Ann Barham is a Series 66-licensed advisor at Titleist Asset Management, LLC with five years of industry experience. She previously worked at Edward Jones and has a background spanning multiple roles since 2009. Titleist Asset Management, LLC offers investment advice to individuals, trusts, estates, charitable organizations, and corporate retirement plans. The firm employs a rules-based Total Return framework with customized portfolio strategies and provides discretionary management, financial planning, retirement plan consulting, and tax and accounting services through an affiliate.

Vincent Zinsmeyer is a financial advisor with Alera Investment Advisors, LLC in San Antonio, TX, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His career includes roles at OSAIC, Triad Advisors, Global Retirement Partners, and LPL Financial. He is also a partner at Amcorp Insurance & Financial Services, where he has been involved with employee benefits for over 40 years. Alera Investment Advisors provides investment management, financial planning, and retirement-plan advisory services to individuals, families, businesses, and institutions. The firm’s investment approach is primarily long-term and fundamental-analysis driven, with ongoing portfolio monitoring and integration with insurance and pension-consulting platforms.

Kevin Gerbers is a financial advisor with Gradient Advisors, LLC in San Antonio, TX, holding a Series 65 license and nine years of industry experience. He has worked at Gradient Advisors since 2022 and also serves as president and presenter for the American Financial Education Alliance, where he conducts financial education classes. Gerbers is additionally involved with Pinnacle Strategic Wealth, Inc. in a leadership role focused on advisory and insurance services. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to individuals, retirement plans, trusts, charitable organizations, and businesses. The firm primarily operates through a network of Investment Advisor Representatives and third-party money managers, emphasizing a largely non-discretionary, client-approved approach to portfolio management and applying multiple analytical methods to guide investment decisions.

Ryan Elkins is a CFP® with 20 years of industry experience, currently serving as a financial advisor at Avior Wealth Management, LLC since 2021. His prior experience includes roles at Nelson, Van Denburg & Campbell Wealth Management Group LLC and USAA in various financial planning and advisory capacities. Avior Wealth Management is an SEC-registered enterprise adviser managing over $5 billion in client assets through approximately 120 professionals. The firm serves individuals, pension and retirement plans, charitable and corporate entities, and banking institutions, employing a fundamentally driven investment process with both long- and short-term strategies.

Srdjan Blum is a Certified Financial Planner (CFP®) with 23 years of industry experience. He currently works at Titleist Asset Management, LLC and has previously been associated with Titleist Capital, LLC, Investment Professionals, Inc., and Ameriprise. Blum also operates Blum and White Wealth Management, LLC. Titleist Asset Management, LLC provides investment advice to individuals, trusts, estates, charitable organizations, and corporate retirement plans. The firm offers discretionary portfolio management and financial planning services, using a rules-based Total Return framework and customized portfolios overseen by an investment committee.

Russell King is a financial advisor at Titleist Asset Management, LLC with 23 years of industry experience. He holds a Series 66 designation and has worked at firms including Morgan Stanley DW Inc. and A. G. Edwards & Sons, Inc. outside of his advisory role, he is a minority owner of a restaurant, The League Kitchen & Tavern, in Austin, Texas. Titleist Asset Management, LLC provides investment advice to individuals, trusts, estates, charitable organizations, and corporate retirement plans. The firm offers customized portfolio management and financial planning services using a rules-based Total Return framework and maintains several affiliated broker-dealer and tax service relationships.

Jeremy Sakulenzki is a financial advisor at St. Bernard Financial Services, Inc. with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has been with St. Bernard since 2016. Outside of his advisory role, he is involved with Creative Benefit Administrators, a third-party administrator specializing in billing, FSA, and COBRA services. St. Bernard Financial Services serves individuals, families, trusts, estates, and small businesses with portfolio management and investment implementation across mutual funds, annuities, and life insurance. The firm follows a long-term, conservative growth approach using tactical asset allocation informed by Modern Portfolio Theory and academic research, and generally manages client assets on a non-discretionary basis.

Rachel Whitwell is a financial advisor with Titleist Asset Management, LLC in San Antonio, TX, holding a Series 66 designation and bringing 16 years of industry experience. Her career includes roles at Bank of America, Merrill, Wells Fargo Clearing, and J.P. Morgan Securities. Titleist Asset Management serves individuals, trusts, estates, charitable organizations, and corporate retirement plans with customized investment programs overseen by an investment committee, employing a rules-based Total Return framework and offering discretionary portfolio management, financial planning, and retirement plan consulting services.

James Jurica is a financial advisor at Wealth Watch Advisors, Inc. He holds the CFP® and ChFC® designations, along with a Series 63 license, and has 10 years of industry experience. His prior roles include positions with New York Life and related entities. Mr. Jurica also offers life insurance and annuity products as an independent contractor. Wealth Watch Advisors serves a diverse client base, including individuals, pension and profit-sharing plans, trusts, charitable organizations, corporations, financial institutions, and other registered investment advisers. The firm employs a multi-method investment approach using third-party model managers and offers a range of services such as portfolio management, financial planning, and consulting.

Katarina Partalas is a financial advisor at Titleist Asset Management, LLC with three years of industry experience. She holds a Series 66 designation and previously worked at Morgan Stanley. Outside of finance, she has experience with Alamo Area Aquatics Diving. Titleist Asset Management 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 a combination of proprietary and third-party model portfolios.

Russell Franques is a financial advisor at Titleist Asset Management, LLC with five years of industry experience. He holds the Series 65 designation and has previously worked at LEVEL FOUR ADVISORY SERVICES, LLC and Highpoint Wealth Advisors, LLC. Prior to his advisory roles, he spent five years at Texas A&M University - Corpus Christi. Titleist Asset Management, LLC provides investment advice to individuals, trusts, estates, charitable organizations, and corporate retirement plans. The firm offers customized investment programs overseen by an investment committee and employs a rules-based Total Return framework for portfolio management.

David Shields is a financial advisor with Wealth Watch Advisors, Inc in San Antonio, TX, holding a Series 65 designation and nine years of industry experience. He has worked with Wealth Watch Partners, Inc since 2019 and Wealth Watch Advisors, LLC since 2015, and previously spent 12 years at Wealthmark Advisors, Inc. In addition to advisory services, he is an independent insurance agent and owner at Wealth Watch Partners, Inc. Wealth Watch Advisors provides advisory services to a diverse client base, including individuals, pension plans, trusts, estates, charitable organizations, corporations, and other registered investment advisers. The firm employs a multi-method investment approach managed through third-party model managers and offers private placements to accredited investors.

Robert Johnson is a CFP® and PFS™ credentialed financial advisor with 27 years of industry experience. He has worked at Alamo Advisors, LP and RNJ Management, LLC since 2002 and previously was with Ernst & Young Investment Advisers LLP from 1999 to 2002. Alamo Advisors, LP serves high-net-worth individuals and charitable organizations by providing investment advisory services focused on selecting and monitoring unaffiliated third-party money managers. The firm manages approximately $3.9 billion across 231 clients, primarily on a non-discretionary basis, and emphasizes personalized investment policy development and ongoing manager oversight.

Michael Burbank is a financial advisor at Avior Wealth Management, LLC in San Antonio, TX, holding a Series 65 designation. He has 11 years of industry experience, including a decade at USAA before joining Avior Wealth Management in 2026. Avior Wealth Management serves a diverse client base that includes high-net-worth individuals, institutional clients, and financial institutions. The firm offers investment management, financial planning, pension consulting, and business consulting services, using a fundamental analysis approach and a combination of direct portfolio management and separately managed account models.

William Alford is a financial advisor at Titleist Asset Management, LLC with nine years of industry experience. He holds the Series 66 designation and has worked at firms including World Investment Advisors, Pensionmark Securities, Fidelity Investments, Alliance Bernstein, and JP Morgan Securities. Outside of advising, he operates Bill Alford Insurance Services, focusing on non-variable insurance and annuities. Titleist Asset Management provides investment advice to individuals, trusts, estates, charitable organizations, and corporate retirement plans. The firm uses a rules-based Total Return framework with customized portfolio strategies and offers discretionary management, financial planning, retirement plan consulting, and affiliated tax and accounting services.

Willis Fawcett IV is a financial advisor at Titleist Asset Management, LLC with nine years of industry experience. He holds Series 65 and Series 63 designations. Prior to joining Titleist Asset Management in 2023, Mr. Fawcett worked at Titleist Capital, LLC and MML Investors Services, and he was previously employed by Joe W. Fly Company. Outside of his advisory role, he is the owner of Vista Entera Consulting, LLC, providing consulting services. Titleist Asset Management advises individuals, high-net-worth clients, trusts, estates, charitable organizations, and corporate retirement plans. The firm offers customized investment programs following a rules-based Total Return framework and provides services such as discretionary portfolio management and retirement plan consulting.

Lawrence Conti Jr. is affiliated with Gradient Advisors, LLC and holds Series 63 and Series 65 designations. He has over two decades of experience in the industry, including roles at Conti & Conti LLC and Gallucci & Conti Insurance Services, Inc. since 2001. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to a diverse range of clients, including individuals, retirement plans, trusts, estates, charitable organizations, and corporations. The firm operates primarily through third-party money managers and investment advisor representatives, employing a largely non-discretionary model that incorporates fundamental, technical, and cyclical analysis.

Mark Hogan is a CFP® professional with 39 years of experience in the financial industry. He is currently with Snowden Capital Advisors LLC and previously worked at Wells Fargo Clearing, Morgan Stanley, and Citigroup Global Markets. Hogan serves on the board of a medical services company focused on DNA and gene splitting patents and holds leadership roles in several nonprofit organizations, including as Chairman of the Executive Board of the Southern Baptist of Texas Convention. 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, financial and estate planning, and uses customized model portfolios supplemented by third-party managers to meet client needs.

Emanuel Gonzalez is a CFP®-designated financial advisor at SageSpring Wealth Partners with 14 years of industry experience. His prior work includes roles at Raymond James Financial Services and Le-Vel. Gonzalez leads his own wealth management teams operating under Southwestern Investment Group. SageSpring Wealth Partners serves a diverse client base ranging from individual households to institutional and plan sponsors. The firm offers tailored investment management and consulting services, combining fundamental and technical analysis, and access to third-party managers and platform programs.

Nicholas Rodriguez is a CFP® professional with two years of industry experience, currently with Merit Financial Advisors in San Antonio, TX. His prior experience includes roles at Purshe Kaplan Sterling Investments, Commonwealth Financial Network, Global Wealth Advisors, and Freedom Family Office. Outside of financial advising, he operates a pressure washing business in San Antonio. Merit Financial Group is a multi-team SEC-registered advisory firm serving individual investors, employer-sponsored retirement plans, ESOPs, and other institutional clients. The firm employs a long-term, diversified asset allocation approach with centrally managed model portfolios and offers both discretionary and non-discretionary account arrangements.