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.

Scott Langham is a financial advisor with Arkadios Wealth Advisors in San Antonio, TX, holding a Series 66 designation and 24 years of industry experience. His prior roles include positions at Investacorp Advisory Services and Securities America Advisors. He also operates a business known as Whitestone Wealth Management Services. Arkadios Wealth Advisors is an SEC-registered, multi-team firm serving individuals, trusts, businesses, corporations, and retirement plans. The firm offers customized investment plans implemented through various managed account options and combines fundamental, technical, and cyclical investment analysis.

Joshua Black is a financial advisor with Frost Investment Services in San Antonio, TX, holding Series 63 and Series 65 licenses and having 10 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors, LLC before joining Frost Bank and its brokerage services in 2019. He serves on the Finance Committee of the Sammons Center For The Arts, a performing arts organization in Dallas. 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 the Fidelity Managed Account Xchange platform, combining model portfolios, third-party managers, and optional tax and ESG overlay services.

Michael Sierra is a CFP® professional at 1900 Wealth with three years of industry experience. He previously worked at First Financial Trust & Asset Management for four years and Argent Trust Company for seven years. 1900 Wealth serves a diverse client base including individuals, family offices, and institutional entities, offering financial planning, consulting, and investment management. The firm emphasizes strategic asset allocation and uses low-cost ETFs and mutual funds to build diversified portfolios tailored to client goals and risk tolerance.

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 at Arete Wealth Advisors, LLC with two years of industry experience. He holds Series 66 and Series 63 licenses and previously worked at J.P. Morgan Securities and JPMorgan Chase Bank. Outside of finance, he has experience working in the hospitality industry. Arete Wealth Advisors provides investment advisory and financial planning services to a wide range of clients, including individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers discretionary portfolio management and employs both advisor-driven and proprietary rule-based model allocations, integrating third-party money managers and acting as an ERISA fiduciary when applicable.

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 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.

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.