Issac Gonzalez Jr.

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.

Dantonio Fowler is a financial advisor at Conceptum Strategies in San Antonio, TX, holding Series 65 and Series 63 licenses with two years of industry experience. Prior to founding Conceptum Strategies, he worked with Primerica Advisors and Primerica Financial Services. Outside of his advisory role, he is involved in a social media management business. Conceptum Strategies offers customized advisory services to individuals, families, trusts, foundations, and small businesses, providing discretionary portfolio management and financial planning with an emphasis on tax-efficient strategies and ESG investing. The firm employs a blend of fundamental, technical, and quantitative analysis in its investment approach.

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 a CFP® and holds a Series 66 license with 22 years of experience in financial advising. He has been the sole advisor and principal of Scamardo Financial LLC since 2004. Scamardo Financial LLC provides portfolio management, financial planning, and pension consulting services primarily to individuals, including high-net-worth clients, as well as pension and profit-sharing plans. The firm emphasizes a long-term investment approach driven by fundamental analysis and operates mainly on a non-discretionary basis, requiring client approval before implementation of recommendations.

Qing Selby is a CFP® professional with 12 years of industry experience, currently serving as the sole advisor at Relyon Financial Advisors, LLC in San Antonio, TX. He has led Relyon Financial Advisors since its founding in 2015. Outside of his advisory role, he is involved in IT strategic consulting and program management and acts as a trustee for the Selby Family Trust. Relyon Financial Advisors is an independent, fee-only registered investment adviser that offers financial planning, discretionary wealth management, and limited-scope consulting to individuals, families, corporations, nonprofits, and retirement plans. The firm employs a quantitative, evidence-based investment process featuring a proprietary daily algorithm combined with Modern Portfolio Theory, focusing on low-cost mutual funds and ETFs with ongoing portfolio oversight.

Victor Larsen is a CFP® professional with 38 years of industry experience, currently serving as the sole advisor at Larsen Financial Management. His prior experience includes roles at Sensus Wealth Management Group, National Asset Management, National Securities Corp, and WFG Investments Inc. In addition to his advisory work, Larsen owns and operates a tax preparation and consulting business and is also active as an independent insurance agent and a realtor. Larsen Financial Management is an independent advisory firm providing discretionary asset management and financial planning services to individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and other business entities. The firm uses both fundamental and technical analysis and employs a range of strategies across multiple asset classes, typically under discretionary authority.