John Rizzo is a CFP® professional with 18 years of experience currently serving at Alamo Advisors, LP since 2007. Prior to joining Alamo, he operated his own CPA firm, John J. Rizzo, Jr. CPA PC, for 26 years. Alamo Advisors, LP provides investment advisory services primarily to high-net-worth individuals and charitable organizations, focusing on manager selection and oversight while managing client assets on a non-discretionary basis. The firm emphasizes due diligence, customized portfolio solutions, and offers accounting and tax preparation services alongside its investment advisory work.

Daniel Peterson is a CFP® and PFS™ with 26 years of industry experience. He has been with Alamo Advisors, LP since 2002. Alamo Advisors serves high-net-worth individuals and charitable organizations by providing investment advisory services focused on selecting and monitoring unaffiliated third-party money managers. The firm manages nearly $3.9 billion across about 231 clients, primarily on a non-discretionary basis, and emphasizes aligning investments with clients’ objectives and risk tolerances.

Robert Johnson is a CFP® and PFS™ credentialed financial advisor with 27 years of industry experience. He has worked at Alamo Advisors, LP and RNJ Management, LLC since 2002 and previously was with Ernst & Young Investment Advisers LLP from 1999 to 2002. Alamo Advisors, LP serves high-net-worth individuals and charitable organizations by providing investment advisory services focused on selecting and monitoring unaffiliated third-party money managers. The firm manages approximately $3.9 billion across 231 clients, primarily on a non-discretionary basis, and emphasizes personalized investment policy development and ongoing manager oversight.