Berry Burkhart is a financial advisor at Wealth Watch Advisors, Inc with eight years of industry experience. He holds a Series 65 designation and has worked at Wealth Watch Advisors since 2019. Burkhart is also president and owner of Burkhart, Peterson & Company, PLLC, a tax preparation and accounting firm. Wealth Watch Advisors serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other registered investment advisers. The firm employs a combination of quantitative, qualitative, and technical investment strategies and offers both discretionary and non-discretionary portfolio management, with a focus on approved third-party model managers.

Andrew Brawley III is a financial advisor with Titleist Asset Management, LLC, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His career includes positions at Raymond James Financial and Morgan Stanley, among others. Outside of finance, he owns Frozy's Shaved Ice, LLC, operates a support business called Exclusive Benefit Consulting, LLC, and teaches a discipleship class for middle school students at Veritas Academy. Titleist Asset Management, LLC provides investment advice to individuals, trusts, estates, charitable organizations, and corporate retirement plans, offering discretionary portfolio management and financial planning services. The firm uses a rules-based Total Return framework with customized portfolio strategies and oversees investments through an investment committee.

Andrew Ullmann is a financial advisor with ON Investment Management CO, holding a ChFC® designation and Series 63 and 65 licenses, with 42 years of industry experience. He has held roles at The O.N. Equity Sales Company, Ohio National Financial Services, Mass Mutual Life Insurance, and Guardian Life Insurance Company. Outside of his advisory work, he owns Concord Financial Services, where he provides life and health insurance products and serves as a lecturer for CPA continuing education. ON Investment Management CO is a multi-team SEC-registered investment adviser serving individuals, families, trusts, estates, charitable organizations, businesses, and ERISA plan sponsors. The firm offers comprehensive financial planning, portfolio management, and retirement-plan advisory services through a combination of discretionary and non-discretionary programs and maintains a dual-registration model involving ongoing broker-dealer activity.

Joshua Hogan is a financial advisor at Snowden Capital Advisors LLC in San Antonio, TX, holding a Series 66 designation with 10 years of industry experience. He has worked at Snowden Lane Partners since 2018 and previously at Wells Fargo Clearing from 2016 to 2018. Snowden Capital Advisors serves a diverse client base including high-net-worth individuals, family offices, foundations, pension plans, endowments, and institutional clients. The firm offers discretionary and non-discretionary portfolio management, investment consulting, and financial planning, utilizing customized model portfolios and third-party managers while maintaining overall client oversight.

Kenneth Marriott is an Investment Adviser Representative with Maridea Wealth Management and holds a Series 66 designation. He has seven years of experience in the financial industry and also practices as an emergency physician, serving as an attending physician and associate professor at UT Health San Antonio. Additionally, he serves on the board of a healthcare startup developing an app to improve pregnancy outcomes. Maridea Wealth Management advises individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans with a 33-advisor team managing approximately $1.97 billion in assets. The firm constructs diversified, tax-aware portfolios primarily using low-cost mutual funds and ETFs, and supplements its investment process with approved AI tools under human oversight.

Adam Eisenhauer is a financial advisor with Titleist Asset Management, LLC in San Antonio, TX, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His prior roles include positions at CapFinancial Securities LLC, Advisors Asset Management, and Merrill. Outside of his advisory work, he serves on the boards of several nonprofit organizations, including the Landa Gardens Conservancy and the Hemisfair Conservancy. Titleist Asset Management 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 a variety of portfolio allocation strategies overseen by an investment committee.

Joseph Robertson is an investment advisor representative with Maridea Wealth Management LLC in Shavano Park, TX, holding Series 63 and Series 65 licenses and having four years of industry experience. He has worked at several firms, including Private Client Services, LLC, VitalStone Financial, LLC, and Morgan Stanley. He also has past experience in education and hospitality prior to entering the financial industry. Maridea Wealth Management advises individuals, high-net-worth clients, trusts, estates, businesses, and employer-sponsored retirement plans. The firm manages nearly $2 billion in assets across a 33-advisor team, focusing on diversified, tax-aware portfolios with primarily long-term investment horizons and utilizing low-cost mutual funds and ETFs.

Jason Odette is a CFP® professional with 30 years of experience in financial advisory roles. He is currently with Maridea Wealth Management and has held prior positions at firms including Private Client Services, VitalStone Financial, and Mass Mutual. In addition to his advisory work, he is a licensed insurance agent involved with Maridea Insurance Company. Maridea Wealth Management serves individuals, high-net-worth clients, trusts, estates, businesses, and employer-sponsored retirement plans through a team of 33 advisors, managing approximately $1.97 billion in assets. The firm emphasizes diversified, tax-aware portfolios primarily using low-cost mutual funds and ETFs and integrates AI tools under oversight to support investment and administrative processes.

Jeff Whaling is a financial advisor at SageSpring Wealth Partners with seven years of industry experience. He holds a Series 66 designation and has worked previously at Raymond James Financial Services and Great American Opportunities. Whaling also serves as an independent contractor for the Whaling Wealth Team and assists clients with non-variable insurance through Vanbridge. SageSpring Wealth Partners serves individual and institutional clients, including high-net-worth households, retirement plans, banks, and sovereign wealth funds. The firm offers discretionary investment management, financial planning, and consulting with tailored portfolios that may include stocks, bonds, ETFs, alternative investments, and direct indexing, leveraging both fundamental and technical analysis.

Randy Olfers is a financial advisor with Verity Asset Management in Boerne, TX, holding Series 65 and Series 66 licenses and bringing 18 years of industry experience. His prior roles include positions at Teachers Pension, Axio Financial LLC, and Advisors Asset Management, Inc. He is also active as an insurance agent with Teacher's Pension and Insurance Services, Inc. and Nixon Group, LLC, and has ownership interests in retail and medical billing businesses. Verity Asset Management is a multi-team SEC-registered firm managing approximately $1.15 billion across 55 advisors. The firm serves individual investors, retirement plan sponsors, institutional clients, and registered investment advisers, using a largely model-based investment approach that includes internally managed and third-party strategies, along with discretionary portfolio management and sub-advisory services.

Lee Daniels is a CFP® professional with 21 years of experience in the financial industry. He is currently with Titleist Asset Management, LLC and has held roles at firms including The XPO Partners, LLC and Park Avenue Securities, LLC. Daniels also serves as managing partner of The XPO Partners, LLC, an accounting and tax firm based in Houston, TX. Titleist Asset Management, LLC provides investment advice and portfolio management services 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 financial planning, retirement plan consulting, and affiliated tax and accounting services.

Marc York is a financial advisor with Titleist Asset Management, LLC based in San Antonio, TX. He holds a Series 66 designation and has 25 years of industry experience, including prior roles at Wells Fargo Clearing and Merrill. Outside of his advisory work, he has ownership interests in several investment-related entities. Titleist Asset Management provides investment advice and financial planning services 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 with a range of portfolio allocation strategies.

Joe Ben O'banion is a financial advisor with Titleist Asset Management, LLC and holds Series 63 and Series 66 licenses. He has 26 years of industry experience and has been a managing partner at Titleist Asset Management, Ltd and Titleist Capital, LLC since 2003. He currently works at Titleist Asset Management, LLC in San Antonio, Texas. 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, including discretionary portfolio management, financial planning, and retirement plan consulting services.

Marc Marquez is a financial advisor at Titleist Asset Management, LLC with 24 years of industry experience. He holds a Series 66 designation and has worked at firms including Ameriprise Financial Services and Chase Investment Services. Outside of advisory services, he is president and owner of Sagaboy Holdings, Inc., a business entity managing independent contractor work. Titleist Asset Management provides investment advice to individuals, trusts, estates, charitable organizations, and corporate retirement plans. The firm offers customized portfolio management and financial planning using a rules-based Total Return framework and serves a range of clients including high-net-worth individuals.

Scott Wallace is a CFP® with 32 years of experience in the financial services industry. He is currently with Kovack Advisors, Inc. and has previously worked at Cetera and Barrington Financial Advisors, among others. Wallace also operates Wallace Wealth Management, a financial services business. Kovack Advisors, Inc. is a multi-team registered investment adviser with about 260 advisors and over $6 billion in client assets. The firm serves individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, banks, and government entities, using a risk-based investment approach supported by Envestnet technology and both internal and third-party portfolio management.

Carlos Castorena is a financial advisor at Titleist Asset Management, LLC with two years of industry experience. He holds a Series 65 designation and has worked at several firms including Broadway Wealth Solutions and Principal Financial Group. Titleist Asset Management provides investment advice to individuals, trusts, estates, charitable organizations, and corporate retirement plans. The firm customizes investment programs by portfolio allocation strategy and employs a rules-based Total Return framework overseen by an investment committee.

Ramiro Marmolejo is a CFP® and ChFC® with 15 years of industry experience, currently serving as an advisor at Wealth Watch Advisors, Inc. He has been with the firm since 2015. Marmolejo is also an independent licensed insurance agent specializing in life, accident, health, and HMO insurance sales. Wealth Watch Advisors provides advisory services to a diverse client base that includes individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, financial institutions, and other registered investment advisers. The firm uses a combination of quantitative, qualitative, and technical methods to manage portfolios and offers access to alternative private placements for eligible accredited investors.

Richard Judd is a CFP® and ChFC® with 25 years of industry experience. He is currently with Titleist Asset Management, LLC, where he has worked since 2023, following eight years at Titleist Capital, LLC, ten years at Century Management Financial Advisors, and five years at Charles Schwab. Outside of his advisory work, Judd is an independent pilot contractor, flying passengers part-time. Titleist Asset Management, LLC provides investment advice to individuals, trusts, estates, charitable organizations, and corporate retirement plans, offering customized portfolio strategies managed under a rules-based Total Return framework overseen by an investment committee.

Hunter Shields is a financial advisor at Wealth Watch Advisors, Inc. with two years of industry experience. He holds a Series 65 designation and has worked at Wealth Watch Advisors since 2023. Outside of advising, Mr. Shields offers life insurance and annuities to clients when appropriate. Wealth Watch Advisors serves a broad client base including individuals, pension plans, trusts, charitable organizations, corporations, and other registered investment advisers. The firm employs a range of strategies using third-party model managers and provides financial planning, consulting, and solicitation services.

Daniel Peterson is a CFP® and PFS™ with 26 years of industry experience. He has been with Alamo Advisors, LP since 2002. Alamo Advisors 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 nearly $3.9 billion across about 231 clients, primarily on a non-discretionary basis, and emphasizes aligning investments with clients’ objectives and risk tolerances.