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 at PAX Financial Group with a Series 65 designation and three 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 serves 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 traditional academic investment approaches and provides diversified portfolios, including conservative and Christian values-based ETF options.

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 at McNally Financial Services Corporation with 43 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Investment Professionals, Inc. for 10 years before joining McNally Financial Services in 2017. McNally Financial Services Corporation provides financial planning and portfolio management primarily to individual clients and small businesses. The firm constructs tailored, diversified portfolios using fundamental analysis and manages accounts on both discretionary and non-discretionary bases through a team of nine advisors operating from six offices.

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.

Edward Jaax is a CFP® with 15 years of experience in the financial services industry. He is currently with Tactive Advisors, LLC and has previously worked at Strategy Marketplace LLC, Capital Management Services, Inc., One Advocate Group, CETERA Advisor Networks LLC, and Aspect Wealth Management. In addition to his advisory role, he assists clients with investing in pre-1933 gold coins and bullion as an independent agent. Tactive Advisors serves individuals, trusts, businesses, employee benefit plans, and institutional investors through portfolio management via a robo-advisor platform and Advisor Advice service. The firm employs a Black-Litterman framework for blended model portfolios and offers both discretionary and non-discretionary management, including sub-advisory and TAMP relationships.

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.

Cameron Knight is a financial advisor at SWBC Investment Company in San Antonio, TX, holding a Series 66 credential with four years of industry experience. Prior to joining SWBC in 2026, he worked at Victory Capital Services, Inc. and Victory Capital Transfer Agency for four years. Outside the financial sector, his background includes roles at Uber and Domino’s Pizza. SWBC Investment Company provides investment advisory and financial planning services to individual and institutional clients, managing approximately $256 million in discretionary assets. The firm employs a range of portfolio management strategies, including internal management and use of third-party sub-advisers, and it offers customized solutions such as ESG screening.

Elissa Lococo is a financial advisor with TLWM Financial in San Antonio, TX, holding Series 63 and Series 65 licenses and possessing 15 years of industry experience. She has been with TLWM and LPL Financial since 2015. TLWM Financial provides asset management, financial planning, and consulting services to individuals, trusts, estates, and business entities. The firm offers discretionary portfolio management using a range of investment strategies and conducts regular portfolio reviews.

Hunter Darling is an investment advisor at SWBC Investment Company with a Series 66 designation and one year of industry experience. His prior roles include positions at Primerica Advisors and Primerica Financial Services. Before entering the financial sector, he worked in education at Trinity University, Saint Mary's Hall, and Boerne Middle School. SWBC Investment Company provides investment advisory services to individuals, banking institutions, charities, and pooled investment vehicles, offering portfolio management, financial planning, and private fund management. The firm uses a combination of internal teams and third-party managers to implement customized investment strategies, including discretionary and limited non-discretionary arrangements.

Thomas Coy is a financial advisor at Wela Financial Advisory with five years of industry experience and a Series 65 designation. His prior roles include positions at AllianceBernstein Investments, Victory Capital Management, and Brent Forrest & Associates. Wela Financial Advisory is a fee-only registered investment adviser serving individual investors and businesses with discretionary portfolio management, financial planning, and investment consulting. The firm utilizes a multi-fund-manager approach combining fundamental and technical analysis and offers a financial planning membership featuring ongoing client engagement and coordinated planning services.

Joe Kercheville is a financial advisor with Kercheville Advisors LLC in San Antonio, TX, holding Series 63 and Series 65 licenses and bringing 58 years of industry experience. He has worked at Kercheville Advisors since 2014 and previously spent 35 years at Kercheville & Company, Inc. Outside of financial advising, he owns and manages several non-investment related ventures, including The Lodge at River's Edge and Joshua Creek Ranch. Kercheville Advisors provides portfolio management, financial planning, and pension/retirement consulting to individuals, high-net-worth clients, trusts, estates, charitable organizations, and businesses. The firm employs a customized investment process with an equity stock-picking approach that emphasizes tax efficiency and risk management through regular portfolio reviews and flexible asset allocation.

David McNally is a Certified Financial Planner® with 48 years of industry experience. He has served as president of McNally Financial Services Corporation since 2002. The firm provides financial planning and portfolio management primarily to individual clients and small businesses. McNally Financial Services Corporation constructs tailored, diversified portfolios and operates as both an advisory firm and an introducing broker-dealer with affiliated insurance services.

Kyle Emmons is a financial advisor at M. E. Allison & Co., Inc. with seven years of industry experience. He holds a Series 66 designation and has a background that includes coaching the Vista Del Norte Swim Team and serving as a board member of the San Antonio Executive Association. M. E. Allison & Co., Inc. provides portfolio management, financial planning, and consulting services to individuals, trusts, corporations, and charitable organizations. The firm combines discretionary and non-discretionary strategies, utilizing both in-house models and third-party managers, while operating as a broker-dealer, municipal advisor, and SEC-registered investment adviser.

John Davidson is a financial advisor at Davidson Capital Management, Inc. with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Davidson Capital Management since 2005. Davidson Capital Management is a fee-only, SEC-registered investment adviser managing approximately $568 million for around 400 clients, including individuals, charitable organizations, corporations, and defined contribution plans. The firm employs a long-term, quality-oriented investment approach with discretionary portfolio management services and offers 401(k) advisory services at both plan and participant levels.