David Allen Shields

Santiago Vidales Hildebrandt is a Financial Advisor with Merrill Lynch Wealth Management based in Houston, Texas. He works with high-net-worth individuals, families, family offices, and institutional clients in the US and internationally, focusing on creating personalized wealth management strategies that align with clients’ goals and priorities. Santiago collaborates closely with clients to provide a holistic, goals-based approach by leveraging Merrill’s investment resources and the banking services and lending solutions of Bank of America. Santiago’s areas of expertise include corporate executive services, family wealth management, institutional consulting, international wealth management, legacy planning, philanthropic planning, managing new wealth, small business strategies, and tax minimization. With a background in corporate and investment banking, he applies a multidisciplinary approach encompassing investments, credit and lending, trust and estate planning, and business succession planning to help clients advance their financial objectives. He holds a Personal Investment Advisor (PIA) designation and earned a bachelor's degree from The University of Georgia, along with a non-accredited certificate from Oxford University. Santiago is involved in the community through organizations such as the Houston Food Bank and Houston Habitat for Humanity. Outside of work, he enjoys activities including camping, cooking, hiking, interior decorating, pickleball, soccer, spending time with his family, tennis, traveling, and woodworking.

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.

John Nau is the sole advisor at The Legacy Collaborative, Inc., an independent firm based in San Antonio, TX. He holds a Series 63 designation and has 41 years of industry experience. His career includes over a decade with World Equity Group and nearly three decades with The Legacy Collaborative. Outside of advisory services, he serves as co-trustee of a special needs trust and is involved in several life insurance and annuity-related business activities, including leadership roles in insurance producer groups. The Legacy Collaborative provides financial planning and portfolio management primarily to high-net-worth individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm specializes in estate planning, business succession, retirement, and charitable planning while assisting clients in selecting professional portfolio managers rather than managing most accounts on a discretionary basis.

Bryan Stanley is a financial advisor at Definitive Advisor Group, LLC. He holds a Series 65 designation and is based in Cibolo, TX. His professional background includes roles at Rackspace Technology, Capital Venture Collective LLC, and Amazon, Inc., among others. Definitive Advisor Group provides non-discretionary investment advisory and financial planning services to individuals, high-net-worth clients, nonprofits, small businesses, estates, and trusts. The firm focuses on capital preservation and risk management, using both fundamental and technical analysis to create goal-oriented plans and facilitates access to third-party investment managers when discretionary portfolio management is required.

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.

Robert Gunn is the principal advisor at Gunn & Co Asset Management Inc in San Antonio, TX, with 45 years of industry experience. He has led Gunn & Company Incorporated since 1980. Outside of advisory services, he serves as president of several affiliated entities and is a general partner of a Texas limited partnership. Gunn & Company Asset Management Inc provides asset management services to individuals, high-net-worth clients, estates, charitable organizations, and pooled investment vehicles. The firm employs a combination of fundamental and technical analysis with both long- and short-term strategies, including hedging and leverage, tailoring advice and implementation to each client’s financial situation and risk tolerance.