Penny Jones is a CFP® and Series 65-licensed financial advisor with five years of industry experience. She is currently with Titleist Asset Management, LLC and has prior experience at Illumination Wealth Management, McHenry Capital, LLC, and operated her own firm, Pennyshield Financial, LLC. She also served on the faculty at Texas A&M University for eight years. Outside of her advisory work, Penny holds a vice president/director role in Prewitt Management, a family limited partnership. Titleist Asset Management provides investment management, financial planning, and retirement-plan advisory services to a diverse client base including high-net-worth individuals and institutional entities. The firm uses a Rules Based Investing Total Return system and offers a range of allocation strategies overseen by an investment committee, along with integrated tax and accounting services through an affiliated provider.

Neil Kalb is a financial advisor at Titleist Asset Management, LLC with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Titleist Capital, LLC since 2011 before joining Titleist Asset Management in 2023. Titleist Asset Management provides investment management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, qualified employee plans, charitable organizations, and business entities. The firm utilizes a Rules Based Investing Total Return System and offers customized portfolios overseen by an investment committee, combining advisory services with affiliated brokerage and insurance activities.

Edward Hart is a Series 63 and Series 65 licensed financial advisor with 26 years of industry experience. He has been with Sendero Wealth Management, LLC since 2012, currently serving in the firm’s San Antonio office. Outside of Sendero, Hart holds roles on family office investment committees and manages personal investment entities focused on private equity and risk management. Sendero Wealth Management provides investment advice and comprehensive wealth management services primarily to high-net-worth individuals, multi-generational families, and select institutions. The firm employs a structured guidance process and client-specific investment policies, using a combination of active and passive strategies alongside a due diligence program for third-party managers.

Michael Sierra is a CFP® professional at 1900 Wealth with three years of industry experience. He previously worked at First Financial Trust & Asset Management for four years and Argent Trust Company for seven years. 1900 Wealth serves a diverse client base including individuals, family offices, and institutional entities, offering financial planning, consulting, and investment management. The firm emphasizes strategic asset allocation and uses low-cost ETFs and mutual funds to build diversified portfolios tailored to client goals and risk tolerance.

Thomas Faught is a financial advisor at Cary Street Partners with 38 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 66 licenses. Since 2013, he has worked at Cary Street Partners and its affiliated entities, and since 2009, at Riverstone Wealth Management. He serves on the FINRA Content Committee, contributing to the development and review of industry qualification exams. Cary Street Partners provides discretionary and non-discretionary wealth management and advisory services to a diverse client base, including individuals, charitable organizations, corporations, and retirement plans. The firm offers portfolio management, financial and retirement planning, and access to alternative investments, utilizing both third-party and proprietary strategies.

Stephen Bell is a financial advisor at Sendero Wealth Management, LLC with two years of industry experience. He holds a Series 65 designation and previously worked at Exencial Wealth Advisors, LLC, Broadway Bank, and Alsay Inc. in various roles prior to joining Sendero. 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 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.

Tara Maxwell is a financial advisor with Sendero Wealth Management, LLC in San Antonio, TX, holding Series 63 and Series 65 licenses and offering 27 years of industry experience. She has been with Sendero Wealth Management since 2007, including its earlier formation and affiliated entities. She also serves as a Supervisor of Sendero Family Office, LLC, contributing to the operational and administrative management of a high-net-worth family office. Sendero Wealth Management provides investment advice and comprehensive wealth management services to high-net-worth individuals, multi-generational families, and select institutions, typically focusing on clients with $3 million or more in investable assets. The firm uses a structured investment approach, combining active and passive strategies within client-specific Investment Policy Statements, and manages approximately $6.5 billion in assets under management.

Frank Acosta is a financial advisor with IHT Wealth Management LLC in San Antonio, TX, holding Series 63 and Series 66 licenses and possessing 24 years of industry experience. He has worked with IHT Wealth Management and LPL Financial since 2019, and previously with Sigma Financial from 2014 to 2019. Outside of advisory work, he serves as an adjunct professor at Palo Alto Community College. IHT Wealth Management serves individuals, pension and profit-sharing plans, charitable organizations, trusts, and corporate clients. The firm employs a blend of fundamental stock selection and quantitative tools to manage diversified portfolios using ETFs, mutual funds, third-party managers, fixed income, and option strategies, supported by a network of approximately 153 advisors.

Christopher King is a financial advisor with Gradient Advisors, LLC, holding a Series 66 designation and two years of industry experience. He previously worked at MML Investors Services LLC and Mass Mutual Life Insurance Company. King has also been involved with Pinnacle Strategic Wealth, Inc. in an advisory role. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm operates primarily through a network of Investment Advisor Representatives and third-party money managers, focusing on a largely non-discretionary model where clients approve transactions and portfolio decisions utilize fundamental, technical, and cyclical analysis.

Lisa Alvarado is a financial advisor with Titleist Asset Management, LLC, holding the Series 63 and Series 66 designations and bringing 23 years of industry experience. Her prior experience includes 13 years at J.P. Morgan Securities LLC. She is also an angel investor and partner in Zephyr Technologies, a company that develops software to analyze game videos and recommend strategies. Titleist Asset Management provides investment management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, qualified plans, charitable organizations, and businesses. The firm employs a Rules Based Investing (RBI) Total Return System with customized portfolios overseen by an investment committee, offering a range of allocation strategies and integrating affiliated brokerage, insurance, tax, and accounting services.

Trenton Leffingwell is a financial advisor at Titleist Asset Management, LLC in San Antonio, TX, with four years of industry experience. He holds a Series 66 credential and has previously worked at Cetera, IMG Financial Group, and Securian Financial Services. Titleist Asset Management provides investment management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, qualified employee plans, charitable organizations, and business entities. The firm employs a Rules Based Investing Total Return System and offers customized portfolios overseen by an investment committee.

Maria Valencia is a financial advisor at Titleist Asset Management, LLC with 22 years of industry experience. She holds a Series 66 designation and has been with Titleist since 2023, having also worked at Titleist Capital, LLC since 2016. Outside of her advisory roles, she serves on the board and executive committee of LIFEGIFT, a nonprofit organ procurement organization in Texas, where she chairs the Finance and Investment Committee and acts as Treasurer. Titleist Asset Management provides investment management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, qualified employee plans, charitable organizations, and business entities. The firm uses a Rules Based Investing Total Return System overseen by an investment committee and offers a range of allocation strategies tailored to client objectives.

Janice Wong is a financial advisor with Foundations Investment Advisors LLC in San Antonio, TX, holding Series 63 and Series 65 credentials and bringing 22 years of industry experience. She previously worked at Nationwide Investment Services Corporation for 14 years and is concurrently involved with Huey Enterprises, Inc., a family-owned Chinese restaurant where she serves as a standby manager on weekends. Foundations Investment Advisors provides financial planning and portfolio management to a diverse client base, employing model portfolios, a mix of analytical approaches, and utilizing third-party sub-advisers and custodians.

Mario Barrera is a financial advisor with Foundations Investment Advisors LLC, holding a Series 65 credential and four years of industry experience. His career includes roles at Foundations Investment Advisors since 2024, Queen B Advisors from 2022 to 2024, and a 20-year tenure at United Services Automobile Association. Outside of advisory work, he is involved in MAGELLAN INSURANCE, where he offers insurance and annuity solutions to retail clients. Foundations Investment Advisors, LLC provides financial planning and portfolio management to a diverse client base, including individual and high-net-worth clients, retirement plans, and registered investment companies. The firm employs a combination of fundamental, technical, and cyclical analysis along with model portfolios and asymmetric rebalancing to manage investments.

Jeromy White is a financial advisor at Titleist Asset Management, LLC with 22 years of industry experience. He holds the Series 66 designation and has worked at Titleist Capital, LLC and Investment Professionals, Inc. prior to his current role. He also operates Blum and White Wealth Management, LLC. Titleist Asset Management provides investment management, financial planning, and retirement-plan advisory services to a variety of clients, including high-net-worth individuals, trusts, and business entities. The firm employs a rules-based investing approach and offers customized portfolios overseen by an investment committee.

Matthew Richter is a financial advisor with 3 years of industry experience, currently with 1900 Wealth. He holds Series 63 and Series 65 licenses and previously worked for Lucas Petroleum Group Inc for 9 years. 1900 Wealth serves individuals, family offices, pension and profit-sharing plans, trusts, estates, corporations, and other entities with financial planning, consulting, and investment management. The firm emphasizes strategic asset allocation using low-cost ETFs and mutual funds, provides customized managed portfolios through sub-advisers, and manages affiliated private funds while recommending related banking services through its common ownership with Jefferson Bank.

Christopher Rawson is a CFP® professional with 24 years of experience in the financial services industry. He is currently with Titleist Asset Management, LLC and has previously worked at Titleist Capital, LLC and Investment Professionals, Inc. Outside of his advisory work, he is a shareholder in a family-owned fitness club business. Titleist Asset Management provides investment management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, qualified employee plans, charitable organizations, and business entities, using a Rules Based Investing system and offering a range of customized portfolio strategies.

Chase O'banion is a financial advisor at Titleist Asset Management, LLC in San Antonio, TX, holding a Series 66 credential with one year of industry experience. Prior to joining Titleist, he had roles at Fidelity Investments. Titleist Asset Management provides investment management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, employee plans, charitable organizations, and business entities. The firm uses a Rules Based Investing Total Return System and offers a range of portfolio strategies tailored to client objectives, combining advisory services with affiliated brokerage and insurance activities.

Richard Dullnig is a financial advisor at 1900 Wealth with 32 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at Ameriprise and Investment Professionals, Inc. Outside of his advisory role, he serves as President of the Oakwell Farms HOA Board of Directors and as Treasurer for the San Antonio Stock Show & Rodeo BBQ Committee. 1900 Wealth serves a range of clients including individuals, family offices, pension plans, and corporations, offering financial planning, consulting, and investment management. The firm emphasizes strategic asset allocation using low-cost ETFs and mutual funds to build diversified portfolios tailored to client objectives and routinely manages accounts on a discretionary basis.

Thomas Moore is a CFP® professional with four years of industry experience, currently serving at Titleist Asset Management, LLC. His prior roles include positions with Secure Financial Management and Northwestern Mutual. Titleist Asset Management provides investment management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, qualified employee plans, charitable organizations, and business entities. The firm employs a rules-based investing system and offers a range of allocation strategies overseen by an investment committee.