial advisor at Titleist Asset Management, LLC with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at CapFinancial Securities LLC, CapFinancial Partners LLC (CAPTRUST), and several other firms since 2011. Outside of his advisory role, he serves on the boards of local nonprofits, including the Landa Gardens Conservancy and Hemisfair Conservancy, and is a managing member of Hammerhead Ventures, which invests in privately held companies. 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.

Marcus La Guardia is a CFP® professional with 24 years of experience in the financial services industry. He has worked at various USAA entities since 2009, including USAA Investment Services Company, USAA Life Insurance Company, USAA Investment Management Company, and USAA Financial Planning Services. He is based in San Antonio, TX, and holds Series 63 and Series 65 licenses. USAA Investment Services Company provides retirement-focused advice and referral services to USAA members and the general public. The firm offers a Retirement Income Strategy Report to facilitate retirement planning discussions and refers clients to Charles Schwab for investment products and account services, operating primarily as a referral and advisory intermediary rather than a portfolio manager.

Joseph Robertson is an investment advisor representative with Maridea Wealth Management in Shavano Park, TX, holding Series 63 and Series 65 licenses. He has three years of industry experience, including prior roles at Morgan Stanley and E*TRADE Securities. Outside of his advisory work, he has a diverse background that includes teaching positions and various roles in the service industry. Maridea Wealth Management serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, providing discretionary investment management, financial planning, and business-oriented services such as outsourced CFO support. The firm operates as a fiduciary, focusing on personalized, long-term portfolio construction using fundamental analysis and modern portfolio theory.

Jason Odette is a CFP® professional with 29 years of experience in financial advisory roles. He currently serves as an Investment Advisor Representative at Maridea Wealth Management and is also registered with Private Client Services, LLC. In addition to his advisory work, Mr. Odette is a licensed insurance agent involved with Maridea Insurance Company, LLC. Maridea Wealth Management serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans by providing discretionary investment management, financial planning, and business-oriented services, including outsourced CFO support. The firm operates as a fiduciary and employs a long-term, personalized approach to portfolio construction, utilizing diversified mutual funds, ETFs, and other investment vehicles as appropriate.

Jeff Whaling is a financial advisor at SageSpring Wealth Partners with seven years of industry experience. He holds a Series 66 designation and has worked previously at Raymond James Financial Services and Great American Opportunities. Whaling also serves as an independent contractor for the Whaling Wealth Team and assists clients with non-variable insurance through Vanbridge. SageSpring Wealth Partners serves individual and institutional clients, including high-net-worth households, retirement plans, banks, and sovereign wealth funds. The firm offers discretionary investment management, financial planning, and consulting with tailored portfolios that may include stocks, bonds, ETFs, alternative investments, and direct indexing, leveraging both fundamental and technical analysis.