Alejandro Ireta is a CFP® with 14 years of industry experience and is currently an advisor at SWBC Investment Company in San Antonio, TX. He has worked at SWBC since 2020 and previously held roles at PAX Financial Group, LLC, and 360 Wealth Management. SWBC Investment Company provides investment advisory and financial planning services to individuals—including high-net-worth clients—as well as institutional clients. The firm manages approximately $256 million in discretionary assets and offers portfolio management, financial planning, and a wrap fee program through a team of 15 advisors.

Thomas Sherwood is a financial advisor with SWBC Investment Company in San Antonio, TX. He holds Series 63, 65, and 66 licenses and has 37 years of industry experience. Prior to joining SWBC in 2026, he worked for Advisors Asset Management, Inc. for 21 years. SWBC Investment Company provides investment advisory services to individuals, banking and thrift institutions, charities, and pooled investment vehicles. The firm employs a multi-team approach using internal portfolio teams and third-party managers, offering discretionary portfolio management, financial planning, and private fund management with a focus on value-add real estate investments and private placements.

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, with 10 years of industry experience. He holds the Series 66 designation and has worked at TLWM Financial and LPL Financial since 2018, following prior roles at S Harris Financial Group and Raymond James Financial Services from 2016 to 2018. TLWM Financial provides discretionary asset management, financial planning, and consulting services for individuals, high-net-worth clients, trusts, estates, and business entities. The firm offers customized portfolios employing a range of investment strategies and combines fundamental and technical analysis with ongoing supervision.

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® with 22 years of experience in the financial services industry. He is currently with TLWM Financial and has previously worked at LPL Financial, LLC. TLWM Financial provides asset management, financial planning, and consulting services to individuals, trusts, estates, and business entities. The firm offers discretionary portfolio management using a range of securities and proprietary strategies, emphasizing continuous supervision and regular portfolio reviews.

Khristene Cano is a financial advisor at Broadway Wealth Solutions with 15 years of industry experience. She holds the Series 66 designation and has worked at Broadway Wealth Solutions since 2018, following five years at BBVA Wealth Solutions Inc. and BBVA Securities Inc. Since 2024, she has served on the board of directors for the nonprofit organization Avance. 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 emphasizes strategic asset allocation with tactical adjustments and incorporates fundamental, technical, and cyclical analysis.

Rachel Gurinsky is a financial advisor at Wela Financial Advisory with six years of industry experience. She holds Series 66, Series 65, and Series 63 licenses and has worked at several firms, including JPMorgan Chase Bank and PURSHE KAPLAN STERLING INVESTMENTS. 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 to manage and rebalance portfolios with an emphasis on institutional manager selection beyond recent performance.

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 a financial advisor with WESTPARK WEALTH Advisors, Inc. in San Antonio, TX, holding the ChFC® designation and Series 63 and 65 licenses. He has 24 years of industry experience and has worked at Calton & Associates, IMS Financial Advisors, and IMS Securities. In addition to his advisory role, he manages a 600-acre ranch. Westpark Wealth Advisors provides investment advisory and financial planning services to individuals, trusts, estates, pension and profit-sharing plans, and business entities. The firm employs a variety of investment strategies and offers portfolio management through wrap-fee programs, third-party money managers, and standalone consulting engagements.

Thomas Wright is a financial advisor at Broadway Wealth Solutions with 9 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at USAA Financial Advisors, Inc., and USAA Investment Management Company. Wright is actively involved in the Financial Planning Association of San Antonio, where he serves as Director of Partnerships, Treasurer, and President-Elect. 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 specialized services such as direct indexing through affiliated sub-advisors.

Brett Walker is a financial advisor at SWBC Investment Company with 21 years of industry experience. He holds Series 63 and Series 66 credentials and has been with SWBC Investment Services since 2008. SWBC Investment Company provides investment advisory services to individuals, banking and thrift institutions, charities, and pooled investment vehicles. The firm offers discretionary portfolio management, financial planning, sub-advisory services, and manages private investment funds with a focus on value-add real estate and private placements.

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 11 years of experience in the financial industry. He is currently with Wela Financial Advisory in San Antonio, TX, and has previously worked at Purshe Kaplan Sterling Investments, Mercer Global Advisors Inc., and Axa Advisors, LLC. He also serves as 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, including group retirement plans. The firm offers discretionary portfolio management, financial planning memberships, and investment consulting, using a multi-fund-manager approach that emphasizes institutional managers selected for their people, processes, and research.

Gina Valorz is a financial advisor with Financial Transparency, holding the PFS™ designation and Series 66 license, and has 25 years of industry experience. She has worked at several firms, including Envision Financial Transparency, Enlighten Finance LLC, and CSSC Brokerage Services, with a longstanding role as managing partner at Steven Bankler, CPA, Ltd. Valorz is an active member of professional organizations such as the AICPA and the San Antonio Hispanic Chamber of Commerce. Financial Transparency provides investment advisory and financial planning services to individuals, families, retirement plans, businesses, and other organizations, using asset allocation strategies based on Modern Portfolio Theory and the Efficient Market Hypothesis. The firm offers multiple portfolio management programs, including customized accounts with options for municipal bonds, socially responsible investing, and tax-loss harvesting.

Paul Martin is a financial advisor with Martin Capital Advisors, LLP in San Antonio, TX, holding 26 years of industry experience. He has been with Martin Capital Advisors since 1989. Outside of his advisory role, he is a general partner in Transformative Technologies, LLC, focusing on investments in startup technologies. Martin Capital Advisors manages portfolios for high-net-worth individuals, trusts, estates, charitable organizations, and businesses, offering discretionary portfolio management along with financial planning at no additional fee. The firm emphasizes long-term returns driven primarily by asset allocation and employs both active and passive strategies, including options-based hedging in select portfolios.