Anand Bhakta

Steven Parker is a CFA® charterholder with 13 years of industry experience. He has been with Cypress Wealth Advisors, LLC since 2012. Outside of his advisory role, he owns Parker Capital Holdings LLC, which holds an office condominium in Shavano Park, TX. Cypress Wealth Advisors serves primarily high-net-worth individuals and business entities, offering discretionary portfolio management and financial planning tailored to clients’ goals and risk tolerances. The firm employs a mix of fundamental, technical, charting, and cyclical analysis, utilizing both long- and short-term trading as well as options strategies while managing client assets internally.

Mauricio Sanchez is a financial advisor at Portafolio Capital Management in San Antonio, TX, with 10 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 finance, he is the founder and Chief of Strategy at GuruPresario LLC, a consulting firm that helps small business owners develop marketing and strategic skills. Portafolio Capital Management provides discretionary portfolio management and financial planning primarily for high-net-worth individuals, families, trusts, charitable organizations, endowments, and businesses. The firm employs a top-down, asset-allocation approach with a focus on sector analysis and offers several investment strategies including a proprietary Tactical Sector Rotational strategy.

Dantonio Fowler is a financial advisor at Conceptum Strategies with two years of industry experience. He holds Series 63 and Series 65 designations and has prior experience at Primerica Advisors and the United States Department of Justice. Outside of his advisory role, he manages a social media management company, HIAS Media Management. Conceptum Strategies offers customized advisory services to individuals, families, trusts, foundations, and small businesses, combining discretionary portfolio management with financial and retirement planning, tax-efficient strategies, and ESG investing. The firm employs a mix of fundamental, technical, and quantitative analysis and incorporates strategic asset allocation, tactical adjustments, tax-loss harvesting, and ESG integration to align portfolios with client objectives.

Karan Bhanot is a financial advisor at OAGH with 10 years of industry experience and holds a Series 65 designation. He has been a finance professor at the University of Texas at San Antonio since 1997. Bhanot serves on the Board of Directors of IATRICA, a research company collaborating with Johns Hopkins University on cancer research. OAGH, LLC is an independent investment management firm that provides portfolio management services to institutional clients such as pooled investment vehicles, corporations, endowments, and foundations, as well as individuals, trusts, and estates. The firm employs discretionary management across various asset classes using fundamental, technical, quantitative, and qualitative analysis with both long- and short-term strategies.

Ronnie Haim is a financial advisor at Capital Alliance Wealth Management in San Antonio, TX, holding a Series 66 designation with 22 years of industry experience. His prior roles include positions at LPL Financial LLC, Independent Financial Partners, and IFP Securities, LLC. In addition to advisory services, he is licensed to sell fixed universal life insurance policies through multiple carriers. Capital Alliance Wealth Management provides asset management, financial planning, and retirement plan consulting to individuals, trusts, estates, and business entities. The firm utilizes a combination of fundamental and technical analysis alongside modern portfolio theory, offering tailored strategies including hedging tools and alternative investments, with a noted focus on employer-sponsored retirement plan consulting and fiduciary services.

Luke Scamardo is the principal of Scamardo Financial LLC, an independent advisory firm based in Helotes, TX. He holds the CFP® designation and a Series 66 license, with 22 years of industry experience. He has been with Scamardo Financial since its founding in 2004. Scamardo Financial provides portfolio management, financial planning, and pension consulting to individual clients and pension or profit-sharing plans. The firm emphasizes non-discretionary management and uses fundamental analysis with long-term purchase strategies, tailoring investment policy statements to each client.