Russell Stehling is a financial advisor at Avid Wealth Partners, LLC with 22 years of industry experience. He holds the ChFC® and Series 63 designations and previously worked at Northwestern Mutual and New Edge Advisors. Stehling is also involved with Avid Risk Management, providing insurance and financial planning services as a licensed insurance agent. Avid Wealth Partners offers financial planning, consulting, and investment management to a range of clients including individuals, trusts, and charitable organizations. The firm employs a goal-oriented wealth planning approach that incorporates tax efficiency, downside protection, and diversified asset allocation, often utilizing third-party managers and specialized investment vehicles.

Joe Rust is a financial advisor at Davidson Capital Management, Inc. in San Antonio, TX, with 29 years of industry experience. He has held positions at Davidson Capital Management since 2017 and previously worked at Dominion Investor Services, Inc. from 2007 to 2017. Outside of his advisory role, Rust is vice president and part owner of Alamo City Angels, LLC, a bartending and promotions business, and serves on the investment committee for St Andrews United Methodist Church’s brokerage and legacy funds in a volunteer capacity. Davidson Capital Management is a fee-only, SEC-registered investment adviser managing approximately $568 million for around 400 clients, including individuals, charitable organizations, corporations, and defined contribution plans. The firm employs a long-term, quality-oriented investment approach with discretionary portfolio management and offers 401(k) advisory services, focusing on high-net-worth and institutional clients.

Britton Ouellette is a financial advisor at Optivise Advisory Services LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Optivise since 2019. In addition to his advisory role, he is an insurance agent at DPO Insurance Agency, Inc. Optivise Advisory Services provides portfolio management and financial planning to individuals, retirement plans, trusts, charitable organizations, and other investment advisers. The firm utilizes both internally developed model portfolios and third-party sub-advisors, offering discretionary and non-discretionary solutions supported by technology and detailed reporting.

Sandra Justin is a financial advisor with PAX Financial Group in San Antonio, TX, holding a Series 65 license and six years of industry experience. Her prior roles include five years at Broadway Wealth Solutions and fifteen years at Broadway National Bank. She is also licensed in life and health insurance. 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 that utilizes traditional academic frameworks to build diversified, long-term portfolios with periodic rebalancing and incorporates conservative, Christian values–based ETF selections.

Joshua Hussong is a CFP® professional with 16 years of industry experience. He has worked at Charles Schwab and Charles Schwab Bank for 11 years before joining Financial Life Advisors in San Antonio, TX. Hussong holds Series 63 and Series 65 licenses. Financial Life Advisors is a seven-advisor team managing approximately $366 million in client assets. The firm offers comprehensive financial planning and investment management to individuals, high-net-worth clients, and institutional entities, using a combination of fundamental, technical, and cyclical analysis.

Kirk Francis is a Certified Financial Planner® with 48 years of industry experience, currently serving at Financial Life Advisors in San Antonio, TX. He has a diverse background that includes leadership roles with the Housing Authority of Bexar County and the City of Hill Country Village, where he serves as chairman and participates in governance and zoning commission activities. His prior financial services experience includes positions with United Planners' Financial Services of America and Cross Insurance (International) Group. Financial Life Advisors is a seven-advisor team managing approximately $366 million in client assets. The firm provides comprehensive financial planning, consulting, and investment management to individuals, high-net-worth clients, and institutional entities, using a range of analytical strategies tailored to client financial plans.

Joan Cleveland is a ChFC® credentialed financial advisor with 30 years of industry experience, currently with SWBC Investment Company since 2013. She serves as President and CEO of SWBC Life Insurance Company and holds leadership roles including Chairman of the Consumer Credit Industry Association and board memberships with the Texas Association of Life and Health Insurers and the American Bankers Insurance Association. Additionally, she is involved in community service as a governing board member of Make-A-Wish Central and South Texas. SWBC Investment Company provides investment advisory services to individuals, financial institutions, charities, and pooled investment vehicles. The firm employs internal portfolio teams and external sub-advisers to manage discretionary and non-discretionary accounts, and it is active in private fund management with a focus on value-add real estate investments.

Samuel Haager is a CFP®-designated financial advisor with three years of industry experience, currently with S Harris Financial Group, LLC in San Antonio, TX. He previously worked at Raymond James Financial Services Advisors, Inc. and Cantera Capital Partners. Outside of his advisory role, Haager is also licensed as an insurance agent. S Harris Financial Group is an SEC-registered advisory firm serving individual and high-net-worth clients, along with retirement plans. The firm combines long-term fundamental and technical investment analysis with specialized services such as Certified Divorce Financial Analysis and mediation support, managing approximately $404 million across six advisors.

Kimberly Nourie is a Certified Financial Planner® with 26 years of industry experience. She has been with Financial Life Advisors since 2017 and previously worked at Business Financial Group and Commonwealth Financial Network. Her background also includes over a decade with Shaklee. Financial Life Advisors is a seven-advisor team that provides comprehensive financial planning, consulting, and investment management to individuals, high-net-worth clients, and institutional entities. The firm manages approximately $366 million in client assets using a range of strategies informed by fundamental, technical, and cyclical analysis.

Benjamin Gurwitz is a CFP® certificant with 17 years of industry experience, currently serving at Financial Life Advisors LLC since 2008. He holds the Series 63 designation and is based in San Antonio, TX. Gurwitz is the Investment Committee Chair and a board member of the Jewish Federation of San Antonio, overseeing its endowment fund management. Financial Life Advisors is a seven-advisor team managing approximately $366 million in client assets, providing comprehensive financial planning and investment management to individuals, high-net-worth clients, and institutional entities. The firm employs a range of analytical strategies and serves clients primarily on a discretionary basis, offering customized portfolio solutions aligned with each client’s financial plan.

Benjamin Lopez is a financial advisor with Alterna Wealth Management, Inc. in San Antonio, TX. He holds Series 63 and Series 65 licenses and has 19 years of industry experience, including over a decade at Actinver Wealth Management, Inc. He is also involved as a managing member of KASA Investments, LLC and serves as secretary and director of Optima Equity Partners, Inc. Alterna Wealth Management provides investment advisory and portfolio management services to individuals, high-net-worth clients, trusts, estates, institutions, and charitable organizations, with a significant portion of its clients located outside the United States. The firm employs a disciplined, global approach to asset allocation and diversification, incorporating quantitative analysis, technical methods, and model-based strategies.

Christopher Elbrecht is a financial advisor at SWBC Investment Company in San Antonio, TX, holding a Series 66 designation with 17 years of industry experience. He has been with SWBC Investment Company and its affiliated entity, SWBC Investment Services LLC, since 2013. Outside of his advisory role, he serves as President and Board Member of the Walker Ranch Homeowners Association in San Antonio. SWBC Investment Company provides investment advisory services to individuals, institutions, charities, and pooled investment vehicles, utilizing internal portfolio teams and sub-advisers. The firm offers discretionary portfolio management, financial planning, and private fund management, including concentrated real estate investments and private placements.

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.

Ronald Zunker Jr. is a Series 66 licensed advisor with seven years of industry experience, currently working at PAX Financial Group since 2022. He previously worked at Equitable Advisors and Axa Advisors, and has experience as a self-employed professional and with Clean Air and Water, LLC. Outside of his advisory role, he participates in community organizations including the Rotary Club of Fair Oaks Ranch and serves as Treasurer on the Greater Boerne Chamber of Commerce executive committee as well as for the Kendall County Women's Shelter. PAX Financial Group serves individuals, high-net-worth clients, small businesses, and corporations with services including portfolio management, retirement plan consulting, and business exit planning. The firm uses a team-based investment approach guided by an Investment Committee that applies traditional academic frameworks and incorporates values-based ETF selections along with hedging and income strategies when appropriate.

Madison Moe 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, Madison worked at Texas Tech University and Clintsman Financial. Teamwork Financial Advisors serves individual and high-net-worth investors as well as retirement plans, trusts, estates, and business entities, providing ongoing asset management, written financial planning, and referrals to third-party money managers. The firm employs a strategic asset-allocation approach with a core-and-satellite structure, integrating fundamental, technical, and cyclical analysis to manage client portfolios.

Meghan Tapia is a financial advisor at PAX Financial Group with 10 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at AllianceBernstein and Renaissance Wealth Management Group of Texas. Outside of her financial advisory role, Tapia owns and operates Willow Tree Builders, a representation and marketing business. 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 guided by an Investment Committee, utilizing traditional academic frameworks and values-based ETF selections to build diversified, long-term portfolios.

Michael Olivarez is a financial advisor at Reliance Wealth Management in San Antonio, TX, holding a Series 65 designation with one year of industry experience. His prior work includes three years at Goodstein Wealth Management, LLC, and a recent transition to Reliance Financial Partners. Reliance Wealth Management serves individuals—including high-net-worth clients—as well as foundations, trusts, estates, corporations, and charitable organizations, providing discretionary investment management combined with integrated and stand-alone financial planning. The firm applies a top-down, macro-environmental investment approach emphasizing tactical asset allocation across a broad range of investment vehicles, including alternative and digital-currency-related products.

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.

Jacob Campbell is a CFP® with four years of industry experience, currently serving at PAX Financial Group. Before joining PAX Financial Group in 2022, he worked for eight years at Bluebonnet Chrysler Dodge. He is also a board member of the Animal Defense League. 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 guided by an Investment Committee and integrates traditional academic frameworks alongside values-based ETF selections and tailored strategies such as covered-call writing.