James Pettus III is a financial advisor with M. E. Allison & Co., Inc., holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. Before joining M. E. Allison & Co. in 2012, he worked for The Trust Company, NA for 20 years. He is the managing partner of a family business, La Rucia Ranch, Inc., and serves on the board of Mestena LLC, a family oil and gas company. M. E. Allison & Co., Inc. serves individuals, trusts and estates, bank trust departments, corporations, and retirement plans with discretionary and non-discretionary portfolio management, financial planning, and 401(k) consulting. The firm manages approximately $287 million in client assets and employs a mix of in-house models and third-party sub-advisers to implement client portfolios.

Kyte Mc Donald is a Series 65-credentialed advisor at Oakwell Private Wealth Management in New Braunfels, TX. Mc Donald has one year of industry experience and has been with Oakwell since 2025. Prior to joining Oakwell, Mc Donald worked for D-Bat from 2024 to 2026 and was unemployed from 2016 to 2024. Oakwell Private Wealth Management serves individuals, high-net-worth clients, pension and profit-sharing plans, and corporate accounts, offering investment supervisory services, financial planning, and access to various investment products. The firm typically operates on a discretionary basis, utilizing fundamental, technical, and cyclical analysis, and implements strategies including long- and short-term trading and covered-call option writing.

Leslie Lammers is a CFA charterholder with 24 years of industry experience, currently serving as an advisor at Riverstone Advisors, LLC since 2004. Based in New Braunfels, TX, he holds Series 63 and Series 65 licenses and has worked exclusively at Riverstone Advisors during his career. Riverstone Advisors is a fee-only, SEC-registered investment adviser providing discretionary wealth management, investment consulting, and family office–style services to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a combination of fundamental and technical analysis with a long-term focus, managing approximately $390 million in assets for around 153 clients.

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.

Shawn Peters is a financial advisor at Christian Financial Advisors in New Braunfels, TX, with 10 years of industry experience. He holds Series 65 and Series 66 credentials and has worked at Christian Financial Advisors since 2020. Outside of financial advising, he is the owner of Odin Creative, a marketing services business he has managed since 2015. Christian Financial Advisors offers discretionary portfolio management, financial planning, and retirement-plan advisory services to individuals, trusts, charitable organizations, and corporate clients. The firm employs a long-term, fundamentals-driven investment approach with a Biblically Responsible Investing overlay and serves clients through a team-based model.

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.

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.

Taylor Wilcox is a Series 65-credentialed advisor at Astoria Strategic Wealth, Inc., with three years of industry experience. Prior to joining Astoria Strategic Wealth, he has worked in healthcare roles at Houston Methodist Hospital, CHI Baylor St. Luke's Hospital, and Mayo Clinic Hospital. He continues to work as a registered nurse on a PRN basis at Houston Methodist Hospital. Astoria Strategic Wealth provides financial planning and investment management to individuals, charitable organizations, private businesses, and retirement plans. The firm uses a tiered service model and centers its investment approach on asset allocation with ETFs and mutual funds, supported by fundamental and quantitative analysis.

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.