Christopher Powers is a CFP® professional with 25 years of industry experience. He is currently with Merit Financial Advisors and Purshe Kaplan Sterling and has previously worked at Global Wealth Advisors, Empower Wealth Advisors, and Commonwealth Financial Network. Powers serves as the Board Chairman of Real4Christ Ministries, a nonprofit organization in San Antonio. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion for a diverse client base including individuals, businesses, retirement plan sponsors, and charitable organizations. The firm employs a long-term, diversified investment approach with customizable model portfolios overseen by a central Investment Management team and Investment Committee.

James Bullock is a financial advisor with Snowden Capital Advisors LLC in San Antonio, TX, holding Series 63 and Series 65 licenses and four years of industry experience. His prior roles include positions at Morgan Stanley and Fidelity Investments. Outside of his advisory work, he is the sole proprietor of Burn and Bull LLC, a property management business based in Park City, Utah. Snowden Capital Advisors serves a diverse client base including high-net-worth individuals, family offices, foundations, pension plans, and institutional clients. The firm offers a range of portfolio management, investment consulting, and financial planning services, leveraging multi-team scale and institutional capabilities with a focus on customized model portfolios and third-party manager oversight.

Carl Ohlenbusch is a financial advisor with USAA Investment Services Company, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has worked across various USAA entities since 2007. Outside of his advisory role, he serves as a trustee for the Coker Cemetery Association, a nonprofit mutual cemetery company, where he participates in maintenance and governance activities. USAA Investment Services Company provides retirement-focused advice and referral services primarily to USAA members, delivering Retirement Income Strategy Reports and referring clients to Charles Schwab for investment products. The firm operates as a referral and retirement-advice intermediary rather than a portfolio manager.

Benjamin Coppock is a financial advisor at Cary Street Partners with two years of industry experience. He holds a Series 66 designation and has worked at Cary Street Partners Investment Advisory LLC and Cary Street Partners LLC since 2024. Prior to joining the firm, he was employed at Equitable Advisors and has experience in academic and corporate settings, including roles at the University of Texas-Austin and Infineon Technologies. 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 wealth management and advisory services to individuals, charitable organizations, corporations, retirement plans, and other institutions. The firm’s investment approach includes portfolio management across various asset classes, financial and retirement planning, and access to alternative and private fund vehicles, utilizing both third-party managers and in-house resources.

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 based in San Antonio, TX, with 23 years of industry experience. He currently serves as an advisor at Merit Financial Advisors and has previously worked at Commonwealth Financial Network, Global Wealth Advisors, and Purshe Kaplan Sterling Investments. Merit Financial Group, LLC is an SEC-registered firm managing approximately $10.6 billion with 144 advisors and over 14,000 clients. The firm serves a diverse clientele, including individuals, businesses, retirement plan sponsors, and charitable organizations, using a long-term, diversified investment approach with customizable model portfolios and specialized services such as fiduciary and ESOP trustee work.

Kevin Bowman is a financial advisor with Navy Federal Investment Services, LLC, holding Series 63 and Series 65 licenses and 29 years of industry experience. He has worked previously at Victory Capital Advisers, USAA Financial Advisors, and Fis. Outside of his advisory work, he serves as the executor and power of attorney for his mother's estate in San Antonio, TX. Navy Federal Investment Services primarily serves members of Navy Federal Credit Union along with individual, trust, and institutional clients, providing financial planning, retirement-plan fiduciary services, and portfolio management through advisory programs and brokerage channels. The firm uses third-party portfolio managers on the Envestnet platform and offers services including model-driven asset allocation, rebalancing, and private wealth consulting for clients with $1,000,000 or more.

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 at firms including M9 Solutions, Randolph Brooks Federal Credit Union, Frost Investment Advisors, LLC, and The Hartford. 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 manages approximately $5.8 billion in assets and offers investment management, family office and foundation services, public and private investment selection, and multi-generational legacy planning through an open-architecture model incorporating active and passive strategies as well as alternative and private investments.

Chris Benson is a financial advisor at Wealth Watch Advisors, Inc with seven years of industry experience. He holds Series 65 and Series 63 designations and previously worked at Valor Wealth Strategies and NYLIFE Securities, LLC. Prior to his financial services career, he spent six years at Rackspace. Wealth Watch Advisors serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and financial institutions. The firm offers portfolio management primarily through third-party model managers, along with financial planning and consulting services, employing a combination of quantitative, qualitative, and technical investment methods.

David Doherty is a financial advisor with Merit Financial Advisors in San Antonio, TX. He holds a Series 63 designation and has over 30 years of experience in the financial services industry, including roles at ADKF Financial Services and Akin Doherty Klein & Feuge P.C. since the early 1990s. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion across a diverse client base that includes individuals, businesses, retirement plan sponsors, and charitable organizations. The firm employs a long-term, diversified investment approach using model portfolios, modular sleeves, and a combination of mutual funds, ETFs, individual securities, liquid alternatives, and third-party managers.

Penny Jones is a CFP® and Series 65-licensed financial advisor with five years of industry experience. She is currently with Titleist Asset Management, LLC and has prior experience at Illumination Wealth Management, McHenry Capital, LLC, and operated her own firm, Pennyshield Financial, LLC. She also served on the faculty at Texas A&M University for eight years. Outside of her advisory work, Penny holds a vice president/director role in Prewitt Management, a family limited partnership. Titleist Asset Management provides investment management, financial planning, and retirement-plan advisory services to a diverse client base including high-net-worth individuals and institutional entities. The firm uses a Rules Based Investing Total Return system and offers a range of allocation strategies overseen by an investment committee, along with integrated tax and accounting services through an affiliated provider.

Rodney Knappick is a financial advisor with USAA Investment Services Company, holding Series 63 and Series 66 credentials and bringing 20 years of industry experience. His career includes roles at USAA Life Insurance Company and various USAA financial planning and advisory affiliates since 2014. 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.

Neil Kalb is a financial advisor at Titleist Asset Management, LLC with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Titleist Capital, LLC since 2011 before joining Titleist Asset Management in 2023. 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 utilizes a Rules Based Investing Total Return System and offers customized portfolios overseen by an investment committee, combining advisory services with affiliated brokerage and insurance activities.

Edward Hart is a Series 63 and Series 65 licensed financial advisor with 26 years of industry experience. He has been with Sendero Wealth Management, LLC since 2012, currently serving in the firm’s San Antonio office. Outside of Sendero, Hart holds roles on family office investment committees and manages personal investment entities focused on private equity and risk management. Sendero Wealth Management provides investment advice and comprehensive wealth management services primarily to high-net-worth individuals, multi-generational families, and select institutions. The firm employs a structured guidance process and client-specific investment policies, using a combination of active and passive strategies alongside a due diligence program for third-party managers.

Thomas Faught is a financial advisor at Cary Street Partners with 38 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 66 licenses. Since 2013, he has worked at Cary Street Partners and its affiliated entities, and since 2009, at Riverstone Wealth Management. He serves on the FINRA Content Committee, contributing to the development and review of industry qualification exams. Cary Street Partners provides discretionary and non-discretionary wealth management and advisory services to a diverse client base, including individuals, charitable organizations, corporations, and retirement plans. The firm offers portfolio management, financial and retirement planning, and access to alternative investments, utilizing both third-party and proprietary strategies.

Stephen Bell is a financial advisor at Sendero Wealth Management, LLC with two years of industry experience. He holds a Series 65 designation and previously worked at Exencial Wealth Advisors, LLC, Broadway Bank, and Alsay Inc. in various roles prior to joining Sendero. Sendero Wealth Management is a partner-led registered investment adviser serving high net worth individuals, families, endowments, and institutions, typically 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.

Lisa Hoffmann Akompi is a financial advisor with USAA Investment Services Company, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. Her career includes roles at 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 individual investors through phone and digital channels. The firm offers guidance on retirement savings, asset allocation, risk tolerance, and income planning, and facilitates referrals to third-party broker-dealers or advisers rather than managing client assets directly.

Tara Maxwell is a financial advisor with Sendero Wealth Management, LLC in San Antonio, TX, holding Series 63 and Series 65 licenses and offering 27 years of industry experience. She has been with Sendero Wealth Management since 2007, including its earlier formation and affiliated entities. She also serves as a Supervisor of Sendero Family Office, LLC, contributing to the operational and administrative management of a high-net-worth family office. Sendero Wealth Management provides investment advice and comprehensive wealth management services to high-net-worth individuals, multi-generational families, and select institutions, typically focusing on clients with $3 million or more in investable assets. The firm uses a structured investment approach, combining active and passive strategies within client-specific Investment Policy Statements, and manages approximately $6.5 billion in assets under management.

Alexys Serchay is a financial advisor at Trajan Wealth, L.L.C. with 17 years of industry experience. He holds a Series 66 designation and has worked at Trajan Wealth since 2024, previously serving at Charles Schwab and USAA Group. In addition to his advisory role, he acts as an insurance agent related to his investment business. Trajan Wealth serves individual and high-net-worth clients as well as foundations, endowments, and institutional investors. The firm provides discretionary portfolio management, financial planning, and access to alternative investments, with an investment process tailored to client objectives and documented in investment policy statements.

John Eaton is a CFP® with 20 years of experience in the financial services industry. He is currently a financial advisor at Avior Wealth Management, LLC, where he has worked since 2021. Prior to that, he was with Nelson Van Denburg & Campbell Wealth Management Group, LLC, and Cypress Wealth Advisors, LLC. Avior Wealth Management is an SEC-registered enterprise adviser managing approximately $5.08 billion in client assets across about 120 financial professionals. The firm serves individuals, pension and retirement plans, charitable and corporate entities, and banking or thrift institutions, employing a fundamental analysis-based investment process that includes both long- and short-term strategies with continuous portfolio supervision.