Joshua Hogan is a financial advisor at Snowden Capital Advisors LLC with 10 years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Clearing and Wells Fargo Advisors. Hogan has been with Snowden Lane Partners since 2018. Snowden Capital Advisors LLC serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and other institutional clients. The firm offers discretionary and non-discretionary portfolio management, investment consulting, and financial and estate 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.

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 has worked with firms including VitalStone Financial, Private Client Services, and MML Investors Services. Outside of his advisory role, Mr. Marriott serves as an emergency physician and associate professor at UT Health San Antonio and is involved with a startup developing a medical app to improve pregnancy outcomes, where he serves on the board and advises on medical algorithms. Maridea Wealth Management provides discretionary investment management, financial planning, and business-oriented services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm operates as a fiduciary, emphasizing long-term portfolio construction using fundamental analysis and modern portfolio theory, with continuous account monitoring and formal annual reviews.

Roger Sawtelle is a financial advisor at Avior Wealth Management, LLC with 10 years of industry experience. He holds the ChFC® designation and Series 63 license. His prior roles include positions at Nelson Van Denburg & Campbell Wealth Management Group, LLC and Sawtelle Financial Management, LLC. Avior Wealth Management is an SEC-registered enterprise adviser managing over $5 billion in client assets with approximately 120 financial professionals. The firm serves individuals, pension and retirement plans, charitable and corporate entities, and banking institutions, offering discretionary and non-discretionary investment management, financial planning, and business consulting.

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 at Titleist Asset Management, LLC with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at CapFinancial Securities LLC, CapFinancial Partners LLC (CAPTRUST), and several other firms since 2011. Outside of his advisory role, he serves on the boards of local nonprofits, including the Landa Gardens Conservancy and Hemisfair Conservancy, and is a managing member of Hammerhead Ventures, which invests in privately held companies. 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 and offers customized portfolios 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 in Shavano Park, TX, holding Series 63 and Series 65 licenses. He has three years of industry experience, including prior roles at Morgan Stanley and E*TRADE Securities. Outside of his advisory work, he has a diverse background that includes teaching positions and various roles in the service industry. Maridea Wealth Management serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, providing discretionary investment management, financial planning, and business-oriented services such as outsourced CFO support. The firm operates as a fiduciary, focusing on personalized, long-term portfolio construction using fundamental analysis and modern portfolio theory.

Jason Odette is a CFP® professional with 29 years of experience in financial advisory roles. He currently serves as an Investment Advisor Representative at Maridea Wealth Management and is also registered with Private Client Services, LLC. In addition to his advisory work, Mr. Odette is a licensed insurance agent involved with Maridea Insurance Company, LLC. Maridea Wealth Management serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans by providing discretionary investment management, financial planning, and business-oriented services, including outsourced CFO support. The firm operates as a fiduciary and employs a long-term, personalized approach to portfolio construction, utilizing diversified mutual funds, ETFs, and other investment vehicles as appropriate.

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.

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.

Randy Olfers is a financial advisor at Verity Asset Management with 17 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at several firms including Teachers Pension, Axio Financial LLC, and Investment Professionals. Outside of advising, he is an insurance agent affiliated with two insurance agencies. Verity Asset Management is an SEC-registered adviser serving individual, corporate, institutional clients, and other investment advisers. The firm employs a model-driven investment approach emphasizing tactical asset allocation across diverse asset classes and offers discretionary and non-discretionary portfolio management and retirement-plan advisory services.

Lee Daniels is a Certified Financial Planner™ (CFP®) with 21 years of industry experience. He is currently with Titleist Asset Management, LLC and also serves as managing partner of The XPO Partners, LLC, an accounting and tax firm. His prior experience includes roles at Park Avenue Securities, Waddell & Reed, and various insurance agencies. Titleist Asset Management provides investment management, financial planning, and retirement-plan advisory services to individuals, trusts, charitable organizations, and business entities. The firm employs a rules-based investing system with customized portfolios overseen by an investment committee and integrates tax and accounting services through an affiliated provider.

Marc York is a financial advisor with Titleist Asset Management, LLC in San Antonio, TX, holding a Series 66 designation and 25 years of industry experience. Prior to joining Titleist in 2024, he worked at Wells Fargo Clearing and Wells Fargo Advisors LLC for a combined nine years. Outside of his advisory role, he has ownership interests in several investment-related entities in San Antonio. Titleist Asset Management provides investment management, financial planning, and retirement-plan advisory services to a range of clients including individuals, trusts, estates, and charitable organizations. The firm uses a Rules Based Investing Total Return System and offers customized portfolios overseen by an investment committee, integrating brokerage, insurance, tax, and accounting services within its multi-team structure.

Jared Hunt is a financial advisor at Sendero Wealth Management, LLC with nine years of industry experience. He holds the Series 66 designation and previously worked at Sunbelt Securities Inc from 2015 to 2024 before joining Sendero in 2024. 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 services, and multi-generational legacy planning using an open-architecture model that combines strategic asset allocation with active, passive, alternative, and private investment strategies.

Joe Ben O'banion is a financial advisor with Titleist Asset Management, LLC, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has been with the Titleist entities since 2003, serving as a managing partner for Titleist Asset Management, Ltd and Titleist Capital, LLC, and joined Titleist Asset Management, LLC in 2022. 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 and offers customized portfolios overseen by an investment committee, integrating advisory services with affiliated brokerage and insurance activities as part of its multi-team structure.

Elizabeth Crawford is a financial advisor at Sendero Wealth Management, LLC with 14 years of industry experience. She holds a Series 65 designation and has been with Sendero since 2012. Sendero Wealth Management provides investment advice and comprehensive wealth management services primarily to high-net-worth individuals, multi-generational families, and select institutions, focusing on clients with $3 million or more in investable assets. The firm employs a structured guidance process and client-specific investment policy statements, using both active and passive strategies with a due-diligence program for third-party managers.

Joseph Ochoa is a financial advisor with USAA Investment Services Company in San Antonio, TX, holding Series 63, 65, and 66 licenses and bringing 37 years of industry experience. His prior roles include positions at USAA Life Insurance Company, USAA Financial Advisors, Inc., and a brief tenure at Uber. USAA Investment Services Company serves USAA members and the general public by providing retirement-focused advice and referral services. The firm offers a Retirement Income Strategy Report to facilitate discussions on saving and income planning and refers clients to Charles Schwab for investment products, operating primarily as a referral and retirement-advice intermediary rather than a portfolio manager.