Camden Elliott is a financial advisor at Titleist Asset Management, LLC with one year of industry experience. He holds a Series 65 designation and has worked at several organizations including Badlands Big Sticks and the University of Houston Athletic Department. Elliott is also involved with Vision Based Planning LLC as an associate advisor. 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 employs a Rules Based Investing Total Return System and offers a range of portfolio strategies overseen by an investment committee.

Patrick Robertson is a financial advisor with Kovack Advisors, Inc. in San Antonio, Texas, holding Series 63 and Series 66 licenses and having nine years of industry experience. His prior work includes roles at MML Investors Services LLC, MassMutual Life Insurance Company, Pruco Securities, LLC, Prudential Insurance Company of America, NYLIFE Securities LLC, and New York Life Insurance Company. Kovack Advisors, Inc. is a multi-team registered investment adviser managing over $6 billion in client assets across approximately 260 advisors. The firm serves individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, banks, and government entities, employing both internally developed and third-party investment models supported by an Envestnet platform.

Bryan Hicks is a financial advisor at Hilltop Securities Inc. in San Antonio, TX, holding Series 63 and Series 66 licenses with 26 years of industry experience. His prior roles include positions at Edward Jones and Charles Schwab, where he worked for over a decade. Hilltop Securities Inc. provides brokerage, advisory, and retirement-plan consulting services to individuals, corporations, nonprofits, and institutional clients. The firm offers a range of portfolio management programs and uses an open-architecture platform with multiple investment strategies and operational features that include municipal bond strategies and custody capabilities.

Frank Bullinger Jr. is a financial advisor with Titleist Asset Management, LLC in San Antonio, TX, holding Series 63 and Series 66 credentials and 25 years of industry experience. He previously worked at Edward Jones for 19 years and Prospera Financial Services Inc. for 5 years. Outside of his advisory role, Mr. Bullinger serves on the boards of several nonprofit organizations, including St. Michaels Cemetery Association, Clay County Outreach, and Our Lady Queen of Peace Catholic Church. Titleist Asset Management provides investment management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, qualified employee plans, charitable organizations, and businesses. The firm customizes portfolios based on client objectives and employs a rules-based investing system overseen by an investment committee.

Julie Gerron is a CFA® charterholder with four years of experience in the financial industry. She currently works at Sendero Wealth Management, LLC, where she has served since 2023, and previously spent 19 years at Westwood Holdings Group, Inc. In addition to her advisory role, she serves as General Counsel and Chief Compliance Officer for Sendero Wealth Management. Sendero Wealth Management is a partner-led registered investment adviser that serves 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, while providing discretionary and non-discretionary management.

Scott Rader is a financial advisor at Dynamic with 15 years of industry experience. He holds a Series 66 designation and previously worked at Oxford Asset Management LLC before joining Dynamic in 2018. Outside of his advisory role, Mr. Rader is a certified Ridercoach in Texas, conducting motorcycle safety and licensing courses, and serves as a consultant to a manufacturing facility. Dynamic serves a diverse client base including individuals, trusts, charitable organizations, and other registered investment advisers. The firm offers portfolio management, financial planning, retirement services, and practice-support, with a focus on client-specific portfolio construction and notable support for other advisers through technology, compliance, and research services.

Thomas Yager is a financial advisor at Sendero Wealth Management, LLC with 11 years of industry experience. He holds the ChFC® designation and Series 66 license. His prior experience includes multiple roles at Capital Group and American Funds from 2015 to 2025. 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 combining strategic asset allocation, active and passive strategies, and alternative investments, supported by ongoing manager due diligence and a sub-advisor program.

Mark Travis is a financial advisor with Hilltop Securities Inc. in San Antonio, TX, holding a Series 66 designation and 22 years of industry experience. He previously worked at SWBC Investment Services for 12 years before joining Hilltop Securities in 2023. Hilltop Securities Inc. provides brokerage, execution, clearing, custody, investment advisory, and retirement-plan consulting services to individuals, corporations, nonprofit, and institutional clients. The firm manages approximately $2.25 billion in assets and offers a range of portfolio management programs through an open-architecture platform that includes adviser-managed and model-based solutions.

Frederick Middleton is a financial advisor at Sendero Wealth Management, LLC in San Antonio, TX, holding Series 63 and Series 65 licenses with 59 years of industry experience. He has been with Sendero and its affiliated entities since 2007. Outside of his advisory work, he has partial ownership in Los Amigos Ranch, a family ranch in Yancy, Texas. 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 manages approximately $5.8 billion in assets and offers investment management, family office and foundation services, and multi-generational legacy planning through an open-architecture model combining strategic asset allocation, active and passive strategies, and alternative investments.

James Sanders is a financial advisor at Wealth Watch Advisors, Inc. based in San Antonio, TX, holding a Series 66 designation with nine years of industry experience. His prior experience includes seven years at Edward Jones. In addition to advisory services, he is a licensed insurance agent offering life insurance and annuities. Wealth Watch Advisors serves a diverse client base, including individuals, pension plans, trusts, charitable organizations, corporations, and other registered investment advisers. The firm employs a range of investment strategies vetted by its Investment Committee, utilizing third-party model managers and offering access to approved alternative private placements for accredited investors.

Christopher Powers is a CFP® professional with 25 years of industry experience. He is currently with Merit Financial Advisors and Purshe Kaplan Sterling and has previously worked at Global Wealth Advisors, Empower Wealth Advisors, and Commonwealth Financial Network. Powers serves as the Board Chairman of Real4Christ Ministries, a nonprofit organization in San Antonio. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion for a diverse client base including individuals, businesses, retirement plan sponsors, and charitable organizations. The firm employs a long-term, diversified investment approach with customizable model portfolios overseen by a central Investment Management team and Investment Committee.

Benjamin Coppock is a financial advisor at Cary Street Partners with two years of industry experience. He holds a Series 66 designation and has worked at Cary Street Partners Investment Advisory LLC and Cary Street Partners LLC since 2024. Prior to joining the firm, he was employed at Equitable Advisors and has experience in academic and corporate settings, including roles at the University of Texas-Austin and Infineon Technologies. He volunteers with Junior Achievement of Central Texas, teaching financial literacy to middle and high school students. Cary Street Partners provides discretionary and non-discretionary wealth management and advisory services to individuals, charitable organizations, corporations, retirement plans, and other institutions. The firm’s investment approach includes portfolio management across various asset classes, financial and retirement planning, and access to alternative and private fund vehicles, utilizing both third-party managers and in-house resources.

Steve Markey is a financial advisor with Arkadios Wealth Advisors in San Antonio, TX, holding a Series 63 license and 30 years of industry experience. Before joining Arkadios in 2022, he worked at Securities America Advisors and Investacorp Advisory Services. Outside of his advisory role, he serves as President and CFO of Home Fashion Technologies, a company specializing in bifold and barn doors, where he stepped in following the deaths of key executives. He is also a board member of HFCC, Inc., an organization focused on building permanent housing for the homeless in San Antonio. Arkadios Wealth Advisors provides investment and wealth management services to individuals, trusts, businesses, and retirement plans through a variety of managed accounts, third-party money managers, and financial planning. The firm supports advisors with an internal portfolio team offering model strategies and execution, employing fundamental, technical, and cyclical analysis while also acting as a fiduciary for retirement plan consulting.

Scott Portlock is a CFP® professional based in San Antonio, TX, with 23 years of industry experience. He currently serves as an advisor at Merit Financial Advisors and has previously worked at Commonwealth Financial Network, Global Wealth Advisors, and Purshe Kaplan Sterling Investments. Merit Financial Group, LLC is an SEC-registered firm managing approximately $10.6 billion with 144 advisors and over 14,000 clients. The firm serves a diverse clientele, including individuals, businesses, retirement plan sponsors, and charitable organizations, using a long-term, diversified investment approach with customizable model portfolios and specialized services such as fiduciary and ESOP trustee work.

Kevin Bowman is a financial advisor with Navy Federal Investment Services, LLC, holding Series 63 and Series 65 licenses and 29 years of industry experience. He has worked previously at Victory Capital Advisers, USAA Financial Advisors, and Fis. Outside of his advisory work, he serves as the executor and power of attorney for his mother's estate in San Antonio, TX. Navy Federal Investment Services primarily serves members of Navy Federal Credit Union along with individual, trust, and institutional clients, providing financial planning, retirement-plan fiduciary services, and portfolio management through advisory programs and brokerage channels. The firm uses third-party portfolio managers on the Envestnet platform and offers services including model-driven asset allocation, rebalancing, and private wealth consulting for clients with $1,000,000 or more.

Hannah Jones is a financial advisor at 1900 Wealth with one year of industry experience. She holds a Series 65 designation and has previously worked at Luther King Capital Management and attended Texas Tech University Graduate School. 1900 Wealth serves individuals, family offices, pension and profit-sharing plans, trusts, estates, and corporations with financial planning, consulting, and investment management. The firm emphasizes strategic asset allocation and utilizes low-cost ETFs and mutual funds to create long-term, diversified portfolios tailored to clients’ goals and risk tolerance.

James Sulester Jr is a financial advisor at 1900 Wealth with 12 years of industry experience. He holds Series 65 and Series 63 designations and has worked previously at CrowdOut Capital and Pasadera Capital. 1900 Wealth serves individuals, family offices, pension and profit-sharing plans, trusts, estates, corporations, and other entities by providing financial planning, consulting, and investment management services. The firm emphasizes strategic asset allocation using low-cost ETFs and mutual funds to create diversified, long-term portfolios tailored to client goals and risk tolerance.

Eric Gallardo is a financial advisor at Sendero Wealth Management, LLC with six years of industry experience. He holds a Series 65 designation and has worked at firms including M9 Solutions, Randolph Brooks Federal Credit Union, Frost Investment Advisors, LLC, and The Hartford. 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 manages approximately $5.8 billion in assets and offers investment management, family office and foundation services, public and private investment selection, and multi-generational legacy planning through an open-architecture model incorporating active and passive strategies as well as alternative and private investments.

Chris Benson is a financial advisor at Wealth Watch Advisors, Inc with seven years of industry experience. He holds Series 65 and Series 63 designations and previously worked at Valor Wealth Strategies and NYLIFE Securities, LLC. Prior to his financial services career, he spent six years at Rackspace. Wealth Watch Advisors serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and financial institutions. The firm offers portfolio management primarily through third-party model managers, along with financial planning and consulting services, employing a combination of quantitative, qualitative, and technical investment methods.

David Doherty is a financial advisor with Merit Financial Advisors in San Antonio, TX. He holds a Series 63 designation and has over 30 years of experience in the financial services industry, including roles at ADKF Financial Services and Akin Doherty Klein & Feuge P.C. since the early 1990s. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion across a diverse client base that includes individuals, businesses, retirement plan sponsors, and charitable organizations. The firm employs a long-term, diversified investment approach using model portfolios, modular sleeves, and a combination of mutual funds, ETFs, individual securities, liquid alternatives, and third-party managers.