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®-certified financial advisor with 11 years of industry experience. He is currently with Financial Life Advisors, where he has worked since 2026, and has previously held roles at firms including YFP Planning, Origin Financial, and LPL Financial LLC. Melgoza holds Series 65 and Series 63 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 services to individuals, high-net-worth clients, and institutional entities, using a range of analysis techniques and discretionary portfolio management strategies.

Matthew Nerz is a CFA® charterholder and holds a Series 66 license with six years of industry experience. He is currently with Titleist Asset Management, LLC and has held roles at Titleist Capital, LLC, The XPO Partners, LLC, Park Avenue Securities, and Guardian Life Insurance Company. Outside of investment advisory, he serves as managing partner at The XPO Partners, LLC, an accounting and tax business. Titleist Asset Management provides investment management, financial planning, and retirement plan advisory services to individuals, trusts, estates, employee plans, charitable organizations, and businesses. The firm customizes portfolios based on client objectives and employs a Rules Based Investing Total Return System along with access to various asset classes and affiliated brokerage, insurance, and tax services.

Justin Wagner is a financial advisor with Titleist Asset Management, LLC in San Antonio, TX, holding Series 63 and Series 66 licenses and having nine years of industry experience. His prior roles include positions at Ameriprise Financial Services LLC, Oakmont Group, and Equitable Advisors. Outside of his advisory work, he owns a consulting business, Justin Wagner Inc. Titleist Asset Management provides investment management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, qualified employee plans, charitable organizations, and business entities. The firm customizes portfolios based on client objectives and employs a Rules Based Investing Total Return System alongside a range of allocation strategies and affiliated brokerage and insurance activities.

David Smidebush is a financial advisor at Titleist Asset Management, LLC with five years of industry experience. He holds the Series 65 designation and previously worked for Escort Radar / Cedar Electronics from 2009 to 2020. Titleist Asset Management provides investment management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, employee plans, charitable organizations, and businesses. The firm utilizes a Rules Based Investing Total Return System and offers a range of customized portfolio strategies 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 50 years of industry experience. He has been with Cary Street Partners since 2013. Outside of his advisory work, he is involved in operating a day care center, owns a restaurant and casino business, and provides consulting services for church capital campaigns. Cary Street Partners offers wealth management and advisory services to a diverse client base, utilizing both third-party and in-house resources across various investment strategies, including traditional and opportunistic approaches.

Christopher Mc Neil is an Investment Advisor Representative at Maridea Wealth Management with nine years of industry experience. He holds a Series 66 designation and has worked at firms including VitalStone Financial, Private Client Services, and MML Investors Services. Outside of his advisory role, he is 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, offering discretionary investment management, financial planning, and business-oriented services such as outsourced CFO support. The firm emphasizes personalized, long-term portfolio construction using fundamental analysis and modern portfolio theory, typically employing diversified mutual funds and ETFs while allowing other investment types as appropriate.

Justin Brady is a financial advisor at Titleist Asset Management, LLC with 22 years of industry experience. Prior to joining Titleist in 2024, he worked at Edward Jones for 20 years. He operates under the name Brady Wealth Management, LLC as part of his business activities. Titleist Asset Management offers investment management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, qualified employee plans, charitable organizations, and business entities. The firm uses a Rules Based Investing Total Return System and provides access to a wide range of allocation strategies, integrating tax and accounting services through affiliated providers.

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 at Titleist Asset Management, LLC with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Titleist Capital, LLC and Wells Fargo Clearing, among other firms. Outside of his advisory work, he has part ownership in an agricultural business, Promised Land Farm, where he manages contracts and crop proceeds. Titleist Asset Management provides investment management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, qualified employee plans, charitable organizations, and business entities. The firm customizes portfolios based on client objectives and employs a Rules Based Investing Total Return System with various allocation strategies.

Keary Castleberry is a financial advisor at Snowden Capital Advisors LLC with 32 years of industry experience. He holds a Series 63 designation and has worked at Snowden Lane Partners since 2018, with previous roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Snowden Capital Advisors serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and institutional clients, offering portfolio management, investment consulting, and financial planning. The firm combines multi-team scale with institutional capabilities, utilizing customized model portfolios and third-party managers while serving a broad client base including governmental and ERISA clients.

Berry Burkhart is a financial advisor at Wealth Watch Advisors, Inc with eight years of industry experience. He holds a Series 65 designation and has worked at Wealth Watch Advisors since 2019. Burkhart is also president and owner of Burkhart, Peterson & Company, PLLC, a tax preparation and accounting firm. Wealth Watch Advisors serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other registered investment advisers. The firm employs a combination of quantitative, qualitative, and technical investment strategies and offers both discretionary and non-discretionary portfolio management, with a focus on approved third-party model managers.

Andrew Brawley III is a financial advisor at Titleist Asset Management, LLC with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Raymond James Financial and Rademacher Financial Inc. Outside of his advisory role, he owns Frozy's Shaved Ice, LLC and teaches a discipleship class for middle school students at Veritas Academy. He also serves on the finance committee of Bannockburn Church. Titleist Asset Management provides investment management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, qualified employee plans, charitable organizations, and businesses. The firm employs a Rules Based Investing Total Return System and offers a range of allocation strategies tailored to client objectives.

Andrew Ullmann is a financial advisor with ON Investment Management CO, holding a ChFC® designation and Series 63 and 65 licenses, with 42 years of industry experience. He has held roles at The O.N. Equity Sales Company, Ohio National Financial Services, Mass Mutual Life Insurance, and Guardian Life Insurance Company. Outside of his advisory work, he owns Concord Financial Services, where he provides life and health insurance products and serves as a lecturer for CPA continuing education. ON Investment Management CO is a multi-team SEC-registered investment adviser serving individuals, families, trusts, estates, charitable organizations, businesses, and ERISA plan sponsors. The firm offers comprehensive financial planning, portfolio management, and retirement-plan advisory services through a combination of discretionary and non-discretionary programs and maintains a dual-registration model involving ongoing broker-dealer activity.

Joshua Hogan is a financial advisor at Snowden Capital Advisors LLC with 10 years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Clearing and Wells Fargo Advisors. Hogan has been with Snowden Lane Partners since 2018. Snowden Capital Advisors LLC serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and other institutional clients. The firm offers discretionary and non-discretionary portfolio management, investment consulting, and financial and estate planning, utilizing customized model portfolios and third-party managers while maintaining overall client oversight.