Christopher Mc Neil is a financial advisor at Maridea Wealth Management with nine years of industry experience. He holds a Series 66 designation and has worked at firms including Private Client Services, VitalStone Financial, and Mass Mutual Investors Services. Outside of financial advising, he serves as 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, managing nearly $2 billion in assets through a 33-advisor team. The firm adopts a tax-aware investment approach utilizing low-cost mutual funds and ETFs, supplemented by AI tools under human oversight.

Richard Davies is a financial advisor with Sendero Wealth Management, LLC in San Antonio, TX, holding Series 65 and Series 66 licenses and bringing 16 years of industry experience. His career includes five years at Waddell & Reed before joining Sendero, where he has worked since 2015. Sendero Wealth Management offers comprehensive wealth management and investment advisory services primarily to high-net-worth individuals, multi-generational families, and select institutions, focusing on clients with $3 million or more in investable assets. The firm employs a structured guidance process and customized investment policy statements, using a mix of active and passive strategies and a detailed due diligence program for third-party managers.

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 with Titleist Asset Management, LLC, holding Series 63 and Series 66 credentials and bringing 22 years of industry experience. He spent 20 years at Edward Jones before joining Titleist Asset Management in 2024. Justin also operates under the name Brady Wealth Management, LLC. Titleist Asset Management provides investment advice to individuals, trusts, estates, charitable organizations, and corporate retirement plans, offering customized portfolio strategies within a rules-based Total Return framework. The firm combines discretionary portfolio management with financial planning, retirement plan consulting, and affiliated tax and accounting services.

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.

Richard Tarbell Jr. is a financial advisor with Strategic Financial Concepts, LLC, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. He has worked at Strategic Financial Concepts since 2019 and has been affiliated with LPL Financial since 2015. Strategic Financial Concepts, LLC provides personalized investment advisory and financial planning services to individuals, plans, trusts, charities, corporations, and other entities. The firm offers comprehensive financial planning and discretionary investment management that integrates fundamental and technical analysis across various asset classes, and it distinguishes itself through insurance-related activities and multiple LPL-sponsored program offerings.

Gregory Schorp is a financial advisor with Blackridge Asset Management, LLC, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He has worked with Blackridge since 2022 and has been associated with Peak Brokerage Services since 2017. Outside of his advisory role, he is an owner of a mineral lease. Blackridge Asset Management provides financial planning, investment management, and consulting services to individuals, high-net-worth clients, trusts, estates, corporations, retirement plans, and charitable organizations. The firm utilizes a network of investment adviser representatives and offers tailored portfolio management, including access to model portfolios and third-party managers, supported by a multi-office structure and a variety of platform partnerships.

John Rizzo is a CFP® professional with 18 years of experience currently serving at Alamo Advisors, LP since 2007. Prior to joining Alamo, he operated his own CPA firm, John J. Rizzo, Jr. CPA PC, for 26 years. Alamo Advisors, LP provides investment advisory services primarily to high-net-worth individuals and charitable organizations, focusing on manager selection and oversight while managing client assets on a non-discretionary basis. The firm emphasizes due diligence, customized portfolio solutions, and offers accounting and tax preparation services alongside its investment advisory work.

Ida Benfanti is a financial advisor at USAA Investment Services Company with 26 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at various USAA entities since 2015, including USAA Life Insurance Company and USAA Financial Advisors, Inc. 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 offers a Retirement Income Strategy Report and refers clients to third-party broker-dealers or advisers, operating mainly as a referral intermediary rather than managing individual client portfolios.

Christine Castillo is a financial advisor with USAA Investment Services Company in San Antonio, TX, holding a Series 66 designation and 21 years of industry experience. She has worked with USAA Investment Services Company since 2005 and has also been affiliated with USAA Financial Advisors, Inc. and USAA Life Insurance Company. Outside of her advisory role, she operates an online business selling handmade craft items and is involved in personal coaching, authoring, blogging, speaking, and podcasting. USAA Investment Services Company provides retirement-focused advice and referral services primarily to USAA members, offering a Retirement Income Strategy Report and referring clients to Charles Schwab for investment products and account services. The firm functions mainly as a retirement-advice intermediary rather than a portfolio manager.

Scott Branson is a financial advisor with Titleist Asset Management, LLC, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. His career includes 27 years at Merrill and five years at Wells Fargo Clearing before joining Titleist Capital, LLC and Titleist Asset Management, LLC. Outside of his advisory role, he maintains a one-third ownership in Promised Land Farm in Arkansas, where he manages contractual arrangements and crop proceeds. Titleist Asset Management, LLC provides investment advice to individuals, trusts, estates, charitable organizations, and corporate retirement plans, offering customized portfolio management and financial planning services. The firm employs a rules-based Total Return framework with diversified strategies and oversight by an investment committee.

Keary Castleberry is a financial advisor with Snowden Capital Advisors LLC in San Antonio, TX, holding a Series 63 credential and 32 years of industry experience. His prior work includes roles at Snowden Lane Partners, Wells Fargo Clearing, and A. G. Edwards & Sons, Inc. Snowden Capital Advisors LLC serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and other institutional clients, offering portfolio management, investment consulting, financial and estate planning, and advisory programs. The firm combines multi-team scale with institutional capabilities and utilizes a range of investment tools and third-party managers while maintaining overall client oversight.

Katherine Jaskinia is a CFP® professional with six years of experience in financial advising. She currently works at Forvis Mazars Wealth Advisors, LLC and has previously held roles at FORVIS Wealth Advisors, BKD Wealth Advisors, Frost Investment Services, and Frost Bank. Forvis Mazars Wealth Advisors serves individuals, families, retirement plans, institutions, and nonprofit organizations, offering financial planning, investment management, consulting, and retirement plan services. The firm employs a customized investment approach that combines active and passive strategies, emphasizing diversification, cost control, and long-term discipline, and operates as a subsidiary of a national accounting and professional services firm.

Jamie Johnson is a financial advisor with Global View Capital Management LLC, holding a Series 66 designation and 11 years of industry experience. Prior to joining Global View Capital Management and its affiliate in 2025, Johnson worked at Transamerica Financial Advisors, World Financial Group, and several other financial firms. Outside of advising, Johnson serves as treasurer for a local chapter of Business Networking International and manages an insurance agency. Global View Capital Management provides investment advisory and financial planning services to individuals, trusts, corporations, and retirement plan participants. The firm uses a technical and quantitative investment approach focused on ETFs and mutual funds, supported by proprietary research and infrastructure.

Berry Burkhart is a financial advisor at Wealth Watch Advisors, Inc with eight years of industry experience. He holds a Series 65 designation and has worked at Wealth Watch Advisors since 2019. Burkhart is also president and owner of Burkhart, Peterson & Company, PLLC, a tax preparation and accounting firm. Wealth Watch Advisors serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other registered investment advisers. The firm employs a combination of quantitative, qualitative, and technical investment strategies and offers both discretionary and non-discretionary portfolio management, with a focus on approved third-party model managers.

Amaury De Barros Conti is a financial advisor at Sendero Wealth Management, LLC in San Antonio, TX, with 26 years of industry experience. He has been with Sendero Wealth Management since 2012 and holds the Series 63 and Series 65 designations. Sendero Wealth Management provides investment advice and comprehensive wealth management services primarily to high-net-worth individuals, multi-generational families, and select institutions, generally focusing on clients with $3 million or more in investable assets. The firm employs a structured guidance process and client-specific investment policies, using a mix of active and passive strategies alongside a due-diligence program for third-party managers.

Andrew Brawley III is a financial advisor with Titleist Asset Management, LLC, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His career includes positions at Raymond James Financial and Morgan Stanley, among others. Outside of finance, he owns Frozy's Shaved Ice, LLC, operates a support business called Exclusive Benefit Consulting, LLC, and teaches a discipleship class for middle school students at Veritas Academy. Titleist Asset Management, LLC provides investment advice to individuals, trusts, estates, charitable organizations, and corporate retirement plans, offering discretionary portfolio management and financial planning services. The firm uses a rules-based Total Return framework with customized portfolio strategies and oversees investments through an investment committee.

Christopher Chapa is a financial advisor with USAA Investment Services Company, holding Series 63 and Series 65 designations and 23 years of industry experience. He has worked across multiple USAA affiliates since 2007, including USAA Life Insurance Company and USAA Financial Planning Services. USAA Investment Services Company provides retirement-focused advice and referral services primarily through phone and digital channels to USAA members and individual investors. The firm offers a Retirement Income Strategy Report and facilitates referrals to third-party broker-dealers or advisers rather than managing client accounts directly.

Andrew Ullmann is a financial advisor with ON Investment Management CO, holding a ChFC® designation and Series 63 and 65 licenses, with 42 years of industry experience. He has held roles at The O.N. Equity Sales Company, Ohio National Financial Services, Mass Mutual Life Insurance, and Guardian Life Insurance Company. Outside of his advisory work, he owns Concord Financial Services, where he provides life and health insurance products and serves as a lecturer for CPA continuing education. ON Investment Management CO is a multi-team SEC-registered investment adviser serving individuals, families, trusts, estates, charitable organizations, businesses, and ERISA plan sponsors. The firm offers comprehensive financial planning, portfolio management, and retirement-plan advisory services through a combination of discretionary and non-discretionary programs and maintains a dual-registration model involving ongoing broker-dealer activity.