Monique Michelle Cassidy

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.

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.

Don Slabaugh is the sole advisor at Don A. Slabaugh, LLC in San Antonio, TX, holding a ChFC® designation and Series 63 and 65 licenses with 26 years of industry experience. His career includes three years at Wells Fargo Clearing before founding his current firm, where he has been providing advisory services since 2003. Don A. Slabaugh, LLC offers discretionary portfolio management primarily for individual investors, focusing on equity portfolios with an emphasis on mid- to large-cap common stocks that have dividend potential above risk-free returns. The firm employs a combination of fundamental analysis from multiple analysts and technical charting for investment selection and timing, maintaining relatively concentrated portfolios typically consisting of 10 to 20 holdings.

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.