Jeffrey Dabbs is a CFA® charterholder with 17 years of industry experience. He has been with Kercheville Advisors LLC since 2013. Outside of his advisory role, he teaches as a professor at the University of Phoenix. Kercheville Advisors offers discretionary and non-discretionary portfolio management, financial planning, and pension/retirement plan consulting for individuals, trusts, estates, charitable organizations, and business entities. The firm employs an equity stock-picking approach focused on individual equities and integrates both fundamental and technical analysis with ongoing portfolio monitoring and flexible asset allocation.

Bryan Wing is a CFP® and Series 66-registered advisor with 20 years of industry experience. He has worked at PAX Financial Group since 2016, previously with 360 Wealth Management and LPL Financial. Bryan serves on the board of CASA Child Advocates San Antonio and works as an independent contractor training large language models in various AI labs. PAX Financial Group provides advisory services to individuals, high-net-worth clients, small businesses, and corporations. The firm uses a team-based investment approach guided by an Investment Committee, applying traditional academic models and values-based ETF selections to build diversified, long-term portfolios.

Joyce Briskin is a financial advisor with Dominion Portfolio Management, Inc. in San Antonio, TX, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. She has been with Dominion Portfolio Management since 2006 and previously worked at Dominion Investor Services, Inc. from 1995 to 2023. Outside of her advisory role, she serves as treasurer for the Bexar Audubon Society, a local nonprofit organization. Dominion Portfolio Management serves individual, high-net-worth, and business clients, offering fee-based portfolio management with strategies tailored to client goals, risk tolerance, and time horizons. The firm employs a mix of fundamental, technical, charting, and economic analysis across various asset classes and is affiliated with Calton & Associates, Inc. and PeakShares LLC.

Russell Thamm 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 in 2025, he worked at Rebel Financial and has experience in educational roles at Texas Tech University, Central Texas College, and Lake Travis High School. Teamwork Financial Advisors is a team-based registered investment adviser with 14 advisors managing approximately $1.01 billion for around 2,480 clients. The firm serves individuals, high-net-worth clients, and institutional accounts, employing a primarily model-based, core-and-satellite investment approach using ETFs, individual equities, and U.S. Treasuries.

Roberto Cano is a financial advisor at Alterna Wealth Management, Inc. with four years of industry experience. He holds a Series 66 designation and previously worked at Ernst & Young before joining Alterna Securities in 2022. 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.

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.

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.

Kevin Kustelski is a financial advisor at Reliance Wealth Management in San Antonio, TX, holding a Series 66 license with three years of industry experience. He previously worked at MML Investors Services LLC and Foundry. Outside of advisory, he is licensed as an insurance agent specializing in life, long-term care, fixed annuities, and health insurance. Reliance Wealth Management serves individuals, including high-net-worth clients, as well as foundations, trusts, estates, corporations, and charitable organizations. The firm offers discretionary investment management combined with integrated and stand-alone financial planning, employing a top-down, macro-environmental investment approach with tactical asset allocation across a broad range of securities and alternative investments.

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.

Lindsey Tablizo is a ChFC® credentialed financial advisor at Avid Wealth Partners, LLC with six years of industry experience. She has previously worked at GWM Advisors, LLC, Northwestern Mutual Investment Services, LLC, and Eric Kala. Avid Wealth Partners provides comprehensive financial planning, consulting, and investment management services to individuals, trusts, estates, charitable organizations, corporations, and pension/profit-sharing plans. The firm employs a goal-oriented wealth planning approach emphasizing tax efficiency, downside protection, and diversified asset allocation, utilizing third-party managers and specialized strategies including pooled vehicles and private funds.

Steven Bankler is a financial advisor with Financial Transparency and holds the PFS™ designation and Series 66 license. He has 25 years of industry experience and a long career that includes roles at Envision Financial Transparency, LLC, Enlighten Finance LLC, and Cssc Brokerage Services, Inc., among others. He is also a certified public accountant with decades of experience and serves as the US Region’s International Representative for the International Association of CPA Firms. Financial Transparency provides ongoing investment advisory and financial planning services to individuals, families, retirement plans, businesses, and other organizations through a network of independent advisory representatives. The firm employs an investment approach grounded in Modern Portfolio Theory and the Efficient Market Hypothesis, offering both passive and active management across multiple program options tailored to client needs.

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.

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.

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.