Kyle Hittle is a financial advisor at SWBC Investment Company with two years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at SWBC Professional Employer Organization and Club Ourense Baloncesto. SWBC Investment Company provides investment advisory and financial planning services to individuals, including high-net-worth clients, as well as institutional clients. The firm manages roughly $256 million in discretionary assets through a team of advisors and offers portfolio management, financial planning, and a wrap fee program.

Juan Chavez Jr. is a CFP® professional with nine years of industry experience, currently serving as a financial advisor at TLWM Financial in San Antonio, TX. His prior experience includes roles at LPL Financial, Charles Schwab, Merrill Lynch, Bank of America, USAA, and JPMorgan Securities. TLWM Financial provides asset management, financial planning, and consulting services to individuals, trusts, estates, and business entities, offering discretionary portfolio management and participation in multiple LPL Financial–sponsored programs. The firm constructs portfolios using a variety of investment vehicles and emphasizes continuous supervision with regular portfolio reviews.

Harlee Holcomb is a Series 65-licensed financial advisor at Broadway Wealth Solutions with two years of industry experience. Prior to joining Broadway Wealth Solutions, Holcomb worked at Broadway National Bank for four years. Broadway Wealth Solutions provides investment management and 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 offers specialized strategies such as direct indexing through an affiliated sub-advisor.

Christopher Phillips is a financial advisor at Martin Capital Advisors, LLP with eight years of industry experience. He holds a Series 65 designation and has been with Martin Capital Advisors since 2017. Additionally, he has been affiliated with Defense Acquisition University since 2015 and has maintained self-employment activities since 1988. Martin Capital Advisors serves high-net-worth individuals, trusts, estates, charitable organizations, and businesses by providing discretionary portfolio management and financial planning without additional fees. The firm emphasizes long-term returns primarily through asset allocation and offers both active and passive investment strategies, including options-based hedging within several portfolio types.

Ned Emmons is a financial advisor at M. E. Allison & Co., Inc. in San Antonio, TX, holding Series 63 and Series 65 licenses with 49 years of industry experience. He has been with M.E. Allison & Co., Inc. since 2015. Outside of his advisory work, he is involved in buying and selling AR-15 rifle parts at local gun shows. M.E. Allison & Co., Inc. serves individuals, trusts, corporations, and nonprofit organizations with portfolio management, financial planning, and 401(k) consulting. The firm combines manager selection with in-house portfolio models and offers both discretionary and non-discretionary services, operating as both a registered broker-dealer and SEC-registered investment adviser.

Michael Ryan Jr. is a financial advisor with Broadway Wealth Solutions in San Antonio, TX, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. His prior roles include positions at Redwood Credit Union, CUSO Financial Services, Bank of America, and Merrill. 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 offers specialized services such as direct indexing through a sub-advisor relationship with First Trust Advisors LP.

Cameron Knight is a CFP® and Series 66 certificant with four years of industry experience. He currently works at SWBC Investment Company and SWBC Investment Services, LLC, having previously been employed at Victory Capital Services, Inc. and Victory Capital Transfer Agency. Outside of finance, he has held positions at Uber and Domino's Pizza. SWBC Investment Company provides investment advisory and financial planning services to individuals, including high-net-worth clients, as well as institutional clients. The firm offers discretionary portfolio management utilizing internal managers, third-party sub-advisers, and model portfolios, and serves as adviser to registered mutual funds and private pooled investment vehicles.

Elissa Lococo is a financial advisor with TLWM Financial in San Antonio, TX, holding Series 63 and Series 65 licenses and possessing 15 years of industry experience. She has been with TLWM and LPL Financial since 2015. TLWM Financial provides asset management, financial planning, and consulting services to individuals, trusts, estates, and business entities. The firm offers discretionary portfolio management using a range of investment strategies and conducts regular portfolio reviews.

Hunter Darling is an investment advisor at SWBC Investment Company with a Series 66 designation and one year of industry experience. His prior roles include positions at Primerica Advisors and Primerica Financial Services. Before entering the financial sector, he worked in education at Trinity University, Saint Mary's Hall, and Boerne Middle School. SWBC Investment Company provides investment advisory services to individuals, banking institutions, charities, and pooled investment vehicles, offering portfolio management, financial planning, and private fund management. The firm uses a combination of internal teams and third-party managers to implement customized investment strategies, including discretionary and limited non-discretionary arrangements.

Thomas Coy is a financial advisor at Wela Financial Advisory with five years of industry experience and a Series 65 designation. His prior roles include positions at AllianceBernstein Investments, Victory Capital Management, and Brent Forrest & Associates. 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 utilizes a multi-fund-manager approach combining fundamental and technical analysis and offers a financial planning membership featuring ongoing client engagement and coordinated planning services.

Kyle Emmons is a financial advisor at M. E. Allison & Co., Inc. with seven years of industry experience. He holds a Series 66 designation and has a background that includes coaching the Vista Del Norte Swim Team and serving as a board member of the San Antonio Executive Association. M. E. Allison & Co., Inc. provides portfolio management, financial planning, and consulting services to individuals, trusts, corporations, and charitable organizations. The firm combines discretionary and non-discretionary strategies, utilizing both in-house models and third-party managers, while operating as a broker-dealer, municipal advisor, and SEC-registered investment adviser.

John Davidson is a financial advisor at Davidson Capital Management, Inc. with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Davidson Capital Management since 2005. Davidson Capital Management is a fee-only, SEC-registered investment adviser managing approximately $568 million for around 400 clients, including individuals, charitable organizations, corporations, and defined contribution plans. The firm employs a long-term, quality-oriented investment approach with discretionary portfolio management services and offers 401(k) advisory services at both plan and participant levels.

Jacob Villarreal is a Series 66-licensed financial advisor with eight years of industry experience, currently serving at Providence Capital in San Antonio, TX. His background includes roles at several firms such as 49 Wealth Management LLC, Purshe Kaplan Sterling Investments, and Oakwood Capital Securities. Outside of financial advising, he is involved in systems and sales management at Whisper Path Cellars, a winery. Providence Capital provides investment advisory and financial planning services to individuals, high-net-worth clients, and charitable organizations. The firm employs a long-term trading approach using fundamental analysis and modern portfolio theory, combining model portfolios and AI-assisted tools with licensed adviser oversight.

James Pettus III is a financial advisor with M. E. Allison & Co., Inc., holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. Before joining M. E. Allison & Co. in 2012, he worked for The Trust Company, NA for 20 years. He is the managing partner of a family business, La Rucia Ranch, Inc., and serves on the board of Mestena LLC, a family oil and gas company. M. E. Allison & Co., Inc. serves individuals, trusts and estates, bank trust departments, corporations, and retirement plans with discretionary and non-discretionary portfolio management, financial planning, and 401(k) consulting. The firm manages approximately $287 million in client assets and employs a mix of in-house models and third-party sub-advisers to implement client portfolios.

Jamie Wisecarver is a financial advisor with SWBC Investment Company in San Antonio, TX, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. He previously worked at Advisors Asset Management for 11 years before joining SWBC in 2019. In addition to his advisory role, he is a licensed insurance agent conducting insurance sales for SWBC. SWBC Investment Company provides investment advisory services to individuals, including high-net-worth clients, as well as banking institutions, charities, and pooled investment vehicles. The firm employs a multi-team approach using internal portfolio teams and third-party managers, offering discretionary portfolio management, financial planning, and private fund management with a focus on value-add real estate investments and private placements.

Carmen Barncord is a CFP® and holds a Series 65 license, with nine years of experience in the financial advisory industry. She has been with Martin Capital Advisors, LLP since 2016. Martin Capital Advisors manages portfolios for high-net-worth individuals, trusts, estates, charitable organizations, and businesses, providing discretionary portfolio management, financial planning, and performance reporting. The firm’s investment approach focuses on long-term returns driven by asset allocation, using both active and passive strategies, and includes options-based hedging in certain portfolio types.

Joshua Lynch is a CFA® charterholder with a Series 66 license and 17 years of industry experience. He has been with SWBC Investment Services since 2011. SWBC Investment Company provides investment advisory and financial planning services to individuals, including high-net-worth clients, as well as institutional clients. The firm manages approximately $256 million in discretionary assets through a team of advisors and offers portfolio management, financial planning, and a wrap fee program.

Elizabeth Alamillo is a financial advisor at Wela Financial Advisory in San Antonio, TX, with seven years of industry experience. She holds Series 63 and Series 65 licenses and previously worked with Equitable Advisors and AXA Advisors. 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 uses a multi-fund-manager approach, combining fundamental and technical analysis, and offers a financial planning membership that provides ongoing client access and engagement.

Paul Marshall III is a financial advisor with SWBC Investment Company in San Antonio, TX, holding Series 63 and Series 65 licenses and having 21 years of industry experience. He has been with SWBC Investment Company and its affiliated entity, SWBC Investment Services, LLC, since 2015. Outside of his advisory role, he is an organizer for the St. Baldricks Foundation, a nonprofit focused on fundraising. 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 manages private investment funds with a focus on value-add real estate and private placements.

Jerald Liesman is a financial advisor at Frost Investment Services with 33 years of industry experience. He holds a Series 63 designation and has worked at Frost Brokerage Services, Inc. and Frost Bank since 1993 and 1987, respectively. Frost Investment Services is a retail-focused, SEC-registered adviser serving individuals, trusts, estates, charitable organizations, and business entities. The firm offers discretionary portfolio management, comprehensive financial planning, and managed account programs that integrate model portfolios from its affiliate with third-party managers, utilizing a research-driven investment process and providing optional tax and ESG overlay services.