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.

Scott Wallace is a CFP® professional with 32 years of experience in financial services. He is currently affiliated with Kovack Advisors, Inc. and Kovack Securities, Inc., with prior experience at Cetera and his own Wallace Wealth Management, which he has maintained since 2008. Kovack Advisors, Inc. is a multi-team registered investment adviser with approximately 260 advisors and over $6 billion in client assets. The firm serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, banks, and government entities, utilizing a combination of internally developed models and third-party managers supported by an Envestnet workflow.

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.

Ramiro Marmolejo is a CFP® and ChFC® with 15 years of industry experience, currently serving as an advisor at Wealth Watch Advisors, Inc. He has been with the firm since 2015. Marmolejo is also an independent licensed insurance agent specializing in life, accident, health, and HMO insurance sales. Wealth Watch Advisors provides advisory services to a diverse client base that includes individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, financial institutions, and other registered investment advisers. The firm uses a combination of quantitative, qualitative, and technical methods to manage portfolios and offers access to alternative private placements for eligible accredited investors.

Richard Judd is a financial advisor with Titleist Asset Management, LLC, holding CFP®, ChFC®, and Series 66 designations and bringing 25 years of industry experience. He has been with Titleist Asset Management since 2023 and was previously with Titleist Capital, LLC. In addition to his financial advisory role, Judd is an independent pilot contractor who flies passengers. 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 customizes portfolios based on client objectives, employs a Rules Based Investing Total Return System, and offers integrated tax and accounting services through an affiliated provider.

Hunter Shields is a financial advisor at Wealth Watch Advisors, Inc. with two years of industry experience. He holds a Series 65 designation and has worked at Wealth Watch Advisors since 2023. Outside of advising, Mr. Shields offers life insurance and annuities to clients when appropriate. Wealth Watch Advisors serves a broad client base including individuals, pension plans, trusts, charitable organizations, corporations, and other registered investment advisers. The firm employs a range of strategies using third-party model managers and provides financial planning, consulting, and solicitation services.

Randol Wilke is a financial advisor with USAA Investment Services Company based in San Antonio, TX. He holds Series 63 and Series 65 licenses and has 26 years of industry experience. Wilke’s career includes extensive tenure at various USAA entities since 1998, including roles in life insurance and financial planning services. 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 emphasizes retirement income planning and referrals to third-party advisers, operating primarily as a referral intermediary rather than managing client assets directly.

Alex Perez is a financial advisor with Foundations Investment Advisors LLC in San Antonio, TX, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has previously worked at Principal Securities Inc, Principal Life Insurance Company, and OFG Financial Services, Inc., and he is the owner of Spectrum Advisory Group, LLC. Foundations Investment Advisors provides financial planning and portfolio management services to individuals, high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm employs a mix of fundamental, technical, and cyclical analysis, using model portfolios and an asymmetric rebalancing approach, and engages third-party sub-advisers and custodians to support its investment strategies.

Daniel Peterson is a CFP® and PFS™ with 26 years of industry experience. He has been with Alamo Advisors, LP since 2002. Alamo Advisors serves high-net-worth individuals and charitable organizations by providing investment advisory services focused on selecting and monitoring unaffiliated third-party money managers. The firm manages nearly $3.9 billion across about 231 clients, primarily on a non-discretionary basis, and emphasizes aligning investments with clients’ objectives and risk tolerances.

Benjamin Teague is a financial advisor at USAA Investment Services Company with 15 years of industry experience. He holds a Series 66 designation and has worked in various roles within USAA-affiliated entities since 2010. Outside of his advisory work, he serves as a non-public arbitrator for FINRA, providing dispute resolution decisions on eligible cases. USAA Investment Services Company serves USAA members and the general public by offering retirement-focused advice and referral services. The firm does not manage client assets but supports clients through retirement income planning and refers investment accounts to Charles Schwab.

Madison Franklin is a financial advisor with Strategic Financial Concepts, LLC, holding a Series 66 designation and five years of industry experience. Madison has worked at Strategic Financial Concepts since 2020 and has been associated with LPL Financial and National Financial Alliance since 2019. Outside of financial services, Madison was involved with Boerne Invado Volleyball in 2017 and worked at the University of Texas at San Antonio from 2016 to 2019. Strategic Financial Concepts, LLC offers personalized investment advisory and financial planning services to a diverse client base including individuals, pension plans, trusts, and charitable organizations. The firm employs discretionary investment management with model portfolios and third-party managers, and integrates a variety of LPL-sponsored programs while maintaining a notable focus on insurance-related activities.

James Jedrziewski is an investment advisor representative with Maridea Wealth Management and holds a Series 66 designation. He has 17 years of industry experience, including roles at MassMutual Life Insurance Company and MML Investors Services. In addition to his advisory work, he is a licensed insurance agent with Maridea Insurance Company, where he spends part of his time on insurance sales and implementation. 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. The firm operates as a fiduciary, emphasizes long-term portfolio construction using fundamental analysis and modern portfolio theory, and offers outsourced CFO services and coordination with affiliated tax and insurance entities.

Jorge Crespin is a financial advisor with USAA Investment Services Company in San Antonio, TX, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. His career includes roles at USAA Life Insurance Company and various USAA financial planning and advisory services from 2007 onward. He also served at the Universal Life Church Monastery from 2015 to 2019. 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 facilitate retirement planning discussions and refers clients to Charles Schwab for investment products and account management.

Whitney Moldenhauer is a financial advisor with USAA Investment Services Company, holding Series 63 and Series 65 designations and bringing 17 years of industry experience. Her career includes roles at multiple USAA entities since 2007 and a two-year period working with Cherokee Rose Wedding Venue. Outside of finance, she is a distributor for L'Bri, an aloe vera-based skincare business. USAA Investment Services Company serves USAA members and the general public by providing retirement-focused advice and referral services. The firm emphasizes retirement income planning and refers clients to Charles Schwab for investment products, operating primarily as a referral and advice intermediary rather than a portfolio manager.