Mark Kemp is a financial advisor with McNally Financial Services Corporation in Corpus Christi, TX, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with McNally Financial Services Corporation since 2010. Kemp is involved with The Cross of Corpus Christi, a nonprofit group raising funds to build a 200-foot cross, where he assists with financial reporting. McNally Financial Services Corporation provides financial planning and portfolio management primarily to individual clients and small businesses. The firm constructs diversified portfolios using fundamental analysis and manages accounts on both discretionary and non-discretionary bases.

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.

Juan Andrade Frich is a financial advisor at Alterna Wealth Management, Inc. based in San Antonio, TX, with 11 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Actinver Securities, Inc. and Actinver Wealth Management, Inc. since 2014. 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 that incorporate quantitative analysis, technical methods, and both affiliated and unaffiliated funds.

Monica Cervantes is a financial advisor at PAX Financial Group in San Antonio, TX, with six years of industry experience. She holds a Series 65 designation and previously worked at Brent Forrest & Associates, L.L.C., Haynie & Co., Darilek Butler & Associates, and DK Partners, PC. Monica serves as a board member of the Financial Planning Association’s San Antonio & South Texas Chapter and is involved with several nonprofit committees, including Guardian House and Transplants for Children. PAX Financial Group provides advisory services to individuals, high-net-worth clients, small businesses, and corporations, offering portfolio management, retirement plan consulting, and financial planning. The firm employs a team-based investment approach grounded in traditional academic frameworks and incorporates values-based ETF selections and various hedging and income strategies.

Joshua Johnson is a financial advisor at Christensen Group Financial, LLC in San Antonio, TX, holding Series 63 and Series 65 licenses with nine years of industry experience. He previously worked at Pensionmark Securities and Pensionmark Financial Group for eight years and has experience with several other firms. Outside of his advisory role, he is involved in insurance sales through Christensen Group Inc. Christensen Group Financial serves individual investors, including high net worth clients, and employer-sponsored retirement plans. The firm offers discretionary portfolio management, financial planning, and retirement plan consulting, using model portfolios and a combination of modern portfolio construction and trend-following strategies tailored to client objectives.

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.

Jonathon Fitz Simon is a financial advisor with PAX Financial Group in San Antonio, TX, holding a Series 65 designation and four years of industry experience. He has been with PAX Financial Group since 2017 and previously worked at First Responders Moving from 2015 to 2017. PAX Financial Group provides advisory services to individuals, high-net-worth clients, small businesses, corporations, and their retirement plans. The firm employs a team-based investment approach overseen by an Investment Committee, utilizing traditional academic frameworks and incorporating values-based ETF selections alongside other strategies such as covered-call writing and limited derivative use.

Clifford Burch is a financial advisor with McNally Financial Services Corporation in San Antonio, TX, holding Series 63 and Series 65 designations and 44 years of industry experience. He has worked at McNally Financial Services since 2017 and previously spent 10 years at Investment Professionals, Inc. McNally Financial Services Corporation provides financial planning and portfolio management to individuals and small businesses, serving both non-high-net-worth and high-net-worth clients. The firm employs fundamental analysis to build diversified portfolios across various asset classes and also offers brokerage and insurance services.

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.

Edward Jaax is a CFP® with 15 years of experience in the financial services industry. He is currently with Tactive Advisors, LLC and has previously worked at Strategy Marketplace LLC, Capital Management Services, Inc., One Advocate Group, CETERA Advisor Networks LLC, and Aspect Wealth Management. In addition to his advisory role, he assists clients with investing in pre-1933 gold coins and bullion as an independent agent. Tactive Advisors serves individuals, trusts, businesses, employee benefit plans, and institutional investors through portfolio management via a robo-advisor platform and Advisor Advice service. The firm employs a Black-Litterman framework for blended model portfolios and offers both discretionary and non-discretionary management, including sub-advisory and TAMP relationships.

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.

David McNally is a Certified Financial Planner® with 48 years of industry experience. He has served as president of McNally Financial Services Corporation since 2002. The firm provides financial planning and portfolio management primarily to individual clients and small businesses. McNally Financial Services Corporation constructs tailored, diversified portfolios and operates as both an advisory firm and an introducing broker-dealer with affiliated insurance services.

Calvin Speer is a financial advisor with McNally Financial Services Corporation in New Braunfels, TX, holding a Series 66 designation and 23 years of industry experience. He has been with McNally Financial Services since 2007. Outside of his advisory role, Speer works as a substitute teacher in the North East ISD of San Antonio and the New Braunfels ISD during the school year. McNally Financial Services Corporation provides financial planning and portfolio management primarily to individual clients and small businesses. The firm constructs tailored, diversified portfolios using fundamental analysis and manages accounts on both discretionary and non-discretionary bases through a nine-advisor team operating across six offices.

John Thatcher is a financial advisor at Check Capital Management Inc. with 27 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Charles Schwab and Charles Schwab Bank prior to joining Check Capital Management in 2017. Check Capital Management, Inc. manages assets for individuals, high-net-worth clients, retirement plans, corporations, and other entities, and serves as investment adviser to the Blue Chip Investor Fund. The firm employs a fundamentals-based investment approach focused on intrinsic business value and margin of safety, offering various program structures aligned with client objectives and risk tolerances.

Janise Brooks is a financial advisor with PAX Financial Group in San Antonio, TX, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. She has previously worked at 360 Wealth Management, LLC and has been with PAX Financial Group since 2014. PAX Financial Group provides advisory services to individuals, high-net-worth clients, small businesses, corporations, and their retirement plans. The firm employs a team-based investment approach overseen by an Investment Committee, utilizing traditional academic frameworks to build diversified, long-term portfolios, and incorporates values-based ETF selections along with various hedging and income strategies.

Darryl Lyons II is a CFP®-credentialed financial advisor with 26 years of industry experience, currently with PAX Financial Group since 2016. He previously worked at LPL Financial for 10 years. Lyons serves on the board of New Braunfels Christian Academy, volunteers with The Chosen Non-Profit adoption and foster care organization, and chairs the Admirals Basketball Academy International Basketball Ministry. He is also an author of three books on finance, business, and leadership. PAX Financial Group provides advisory services to individuals, high-net-worth clients, and businesses, offering portfolio management, retirement plan consulting, financial planning, and business exit planning. The firm uses a team-based investment approach grounded in traditional academic frameworks and includes values-based ETF selections along with various hedging and income strategies.

Dean Willeford is a financial advisor with OFG Financial Services, Inc. in San Antonio, TX, holding Series 63 and Series 65 licenses and having 17 years of industry experience. He has been with OFG Financial Services since 2017 and also operates Willeford Financial Group, where he is involved in insurance and annuity sales as an independent insurance agent. OFG Financial Services provides investment advisory and planning services to individuals and corporations, managing approximately $270 million in assets for about 843 client relationships through a team of 37 advisors. The firm uses fundamental analysis to construct portfolios focusing on no-load mutual funds and listed securities, managing accounts on a non-discretionary basis and offering ongoing portfolio management and financial planning services.

Jan Zenner is a ChFC® with 47 years of industry experience, currently serving at McNally Financial Services Corporation. He has operated Fiscal Design since 1984 and is involved in various activities outside of financial advising, including managing a goat breeding business, performing as the lead singer in a vintage music band, and participating in local western-themed community events. Zenner also presents FINRA-approved college financial planning seminars and holds a partial ownership in a film and documentary production company. McNally Financial Services Corporation provides financial planning and portfolio management primarily to individual clients and small businesses. The firm constructs tailored, diversified portfolios using fundamental analysis and manages accounts on both discretionary and non-discretionary bases.

Charles Garcia Jr. is a CFP® professional at PAX Financial Group in San Antonio, TX, with 25 years of industry experience. He previously worked at USAA Financial Advisors and Usaa Investment Management Company. Outside of his advisory role, Garcia writes fictional manuscripts and serves as a CFP Board Certified Instructor teaching ethics courses. He is also involved in community activities, including volunteering with Team Rubicon, serving on the finance committee of Trinity Presbyterian Church, and acting as treasurer and board member of I Care San Antonio. PAX Financial Group serves individuals, high-net-worth clients, small businesses, and corporate retirement plans with portfolio management, financial planning, and business exit services. The firm employs a team-based investment approach rooted in academic theories and incorporates values-based investing alongside various income and hedging strategies.