Russell Franques is a financial advisor at Titleist Asset Management, LLC with four years of industry experience. He holds a Series 65 designation and has prior experience at LEVEL FOUR ADVISORY SERVICES, LLC and Highpoint Wealth Advisors, LLC, where he is also a partner. Before his advisory roles, he worked at Texas A&M University - Corpus Christi for five years. Titleist Asset Management provides investment management, financial planning, and retirement-plan advisory services to a diverse client base that includes high-net-worth individuals, trusts, and charitable organizations. The firm employs a Rules Based Investing Total Return System and offers customized portfolios overseen by an investment committee.

Reagan Wagner is a financial advisor at Strategic Financial Concepts, LLC with 24 years of industry experience. He has held roles at multiple firms, including LPL Financial and Pinnacle Capital Management. Outside of his advisory work, Wagner serves on the boards of both for-profit entities such as Lytle State Bank and A&B Family Office, Inc., as well as the nonprofit Sports Academy of Wellington. Strategic Financial Concepts provides personalized investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth households, retirement plans, trusts, charitable organizations, and corporations. The firm employs a combination of fundamental and technical analysis, model portfolios, and third-party manager solutions, offering continuous discretionary management and integrated financial planning.

David Shields is a financial advisor with Wealth Watch Advisors, Inc in San Antonio, TX, holding a Series 65 designation and nine years of industry experience. He has worked with Wealth Watch Partners, Inc since 2019 and Wealth Watch Advisors, LLC since 2015, and previously spent 12 years at Wealthmark Advisors, Inc. In addition to advisory services, he is an independent insurance agent and owner at Wealth Watch Partners, Inc. Wealth Watch Advisors provides advisory services to a diverse client base, including individuals, pension plans, trusts, estates, charitable organizations, corporations, and other registered investment advisers. The firm employs a multi-method investment approach managed through third-party model managers and offers private placements to accredited investors.

Lee Przybyla is a CFP® professional with 17 years of industry experience. He is currently with Sendero Wealth Management, LLC in San Antonio, TX, where he has worked since 2023. Prior to this, he held roles at Facet Wealth, Broadway Wealth Solutions, Broadway National Bank, and USAA financial planning services. Sendero Wealth Management provides investment advice and comprehensive wealth management services to high-net-worth individuals, multi-generational families, and select institutions. The firm focuses on clients with $3 million or more in investable assets and employs a structured guidance process with a blend of active and passive strategies, emphasizing complex wealth needs and alternative investments.

Caroline Satel is a financial advisor at 1900 Wealth in San Antonio, TX, holding Series 63 and Series 65 licenses with three years of industry experience. Her prior roles include positions at IFA Paris and Purshe Kaplan Sterling Investments, Inc. 1900 Wealth serves a diverse client base including individuals, family offices, pension plans, and corporations, offering financial planning, consulting, and investment management services. The firm focuses on strategic asset allocation and uses low-cost ETFs and mutual funds to build long-term, diversified portfolios tailored to clients’ objectives.

William Alford is a financial advisor at Titleist Asset Management, LLC with nine years of industry experience. He holds a Series 66 designation and has previously worked at firms including World Investment Advisors, Fidelity Investments, and JP Morgan Securities. Outside of his advisory role, he is involved in insurance sales through Bill Alford Insurance Services. Titleist Asset Management provides investment management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, employee plans, and charitable organizations. The firm uses a Rules Based Investing Total Return System and offers customized portfolios overseen by an investment committee, integrating a range of strategies and access to affiliated brokerage and insurance services.

Elizabeth Buckthal Chilton is a CFA® charterholder with 11 years of industry experience. She has been with Sendero Wealth Management, LLC since 2014 and is currently an equity owner of Sendero Family Office, LLC, where she contributes to operational and administrative management for a high-net-worth family office. Sendero Wealth Management provides comprehensive wealth management and investment advisory services primarily to high-net-worth individuals, multi-generational families, and select institutions. The firm employs a structured investment process combining active and passive strategies, focusing on complex, multi-generational wealth needs and offering specialized programs such as women’s wealth initiatives.

Willis Fawcett IV is a financial advisor at Titleist Asset Management, LLC with nine years of industry experience. He has held roles at Titleist Capital, MML Investors Services, and Joe W. Fly Company. Outside of his advisory work, he is the owner of Vista Entera Consulting, LLC, a consulting services firm. 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 to client objectives using a range of allocation strategies and employs a rules-based investing system supplemented by various investment products and affiliated services.

Ian Bradley is a financial advisor at Foundations Investment Advisors LLC with two years of industry experience. He holds a Series 66 designation and previously worked at Texas Financial Advisory, Edward Jones, and USAA. Outside of his advisory role, he is also involved with Magellan Insurance, where he provides insurance and annuity solutions to retail clients. Foundations Investment Advisors, LLC provides financial planning and portfolio management services to individual and high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm uses a combination of fundamental, technical, and cyclical analysis and employs model portfolios with an asymmetric rebalancing approach.

Jake Carlyle is a financial advisor at Sendero Wealth Management, LLC in San Antonio, TX, holding a Series 65 designation with one year of industry experience. Prior to joining Sendero, he worked at Institutional Shareholder Services for three years. Sendero Wealth Management provides investment advice and comprehensive wealth management services primarily to high-net-worth individuals, multi-generational families, and select institutions, typically serving clients with $3 million or more in investable assets. The firm follows a structured guidance process and employs a mix of active and passive strategies with a due-diligence focus on third-party managers.

Mark Hogan is a CFP® with 38 years of industry experience, currently serving at Snowden Capital Advisors LLC since 2018. He previously held roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory work, Hogan serves as Chairman of the Executive Board for the Southern Baptist of Texas Convention, Chair of the Board for Encourage Global, and is a member of the Board of Directors for Prescient, a medical services company focused on DNA and gene splitting patents. Snowden Capital Advisors LLC serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and institutional clients, offering discretionary and non-discretionary portfolio management, investment consulting, and financial and estate planning. The firm combines multi-team scale with institutional capabilities and a broad use of third-party managers and global custodian platforms.

Emanuel Gonzalez is a CFP®-designated financial advisor at SageSpring Wealth Partners with 14 years of industry experience. His prior work includes roles at Raymond James Financial Services and Le-Vel. Gonzalez leads his own wealth management teams operating under Southwestern Investment Group. SageSpring Wealth Partners serves a diverse client base ranging from individual households to institutional and plan sponsors. The firm offers tailored investment management and consulting services, combining fundamental and technical analysis, and access to third-party managers and platform programs.

Stephen Hernandez is a financial advisor at 1900 Wealth with a Series 65 designation and one year of industry experience. Prior to joining 1900 Wealth, he worked at Platform Science and Trimble, and spent seven years at Oracle. Outside of his financial advisory role, Hernandez serves as an elder and director at Redeemer Bible Church of San Antonio, where he is involved in preaching, teaching, church leadership, and managing the church’s finances. 1900 Wealth serves a diverse client base, including individuals, family offices, pension and profit-sharing plans, trusts, estates, and corporations. The firm focuses on strategic asset allocation using low-cost ETFs and mutual funds to build diversified portfolios tailored to clients’ goals, and also offers family office services along with management of affiliated pooled investment vehicles.

Ariel Palomo is a financial advisor with Sendero Wealth Management, LLC, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. His professional background includes roles at Merrill Lynch and Bank of America. Outside of his advisory work, he is an equity owner in a cargo transportation business based in San Antonio. Sendero Wealth Management is a partner-led registered investment adviser serving high net worth individuals, families, endowments, and institutions, typically those with $3 million or more in investable assets. The firm employs an open-architecture investment approach that combines strategic asset allocation with active, passive, alternative, and private investments, supported by ongoing manager due diligence and a sub-advisor program.

Jacob Allison is a financial advisor at 1900 Wealth in San Antonio, TX, holding a Series 65 credential. He has been active in the financial industry since 2024, with prior experience at Northwestern Mutual and KE Andrews. Allison’s background includes several roles outside finance, including positions at Texas A&M University and Westwood Country Club. 1900 Wealth provides financial planning, consulting, and investment management services to individuals, family offices, pension and profit-sharing plans, trusts, estates, and corporations. The firm emphasizes strategic asset allocation using low-cost ETFs and mutual funds to build diversified, long-term portfolios tailored to clients’ goals and risk tolerance.

Nicholas Rodriguez is a CFP® professional with two years of industry experience. He currently works at Merit Financial Advisors in San Antonio, TX, and has previously been employed at several firms including Purshe Kaplan Sterling Investments and Commonwealth Financial Network. Outside of financial advising, he operates a pressure washing business. Merit Financial Advisors is a multi-team registered investment adviser with over 260 advisors serving more than 20,000 clients across 66 offices. The firm offers coordinated wealth-management services and employs a long-term, diversified investment approach overseen by an internal Investment Management team and Investment Committee.

Michael Walters is a CFP® with eight years of industry experience, currently serving as a financial advisor at Prosperitas Financial, LLC. His prior roles include positions at SWBC Investment Services and Teamwork Financial Advisors. In addition to his advisory work, he is licensed to educate clients on Medicare Advantage and Supplemental Plans. Prosperitas Financial, LLC is a multi-team registered investment adviser managing over $800 million for nearly 1,750 clients. The firm provides asset management, financial planning, and retirement consulting for individuals, trusts, pension plans, and businesses, using a diversified approach that includes individual securities and third-party managers.

Rodrigo Lopez Carrillo is a financial advisor at Sendero Wealth Management, LLC with seven years of industry experience. He holds a Series 65 designation and has worked at Sendero Wealth Management since 2017, with prior experience at Rackspace Hosting Inc. and St. Mary’s University. Sendero Wealth Management provides wealth management and investment advisory services primarily to high-net-worth individuals, multi-generational families, and select institutions. The firm employs a structured investment approach combining active and passive strategies, focusing on complex wealth needs and offering access to both public and private investment opportunities.

Mary Romanczuk is a financial advisor at 1900 Wealth with Series 65 and Series 63 registrations and four years of industry experience. Prior to joining 1900 Wealth in 2025, she worked at Piper Sandler & Co. from 2021 to 2025 and held positions at the University of Texas at Austin and KCIC. 1900 Wealth serves individuals, family offices, pension and profit-sharing plans, trusts, estates, corporations, and other entities with financial planning, consulting, and investment management. The firm emphasizes strategic asset allocation using low-cost ETFs and mutual funds to create diversified portfolios tailored to clients’ goals and risk tolerance.

Lara Sterns is a financial advisor at Snowden Capital Advisors LLC with 38 years of industry experience. She holds a Series 63 designation and has previously worked at Snowden Lane Partners, Wells Fargo Clearing, and Wells Fargo Advisors LLC. Based in San Antonio, TX, she has worked in the financial services industry since 1986. 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, third-party manager selection, and financial and estate planning, utilizing a range of investment tools and programs while maintaining oversight of both internal and external assets.