Jeffrey Wright is a CFP® and ChFC® with 30 years of industry experience. He is currently with Teamwork Financial Advisors, LLC, joining the firm in 2023. His prior experience includes roles at MML Strategic Distributors, Mass Mutual, and Symetra in various capacities. Outside of his financial advisory work, he holds a minority ownership in an internet marketing firm. Teamwork Financial Advisors serves individual and high-net-worth investors, as well as retirement plans, trusts, estates, and business entities, providing asset management, financial planning, and referrals to third-party money managers. The firm employs a strategic asset-allocation approach with a core-and-satellite structure, integrating fundamental, technical, and cyclical analysis in portfolio management.

Laura Simpson is a CFP® with 17 years of industry experience, currently serving at PAX Financial Group since 2016. She previously worked at LPL Financial from 2014 to 2017. Outside of her advisory role, she is a board member of the Henderson County Rescue Mission, a nonprofit organization focused on providing spiritual and physical support to those in need. PAX Financial Group provides advisory services to individuals, high-net-worth clients, small businesses, and corporations, including portfolio management, retirement plan consulting, financial planning, and business exit planning. The firm employs a team-based investment approach overseen by an Investment Committee, utilizing traditional academic frameworks and values-based ETF selections to construct diversified portfolios.

Enzo Pellegrino is a CFP®-certified financial advisor with 24 years of industry experience, currently serving at TLWM Financial in San Antonio, TX. He has been with Texas Legacy Wealth Management since 2011 and has a longstanding affiliation with LPL Financial dating back to 2005. Outside of his advisory role, he is involved in managing Pellegrino Ranch, a non-investment business entity. TLWM Financial provides asset management, financial planning, and consulting services to individuals, trusts, estates, and business entities, including high-net-worth clients. The firm employs discretionary portfolio management using a range of investment vehicles and proprietary strategies, with an emphasis on continuous supervision and quarterly portfolio reviews.

Sandi Goldhamer is a financial advisor at Invicta Financial Group with five years of industry experience. She holds a Series 65 designation and previously worked at United States Border Patrol before joining BDT & Associates, Inc., doing business as Invicta Financial Group. In addition to her advisory role, she is a licensed insurance agent offering health and life insurance and serves as a trustee of a trust. Invicta Financial Group advises individuals, high-net-worth clients, and business entities primarily through financial planning and implementation services. The firm directs clients to third-party investment advisers for portfolio management and emphasizes client-specific planning with ongoing implementation support.

Preston Vaught is a financial advisor at TLWM Financial in San Antonio, TX, holding a Series 66 designation and bringing 11 years of industry experience. His prior work includes roles at S Harris Financial Group, Raymond James Financial Services, and Edward Jones. TLWM Financial offers discretionary asset management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, and business entities. The firm provides customized portfolios with ongoing supervision and employs both fundamental and technical analysis in its investment approach.

Stephanie Krueger is a financial advisor at Martin Capital Advisors, LLP with 17 years of industry experience. She holds Series 63 and Series 65 licenses and has been involved with the Christus Santa Rosa Friends Foundation since 2011. Martin Capital Advisors manages portfolios for high-net-worth individuals, trusts, estates, charitable organizations, and businesses, offering discretionary portfolio management combined with financial planning at no additional fee. The firm emphasizes long-term returns through asset allocation and uses both active and passive strategies, including options-based hedging in select portfolios.

Clay Rogers is a Series 65-licensed advisor with Teamwork Financial Advisors, LLC in San Antonio, TX, with four years of industry experience. He has been with Teamwork Financial Group and Teamwork Financial Advisors since 2018. Prior to his advisory career, he worked at Extreme Escape Live Action Games for two years. Teamwork Financial Advisors is a team-based registered investment adviser managing approximately $1.01 billion for about 2,480 clients. The firm offers asset management, portfolio management, and financial planning to individuals, high-net-worth clients, and institutional accounts, employing a primarily model-based, core-and-satellite investment approach.

Paul Figueroa is a financial advisor at Broadway Wealth Solutions with a Series 65 credential and three years of industry experience. Prior to joining Broadway Wealth Solutions in 2022, he worked at Broadway National Bank from 2019 to 2022, and has additional experience at Best Buy and Diamond Concession. Broadway Wealth Solutions offers discretionary and non-discretionary investment management and integrated financial planning to individuals, retirement investors, trusts, estates, charitable organizations, and businesses. The firm employs a strategic asset allocation approach with tactical adjustments, managing customized portfolios and providing specialized strategies such as direct indexing.

Robert Bowerman is a CFP® and holds a Series 66 license with 23 years of industry experience. He is currently with TLWM Financial in San Antonio, TX, where he has worked since 2016, following prior roles at LPL Financial and other firms. 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 both fundamental and technical analysis, and delivers advisory services through LPL-sponsored programs as well as written and subscription-based financial plans.

Dana Dunkelberger is a financial advisor with Reliance Wealth Management in San Antonio, TX, holding a Series 65 designation and five years of industry experience. Prior to joining Reliance Wealth Management in 2024, Dunkelberger worked at Coppell Advisory Solutions LLC, Visionary Wealth Management, LLC, and Gibbs Wealth Management, LLC. He is also the owner and lead sales agent for fixed-indexed annuity and indexed universal life insurance sales through Reliance Financial Partners. Reliance Wealth Management serves individuals, including high-net-worth clients, as well as foundations, trusts, estates, corporations, and charitable organizations, offering discretionary investment management and financial planning. The firm employs a top-down, macro-environmental investment approach focused on tactical asset allocation across a diverse range of investment vehicles.

Khristene Cano is a financial advisor at Broadway Wealth Solutions with 16 years of industry experience. She holds the Series 66 designation and has worked at firms including BBVA Wealth Solutions Inc., BBVA Securities Inc., Chase Investment Services Corp., and Wamu Investments, Inc. Since 2024, she has served as a board member of Avance, a nonprofit organization. Broadway Wealth Solutions provides discretionary and non-discretionary investment management and integrated financial planning to individuals, retirement investors, trusts, estates, charitable organizations, and businesses. The firm employs a strategic asset allocation approach with tactical adjustments and manages customized portfolios using a mix of mutual funds, individual securities, and cash positions.

Christian Escamilla is a financial advisor with Broadway Wealth Solutions in San Antonio, TX, holding Series 63 and Series 65 licenses and 22 years of industry experience. He has worked at Broadway Bank since 2020, serving as EVP of Wealth Management and Private Bank Integration Executive, and has prior experience with Bank of America U.S. Trust and BBVA. Broadway Wealth Solutions offers discretionary and non-discretionary investment management and integrated financial planning to individuals, trusts, estates, charitable organizations, and businesses. The firm utilizes a strategic asset allocation approach supported by its affiliated Investment Management Group and provides specialized services such as direct indexing and rollover guidance.

Joshua Kercheville is a CFP® professional with 14 years of industry experience. He is a founding member of Kercheville Advisors LLC, where he has worked since 2014, and previously operated at Kercheville & Company from 2008 to 2019. Outside of his advisory role, he spends some time managing a rental property. Kercheville Advisors provides discretionary and non-discretionary portfolio management, financial planning, and pension/retirement plan consulting to a diverse client base including individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm employs a stock-picking investment approach focused on individual equities for tax efficiency and alpha generation, supported by fundamental and technical analysis, internal due diligence, and ongoing portfolio monitoring.

Alicia Fuschak is a CFP® and ChFC® with 17 years of industry experience. She is currently with Avid Wealth Partners, LLC, where she has worked since 2022. Her prior roles include positions at NewEdge Advisors and Eric Kala. Outside of her advisory work, she is a licensed insurance agent supporting insurance placement as needed. Avid Wealth Partners provides financial planning, consulting, and investment management services to individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm emphasizes a goal-oriented, planning-driven investment process focused on low-cost asset allocation, downside protection, and tax minimization.

Thomas Wright is a financial advisor at Broadway Wealth Solutions in San Antonio, TX, with 10 years of industry experience and Series 63 and Series 65 licenses. He previously worked at USAA Financial Advisors, Inc. and USAA Investment Management Company. Wright is involved with the Financial Planning Association of San Antonio, serving in leadership roles including President-Elect. Broadway Wealth Solutions offers discretionary and non-discretionary investment management and integrated financial planning services to individuals, retirement investors, trusts, estates, charitable organizations, and businesses. The firm employs a strategic asset allocation approach with tactical adjustments and manages customized portfolios, including specialized strategies like direct indexing.

Jason Branch is a financial advisor at Avid Wealth Partners, LLC in San Antonio, TX, holding a Series 65 designation with one year of industry experience. Prior to joining Avid Wealth Partners in 2026, he served in the United States Air Force from 2015 to 2026. Avid Wealth Partners provides financial planning, consulting, and investment management services to individuals, trusts, estates, charitable organizations, corporations, and pension/profit-sharing plans. The firm emphasizes a goal-oriented wealth planning approach focused on tax efficiency, downside protection, and diversified asset allocation, utilizing third-party managers and sub-advisers for specialized strategies.

Eric Kala is a CFP® and ChFC® with 17 years of industry experience. He is currently with Avid Wealth Partners, LLC in San Antonio, Texas, where he has worked since 2022. Prior to this, he held roles at NewEdge Advisors, LLC and Northwestern Mutual across wealth management, investment management, and life insurance divisions. Outside of his advisory role, Kala owns and manages several related businesses including an insurance brokerage, a business consulting firm focused on exit planning, and private investment entities. Avid Wealth Partners provides financial planning, consulting, and investment management services to individuals, trusts, charitable organizations, and retirement plans. The firm employs a goal-oriented wealth planning approach emphasizing tax efficiency, downside protection, and diversified asset allocation, and offers access to specialized strategies including pooled vehicles and private funds.

Austin Miller is a Series 65-licensed financial advisor with Teamwork Financial Advisors, LLC, based in San Antonio, TX. He has one year of industry experience, including prior roles at Teamwork Financial and La Cantera Resort. Teamwork Financial Advisors serves individual and high-net-worth investors as well as retirement plans, trusts, estates, and business entities, offering asset management, financial planning, and referrals to third-party money managers. The firm employs a strategic asset-allocation approach with a core-and-satellite structure, combining fundamental, technical, and cyclical analysis to manage client portfolios.

Herbert Kraus is a financial advisor at Teamwork Financial Advisors, LLC with nine years of industry experience. He holds a Series 65 designation and has worked at Teamwork Financial Advisors since 2017. Kraus also operates Bert Kraus CPA, a separate accounting practice he has maintained since 2005. Teamwork Financial Advisors serves individual and high-net-worth investors, retirement plans, trusts, estates, and business entities, providing asset management, financial planning, and referrals to third-party money managers. The firm employs a strategic asset-allocation approach with a core-and-satellite structure, coordinating with outside advisors and affiliated legal and accounting entities.

Roger Stukkie is a CFP® and ChFC® with 17 years of experience in financial services. He has been with PAX Financial Group since 2020 and previously worked at firms including Champion Group, Inc., Pontem LLC, and Waddell & Reed, Inc. Stukkie serves as Board Member and Treasurer of Ransomed Life, a nonprofit focused on supporting exploited youth. PAX Financial Group provides advisory services to individuals, high-net-worth clients, small businesses, and corporations, offering portfolio management, retirement plan consulting, financial planning, and business exit planning. The firm employs a team-based investment approach guided by Modern Portfolio Theory and incorporates conservative, values-based ETF selections alongside traditional portfolio management strategies.