Cassandra Truesdale Gutierrez is a financial advisor at Frost Investment Services with 13 years of industry experience. She holds the Series 66 designation and previously worked at Citigroup for 12 years. Frost Investment Services is a retail-focused, SEC-registered adviser serving individuals, trusts, estates, charitable organizations, and business entities. The firm offers discretionary portfolio management, comprehensive financial planning, and managed account programs, utilizing the Fidelity Managed Account Xchange platform and combining fundamental, technical, and cyclical research in its investment process.

Bryson Walker is a financial advisor with Arete Wealth Advisors, LLC in San Antonio, TX, holding Series 63 and Series 66 licenses and having three years of industry experience. Prior to joining Arete Wealth Advisors and its affiliated entities in 2025, he worked at J.P. Morgan Securities and JPMORGAN Chase Bank, N.A. from 2023 to 2025. Outside of finance, he has held positions in the hospitality industry. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm employs a combination of advisor-driven and proprietary rule-based model allocations, utilizes third-party sub-advisers, and monitors accounts regularly while acting as an ERISA fiduciary when appropriate.

Matthew Thompson is a financial advisor at Frost Investment Services with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked extensively within the Frost organization and its affiliates since 2011. Thompson is listed as a director and co-owner of Permanent Ink LLC, a public relations business in San Antonio, though he has no active role in its operations. Frost Investment Services is a retail-focused, SEC-registered adviser serving individuals, trusts, estates, charitable organizations, and business entities. The firm offers discretionary portfolio management, comprehensive financial planning, and managed account programs, utilizing the Fidelity Managed Account Xchange platform and a research-driven investment process that includes fundamental, technical, and cyclical analysis.

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.

Robert Wurzburg is a financial advisor at Forum Financial Management, LP with nine years of industry experience. He holds Series 63 and Series 65 licenses. His prior experience includes roles at Flywheel Capital Partners and Paylocity. Forum Financial Management, LP provides investment advisory and related services to individuals, retirement plan sponsors, charitable organizations, and institutional clients. The firm uses model asset-allocation portfolios based on Modern Portfolio Theory and offers a range of portfolio management, financial planning, and sub-advisory services, with a focus on wholesale relationships and support for independent advisors and RIAs.

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.

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.

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.

Michael Valadez is a financial advisor at Frost Investment Services with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at various affiliated Frost entities since 2014. Frost Investment Services is an SEC-registered adviser serving individuals, trusts, estates, charitable organizations, and business entities. The firm offers discretionary portfolio management and financial planning, using a combination of proprietary and third-party model portfolios implemented through the Fidelity Managed Account Xchange platform.

Victor Mendez is a financial advisor at USAA Investment Services Company with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked in various roles within the USAA organization since 1999, including positions at USAA Life Insurance Company, USAA Financial Advisors, Inc., and USAA Financial Planning Services. 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 as a referral and retirement-advice intermediary rather than a portfolio manager.

Ronald Tavarez is a financial advisor with Frost Investment Services in San Antonio, TX. He holds Series 63 and Series 66 licenses and has 35 years of industry experience. Tavarez has been with Frost Investment Services since 2017 and has a longstanding history with affiliated firms dating back to 1995. He serves as a director and finance committee member for the Vannie E Cook Jr. Cancer Foundation in McAllen, TX. Frost Investment Services advises a range of individual and corporate clients, including high-net-worth households, offering investment advisory and portfolio management services. The firm operates as an enterprise advisory platform with over 160 advisors and is notable for its affiliation with a banking institution.

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.

Javier Fernandez is a financial advisor at Van Clemens Wealth Management, LLC with 15 years of industry experience. He holds the Series 63 and Series 65 designations and has previously worked at Royal Alliance Associates, Inc., Signator Investors, Inc., and HD Vest Advisory Services. Fernandez also has a background in accounting through his work at Fernandez & Fernandez CPAs, LLC. Van Clemens Wealth Management serves individuals, trusts, estates, and institutional clients by providing portfolio management, financial planning, retirement plan consulting, and estate-planning support. The firm customizes advice based on client objectives and risk tolerance, utilizing both in-house and third-party managers, and employs a blend of modern portfolio theory with fundamental and technical analysis in its investment approach.