Dean Willeford is a financial advisor with OFG Financial Services, Inc. in San Antonio, TX, holding Series 63 and Series 65 credentials and 18 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 is a multi-advisor SEC-registered investment adviser serving individual and corporate clients with approximately $271 million in assets under management across about 850 client relationships. The firm offers portfolio management using fundamental analysis, written financial planning, and limited consulting, operating on a non-discretionary basis and often facilitating relationships with third-party managers.

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 with 26 years of industry experience, currently serving at PAX Financial Group since 2019. His prior experience includes roles at USAA Investment Management Company, USAA Financial Advisors, LPL Financial, Merrill, and Valic Financial Advisors. Outside of his advisory work, he is a writer of fictional manuscripts, teaches CFP Ethics courses as a CFP Board Certified Instructor, volunteers with Team Rubicon disaster relief, and serves as Treasurer and Board Member of I Care San Antonio. PAX Financial Group provides advisory services to individuals, high-net-worth clients, and small businesses, offering portfolio management, retirement plan consulting, and business exit planning. The firm employs a team-based investment approach grounded in academic frameworks and incorporates values-based investing and income strategies.

David Alvarez is a CFP® certificant with 20 years of industry experience. He has worked at PAX Financial Group since 2019 and previously spent four years at Intercontinental Wealth Advisors. Alvarez serves as a board member for the SA Hope Center and the Blood and Tissue Center Foundation. 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 utilizing traditional academic frameworks combined with values-based ETF selections and offers portfolio management, retirement consulting, and business exit planning services.

Joshua Young is a CFA® charterholder with seven years of industry experience. He currently serves as an advisor at PAX Financial Group and has held prior roles at firms including WorthPointe, Constitution Wealth, The Republic Capital Management, Cambridge Square Capital, and Harvard Management Company. He is also a director of the Southwest Public Policy Institute, a nonprofit focused on public policy in the American Southwest. PAX Financial Group provides advisory services to individuals, high-net-worth clients, small businesses, corporations, and retirement plans. The firm employs a team-based investment approach using traditional academic frameworks and values-based ETF selections, offering diversified portfolio management alongside retirement plan consulting and business exit planning.

Meagan Niese is a CFP® professional with eight years of industry experience, currently serving as an advisor at Teamwork Financial Advisors, LLC. She has previously worked at The Vanguard Group and has held roles at Charles Schwab, Lee Financial Corporation, and Texas Tech University. Teamwork Financial Advisors is a team-based registered investment adviser managing approximately $1.01 billion for individuals, high-net-worth clients, and institutional accounts. The firm employs a model-based, core-and-satellite investment process, primarily utilizing ETFs, individual equities, and U.S. Treasuries, and distinguishes itself through formal affiliations with accounting and law firms.

Angel Melgoza is a CFP® professional with 11 years of industry experience, currently serving as an advisor at Financial Life Advisors. His prior roles include positions at YFP Planning, Origin Financial, Your Richest Life, LPL Financial LLC, Lone Star National Bank, and MyLife Financial, LLC. Financial Life Advisors is a seven-advisor team 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 employs a range of investment strategies based on fundamental, technical, and cyclical analysis and generally serves clients on a discretionary basis with periodic account reviews.

William Scorpio is a financial advisor at Diamond Client Group, LLC, holding a Series 65 designation. He has been with the firm since 2026 and is based in Fair Oaks Ranch, Texas. Prior to joining Diamond Client Group, he was retired from 2014 to 2026. Diamond Client Group provides advisory services to individual and high-net-worth clients as well as business entities, offering discretionary portfolio management, sub-advisor selection, alternative investment sourcing, and both project-based and ongoing financial planning. The firm’s investment approach combines fundamental analysis, modern portfolio theory, and technical analysis, typically favoring long-term strategies.

Matthew Nerz is a CFA® charterholder and holds a Series 66 license with seven years of industry experience. He currently works with Titleist Asset Management, LLC and Titleist Capital, LLC since 2026 and is also the managing partner of The XPO Partners, LLC, an accounting and tax firm. His career includes prior roles at Park Avenue Securities and Guardian Life Insurance Company. Titleist Asset Management, LLC provides investment advice to individuals, trusts, estates, charitable organizations, and corporate retirement plans. The firm offers customized investment programs managed through a rules-based Total Return framework and delivers services including discretionary portfolio management, financial planning, and retirement plan consulting.

Justin Wagner is a financial advisor at Titleist Asset Management, LLC in San Antonio, TX, with nine years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Ameriprise Financial Services LLC, Oakmont Group, Equitable Advisors, and Axa Advisors. Outside of his advisory work, Wagner owns a consulting business, Justin Wagner Inc. Titleist Asset Management provides investment advice to individuals, trusts, estates, charitable organizations, and corporate retirement plans. The firm offers customized investment programs using a rules-based Total Return framework and a range of portfolio allocation strategies, supported by an investment committee and affiliated tax and accounting services.

David Smidebush is a financial advisor at Titleist Asset Management, LLC with five years of industry experience. He holds a Series 65 designation. Prior to his current role, he worked at Escort Radar / Cedar Electronics for eleven years. Titleist Asset Management serves individuals, trusts, estates, charitable organizations, and corporate retirement plans, offering discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a rules-based Total Return framework and customizes investment programs by portfolio allocation strategy, overseen by an investment committee.

Theodore Burkhart is a financial advisor with Cary Street Partners in San Antonio, TX, holding a Series 63 designation and over 54 years of industry experience. His career includes roles at Cary Street Partners since 2013, Riverstone Wealth Management from 2009 to 2013, and UBS Financial Services from 2002 to 2009. Outside of advising, he owns and operates a daycare center and is involved in consulting for church capital campaigns. Cary Street Partners provides investment advisory and financial planning services to individuals, retirement plans, trusts, corporations, and institutional clients. The firm employs a broad range of investment options and proprietary strategies, serving various client types including state and municipal government entities and insurance companies.

Christopher Mc Neil is a financial advisor at Maridea Wealth Management with nine years of industry experience. He holds a Series 66 designation and has worked at firms including Private Client Services, VitalStone Financial, and Mass Mutual Investors Services. Outside of financial advising, he serves as a part-time physician with Greater San Antonio Emergency Physicians. Maridea Wealth Management serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, managing nearly $2 billion in assets through a 33-advisor team. The firm adopts a tax-aware investment approach utilizing low-cost mutual funds and ETFs, supplemented by AI tools under human oversight.

Justin Brady is a financial advisor with Titleist Asset Management, LLC, holding Series 63 and Series 66 credentials and bringing 22 years of industry experience. He spent 20 years at Edward Jones before joining Titleist Asset Management in 2024. Justin also operates under the name Brady Wealth Management, LLC. Titleist Asset Management provides investment advice to individuals, trusts, estates, charitable organizations, and corporate retirement plans, offering customized portfolio strategies within a rules-based Total Return framework. The firm combines discretionary portfolio management with financial planning, retirement plan consulting, and affiliated tax and accounting services.

John Rizzo is a CFP® professional with 18 years of experience currently serving at Alamo Advisors, LP since 2007. Prior to joining Alamo, he operated his own CPA firm, John J. Rizzo, Jr. CPA PC, for 26 years. Alamo Advisors, LP provides investment advisory services primarily to high-net-worth individuals and charitable organizations, focusing on manager selection and oversight while managing client assets on a non-discretionary basis. The firm emphasizes due diligence, customized portfolio solutions, and offers accounting and tax preparation services alongside its investment advisory work.

Karen Ginder is a financial advisor at B. Riley Wealth Advisors, Inc. with 22 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at National Securities Corp. Outside of her advisory role, she is involved in ranching and exotic game breeding through several business entities in Texas and New York. B. Riley Wealth Advisors, Inc. is an SEC-registered firm managing approximately $7.03 billion in client assets and serving around 16,821 clients. The firm provides a broad range of advisory services to individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans through multiple program structures and both proprietary and third-party investment models.

Kelly Lesnick is a financial advisor at First Heartland Consultants, Inc. with 12 years of industry experience. He holds the Series 66 designation and has been with First Heartland Capital Inc since 2016. Outside of his advisory role, he serves with the Wright-Paterson Officers "Spouses" Club (OSC). First Heartland Consultants provides investment advisory and financial planning services to individuals, businesses, and retirement plan participants. The firm offers personalized asset management, third-party asset management services, and a model-based self-directed brokerage account program, utilizing a combination of fundamental, technical, and cyclical analysis alongside strategic and tactical asset allocation.

William Coster is a financial advisor with Hilltop Securities Inc. in Boerne, TX, holding a Series 63 designation and having 36 years of industry experience. He has been with Hilltop Securities since 2009. Hilltop Securities Inc. provides brokerage, execution, clearing, custody, investment advisory, and retirement-plan consulting services to individuals, corporations, nonprofits, and institutional clients. The firm manages approximately $2.25 billion in assets and offers a range of portfolio management programs and retirement-plan fiduciary services through an open-architecture platform.

Scott Branson is a financial advisor with Titleist Asset Management, LLC, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. His career includes 27 years at Merrill and five years at Wells Fargo Clearing before joining Titleist Capital, LLC and Titleist Asset Management, LLC. Outside of his advisory role, he maintains a one-third ownership in Promised Land Farm in Arkansas, where he manages contractual arrangements and crop proceeds. Titleist Asset Management, LLC provides investment advice to individuals, trusts, estates, charitable organizations, and corporate retirement plans, offering customized portfolio management and financial planning services. The firm employs a rules-based Total Return framework with diversified strategies and oversight by an investment committee.

Keary Castleberry is a financial advisor with Snowden Capital Advisors LLC in San Antonio, TX, holding a Series 63 credential and 32 years of industry experience. His prior work includes roles at Snowden Lane Partners, Wells Fargo Clearing, and A. G. Edwards & Sons, Inc. Snowden Capital Advisors LLC serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and other institutional clients, offering portfolio management, investment consulting, financial and estate planning, and advisory programs. The firm combines multi-team scale with institutional capabilities and utilizes a range of investment tools and third-party managers while maintaining overall client oversight.