Alfonso Charles is a financial advisor at Broadway Wealth Solutions in San Antonio, TX, holding Series 63 and Series 65 licenses with three years of industry experience. His prior roles include positions at Equitable Advisors, University Health System, and St. Mary's University. Broadway Wealth Solutions serves individual and retirement investors, including high-net-worth clients, by providing fee-based discretionary portfolio management, integrated financial planning, and retirement rollover guidance. The firm’s investment approach combines strategic asset allocation with tactical adjustments and utilizes fundamental, technical, and cyclical analysis.

Ronald Zunker Jr. is a Series 66 licensed advisor with seven years of industry experience, currently working at PAX Financial Group since 2022. He previously worked at Equitable Advisors and Axa Advisors, and has experience as a self-employed professional and with Clean Air and Water, LLC. Outside of his advisory role, he participates in community organizations including the Rotary Club of Fair Oaks Ranch and serves as Treasurer on the Greater Boerne Chamber of Commerce executive committee as well as for the Kendall County Women's Shelter. PAX Financial Group serves individuals, high-net-worth clients, small businesses, and corporations with services including portfolio management, retirement plan consulting, and business exit planning. The firm uses a team-based investment approach guided by an Investment Committee that applies traditional academic frameworks and incorporates values-based ETF selections along with hedging and income strategies when appropriate.

Madison Moe is a financial advisor at Teamwork Financial Advisors, LLC in San Antonio, TX, holding a Series 65 designation with one year of industry experience. Prior to joining Teamwork Financial Advisors, Madison worked at Texas Tech University and Clintsman Financial. Teamwork Financial Advisors serves individual and high-net-worth investors as well as retirement plans, trusts, estates, and business entities, providing ongoing asset management, written financial planning, and referrals to third-party money managers. The firm employs a strategic asset-allocation approach with a core-and-satellite structure, integrating fundamental, technical, and cyclical analysis to manage client portfolios.

Meghan Tapia is a financial advisor at PAX Financial Group with 10 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at AllianceBernstein and Renaissance Wealth Management Group of Texas. Outside of her financial advisory role, Tapia owns and operates Willow Tree Builders, a representation and marketing business. PAX Financial Group provides advisory services to individuals, high-net-worth clients, small businesses, corporations, and their retirement plans. The firm employs a team-based investment approach guided by an Investment Committee, utilizing traditional academic frameworks and values-based ETF selections to build diversified, long-term portfolios.

Michael Olivarez is a financial advisor at Reliance Wealth Management in San Antonio, TX, holding a Series 65 designation with one year of industry experience. His prior work includes three years at Goodstein Wealth Management, LLC, and a recent transition to Reliance Financial Partners. Reliance Wealth Management serves individuals—including high-net-worth clients—as well as foundations, trusts, estates, corporations, and charitable organizations, providing discretionary investment management combined with integrated and stand-alone financial planning. The firm applies a top-down, macro-environmental investment approach emphasizing tactical asset allocation across a broad range of investment vehicles, including alternative and digital-currency-related products.

Gracelyn Snider is a financial advisor at S Harris Financial Group, LLC in San Antonio, TX, holding a Series 65 designation with one year of industry experience. Prior to joining the firm, she was a student at Texas A&M University for four years and had no professional experience in the financial industry before that. S Harris Financial Group is an SEC-registered advisory firm that serves individual and high-net-worth clients as well as retirement plans. The firm offers discretionary investment management and comprehensive wealth management with an investment approach that combines fundamental and technical analysis, emphasizing client education and ongoing personal contact.

Gayle Rodriguez is a Series 65 licensed financial advisor with eight years of industry experience. She has worked at Broadway Wealth Solutions since 2025 and previously held roles at Financial Engines Advisors L.L.C. and Edelman Financial Engines from 2015 to 2025. Broadway Wealth Solutions serves individual and retirement investors, including high-net-worth clients, by providing fee-based discretionary portfolio management, integrated financial planning, and retirement rollover guidance. The firm employs a strategic asset allocation approach with tactical adjustments and operates as a bank-owned subsidiary with ties to a trust company and Broadway National Bank.

Jacob Campbell is a CFP® with four years of industry experience, currently serving at PAX Financial Group. Before joining PAX Financial Group in 2022, he worked for eight years at Bluebonnet Chrysler Dodge. He is also a board member of the Animal Defense League. PAX Financial Group provides advisory services to individuals, high-net-worth clients, small businesses, corporations, and their retirement plans. The firm employs a team-based investment approach guided by an Investment Committee and integrates traditional academic frameworks alongside values-based ETF selections and tailored strategies such as covered-call writing.

Robert Mc Gregor is a Series 65 licensed advisor at Martin Capital Advisors, LLP with one year of industry experience. His prior work history includes positions at Chick-Fil-A and Uber Eats. Martin Capital Advisors, LLP manages investment portfolios for high-net-worth individuals, trusts, estates, charitable organizations, and business clients. The firm uses a long-term, asset-allocation-driven approach and offers several portfolio types with a range of investment instruments, including options-based hedging and formalized performance reporting.

Christopher Allison is a CFP® with 33 years of experience in the financial services industry. He has been with M. E. Allison & Co., Inc. since 1992. Outside of advisory work, he manages property management and accounting services for family-owned real estate and serves as managing partner for a property investment in South Padre Island. M. E. Allison & Co., Inc. serves individuals, trusts and estates, bank trust departments, corporations, and retirement plans, offering discretionary and non-discretionary portfolio management, financial planning, and 401(k) consulting. The firm uses a combination of in-house models and third-party sub-advisers to implement client portfolios, employing various strategies including option writing and sector ETF weightings.

Jennifer Wall is a financial advisor at PAX Financial Group in San Antonio, TX, with eight years of industry experience. She holds Series 63 and Series 65 licenses and has worked at PAX Financial Group since 2015, including a two-year tenure at LPL Financial. Wall serves as a board member for the Children's Bereavement Center of South Texas. PAX Financial Group provides advisory services to individuals, high-net-worth clients, small businesses, corporations, and their retirement plans. The firm uses a team-based investment approach grounded in traditional academic frameworks and offers portfolio management, retirement plan consulting, financial planning, and business exit planning services.

Alejandro Ireta is a CFP® with 14 years of industry experience and is currently an advisor at SWBC Investment Company in San Antonio, TX. He has worked at SWBC since 2020 and previously held roles at PAX Financial Group, LLC, and 360 Wealth Management. 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 and offers portfolio management, financial planning, and a wrap fee program through a team of 15 advisors.

Douglas Moe is a financial advisor with Teamwork Financial Advisors, LLC in San Antonio, TX, holding Series 63, 65, and 66 licenses and 18 years of industry experience. He has worked at Teamwork Financial Advisors since 2012 and has been involved with Questar Asset Management, Questar Capital Corporation, and Moe and Lytton since 2005 or 2009. Outside of financial advising, he practices law with Moe & Lytton and is a consulting and limited partner in a company providing legal, tax, and consulting services related to industrial materials transportation. Teamwork Financial Advisors serves individual and high-net-worth investors, as well as retirement plans, trusts, estates, and business entities, offering asset management, financial planning, and referrals to third-party money managers. The firm employs a strategic asset-allocation approach with a core-and-satellite structure, combining fundamental, technical, and cyclical analysis, and coordinates with outside advisors including affiliated legal, tax, and insurance professionals.

Jeffrey Wright is a CFP® and ChFC® with 30 years of industry experience. He is currently with Teamwork Financial Advisors, LLC, joining the firm in 2023. His prior experience includes roles at MML Strategic Distributors, Mass Mutual, and Symetra in various capacities. Outside of his financial advisory work, he holds a minority ownership in an internet marketing firm. Teamwork Financial Advisors serves individual and high-net-worth investors, as well as retirement plans, trusts, estates, and business entities, providing asset management, financial planning, and referrals to third-party money managers. The firm employs a strategic asset-allocation approach with a core-and-satellite structure, integrating fundamental, technical, and cyclical analysis in portfolio management.

Thomas Sherwood is a financial advisor with SWBC Investment Company in San Antonio, TX. He holds Series 63, 65, and 66 licenses and has 37 years of industry experience. Prior to joining SWBC in 2026, he worked for Advisors Asset Management, Inc. for 21 years. SWBC Investment Company provides investment advisory services to individuals, banking and thrift 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.

J Taylor Davis is a financial advisor with Hill Country Group in Boerne, TX, holding Series 63 and Series 65 licenses and having nine years of industry experience. His work history includes roles at Resolution Resource Group, M.S. Howells & CO, Calton & Associates, Westpark Wealth Advisors, and Axa Advisors. Outside of his advisory work, he is involved in a health and life insurance business providing insurance solutions to clients. Hill Country Group offers investment advisory and financial planning services to individuals, high-net-worth clients, corporations, and business entities. The firm applies fundamental and technical analysis alongside modern portfolio theory, tailoring portfolios to client Investment Policy Statements and providing both discretionary and non-discretionary asset management.

Laura Simpson is a CFP® with 17 years of industry experience, currently serving at PAX Financial Group since 2016. She previously worked at LPL Financial from 2014 to 2017. Outside of her advisory role, she is a board member of the Henderson County Rescue Mission, a nonprofit organization focused on providing spiritual and physical support to those in need. PAX Financial Group provides advisory services to individuals, high-net-worth clients, small businesses, and corporations, including portfolio management, retirement plan consulting, financial planning, and business exit planning. The firm employs a team-based investment approach overseen by an Investment Committee, utilizing traditional academic frameworks and values-based ETF selections to construct diversified portfolios.

Enzo Pellegrino is a CFP®-certified financial advisor with 24 years of industry experience, currently serving at TLWM Financial in San Antonio, TX. He has been with Texas Legacy Wealth Management since 2011 and has a longstanding affiliation with LPL Financial dating back to 2005. Outside of his advisory role, he is involved in managing Pellegrino Ranch, a non-investment business entity. TLWM Financial provides asset management, financial planning, and consulting services to individuals, trusts, estates, and business entities, including high-net-worth clients. The firm employs discretionary portfolio management using a range of investment vehicles and proprietary strategies, with an emphasis on continuous supervision and quarterly portfolio reviews.

Sandi Goldhamer is a financial advisor at Invicta Financial Group with five years of industry experience. She holds a Series 65 designation and previously worked at United States Border Patrol before joining BDT & Associates, Inc., doing business as Invicta Financial Group. In addition to her advisory role, she is a licensed insurance agent offering health and life insurance and serves as a trustee of a trust. Invicta Financial Group advises individuals, high-net-worth clients, and business entities primarily through financial planning and implementation services. The firm directs clients to third-party investment advisers for portfolio management and emphasizes client-specific planning with ongoing implementation support.

Preston Vaught is a financial advisor at TLWM Financial in San Antonio, TX, with 10 years of industry experience. He holds the Series 66 designation and has worked at TLWM Financial and LPL Financial since 2018, following prior roles at S Harris Financial Group and Raymond James Financial Services from 2016 to 2018. TLWM Financial provides discretionary asset management, financial planning, and consulting services for individuals, high-net-worth clients, trusts, estates, and business entities. The firm offers customized portfolios employing a range of investment strategies and combines fundamental and technical analysis with ongoing supervision.