Priscilla Shuster

Michael Russell is the principal of Russell Advisory Group, Inc., an independent registered investment adviser based in New Braunfels, TX. He holds a Series 66 designation and has eight years of industry experience. In addition to his advisory role, Russell serves as an adjunct faculty member at Dallas College and provides private music instruction in singing, piano, and saxophone. He is also president of Dynavision, Inc., a contact lens export business. Russell Advisory Group, Inc. serves individuals, families, private business owners, trusts, and corporate clients, offering financial advisory and business consulting services. The firm emphasizes individualized security selection supported by fundamental, technical, and cyclical analysis, with portfolios constructed from equities, ETFs, and government securities, and employs strategies such as covered options and short sales where appropriate. The firm operates a discretionary wrap fee program and focuses on tax-efficient multigenerational planning while managing a small client base.

I have a passion and talent for translating concepts of personal finance and investing into everyday common English that even my children understand. I have been fortunate to live out that passion for the last 12 years, but now I'm looking to combine it with a personal, concierge level of service. I just began my my own practice at the beginning of 2020, By limiting the number of clients I serve, I can deliver world-class financial advice and still have time remaining to spend with my wife, three children, mother, and three pets. I hold both the CFP® and AIF® designations along with a bachelor's degree in journalism.

John Nau is a financial advisor with The Legacy Collaborative, Inc. in San Antonio, TX, holding a Series 63 designation and over 40 years of industry experience. He has been with The Legacy Collaborative since 1997 and is also affiliated with World Equity Group since 2015. Outside of his advisory role, Nau serves as co-trustee of a special needs trust and is involved in several insurance-related enterprises, including serving on the board of a life insurance producer group. The Legacy Collaborative is a small, fee-based advisory firm serving primarily high-net-worth individuals, corporations, and various types of trusts and charitable organizations. The firm focuses on financial planning and portfolio management, often assisting clients in selecting professional portfolio managers rather than managing discretionary accounts directly.

Garrick Ruiz is a financial advisor with Aquifer Asset Management, LLC in San Antonio, TX. He holds the ChFC® designation and has 16 years of industry experience. His prior work includes roles at Carolina Financial Securities, LLC, Sendero Wealth Management, LLC, and USAA Investment Management Company. Ruiz is also licensed as a General Lines insurance agent in Texas. Aquifer Asset Management, LLC provides discretionary portfolio management services to individuals and high-net-worth clients, using a combination of fundamental, technical, charting, and cyclical analysis and implementing both long-term and short-term trading strategies across mutual funds, ETFs, equities, and bonds. The firm operates with a single adviser and maintains client-directed custodians without aggregating trades or participating in wrap fee programs.

Anthony Vasquez is a financial advisor at Avora Wealth LLC in San Antonio, TX, holding a Series 66 designation with three years of industry experience. His prior roles include positions at Mass Mutual Investors Services and Reliance Financial Partners. He is also a licensed insurance professional. Avora Wealth LLC is a registered investment adviser serving individuals, high-net-worth clients, trusts, estates, and businesses. The firm offers discretionary portfolio management and financial planning, employing a primarily long-term investment approach using ETFs, stocks, and bonds.

Hello, I'm Tess Downing. I am the founder and lead financial advisor of Complete View Financial LLC, a fee-only financial planning firm serving individuals and families who are either retired or nearing retirement. We are retirement-focused and specialize in planning and collaborating with retirees to make the most of their financial journey. We want to partner with you in your journey by helping you set financial goals and empowering you with the financial knowledge you need for success through transparent and honest guidance. Our mission is to provide clients with peace of mind regarding their financial picture so they are able to focus on the things that matter most to them. Since our inception, we have spent numerous hours collaborating with those preparing for retirement and current retirees to better understand the true concerns, aspirations, and desires that lie ahead for late adulthood. I have been named to the Investment News list of “40 Under 40” which features the best professionals among the financial advice industry’s up-and-comers. I have also been repeatedly recognized in Northern Virginia Magazine’s list of Top Financial Advisors. I earned my Master of Business Administration degree from Texas Tech University. I also graduated magna cum laude with a Bachelor of Science in Personal Financial Planning from TTU. Before founding Complete View Financial, I worked in the fee-only financial planning and investment management industry with highly reputable firms on the East Coast. On a personal note, when I am not working with clients, I am with my family, my husband and two daughters. We have our hands full and typically have busy weekends with swim parties, ballet, family visits, and movie nights. We love to travel and are now hoping to pass on that passion to our children. When I do manage to escape for a night, I enjoy trying the best new restaurants which then necessitates being a body pump fanatic at my local gym.