J Taylor Davis is a financial advisor with Hill Country Group in Boerne, TX, holding Series 63 and Series 65 credentials and bringing 10 years of industry experience. He has worked at several firms including Resolution Resource Group, M.S. Howells & Co, and Calton & Associates, Inc. In addition to his advisory work, he is a partner at RPB Independent Insurance, where he assists clients with health and life insurance solutions. Hill Country Group provides investment advisory and financial planning services to individuals, high-net-worth clients, corporations, and business entities. The firm employs a combination of fundamental and technical analysis along with modern portfolio theory to tailor portfolios to client investment policies, offering both discretionary and non-discretionary management.

Sandi Goldhamer is a financial advisor at Invicta Financial Group with five years of industry experience. She holds a Series 65 designation and previously worked at United States Border Patrol before joining BDT & Associates, Inc., doing business as Invicta Financial Group. In addition to her advisory role, she is a licensed insurance agent offering health and life insurance and serves as a trustee of a trust. Invicta Financial Group advises individuals, high-net-worth clients, and business entities primarily through financial planning and implementation services. The firm directs clients to third-party investment advisers for portfolio management and emphasizes client-specific planning with ongoing implementation support.

Edward Jaax is a CFP® professional with 16 years of industry experience currently serving as an advisor at Tactive Advisors, LLC. His prior roles include positions at Strategy Marketplace LLC, Capital Management Services, Inc., One Advocate Group, Cetera Advisor Networks LLC, and Aspect Wealth Management. He is involved in providing consultation on gold precious metals investments, advising clients on ownership and purchase of pre-1933 gold coins and bullion. Tactive Advisors serves individual clients, trusts, businesses, employee benefit plans, and institutional investors through portfolio management, combining a robo-advisor platform with advisor-led model portfolios and sub-advisory relationships. The firm employs a tactical asset allocation approach using blended model portfolios based on the Black-Litterman framework, managing both discretionary and non-discretionary assets.

John Thatcher is a financial advisor at Check Capital Management Inc. with 27 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Charles Schwab and Charles Schwab Bank prior to joining Check Capital Management in 2017. Check Capital Management, Inc. manages assets for individuals, high-net-worth clients, retirement plans, corporations, and other entities, and serves as investment adviser to the Blue Chip Investor Fund. The firm employs a fundamentals-based investment approach focused on intrinsic business value and margin of safety, offering various program structures aligned with client objectives and risk tolerances.

William Scorpio is a financial advisor at Diamond Client Group, LLC, holding a Series 65 designation. He has been with the firm since 2026 and is based in Fair Oaks Ranch, Texas. Prior to joining Diamond Client Group, he was retired from 2014 to 2026. Diamond Client Group provides advisory services to individual and high-net-worth clients as well as business entities, offering discretionary portfolio management, sub-advisor selection, alternative investment sourcing, and both project-based and ongoing financial planning. The firm’s investment approach combines fundamental analysis, modern portfolio theory, and technical analysis, typically favoring long-term strategies.

Karen Ginder is a financial advisor at B. Riley Wealth Advisors, Inc. with 22 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at National Securities Corp. Outside of her advisory role, she is involved in ranching and exotic game breeding through several business entities in Texas and New York. B. Riley Wealth Advisors, Inc. is an SEC-registered firm managing approximately $7.03 billion in client assets and serving around 16,821 clients. The firm provides a broad range of advisory services to individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans through multiple program structures and both proprietary and third-party investment models.

Kelly Lesnick is a financial advisor at First Heartland Consultants, Inc. with 12 years of industry experience. He holds the Series 66 designation and has been with First Heartland Capital Inc since 2016. Outside of his advisory role, he serves with the Wright-Paterson Officers "Spouses" Club (OSC). First Heartland Consultants provides investment advisory and financial planning services to individuals, businesses, and retirement plan participants. The firm offers personalized asset management, third-party asset management services, and a model-based self-directed brokerage account program, utilizing a combination of fundamental, technical, and cyclical analysis alongside strategic and tactical asset allocation.

William Coster is a financial advisor with Hilltop Securities Inc. in Boerne, TX, holding a Series 63 designation and having 36 years of industry experience. He has been with Hilltop Securities since 2009. Hilltop Securities Inc. provides brokerage, execution, clearing, custody, investment advisory, and retirement-plan consulting services to individuals, corporations, nonprofits, and institutional clients. The firm manages approximately $2.25 billion in assets and offers a range of portfolio management programs and retirement-plan fiduciary services through an open-architecture platform.

Randy Olfers is a financial advisor with Verity Asset Management in Boerne, TX, holding Series 65 and Series 66 licenses and bringing 18 years of industry experience. His prior roles include positions at Teachers Pension, Axio Financial LLC, and Advisors Asset Management, Inc. He is also active as an insurance agent with Teacher's Pension and Insurance Services, Inc. and Nixon Group, LLC, and has ownership interests in retail and medical billing businesses. Verity Asset Management is a multi-team SEC-registered firm managing approximately $1.15 billion across 55 advisors. The firm serves individual investors, retirement plan sponsors, institutional clients, and registered investment advisers, using a largely model-based investment approach that includes internally managed and third-party strategies, along with discretionary portfolio management and sub-advisory services.

Scott Wallace is a CFP® with 32 years of experience in the financial services industry. He is currently with Kovack Advisors, Inc. and has previously worked at Cetera and Barrington Financial Advisors, among others. Wallace also operates Wallace Wealth Management, a financial services business. Kovack Advisors, Inc. is a multi-team registered investment adviser with about 260 advisors and over $6 billion in client assets. The firm serves individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, banks, and government entities, using a risk-based investment approach supported by Envestnet technology and both internal and third-party portfolio management.

Jason Ginder is a financial advisor with B. Riley Wealth Advisors, Inc. He holds Series 63 and Series 65 licenses and has 39 years of industry experience. Prior to his current role, he worked at National Securities Corp and has been with B. Riley Wealth Advisors and its related entities since 2014. Outside of financial advisory, he is involved in exotic game breeding through a ranching business and serves as chair of the Connecticut Cancer Foundation, a nonprofit supporting cancer research. B. Riley Wealth Advisors provides investment advice and portfolio management to individuals, pension plans, trusts, estates, charitable organizations, and corporate clients. The firm offers a variety of advisory programs, including advisor-directed portfolio management and third-party managed solutions, and manages approximately $4.21 billion in client assets.

Nan Lesnick is a financial advisor with First Heartland Consultants, Inc. in Boerne, TX, holding Series 63 and Series 66 designations and bringing 31 years of industry experience. She has been with First Heartland Capital Inc since 2016 and has maintained involvement with the National Steinbeck Center since 2014, as well as operating Lesnick Company since 1993. First Heartland Consultants serves a diverse client base including individual investors, retirement plan participants, charitable organizations, and corporations, offering financial planning, consulting, and model-based asset management through a network of independent investment adviser representatives.

Richard Howells Jr. is a financial advisor with Kestra Private Wealth Services, LLC, holding Series 63 and Series 66 registrations and 23 years of industry experience. His prior experience includes positions at Raymond James & Associates and Ameriprise Financial Services, Inc. In addition to his advisory role, he manages a family ranch and is a member of the Bulverde Lions Club, where he supports scholarship initiatives. Kestra Private Wealth Services, LLC provides investment advisory services through a network of independent advisors and multi-advisor teams to individual and institutional clients, managing approximately $13.45 billion in client assets. The firm offers access to a broad range of investment products and specialized offerings, with operational affiliations including a trust company and private fund placement-agent arrangements.

Larry Holder is a financial advisor with Strategic Financial Concepts, LLC, holding Series 63 and Series 65 licenses and bringing 52 years of industry experience. He has worked at Strategic Financial Concepts since 2014, and previously held roles at LPL Financial and Guardian Life, accumulating over 30 years at those firms combined. Strategic Financial Concepts, LLC provides personalized investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other entities. The firm offers comprehensive financial planning and discretionary investment management using model portfolios and third-party money managers, with a notable integration of insurance-related activities in its practice.

Justin Bellows is a CFP® and ChFC® with seven years of industry experience. He has worked at Facet Wealth since 2022 and previously held roles at Texas Legacy Wealth Management and LPL Financial. Prior to his financial advisory career, he was employed at Rackspace for eight years. Facet Wealth offers subscription-based financial planning and discretionary investment management to individual clients, serving a range of households through phone, video, and a proprietary web platform. The firm uses technology-driven, model-based asset allocations primarily with exchange-traded funds and provides a flat subscription fee that includes investment management.

Gregory Rivas is a financial advisor with Navy Federal Investment Services, LLC, holding Series 63, Series 65, and Series 66 licenses and 24 years of industry experience. His prior roles include positions at Charles Schwab & Co., Inc., USAA Financial Advisors, and USAA Investment Management Company. Navy Federal Investment Services serves members of Navy Federal Credit Union and other clients by offering portfolio management, financial planning, and retirement-plan fiduciary services. The firm primarily uses managed advisory programs with third-party portfolio managers and provides layered investment solutions alongside a digital automated ETF portfolio product.

Jeannie Wallace is a financial advisor with Kovack Advisors, Inc. in Boerne, TX, holding Series 63 and Series 66 licenses and 24 years of industry experience. She has previously worked at Cetera and operated her own firm, Wallace Wealth Management, where she continues to serve as a registered representative. Kovack Advisors, Inc. is a multi-team registered investment adviser with approximately 260 advisors and over $6 billion in client assets, serving a diverse client base including individuals, pension plans, charitable organizations, banks, and government entities. The firm employs a risk-tolerance based investment process using both internally developed models and third-party managers, offering a combination of model-based and advisor-managed portfolio solutions.

Jason Madero is a financial advisor at Wealth Watch Advisors, Inc with nine years of industry experience. He previously worked at New York Life Insurance Company and NYLIFE Securities LLC from 2014 to 2022. Outside of his advisory role, he is an investor in Cavalry Air Care, a business focused on HVAC and indoor air quality services. Wealth Watch Advisors serves a wide range of clients including individuals, pension plans, trusts, and financial institutions. The firm utilizes a variety of investment strategies through third-party model managers and provides both portfolio management and financial planning services.

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.

Chase Bergin is a financial advisor at J.W. Cole Advisors, Inc. with five years of industry experience. He holds a Series 65 credential and has worked at J.W. Cole Advisors since 2021. Prior to his current role, he was employed at David Weekley Homes and Ken Batchelor Cadillac. He is also involved in life insurance and annuity sales through Bergin Financial Group, Inc. J.W. Cole Advisors operates a large network of independent Investment Adviser Representatives providing fee-based portfolio management, financial planning, retirement plan services, and annuity sub-account management to individuals, high-net-worth clients, and institutional accounts. The firm uses both discretionary and non-discretionary management strategies incorporating fundamental and technical analysis along with digital advice platforms.