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.

Lindsey Tablizo is a ChFC® credentialed financial advisor at Avid Wealth Partners, LLC with six years of industry experience. She has previously worked at GWM Advisors, LLC, Northwestern Mutual Investment Services, LLC, and Eric Kala. Avid Wealth Partners provides comprehensive financial planning, consulting, and investment management services to individuals, trusts, estates, charitable organizations, corporations, and pension/profit-sharing plans. The firm employs a goal-oriented wealth planning approach emphasizing tax efficiency, downside protection, and diversified asset allocation, utilizing third-party managers and specialized strategies including pooled vehicles and private funds.

Steven Bankler is a financial advisor with Financial Transparency and holds the PFS™ designation and Series 66 license. He has 25 years of industry experience and a long career that includes roles at Envision Financial Transparency, LLC, Enlighten Finance LLC, and Cssc Brokerage Services, Inc., among others. He is also a certified public accountant with decades of experience and serves as the US Region’s International Representative for the International Association of CPA Firms. Financial Transparency provides ongoing investment advisory and financial planning services to individuals, families, retirement plans, businesses, and other organizations through a network of independent advisory representatives. The firm employs an investment approach grounded in Modern Portfolio Theory and the Efficient Market Hypothesis, offering both passive and active management across multiple program options tailored to client needs.

Victor Joffe is a financial advisor with Monex Asset Management, Inc. in San Antonio, TX, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has been with Monex Asset Management since 2015 and also worked at Monex Securities, Inc. during overlapping periods. Monex Asset Management provides discretionary and non-discretionary investment advisory and consulting services to individuals, high-net-worth clients, corporations, trusts, estates, and charitable organizations. The firm uses a combination of fundamental, technical, and charting analysis to implement a range of investment strategies across various asset classes and supports both domestic and international clients.

Antun Domit III is a financial advisor at Alterna Wealth Management, Inc. with 12 years of industry experience. He holds the Series 66 designation and has worked at Actinver Wealth Management, Inc. and Actinver Securities, 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 and a combination of quantitative analysis, technical methods, and an in-house trading desk.

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.

Michael Lampe is a financial advisor at Financial Life Advisors in San Antonio, TX, holding a Series 65 designation with one year of industry experience. He previously worked for AllianceBernstein from 2003 to 2024. Financial Life Advisors is a team of seven advisors managing approximately $366 million in client assets, offering comprehensive financial planning, consulting, and investment management to individuals, high-net-worth clients, and institutional entities. The firm utilizes fundamental, technical, and cyclical analysis to tailor portfolios, serving clients primarily on a discretionary basis with periodic account reviews.

Stephanie Harris is a Certified Financial Planner® with 24 years of industry experience. She is a principal of S Harris Financial Group, LLC in San Antonio, Texas, where she has worked since 2010. Prior to her current role, Harris was affiliated with Raymond James Financial Services for over two decades. Outside of her advisory duties, she is involved in managing several private ventures, including Harris Blessings LLC and Just Piddlin' LLC. S Harris Financial Group is an SEC-registered advisory firm serving individual and high-net-worth clients as well as retirement plans. The firm offers discretionary investment management, comprehensive wealth management, financial planning, retirement plan advisory, and insurance consulting, combining fundamental and technical analysis with a primarily long-term investment approach.

Terry Langston is a financial advisor with Hill Country Group in Boerne, TX, holding a Series 65 designation and 14 years of industry experience. Prior to joining Hill Country Group in 2021, he worked at Covenant Multifamily Offices and Eggerss Capital Management. Outside of his advisory role, he is the owner and designer of Comfort Pizza LLC, a restaurant business, and serves as Director of National Accounts for Tifco, a distributor of maintenance, repair, and operations supplies. Hill Country Group provides investment advisory and financial planning services to individuals, high-net-worth clients, corporations, and other business entities. The firm employs a combination of fundamental and technical analysis along with modern portfolio theory to tailor portfolios to client investment policies, offering both discretionary and non-discretionary management.

Abraham Williams is a financial advisor at Hill Country Group in Boerne, TX, holding a Series 65 designation. He has professional experience with several firms, including Oak Hill Advisors, Varagon Capital Partners, and BNY, spanning from 2015 through the present. Hill Country Group provides investment advisory and financial planning services to individuals, high-net-worth clients, corporations, and other business entities. The firm employs a combination of fundamental and technical analysis with modern portfolio theory and long-term strategies, tailoring portfolios to client Investment Policy Statements and conducting at least semi-annual reviews.

Oscar Flores is a financial advisor with Monex Asset Management, Inc. in San Antonio, TX, holding Series 63 and Series 65 licenses and bringing 47 years of industry experience. He has been with Monex since 2015. Monex Asset Management provides discretionary and non-discretionary investment advisory and consulting services to a diverse client base, including individuals, high-net-worth clients, corporations, trusts, estates, and charitable organizations. The firm employs a combination of fundamental, technical, and charting analysis to implement a range of investment strategies from long-term holdings to short-term trading and option writing.

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.

Daniel Reinke is a CFP® and ChFC® affiliated with Avid Wealth Partners, LLC in San Antonio, Texas. He has five years of industry experience, including roles at Northwestern Mutual Investment Services LLC and other firms prior to joining Avid Wealth Partners in 2020. Reinke is also a licensed insurance agent involved with Avid Risk Management. Avid Wealth Partners provides financial planning, consulting, and investment management services to individuals, trusts, estates, charitable organizations, corporations, and pension/profit-sharing plans. The firm emphasizes a goal-oriented wealth planning approach focusing on tax efficiency, downside protection, and diversified asset allocation, often utilizing third-party managers and private funds to implement specialized strategies.

Bryce Christopher is a financial advisor at Reliance Wealth Management in San Antonio, TX, holding Series 63 and Series 66 licenses with six years of industry experience. His prior roles include positions at J.P. Morgan Securities LLC, Wells Fargo Bank, and USAA. Outside of his advisory work, he is involved in freelance computer repair and works part-time in waste services. Reliance Wealth Management serves individuals, foundations, trusts, estates, corporations, and charitable organizations with discretionary investment management and financial planning. The firm uses a top-down, macro-environmental investment approach emphasizing tactical asset allocation and employs a variety of investment vehicles including mutual funds, ETFs, and alternative investments.

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.

Gary Harris is a financial advisor with S Harris Financial Group, LLC, holding a Series 66 designation and 12 years of industry experience. He has worked at Raymond James Financial Services Advisors, Inc., and Raymond James Financial Services, Inc. prior to his current role. Outside of financial advising, he is involved in several business ventures including managing member roles in asset holding companies and business consulting. S Harris Financial Group serves individual and high-net-worth clients as well as retirement plans, offering discretionary investment management, comprehensive wealth management, and retirement plan advisory services. The firm employs a long-term investment approach with a blend of fundamental and technical analysis and provides specialized services such as Certified Divorce Financial Analysis and mediation support.

Michael De Guzman is affiliated with Teamwork Financial Advisors, LLC as a Series 65-licensed advisor. He has been with Teamwork Financial Advisors since 2026 and has 14 years of experience running his own law practice, Michael de Guzman Law PLLC. Teamwork Financial Advisors is a team-based registered investment adviser serving individuals, high-net-worth clients, and institutional accounts. The firm employs a model-based, core-and-satellite investment approach utilizing ETFs, individual equities, and U.S. Treasuries, and is formally affiliated with accounting and law firms to coordinate tax and legal matters alongside investment advice.