Shelby Saberon is a Series 65 licensed financial advisor with 11 years of industry experience, currently serving at Saber and Shield Wealth Management, L.L.C. since 2017. Prior to this, Shelby held roles at Retirement Wealth Advisors, Inc., Evident Wealth, and Mann Mortgage. Outside of financial advising, Shelby has been involved with The Passion Travel Company since 2001. Saber and Shield Wealth Management, L.L.C. provides discretionary and non-discretionary portfolio management for individuals, families, trusts, estates, and small businesses. The firm applies modern portfolio theory with globally diversified investments, utilizing mutual funds, ETFs, and individual stocks, and manages approximately $74 million in assets.

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.

Gerhardt Hartman is a ChFC® credentialed financial advisor with 26 years of industry experience. He has been with SA Financial Solutions, LLC since 2011 and has operated as a sole proprietor under the same business name since 2009. Hartman also maintains an active insurance agent role, conducting fixed insurance sales alongside his advisory work. SA Financial Solutions serves individual and high-net-worth clients, providing discretionary asset management, financial planning, and referrals to third-party managers. The firm tailors investment programs to client goals using a combination of fundamental, technical, and cyclical analyses, and operates with a small client base and two advisors.

Mark Snelling is a financial advisor at Sweetwater Financial Advisors, LLC in Boerne, TX, holding a Series 63 designation with 24 years of industry experience. He has been with Sweetwater Financial Advisors since 2001. Sweetwater Financial Advisors manages approximately $95.6 million for about 208 clients, including individuals, high-net-worth clients, employer-sponsored retirement plans, and government entities. The firm uses model portfolios primarily consisting of mutual funds, ETFs, and individual equities, employing both fundamental and technical analysis with discretionary management. Additionally, Sweetwater offers pension and 401(k) consulting services and performance-based fee programs for qualified clients.

William Young is a financial advisor with Stronghold Capital Partners LLC and holds Series 63 and Series 65 licenses. He has 29 years of industry experience, previously working at LPL Financial for 15 years and GRS100 for eight years. Outside of advisory roles, he is an insurance agent through GRS100 under Wealth Multiplied, focusing on insurance-related products. Stronghold Capital Partners serves individual and business clients by providing financial planning, portfolio management, and retirement-plan (ERISA) services, primarily through recommending and monitoring third-party managers. The firm operates a solicitor-centric business model with formal fee-sharing arrangements and supports its multi-office team structure through these referral relationships.

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.

Tyler Dunkelberger is a financial advisor with Reliance Wealth Management in San Antonio, TX, holding a Series 65 credential and three years of industry experience. He previously worked at Coppell Advisory Solutions LLC and is also Vice President and Insurance Agent at Reliance Financial Partners, where he is involved in the sale of insurance products. Reliance Wealth Management serves individuals, high-net-worth clients, foundations, trusts, estates, corporations, and charitable organizations, offering discretionary investment management alongside integrated and stand-alone financial planning. The firm employs a top-down, macro-environmental investment approach with tactical asset allocation and uses a variety of investment vehicles including mutual funds, ETFs, individual equities, bonds, structured notes, and alternative investments.

Grace Suchy is a financial advisor at Reliance Wealth Management in San Antonio, TX, with one year of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at S&D Financial, Coppell Advisory Solutions, Reliance Financial Partners, and Hurley Elder Care Law. Outside of advising, she is also an insurance agent at Reliance Wealth Management. Reliance Wealth Management serves individuals, including high-net-worth clients, as well as foundations, trusts, estates, corporations, and charitable organizations, providing discretionary investment management and financial planning. The firm uses a top-down, macro-environmental investment approach emphasizing tactical asset allocation and sector rotation across various asset classes, including alternatives and structured notes.

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.

Barret Kolle is a financial advisor at Avid Wealth Partners, LLC with 13 years of industry experience. He holds the ChFC® designation and securities licenses Series 63 and Series 65. His prior experience includes roles at Northwestern Mutual and New Edge Advisors. Outside of his advisory role, he is involved in Avid Risk Management, focusing on insurance and financial planning. Avid Wealth Partners provides financial planning, consulting, and investment management services to a diverse client base, including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs a goal-oriented, planning-driven investment approach emphasizing low-cost asset allocation, downside protection, and tax minimization, often incorporating mutual funds, ETFs, individual securities, and fixed income into client portfolios.

Jeffrey Dabbs is a CFA® charterholder with 17 years of industry experience. He has been with Kercheville Advisors LLC since 2013. Outside of his advisory role, he teaches as a professor at the University of Phoenix. Kercheville Advisors offers discretionary and non-discretionary portfolio management, financial planning, and pension/retirement plan consulting for individuals, trusts, estates, charitable organizations, and business entities. The firm employs an equity stock-picking approach focused on individual equities and integrates both fundamental and technical analysis with ongoing portfolio monitoring and flexible asset allocation.

Bryan Wing is a CFP® and Series 66-registered advisor with 20 years of industry experience. He has worked at PAX Financial Group since 2016, previously with 360 Wealth Management and LPL Financial. Bryan serves on the board of CASA Child Advocates San Antonio and works as an independent contractor training large language models in various AI labs. PAX Financial Group provides advisory services to individuals, high-net-worth clients, small businesses, and corporations. The firm uses a team-based investment approach guided by an Investment Committee, applying traditional academic models and values-based ETF selections to build diversified, long-term portfolios.

Russell Thamm is a financial advisor at Teamwork Financial Advisors, LLC in San Antonio, TX, holding a Series 65 designation with one year of industry experience. Prior to joining Teamwork Financial Advisors in 2025, he worked at Rebel Financial and has experience in educational roles at Texas Tech University, Central Texas College, and Lake Travis High School. Teamwork Financial Advisors is a team-based registered investment adviser with 14 advisors managing approximately $1.01 billion for around 2,480 clients. The firm serves individuals, high-net-worth clients, and institutional accounts, employing a primarily model-based, core-and-satellite investment approach using ETFs, individual equities, and U.S. Treasuries.

Roberto Cano is a financial advisor at Alterna Wealth Management, Inc. with four years of industry experience. He holds a Series 66 designation and previously worked at Ernst & Young before joining Alterna Securities in 2022. Alterna Wealth Management provides investment advisory and portfolio management services to individuals, high-net-worth clients, trusts, estates, institutions, and charitable organizations. The firm employs a disciplined, global approach to asset allocation and diversification, using dynamic models and a combination of quantitative analysis, technical methods, and an in-house trading desk.

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 at SWBC Investment Company with 30 years of industry experience. He holds Series 63 and Series 65 designations. Prior to joining SWBC in 2025, he worked for Advisors Asset Management, Inc. for over two decades. 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, and private investment fund management, utilizing internal portfolio teams and a network of sub-advisers.

Michael Whyte is a Series 65-licensed financial advisor with Targeted Wealth Solutions in Schertz, TX, where he has worked since 2021. He has four years of industry experience and also works as a commercial pilot for Delta Airlines, a role he has held since 2015. Targeted Wealth Solutions serves individual and high-net-worth clients, as well as retirement plans, foundations, and charitable organizations. The firm employs a Modern Portfolio Theory framework enhanced by economic analysis and quantitative models, offering diversified portfolios primarily through ETFs and active option strategies for downside risk management.

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.

Kevin Kustelski is a financial advisor at Reliance Wealth Management in San Antonio, TX, holding a Series 66 license with three years of industry experience. He previously worked at MML Investors Services LLC and Foundry. Outside of advisory, he is licensed as an insurance agent specializing in life, long-term care, fixed annuities, and health insurance. Reliance Wealth Management serves individuals, including high-net-worth clients, as well as foundations, trusts, estates, corporations, and charitable organizations. The firm offers discretionary investment management combined with integrated and stand-alone financial planning, employing a top-down, macro-environmental investment approach with tactical asset allocation across a broad range of securities and alternative investments.