Titleist Asset Management, LLC

Matthew Nerz is a CFA® charterholder and holds a Series 66 license with six years of industry experience. He is currently with Titleist Asset Management, LLC and Titleist Capital, LLC since 2026. He is also a managing partner at The XPO Partners, LLC, an accounting and tax firm. Titleist Asset Management, LLC is an SEC-registered adviser managing approximately $2.43 billion for about 1,600 clients, offering discretionary portfolio management, financial planning, and retirement plan advisory services tailored to client objectives and risk tolerance.

David Smidebush is a financial advisor at Titleist Asset Management, LLC with five years of industry experience. He holds a Series 65 designation and has worked at Titleist Asset Management since 2020. Prior to his current role, he was employed at Escort Radar / Cedar Electronics from 2009 to 2020. Titleist Asset Management, LLC is an SEC-registered investment adviser serving individuals, high-net-worth clients, trusts, estates, and retirement plan sponsors. The firm manages approximately $2.43 billion across a range of allocation strategies and offers discretionary portfolio management, financial planning, and retirement plan advisory services.

Katie Keppler is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Titleist Asset Management, LLC. Her prior roles include positions at Merrill Lynch, Harwood Wealth Management, and Wealth Management Advisors, LLC. Keppler is also involved with Titleist Capital, LLC, an affiliated broker-dealer. Titleist Asset Management, LLC is an SEC-registered investment adviser serving individuals, trusts, estates, and retirement plan sponsors. The firm manages approximately $2.43 billion across tailored portfolio strategies and offers discretionary portfolio management, financial planning, and ERISA retirement plan advisory services.

Roy Bly is a CFP® professional with three years of industry experience, currently serving as an advisor at Titleist Asset Management, LLC. His prior roles include positions at Vision Based Planning and Homrich Berg Wealth Management, as well as experience as an independent contractor. He is involved with Vision Based Planning, an advisory business operating under a dba name. Titleist Asset Management, LLC is an SEC-registered investment adviser managing approximately $2.43 billion across a multi-advisor team of 32 professionals. The firm serves individuals, trusts, estates, and retirement plan sponsors, offering discretionary portfolio management, financial planning, and retirement plan advisory services tailored to clients’ objectives and risk tolerances.

Justin Brady is a financial advisor at Titleist Asset Management, LLC with 21 years of industry experience. He previously worked at Edward Jones for 20 years before joining Titleist Asset Management in 2024. Justin also operates under the name Brady Wealth Management, LLC. Titleist Asset Management is an SEC-registered adviser serving individuals, trusts, estates, and retirement plan sponsors, managing approximately $2.43 billion across various allocation strategies and financial planning services.

Scott Branson is a financial advisor at Titleist Asset Management, LLC with 36 years of industry experience. He has previously worked at Merrill Lynch, Bank of America, and Wells Fargo Advisors. Outside of his advisory work, he holds a one-third ownership in a farm where he manages contracts and crop proceeds. Titleist Asset Management, LLC is an SEC-registered investment adviser serving individuals, trusts, estates, and retirement plan sponsors. The firm manages approximately $2.43 billion across tailored discretionary portfolios using quantitative methods and offers comprehensive financial planning and retirement plan advisory services.

Andrew Brawley is a financial advisor with Titleist Asset Management, LLC, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His prior roles include positions at Raymond James Financial Services and Rademacher Financial Inc. Outside of finance, he owns Frozy's Shaved Ice, LLC, and teaches a discipleship class at Veritas Academy while coaching girls soccer. Titleist Asset Management, LLC is an SEC-registered investment adviser serving individuals, trusts, estates, and retirement plan sponsors. The firm manages approximately $2.43 billion across a variety of allocation strategies and offers discretionary portfolio management, financial planning, and retirement plan advisory services.

Adam Eisenhauer is a financial advisor at Titleist Asset Management, LLC with 24 years of industry experience. He previously worked at CapFinancial Securities LLC and CapFinancial Partners LLC (CAPTRUST) for six years and has held roles at several other firms. Outside of his advisory work, he serves on the boards of the Landa Gardens Conservancy and the Hemisfair Conservancy, both nonprofit organizations in San Antonio focused on community and land preservation. Titleist Asset Management, LLC is an SEC-registered adviser serving individuals, trusts, estates, and retirement plan sponsors. The firm manages approximately $2.43 billion across tailored portfolio strategies and offers financial planning and retirement plan advisory services through a multi-advisor team.

Lee Daniels is a CFP® with 20 years of industry experience and is currently affiliated with Titleist Asset Management, LLC. His prior work includes positions at Park Avenue Securities, The XPO Partners, LLC, and Waddell & Reed, Inc. Outside of his advisory role, he serves as managing partner of The XPO Partners, LLC, an accounting and tax business. Titleist Asset Management, LLC is an SEC-registered investment adviser serving individuals, trusts, estates, and retirement plan sponsors. The multi-advisor team manages approximately $2.43 billion across discretionary portfolio management, financial planning, and ERISA retirement plan advisory services.

Marc York is a financial advisor at Titleist Asset Management, LLC with 24 years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Clearing Services, LLC and Wells Fargo Advisors LLC. Outside of advising, he co-owns several investment-related entities with his spouse, including a private stock holding company and a business operating under a DBA with Titleist Asset Management. Titleist Asset Management, LLC is an SEC-registered investment adviser serving individuals, trusts, estates, and retirement plan sponsors. The firm manages approximately $2.43 billion across defined allocation strategies and offers discretionary portfolio management, financial planning, and ERISA retirement plan advisory services tailored to client objectives and risk tolerance.

Joe Ben O'banion is a financial advisor with Titleist Asset Management, LLC in San Antonio, TX, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has been a managing partner at Titleist Asset Management, Ltd and Titleist Capital, LLC since 2003 and joined Titleist Asset Management, LLC in 2022. Titleist Asset Management, LLC is an SEC-registered investment adviser serving individuals, trusts, estates, and retirement plan sponsors, managing approximately $2.43 billion across about 1,600 clients. The firm offers discretionary portfolio management tailored to client objectives and risk tolerance, financial planning, and ERISA retirement plan advisory services, with an investment committee overseeing allocations using quantitative methods and third-party software.

Marc Marquez is a financial advisor at Titleist Asset Management, LLC with 24 years of industry experience. He holds a Series 66 designation and has worked previously at Ameriprise Financial Services, Inc. and Sagaboy Holdings, Inc., where he served as president and owner. Outside of advisory work, Marquez manages independent contractor activities through a holding company. Titleist Asset Management, LLC is an SEC-registered investment adviser serving individuals, trusts, estates, and retirement plan sponsors. The multi-advisor team manages approximately $2.43 billion across tailored portfolios and provides discretionary portfolio management, financial planning, and retirement plan advisory services.

Carlos Castorena is a financial advisor at Titleist Asset Management, LLC with one year of industry experience. He holds a Series 65 credential and previously worked at Broadway Wealth Solutions, Principal Financial Group, USAA, Alliance Bernstein, and Frost Bank. Titleist Asset Management, LLC is an SEC-registered investment adviser serving individuals, trusts, estates, and retirement plan sponsors. The firm manages approximately $2.43 billion across tailored discretionary portfolios and offers financial planning and retirement plan advisory services through a multi-advisor team.

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 and has been involved with Titleist Capital, LLC since 2015. Outside of finance, he works as an independent pilot contractor. Titleist Asset Management, LLC is an SEC-registered investment adviser serving individuals, trusts, estates, and retirement plan sponsors. The firm manages approximately $2.43 billion across tailored portfolio strategies and offers financial planning and retirement plan advisory services through a multi-advisor team.

Cameron Blake is a financial advisor at Titleist Asset Management, LLC in San Antonio, TX, holding a Series 65 designation with one year of industry experience. He joined Titleist Asset Management in 2023 after completing 11 years as a student. Titleist Asset Management is an SEC-registered investment adviser serving individuals, trusts, estates, and retirement plan sponsors, managing approximately $2.43 billion for about 1,600 clients. The firm offers discretionary portfolio management across multiple allocation strategies, financial planning, and retirement plan advisory services, with portfolios tailored to client objectives and risk tolerance.