M. E. Allison & Co., Inc.

Robert Dullnig is a financial advisor at M. E. Allison & Co., Inc. in San Antonio, TX, with 55 years of industry experience. He holds a Series 63 designation and has been with M. E. Allison & Co., Inc. since 2012. Outside of his advisory role, he serves as a board member of the First State Bank of Uvalde. M. E. Allison & Co., Inc. provides portfolio management, financial planning, and 401(k) consulting services to individuals, trusts and estates, bank trust departments, corporations, and retirement plans. The firm manages approximately $287 million in client assets and employs a team of ten advisors who utilize a combination of in-house models and third-party sub-advisers to implement client portfolios.

Cheri Roman is a financial advisor with M. E. Allison & Co., Inc. in San Antonio, TX, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. Prior to joining M. E. Allison & Co., she worked at Roman Agency Inc and AllState Insurance Company for 11 years. Outside of her advisory role, she is a composer and musician, writing and performing music primarily as a volunteer for church services, with some original songs available through digital distribution. M. E. Allison & Co., Inc. serves individuals, trusts, estates, corporations, and retirement plans, providing portfolio management, financial planning, and 401(k) consulting through a combination of in-house and third-party strategies. The firm manages approximately $287 million in assets and operates with a team of ten advisors.

Kenneth Brown is a financial advisor with M. E. Allison & Co., Inc. in San Antonio, TX, holding Series 63, 65, and 66 designations and bringing 63 years of industry experience. He has been with M. E. Allison & Co., Inc. since 2012. M. E. Allison & Co., Inc. serves individuals, trusts and estates, bank trust departments, corporations, and retirement plans, providing portfolio management, financial planning, and 401(k) consulting. The firm employs a combination of in-house model strategies and third-party sub-advisers, offering various investment solutions with both discretionary and non-discretionary arrangements.

Linde Murphy is a financial advisor with M. E. Allison & Co., Inc. in San Antonio, TX, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. Prior to joining M. E. Allison & Co., she worked at Argent Retirement Plan Advisors, LLC. Outside of her advisory role, Murphy provides budgeting and financial counseling for collaborative divorce cases, consults on vodka sales, offers compliance consulting to broker/dealers, and serves as an associate producer for a local docuseries. M.E. Allison & Co., Inc. serves individuals, trusts, estates, corporations, and retirement plans, managing approximately $287 million in assets through discretionary and non-discretionary portfolio management, financial planning, and 401(k) consulting. The firm employs a range of in-house and third-party investment strategies and conducts regular account reviews using technical and fundamental analysis.

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.

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.

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.

Richard Bonner is a financial advisor with M. E. Allison & Co., Inc. in San Antonio, TX, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. Prior to joining M. E. Allison & Co. in 2019, he worked at Cetera Advisors LLC for six years. Outside of advising, he has involvement as a bookkeeper for mineral interest royalties. 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 manages approximately $287 million in client assets and employs a team of ten advisors who implement client portfolios through a combination of in-house strategies and third-party sub-advisers.

Ned Emmons is a financial advisor with M. E. Allison & Co., Inc. in San Antonio, TX, holding Series 63 and Series 65 licenses and bringing 48 years of industry experience. He has been with M. E. Allison & Co., Inc. since 2015. Outside of his advisory role, he engages in the occasional buying and selling of AR-15 rifle parts at local gun shows. M. E. Allison & Co., Inc. serves individuals, trusts and estates, bank trust departments, corporations, and retirement plans, managing approximately $287 million in client assets through discretionary and non-discretionary portfolio management, financial planning, and 401(k) consulting. The firm employs a mix of in-house model strategies and third-party sub-advisers, using technical, charting, and fundamental analysis as part of its investment process.

Kyle Emmons is a financial advisor with M. E. Allison & Co., Inc. in San Antonio, TX, holding a Series 66 designation and seven years of industry experience. He has served as Head Swim Coach for the Vista Del Norte Swim Team and is a board member of the San Antonio Executive Association, a local networking group. M. E. Allison & Co., Inc. serves individuals, trusts, estates, corporations, and retirement plans, providing portfolio management, financial planning, and 401(k) consulting. The firm manages approximately $287 million in client assets through a combination of in-house models and third-party sub-advisers, offering both discretionary and non-discretionary services.

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.