Paul Marshall III is a financial advisor with SWBC Investment Company in San Antonio, TX, holding Series 63 and Series 65 licenses and having 21 years of industry experience. He has been with SWBC Investment Company and its affiliated entity, SWBC Investment Services, LLC, since 2015. Outside of his advisory role, he is an organizer for the St. Baldricks Foundation, a nonprofit focused on fundraising. SWBC Investment Company provides investment advisory services to individuals, including high-net-worth clients, banking and thrift institutions, charities, and pooled investment vehicles. The firm offers discretionary portfolio management, financial planning, sub-advisory services, and manages private investment funds with a focus on value-add real estate and private placements.

Angel Melgoza is a CFP®-certified financial advisor with 11 years of industry experience. He is currently with Financial Life Advisors, where he has worked since 2026, and has previously held roles at firms including YFP Planning, Origin Financial, and LPL Financial LLC. Melgoza holds Series 65 and Series 63 licenses. Financial Life Advisors is a seven-advisor team managing approximately $366 million in client assets. The firm offers comprehensive financial planning and investment management services to individuals, high-net-worth clients, and institutional entities, using a range of analysis techniques and discretionary portfolio management strategies.

Matthew Nerz is a CFA® charterholder and holds a Series 66 license with six years of industry experience. He is currently with Titleist Asset Management, LLC and has held roles at Titleist Capital, LLC, The XPO Partners, LLC, Park Avenue Securities, and Guardian Life Insurance Company. Outside of investment advisory, he serves as managing partner at The XPO Partners, LLC, an accounting and tax business. Titleist Asset Management provides investment management, financial planning, and retirement plan advisory services to individuals, trusts, estates, employee plans, charitable organizations, and businesses. The firm customizes portfolios based on client objectives and employs a Rules Based Investing Total Return System along with access to various asset classes and affiliated brokerage, insurance, and tax services.

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 with Titleist Asset Management, LLC in San Antonio, TX, holding Series 63 and Series 66 licenses and having nine years of industry experience. His prior roles include positions at Ameriprise Financial Services LLC, Oakmont Group, and Equitable Advisors. Outside of his advisory work, he owns a consulting business, Justin Wagner Inc. 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 alongside a range of allocation strategies and affiliated brokerage and insurance activities.

Savannah Forster is a financial advisor with Strategic Financial Concepts, LLC in San Antonio, TX, holding a Series 66 designation and six years of industry experience. She has previously worked at LPL Financial LLC, 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, and businesses. The firm offers discretionary investment management using model portfolios and third-party managers, along with integrated 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 in San Antonio, TX, holding Series 63 and Series 66 credentials and bringing 12 years of industry experience. He has worked within various USAA entities since 2014, including USAA Financial Planning Services, USAA Financial Advisors, Inc., and USAA Life Insurance Company. USAA Investment Services Company provides retirement-focused advice and referral services primarily to USAA members through phone and digital channels, delivering Retirement Income Strategy Reports and facilitating referrals to third-party broker-dealers or advisers 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 the Series 65 designation and previously worked for Escort Radar / Cedar Electronics from 2009 to 2020. Titleist Asset Management provides investment management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, employee plans, charitable organizations, and businesses. The firm utilizes a Rules Based Investing Total Return System and offers a range of customized portfolio strategies 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 50 years of industry experience. He has been with Cary Street Partners since 2013. Outside of his advisory work, he is involved in operating a day care center, owns a restaurant and casino business, and provides consulting services for church capital campaigns. Cary Street Partners offers wealth management and advisory services to a diverse client base, utilizing both third-party and in-house resources across various investment strategies, including traditional and opportunistic approaches.

Christopher Mc Neil is an Investment Advisor Representative at Maridea Wealth Management with nine years of industry experience. He holds a Series 66 designation and has worked at firms including VitalStone Financial, Private Client Services, and MML Investors Services. Outside of his advisory role, he is a part-time physician with Greater San Antonio Emergency Physicians. Maridea Wealth Management serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, offering discretionary investment management, financial planning, and business-oriented services such as outsourced CFO support. The firm emphasizes personalized, long-term portfolio construction using fundamental analysis and modern portfolio theory, typically employing diversified mutual funds and ETFs while allowing other investment types as appropriate.

Jim Sandell Jr. is a financial advisor with USAA Investment Services Company and holds a Series 66 designation. He has 18 years of industry experience, including roles at USAA Life Insurance Company and USAA Financial Planning Services prior to his current position. Outside of his advisory work, he is the owner of Sandell Capital, LLC, an investment-related business. 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.

Richard Davies is a financial advisor at Sendero Wealth Management, LLC with 15 years of industry experience. He holds Series 65 and Series 66 licenses and has been with Sendero Wealth Management since 2015. Sendero Wealth Management provides investment advice and comprehensive wealth management services to high-net-worth individuals, multi-generational families, and select institutions, typically serving clients with $3 million or more in investable assets. The firm employs a structured guidance process and a combination of active and passive strategies, emphasizing multi-generational wealth needs and offering access to alternative investments.

Richard Edgett is a financial advisor at Strategic Financial Concepts, LLC with three years of industry experience. He holds a Series 66 designation and has worked at firms including LPL Financial, Victory Capital Management, Edward Jones, Merrill Lynch, and Simmons Bank. Outside of finance, he operates Texas Range Meats, a small business focused on dehydrated meats and spices. Strategic Financial Concepts provides personalized investment advisory and financial planning services to individuals, plans, trusts, charitable organizations, and businesses. The firm offers discretionary investment management using model portfolios and third-party managers, combining fundamental and technical analysis across various securities, and has a notable focus on insurance-related activities within its multi-team structure.

Mary Stork is a CFP® professional with 25 years of experience in the financial services industry. She has been with USAA Investment Services Company since 2018 and previously worked with multiple USAA-affiliated entities. Stork serves on several nonprofit boards, including the USAA Foundation Board of Governors, the Military Child Education Coalition, and the National Equine Institute of Growth through Healing, contributing to financial literacy and community support initiatives. USAA Investment Services Company provides retirement-focused advice and referral services primarily to USAA members. The firm offers a Retirement Income Strategy Report and refers clients to Charles Schwab for investment products, operating as a referral and retirement-advice intermediary rather than a portfolio manager.

Justin Brady is a financial advisor at Titleist Asset Management, LLC with 22 years of industry experience. Prior to joining Titleist in 2024, he worked at Edward Jones for 20 years. He operates under the name Brady Wealth Management, LLC as part of his business activities. Titleist Asset Management offers 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 provides access to a wide range of allocation strategies, integrating tax and accounting services through affiliated providers.

Coby Huerta is a financial advisor with Strategic Financial Concepts, LLC in San Antonio, TX, holding Series 63 and Series 65 licenses and having four years of industry experience. His prior roles include positions at LPL Financial, LLC and Charles Schwab & Co., Inc. Huerta has a background that includes employment at St. Edwards University and HEB Grocery. 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 and third-party managers, with a distinctive focus on insurance-related activities and integration of multiple LPL program offerings.