Mary Haselhorst is a financial advisor with Inflection Financial in San Antonio, TX, holding Series 63 and Series 65 designations and 18 years of industry experience. Her prior roles include positions at Financial Life Advisors and Commonwealth Financial Network. Inflection Financial provides investment advisory services to employer-sponsored 401(k) plans and individual wealth management clients, focusing on an evidence-based, long-term investment approach that incorporates broad diversification and cost-efficient implementation. The firm also offers a Financial Advice Center with one-on-one video consultations for plan participants.

Philip White Jr. is a CFP®, CFA®, and ChFC® with 21 years of experience in financial advising. He is currently with Inflection Financial and has previously worked at myFinancialAnswers, LLC, Retirement Plan Fiduciaries, LLC, Dc Advisors, LLC, and USAA Financial Planning Services. Outside of advising, he is a minority owner of a quick-serve restaurant franchise and serves on the board of a multi-family real estate investment trust, where he chairs the compensation committee. Inflection Financial provides investment advisory services to employer-sponsored 401(k) plans and individual clients, focusing on evidence-based, long-term investment strategies and comprehensive financial planning. The firm manages approximately $491 million in client assets and offers plan-level discretionary investment management alongside personalized wealth management.