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.

Gracelyn Snider is a financial advisor at S Harris Financial Group, LLC in San Antonio, TX, holding a Series 65 designation with one year of industry experience. Prior to joining the firm, she was a student at Texas A&M University for four years and had no professional experience in the financial industry before that. 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 offers discretionary investment management and comprehensive wealth management with an investment approach that combines fundamental and technical analysis, emphasizing client education and ongoing personal contact.

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.

Stephanie Krueger is a financial advisor at Martin Capital Advisors, LLP with 17 years of industry experience. She holds Series 63 and Series 65 licenses and has been involved with the Christus Santa Rosa Friends Foundation since 2011. Martin Capital Advisors manages portfolios for high-net-worth individuals, trusts, estates, charitable organizations, and businesses, offering discretionary portfolio management combined with financial planning at no additional fee. The firm emphasizes long-term returns through asset allocation and uses both active and passive strategies, including options-based hedging in select portfolios.

Paul Figueroa is a financial advisor at Broadway Wealth Solutions with a Series 65 credential and three years of industry experience. Prior to joining Broadway Wealth Solutions in 2022, he worked at Broadway National Bank from 2019 to 2022, and has additional experience at Best Buy and Diamond Concession. Broadway Wealth Solutions offers 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, managing customized portfolios and providing specialized strategies such as direct indexing.

Robert Bowerman is a CFP® and holds a Series 66 license with 23 years of industry experience. He is currently with TLWM Financial in San Antonio, TX, where he has worked since 2016, following prior roles at LPL Financial and other firms. 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 both fundamental and technical analysis, and delivers advisory services through LPL-sponsored programs as well as written and subscription-based financial plans.

Khristene Cano is a financial advisor at Broadway Wealth Solutions with 16 years of industry experience. She holds the Series 66 designation and has worked at firms including BBVA Wealth Solutions Inc., BBVA Securities Inc., Chase Investment Services Corp., and Wamu Investments, Inc. Since 2024, she has served as a board member of Avance, a nonprofit organization. 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 manages customized portfolios using a mix of mutual funds, individual securities, and cash positions.

Rachel Gurinsky is a financial advisor at Wela Financial Advisory in San Antonio, TX, holding Series 63, 65, and 66 credentials with six years of industry experience. Her prior roles include positions at JPMorgan Chase Bank NA, PURSHE KAPLAN STERLING INVESTMENTS, and Texas Security General. 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-manager approach using fundamental and technical analysis, emphasizing a financial planning membership that provides clients with ongoing access and engagement opportunities.

Charles Allison is a CFP® professional with 23 years of industry experience, currently serving as an advisor at M. E. Allison & Co., Inc. He has worked at Sol Schwartz & Associates and M. E. Allison & Co., Inc. since 2005. Outside of his advisory role, he is a certified public accountant preparing tax returns and serves as a board member of Sol Schwartz & Associates, P.C., a non-investment related business. M. E. Allison & Co., Inc. serves individuals, trusts and estates, bank trust departments, corporations, and retirement plans, offering portfolio management, financial planning, and 401(k) consulting. The firm employs a range of investment strategies, including in-house models and third-party sub-advisers, and manages approximately $287 million in client assets with a team of ten advisors.

Christian Escamilla is a financial advisor with Broadway Wealth Solutions in San Antonio, TX, holding Series 63 and Series 65 licenses and 22 years of industry experience. He has worked at Broadway Bank since 2020, serving as EVP of Wealth Management and Private Bank Integration Executive, and has prior experience with Bank of America U.S. Trust and BBVA. Broadway Wealth Solutions offers discretionary and non-discretionary investment management and integrated financial planning to individuals, trusts, estates, charitable organizations, and businesses. The firm utilizes a strategic asset allocation approach supported by its affiliated Investment Management Group and provides specialized services such as direct indexing and rollover guidance.

Michael Petter is an Investment Advisor Representative with WESTPARK WEALTH Advisors, Inc. based in San Antonio, TX. He holds the ChFC® designation along with Series 63 and 65 licenses and has 25 years of industry experience. His prior work includes roles at Calton & Associates and IMS Financial Advisors, and he also manages a 600-acre ranch in addition to operating a financial planning practice. Westpark Wealth Advisors provides investment advisory and financial planning services to individuals, trusts, estates, and business entities. The firm employs a variety of investment strategies tailored to client objectives and risk tolerance, offering portfolio management through wrap-fee programs, third-party managers, and standalone financial planning.

Thomas Wright is a financial advisor at Broadway Wealth Solutions in San Antonio, TX, with 10 years of industry experience and Series 63 and Series 65 licenses. He previously worked at USAA Financial Advisors, Inc. and USAA Investment Management Company. Wright is involved with the Financial Planning Association of San Antonio, serving in leadership roles including President-Elect. Broadway Wealth Solutions offers discretionary and non-discretionary investment management and integrated financial planning services to individuals, retirement investors, trusts, estates, charitable organizations, and businesses. The firm employs a strategic asset allocation approach with tactical adjustments and manages customized portfolios, including specialized strategies like direct indexing.

Harry Parker is a CFA® charterholder with 19 years of industry experience. He has worked at M.E. Allison & Co., Inc. since 2022 and previously spent over three decades at Frost Bank and its affiliated brokerage services. Parker serves as treasurer for the Parker Foundation, a small family foundation, and is a co-owner of Old Meadow Gate Farm in Fredericksburg, Texas. M.E. Allison & Co., Inc. serves individuals, trusts and estates, bank trust departments, corporations, and retirement plans with portfolio management, financial planning, and 401(k) consulting. The firm employs a combination of in-house and third-party strategies and conducts regular account reviews using technical, charting, and fundamental analysis.

Rodolfo Choperena is a financial advisor with Sovereign Wealth Advisors LLC in San Antonio, TX, holding Series 63 and Series 65 licenses with 34 years of industry experience. His prior work includes roles at Morgan Stanley Smith Barney and Morgan Stanley Private Bank from 2009 to 2023, and he has been with LPL Financial since 2023. Sovereign Wealth Advisors LLC provides investment advisory and financial planning services to individuals, trusts, retirement plans, and other entities. The firm manages diversified portfolios using a combination of analytical methods and offers comprehensive portfolio management, financial planning, and retirement consulting, serving clients through both direct management and sponsored programs.

Debra Wilkens is a CFA® charterholder with six years of industry experience, currently serving as a financial advisor at Private Wealth Asset Management since 2021. She previously worked at Wells Fargo Bank, NA for 13 years and Wells Fargo Clearing Services, LLC for one year. Private Wealth Asset Management provides advisory services to individuals, family offices, trusts, philanthropic organizations, business entities, and retirement plans. The firm manages approximately $1.85 billion in discretionary assets and employs a strategic asset allocation approach supplemented by tactical adjustments based on a range of analytical methods.

Esmond Pabilona is a CFP® with 12 years of industry experience, currently serving as an advisor at Wela Financial Advisory. His prior roles include positions at Purshe Kaplan Sterling Investments, Mercer Global Advisors Inc., and Axa Advisors, LLC. He is also an associate planner and research assistant at Brent Forrest & Associates, LLC. 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 combines fundamental and technical analysis to guide strategic asset allocation, employs a multi-fund-manager approach, and offers a financial planning membership that provides clients ongoing access and engagement.