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 63 and Series 65 licenses with one year of industry experience. Prior to financial services, Alexis worked in roles across various sectors including healthcare and retail. Alexis also provides administrative support within TLWM Financial. TLWM Financial offers discretionary asset management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, and businesses. The firm uses tailored portfolios with ongoing supervision and a mix of fundamental and technical analysis, delivering advisory services through LPL-sponsored programs as well as standalone financial planning options.

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.

Taylor Chamness is a financial advisor with Wela Financial Advisory in San Antonio, TX, holding Series 63 and Series 65 licenses and having 10 years of industry experience. He previously worked at AXA Advisors, LLC for three years before joining Frost Bank and Frost Brokerage Services, where he has been since 2019. Outside of his advisory work, Chamness is an owner of a self-storage business, CM Capital, LLC, which he manages with a partner. 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 uses a multi-fund-manager approach and combines fundamental and technical analysis to manage portfolios with an emphasis on tax efficiency and institutional-quality manager selection.

Teshay Flowers is a financial advisor at TLWM Financial in San Antonio, TX, with 17 years of industry experience. He holds a Series 66 designation and has worked with LPL Financial and Texas Legacy Wealth Management since 2016. TLWM Financial provides asset management, financial planning, and consulting services for individuals, trusts, estates, and business entities. The firm manages discretionary portfolios using a range of individual securities and proprietary strategies, emphasizing continuous supervision and regular portfolio reviews.

Charles Massiatte is a financial advisor with Martin Capital Advisors, LLP in San Antonio, TX, holding a Series 66 designation and seven years of industry experience. His work history includes roles at Great Hearts Academy, Bank of America, Merrill, and Harvard University Extension School. Martin Capital Advisors manages investment portfolios for high-net-worth individuals, trusts, estates, charitable organizations, and business clients, offering discretionary portfolio management and financial planning. The firm follows a long-term, asset-allocation-driven investment approach and provides clients with detailed quarterly performance reporting and options-based hedging within certain portfolios.

Joe Rust is a financial advisor at Davidson Capital Management, Inc. in San Antonio, TX, with 29 years of industry experience. He has held positions at Davidson Capital Management since 2017 and previously worked at Dominion Investor Services, Inc. from 2007 to 2017. Outside of his advisory role, Rust is vice president and part owner of Alamo City Angels, LLC, a bartending and promotions business, and serves on the investment committee for St Andrews United Methodist Church’s brokerage and legacy funds in a volunteer capacity. Davidson Capital Management is a fee-only, SEC-registered investment adviser managing approximately $568 million for around 400 clients, including individuals, charitable organizations, corporations, and defined contribution plans. The firm employs a long-term, quality-oriented investment approach with discretionary portfolio management and offers 401(k) advisory services, focusing on high-net-worth and institutional clients.

Britton Ouellette is a financial advisor at Optivise Advisory Services LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Optivise since 2019. In addition to his advisory role, he is an insurance agent at DPO Insurance Agency, Inc. Optivise Advisory Services provides portfolio management and financial planning to individuals, retirement plans, trusts, charitable organizations, and other investment advisers. The firm utilizes both internally developed model portfolios and third-party sub-advisors, offering discretionary and non-discretionary solutions supported by technology and detailed reporting.

Timothy Brown is a financial advisor with The Viable Group, Inc. in San Antonio, TX, holding Series 63 and Series 65 licenses and having 26 years of industry experience. He has been with The Viable Group since 2007 and also has involvement in Viable Strategies, Inc., where he acts as an insurance agent for fixed annuities, life insurance, and long-term care. The Viable Group, Inc. provides personalized financial planning and discretionary investment management to individuals, trusts, estates, and charitable organizations, serving both non-high-net-worth and high-net-worth clients. The firm’s investment approach includes fundamental, technical, and cyclical analysis with ongoing portfolio review.

Linde Murphy is a financial advisor with M. E. Allison & Co., Inc. in San Antonio, TX, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. Prior to joining M. E. Allison & Co., she worked at Argent Retirement Plan Advisors, LLC. Outside of her advisory role, Murphy provides budgeting and financial counseling for collaborative divorce cases, consults on vodka sales, offers compliance consulting to broker/dealers, and serves as an associate producer for a local docuseries. M.E. Allison & Co., Inc. serves individuals, trusts, estates, corporations, and retirement plans, managing approximately $287 million in assets through discretionary and non-discretionary portfolio management, financial planning, and 401(k) consulting. The firm employs a range of in-house and third-party investment strategies and conducts regular account reviews using technical and fundamental analysis.

Alfonso Charles is a financial advisor at Broadway Wealth Solutions in San Antonio, TX, holding Series 63 and Series 65 licenses with three years of industry experience. His prior roles include positions at Equitable Advisors, University Health System, and St. Mary's University. Broadway Wealth Solutions serves individual and retirement investors, including high-net-worth clients, by providing fee-based discretionary portfolio management, integrated financial planning, and retirement rollover guidance. The firm’s investment approach combines strategic asset allocation with tactical adjustments and utilizes fundamental, technical, and cyclical analysis.

Gayle Rodriguez is a Series 65 licensed financial advisor with eight years of industry experience. She has worked at Broadway Wealth Solutions since 2025 and previously held roles at Financial Engines Advisors L.L.C. and Edelman Financial Engines from 2015 to 2025. Broadway Wealth Solutions serves individual and retirement investors, including high-net-worth clients, by providing 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 ties to a trust company and Broadway National Bank.

Robert Mc Gregor is a financial advisor at Martin Capital Advisors, LLP with two years of industry experience. He holds a Series 65 designation. Prior to entering the financial advisory field, his work history includes roles at Chick-Fil-A and Uber Eats. Martin Capital Advisors, LLP manages investment portfolios for high-net-worth individuals, trusts, estates, charitable organizations, and business clients. The firm employs a long-term, asset-allocation-driven approach, offering various portfolio types and options-based hedging within separately managed accounts, along with formalized performance reporting.

Christopher Allison is a CFP® certified financial advisor with M. E. Allison & Co., Inc. in San Antonio, TX, where he has worked for 34 years. He holds Series 63 and 66 licenses and serves as managing partner of a family real estate investment in South Padre Island, dedicating time to overseeing property management and responding to inquiries. M. E. Allison & Co., Inc. provides portfolio management, financial planning, and 401(k) consulting services to individuals, trusts, corporations, and charitable organizations. The firm integrates discretionary and non-discretionary strategies, combining manager selection with in-house models, and operates as both a registered broker-dealer and SEC-registered investment adviser.

Enzo Pellegrino is a CFP®-certified financial advisor with 24 years of industry experience, currently serving at TLWM Financial in San Antonio, TX. He has been with Texas Legacy Wealth Management since 2011 and has a longstanding affiliation with LPL Financial dating back to 2005. Outside of his advisory role, he is involved in managing Pellegrino Ranch, a non-investment business entity. TLWM Financial provides asset management, financial planning, and consulting services to individuals, trusts, estates, and business entities, including high-net-worth clients. The firm employs discretionary portfolio management using a range of investment vehicles and proprietary strategies, with an emphasis on continuous supervision and quarterly portfolio reviews.

Preston Vaught is a financial advisor at TLWM Financial in San Antonio, TX, holding a Series 66 designation and bringing 11 years of industry experience. His prior work includes roles at S Harris Financial Group, Raymond James Financial Services, and Edward Jones. TLWM Financial offers discretionary asset management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, and business entities. The firm provides customized portfolios with ongoing supervision and employs both fundamental and technical analysis in its investment approach.