Susanne Serna

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.

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.

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.