Alec Blaine Walker

Justin Allen is a Financial Advisor with SageSpring Wealth Partners, where he helps individuals, families, and business owners make confident financial decisions through comprehensive planning and investment management. Justin believes financial advice should be understandable. Rather than relying on jargon or complicated strategies, he takes the time to educate clients on how their financial lives fit together—from investing and retirement planning to taxes, insurance, estate planning, and income distribution. His goal is for every client to understand not only what they're doing, but why they're doing it. As an independent, fee-based advisor, Justin works as a fiduciary, building investment portfolios and financial plans tailored to each client's unique goals. He believes that good financial planning extends well beyond investment performance. Coordinating taxes, retirement income, risk management, healthcare decisions, estate planning, and behavioral coaching are all critical pieces of helping clients achieve long-term financial success. Justin serves clients throughout Texas and across the country. He has a particular passion for helping retirees, pre-retirees, professionals, and business owners navigate life's biggest financial decisions with clarity and confidence. Outside of the office, Justin enjoys spending time with his wife, Abbie, golfing, hunting, fishing, and exploring the outdoors.

David Bartoski is a CFP® professional with 16 years of industry experience, currently serving as the sole advisor at Forma Financial Planning in Boerne, TX. His prior experience includes roles at USAA and USAA Investment Management Company over the course of 11 years. Forma Financial Planning LLC is a fee-only registered investment adviser that offers discretionary investment management and comprehensive financial planning primarily to individuals and high-net-worth households. The firm employs an investment approach based on asset allocation principles from Modern Portfolio Theory, utilizing a mix of passive and active funds, ETFs, individual securities, and model portfolios to achieve diversification and tax efficiency.

John Carr is a CFP® and Series 63 registered financial advisor with 18 years of industry experience. He is the principal of Carr Consulting P.A., an independent firm based in San Antonio, TX. Prior to founding his firm, he has been associated with H.D. Vest Investment Securities, Inc. since 1998. Outside of advisory services, Carr is a licensed CPA and owns several businesses focused on accounting, tax preparation, and financial services. Carr Consulting P.A. provides portfolio management and financial planning to individual investors, businesses, non-profits, and institutional clients. The firm combines fundamental and technical analysis in its investment approach, offers both discretionary and non-discretionary management, and integrates accounting and tax services through affiliated businesses.

Scott Peebles is a financial advisor at Trellisent Investments in San Antonio, TX, with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Trellisent Investments since 2009. Trellisent Investments provides comprehensive wealth management services, including financial, retirement, and estate planning, as well as discretionary portfolio management for individuals, trusts, estates, and retirement accounts. The firm focuses on fundamental analysis-driven investment decisions and offers a limited client roster to maintain a high asset-per-client relationship.

Fair Oaks Financial LLC was founded in 2020 and began operations in 2021 amid the COVID-19 Virus era. Many changes were taking place and people were reevaluating their lives in the face of the pandemic. Suddenly life took on different priorities and meaning and one did not know if they would be affected and to what extent. This brought to attention many overlooked items, that people were waiting to get around to, and brought them to the forefront. Questions like "if something were to happen to me, am I prepared?" My goal is to help you prepare for an uncertain future. There are many things that can be done to reduce anxiety in these stressful times. As a Fiduciary Advisor, I will be working with you to develop a plan that is customized to address your needs and desires. Being a Fiduciary means acting in your best interest. I enjoy helping people make sense of a complex set of choices, objectively weighing the pros and cons, and making informed decisions consistent with their long-term goals. I have been working in the investment business for more than 25 years. I have seen complexity keep people from making the decisions needed to accomplish their goals. I enjoy helping explain things in a way that makes sense. Warren Buffet says "investing is simple, it's just not easy." Having a guide on your journey to help make decisions that will impact your future is not only important but essential. We all need objective advice, void of conflicts, to help us make wise decisions.

Mauricio Sanchez is a financial advisor at Portafolio Capital Management with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Martin Capital Advisors, LLP and JPMorgan Securities LLC. Outside of his advisory work, he is the founder and Chief of Strategy of GURUPRESARIO LLC, a marketing and consulting business that helps small business owners develop operational skills. Portafolio Capital Management is an independent, fee-only registered investment adviser serving high-net-worth and ultra-high-net-worth individuals, families, trusts, estates, charitable organizations, endowments, and businesses. The firm manages discretionary portfolios with a focus on strategic asset allocation and offers several portfolio strategies, including a proprietary Tactical Sector Rotational strategy and an Alpha Long-Term Growth strategy, as well as customized options.