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 in San Antonio, TX, holding a Series 66 designation and six years of industry experience. Prior roles include positions at LPL Financial and National Financial Alliance. Outside of finance, Madison worked with Boerne Invado Volleyball and was affiliated with the University of Texas at San Antonio. Strategic Financial Concepts, LLC offers personalized investment advisory and financial planning services to individuals, institutions, and business entities. The firm employs discretionary investment management, incorporating model portfolios and third-party managers, and is notable for integrating insurance-related activities alongside its investment services.

James Jedrziewski is a financial advisor at Maridea Wealth Management with 17 years of industry experience. He holds the Series 66 designation and has held roles at firms including MassMutual Investors Services and Private Client Services, LLC. Jedrziewski also serves as a licensed insurance agent with Maridea Insurance Company, LLC. Maridea Wealth Management advises individuals, high-net-worth clients, trusts, estates, businesses, and employer-sponsored retirement plans through a team of 33 advisors managing approximately $1.97 billion in assets. The firm offers discretionary investment management, financial planning, retirement plan advisory, and coordinates tax and insurance planning through affiliated entities, typically employing diversified, tax-aware portfolios with a long-term investment horizon.

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.

Kirk Walker is a financial advisor at Strategic Financial Concepts, LLC with 11 years of industry experience. He holds the Series 65 designation and has been with Strategic Financial Concepts since 2014. In addition to his advisory role, he works as a financial advisor in insurance at National Financial Alliance, focusing on life, health, long-term care, and disability insurance. 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 business entities. The firm employs discretionary portfolio management using fundamental and technical analysis, model portfolios, and third-party manager solutions, often integrating financial planning with investment management.

Patrick Terrell is a CFP® with 26 years of industry experience, currently serving as a financial advisor at Navy Federal Investment Services, LLC. His prior experience includes roles at USAA and Charles Schwab. He holds statutory durable power of attorney responsibilities for a family member without compensation. Navy Federal Investment Services serves members of Navy Federal Credit Union, as well as individual, trust, and institutional clients, offering portfolio management, financial planning, retirement-plan fiduciary services, and automated investment solutions. The firm primarily delivers advice through managed advisory programs that incorporate third-party portfolio managers, supported by an investment committee that conducts due diligence and ongoing reviews.

Ann Barham is a Series 66-licensed advisor at Titleist Asset Management, LLC with five years of industry experience. She previously worked at Edward Jones and has a background spanning multiple roles since 2009. Titleist Asset Management, LLC offers investment advice to individuals, trusts, estates, charitable organizations, and corporate retirement plans. The firm employs a rules-based Total Return framework with customized portfolio strategies and provides discretionary management, financial planning, retirement plan consulting, and tax and accounting services through an affiliate.

Vincent Zinsmeyer is a financial advisor with Alera Investment Advisors, LLC in San Antonio, TX, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His career includes roles at OSAIC, Triad Advisors, Global Retirement Partners, and LPL Financial. He is also a partner at Amcorp Insurance & Financial Services, where he has been involved with employee benefits for over 40 years. Alera Investment Advisors provides investment management, financial planning, and retirement-plan advisory services to individuals, families, businesses, and institutions. The firm’s investment approach is primarily long-term and fundamental-analysis driven, with ongoing portfolio monitoring and integration with insurance and pension-consulting platforms.

Gregory Jenschke is a financial advisor with USAA Investment Services Company in San Antonio, TX, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. His career includes roles at various USAA entities dating back to 2007. USAA Investment Services Company provides retirement-focused advice and referral services primarily to USAA members and the general public, producing a Retirement Income Strategy Report to guide discussions on saving and income planning while referring clients to Charles Schwab for investment products and account management.

John Davis is a Series 65-licensed financial advisor with Verity Asset Management in New Braunfels, TX, where he has worked since 2019. He has seven years of industry experience and has been self-employed since 2014. Outside of his advisory role, Davis serves as a director and area director at Teacher's Pension and Insurance Services, Inc., an insurance agency focused on financial product education including pension analysis and insurance sales. Verity Asset Management is an SEC-registered firm offering discretionary portfolio management, model portfolio services, retirement-plan advisory, and financial planning to individual, corporate, institutional clients, and other investment advisers. The firm employs a model-driven investment process emphasizing tactical asset allocation across diverse asset classes and operates under fiduciary and ERISA standards.

Dion Padilla is a financial advisor at Blackridge Asset Management, LLC with 24 years of industry experience. He holds the Series 66 designation and has worked at Blackridge since 2017, following roles at Next Financial Group Inc, Securities America Advisors, Inc., and UBS Financial Services. Outside of his advisory work, Padilla serves as a board member for A Woman’s Haven, a nonprofit supporting women in pregnancy crises. Blackridge Asset Management provides financial planning, investment management, and consulting services to individuals, high-net-worth clients, trusts, estates, corporations, retirement plans, and charitable organizations. The firm utilizes a network of investment adviser representatives and offers tailored portfolio management through proprietary and third-party platforms.

Kevin Gerbers is a financial advisor with Gradient Advisors, LLC in San Antonio, TX, holding a Series 65 license and nine years of industry experience. He has worked at Gradient Advisors since 2022 and also serves as president and presenter for the American Financial Education Alliance, where he conducts financial education classes. Gerbers is additionally involved with Pinnacle Strategic Wealth, Inc. in a leadership role focused on advisory and insurance services. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to individuals, retirement plans, trusts, charitable organizations, and businesses. The firm primarily operates through a network of Investment Advisor Representatives and third-party money managers, emphasizing a largely non-discretionary, client-approved approach to portfolio management and applying multiple analytical methods to guide investment decisions.

Ruth Forehand is a CFP® professional with 29 years of experience in the financial services industry. She has worked at IHT Wealth Management LLC since 2020 and previously spent seven years at Revolution Wealth Management and over a decade at LPL Financial, where she continues to maintain an affiliation. IHT Wealth Management serves a diverse client base including high-net-worth individuals, pension and profit-sharing plans, charitable organizations, trusts, and corporate clients. The firm employs a blended investment approach combining fundamental stock selection with quantitative tools and diversified model portfolios, while also offering ERISA fiduciary services and a proprietary wrap-fee program through a large network of advisors.

Srdjan Blum is a Certified Financial Planner (CFP®) with 23 years of industry experience. He currently works at Titleist Asset Management, LLC and has previously been associated with Titleist Capital, LLC, Investment Professionals, Inc., and Ameriprise. Blum also operates Blum and White Wealth Management, LLC. Titleist Asset Management, LLC provides investment advice to individuals, trusts, estates, charitable organizations, and corporate retirement plans. The firm offers discretionary portfolio management and financial planning services, using a rules-based Total Return framework and customized portfolios overseen by an investment committee.

William Harper is a financial advisor with USAA Investment Services Company in San Antonio, TX, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. His prior experience includes roles at Citigroup Global Markets and USAA-affiliated firms. Outside of his advisory work, he owns and operates Redfish Rod Company, a custom fishing rod building and repair business. USAA Investment Services Company provides retirement-focused advice and referral services to USAA members and individual investors, primarily through phone and digital channels. The firm delivers a Retirement Income Strategy Report and facilitates client referrals to third-party broker-dealers and advisers rather than managing assets directly.

Janie Faught is a financial advisor at Cary Street Partners with nine years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Raymond James & Associates. In addition to her advisory role, she serves as a Finance Committee Member at The First Baptist Church of San Antonio, where she assists with budget development and monitoring as part of a voluntary three-year commitment. Cary Street Partners provides discretionary and non-discretionary investment advisory and financial planning services to a diverse client base, including individuals, retirement plans, trusts, corporations, and institutional clients. The firm offers a broad range of investment options and proprietary strategies, serving both typical and specialized institutional niches such as state and municipal government entities.

Russell King is a financial advisor at Titleist Asset Management, LLC with 23 years of industry experience. He holds a Series 66 designation and has worked at firms including Morgan Stanley DW Inc. and A. G. Edwards & Sons, Inc. outside of his advisory role, he is a minority owner of a restaurant, The League Kitchen & Tavern, in Austin, Texas. Titleist Asset Management, LLC provides investment advice to individuals, trusts, estates, charitable organizations, and corporate retirement plans. The firm offers customized portfolio management and financial planning services using a rules-based Total Return framework and maintains several affiliated broker-dealer and tax service relationships.

Marisol Sanchez is a financial advisor with USAA Investment Services Company, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. She has held various roles within the USAA organization since 2007, including positions at USAA Financial Advisors, Inc., USAA financial planning services, and USAA Life Insurance Company. Outside of her advisory work, she is also active as a licensed realtor with EXP REALTY. USAA Investment Services Company serves USAA members and the general public by providing retirement-focused advice and referral services. The firm delivers a Retirement Income Strategy Report and refers clients to Charles Schwab for investment products, operating primarily as a referral and retirement-advice intermediary rather than as a portfolio manager.