David Stahl is a financial advisor with USAA Investment Services Company, holding a Series 66 designation and 23 years of industry experience. His career includes roles at multiple USAA entities since 2006, including USAA Life Insurance Company and USAA Financial Advisors, Inc. He is based in San Antonio, TX. 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 a Retirement Income Strategy Report and facilitates referrals to third-party broker-dealers or advisers, operating mainly as a referral intermediary rather than managing client assets directly.

Scott Mcmillian is a CERTIFIED FINANCIAL PLANNER™ professional with 26 years of industry experience. He is affiliated with Sendero Wealth Management, LLC in San Antonio, TX, where he has worked since 2007. His career includes roles at Sendero Securities, LLC, reflecting a long tenure within affiliated firms. Sendero Wealth Management is a partner-led registered investment adviser serving high net worth individuals, families, endowments, and institutions, primarily 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, and multi-generational legacy planning through an open-architecture approach that combines active, passive, and alternative investments.

Yvette Barrera is a financial advisor with Foundations Investment Advisors LLC, holding a Series 65 credential and five years of industry experience. She serves as a Board of Trustee member for New Braunfels Utilities, a role focused on setting and monitoring strategic goals. Barrera’s background includes roles at Texas Financial Advisory and work with ID Life, where she is involved in Medicare supplement sales. Foundations Investment Advisors provides financial planning and portfolio management to individual, high-net-worth clients, and institutional clients through a broad network of representatives. The firm employs a combination of fundamental, technical, and cyclical analysis, utilizing model portfolios and sub-advisory arrangements to tailor investment strategies.

Aubrey Bordovsky Jr. is a financial advisor with USAA Investment Services Company, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He has worked extensively within the USAA organization, including roles at 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 offers a Retirement Income Strategy Report to support retirement planning conversations and refers clients to Charles Schwab for investment products and account services.

Aaron Cormier is a financial advisor with Wealth Watch Advisors, Inc. He holds the ChFC® designation along with Series 63 and Series 65 licenses and has five years of industry experience. His previous roles include positions at Silverback Financial, Eagle Strategies (NY Life), and New York Life Insurance Co. 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 and offers services such as portfolio management, financial planning, consulting, and access to approved alternative private placements for accredited investors.

Joshua Hogan is a financial advisor at Snowden Capital Advisors LLC in San Antonio, TX, holding a Series 66 designation with 10 years of industry experience. He has worked at Snowden Lane Partners since 2018 and previously at Wells Fargo Clearing from 2016 to 2018. Snowden Capital Advisors serves a diverse client base including high-net-worth individuals, family offices, foundations, pension plans, endowments, and institutional clients. The firm offers discretionary and non-discretionary portfolio management, investment consulting, and financial planning, utilizing customized model portfolios and third-party managers while maintaining overall client oversight.

Andrew Bronson is a financial advisor at Savvy with eight years of industry experience. He holds a Series 65 designation and has worked previously at Marcado Asset Management LLC and Mission to the World. Savvy provides investment and financial planning services to individuals, trusts and estates, businesses, ERISA plan sponsors, and charitable organizations. The firm uses a customized investment approach that combines index-based strategies with active equity portfolios and specialized sub-adviser techniques, supported by fintech tools and integrated tax and estate planning services.

Wesley Thoms is a financial advisor at Foundations Investment Advisors LLC with three years of industry experience. He holds a Series 65 designation and previously worked at Texas Financial Advisory and Texas Farm Credit. Outside of his advisory role, he serves as treasurer and owner of 76 Bar Investments II, LLC, which holds interests in retail and real estate operating companies in Beeville, Texas. Foundations Investment Advisors provides financial planning and portfolio management services to individual and high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm employs a mix of fundamental, technical, and cyclical analysis and utilizes model portfolios with an asymmetric rebalancing approach.

Edwin Kreusel is a CFA® charterholder with four years of industry experience. He is currently with Sendero Wealth Management, LLC, having joined the firm in 2025. Prior to this, he worked at Broadway Bank, First State Bank of Uvalde, and USAA. Sendero Wealth Management is a partner-led registered investment adviser serving high net worth individuals, families, endowments, and institutions, typically with $3 million or more in investable assets. The firm manages approximately $5.8 billion in assets and offers a range of services including investment management, family office and foundation services, and multi-generational legacy planning, utilizing an open-architecture investment approach.

Kenneth Marriott is an Investment Adviser Representative with Maridea Wealth Management and holds a Series 66 designation. He has seven years of experience in the financial industry and also practices as an emergency physician, serving as an attending physician and associate professor at UT Health San Antonio. Additionally, he serves on the board of a healthcare startup developing an app to improve pregnancy outcomes. Maridea Wealth Management advises individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans with a 33-advisor team managing approximately $1.97 billion in assets. The firm constructs diversified, tax-aware portfolios primarily using low-cost mutual funds and ETFs, and supplements its investment process with approved AI tools under human oversight.

Leslie Wagner is a financial advisor with Strategic Financial Concepts, LLC, holding Series 63 and Series 65 licenses and possessing 21 years of industry experience. She has worked with LPL Financial since 2009 and with Strategic Financial Concepts since 2008. Outside of her advisory role, Leslie is involved in direct sales of Mary Kay cosmetics. Strategic Financial Concepts provides personalized investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth households, retirement plans, trusts, and charitable organizations. The firm offers discretionary portfolio management using fundamental and technical analysis, model portfolios, and third-party managers, integrating financial planning with investment management.

Adam Eisenhauer is a financial advisor with Titleist Asset Management, LLC in San Antonio, TX, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His prior roles include positions at CapFinancial Securities LLC, Advisors Asset Management, and Merrill. Outside of his advisory work, he serves on the boards of several nonprofit organizations, including the Landa Gardens Conservancy and the Hemisfair Conservancy. Titleist Asset Management provides investment advice to individuals, trusts, estates, charitable organizations, and corporate retirement plans. The firm offers customized portfolio management and financial planning services, using a rules-based Total Return framework and a variety of portfolio allocation strategies overseen by an investment committee.

Adam Straseske is a financial advisor with Strategic Financial Concepts, LLC in San Antonio, TX, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has worked at LPL Financial since 2009 and at Strategic Financial Concepts since 2008. Outside of his advisory roles, he has authored financial planning content under the name "Home Run Financial Planning." Strategic Financial Concepts provides personalized investment advisory and financial planning services to individuals, high-net-worth households, retirement plans, trusts, 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.

Marcus La Guardia is a CFP® professional with 24 years of experience in the financial services industry. He has worked at various USAA entities since 2009, including USAA Investment Services Company, USAA Life Insurance Company, USAA Investment Management Company, and USAA Financial Planning Services. He is based in San Antonio, TX, and holds Series 63 and Series 65 licenses. USAA Investment Services Company provides retirement-focused advice and referral services to USAA members and the general public. The firm offers a Retirement Income Strategy Report to facilitate retirement planning discussions and refers clients to Charles Schwab for investment products and account services, operating primarily as a referral and advisory intermediary rather than a portfolio manager.

Joseph Robertson is an investment advisor representative with Maridea Wealth Management LLC in Shavano Park, TX, holding Series 63 and Series 65 licenses and having four years of industry experience. He has worked at several firms, including Private Client Services, LLC, VitalStone Financial, LLC, and Morgan Stanley. He also has past experience in education and hospitality prior to entering the financial industry. Maridea Wealth Management advises individuals, high-net-worth clients, trusts, estates, businesses, and employer-sponsored retirement plans. The firm manages nearly $2 billion in assets across a 33-advisor team, focusing on diversified, tax-aware portfolios with primarily long-term investment horizons and utilizing low-cost mutual funds and ETFs.

Jason Odette is a CFP® professional with 30 years of experience in financial advisory roles. He is currently with Maridea Wealth Management and has held prior positions at firms including Private Client Services, VitalStone Financial, and Mass Mutual. In addition to his advisory work, he is a licensed insurance agent involved with Maridea Insurance Company. Maridea Wealth Management serves individuals, high-net-worth clients, trusts, estates, businesses, and employer-sponsored retirement plans through a team of 33 advisors, managing approximately $1.97 billion in assets. The firm emphasizes diversified, tax-aware portfolios primarily using low-cost mutual funds and ETFs and integrates AI tools under oversight to support investment and administrative processes.

Patrick Lynch III is a financial advisor with Arkadios Wealth Advisors in San Antonio, TX, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He previously worked at Securities America Advisors, Inc. and Investacorp Advisory Services. Outside of advisory work, Lynch is a partner in a real estate investment partnership with interests in commercial properties and related businesses. Arkadios Wealth Advisors serves individuals, trusts, businesses, and retirement plans through customized investment and wealth management strategies, supported by an internal portfolio team and a network of affiliated advisory and broker-dealer entities.

Jeremy Jackson is a CFP® and ChFC® with 12 years of experience in the financial services industry. He is currently with USAA Investment Services Company and USAA Life Insurance Company, and previously worked at J.P. Morgan Securities LLC, JPMorgan Chase Bank, Facet Wealth, and Thrivent Financial. Jackson serves as a Human Resources Officer (Colonel) in the US Army Reserve. USAA Investment Services Company provides retirement-focused advice and referral services to USAA members and individual investors, primarily via phone and digital channels. The firm offers a Retirement Income Strategy Report and facilitates referrals to third-party broker-dealers and advisers rather than managing client assets directly.

Jeff Whaling is a financial advisor at SageSpring Wealth Partners with seven years of industry experience. He holds a Series 66 designation and has worked previously at Raymond James Financial Services and Great American Opportunities. Whaling also serves as an independent contractor for the Whaling Wealth Team and assists clients with non-variable insurance through Vanbridge. SageSpring Wealth Partners serves individual and institutional clients, including high-net-worth households, retirement plans, banks, and sovereign wealth funds. The firm offers discretionary investment management, financial planning, and consulting with tailored portfolios that may include stocks, bonds, ETFs, alternative investments, and direct indexing, leveraging both fundamental and technical analysis.

Lee Daniels is a CFP® professional with 21 years of experience in the financial industry. He is currently with Titleist Asset Management, LLC and has held roles at firms including The XPO Partners, LLC and Park Avenue Securities, LLC. Daniels also serves as managing partner of The XPO Partners, LLC, an accounting and tax firm based in Houston, TX. Titleist Asset Management, LLC provides investment advice and portfolio management services to individuals, trusts, estates, charitable organizations, and corporate retirement plans. The firm uses a rules-based Total Return framework with customized portfolio strategies and offers financial planning, retirement plan consulting, and affiliated tax and accounting services.