Gregory Thompson is a CFP® with 26 years of industry experience, currently serving as an advisor at Stone Oak Wealth Management, LLC in San Antonio, TX. He has worked with Stone Oak Wealth Management since 2005, including a period at Titleist Asset Management, Ltd. from 2011 to 2017. In addition to his advisory role, he is an independent insurance agent. Stone Oak Wealth Management serves individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and businesses. The firm offers discretionary and non-discretionary portfolio management, financial planning, and pension consulting, utilizing a combination of analytical approaches and trading strategies tailored to client objectives.

Nathan Impellizzeri is a financial advisor at Stone Oak Wealth Management, LLC with three years of industry experience. He holds the Series 66 and Series 63 designations. Prior to joining Stone Oak Wealth Management, he worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities LLC for three years. Stone Oak Wealth Management serves individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and businesses by providing portfolio management, financial planning, and pension consulting. The firm employs a combination of technical, fundamental, and modern portfolio theory approaches in managing assets and offers tailored client solutions that may include third-party money managers.

John Dallahan is a financial advisor at Stone Oak Wealth Management, LLC in San Antonio, TX, with 39 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Raymond James Financial Services and Security Service Federal Credit Union. Stone Oak Wealth Management serves individuals, including high net worth clients, as well as pension and profit-sharing plans, charitable organizations, and businesses. The firm offers discretionary portfolio management, integrated financial planning, and pension consulting, utilizing a model-based, analytical investment approach with both long- and short-term strategies.

Cristina Raft is a financial advisor at Stone Oak Wealth Management, LLC in San Antonio, TX, with 27 years of industry experience. She holds a Series 63 designation and previously worked at Raymond James from 2016 to 2018 before joining Stone Oak Wealth Management in 2018. Stone Oak Wealth Management serves individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and businesses. The firm offers portfolio management, financial planning, and pension consulting, employing a mix of technical, fundamental, and modern portfolio theory approaches along with both long- and short-term trading strategies.