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.

Calvin Speer is a financial advisor with McNally Financial Services Corporation in New Braunfels, TX, holding a Series 66 designation and 23 years of industry experience. He has been with McNally Financial Services since 2007. Outside of his advisory role, Speer works as a substitute teacher in the North East ISD of San Antonio and the New Braunfels ISD during the school year. 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 nine-advisor team operating across six offices.

Jacob Villarreal is a Series 66-licensed financial advisor with eight years of industry experience, currently serving at Providence Capital in San Antonio, TX. His background includes roles at several firms such as 49 Wealth Management LLC, Purshe Kaplan Sterling Investments, and Oakwood Capital Securities. Outside of financial advising, he is involved in systems and sales management at Whisper Path Cellars, a winery. Providence Capital provides investment advisory and financial planning services to individuals, high-net-worth clients, and charitable organizations. The firm employs a long-term trading approach using fundamental analysis and modern portfolio theory, combining model portfolios and AI-assisted tools with licensed adviser oversight.

Janise Brooks is a financial advisor with PAX Financial Group in San Antonio, TX, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. She has previously worked at 360 Wealth Management, LLC and has been with PAX Financial Group since 2014. 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 to build diversified, long-term portfolios, and incorporates values-based ETF selections along with various hedging and income strategies.

Darryl Lyons II is a CFP®-credentialed financial advisor with 26 years of industry experience, currently with PAX Financial Group since 2016. He previously worked at LPL Financial for 10 years. Lyons serves on the board of New Braunfels Christian Academy, volunteers with The Chosen Non-Profit adoption and foster care organization, and chairs the Admirals Basketball Academy International Basketball Ministry. He is also an author of three books on finance, business, and leadership. PAX Financial Group provides advisory services to individuals, high-net-worth clients, and businesses, offering portfolio management, retirement plan consulting, financial planning, and business exit planning. The firm uses a team-based investment approach grounded in traditional academic frameworks and includes values-based ETF selections along with various hedging and income strategies.

Ryan Scheibe is a financial advisor at Targeted Wealth Solutions with a Series 65 designation and four years of industry experience. He has served in the United States Air Force since 2011, currently holding the rank of Major and participating in the Department of Defense Skill Bridge program as a pilot. Targeted Wealth Solutions serves individual and high-net-worth clients, retirement plans, foundations, and charitable organizations. The firm provides comprehensive financial planning, portfolio management, retirement-plan fiduciary services, and educational content, using a portfolio construction approach based on Modern Portfolio Theory combined with economic analysis and quantitative models.

Dean Willeford is a financial advisor with OFG Financial Services, Inc. in San Antonio, TX, holding Series 63 and Series 65 licenses and having 17 years of industry experience. He has been with OFG Financial Services since 2017 and also operates Willeford Financial Group, where he is involved in insurance and annuity sales as an independent insurance agent. OFG Financial Services provides investment advisory and planning services to individuals and corporations, managing approximately $270 million in assets for about 843 client relationships through a team of 37 advisors. The firm uses fundamental analysis to construct portfolios focusing on no-load mutual funds and listed securities, managing accounts on a non-discretionary basis and offering ongoing portfolio management and financial planning services.

Jan Zenner is a ChFC® with 47 years of industry experience, currently serving at McNally Financial Services Corporation. He has operated Fiscal Design since 1984 and is involved in various activities outside of financial advising, including managing a goat breeding business, performing as the lead singer in a vintage music band, and participating in local western-themed community events. Zenner also presents FINRA-approved college financial planning seminars and holds a partial ownership in a film and documentary production company. 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.

Charles Garcia Jr. is a CFP® professional at PAX Financial Group in San Antonio, TX, with 25 years of industry experience. He previously worked at USAA Financial Advisors and Usaa Investment Management Company. Outside of his advisory role, Garcia writes fictional manuscripts and serves as a CFP Board Certified Instructor teaching ethics courses. He is also involved in community activities, including volunteering with Team Rubicon, serving on the finance committee of Trinity Presbyterian Church, and acting as treasurer and board member of I Care San Antonio. PAX Financial Group serves individuals, high-net-worth clients, small businesses, and corporate retirement plans with portfolio management, financial planning, and business exit services. The firm employs a team-based investment approach rooted in academic theories and incorporates values-based investing alongside various income and hedging strategies.

David Alvarez is a CFP® certificant with 20 years of industry experience. He has worked at PAX Financial Group since 2019 and previously spent four years at Intercontinental Wealth Advisors. Alvarez serves as a board member for the SA Hope Center and the Blood and Tissue Center Foundation. 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 utilizing traditional academic frameworks combined with values-based ETF selections and offers portfolio management, retirement consulting, and business exit planning services.

Joshua Young is a CFA® charterholder with seven years of industry experience. He currently serves as an advisor at PAX Financial Group and has held prior roles at firms including WorthPointe, Constitution Wealth, The Republic Capital Management, Cambridge Square Capital, and Harvard Management Company. He is also a director of the Southwest Public Policy Institute, a nonprofit focused on public policy in the American Southwest. PAX Financial Group provides advisory services to individuals, high-net-worth clients, small businesses, corporations, and retirement plans. The firm employs a team-based investment approach using traditional academic frameworks and values-based ETF selections, offering diversified portfolio management alongside retirement plan consulting and business exit planning.

James Pettus III is a financial advisor with M. E. Allison & Co., Inc., holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. Before joining M. E. Allison & Co. in 2012, he worked for The Trust Company, NA for 20 years. He is the managing partner of a family business, La Rucia Ranch, Inc., and serves on the board of Mestena LLC, a family oil and gas company. M. E. Allison & Co., Inc. serves individuals, trusts and estates, bank trust departments, corporations, and retirement plans with discretionary and non-discretionary portfolio management, financial planning, and 401(k) consulting. The firm manages approximately $287 million in client assets and employs a mix of in-house models and third-party sub-advisers to implement client portfolios.

Meagan Niese is a CFP® professional with eight years of industry experience, currently serving as an advisor at Teamwork Financial Advisors, LLC. She has previously worked at The Vanguard Group and has held roles at Charles Schwab, Lee Financial Corporation, and Texas Tech University. Teamwork Financial Advisors is a team-based registered investment adviser managing approximately $1.01 billion for individuals, high-net-worth clients, and institutional accounts. The firm employs a model-based, core-and-satellite investment process, primarily utilizing ETFs, individual equities, and U.S. Treasuries, and distinguishes itself through formal affiliations with accounting and law firms.