Juan Andrade Frich is a financial advisor at Alterna Wealth Management, Inc. based in San Antonio, TX. He holds Series 63 and Series 65 licenses and has 12 years of industry experience. He has worked with Actinver Securities, Inc. and Actinver Wealth Management, Inc. for over a decade. Alterna Wealth Management serves individuals, high-net-worth clients, trusts, estates, institutions, and charitable organizations, providing discretionary and non-discretionary portfolio management with a disciplined, global approach to asset allocation and diversification. The firm’s investment process integrates quantitative analysis, technical methods, and trading expertise, supporting multiple investment styles and incorporating third-party model recommendations.

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.

Meagan Niese is a CFP® professional with eight years of industry experience, currently serving as an advisor at Teamwork Financial Advisors, LLC. She has previously worked at The Vanguard Group and has held roles at Charles Schwab, Lee Financial Corporation, and Texas Tech University. Teamwork Financial Advisors is a team-based registered investment adviser managing approximately $1.01 billion for individuals, high-net-worth clients, and institutional accounts. The firm employs a model-based, core-and-satellite investment process, primarily utilizing ETFs, individual equities, and U.S. Treasuries, and distinguishes itself through formal affiliations with accounting and law firms.

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.

Randy Olfers is a financial advisor at Verity Asset Management with 17 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at several firms including Teachers Pension, Axio Financial LLC, and Investment Professionals. Outside of advising, he is an insurance agent affiliated with two insurance agencies. Verity Asset Management is an SEC-registered adviser serving individual, corporate, institutional clients, and other investment advisers. The firm employs a model-driven investment approach emphasizing tactical asset allocation across diverse asset classes and offers discretionary and non-discretionary portfolio management and retirement-plan advisory services.

Ryan Elkins is a CFP® with 20 years of industry experience, currently serving as a financial advisor at Avior Wealth Management, LLC since 2021. His prior experience includes roles at Nelson, Van Denburg & Campbell Wealth Management Group LLC and USAA in various financial planning and advisory capacities. Avior Wealth Management is an SEC-registered enterprise adviser managing over $5 billion in client assets through approximately 120 professionals. The firm serves individuals, pension and retirement plans, charitable and corporate entities, and banking institutions, employing a fundamentally driven investment process with both long- and short-term strategies.

Jeremy Sakulenzki is a financial advisor at St. Bernard Financial Services, Inc. with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has been with St. Bernard since 2016. Outside of his advisory role, he is involved with Creative Benefit Administrators, a third-party administrator specializing in billing, FSA, and COBRA services. St. Bernard Financial Services serves individuals, families, trusts, estates, and small businesses with portfolio management and investment implementation across mutual funds, annuities, and life insurance. The firm follows a long-term, conservative growth approach using tactical asset allocation informed by Modern Portfolio Theory and academic research, and generally manages client assets on a non-discretionary basis.

Michael Burbank is a financial advisor at Avior Wealth Management, LLC in San Antonio, TX, holding a Series 65 designation. He has 11 years of industry experience, including a decade at USAA before joining Avior Wealth Management in 2026. Avior Wealth Management serves a diverse client base that includes high-net-worth individuals, institutional clients, and financial institutions. The firm offers investment management, financial planning, pension consulting, and business consulting services, using a fundamental analysis approach and a combination of direct portfolio management and separately managed account models.

Lawrence Conti Jr. is affiliated with Gradient Advisors, LLC and holds Series 63 and Series 65 designations. He has over two decades of experience in the industry, including roles at Conti & Conti LLC and Gallucci & Conti Insurance Services, Inc. since 2001. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to a diverse range of clients, including individuals, retirement plans, trusts, estates, charitable organizations, and corporations. The firm operates primarily through third-party money managers and investment advisor representatives, employing a largely non-discretionary model that incorporates fundamental, technical, and cyclical analysis.

Christopher Bingham is a financial advisor at Advisory Services Network with 25 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Charles Schwab Bank and Charles Schwab & Co., Inc. since 2000. Bingham also works as an independent insurance agent offering products through unaffiliated insurance companies. Advisory Services Network serves individuals, families, corporations, charitable organizations, and employer retirement plans. The firm’s network of independent advisers provides portfolio management, financial planning, investment and retirement-plan consulting, and third-party manager selection, overseeing approximately $8.6 billion in client assets.

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 financial advisor at Dynamic with 15 years of industry experience. He holds a Series 66 designation and previously worked at Oxford Asset Management LLC before joining Dynamic in 2018. Outside of his advisory role, Mr. Rader is a certified Ridercoach in Texas, conducting motorcycle safety and licensing courses, and serves as a consultant to a manufacturing facility. Dynamic serves a diverse client base including individuals, trusts, charitable organizations, and other registered investment advisers. The firm offers portfolio management, financial planning, retirement services, and practice-support, with a focus on client-specific portfolio construction and notable support for other advisers through technology, compliance, and research services.

Alexys Serchay is a financial advisor at Trajan Wealth, L.L.C. with 17 years of industry experience. Prior to joining Trajan Wealth in 2024, Serchay worked at Charles Schwab Bank, SSB and Charles Schwab & Co., Inc. from 2021, and at USAA Group from 2007 to 2021. Serchay is also an insurance agent related to his investment business. Trajan Wealth provides discretionary and non-discretionary investment advisory services to individuals, high-net-worth clients, retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs a long-term, disciplined investment approach focused on stocks, ETFs, and mutual funds, with portfolios tailored to clients’ specific risk tolerances, tax circumstances, and other factors.

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.

Richard Ure is a financial advisor with Gradient Securities, LLC in San Antonio, TX, holding Series 63 and Series 65 designations and 14 years of industry experience. He has worked with Gradient Securities since 2019 and previously worked at LPL Financial and National Planning Corporation. Outside of his advisory role, Ure owns a woodworking and agricultural products business where he raises livestock and sells cedar hardwood products. Gradient Securities, LLC, operating as Gradient Wealth Management, provides financial planning, consulting, and non-discretionary asset management services to individuals, pension plans, trusts, estates, and businesses. The firm emphasizes a non-discretionary investment approach, combining fundamental, technical, and cyclical analysis while utilizing third-party managers and maintaining ongoing client reviews.

Roger Eth is a financial advisor with TLG Advisors, Inc. in Fair Oaks Ranch, TX, holding Series 63 and Series 65 licenses and 17 years of industry experience. His career includes roles at Lincoln Financial Securities Corporation and Intercontinental Wealth Advisors, LLC. He is also involved in business development as an insurance agent with multiple entities, including Global Succession Planning, LLC and IPA Strategies. TLG Advisors serves a diverse client base, providing investment supervisory services, portfolio management, comprehensive financial planning, and fiduciary services for ERISA-qualified retirement plans. The firm’s investment process emphasizes manager selection and monitoring, utilizing fundamental analysis and Modern Portfolio Theory to create diversified portfolios, and offers a direct-to-consumer digital program called Starlight Portfolios.

Gregory Davis is a financial advisor at UNITED PLANNERS' FINANCIAL SERVICES of AMERICA with 42 years of industry experience. He holds the ChFC® designation and Series 63 license. His prior work experience includes roles at Grove Point Investments, Grove Point Advisors, and H.Beck, Inc. Davis is a licensed insurance agent and a partner in DSSTT, LLC, a non-investment related business. United Planners Financial Services is a national wealth-management enterprise serving a diverse client base, including individuals, retirement plans, corporations, and institutional clients. The firm offers advisory and brokerage services through independent representatives and utilizes a variety of custodians and third-party managers to implement client strategies.

Edward Kozlowski is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 66 designation and 19 years of industry experience. His career includes roles at LPL Financial, First Allied Securities, Inc., and Lighthouse Wealth Management. He is also involved in tax planning and preparation through Lighthouse Tax Services LLC. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise firm serving a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment approach combining passive and active management, supported by an internal Investment Committee and multiple program offerings.

Tobin Hoffmann is a CFP® certified financial advisor with 39 years of industry experience, currently with Ameritas Advisory Services, LLC. He has held roles at Ameritas Life Insurance Corp. and Ameritas Investment Corp. for over 20 years and has operated Hoffman Financial Services since 1979. Outside of advisory work, he is a partner in a cattle-raising operation in Texas. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm employs a variety of investment strategies incorporating model portfolios, mutual funds, ETFs, and individual securities, supported by multiple program platforms and third-party technology providers.

David Cohn is a CFP® with 24 years of industry experience, currently serving as a financial advisor at Steward Partners Investment Advisory, LLC. His prior roles include positions at Raymond James & Associates and Wells Fargo Advisors. Outside of his advisory work, he is a partner in investment-related businesses, including Cabo Luxury Rentals and Lorenzo Einstein LLC. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in assets. The firm serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations with a range of investment advisory and financial planning services.