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 has worked with firms including VitalStone Financial, Private Client Services, and MML Investors Services. Outside of his advisory role, Mr. Marriott serves as an emergency physician and associate professor at UT Health San Antonio and is involved with a startup developing a medical app to improve pregnancy outcomes, where he serves on the board and advises on medical algorithms. Maridea Wealth Management provides discretionary investment management, financial planning, and business-oriented services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm operates as a fiduciary, emphasizing long-term portfolio construction using fundamental analysis and modern portfolio theory, with continuous account monitoring and formal annual reviews.

Roger Sawtelle is a financial advisor at Avior Wealth Management, LLC with 10 years of industry experience. He holds the ChFC® designation and Series 63 license. His prior roles include positions at Nelson Van Denburg & Campbell Wealth Management Group, LLC and Sawtelle Financial Management, LLC. Avior Wealth Management is an SEC-registered enterprise adviser managing over $5 billion in client assets with approximately 120 financial professionals. The firm serves individuals, pension and retirement plans, charitable and corporate entities, and banking institutions, offering discretionary and non-discretionary investment management, financial planning, and business consulting.

Adam Eisenhauer is a financial advisor at Titleist Asset Management, LLC with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at CapFinancial Securities LLC, CapFinancial Partners LLC (CAPTRUST), and several other firms since 2011. Outside of his advisory role, he serves on the boards of local nonprofits, including the Landa Gardens Conservancy and Hemisfair Conservancy, and is a managing member of Hammerhead Ventures, which invests in privately held companies. Titleist Asset Management provides investment management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, qualified employee plans, charitable organizations, and business entities. The firm uses a Rules Based Investing Total Return System and offers customized portfolios overseen by an investment committee.

Joseph Robertson is an investment advisor representative with Maridea Wealth Management in Shavano Park, TX, holding Series 63 and Series 65 licenses. He has three years of industry experience, including prior roles at Morgan Stanley and E*TRADE Securities. Outside of his advisory work, he has a diverse background that includes teaching positions and various roles in the service industry. Maridea Wealth Management serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, providing discretionary investment management, financial planning, and business-oriented services such as outsourced CFO support. The firm operates as a fiduciary, focusing on personalized, long-term portfolio construction using fundamental analysis and modern portfolio theory.

Jason Odette is a CFP® professional with 29 years of experience in financial advisory roles. He currently serves as an Investment Advisor Representative at Maridea Wealth Management and is also registered with Private Client Services, LLC. In addition to his advisory work, Mr. Odette is a licensed insurance agent involved with Maridea Insurance Company, LLC. Maridea Wealth Management serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans by providing discretionary investment management, financial planning, and business-oriented services, including outsourced CFO support. The firm operates as a fiduciary and employs a long-term, personalized approach to portfolio construction, utilizing diversified mutual funds, ETFs, and other investment vehicles as appropriate.

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 at Verity Asset Management with 17 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at several firms including Teachers Pension, Axio Financial LLC, and Investment Professionals. Outside of advising, he is an insurance agent affiliated with two insurance agencies. Verity Asset Management is an SEC-registered adviser serving individual, corporate, institutional clients, and other investment advisers. The firm employs a model-driven investment approach emphasizing tactical asset allocation across diverse asset classes and offers discretionary and non-discretionary portfolio management and retirement-plan advisory services.

Lee Daniels is a Certified Financial Planner™ (CFP®) with 21 years of industry experience. He is currently with Titleist Asset Management, LLC and also serves as managing partner of The XPO Partners, LLC, an accounting and tax firm. His prior experience includes roles at Park Avenue Securities, Waddell & Reed, and various insurance agencies. Titleist Asset Management provides investment management, financial planning, and retirement-plan advisory services to individuals, trusts, charitable organizations, and business entities. The firm employs a rules-based investing system with customized portfolios overseen by an investment committee and integrates tax and accounting services through an affiliated provider.

Marc York is a financial advisor with Titleist Asset Management, LLC in San Antonio, TX, holding a Series 66 designation and 25 years of industry experience. Prior to joining Titleist in 2024, he worked at Wells Fargo Clearing and Wells Fargo Advisors LLC for a combined nine years. Outside of his advisory role, he has ownership interests in several investment-related entities in San Antonio. Titleist Asset Management provides investment management, financial planning, and retirement-plan advisory services to a range of clients including individuals, trusts, estates, and charitable organizations. The firm uses a Rules Based Investing Total Return System and offers customized portfolios overseen by an investment committee, integrating brokerage, insurance, tax, and accounting services within its multi-team structure.

Joe Ben O'banion is a financial advisor with Titleist Asset Management, LLC, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has been with the Titleist entities since 2003, serving as a managing partner for Titleist Asset Management, Ltd and Titleist Capital, LLC, and joined Titleist Asset Management, LLC in 2022. Titleist Asset Management provides investment management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, qualified employee plans, charitable organizations, and business entities. The firm uses a Rules Based Investing Total Return System and offers customized portfolios overseen by an investment committee, integrating advisory services with affiliated brokerage and insurance activities as part of its multi-team structure.

Marc Marquez is a financial advisor with Titleist Asset Management, LLC, holding a Series 66 credential and 24 years of industry experience. His prior roles include positions at Ameriprise Financial Services and leading Sagaboy Holdings, Inc., a business entity managing independent contractor work. Titleist Asset Management provides investment management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals and business entities. The firm uses a Rules Based Investing Total Return System and offers customized portfolios overseen by an investment committee.

Scott Wallace is a CFP® professional with 32 years of experience in financial services. He is currently affiliated with Kovack Advisors, Inc. and Kovack Securities, Inc., with prior experience at Cetera and his own Wallace Wealth Management, which he has maintained since 2008. Kovack Advisors, Inc. is a multi-team registered investment adviser with approximately 260 advisors and over $6 billion in client assets. The firm serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, banks, and government entities, utilizing a combination of internally developed models and third-party managers supported by an Envestnet workflow.

Carlos Castorena is a financial advisor with Titleist Asset Management, LLC in San Antonio, TX. He holds a Series 65 credential and has two years of industry experience. His prior work includes roles at Broadway Wealth Solutions, Principal Financial Group, USAA, Alliance Bernstein, and Frost Bank. Titleist Asset Management provides investment management, financial planning, and retirement-plan advisory services to a diverse client base including individuals, trusts, estates, and qualified employee plans. The firm employs a Rules Based Investing Total Return System and offers customized portfolios 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 financial advisor with Titleist Asset Management, LLC, holding CFP®, ChFC®, and Series 66 designations and bringing 25 years of industry experience. He has been with Titleist Asset Management since 2023 and was previously with Titleist Capital, LLC. In addition to his financial advisory role, Judd is an independent pilot contractor who flies passengers. Titleist Asset Management provides investment management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, employee plans, charitable organizations, and business entities. The firm customizes portfolios based on client objectives, employs a Rules Based Investing Total Return System, and offers integrated tax and accounting services through an affiliated provider.

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.

James Jedrziewski is an investment advisor representative with Maridea Wealth Management and holds a Series 66 designation. He has 17 years of industry experience, including roles at MassMutual Life Insurance Company and MML Investors Services. In addition to his advisory work, he is a licensed insurance agent with Maridea Insurance Company, where he spends part of his time on insurance sales and implementation. Maridea Wealth Management serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans by providing discretionary investment management, financial planning, and business-oriented services. The firm operates as a fiduciary, emphasizes long-term portfolio construction using fundamental analysis and modern portfolio theory, and offers outsourced CFO services and coordination with affiliated tax and insurance entities.

Jason Ginder is a financial advisor with B. Riley Wealth Advisors, Inc. He holds Series 63 and Series 65 licenses and has 39 years of industry experience. Prior to his current role, he worked at National Securities Corp and has been with B. Riley Wealth Advisors and its related entities since 2014. Outside of financial advisory, he is involved in exotic game breeding through a ranching business and serves as chair of the Connecticut Cancer Foundation, a nonprofit supporting cancer research. B. Riley Wealth Advisors provides investment advice and portfolio management to individuals, pension plans, trusts, estates, charitable organizations, and corporate clients. The firm offers a variety of advisory programs, including advisor-directed portfolio management and third-party managed solutions, and manages approximately $4.21 billion in client assets.

Cameron Blake is a financial advisor with Titleist Asset Management, LLC in San Antonio, TX, holding a Series 65 designation and one year of industry experience. He has been with Titleist Asset Management since 2023. Titleist Asset Management provides investment management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, employee plans, charitable organizations, and business entities. The firm uses a Rules Based Investing Total Return System and offers customized portfolios overseen by an investment committee, combining advisory services with affiliated brokerage, insurance, tax, and accounting offerings.