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 with SWBC Investment Company in San Antonio, TX. He holds the CFP®, ChFC®, and Series 63 designations and has 42 years of industry experience. He has been with SWBC Investment Company and its affiliated entity since 2007. SWBC Investment Company provides investment advisory services to individuals, including high-net-worth clients, banking and thrift institutions, charities, and pooled investment vehicles. The firm offers discretionary portfolio management, financial planning, sub-advisory services, and management roles for private investment funds, utilizing internal portfolio teams and third-party managers.

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. in San Antonio, TX, with 55 years of industry experience. He holds a Series 63 designation and has been with M. E. Allison & Co., Inc. since 2012. Outside of his advisory role, he serves as a board member of the First State Bank of Uvalde. M. E. Allison & Co., Inc. provides portfolio management, financial planning, and 401(k) consulting services to individuals, trusts and estates, bank trust departments, corporations, and retirement plans. The firm manages approximately $287 million in client assets and employs a team of ten advisors who utilize a combination of in-house models and third-party sub-advisers to implement client portfolios.

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.

Joshua Arrington is a financial advisor with OneAscent Family Offices in San Antonio, TX, holding Series 66 and Series 65 licenses and nine years of industry experience. He has worked at Archetype Wealth Partners and Grace Point Church prior to joining OneAscent. OneAscent Family Office provides investment advisory and family office services to high-net-worth individuals, trusts, pension and profit-sharing plans, and other entities. The firm offers discretionary and non-discretionary asset management, financial planning, and a range of family office services, managing portfolios according to individualized asset-allocation guidelines and employing multiple affiliated entities to support its offerings.

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.

Joan Cleveland is a ChFC® credentialed financial advisor with 30 years of industry experience, currently with SWBC Investment Company since 2013. She serves as President and CEO of SWBC Life Insurance Company and holds leadership roles including Chairman of the Consumer Credit Industry Association and board memberships with the Texas Association of Life and Health Insurers and the American Bankers Insurance Association. Additionally, she is involved in community service as a governing board member of Make-A-Wish Central and South Texas. SWBC Investment Company provides investment advisory services to individuals, financial institutions, charities, and pooled investment vehicles. The firm employs internal portfolio teams and external sub-advisers to manage discretionary and non-discretionary accounts, and it is active in private fund management with a focus on value-add real estate investments.

Christopher Elbrecht is a financial advisor at SWBC Investment Company in San Antonio, TX, holding a Series 66 designation with 17 years of industry experience. He has been with SWBC Investment Company and its affiliated entity, SWBC Investment Services LLC, since 2013. Outside of his advisory role, he serves as President and Board Member of the Walker Ranch Homeowners Association in San Antonio. SWBC Investment Company provides investment advisory services to individuals, institutions, charities, and pooled investment vehicles, utilizing internal portfolio teams and sub-advisers. The firm offers discretionary portfolio management, financial planning, and private fund management, including concentrated real estate investments and private placements.

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 Series 65 licensed advisor at Martin Capital Advisors, LLP with one year of industry experience. His prior work history includes positions 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 uses a long-term, asset-allocation-driven approach and offers several portfolio types with a range of investment instruments, including options-based hedging and formalized performance reporting.

Christopher Allison is a CFP® with 33 years of experience in the financial services industry. He has been with M. E. Allison & Co., Inc. since 1992. Outside of advisory work, he manages property management and accounting services for family-owned real estate and serves as managing partner for a property investment in South Padre Island. M. E. Allison & Co., Inc. serves individuals, trusts and estates, bank trust departments, corporations, and retirement plans, offering discretionary and non-discretionary portfolio management, financial planning, and 401(k) consulting. The firm uses a combination of in-house models and third-party sub-advisers to implement client portfolios, employing various strategies including option writing and sector ETF weightings.