San Antonio, TX E. Sonterra Blvd. Office

Matthew Nerz is a CFA® charterholder with six years of industry experience. He is currently with Titleist Asset Management, LLC, where he has worked since 2026, and also serves as managing partner of The XPO Partners, LLC, a tax and accounting firm based in Houston. His prior experience includes roles at Park Avenue Securities and Guardian Life Insurance Company. Titleist Asset Management, LLC is a multi-advisor wealth manager serving individuals, trusts, estates, and employer-sponsored retirement plans. The firm offers discretionary portfolio management and financial planning through a rules-based, client-specific asset allocation system overseen by an investment committee.

Justin Wagner is a financial advisor with Titleist Asset Management, LLC, holding Series 63 and Series 66 licenses and having eight years of industry experience. His prior roles include positions at Ameriprise Financial Services LLC, Oakmont Group, Equitable Advisors, and Axa Advisors, LLC. He also owns a consulting business, Justin Wagner Inc. Titleist Asset Management, LLC is an SEC-registered multi-advisor wealth manager serving individuals, trusts, estates, and employer-sponsored retirement plans. The firm employs client-specific asset-allocation strategies managed by an investment committee and follows a Rules Based Investing Total Return System incorporating quantitative and macro-driven approaches.

David Smidebush is a financial advisor at Titleist Asset Management, LLC with five years of industry experience. He holds the Series 65 designation and previously worked at Escort Radar / Cedar Electronics from 2009 to 2020. Titleist Asset Management, LLC is an SEC-registered multi-advisor firm serving individuals, trusts, estates, and retirement plans. The firm employs a Rules Based Investing Total Return System and offers discretionary portfolio management, financial planning, and retirement plan consulting through client-specific asset allocation strategies overseen by an investment committee.

Justin Brady is a financial advisor with Titleist Asset Management, LLC in San Antonio, TX, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He worked at Edward Jones for 20 years before joining Titleist Asset Management in 2024, where he also operates under Brady Wealth Management, LLC. Titleist Asset Management is an SEC-registered multi-advisor wealth manager serving individuals, high-net-worth clients, trusts, estates, and employer-sponsored retirement plans. The firm employs a Rules Based Investing Total Return System and offers discretionary portfolio management, financial planning, retirement plan consulting, and access to third-party managers and model portfolios.

Scott Branson is a financial advisor with Titleist Asset Management, LLC, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. Prior to joining Titleist Asset Management in 2023, he was affiliated with Titleist Capital, LLC and Wells Fargo Clearing. Outside of his advisory role, he co-owns Promised Land Farm in Blytheville, Arkansas, where he manages contracts and crop proceeds. Titleist Asset Management, LLC is an SEC-registered multi-advisor wealth manager serving individuals, trusts, estates, and retirement plans. The firm implements client-specific asset allocation strategies overseen by an investment committee and employs a Rules Based Investing Total Return System incorporating global benchmarks, macro-driven portfolio adjustments, and a diversified investment approach.

Andrew Brawley III 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 at firms including Raymond James Financial and Rademacher Financial Inc. Outside of financial services, he owns Frozy's Shaved Ice, LLC and is involved in education as a teacher and girls' soccer coach at Veritas Academy in Austin, TX. Titleist Asset Management, LLC is an SEC-registered multi-advisor wealth manager serving individuals, trusts, estates, and retirement plans. The firm offers discretionary portfolio management and financial planning using client-specific asset allocation strategies and a Rules Based Investing Total Return System overseen by an investment committee.

Adam Eisenhauer is a financial advisor with Titleist Asset Management, LLC, holding Series 63 and Series 65 licenses and 24 years of industry experience. He has previously worked at CapFinancial Securities LLC and CapFinancial Partners LLC, among other firms. Outside of his advisory role, Eisenhauer serves on the boards of the Landa Gardens Conservancy and the Hemisfair Conservancy, both nonprofit organizations focused on land and community preservation. Titleist Asset Management, LLC is an SEC-registered multi-advisor wealth manager serving individuals, trusts, estates, and employer-sponsored retirement plans. The firm employs a Rules Based Investing Total Return approach, combining asset allocation strategies with quantitative and third-party research, and offers a range of services including portfolio management, financial planning, and retirement plan consulting.

Lee Daniels is a CFP® and holds a Series 66 license, with 21 years of industry experience. He is currently with Titleist Asset Management, LLC and Titleist Capital, LLC, and also serves as managing partner at The XPO Partners, LLC, an accounting and tax firm. His prior experience includes time at Park Avenue Securities and various insurance agencies. Titleist Asset Management, LLC is a multi-advisor wealth management firm serving individuals, trusts, estates, and retirement plans, offering discretionary portfolio management and financial planning. The firm employs a Rules Based Investing Total Return System and utilizes an investment committee to oversee client-specific asset-allocation strategies.

Marc York is a Series 66-credentialed financial advisor at Titleist Asset Management, LLC with 25 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC for a combined nine years. Outside of his advisory role, York is involved in managing private investment entities with his spouse. Titleist Asset Management, LLC is a multi-advisor wealth manager serving individuals, trusts, estates, and employer-sponsored retirement plans. The firm uses client-specific asset allocation strategies overseen by an investment committee and employs a Rules Based Investing Total Return System that incorporates quantitative, technical, and third-party research.

Joe Ben O'banion is an advisor with Titleist Asset Management, LLC based in San Antonio, TX. He holds Series 63 and Series 66 designations and has 26 years of industry experience. O'banion has been involved with affiliated firms since 2003, serving in various managing partner roles. Titleist Asset Management, LLC is an SEC-registered multi-advisor wealth manager serving individuals, trusts, estates, and employer-sponsored retirement plans. The firm offers discretionary portfolio management and financial planning with client-specific asset-allocation strategies guided by a Rules Based Investing Total Return System and an investment committee.

Marc Marquez is a financial advisor with Titleist Asset Management, LLC, holding a Series 66 designation and 24 years of industry experience. He has worked at Ameriprise Financial Services, Inc. for nine years and served as President and Owner of Sagaboy Holdings, Inc. Outside of his advisory roles, he manages an independent contractor business through Sagaboy Holdings. Titleist Asset Management is an SEC-registered multi-advisor wealth management firm that serves individuals, trusts, estates, and retirement plans. The firm employs a Rules Based Investing Total Return System with client-specific asset allocation strategies monitored by an investment committee.

Carlos Castorena is a financial advisor at Titleist Asset Management, LLC with two years of industry experience. He holds a Series 65 designation and has worked previously at Broadway Wealth Solutions, Principal Financial Group, and USAA. Outside of his advisory role, he owns rental homes as a part-time activity. Titleist Asset Management, LLC is an SEC-registered multi-advisor wealth manager serving individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm offers discretionary portfolio management and financial planning through client-specific asset-allocation strategies, employing a Rules Based Investing Total Return System overseen by an investment committee.

Richard Judd is a CFP®, ChFC®, and Series 66 licensed financial advisor with 25 years of industry experience. He is currently with Titleist Asset Management, LLC, where he has worked since 2023, and he has been associated with Titleist Capital, LLC since 2015. In addition to his advisory work, Judd is an independent pilot contractor. Titleist Asset Management, LLC is an SEC-registered multi-advisor firm serving individuals, trusts, estates, and employer-sponsored retirement plans. The firm offers discretionary portfolio management and financial planning, employing a Rules Based Investing total return system complemented by quantitative and macro-driven strategies.

Cameron Blake is a financial advisor at Titleist Asset Management, LLC with one year of industry experience. He holds a Series 65 designation and has been with Titleist since 2023 following a period as a student. Titleist Asset Management, LLC is a multi-advisor wealth management firm serving individuals, trusts, estates, and employer-sponsored retirement plans. The firm offers discretionary portfolio management and financial planning using client-specific asset-allocation strategies and a Rules Based Investing Total Return System that incorporates quantitative, technical, and third-party research.

Ann Barham is a financial advisor at Titleist Asset Management, LLC with five years of industry experience. She holds a Series 66 designation and has previously worked at Edward Jones, Gracelets, Wholy Created, and Taaffe & Associates, PC. Titleist Asset Management, LLC is an SEC-registered multi-advisor wealth manager serving individuals, trusts, estates, and employer-sponsored retirement plans. The firm offers discretionary portfolio management, financial planning, and retirement plan consulting using client-specific asset allocation strategies overseen by an investment committee.