Lara Sterns is a financial advisor at Snowden Capital Advisors LLC in San Antonio, TX, with 39 years of industry experience. She holds a Series 63 designation and has worked previously at Citigroup Global Markets and Wells Fargo Clearing. Sterns has been with Snowden Lane Partners since 2018. Snowden Capital Advisors serves a diverse clientele including high-net-worth individuals, family offices, foundations, pension plans, endowments, and other institutional clients. The firm offers discretionary and non-discretionary portfolio management, investment consulting, and financial and estate planning, utilizing multi-team scale and institutional capabilities combined with a range of investment tools and third-party manager programs.

Camden Elliott is a financial advisor at Titleist Asset Management, LLC with one year of industry experience. He holds a Series 65 designation and has previous experience at Badlands Big Sticks, the University of Houston Athletic Department, and Texas Outdoor Power Equipment. Titleist Asset Management provides investment advice to individuals, trusts, estates, charitable organizations, and corporate retirement plans, offering discretionary portfolio management and financial planning through a rules-based Total Return framework overseen by an investment committee.

Christopher Bingham is a financial advisor at Advisory Services Network with 25 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Charles Schwab Bank and Charles Schwab & Co., Inc. since 2000. Bingham also works as an independent insurance agent offering products through unaffiliated insurance companies. Advisory Services Network serves individuals, families, corporations, charitable organizations, and employer retirement plans. The firm’s network of independent advisers provides portfolio management, financial planning, investment and retirement-plan consulting, and third-party manager selection, overseeing approximately $8.6 billion in client assets.

Frank Bullinger Jr. is a financial advisor with Titleist Asset Management, LLC in San Antonio, TX, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. His career includes nearly two decades at Edward Jones and five years at Prospera Financial Services Inc. He serves on the boards of several nonprofit organizations, including St. Michaels Cemetery Association, Clay County Outreach, and Our Lady Queen of Peace Catholic Church. Titleist Asset Management provides investment advice to individuals, trusts, estates, charitable organizations, and corporate retirement plans. The firm offers discretionary portfolio management and financial planning services using a rules-based Total Return framework and manages customized investment programs through an investment committee.

Melvin Mccullough is a financial advisor at Cary Street Partners with 31 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Cary Street Partners since 2014, following roles at Citigroup Global Markets and Citicorp Investment Services. Outside of advisory work, he serves as president of McCasey, LLC, a non-investment-related business. Cary Street Partners provides discretionary and non-discretionary investment advisory and financial planning services to a diverse client base, including individuals, trusts, retirement plans, corporations, and institutional clients. The firm offers a broad range of investment options and proprietary strategies, serving specialized institutional niches such as state and municipal government entities and insurance companies.

Jason Madero is a financial advisor at Wealth Watch Advisors, Inc with nine years of industry experience. He previously worked at New York Life Insurance Company and NYLIFE Securities LLC from 2014 to 2022. Outside of his advisory role, he is an investor in Cavalry Air Care, a business focused on HVAC and indoor air quality services. Wealth Watch Advisors serves a wide range of clients including individuals, pension plans, trusts, and financial institutions. The firm utilizes a variety of investment strategies through third-party model managers and provides both portfolio management and financial planning services.

Katrena Shipp is a financial advisor at Maridea Wealth Management with 17 years of industry experience. She holds a Series 66 designation and has worked at firms including Morgan Stanley, TIAA-CREF, and U.S. Bancorp Advisors. She is also a licensed insurance agent involved with Maridea Insurance Company, LLC, where she dedicates part of her time to insurance sales and implementation. Maridea Wealth Management serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans through a 33-advisor team managing approximately $2 billion in assets. The firm emphasizes diversified, tax-aware portfolios using low-cost mutual funds and ETFs, incorporating individual securities or sub-advisers as appropriate, and utilizes AI tools under human oversight to support its investment and administrative processes.

Scott Rader is a Series 66-licensed financial advisor with 16 years of industry experience. He has been with Dynamic since 2018, following roles at Oxford Asset Management LLC and Edward Jones. Outside of financial advising, he is a certified "Ridercoach" in Texas, conducting motorcycle rider safety and licensing courses, and consults for a manufacturing facility specializing in industrial paint systems. Dynamic serves a diverse client base including individuals, trusts, estates, charitable organizations, pension plans, businesses, and other registered investment advisers. The firm emphasizes long-term, client-specific portfolio construction and provides support services to other advisers through technology, research, and sub-advisory relationships.

James Sanders is a financial advisor at Wealth Watch Advisors, Inc. with 10 years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones for seven years. In addition to his advisory role, Mr. Sanders is a licensed insurance agent offering life insurance and annuities. Wealth Watch Advisors serves a diverse client base, including individuals, pension plans, trusts, charitable organizations, corporations, and other registered investment advisers. The firm employs a mix of quantitative, qualitative, and technical methods in its investment approach and utilizes third-party model managers, while also offering approved alternative private placements to eligible accredited investors.

Christopher Powers is a CFP® with 26 years of industry experience, currently serving at Merit Financial Advisors in San Antonio, TX. His prior experience includes roles at Purshe Kaplan Sterling, Global Wealth Advisors, Empower Wealth Advisors, Commonwealth Financial Network, and Securian Financial Services. Outside of his advisory work, he is the board chairman of Real4Christ Ministries. Merit Financial Group is a multi-team SEC-registered advisory firm serving individual investors, employer-sponsored retirement plans, ESOPs, and other institutional clients. The firm focuses on long-term, diversified asset allocation with centrally managed portfolios and offers both discretionary and non-discretionary account services through a network of investment adviser representatives.

James Bullock is a financial advisor with Snowden Capital Advisors LLC in San Antonio, TX, holding Series 63 and Series 65 licenses and bringing five years of industry experience. His career history includes roles at Snowden Lane Partners, Morgan Stanley, Fidelity Investments, and prior work outside finance with Polo Ralph Lauren and the University of Utah. He is also the sole proprietor of Burn and Bull LLC, a property management business based in Park City, Utah. Snowden Capital Advisors serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and institutional clients through discretionary and non-discretionary portfolio management, investment consulting, and financial planning. The firm offers customized model portfolios, utilizes third-party managers, and provides specialized programs for externally custodied assets and employer-sponsored retirement plans.

Scott Portlock is a CFP® professional with 23 years of industry experience, currently serving as an advisor at Merit Financial Advisors. His prior roles include positions at Commonwealth Financial Network, Global Wealth Advisors, and Merrill. He is based in San Antonio, TX. Merit Financial Group is a multi-team SEC-registered advisory firm serving individual investors, employer-sponsored retirement plans, ESOPs, and institutional clients. The firm emphasizes long-term, diversified asset allocation managed through both internal and third-party resources, supporting discretionary and non-discretionary accounts.

Chris Benson is a financial advisor at Wealth Watch Advisors, Inc. based in San Antonio, TX. He holds Series 65 and Series 63 licenses and has seven years of industry experience. His prior roles include positions at Valor Wealth Strategies and NYLIFE Securities, LLC, as well as New York Life Insurance. Before entering financial services, he worked at Rackspace for six years. Wealth Watch Advisors serves a diverse client base, including high-net-worth individuals, pension plans, trusts, charitable organizations, corporations, and other registered investment advisers. The firm employs a multifaceted investment approach combining quantitative, qualitative, and technical methods, utilizing third-party model managers and approved alternative private placements for eligible investors.

Penny Jones is a financial advisor at Titleist Asset Management, LLC in San Antonio, TX, with six years of industry experience. She holds the CFP® and Series 65 designations. Her prior experience includes roles at Illumination Wealth Management, Mchenry Capital, LLC, and managing her own firm, Pennyshield Financial, LLC. Jones is also vice president and director of Prewitt Management, a family limited partnership. Titleist Asset Management provides investment advice to individuals, trusts, estates, charitable organizations, and corporate retirement plans. The firm offers customized investment programs using a rules-based Total Return framework and provides discretionary portfolio management, financial planning, and retirement plan consulting.

Neil Kalb is a financial advisor at Titleist Asset Management, LLC with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at SWBC Investment Company and USAA Investment Services Company. Kalb is also associated with Titleist Capital, LLC as a registered representative. Titleist Asset Management, LLC provides investment advice to individuals, trusts, estates, charitable organizations, and corporate retirement plans. The firm offers customized portfolio management and financial planning services guided by a rules-based Total Return framework and utilizes an investment committee to oversee its strategies.

Alexys Serchay is a financial advisor at Trajan Wealth, L.L.C. with 17 years of industry experience. Prior to joining Trajan Wealth in 2024, Serchay worked at Charles Schwab Bank, SSB and Charles Schwab & Co., Inc. from 2021, and at USAA Group from 2007 to 2021. Serchay is also an insurance agent related to his investment business. Trajan Wealth provides discretionary and non-discretionary investment advisory services to individuals, high-net-worth clients, retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs a long-term, disciplined investment approach focused on stocks, ETFs, and mutual funds, with portfolios tailored to clients’ specific risk tolerances, tax circumstances, and other factors.

John Eaton is a CFP® with 20 years of experience in the financial services industry. He is currently a financial advisor at Avior Wealth Management, LLC, where he has worked since 2021. Prior to that, he was with Nelson Van Denburg & Campbell Wealth Management Group, LLC, and Cypress Wealth Advisors, LLC. Avior Wealth Management is an SEC-registered enterprise adviser managing approximately $5.08 billion in client assets across about 120 financial professionals. The firm serves individuals, pension and retirement plans, charitable and corporate entities, and banking or thrift institutions, employing a fundamental analysis-based investment process that includes both long- and short-term strategies with continuous portfolio supervision.

Christopher King is a financial advisor with Gradient Advisors, LLC, holding a Series 66 designation and two years of industry experience. He previously worked at MML Investors Services LLC and Mass Mutual Life Insurance Company. King has also been involved with Pinnacle Strategic Wealth, Inc. in an advisory role. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm operates primarily through a network of Investment Advisor Representatives and third-party money managers, focusing on a largely non-discretionary model where clients approve transactions and portfolio decisions utilize fundamental, technical, and cyclical analysis.

Lisa Alvarado is a financial advisor at Titleist Asset Management, LLC with 23 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at J.P. Morgan Securities and several other financial firms. Outside of advisory work, she is an angel investor and partner in Zephyr Technologies, a company that develops software to analyze game videos and recommend strategy. Titleist Asset Management provides investment advice to individuals, trusts, estates, charitable organizations, and corporate retirement plans through customized portfolio strategies. The firm employs a rules-based Total Return framework and offers discretionary portfolio management, financial planning, and retirement plan consulting services.

Trenton Leffingwell is a Series 66 licensed financial advisor with four years of industry experience. He is currently with Titleist Asset Management, LLC and Titleist Capital, LLC, having previously worked at Cetera, IMG Financial Group, and Securian Financial Services. Titleist Asset Management, LLC provides investment advice to individuals, trusts, estates, charitable organizations, and corporate retirement plans. The firm offers customized investment programs managed through a rules-based Total Return framework and an investment committee, with additional services including financial planning and retirement plan consulting.