Roger Stukkie is a financial advisor at PAX Financial Group in San Antonio, TX, holding CFP® and ChFC® designations with 16 years of industry experience. His prior roles include positions at Champion Group, Inc., Pontem LLC, and Waddell & Reed, Inc. He serves as Board Member and Treasurer of Ransomed Life, a nonprofit focused on supporting exploited youth. PAX Financial Group advises individuals, high-net-worth clients, small businesses, and corporations, offering investment management, financial planning, retirement plan consulting, and a Business PIVOT exit-planning service. The firm employs a diversified, long-term investment approach grounded in traditional academic theories and includes options aligned with conservative and Christian values.

Kurt Josten is a financial advisor with Alterna Wealth Management, Inc. in San Antonio, TX, holding a Series 66 designation and 27 years of industry experience. He has been affiliated with Actinver Securities, Inc. since 2015 and Actinver Wealth Management, Inc. since 2009. Alterna Wealth Management provides investment advisory and portfolio management services to individuals, high-net-worth clients, trusts, estates, institutions, charitable organizations, and offshore trusts. The firm manages approximately $1.2 billion across discretionary and non-discretionary accounts, employing a global, diversification-focused investment approach that incorporates quantitative analysis, technical methods, and third-party research.

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 63 and Series 65 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, with a client base primarily concentrated in Latin America, especially Mexican citizens. The firm emphasizes a disciplined, client-tailored investment process focused on global diversification and dynamic strategies.

Monica Cervantes is a Series 65 licensed financial advisor at PAX Financial Group with five years of industry experience. She previously worked at Brent Forrest & Associates and Haynie & Co. Monica serves on the Financial Planning Association of San Antonio & South Texas Chapter Board and is involved with several nonprofit organizations, including Guardian House and Transplants for Children. PAX Financial Group provides investment management, financial planning, and retirement consulting services to individuals, high-net-worth clients, small businesses, and corporations. The firm employs a traditional academic investment philosophy with diversified, long-term portfolios and offers options including conservative and Christian values-based ETFs.

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.

Paul Martin is a financial advisor with Martin Capital Advisors, LLP in San Antonio, TX, holding 26 years of industry experience. He has been with Martin Capital Advisors since 1989. Outside of his advisory role, he is a general partner in Transformative Technologies, LLC, focusing on investments in startup technologies. Martin Capital Advisors manages portfolios for high-net-worth individuals, trusts, estates, charitable organizations, and businesses, offering discretionary portfolio management along with financial planning at no additional fee. The firm emphasizes long-term returns driven primarily by asset allocation and employs both active and passive strategies, including options-based hedging in select portfolios.

Jared Russell is a financial advisor at TRADEway with eight years of industry experience and holds a Series 65 designation. He operates a Christmas light installation business and contracts with a retail fireworks store outside of his advisory role. TRADEway serves individual and high-net-worth clients through a combination of education, coaching, and advisory services, including subscription-based research tools and model investment portfolios. The firm’s approach integrates fundamental analysis, technical analysis, and market tone, offering both short-term trading strategies and longer-term model allocations.

Cassandra Mastromarino is a financial advisor at Saltbox Financial LLC with seven years of industry experience. She holds a Series 66 designation and has previously worked at JPMorgan Chase Bank, J.P. Morgan Securities, Family First Life, and Edward Jones. Saltbox Financial LLC offers financial planning, investment advisory, and portfolio management services to individuals, families, and select charitable organizations. The firm emphasizes customized portfolios, direct manager engagement, and incorporates socially responsible and impact-oriented strategies alongside comprehensive wealth management and tax-preparation services.

Jorge Haddad Mestre is a financial advisor at TLWM Financial in San Antonio, TX, holding a Series 66 designation with eight years of industry experience. He previously worked at AllianceBernstein Investments, Inc. for nine years and spent four years at Trinity University. TLWM Financial provides discretionary asset management, financial planning, and consulting services for individuals, high-net-worth clients, trusts, estates, and business entities. The firm offers tailored portfolios and ongoing supervision using a combination of fundamental and technical analysis, with services delivered through multiple LPL-sponsored programs.

Daniel King is a CFP® with three years of industry experience, currently serving as a financial advisor at S Harris Financial Group, LLC. He previously worked at Raymond James Financial Services in multiple roles and has involvement with Indian Z Stone Ranch, LLC. Outside of his advisory work, he is also active as an insurance agent. S Harris Financial Group is an SEC-registered advisory firm that serves individual, high-net-worth clients, and retirement plans. The firm offers discretionary investment management, comprehensive wealth management, and specialized services such as Certified Divorce Financial Analysis and retirement plan education, combining fundamental and technical analysis in its primarily long-term investment approach.

Stephanie Flores is a financial advisor with SWBC Investment Company in San Antonio, TX, holding Series 63 and Series 65 credentials and 18 years of industry experience. Her prior roles include positions at CitiGroup, Frost Brokerage Services, and USAA Investment Management Company. SWBC Investment Company provides investment advisory and financial planning services to individuals, including high-net-worth clients, as well as institutional clients. The firm manages discretionary portfolios through internal managers, third-party sub-advisers, and model portfolios, and offers customized investment approaches such as ESG screens and client-directed restrictions.

Charles Anderson III is a financial advisor at Verity Investment Partners with 18 years of industry experience. He holds a Series 65 designation and has worked with Verity since 2009. In addition to his advisory role, Anderson serves as an executive chairman for Cityvet, LLC, a veterinary care company, and is a board member at Goodside Health. Verity Investment Partners is a 12-advisor team managing approximately $1.4 billion in assets, offering discretionary investment management, financial planning, and family office consulting to individuals, retirement plans, trusts, estates, charitable organizations, and businesses. The firm emphasizes client suitability with strategies focused on dividend-paying equities and combines institutional custody with distinctive public communications.