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.

Richard Robbins is a financial advisor at Oakwell Private Wealth Management with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Purshe Kaplan Sterling Investments, LPL Financial, and Strategic Financial Concepts. Robbins is also the president of Robbins Financial Coordinating Services, Inc., a company used for tax reporting purposes. Oakwell Private Wealth Management serves individuals, high-net-worth clients, pension and profit-sharing plans, and corporate accounts, providing investment supervisory services, financial planning, and access to a range of investment products through an affiliate. The firm typically operates on a discretionary basis, employing fundamental, technical, and cyclical analysis to implement investment strategies.

Preston Vaught is a financial advisor at TLWM Financial in San Antonio, TX, holding a Series 66 designation and bringing 11 years of industry experience. His prior work includes roles at S Harris Financial Group, Raymond James Financial Services, and Edward Jones. TLWM Financial offers discretionary asset management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, and business entities. The firm provides customized portfolios with ongoing supervision and employs both fundamental and technical analysis in its investment approach.

Stephanie Krueger is a financial advisor at Martin Capital Advisors, LLP with 17 years of industry experience. She holds Series 63 and Series 65 licenses and has been involved with the Christus Santa Rosa Friends Foundation since 2011. Martin Capital Advisors manages portfolios for high-net-worth individuals, trusts, estates, charitable organizations, and businesses, offering discretionary portfolio management combined with financial planning at no additional fee. The firm emphasizes long-term returns through asset allocation and uses both active and passive strategies, including options-based hedging in select portfolios.

Paul Figueroa is a financial advisor at Broadway Wealth Solutions with a Series 65 credential and three years of industry experience. Prior to joining Broadway Wealth Solutions in 2022, he worked at Broadway National Bank from 2019 to 2022, and has additional experience at Best Buy and Diamond Concession. Broadway Wealth Solutions offers discretionary and non-discretionary investment management and integrated financial planning to individuals, retirement investors, trusts, estates, charitable organizations, and businesses. The firm employs a strategic asset allocation approach with tactical adjustments, managing customized portfolios and providing specialized strategies such as direct indexing.

Robert Bowerman is a CFP® and holds a Series 66 license with 23 years of industry experience. He is currently with TLWM Financial in San Antonio, TX, where he has worked since 2016, following prior roles at LPL Financial and other firms. TLWM Financial provides discretionary asset management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, and business entities. The firm offers tailored portfolios with continuous supervision, employing both fundamental and technical analysis, and delivers advisory services through LPL-sponsored programs as well as written and subscription-based financial plans.

Khristene Cano is a financial advisor at Broadway Wealth Solutions with 16 years of industry experience. She holds the Series 66 designation and has worked at firms including BBVA Wealth Solutions Inc., BBVA Securities Inc., Chase Investment Services Corp., and Wamu Investments, Inc. Since 2024, she has served as a board member of Avance, a nonprofit organization. Broadway Wealth Solutions provides discretionary and non-discretionary investment management and integrated financial planning to individuals, retirement investors, trusts, estates, charitable organizations, and businesses. The firm employs a strategic asset allocation approach with tactical adjustments and manages customized portfolios using a mix of mutual funds, individual securities, and cash positions.

Rachel Gurinsky is a financial advisor at Wela Financial Advisory with six years of industry experience. She holds Series 66, Series 65, and Series 63 licenses and has worked at firms including JPMorgan Chase Bank NA, PURSHE KAPLAN STERLING INVESTMENTS, and Texas Security General. Wela Financial Advisory is a fee-only registered investment adviser serving individual investors and businesses, including group retirement plans. The firm uses a multi-fund-manager approach combining fundamental and technical analysis to manage portfolios with a focus on tax efficiency, while offering both managed accounts and coordinated financial planning services.

Charles Allison is a CFP® professional with 23 years of industry experience, currently serving as an advisor at M. E. Allison & Co., Inc. He has worked at Sol Schwartz & Associates and M. E. Allison & Co., Inc. since 2005. Outside of his advisory role, he is a certified public accountant preparing tax returns and serves as a board member of Sol Schwartz & Associates, P.C., a non-investment related business. M. E. Allison & Co., Inc. serves individuals, trusts and estates, bank trust departments, corporations, and retirement plans, offering portfolio management, financial planning, and 401(k) consulting. The firm employs a range of investment strategies, including in-house models and third-party sub-advisers, and manages approximately $287 million in client assets with a team of ten advisors.

Christian Escamilla is a financial advisor with Broadway Wealth Solutions in San Antonio, TX, holding Series 63 and Series 65 licenses and 22 years of industry experience. He has worked at Broadway Bank since 2020, serving as EVP of Wealth Management and Private Bank Integration Executive, and has prior experience with Bank of America U.S. Trust and BBVA. Broadway Wealth Solutions offers discretionary and non-discretionary investment management and integrated financial planning to individuals, trusts, estates, charitable organizations, and businesses. The firm utilizes a strategic asset allocation approach supported by its affiliated Investment Management Group and provides specialized services such as direct indexing and rollover guidance.

Joshua Kercheville is a CFP® professional with 14 years of industry experience. He is a founding member of Kercheville Advisors LLC, where he has worked since 2014, and previously operated at Kercheville & Company from 2008 to 2019. Outside of his advisory role, he spends some time managing a rental property. Kercheville Advisors provides discretionary and non-discretionary portfolio management, financial planning, and pension/retirement plan consulting to a diverse client base including individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm employs a stock-picking investment approach focused on individual equities for tax efficiency and alpha generation, supported by fundamental and technical analysis, internal due diligence, and ongoing portfolio monitoring.

Thomas Wright is a financial advisor at Broadway Wealth Solutions in San Antonio, TX, with 10 years of industry experience and Series 63 and Series 65 licenses. He previously worked at USAA Financial Advisors, Inc. and USAA Investment Management Company. Wright is involved with the Financial Planning Association of San Antonio, serving in leadership roles including President-Elect. Broadway Wealth Solutions offers discretionary and non-discretionary investment management and integrated financial planning services to individuals, retirement investors, trusts, estates, charitable organizations, and businesses. The firm employs a strategic asset allocation approach with tactical adjustments and manages customized portfolios, including specialized strategies like direct indexing.

Harry Parker is a CFA® charterholder with 19 years of industry experience. He has worked at M.E. Allison & Co., Inc. since 2022 and previously spent over three decades at Frost Bank and its affiliated brokerage services. Parker serves as treasurer for the Parker Foundation, a small family foundation, and is a co-owner of Old Meadow Gate Farm in Fredericksburg, Texas. M.E. Allison & Co., Inc. serves individuals, trusts and estates, bank trust departments, corporations, and retirement plans with portfolio management, financial planning, and 401(k) consulting. The firm employs a combination of in-house and third-party strategies and conducts regular account reviews using technical, charting, and fundamental analysis.

Brandon La Valley is a financial advisor at Targeted Wealth Solutions in New Braunfels, TX, with 10 years of industry experience. He holds a Series 65 designation and has served in the United States Air Force and Air Force Reserve since 1999, currently working as a pilot. La Valley also works as a residential mortgage loan originator with Stratec LLC dba Trailhead Mortgage. Targeted Wealth Solutions serves individual and high-net-worth clients, as well as retirement plans, foundations, and charitable organizations. The firm provides comprehensive financial planning and portfolio management, using a Modern Portfolio Theory framework supplemented by economic analysis, quantitative models, and factor-driven diversification.

Lindsay Haas is a financial advisor with Oakwell Private Wealth Management in New Braunfels, TX, holding Series 63 and Series 66 licenses and 14 years of industry experience. Prior to joining Oakwell in 2025, she worked with Ameritas Advisory Services and its affiliated companies for over a decade, alongside a long tenure at Mary Kay Cosmetics. She is actively involved in community organizations, serving as President of the Rotary Club of New Braunfels and participating on nonprofit boards such as the Sophienburg Museum and Archives and The Braunfels Foundation Trust. Oakwell Private Wealth Management serves individuals, high-net-worth clients, pension and profit-sharing plans, and corporate accounts by providing investment supervisory services, financial planning, and access to a range of investment products. The firm employs a discretionary approach based on documented goals and risk tolerance, utilizing fundamental, technical, and cyclical analysis across various trading strategies.

Roger Stukkie is a CFP® and ChFC® with 17 years of experience in financial services. He has been with PAX Financial Group since 2020 and previously worked at firms including Champion Group, Inc., Pontem LLC, and Waddell & Reed, Inc. Stukkie serves as Board Member and Treasurer of Ransomed Life, a nonprofit focused on supporting exploited youth. PAX Financial Group provides advisory services to individuals, high-net-worth clients, small businesses, and corporations, offering portfolio management, retirement plan consulting, financial planning, and business exit planning. The firm employs a team-based investment approach guided by Modern Portfolio Theory and incorporates conservative, values-based ETF selections alongside traditional portfolio management strategies.

Kurt Josten is a financial advisor with Alterna Wealth Management, Inc. in San Antonio, TX, holding a Series 66 designation and bringing 27 years of industry experience. He has worked with Actinver Securities, Inc. and Actinver Wealth Management, Inc. since 2009 and 2015, respectively. Alterna Wealth Management provides investment advisory and portfolio management services to individuals, high-net-worth clients, trusts, estates, institutions, and charitable organizations, including a substantial client base outside the United States. The firm employs a disciplined, global approach to asset allocation and diversification, utilizing dynamic models and a combination of quantitative analysis, technical methods, and an in-house trading desk.

Esmond Pabilona is a CFP® with 12 years of industry experience, currently serving as an advisor at Wela Financial Advisory. His prior roles include positions at Purshe Kaplan Sterling Investments, Mercer Global Advisors Inc., and Axa Advisors, LLC. He is also an associate planner and research assistant at Brent Forrest & Associates, LLC. 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 combines fundamental and technical analysis to guide strategic asset allocation, employs a multi-fund-manager approach, and offers a financial planning membership that provides clients ongoing access and engagement.

Mark Kemp is a financial advisor with McNally Financial Services Corporation in Corpus Christi, TX, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with McNally Financial Services Corporation since 2010. Kemp is involved with The Cross of Corpus Christi, a nonprofit group raising funds to build a 200-foot cross, where he assists with financial reporting. McNally Financial Services Corporation provides financial planning and portfolio management primarily to individual clients and small businesses. The firm constructs diversified portfolios using fundamental analysis and manages accounts on both discretionary and non-discretionary bases.