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 Series 66 licensed financial advisor with Gradient Advisors, LLC, based in San Antonio, TX, and has two years of industry experience. Prior to joining Gradient Advisors, he worked at MML Investors Services LLC and Mass Mutual Life Insurance Company. King is also associated with Pinnacle Strategic Wealth, Inc., where he provides financial planning and advisory services. Gradient Advisors, LLC delivers 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, employing a largely non-discretionary model and multiple analytical approaches to portfolio management.

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 previously worked at J.P. Morgan Securities LLC for 13 years. Outside of advisory work, Alvarado is an angel investor and partner in Zephyr Technologies, a company that develops software to analyze game video and recommend strategies. Titleist Asset Management, LLC is a multi-advisor wealth management firm serving individuals, trusts, estates, and employer-sponsored retirement plans. The firm offers discretionary portfolio management and financial planning using a Rules Based Investing approach, combining quantitative and third-party research with various investment instruments.

Trenton Leffingwell is a financial advisor with Titleist Asset Management, LLC in San Antonio, TX. He holds a Series 66 designation and has four years of industry experience. His prior roles include positions at Cetera, IMG Financial Group, and Securian Financial Services. Titleist Asset Management, LLC is an SEC-registered multi-advisor wealth manager serving individuals, trusts, estates, and employer-sponsored retirement plans. The firm offers discretionary portfolio management, financial planning, and retirement plan consulting, utilizing a Rules Based Investing Total Return System that combines quantitative, technical, and third-party research.

Maria Valencia is a financial advisor with Titleist Asset Management, LLC, holding a Series 66 designation and bringing 22 years of industry experience. She has been with Titleist Capital, LLC since 2016 and with Titleist Asset Management since 2023. Valencia 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, LLC is an SEC-registered multi-advisor wealth manager serving individuals, trusts, estates, and retirement plans. The firm employs a Rules Based Investing Total Return System with client-specific asset allocation strategies 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.

Janice Wong is a financial advisor at Foundations Investment Advisors LLC with 22 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Nationwide Investment Services Corporation for 14 years. Outside of her financial advisory work, she serves as a stand-by manager at a family-owned Chinese restaurant in San Antonio, where she assists with hostessing, cashiering, and waiting tables on weekends. Foundations Investment Advisors is a multi-advisor registered investment adviser managing approximately $10.1 billion for around 29,615 clients through a network of nearly 300 advisers. The firm offers portfolio management, financial planning, retirement-plan support, and sub-advisory services to individuals, trusts, estates, and registered investment companies.

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, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. He has worked with Frost Investment Services since 2017 and has a long history with affiliated entities including Frost Brokerage Services and Frost National Bank dating back to 1995. Outside of his advisory role, Tavarez serves as a director and member of the finance committee for the Vannie E Cook Jr. Cancer Foundation, a nonprofit supporting pediatric cancer treatment in the Rio Grande Valley. Frost Investment Services is an SEC-registered adviser serving individuals, trusts, estates, charitable organizations, and business entities. The firm offers discretionary portfolio management and comprehensive financial planning, utilizing a range of managed account programs implemented through the Fidelity Managed Account Xchange platform and supported by fundamental, technical, and cyclical research.

Jeromy White is a financial advisor with Titleist Asset Management, LLC, holding a Series 66 designation and 22 years of industry experience. He has worked at Titleist Asset Management since 2023 and was previously with Titleist Capital, LLC and Investment Professionals, Inc. He also operates Blum and White Wealth Management, LLC. Titleist Asset Management, LLC is an SEC-registered multi-advisor wealth manager serving individuals, trusts, estates, and employer-sponsored retirement plans. The firm offers discretionary portfolio management, financial planning, and retirement plan consulting, utilizing client-specific asset-allocation strategies overseen by an investment committee and employing a Rules Based Investing Total Return System.

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 industry experience. He is currently with Titleist Asset Management, LLC and has previously worked at Titleist Capital, LLC and Investment Professionals, Inc. Rawson is also a shareholder in a family-owned fitness club business unrelated to his investment work. Titleist Asset Management, LLC is an SEC-registered multi-advisor wealth manager serving individuals, trusts, estates, and employer-sponsored retirement plans. The firm offers discretionary portfolio management, financial planning, and retirement plan consulting, using a rules-based investing system with multiple asset-allocation strategies overseen by an investment committee.

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.

Garrick Behelfer is a financial advisor at Frost Investment Services with 20 years of industry experience. He holds the Series 66 designation and has worked in various roles at Frost Bank, Frost Brokerage Services, and Frost Investment Services since 2010. Frost Investment Services is an 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 a combination of proprietary and third-party investment strategies implemented through the Fidelity Managed Account Xchange platform.

Chase O'banion is a financial advisor with Titleist Asset Management, LLC, holding a Series 66 designation and one year of industry experience. Prior to joining Titleist, he was associated with Fidelity Investments. Titleist Asset Management, LLC is a multi-advisor wealth manager serving individuals, trusts, estates, and employer-sponsored retirement plans. The firm employs client-specific asset allocation strategies and a Rules Based Investing Total Return System, integrating quantitative and macro-driven approaches alongside access to third-party managers and model portfolios.

Michael Parsley is a financial advisor at Frost Investment Services with nine years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Wells Fargo Clearing and Wells Fargo Bank, N.A. since 2017. Prior to that, he was employed at BOK Financial Securities, Inc. and Bank of Texas. Frost Investment Services is an 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 integrates fundamental, technical, and cyclical research in its investment process.