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 17 years of industry experience. She previously worked at 360 Wealth Management, LLC from 2014 to 2016 and has been with PAX Financial Group since 2014. PAX Financial Group serves individuals, high-net-worth clients, small businesses, corporations, and retirement plans by providing investment management, financial planning, and retirement plan consulting. The firm emphasizes diversified, long-term portfolios based on traditional academic investment theories and offers conservative and Christian values-based ETF options.

Darryl Lyons II is a CFP® with 26 years of industry experience, currently serving at PAX Financial Group since 2016. He previously worked at LPL Financial for 10 years. Lyons serves on the New Braunfels Christian Academy Private School Board and is chairman of the board for the Admirals Basketball Academy International Basketball Ministry. He is also an author of three books on finance, business, and leadership and volunteers with The Chosen Non-Profit adoption and foster care organization. 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 that incorporates traditional academic frameworks and values-based ETF selections, offering portfolio management, retirement plan consulting, financial planning, and business exit planning services.

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 with 25 years of industry experience, currently serving at PAX Financial Group since 2019. His prior roles include positions at USAA Financial Advisors, Inc. and Usaa Investment Management Company. Outside of his advisory work, he is a writer of fictional manuscripts, a CFP Board Certified Instructor teaching ethics courses, and serves on the finance committee of Trinity Presbyterian Church, volunteers with Team Rubicon, and is a board member and treasurer for I Care San Antonio. PAX Financial Group advises individuals, high-net-worth clients, small businesses, and corporations, providing investment management, financial planning, retirement plan consulting, and a Business PIVOT exit-planning service. The firm emphasizes diversified, long-term portfolios based on traditional academic investment theories and offers conservative and Christian values-based ETF options.

David Alvarez is a Certified Financial Planner (CFP®) with 20 years of industry experience. He has been with PAX Financial Group since 2019 and previously worked at Intercontinental Wealth Advisors from 2015 to 2019. Alvarez serves on the boards of the SA Hope Center and The Blood and Tissue Center Foundation. PAX Financial Group advises individuals, high-net-worth clients, small businesses, and corporations, offering investment management, financial planning, retirement plan consulting, and exit-planning services. The firm employs a diversified, long-term investment approach incorporating traditional academic theories and offers conservative and Christian values-based ETF options.

Joshua Young is a CFA® and financial advisor at PAX Financial Group with seven years of industry experience. He previously worked at WorthPointe, LLC, Constitution Wealth LLC, The Republic Capital Management LLC, Cambridge Square Capital LP, and Harvard Management Company. Outside of his advisory role, he serves as a director for 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 their retirement plans. The firm employs a team-based investment approach grounded in academic theories and offers a range of services including portfolio management, retirement plan consulting, and values-based investing strategies.

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.

Jamie Wisecarver is a financial advisor with SWBC Investment Company in San Antonio, TX, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. He previously worked at Advisors Asset Management for 11 years before joining SWBC in 2019. In addition to his advisory role, he is a licensed insurance agent conducting insurance sales for SWBC. SWBC Investment Company provides investment advisory services to individuals, including high-net-worth clients, as well as banking institutions, charities, and pooled investment vehicles. The firm employs a multi-team approach using internal portfolio teams and third-party managers, offering discretionary portfolio management, financial planning, and private fund management with a focus on value-add real estate investments and private placements.

Carmen Barncord is a CFP® and holds a Series 65 license, with nine years of experience in the financial advisory industry. She has been with Martin Capital Advisors, LLP since 2016. Martin Capital Advisors manages portfolios for high-net-worth individuals, trusts, estates, charitable organizations, and businesses, providing discretionary portfolio management, financial planning, and performance reporting. The firm’s investment approach focuses on long-term returns driven by asset allocation, using both active and passive strategies, and includes options-based hedging in certain portfolio types.

Joshua Lynch is a CFA® charterholder and holds a Series 66 license with 16 years of industry experience. He has been with SWBC Investment Services since 2011, currently serving at SWBC Investment Company in San Antonio, TX. SWBC Investment Company provides investment advisory services to individuals, including high-net-worth clients, banking and thrift institutions, charities, and pooled investment vehicles. The firm employs a combination of internal portfolio teams and third-party managers, offering discretionary portfolio management, financial planning, sub-advisory services, and private fund management with a focus on value-add real estate investments and private placements.

Elizabeth Alamillo is a financial advisor at Wela Financial Advisory in San Antonio, TX, with seven years of industry experience. She holds Series 63 and Series 65 licenses and previously worked with Equitable Advisors and AXA Advisors. 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 uses a multi-fund-manager approach, combining fundamental and technical analysis, and offers a financial planning membership that provides ongoing client access and engagement.

Paul Marshall III is a financial advisor with SWBC Investment Company in San Antonio, TX, holding Series 63 and Series 65 licenses and having 21 years of industry experience. He has been with SWBC Investment Company and its affiliated entity, SWBC Investment Services, LLC, since 2015. Outside of his advisory role, he is an organizer for the St. Baldricks Foundation, a nonprofit focused on fundraising. SWBC Investment Company provides investment advisory services to individuals, including high-net-worth clients, banking and thrift institutions, charities, and pooled investment vehicles. The firm offers discretionary portfolio management, financial planning, sub-advisory services, and manages private investment funds with a focus on value-add real estate and private placements.

Angel Melgoza is a CFP®-certified financial advisor with 11 years of industry experience. He is currently with Financial Life Advisors, where he has worked since 2026, and has previously held roles at firms including YFP Planning, Origin Financial, and LPL Financial LLC. Melgoza holds Series 65 and Series 63 licenses. Financial Life Advisors is a seven-advisor team managing approximately $366 million in client assets. The firm offers comprehensive financial planning and investment management services to individuals, high-net-worth clients, and institutional entities, using a range of analysis techniques and discretionary portfolio management strategies.

Jerald Liesman is a financial advisor at Frost Investment Services with 33 years of industry experience. He holds a Series 63 designation and has worked at Frost Brokerage Services, Inc. and Frost Bank since 1993 and 1987, respectively. Frost Investment Services is a retail-focused, SEC-registered adviser serving individuals, trusts, estates, charitable organizations, and business entities. The firm offers discretionary portfolio management, comprehensive financial planning, and managed account programs that integrate model portfolios from its affiliate with third-party managers, utilizing a research-driven investment process and providing optional tax and ESG overlay services.

Matthew Nerz is a CFA® charterholder with six years of industry experience. He is currently with Titleist Asset Management, LLC, where he has worked since 2026, and also serves as managing partner of The XPO Partners, LLC, a tax and accounting firm based in Houston. His prior experience includes roles at Park Avenue Securities and Guardian Life Insurance Company. Titleist Asset Management, LLC is a multi-advisor wealth manager serving individuals, trusts, estates, and employer-sponsored retirement plans. The firm offers discretionary portfolio management and financial planning through a rules-based, client-specific asset allocation system overseen by an investment committee.

Laura Cantu is a financial advisor at Sendero Wealth Management, LLC with a Series 65 credential and experience spanning several roles since 2015, including positions at Merrill Lynch and Aspiriant. She joined Sendero Wealth Management in 2024. Prior to her advisory career, she held roles at eBay and the University of Texas at San Antonio. 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 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.