Simon Thompson is a CFA® charterholder with 18 years of experience in the financial industry. He has been with Texas Legacy Wealth Management since 2011 and is also associated with LPL Financial. Thompson holds Series 63 and Series 65 licenses. TLWM Financial provides asset management, financial planning, and consulting services to individuals, trusts, estates, and business entities. The firm offers discretionary portfolio management and utilizes a range of investment strategies, including individual securities and proprietary models, with a focus on continuous portfolio supervision and regular reviews.

Christopher Dewlen is a financial advisor at SWBC Investment Company with 30 years of industry experience. He holds Series 63 and Series 65 designations. Prior to joining SWBC in 2025, he worked for Advisors Asset Management, Inc. for over two decades. 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, and private investment fund management, utilizing internal portfolio teams and a network of sub-advisers.

Michael Whyte is a Series 65-licensed financial advisor with Targeted Wealth Solutions in Schertz, TX, where he has worked since 2021. He has four years of industry experience and also works as a commercial pilot for Delta Airlines, a role he has held since 2015. Targeted Wealth Solutions serves individual and high-net-worth clients, as well as retirement plans, foundations, and charitable organizations. The firm employs a Modern Portfolio Theory framework enhanced by economic analysis and quantitative models, offering diversified portfolios primarily through ETFs and active option strategies for downside risk management.

Anders Storvik is a financial advisor at Wela Financial Advisory with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Brent Forrest & Associates LLC since 2016. Outside of advising, he is a partner in a real estate operating company that manages the building housing his firm. 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, emphasizing tax efficiency and ongoing client engagement through a financial planning membership program.

Nicole Lopez is a financial advisor at Broadway Wealth Solutions in San Antonio, TX, holding a Series 65 designation with four years of industry experience. Her prior roles include positions at Imperium Wealth Management and Chase, as well as work in the education and promotions sectors. Broadway Wealth Solutions serves individual and retirement investors, including high-net-worth clients, offering 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 connections to a trust company and Broadway National Bank.

Brianna Black is a CFP® with seven years of industry experience, currently serving as a financial advisor at Boldin Advisors. Her prior roles include positions at WealthPoint Advisors, Financial Life Advisors, Saltbox Financial, and Alamo Financial Advisors. Boldin Advisors provides financial planning and consulting services to individuals, high net worth clients, trusts, estates, and small businesses. The firm uses Modern Portfolio Theory to develop diversified portfolios with low-cost index funds and ETFs, emphasizing a long-term, buy-and-hold investment approach without discretionary account management.

Daniel Reller is a financial advisor with PAX Financial Group in San Antonio, TX. He holds Series 65 and Series 63 licenses and has three years of industry experience. Prior to joining PAX Financial Group in 2026, he worked at Northwestern Mutual Investment Services LLC and Suarez Financial Planning Group, among other firms. PAX Financial Group serves individuals, high-net-worth clients, small businesses, corporations, and their retirement plans. The firm uses a team-based investment approach grounded in Modern Portfolio Theory and the Efficient Market Hypothesis, offering diversified portfolios with values-based ETF options and strategies such as covered-call writing.

Alexis Ferris is a financial advisor at TLWM Financial in San Antonio, TX, holding Series 65 and Series 63 licenses with one year of industry experience. Prior to joining TLWM Financial and LPL Financial, Alexis worked in various roles including at Premier Plastic Surgery and Bebek Family. TLWM Financial provides discretionary asset management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, and business entities. The firm offers tailored portfolios with continuous supervision, employing fundamental and technical analysis, and delivers advisory services through LPL-sponsored programs and ongoing subscription planning.

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.

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.

Mandi Moynihan is a CFP® and holds a Series 66 license, with eight years of industry experience. She currently works at Astoria Strategic Wealth, Inc., where she has been since 2025, and previously worked at USAA Educational Foundation for seven years. Moynihan also has prior experience with Astoria Strategic Wealth, Inc. under its former name, Pauley Financial. Astoria Strategic Wealth provides financial planning and investment management primarily for individuals and high-net-worth clients, as well as charitable organizations and private businesses. The firm employs a diversified, long-term investment approach and offers tiered service levels that include tax-aware planning and estate-document review.

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.

Caleb Bronnenberg is a Series 65-licensed financial advisor with Sather Financial Group, Inc., based in New Braunfels, TX. He has five years of industry experience and has been with Sather Financial Group since 2016. Prior to that, he held roles at Huntsman Corporation and Camden Property Trust. Sather Financial Group, Inc. is a fee-only registered investment adviser managing approximately $2.26 billion in discretionary assets for individuals, high-net-worth families, retirement plans, collective investment trusts, and charitable organizations. The firm uses a value-oriented investment approach influenced by Warren Buffett, relying on fundamental research and a team review process.

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.

David Tawil is a financial advisor at Private Wealth Asset Management with three years of industry experience. He holds a Series 65 designation and previously worked at Wells Fargo Bank, NA for 21 years. Private Wealth Asset Management serves a diverse client base including individuals, family offices, trusts, and nonprofit organizations, managing approximately $1.85 billion in discretionary assets. The firm employs a strategic asset allocation approach supported by quantitative and fundamental analysis, and offers specialized services such as oil and gas holdings management and business transition planning.

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.

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.