Katrena Shipp is a financial advisor at Maridea Wealth Management with 17 years of industry experience. She holds a Series 66 designation and has worked at firms including Morgan Stanley, TIAA-CREF, and U.S. Bancorp Advisors. She is also a licensed insurance agent involved with Maridea Insurance Company, LLC, where she dedicates part of her time to insurance sales and implementation. Maridea Wealth Management serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans through a 33-advisor team managing approximately $2 billion in assets. The firm emphasizes diversified, tax-aware portfolios using low-cost mutual funds and ETFs, incorporating individual securities or sub-advisers as appropriate, and utilizes AI tools under human oversight to support its investment and administrative processes.

Bryan Kaarlsen is a financial advisor with Blackridge Asset Management, LLC, holding Series 63 and Series 66 credentials and over 32 years of industry experience. He has worked at multiple firms including Texas Retirement Headquarters, where he is currently active, as well as PEAK Brokerage Services and Next Financial Group. Beyond advisory work, he is involved in fixed insurance sales through Texas Retirement Headquarters. Blackridge Asset Management provides financial planning, investment management, and related consulting through a network of investment adviser representatives. The firm serves individuals, high-net-worth clients, trusts, estates, corporations, retirement plans, and charitable organizations, utilizing a combination of discretionary portfolio management, model portfolios, third-party managers, and estate-planning referrals.

Scott Rader is a Series 66-licensed financial advisor with 16 years of industry experience. He has been with Dynamic since 2018, following roles at Oxford Asset Management LLC and Edward Jones. Outside of financial advising, he is a certified "Ridercoach" in Texas, conducting motorcycle rider safety and licensing courses, and consults for a manufacturing facility specializing in industrial paint systems. Dynamic serves a diverse client base including individuals, trusts, estates, charitable organizations, pension plans, businesses, and other registered investment advisers. The firm emphasizes long-term, client-specific portfolio construction and provides support services to other advisers through technology, research, and sub-advisory relationships.

Jerrell Jenkins is a financial advisor at USAA Investment Services Company with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at USAA-affiliated firms since 2017, as well as at CitiBank from 2012 to 2017. Jenkins is 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 offers a Retirement Income Strategy Report to support retirement planning discussions and refers clients to Charles Schwab for investment products and account services.

Steven Nolan is a financial advisor with USAA Investment Services Company in San Antonio, TX, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked across several USAA-affiliated entities since 2007, including USAA Life Insurance Company and USAA Financial Planning Services. USAA Investment Services Company provides retirement-focused advice and referral services to USAA members and the general public, offering a Retirement Income Strategy Report to facilitate discussions on saving and income planning. The firm functions primarily as a referral intermediary, directing clients to Charles Schwab for investment products and account services.

Thomas Yager is a financial advisor at Sendero Wealth Management, LLC with 11 years of industry experience. He holds the ChFC® designation and Series 66 license. His prior experience includes multiple roles at Capital Group and American Funds from 2015 to 2025. Sendero Wealth Management is a partner-led registered investment adviser serving high net worth individuals, families, endowments, and institutions, typically those with $3 million or more in investable assets. The firm employs an open-architecture investment approach combining strategic asset allocation, active and passive strategies, and alternative investments, supported by ongoing manager due diligence and a sub-advisor program.

Mark Travis is a financial advisor with Hilltop Securities Inc. in San Antonio, TX, holding a Series 66 designation and 22 years of industry experience. He previously worked at SWBC Investment Services for 12 years before joining Hilltop Securities in 2023. Hilltop Securities Inc. provides brokerage, execution, clearing, custody, investment advisory, and retirement-plan consulting services to individuals, corporations, nonprofit, and institutional clients. The firm manages approximately $2.25 billion in assets and offers a range of portfolio management programs through an open-architecture platform that includes adviser-managed and model-based solutions.

Frederick Middleton is a financial advisor at Sendero Wealth Management, LLC in San Antonio, TX, holding Series 63 and Series 65 licenses with 59 years of industry experience. He has been with Sendero and its affiliated entities since 2007. Outside of his advisory work, he has partial ownership in Los Amigos Ranch, a family ranch in Yancy, Texas. Sendero Wealth Management is a partner-led registered investment adviser serving high net worth individuals, families, endowments, and institutions, generally focusing on clients with $3 million or more in investable assets. The firm manages approximately $5.8 billion in assets and offers investment management, family office and foundation services, and multi-generational legacy planning through an open-architecture model combining strategic asset allocation, active and passive strategies, and alternative investments.

James Sanders is a financial advisor at Wealth Watch Advisors, Inc. with 10 years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones for seven years. In addition to his advisory role, Mr. Sanders is a licensed insurance agent offering life insurance and annuities. Wealth Watch Advisors serves a diverse client base, including individuals, pension plans, trusts, charitable organizations, corporations, and other registered investment advisers. The firm employs a mix of quantitative, qualitative, and technical methods in its investment approach and utilizes third-party model managers, while also offering approved alternative private placements to eligible accredited investors.

Brandon Gann is a financial advisor with USAA Investment Services Company, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has worked within the USAA organization since 2008, including roles at USAA Financial Advisors, Inc. and United Services Automobile Association. USAA Investment Services Company provides retirement-focused advice and referral services primarily to USAA members and the general public. The firm emphasizes retirement income planning and refers clients to Charles Schwab for investment products and account services, operating as a referral intermediary rather than a portfolio manager.

Benito Revilla Jr. is a financial advisor with USAA Investment Services Company, holding Series 63 and Series 66 credentials and 17 years of industry experience. He has been with 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. The firm emphasizes retirement income planning and refers clients to Charles Schwab for investment products, operating primarily as a referral and advisory intermediary rather than a portfolio manager.

Christopher Powers is a CFP® with 26 years of industry experience, currently serving at Merit Financial Advisors in San Antonio, TX. His prior experience includes roles at Purshe Kaplan Sterling, Global Wealth Advisors, Empower Wealth Advisors, Commonwealth Financial Network, and Securian Financial Services. Outside of his advisory work, he is the board chairman of Real4Christ Ministries. Merit Financial Group is a multi-team SEC-registered advisory firm serving individual investors, employer-sponsored retirement plans, ESOPs, and other institutional clients. The firm focuses on long-term, diversified asset allocation with centrally managed portfolios and offers both discretionary and non-discretionary account services through a network of investment adviser representatives.

James Bullock is a financial advisor with Snowden Capital Advisors LLC in San Antonio, TX, holding Series 63 and Series 65 licenses and bringing five years of industry experience. His career history includes roles at Snowden Lane Partners, Morgan Stanley, Fidelity Investments, and prior work outside finance with Polo Ralph Lauren and the University of Utah. He is also the sole proprietor of Burn and Bull LLC, a property management business based in Park City, Utah. Snowden Capital Advisors serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and institutional clients through discretionary and non-discretionary portfolio management, investment consulting, and financial planning. The firm offers customized model portfolios, utilizes third-party managers, and provides specialized programs for externally custodied assets and employer-sponsored retirement plans.

Carl Ohlenbusch is a financial advisor with USAA Investment Services Company, holding Series 63 and Series 65 credentials and 25 years of industry experience. He has worked in various roles within USAA-affiliated entities since 2006. Outside of his advisory work, he serves as a trustee for the Coker Cemetery Association, a nonprofit mutual cemetery company in San Antonio. USAA Investment Services Company provides retirement-focused advice and referral services primarily to USAA members, offering a Retirement Income Strategy Report and facilitating referrals to third-party broker-dealers or advisers rather than managing client assets directly.

Benjamin Coppock is a financial advisor at Cary Street Partners with two years of industry experience. He holds a Series 66 designation. Prior to joining Cary Street Partners, he worked at Equitable Advisors and has experience in policy research and technology sectors. He volunteers with Junior Achievement of Central Texas, teaching financial literacy to middle and high school students. 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 institutions. The firm constructs portfolios using a broad investment menu and serves specialized institutional niches such as state and municipal government entities and insurance companies.

Steve Markey is a financial advisor with Arkadios Wealth Advisors in San Antonio, TX, holding a Series 63 license and 30 years of industry experience. Before joining Arkadios in 2022, he worked at Securities America Advisors and Investacorp Advisory Services. Outside of his advisory role, he serves as President and CFO of Home Fashion Technologies, a company specializing in bifold and barn doors, where he stepped in following the deaths of key executives. He is also a board member of HFCC, Inc., an organization focused on building permanent housing for the homeless in San Antonio. Arkadios Wealth Advisors provides investment and wealth management services to individuals, trusts, businesses, and retirement plans through a variety of managed accounts, third-party money managers, and financial planning. The firm supports advisors with an internal portfolio team offering model strategies and execution, employing fundamental, technical, and cyclical analysis while also acting as a fiduciary for retirement plan consulting.

Scott Portlock is a CFP® professional with 23 years of industry experience, currently serving as an advisor at Merit Financial Advisors. His prior roles include positions at Commonwealth Financial Network, Global Wealth Advisors, and Merrill. He is based in San Antonio, TX. Merit Financial Group is a multi-team SEC-registered advisory firm serving individual investors, employer-sponsored retirement plans, ESOPs, and institutional clients. The firm emphasizes long-term, diversified asset allocation managed through both internal and third-party resources, supporting discretionary and non-discretionary accounts.

Kevin Bowman is a financial advisor with Navy Federal Investment Services, LLC, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has previously worked at Victory Capital Advisers, USAA Financial Advisors, and other financial firms. Outside of his advisory role, he serves as executor and power of attorney for his mother's estate. Navy Federal Investment Services serves members of Navy Federal Credit Union along with individual, trust, and institutional clients, offering portfolio management, financial planning, and retirement-plan fiduciary services primarily through managed advisory programs with third-party portfolio managers. The firm combines advisory and commission-based channels within a banking and credit union structure.

Eric Gallardo is a financial advisor at Sendero Wealth Management, LLC with six years of industry experience. He holds a Series 65 designation and has worked previously at M9 Solutions, Randolph Brooks Federal Credit Union, and Frost Investment Advisors, LLC. Sendero Wealth Management provides investment advice and wealth management services 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 investment approach using both active and passive strategies and offers services including financial planning, family office management, and access to alternative investments.

Chris Benson is a financial advisor at Wealth Watch Advisors, Inc. based in San Antonio, TX. He holds Series 65 and Series 63 licenses and has seven years of industry experience. His prior roles include positions at Valor Wealth Strategies and NYLIFE Securities, LLC, as well as New York Life Insurance. Before entering financial services, he worked at Rackspace for six years. Wealth Watch Advisors serves a diverse client base, including high-net-worth individuals, pension plans, trusts, charitable organizations, corporations, and other registered investment advisers. The firm employs a multifaceted investment approach combining quantitative, qualitative, and technical methods, utilizing third-party model managers and approved alternative private placements for eligible investors.