Dana Dunkelberger is a financial advisor with Reliance Wealth Management in San Antonio, TX, holding a Series 65 designation and five years of industry experience. Prior to joining Reliance Wealth Management in 2024, Dunkelberger worked at Coppell Advisory Solutions LLC, Visionary Wealth Management, LLC, and Gibbs Wealth Management, LLC. He is also the owner and lead sales agent for fixed-indexed annuity and indexed universal life insurance sales through Reliance Financial Partners. Reliance Wealth Management serves individuals, including high-net-worth clients, as well as foundations, trusts, estates, corporations, and charitable organizations, offering discretionary investment management and financial planning. The firm employs a top-down, macro-environmental investment approach focused on tactical asset allocation across a diverse range of investment vehicles.

Joshua Kercheville is a CFP® professional with 14 years of industry experience. He is a founding member of Kercheville Advisors LLC, where he has worked since 2014, and previously operated at Kercheville & Company from 2008 to 2019. Outside of his advisory role, he spends some time managing a rental property. Kercheville Advisors provides discretionary and non-discretionary portfolio management, financial planning, and pension/retirement plan consulting to a diverse client base including individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm employs a stock-picking investment approach focused on individual equities for tax efficiency and alpha generation, supported by fundamental and technical analysis, internal due diligence, and ongoing portfolio monitoring.

Austin Miller is a Series 65-licensed financial advisor with Teamwork Financial Advisors, LLC, based in San Antonio, TX. He has one year of industry experience, including prior roles at Teamwork Financial and La Cantera Resort. Teamwork Financial Advisors serves individual and high-net-worth investors as well as retirement plans, trusts, estates, and business entities, offering asset management, financial planning, and referrals to third-party money managers. The firm employs a strategic asset-allocation approach with a core-and-satellite structure, combining fundamental, technical, and cyclical analysis to manage client portfolios.

Herbert Kraus is a financial advisor at Teamwork Financial Advisors, LLC with nine years of industry experience. He holds a Series 65 designation and has worked at Teamwork Financial Advisors since 2017. Kraus also operates Bert Kraus CPA, a separate accounting practice he has maintained since 2005. Teamwork Financial Advisors serves individual and high-net-worth investors, retirement plans, trusts, estates, and business entities, providing asset management, financial planning, and referrals to third-party money managers. The firm employs a strategic asset-allocation approach with a core-and-satellite structure, coordinating with outside advisors and affiliated legal and accounting entities.

Diana Jordan is a financial advisor at Teamwork Financial Advisors, LLC in San Antonio, TX, with seven years of industry experience. She holds Series 63 and Series 65 designations and has worked with Teamwork Financial Advisors since 2009. Additionally, she has been self-employed as a life and health insurance broker since 1988. Teamwork Financial Advisors serves individual and high-net-worth investors, as well as retirement plans, trusts, estates, and business entities, providing asset management, financial planning, and referrals to third-party money managers. The firm employs a strategic asset-allocation approach with a core-and-satellite structure, integrating fundamental, technical, and cyclical analysis in portfolio management.

Gina Valorz is a financial advisor with Financial Transparency, holding the PFS™ designation and Series 66 license, and has 25 years of industry experience. She has worked at several firms, including Envision Financial Transparency, Enlighten Finance LLC, and CSSC Brokerage Services, with a longstanding role as managing partner at Steven Bankler, CPA, Ltd. Valorz is an active member of professional organizations such as the AICPA and the San Antonio Hispanic Chamber of Commerce. Financial Transparency provides investment advisory and financial planning services to individuals, families, retirement plans, businesses, and other organizations, using asset allocation strategies based on Modern Portfolio Theory and the Efficient Market Hypothesis. The firm offers multiple portfolio management programs, including customized accounts with options for municipal bonds, socially responsible investing, and tax-loss harvesting.

Hany Ahmad is a CFP® professional with 20 years of industry experience, currently serving as an advisor at Teamwork Financial Advisors, LLC. He has held prior roles at Ameriprise Financial Services, BOK Financial Securities, and Wells Fargo Advisors. Teamwork Financial Advisors is a team-based registered investment adviser managing over $1 billion for individuals, high-net-worth clients, and institutional accounts. The firm employs a model-based, core-and-satellite investment approach and is formally affiliated with accounting and law practices.

Mitchell Byrum is a CFP® with eight years of industry experience, currently serving as a financial advisor at S Harris Financial Group, LLC in San Antonio, TX. He has previously worked at Raymond James Financial Services Advisors, Inc., and Spirit of Texas Bank. Byrum is also licensed as an insurance agent, providing insurance sales and servicing in addition to his advisory role. S Harris Financial Group is an SEC-registered advisory firm that serves individual and high-net-worth clients as well as retirement plans. The firm’s investment approach combines fundamental and technical analysis with a primarily long-term focus, offering comprehensive wealth management, retirement plan advisory, and insurance consulting services.

Daniel King is a CFP® with three years of industry experience, currently serving as a financial advisor at S Harris Financial Group, LLC. He previously worked at Raymond James Financial Services in multiple roles and has involvement with Indian Z Stone Ranch, LLC. Outside of his advisory work, he is also active as an insurance agent. S Harris Financial Group is an SEC-registered advisory firm that serves individual, high-net-worth clients, and retirement plans. The firm offers discretionary investment management, comprehensive wealth management, and specialized services such as Certified Divorce Financial Analysis and retirement plan education, combining fundamental and technical analysis in its primarily long-term investment approach.

Sabrina Brown is a financial advisor with Reliance Wealth Management in San Antonio, TX, holding a Series 65 designation and five years of industry experience. She has worked at S&D Financial, Coppell Advisory Solutions, Visionary Wealth Management, and Gibbs Wealth Management. Outside the financial sector, she owns and operates B&S Performance and Tuning LLC, an automotive tuning business. Reliance Wealth Management serves individuals, families, and institutions, offering discretionary investment management and financial planning with a focus on a top-down macro-environmental investment approach that incorporates tactical asset allocation and a range of investment products including mutual funds, ETFs, equities, bonds, structured notes, and alternative investments.

Joe Kercheville is a financial advisor with Kercheville Advisors LLC in San Antonio, TX, holding Series 63 and Series 65 licenses and bringing 58 years of industry experience. He has worked at Kercheville Advisors since 2014 and previously spent 35 years at Kercheville & Company, Inc. Outside of financial advising, he owns and manages several non-investment related ventures, including The Lodge at River's Edge and Joshua Creek Ranch. Kercheville Advisors provides portfolio management, financial planning, and pension/retirement consulting to individuals, high-net-worth clients, trusts, estates, charitable organizations, and businesses. The firm employs a customized investment process with an equity stock-picking approach that emphasizes tax efficiency and risk management through regular portfolio reviews and flexible asset allocation.

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.

Angel Melgoza is a CFP®-certified financial advisor with 11 years of industry experience. He is currently with Financial Life Advisors, where he has worked since 2026, and has previously held roles at firms including YFP Planning, Origin Financial, and LPL Financial LLC. Melgoza holds Series 65 and Series 63 licenses. Financial Life Advisors is a seven-advisor team managing approximately $366 million in client assets. The firm offers comprehensive financial planning and investment management services to individuals, high-net-worth clients, and institutional entities, using a range of analysis techniques and discretionary portfolio management strategies.

Scott Rhiger is a financial advisor with USAA Investment Services Company, holding Series 63 and Series 65 licenses and 28 years of industry experience. He has worked within various USAA entities since 2007, including USAA Financial Advisors, Inc., 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 the general public. The firm emphasizes retirement income planning and refers clients to Charles Schwab for investment products and account management.

George Wheelock is a financial advisor with USAA Investment Services Company in San Antonio, TX, holding Series 63 and Series 66 credentials and bringing 12 years of industry experience. He has worked within various USAA entities since 2014, including USAA Financial Planning Services, USAA Financial Advisors, Inc., and USAA Life Insurance Company. USAA Investment Services Company provides retirement-focused advice and referral services primarily to USAA members through phone and digital channels, delivering Retirement Income Strategy Reports and facilitating referrals to third-party broker-dealers or advisers rather than managing client assets directly.

Jeffrey Wurn is a financial advisor with USAA Investment Services Company, holding Series 63 and Series 65 licenses and possessing 21 years of industry experience. He has worked with various USAA entities since 2007, including USAA Financial Advisors, Inc. and USAA Investment Services Company. 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 delivers Retirement Income Strategy Reports and facilitates referrals to third-party broker-dealers and advisers rather than managing client assets directly.

Regina Breque is a financial advisor at USAA Investment Services Company with 18 years of industry experience. She holds a Series 63 designation and has worked at various USAA-affiliated entities since 2014, including 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 the general public. The firm delivers a Retirement Income Strategy Report to support client discussions and refers investors to Charles Schwab for investment products and account services.

Christopher Mc Neil is an Investment Advisor Representative at Maridea Wealth Management with nine years of industry experience. He holds a Series 66 designation and has worked at firms including VitalStone Financial, Private Client Services, and MML Investors Services. Outside of his advisory role, he is a part-time physician with Greater San Antonio Emergency Physicians. Maridea Wealth Management serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, offering discretionary investment management, financial planning, and business-oriented services such as outsourced CFO support. The firm emphasizes personalized, long-term portfolio construction using fundamental analysis and modern portfolio theory, typically employing diversified mutual funds and ETFs while allowing other investment types as appropriate.

Jim Sandell Jr. is a financial advisor with USAA Investment Services Company and holds a Series 66 designation. He has 18 years of industry experience, including roles at USAA Life Insurance Company and USAA Financial Planning Services prior to his current position. Outside of his advisory work, he is the owner of Sandell Capital, LLC, an investment-related business. USAA Investment Services Company provides retirement-focused advice and referral services primarily to USAA members and the general public. The firm emphasizes retirement income planning and refers clients to Charles Schwab for investment products and account management.

Mary Stork is a CFP® professional with 25 years of experience in the financial services industry. She has been with USAA Investment Services Company since 2018 and previously worked with multiple USAA-affiliated entities. Stork serves on several nonprofit boards, including the USAA Foundation Board of Governors, the Military Child Education Coalition, and the National Equine Institute of Growth through Healing, contributing to financial literacy and community support initiatives. USAA Investment Services Company provides retirement-focused advice and referral services primarily to USAA members. The firm offers a Retirement Income Strategy Report and refers clients to Charles Schwab for investment products, operating as a referral and retirement-advice intermediary rather than a portfolio manager.