Heather Haas is a CFP® and Series 65 licensed advisor with nine years of industry experience, currently serving at Imperium Wealth Management, LLC since 2014. She is based in San Antonio, TX, and works at a firm with two advisors. Imperium Wealth Management offers investment management, financial planning, tax preparation, and retirement plan consulting to a diverse client base including individuals, trusts, estates, corporations, and pension and profit-sharing plans. The firm provides customizable portfolio management, incorporating a range of securities and private placements, and also sponsors its own wrap fee program while delivering tax and accounting services through some members.

Dana Mcginnis is a financial advisor at Mission Advisors, LP with 24 years of industry experience. He holds a Series 63 designation and has been with Mission Advisors since 2000. Mcginnis serves on the Board of Directors of Texas Pacific Land Trust. Mission Advisors, LP provides discretionary investment management to individual and high-net-worth clients, as well as private pooled investment vehicles. The firm manages funds focused on royalty and mineral interests in oil and gas properties primarily in the Permian Basin and Haynesville Shale, using industry connections to source acquisitions.

William McGowan is a financial advisor at White McGowan with nine years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at MML Investors Services and Mass Mutual Life Insurance Company from 2016 to 2018. Outside of his financial advisory role, he is a physician at McGowan Family Clinic and a partner and CFO of South Pass Construction, a residential construction company. White McGowan provides investment advisory and financial planning services to individual and high-net-worth clients, offering discretionary portfolio management, ongoing financial planning, and consulting across a range of investment products. The firm employs tailored asset allocation strategies and utilizes third-party managers for portfolio implementation.

Russell Samples is a financial advisor at Private Wealth Asset Management with 11 years of industry experience. He holds Series 63, 65, and 66 licenses and previously worked at Wells Fargo Bank for eight years before joining his current firm in 2021. He is also a licensed insurance agent involved in the sale of accident, health, life, and HMO insurance. Private Wealth Asset Management serves individuals, family offices, trusts, estates, nonprofit organizations, and retirement plans. The firm employs a comprehensive investment process that includes strategic asset allocation with tactical adjustments and offers both discretionary and non-discretionary portfolio management alongside access to private placements and alternative investments.

Robin Badillo is a financial advisor at Broadway Wealth Solutions in San Antonio, TX, with 11 years of industry experience. His work history includes roles at Broadway Bank, Frost Bank, and Bbva Securities Inc. Outside of finance, he owns Robin Jade Photography, producing images for sports teams and families on an occasional basis. Broadway Wealth Solutions provides discretionary and non-discretionary investment management and integrated financial planning to individuals, retirement investors, trusts, estates, charitable organizations, and businesses. The firm employs a strategic asset allocation approach with tactical adjustments and offers customized portfolios, including specialized strategies such as direct indexing.

Ryan Riffe is a financial advisor at SWBC Investment Company in San Antonio, TX, with 13 years of industry experience. He holds a Series 66 designation and has been with SWBC Investment Company since 2015. He also has experience with Advisors Asset Management, Inc., where he has worked since 2012. SWBC Investment Company provides investment advisory services to individuals, banking and thrift institutions, charities, and pooled investment vehicles. The firm manages accounts through internal portfolio teams and sub-advisers, offering a range of services including discretionary portfolio management and private fund management focused on value-add real estate and private placements.

Carlos Valadez Jr. is a financial advisor at DMK Advisor Group, Inc. with 18 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at several firms, including USAA Financial Advisors, Victory Capital, and Money Concepts Capital Corp. Outside of his advisory role, he owns Valadez Enterprises, LLC and Valadez Financial Planning & Wealth Management, LLC. DMK Advisor Group is a team-based firm serving individuals, small businesses, trusts, corporations, and retirement plans with approximately $130.8 million in assets under management. The firm offers both discretionary and non-discretionary portfolio management using mutual funds and ETFs, combining technical and fundamental analysis within a unique structure that integrates broker-dealer registration, wrap accounts, and insurance brokerage services.

Joyce Briskin is a financial advisor with Dominion Portfolio Management, Inc. in San Antonio, TX, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. She has been with Dominion Portfolio Management since 2006 and previously worked at Dominion Investor Services, Inc. from 1995 to 2023. Outside of her advisory role, she serves as treasurer for the Bexar Audubon Society, a local nonprofit organization. Dominion Portfolio Management serves individual, high-net-worth, and business clients, offering fee-based portfolio management with strategies tailored to client goals, risk tolerance, and time horizons. The firm employs a mix of fundamental, technical, charting, and economic analysis across various asset classes and is affiliated with Calton & Associates, Inc. and PeakShares LLC.

Simon Thompson is a CFA® charterholder with 18 years of experience in the financial industry. He has been with Texas Legacy Wealth Management since 2011 and is also associated with LPL Financial. Thompson holds Series 63 and Series 65 licenses. TLWM Financial provides asset management, financial planning, and consulting services to individuals, trusts, estates, and business entities. The firm offers discretionary portfolio management and utilizes a range of investment strategies, including individual securities and proprietary models, with a focus on continuous portfolio supervision and regular reviews.

Christopher Dewlen is a financial advisor with SWBC Investment Company in San Antonio, TX, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His prior experience includes 22 years at Advisors Asset Management, Inc. He is an Investment Advisor Representative of the affiliated RIA at SWBC Investment Company. SWBC Investment Company provides investment advisory and financial planning services to individuals, including high-net-worth clients, and institutional clients. The firm manages approximately $256 million in discretionary assets and offers portfolio management, financial planning, and wrap fee programs through a team of 17 advisors.

Anders Storvik is a financial advisor at Wela Financial Advisory with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Brent Forrest & Associates LLC since 2016. Outside of advising, he is a partner in a real estate operating company that manages the building housing his firm. Wela Financial Advisory is a fee-only registered investment adviser serving individual investors and businesses with discretionary portfolio management, financial planning, and investment consulting. The firm employs a multi-fund-manager approach combining fundamental and technical analysis, emphasizing tax efficiency and ongoing client engagement through a financial planning membership program.

Nicole Lopez is a financial advisor at Broadway Wealth Solutions in San Antonio, TX, holding a Series 65 designation with four years of industry experience. Her prior roles include positions at Imperium Wealth Management and Chase, as well as work in the education and promotions sectors. Broadway Wealth Solutions serves individual and retirement investors, including high-net-worth clients, offering fee-based discretionary portfolio management, integrated financial planning, and retirement rollover guidance. The firm employs a strategic asset allocation approach with tactical adjustments and operates as a bank-owned subsidiary with connections to a trust company and Broadway National Bank.

Brianna Black is a CFP® with seven years of industry experience, currently serving as a financial advisor at Boldin Advisors. Her prior roles include positions at WealthPoint Advisors, Financial Life Advisors, Saltbox Financial, and Alamo Financial Advisors. Boldin Advisors provides financial planning and consulting services to individuals, high net worth clients, trusts, estates, and small businesses. The firm uses Modern Portfolio Theory to develop diversified portfolios with low-cost index funds and ETFs, emphasizing a long-term, buy-and-hold investment approach without discretionary account management.

Alexis Ferris is a financial advisor at TLWM Financial in San Antonio, TX, holding Series 65 and Series 63 licenses with one year of industry experience. Prior to joining TLWM Financial and LPL Financial, Alexis worked in various roles including at Premier Plastic Surgery and Bebek Family. TLWM Financial provides discretionary asset management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, and business entities. The firm offers tailored portfolios with continuous supervision, employing fundamental and technical analysis, and delivers advisory services through LPL-sponsored programs and ongoing subscription planning.

Roger Versteeg is a financial advisor at SWBC Investment Company with 43 years of industry experience. He holds the CFP®, ChFC®, and Series 63 designations. Versteeg has worked at SWBC Investment Company and SWBC Investment Services, LLC since 2007 and previously spent two years at CUNA Brokerage Services, Inc. SWBC Investment Company provides investment advisory and financial planning services to individuals, including high-net-worth clients, as well as various institutional clients. The firm manages discretionary portfolios through internal managers, third-party sub-advisers, and model portfolios, and offers customized investment solutions such as ESG screening.

George Dullnig is a financial advisor at M. E. Allison & Co., Inc. with 61 years of industry experience. He has been with M. E. Allison & Co., Inc. since 2012. M. E. Allison & Co., Inc. serves individuals, trusts, estates, bank trust departments, corporations, and retirement plans, providing portfolio management, financial planning, and 401(k) consulting. The firm manages approximately $287 million in client assets through a team of ten advisors and employs a range of investment strategies including in-house models and third-party sub-advisers.

Colton Krueger is a financial advisor at Martin Capital Advisors, LLP with 11 years of industry experience. He holds a Series 65 designation and has worked at Deckers Brands and the New York Stock Exchange. Martin Capital Advisors manages portfolios for high-net-worth individuals, trusts, estates, charitable organizations, and businesses, offering discretionary portfolio management, financial planning, and quarterly performance reporting. The firm emphasizes long-term returns primarily through asset allocation and employs both active and passive strategies, including options-based hedging in select portfolios.

Robert Dullnig is a financial advisor at M. E. Allison & Co., Inc. with 56 years of industry experience. He holds a Series 63 designation and has been with M. E. Allison since 2012. He also serves as a board member of First State Bank of Uvalde. M. E. Allison & Co., Inc. provides portfolio management, financial planning, 401(k) consulting, and third-party adviser referrals to individuals, trusts, corporations, charitable organizations, and retirement plans. The firm integrates broker-dealer and municipal advisory services with SEC-registered investment advisory capabilities, offering a range of managed account solutions tailored to clients’ financial objectives and risk tolerances.

David Tawil is a financial advisor at Private Wealth Asset Management with three years of industry experience. He holds a Series 65 designation and previously worked at Wells Fargo Bank, NA for 21 years. Private Wealth Asset Management serves a diverse client base including individuals, family offices, trusts, and nonprofit organizations, managing approximately $1.85 billion in discretionary assets. The firm employs a strategic asset allocation approach supported by quantitative and fundamental analysis, and offers specialized services such as oil and gas holdings management and business transition planning.

Cheri Roman is a financial advisor with M. E. Allison & Co., Inc. in San Antonio, TX, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. Prior to joining M. E. Allison & Co., she worked at Roman Agency Inc and AllState Insurance Company for 11 years. Outside of her advisory role, she is a composer and musician, writing and performing music primarily as a volunteer for church services, with some original songs available through digital distribution. M. E. Allison & Co., Inc. serves individuals, trusts, estates, corporations, and retirement plans, providing portfolio management, financial planning, and 401(k) consulting through a combination of in-house and third-party strategies. The firm manages approximately $287 million in assets and operates with a team of ten advisors.