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 and holds a Series 66 license with 16 years of industry experience. He has been with SWBC Investment Services since 2011, currently serving at SWBC Investment Company in San Antonio, TX. 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 employs a combination of internal portfolio teams and third-party managers, offering discretionary portfolio management, financial planning, sub-advisory services, and private fund management with a focus on value-add real estate investments and private placements.

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.

Laura Cantu is a financial advisor at Sendero Wealth Management, LLC with a Series 65 credential and experience spanning several roles since 2015, including positions at Merrill Lynch and Aspiriant. She joined Sendero Wealth Management in 2024. Prior to her advisory career, she held roles at eBay and the University of Texas at San Antonio. Sendero Wealth Management is a partner-led registered investment adviser serving high net worth individuals, families, endowments, and institutions, generally focusing on clients with $3 million or more in investable assets. The firm employs an open-architecture investment approach combining strategic asset allocation, active and passive strategies, and alternative investments, supported by ongoing manager due diligence and a sub-advisor program.

Sandra Delagarza is a financial advisor at Frost Investment Services with 14 years of industry experience. She holds a Series 66 designation and has previously worked at Wells Fargo Advisors LLC and Wells Fargo Bank, NA. Delagarza is based in San Antonio, TX. 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, utilizing a range of strategies implemented through the Fidelity Managed Account Xchange platform.

Savannah Forster is a financial advisor with Strategic Financial Concepts, LLC in San Antonio, TX, holding a Series 66 designation and six years of industry experience. She has previously worked at LPL Financial LLC, Wells Fargo Clearing, and First Command Financial Planning. Strategic Financial Concepts, LLC provides personalized investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm offers discretionary investment management using model portfolios and third-party managers, along with integrated insurance-related activities and multiple LPL program offerings.

Scott Rhiger is a financial advisor with USAA Investment Services Company, holding Series 63 and Series 65 licenses and 28 years of industry experience. He has worked within various USAA entities since 2007, including USAA Financial Advisors, Inc., USAA Financial Planning Services, and USAA Life Insurance Company. USAA Investment Services Company provides retirement-focused advice and referral services primarily to USAA members and the general public. The firm emphasizes retirement income planning and refers clients to Charles Schwab for investment products and account management.

George Wheelock is a financial advisor with USAA Investment Services Company in San Antonio, TX, holding Series 63 and Series 66 credentials and bringing 12 years of industry experience. He has worked within various USAA entities since 2014, including USAA Financial Planning Services, USAA Financial Advisors, Inc., and USAA Life Insurance Company. USAA Investment Services Company provides retirement-focused advice and referral services primarily to USAA members through phone and digital channels, delivering Retirement Income Strategy Reports and facilitating referrals to third-party broker-dealers or advisers rather than managing client assets directly.

Steve Gott is a financial advisor with Frost Investment Services in San Antonio, TX, holding a Series 66 credential and 33 years of industry experience. His prior roles include positions at Frost Brokerage Services, U.S. Capital Wealth Advisors, and multiple entities within the USCA group. Outside of his advisory work, he manages a single home rental property in Houston, TX. 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 and comprehensive financial planning, implementing client portfolios through the Fidelity Managed Account Xchange platform with a process that incorporates fundamental, technical, and cyclical research.

Christopher Massey is a CFP® with 30 years of industry experience, currently serving at Frost Investment Services in San Antonio, TX. He has worked with Frost Brokerage Services since 2003 and Frost National Bank since 2002. 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 and comprehensive financial planning, utilizing a range of managed account programs implemented through the Fidelity Managed Account Xchange platform.

Jeffrey Wurn is a financial advisor with USAA Investment Services Company, holding Series 63 and Series 65 licenses and possessing 21 years of industry experience. He has worked with various USAA entities since 2007, including USAA Financial Advisors, Inc. and USAA Investment Services Company. USAA Investment Services Company provides retirement-focused advice and referral services primarily to USAA members and individual investors through phone and digital channels. The firm delivers Retirement Income Strategy Reports and facilitates referrals to third-party broker-dealers and advisers rather than managing client assets directly.

Christopher Kardys is a financial advisor at 1900 Wealth in San Antonio, TX, holding a Series 65 designation with six years of industry experience. He has been with 1900 Wealth, formerly Monticello Wealth Management, LLC, since 2019 and previously worked at Rocanda USA Inc. from 2011 to 2019. 1900 Wealth serves individuals, family offices, pension and profit-sharing plans, trusts, estates, corporations, and other entities, providing financial planning, consulting, and investment management services. The firm emphasizes strategic asset allocation using low-cost ETFs and mutual funds to create diversified long-term portfolios tailored to each client’s goals, risk tolerance, and time horizon.

Eli Howard is a financial advisor at Wealth Watch Advisors, INC with four years of industry experience. He holds Series 65 and Series 63 licenses. Prior to joining Wealth Watch Advisors in 2022, he worked at Texas Tech University and San Angelo Central High School. Wealth Watch Advisors serves a broad client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and financial institutions. The firm offers portfolio management through approved third-party model managers, financial planning, and consulting, using a mix of quantitative, qualitative, and technical methods overseen by its Investment Committee.

Arturo Inigo is a financial advisor with Frost Investment Services in San Antonio, TX, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. His career includes roles at Frost Private Bank, Amerant Investments, and BBVA-related entities, among others. Frost Investment Services serves individual and corporate clients, including high-net-worth households, providing investment advisory and portfolio management through an enterprise platform with approximately 179 advisors and $3.7 billion in assets under management. The firm is affiliated with a banking institution, which shapes its referral, custody, and compensation arrangements.

Steven Romano is a financial advisor with Strategic Financial Concepts, LLC in Edmond, Oklahoma. He holds Series 63 and Series 65 licenses and has 36 years of industry experience. Prior to joining Strategic Financial Concepts in 2016, he has worked with LPL Financial since 2006. Outside of his advisory work, Romano teaches a class at a church affiliated with the Ron Blue Institute. Strategic Financial Concepts provides personalized investment advisory and financial planning services to individuals, high-net-worth households, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm offers discretionary portfolio management using fundamental and technical analysis, model portfolios, and third-party manager solutions, often integrating financial planning with investment management.

Alberto Fraga is a financial advisor with Frost Investment Services in San Antonio, TX, holding Series 63 and Series 66 credentials and has 10 years of industry experience. His prior roles include positions at JPMorgan Chase Bank, Merrill, Bank of America, and Fidelity Investments. He is also the owner of Tyler Capital Holdings Inc., a business involved in managing residential rental properties. Frost Investment Services provides investment advisory and portfolio management services to individual and corporate clients, including high-net-worth households. The firm operates as a large enterprise platform with a banking affiliation, managing approximately $3.7 billion in client assets through a team of about 179 advisors.