Kathleen Kim Kempf

Helen Dao is a CFP® professional with 19 years of experience in the financial industry. She is currently with Stirlingshire Investments and had been previously with Money Concepts Capital Corp. Outside of her advisory role, she provides monthly accounting services for select clients through DAO Financial Group, LLC. Stirlingshire RIA LLC offers discretionary portfolio management to individuals, trusts, and other entities across a wide range of wealth levels. The firm employs multiple analysis methods and trading approaches, providing access to diverse investment types and model strategies through the Advyzon marketplace.

David Hillner is the founder and owner of Kindred Peak Wealth Management. He is guided by his ideals and grounded by his pragmatism. He hopes to be as helpful as possible to the people in his life. Sometimes that is helping a person obtain financial clarity and freedom – sometimes it’s just getting tacos on a Tuesday. David obtained an MBA from the University of Texas at San Antonio. He holds the CFP® designation and is a CFA® charterholder. Away from the office, he enjoys playing board games and tennis, skiing, hiking, smoking briskets, and birdwatching. His greatest joy is being with his wife and their three adventurous children.

Bryan Stanley is a financial advisor at Definitive Advisor Group, LLC, holding a Series 65 credential with no prior industry experience. His work background includes positions at Rackspace Technology and Capital Venture Collective LLC, among others. Outside of advising, he has been involved in diverse roles spanning technology, hospitality, and small business operations. Definitive Advisor Group provides non-discretionary investment advisory and financial planning services to individuals, high-net-worth clients, nonprofit organizations, small businesses, estates, and trusts. The firm emphasizes capital preservation and risk management, employing both fundamental and technical analysis while facilitating access to unaffiliated third-party investment managers for discretionary portfolio management.

Garrick Ruiz is an investment advisor with Aquifer Asset Management, LLC in San Antonio, TX, holding the ChFC® designation and Series 63 and 66 licenses, with 17 years of industry experience. He has worked at several firms including Carolina Financial Securities, LLC and Usaa Investment Management Company. Ruiz is also a licensed General Lines insurance agent in Texas. Aquifer Asset Management provides discretionary portfolio management and consulting services to individual and high-net-worth clients, employing a combination of fundamental, technical, and cyclical analysis across diversified mutual funds, ETFs, equities, and bonds. The firm operates with a single adviser under written discretionary authority, using client-directed custodians without aggregating trades or accepting proxy-voting authority.

Anthony Vasquez is a financial advisor at Avora Wealth LLC in San Antonio, TX, holding a Series 66 designation with four years of industry experience. His work history includes roles at Mass Mutual Investors Services and several independent advisory firms. Vasquez is also a licensed insurance professional in an individual capacity. Avora Wealth provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, and businesses. The firm focuses on discretionary portfolio management using ETFs, stocks, bonds, and mutual funds, while also recommending alternative investments and tax-qualified exchange vehicles, with an emphasis on private and alternative investments.

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.