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 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.

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 with Titleist Asset Management, LLC, holding the Series 63 and Series 66 designations and bringing 23 years of industry experience. Her prior experience includes 13 years at J.P. Morgan Securities LLC. She is also an angel investor and partner in Zephyr Technologies, a company that develops software to analyze game videos and recommend strategies. Titleist Asset Management provides investment management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, qualified plans, charitable organizations, and businesses. The firm employs a Rules Based Investing (RBI) Total Return System with customized portfolios overseen by an investment committee, offering a range of allocation strategies and integrating affiliated brokerage, insurance, tax, and accounting services.

Trenton Leffingwell is a financial advisor at Titleist Asset Management, LLC in San Antonio, TX, with four years of industry experience. He holds a Series 66 credential and has previously worked at Cetera, IMG Financial Group, and Securian Financial Services. 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 employs a Rules Based Investing Total Return System and offers customized portfolios overseen by an investment committee.

Maria Valencia is a financial advisor at Titleist Asset Management, LLC with 22 years of industry experience. She holds a Series 66 designation and has been with Titleist since 2023, having also worked at Titleist Capital, LLC since 2016. Outside of her advisory roles, she serves on the board and executive committee of LIFEGIFT, a nonprofit organ procurement organization in Texas, where she chairs the Finance and Investment Committee and acts as Treasurer. 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 uses a Rules Based Investing Total Return System overseen by an investment committee and offers a range of allocation strategies tailored to client objectives.

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.

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.

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 at Titleist Asset Management, LLC with 22 years of industry experience. He holds the Series 66 designation and has worked at Titleist Capital, LLC and Investment Professionals, Inc. prior to his current role. He also operates Blum and White Wealth Management, LLC. Titleist Asset Management provides investment management, financial planning, and retirement-plan advisory services to a variety of clients, including high-net-worth individuals, trusts, and business entities. The firm employs a rules-based investing approach and offers customized portfolios 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.

Matthew Richter is a financial advisor with 3 years of industry experience, currently with 1900 Wealth. He holds Series 63 and Series 65 licenses and previously worked for Lucas Petroleum Group Inc for 9 years. 1900 Wealth serves individuals, family offices, pension and profit-sharing plans, trusts, estates, corporations, and other entities with financial planning, consulting, and investment management. The firm emphasizes strategic asset allocation using low-cost ETFs and mutual funds, provides customized managed portfolios through sub-advisers, and manages affiliated private funds while recommending related banking services through its common ownership with Jefferson Bank.

Christopher Rawson is a CFP® professional with 24 years of experience in the financial services industry. He is currently with Titleist Asset Management, LLC and has previously worked at Titleist Capital, LLC and Investment Professionals, Inc. Outside of his advisory work, he is a shareholder in a family-owned fitness club business. 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, using a Rules Based Investing system and offering a range of customized portfolio strategies.

Laura Cropo is a financial advisor at Frost Investment Services with 17 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Frost Brokerage Services since 2018 and Frost Bank since 2011. 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 using a combination of proprietary and third-party strategies implemented through the Fidelity Managed Account Xchange platform.

Cynthia Salzman is a financial advisor with Wealthcare Advisory Partners LLC, holding a Series 66 designation and bringing 10 years of industry experience. She previously worked at Cetera and Aspect Wealth Management. Outside of advising, Salzman serves as chair of the finance committee for the San Antonio Parks Foundation. Wealthcare Advisory Partners LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and businesses. The firm employs a goals-based financial advising discipline supported by patented software and incorporates both passive and active investment strategies, along with dynamic rebalancing when appropriate.