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.

Marc Marquez is a financial advisor with Titleist Asset Management, LLC, holding a Series 66 credential and 24 years of industry experience. His prior roles include positions at Ameriprise Financial Services and leading Sagaboy Holdings, Inc., a business entity managing independent contractor work. Titleist Asset Management provides investment management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals and business entities. The firm uses a Rules Based Investing Total Return System and offers customized portfolios overseen by an investment committee.

Gregory Muenster is a financial advisor with Sendero Wealth Management, LLC in San Antonio, TX, holding Series 63, 65, and 66 licenses and bringing 24 years of industry experience. Prior to joining Sendero Wealth Management in 2017, he worked at US Trust/Bank of America for 24 years. Sendero Wealth Management provides investment advice and comprehensive wealth management services to high-net-worth individuals, multi-generational families, and select institutions, generally focusing on clients with $3 million or more in investable assets. The firm employs a structured guidance process and client-specific investment policy statements, utilizing an open-architecture mix of active and passive strategies along with a thorough due diligence program for third-party managers.

Nathan Cumberland is a financial advisor with USAA Investment Services Company and holds a Series 66 designation. He has been in the financial industry since 2021, with prior experience at State Farm and several real estate and service-related companies. USAA Investment Services Company provides retirement-focused advice and referral services primarily to USAA members and the general public. The firm supports clients with retirement income planning and refers investment accounts to Charles Schwab, operating as a retirement-advice intermediary rather than a portfolio manager.

Nathan Sharp is a Series 66-registered financial advisor with Savvy in San Antonio, Texas, bringing 16 years of industry experience. He previously worked at Marcado Asset Management LLC for nine years and at My Group, LLC dba The Maresh Yoshida 401k Group for five years. Savvy provides investment and financial planning services to individuals, trusts and estates, businesses, ERISA plan sponsors, and charitable organizations. The firm employs a primarily index-based, long-term investment approach supplemented with active equity portfolios and tax-aware direct indexing, integrating third-party fintech tools and specialized sub-adviser strategies.

Eric Gates Jr. is a financial advisor with USAA Investment Services Company, holding a Series 66 designation and 22 years of industry experience. He has worked at various USAA entities since 2009, including 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 and refers clients to Charles Schwab for investment products and account services, operating as a retirement-advice intermediary rather than a portfolio manager.

Jason Arredondo is a financial advisor with IAMS Wealth Management, LLC in San Antonio, TX, holding a Series 65 designation and four years of industry experience. He has been with IAMS Wealth Management since 2021 and is also an insurance agent with Texas Secure Life, where he has worked since 2013. IAMS Wealth Management provides investment advisory and financial planning services to individuals, retirement plans, trusts, estates, corporations, and charitable organizations. The firm primarily delivers discretionary portfolio management using proprietary and third-party model portfolios and asset allocation strategies across various asset classes.

Carlos Castorena is a financial advisor with Titleist Asset Management, LLC in San Antonio, TX. He holds a Series 65 credential and has two years of industry experience. His prior work includes roles at Broadway Wealth Solutions, Principal Financial Group, USAA, Alliance Bernstein, and Frost Bank. Titleist Asset Management provides investment management, financial planning, and retirement-plan advisory services to a diverse client base including individuals, trusts, estates, and qualified employee plans. The firm employs a Rules Based Investing Total Return System and offers customized portfolios overseen by an investment committee.

Patrick Ibarra is a financial advisor with USAA Investment Services Company, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. He has worked within various USAA entities since 2013, including USAA Life Insurance Company and USAA Financial Advisors, INC. USAA Investment Services Company serves USAA members and the general public by providing retirement-focused advice and referral services, producing Retirement Income Strategy Reports and referring clients to Charles Schwab for investment products and account services. The firm operates primarily as a referral and retirement-advice intermediary rather than a portfolio manager.