David Doherty is a financial advisor at Merit Financial Advisors in San Antonio, TX, with 32 years of industry experience. He holds a Series 63 designation and has worked at multiple firms, including Tax And Financial, Minnesota Life Insurance Co., ADKF Financial Services, and Akin Doherty Klein & Feuge P.C. since 1991. 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 employs a long-term, diversified investment approach managed through centrally overseen model portfolios and also offers financial planning, retirement consulting, and employee financial-wellness programs.

Penny Jones is a financial advisor at Titleist Asset Management, LLC in San Antonio, TX, with six years of industry experience. She holds the CFP® and Series 65 designations. Her prior experience includes roles at Illumination Wealth Management, Mchenry Capital, LLC, and managing her own firm, Pennyshield Financial, LLC. Jones is also vice president and director of Prewitt Management, a family limited partnership. Titleist Asset Management provides investment advice to individuals, trusts, estates, charitable organizations, and corporate retirement plans. The firm offers customized investment programs using a rules-based Total Return framework and provides discretionary portfolio management, financial planning, and retirement plan consulting.

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 previously at SWBC Investment Company and USAA Investment Services Company. Kalb is also associated with Titleist Capital, LLC as a registered representative. 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 guided by a rules-based Total Return framework and utilizes an investment committee to oversee its strategies.

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 in San Antonio, TX, with 38 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 66 licenses. Prior to joining Cary Street Partners in 2013, he worked at Riverstone Wealth Management and UBS Financial Services. He serves on the FINRA Content Committee, contributing to the development and review of securities industry qualifying exams. Cary Street Partners provides discretionary and non-discretionary investment advisory and financial planning services to individuals, retirement plans, trusts, corporations, and institutional clients. The firm offers a broad range of portfolio options and proprietary strategies, serving both traditional clients and specialized institutional niches such as state and municipal government entities and insurance companies.

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 credentials and 12 years of industry experience. Her work history includes roles at USAA Financial Planning Services and USAA Life Insurance Company. USAA Investment Services Company provides retirement-focused advice and referral services primarily to USAA members and individual investors via phone and digital channels. The firm offers a Retirement Income Strategy Report 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.

Frank Acosta is a financial advisor with IHT Wealth Management LLC in San Antonio, TX, holding Series 63 and Series 66 licenses and possessing 24 years of industry experience. He has worked with IHT Wealth Management and LPL Financial since 2019, and previously with Sigma Financial from 2014 to 2019. Outside of advisory work, he serves as an adjunct professor at Palo Alto Community College. IHT Wealth Management serves individuals, pension and profit-sharing plans, charitable organizations, trusts, and corporate clients. The firm employs a blend of fundamental stock selection and quantitative tools to manage diversified portfolios using ETFs, mutual funds, third-party managers, fixed income, and option strategies, supported by a network of approximately 153 advisors.

Christopher King is a financial advisor with Gradient Advisors, LLC, holding a Series 66 designation and two years of industry experience. He previously worked at MML Investors Services LLC and Mass Mutual Life Insurance Company. King has also been involved with Pinnacle Strategic Wealth, Inc. in an advisory role. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm operates primarily through a network of Investment Advisor Representatives and third-party money managers, focusing on a largely non-discretionary model where clients approve transactions and portfolio decisions utilize fundamental, technical, and cyclical analysis.

Lisa Alvarado is a financial advisor at Titleist Asset Management, LLC with 23 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at J.P. Morgan Securities and several other financial firms. Outside of advisory work, she is an angel investor and partner in Zephyr Technologies, a company that develops software to analyze game videos and recommend strategy. Titleist Asset Management provides investment advice to individuals, trusts, estates, charitable organizations, and corporate retirement plans through customized portfolio strategies. The firm employs a rules-based Total Return framework and offers discretionary portfolio management, financial planning, and retirement plan consulting services.

Trenton Leffingwell is a Series 66 licensed financial advisor with four years of industry experience. He is currently with Titleist Asset Management, LLC and Titleist Capital, LLC, having previously worked at Cetera, IMG Financial Group, and Securian Financial Services. Titleist Asset Management, LLC provides investment advice to individuals, trusts, estates, charitable organizations, and corporate retirement plans. The firm offers customized investment programs managed through a rules-based Total Return framework and an investment committee, with additional services including financial planning and retirement plan consulting.

Maria Valencia is a financial advisor with Titleist Asset Management, LLC who holds a Series 66 designation and has 22 years of industry experience. Her prior roles include positions at Titleist Capital, LLC, Investment Professionals, Inc., and Ameriprise. She serves as a board member and Treasurer for LIFEGIFT, a nonprofit organ procurement organization in Texas. 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, with customized investment programs overseen by an investment committee.

Janice Wong is a financial advisor with Foundations Investment Advisors LLC in San Antonio, TX, holding Series 63 and Series 65 credentials and bringing 22 years of industry experience. She previously worked at Nationwide Investment Services Corporation for 14 years and is concurrently involved with Huey Enterprises, Inc., a family-owned Chinese restaurant where she serves as a standby manager on weekends. Foundations Investment Advisors provides financial planning and portfolio management to a diverse client base, employing model portfolios, a mix of analytical approaches, and utilizing third-party sub-advisers and custodians.

Mario Barrera is a financial advisor with Foundations Investment Advisors LLC, holding a Series 65 credential and four years of industry experience. His career includes roles at Foundations Investment Advisors since 2024, Queen B Advisors from 2022 to 2024, and a 20-year tenure at United Services Automobile Association. Outside of advisory work, he is involved in MAGELLAN INSURANCE, where he offers insurance and annuity solutions to retail clients. Foundations Investment Advisors, LLC provides financial planning and portfolio management to a diverse client base, including individual and high-net-worth clients, retirement plans, and registered investment companies. The firm employs a combination of fundamental, technical, and cyclical analysis along with model portfolios and asymmetric rebalancing to manage investments.

Jeromy White is a financial advisor with Titleist Asset Management, LLC, holding a Series 66 designation and bringing 22 years of industry experience. His prior roles include positions at Ameriprise and Investment Professionals, Inc. He 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, offering customized portfolio management and financial planning services. The firm employs a rules-based Total Return framework and manages various portfolio strategies overseen by an investment committee.

Christopher Rawson is a CFP® with 24 years of industry experience. He is currently with Titleist Asset Management, LLC and has previously worked at Titleist Capital, LLC, Investment Professionals, Inc., and Ameriprise. Outside of his advisory role, he holds a shareholder position in a family-owned fitness club. 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, employing a rules-based Total Return framework and oversight by an investment committee.

Chase O'Banion is a financial advisor at Titleist Asset Management, LLC with one year of industry experience. He holds a Series 66 designation and previously worked at Fidelity Investments. O'Banion also holds life and health insurance licenses. Titleist Asset Management, LLC provides investment advice to individuals, trusts, estates, charitable organizations, and corporate retirement plans through customized portfolio strategies overseen by an investment committee. The firm offers discretionary portfolio management, financial planning, retirement plan consulting, and tax and accounting services through an affiliate.

Eric Leal is a financial advisor with USAA Investment Services Company, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. He has held various roles within USAA-affiliated entities since 2012, including positions at USAA Life Insurance Company and USAA Financial Advisors, Inc. 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 and refers clients to Charles Schwab for investment products and account services, operating mainly as a referral and retirement-advice intermediary rather than a portfolio manager.