David Shields is a financial advisor with Wealth Watch Advisors, Inc in San Antonio, TX, holding a Series 65 designation and nine years of industry experience. He has worked with Wealth Watch Partners, Inc since 2019 and Wealth Watch Advisors, LLC since 2015, and previously spent 12 years at Wealthmark Advisors, Inc. In addition to advisory services, he is an independent insurance agent and owner at Wealth Watch Partners, Inc. Wealth Watch Advisors provides advisory services to a diverse client base, including individuals, pension plans, trusts, estates, charitable organizations, corporations, and other registered investment advisers. The firm employs a multi-method investment approach managed through third-party model managers and offers private placements to accredited investors.

Robert Johnson is a CFP® and PFS™ credentialed financial advisor with 26 years of industry experience. He is affiliated with Alamo Advisors, LP and has been involved with both Alamo Advisors and RNJ Management, LLC since 2002. Alamo Advisors, LP serves primarily high-net-worth individuals and charitable organizations, focusing on investment advisory services through selecting and monitoring independent third-party money managers. The firm emphasizes a non-discretionary investment approach, quarterly performance reviews, and provides additional accounting and tax preparation services.

Daniel Fuentes is a CFP® and ChFC® with 40 years of experience in financial advising. He has worked with various USAA entities since 2009 and is currently with USAA Investment Services Company. USAA Investment Services Company serves USAA members and the general public by providing retirement-focused advice and referral services. The firm specializes in delivering a Retirement Income Strategy Report and refers clients to Charles Schwab for investment products, operating primarily as a retirement-advice intermediary rather than a portfolio manager.

Michael Burbank is a financial advisor at Avior Wealth Management, LLC in San Antonio, TX, holding a Series 65 designation. He has 11 years of industry experience, including a decade at USAA before joining Avior Wealth Management in 2026. Avior Wealth Management serves a diverse client base that includes high-net-worth individuals, institutional clients, and financial institutions. The firm offers investment management, financial planning, pension consulting, and business consulting services, using a fundamental analysis approach and a combination of direct portfolio management and separately managed account models.

Maraud Pemberton is a financial advisor with USAA Investment Services Company, holding Series 63 and Series 66 credentials and seven years of industry experience. Prior to joining USAA, he worked at Morgan Stanley and Principal Life Insurance Company. In addition to his advisory role, he works as a bartender/server at Outback Steakhouse. USAA Investment Services Company provides retirement-focused advice and referral services primarily to USAA members and individual investors, emphasizing discussions on retirement savings, asset allocation, risk tolerance, and income planning. The firm operates mostly as a referral intermediary and does not manage client assets or charge percentage-of-assets fees.

William Alford is a financial advisor at Titleist Asset Management, LLC with nine years of industry experience. He holds a Series 66 designation and has previously worked at firms including World Investment Advisors, Fidelity Investments, and JP Morgan Securities. Outside of his advisory role, he is involved in insurance sales through Bill Alford Insurance Services. Titleist Asset Management provides investment management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, employee plans, and charitable organizations. The firm uses a Rules Based Investing Total Return System and offers customized portfolios overseen by an investment committee, integrating a range of strategies and access to affiliated brokerage and insurance services.

Evert Chung is a financial advisor at Tucker Asset Management LLC with one year of industry experience. He holds a Series 65 credential and previously served 21 years in the US Army. His background includes roles at Family First Life and World Financial Group. Tucker Asset Management serves individual and high-net-worth clients as well as foundations, trusts, estates, and charitable organizations, offering discretionary investment management, financial planning, and retirement plan advisory through a network of investment adviser representatives. The firm employs a top-down macroeconomic asset-allocation approach and integrates alternative investments, including private and non-liquid strategies.

Willis Fawcett IV is a financial advisor at Titleist Asset Management, LLC with nine years of industry experience. He has held roles at Titleist Capital, MML Investors Services, and Joe W. Fly Company. Outside of his advisory work, he is the owner of Vista Entera Consulting, LLC, a consulting services firm. 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 customizes portfolios to client objectives using a range of allocation strategies and employs a rules-based investing system supplemented by various investment products and affiliated services.

Lawrence Conti Jr. is affiliated with Gradient Advisors, LLC and holds Series 63 and Series 65 designations. He has over two decades of experience in the industry, including roles at Conti & Conti LLC and Gallucci & Conti Insurance Services, Inc. since 2001. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to a diverse range of clients, including individuals, retirement plans, trusts, estates, charitable organizations, and corporations. The firm operates primarily through third-party money managers and investment advisor representatives, employing a largely non-discretionary model that incorporates fundamental, technical, and cyclical analysis.

Mark Hogan is a CFP® with 38 years of industry experience, currently serving at Snowden Capital Advisors LLC since 2018. He previously held roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory work, Hogan serves as Chairman of the Executive Board for the Southern Baptist of Texas Convention, Chair of the Board for Encourage Global, and is a member of the Board of Directors for Prescient, a medical services company focused on DNA and gene splitting patents. Snowden Capital Advisors LLC serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and institutional clients, offering discretionary and non-discretionary portfolio management, investment consulting, and financial and estate planning. The firm combines multi-team scale with institutional capabilities and a broad use of third-party managers and global custodian platforms.

Emanuel Gonzalez is a CFP®-designated financial advisor at SageSpring Wealth Partners with 14 years of industry experience. His prior work includes roles at Raymond James Financial Services and Le-Vel. Gonzalez leads his own wealth management teams operating under Southwestern Investment Group. SageSpring Wealth Partners serves a diverse client base ranging from individual households to institutional and plan sponsors. The firm offers tailored investment management and consulting services, combining fundamental and technical analysis, and access to third-party managers and platform programs.

Timothy Kiesow is a CFP® and ChFC® with 20 years of experience in financial services, currently with USAA Investment Services Company. He has held various roles within the USAA organization since 2014, including positions at USAA Life Insurance Company and USAA Financial Advisors, Inc. based in San Antonio, TX. 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 offers a Retirement Income Strategy Report and facilitates referrals to third-party advisers rather than managing client assets directly.

Nicholas Rodriguez is a CFP® professional with two years of industry experience. He currently works at Merit Financial Advisors in San Antonio, TX, and has previously been employed at several firms including Purshe Kaplan Sterling Investments and Commonwealth Financial Network. Outside of financial advising, he operates a pressure washing business. Merit Financial Advisors is a multi-team registered investment adviser with over 260 advisors serving more than 20,000 clients across 66 offices. The firm offers coordinated wealth-management services and employs a long-term, diversified investment approach overseen by an internal Investment Management team and Investment Committee.

Michael Walters is a CFP® with eight years of industry experience, currently serving as a financial advisor at Prosperitas Financial, LLC. His prior roles include positions at SWBC Investment Services and Teamwork Financial Advisors. In addition to his advisory work, he is licensed to educate clients on Medicare Advantage and Supplemental Plans. Prosperitas Financial, LLC is a multi-team registered investment adviser managing over $800 million for nearly 1,750 clients. The firm provides asset management, financial planning, and retirement consulting for individuals, trusts, pension plans, and businesses, using a diversified approach that includes individual securities and third-party managers.

Lara Sterns is a financial advisor at Snowden Capital Advisors LLC with 38 years of industry experience. She holds a Series 63 designation and has previously worked at Snowden Lane Partners, Wells Fargo Clearing, and Wells Fargo Advisors LLC. Based in San Antonio, TX, she has worked in the financial services industry since 1986. 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, third-party manager selection, and financial and estate planning, utilizing a range of investment tools and programs while maintaining oversight of both internal and external assets.

Camden Elliott is a financial advisor at Titleist Asset Management, LLC with one year of industry experience. He holds a Series 65 designation and has worked at several organizations including Badlands Big Sticks and the University of Houston Athletic Department. Elliott is also involved with Vision Based Planning LLC as an associate advisor. Titleist Asset Management provides investment management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, employee plans, charitable organizations, and businesses. The firm employs a Rules Based Investing Total Return System and offers a range of portfolio strategies overseen by an investment committee.

Gary Haack is a financial advisor with Compass Financial Management LLC in San Antonio, TX, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been involved with Texas Retirement Strategies since 1995 and has worked at CreativeOne Wealth, LLC and CoreCap Investments Inc. He is the owner of Texas Retirement Strategies, a business focused on fixed annuities and life insurance. Compass Financial Management LLC serves individual and high-net-worth clients as well as pension and profit-sharing plans, offering discretionary investment management and retirement-plan consulting. The firm employs a variety of investment approaches including equities, fixed income, mutual funds, ETFs, and uses both third-party managers and internally managed model portfolios.

Christopher Bingham is a financial advisor at Advisory Services Network with 25 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Charles Schwab Bank and Charles Schwab & Co., Inc. since 2000. Bingham also works as an independent insurance agent offering products through unaffiliated insurance companies. Advisory Services Network serves individuals, families, corporations, charitable organizations, and employer retirement plans. The firm’s network of independent advisers provides portfolio management, financial planning, investment and retirement-plan consulting, and third-party manager selection, overseeing approximately $8.6 billion in client assets.

Kevin Beall is a ChFC® and Series 66 registered financial advisor with 24 years of industry experience. He has worked with various USAA entities since 2008, including USAA Life Insurance Company, USAA Investment Services Company, Usaa Financial Advisors Inc, and USAA financial planning services, all based in San Antonio, TX. USAA Investment Services Company provides retirement-focused advice and referral services primarily to USAA members and the general public. The firm delivers a Retirement Income Strategy Report and refers clients to Charles Schwab for investment products, operating as a referral and retirement-advice intermediary rather than a portfolio manager.

Bryan Hicks is a financial advisor at Hilltop Securities Inc. in San Antonio, TX, holding Series 63 and Series 66 licenses with 26 years of industry experience. His prior roles include positions at Edward Jones and Charles Schwab, where he worked for over a decade. Hilltop Securities Inc. provides brokerage, advisory, and retirement-plan consulting services to individuals, corporations, nonprofits, and institutional clients. The firm offers a range of portfolio management programs and uses an open-architecture platform with multiple investment strategies and operational features that include municipal bond strategies and custody capabilities.