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.

Ernesto Aguilar is a financial advisor at Broadway Wealth Solutions with 18 years of industry experience. He holds Series 66 and Series 63 licenses and has worked at firms including J.P. Morgan Securities and BBVA Wealth Solutions. Broadway Wealth Solutions provides discretionary and non-discretionary investment management and integrated financial planning to individuals, retirement investors, trusts, estates, charitable organizations, and businesses. The firm focuses on strategic asset allocation with tactical adjustments and employs customized portfolios that include mutual funds, individual securities, and cash positions.

Jonathon Fitz Simon is a financial advisor with PAX Financial Group in San Antonio, TX, holding a Series 65 designation and four years of industry experience. He has been with PAX Financial Group since 2017 and previously worked at First Responders Moving from 2015 to 2017. PAX Financial Group provides advisory services to individuals, high-net-worth clients, small businesses, corporations, and their retirement plans. The firm employs a team-based investment approach overseen by an Investment Committee, utilizing traditional academic frameworks and incorporating values-based ETF selections alongside other strategies such as covered-call writing and limited derivative use.

Khristopher Torres is a financial advisor with RiversEdge Advisors in San Antonio, TX, holding Series 63 and Series 65 credentials and nine years of industry experience. His prior roles include positions at Titleist Asset Management, AllianceBernstein Investments, USAA Financial Advisors, and Citigroup. RiversEdge Advisors serves a broad client base including individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm offers discretionary and non-discretionary investment management, financial planning, and retirement-plan advisory, using a modern portfolio theory approach with strategic asset allocations primarily built with ETFs.

Kyle Hittle is a financial advisor at SWBC Investment Company with two years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at SWBC Professional Employer Organization and Club Ourense Baloncesto. 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 roughly $256 million in discretionary assets through a team of advisors and offers portfolio management, financial planning, and a wrap fee program.

Juan Chavez Jr. is a CFP® professional with nine years of industry experience, currently serving as a financial advisor at TLWM Financial in San Antonio, TX. His prior experience includes roles at LPL Financial, Charles Schwab, Merrill Lynch, Bank of America, USAA, and JPMorgan Securities. TLWM Financial provides asset management, financial planning, and consulting services to individuals, trusts, estates, and business entities, offering discretionary portfolio management and participation in multiple LPL Financial–sponsored programs. The firm constructs portfolios using a variety of investment vehicles and emphasizes continuous supervision with regular portfolio reviews.

Clifford Burch is a financial advisor with McNally Financial Services Corporation in San Antonio, TX, holding Series 63 and Series 65 designations and 44 years of industry experience. He has worked at McNally Financial Services since 2017 and previously spent 10 years at Investment Professionals, Inc. McNally Financial Services Corporation provides financial planning and portfolio management to individuals and small businesses, serving both non-high-net-worth and high-net-worth clients. The firm employs fundamental analysis to build diversified portfolios across various asset classes and also offers brokerage and insurance services.

Harlee Holcomb is a Series 65-licensed financial advisor at Broadway Wealth Solutions with two years of industry experience. Prior to joining Broadway Wealth Solutions, Holcomb worked at Broadway National Bank for four years. Broadway Wealth Solutions provides investment management and financial planning services to individuals, retirement investors, trusts, estates, charitable organizations, and businesses. The firm employs a strategic asset allocation approach with tactical adjustments and offers specialized strategies such as direct indexing through an affiliated sub-advisor.

Sabrina Brown is a financial advisor with Reliance Wealth Management in San Antonio, TX, holding a Series 65 designation and five years of industry experience. She has worked at S&D Financial, Coppell Advisory Solutions, Visionary Wealth Management, and Gibbs Wealth Management. Outside the financial sector, she owns and operates B&S Performance and Tuning LLC, an automotive tuning business. Reliance Wealth Management serves individuals, families, and institutions, offering discretionary investment management and financial planning with a focus on a top-down macro-environmental investment approach that incorporates tactical asset allocation and a range of investment products including mutual funds, ETFs, equities, bonds, structured notes, and alternative investments.

Christopher Phillips is a financial advisor at Martin Capital Advisors, LLP with eight years of industry experience. He holds a Series 65 designation and has been with Martin Capital Advisors since 2017. Additionally, he has been affiliated with Defense Acquisition University since 2015 and has maintained self-employment activities since 1988. Martin Capital Advisors serves high-net-worth individuals, trusts, estates, charitable organizations, and businesses by providing discretionary portfolio management and financial planning without additional fees. The firm emphasizes long-term returns primarily through asset allocation and offers both active and passive investment strategies, including options-based hedging within several portfolio types.

Ned Emmons is a financial advisor at M. E. Allison & Co., Inc. in San Antonio, TX, holding Series 63 and Series 65 licenses with 49 years of industry experience. He has been with M.E. Allison & Co., Inc. since 2015. Outside of his advisory work, he is involved in buying and selling AR-15 rifle parts at local gun shows. M.E. Allison & Co., Inc. serves individuals, trusts, corporations, and nonprofit organizations with portfolio management, financial planning, and 401(k) consulting. The firm combines manager selection with in-house portfolio models and offers both discretionary and non-discretionary services, operating as both a registered broker-dealer and SEC-registered investment adviser.

Michael Ryan Jr. is a financial advisor with Broadway Wealth Solutions in San Antonio, TX, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. His prior roles include positions at Redwood Credit Union, CUSO Financial Services, Bank of America, and Merrill. Broadway Wealth Solutions provides discretionary and non-discretionary investment management and integrated financial planning to individuals, retirement investors, trusts, estates, charitable organizations, and businesses. The firm employs a strategic asset allocation approach with tactical adjustments and offers specialized services such as direct indexing through a sub-advisor relationship with First Trust Advisors LP.