Edwin Peet is the principal advisor at ETF Strategies, LLC, an independent firm based in Bulverde, Texas. He holds Series 63 and Series 65 licenses and has 15 years of industry experience. In addition to his advisory role, he owns and operates Custom Income Solutions, LLC, an investment service and insurance business. ETF Strategies serves individual and high-net-worth clients by providing discretionary portfolio management and financial planning services, including retirement distribution and 401(k) advisory. The firm uses a range of investment vehicles and analytical methods, maintains written Investment Policy Statements for clients, and typically operates on a discretionary basis.

I'm a fiduciary, fee-only financial planner and advisor who founded Fruit of the Vine Financial in 2023 after having worked at two other financial firms. I offer service in three main areas: - comprehensive financial planning to first help people better understand their current financial circumstances and second to provide them an optimal route to meet their financial needs and reach their financial goals, - investment management, providing a choice between general investing and Biblically Responsible Investing (BRI), which is a way to invest in funds that more closely align with Christian principles, - help with setting up business retirement plans and/or serving as a fiduciary advisor to 401(k) plans. Because I'm always trying to improve how I can help my clients navigate their financial lives, I obtained several advanced certifications. I earned the Certified Financial Planner® (CFP®) certification and Retirement Income Certified Professional® (RICP®) designation following programs at The American College of Financial Services. And the Certified Investment Management Analyst® (CIMA®) certification followed from a program through the Yale School of Management. Outside of work, I enjoy kayaking, Bible study, playing my violin, and spending time with my three grown children and with friends. Not only do I have the financial education and professional experience, I also bring the knowledge gained from personal financial experience. From sorting all the finances after the death of a spouse, to helping kids through college, to riding the roller coaster of a major recession, and to starting and running a business, I understand the highs and lows that sometimes accompany the numbers. It helps to partner with a financial professional who's been there and can help you through the ups and downs of your life's journey.

John Carr is a CFP® and Series 63 registered financial advisor with 18 years of industry experience. He is the principal of Carr Consulting P.A., an independent firm based in San Antonio, TX. Prior to founding his firm, he has been associated with H.D. Vest Investment Securities, Inc. since 1998. Outside of advisory services, Carr is a licensed CPA and owns several businesses focused on accounting, tax preparation, and financial services. Carr Consulting P.A. provides portfolio management and financial planning to individual investors, businesses, non-profits, and institutional clients. The firm combines fundamental and technical analysis in its investment approach, offers both discretionary and non-discretionary management, and integrates accounting and tax services through affiliated businesses.

Fair Oaks Financial LLC was founded in 2020 and began operations in 2021 amid the COVID-19 Virus era. Many changes were taking place and people were reevaluating their lives in the face of the pandemic. Suddenly life took on different priorities and meaning and one did not know if they would be affected and to what extent. This brought to attention many overlooked items, that people were waiting to get around to, and brought them to the forefront. Questions like "if something were to happen to me, am I prepared?" My goal is to help you prepare for an uncertain future. There are many things that can be done to reduce anxiety in these stressful times. As a Fiduciary Advisor, I will be working with you to develop a plan that is customized to address your needs and desires. Being a Fiduciary means acting in your best interest. I enjoy helping people make sense of a complex set of choices, objectively weighing the pros and cons, and making informed decisions consistent with their long-term goals. I have been working in the investment business for more than 25 years. I have seen complexity keep people from making the decisions needed to accomplish their goals. I enjoy helping explain things in a way that makes sense. Warren Buffet says "investing is simple, it's just not easy." Having a guide on your journey to help make decisions that will impact your future is not only important but essential. We all need objective advice, void of conflicts, to help us make wise decisions.

Jimmy Hernandez is a financial advisor with Brookstone Wealth Advisors, LLC, holding a Series 65 license and six years of industry experience. He has worked at several firms, including Sherpa Wealth Management LLC and Wealth Watch Advisors. Outside of his advisory role, Hernandez is the principal owner of Sherpa Life, LLC, an insurance agency specializing in funeral and final expense insurance. Brookstone Wealth Advisors provides investment management primarily through sponsored and pooled vehicles, serving retirement plans, trusts, and other institutional clients. The firm uses a combination of active and passive strategies within a networked structure that includes affiliated asset managers and offers a range of planning and implementation services.

Benjamin Hooper is a CFP® and ChFC® credentialed financial advisor with 16 years of industry experience. He is the principal advisor at Comal Wealth Management, an independent firm he has led since 2020. Prior to founding Comal Wealth Management, Hooper worked with USAA in various roles related to investment management and financial planning. Comal Wealth Management provides financial planning, consulting, and discretionary portfolio management to individuals, families, and high-net-worth clients. The firm primarily uses a passive, long-term investment approach with mutual funds and ETFs, while offering customization through individual stocks, ADRs, alternative assets, and digital assets, and maintains a distinct practice of executing trades individually rather than in aggregate.

Martin Altimore is the sole advisor at MSA Capital Management, PLLC, an independent firm based in Fair Oaks Ranch, TX. He holds Series 63 and Series 65 licenses and has nine years of industry experience. Since 2016, he has led Martin S. Altimore Capital Management. MSA Capital Management provides discretionary investment management to individuals, small businesses, charitable organizations, and other entities. The firm employs a Macro Approach to investing, combining technical, fundamental, and economic analysis to construct portfolios of equities, fixed income, ETFs, and cash tailored to clients’ risk tolerance and financial needs.

Ernest De La Rosa Jr. is a financial advisor at Greybridge Private Wealth with six years of industry experience. He holds a Series 66 designation and has worked at firms including Visionary Wealth Partners LLC, Mass Mutual Investors Services, and Equitable Advisors. In addition to his advisory role, he is an independent insurance agent selling life, disability, employee benefits, property and casualty, fixed annuities, and health insurance through various carriers. Visionary Wealth Partners LLC provides investment management, financial planning, and retirement-plan consulting to clients such as trusts, estates, charitable organizations, corporations, and pension and profit-sharing plans. The firm emphasizes passive investment management using diversified, low-cost index funds and ETFs, along with asset allocation, periodic rebalancing, and tax-aware strategies.

Roger Graham is a financial advisor at Braintrust Capital, LLC in San Antonio, TX, with 14 years of industry experience. He previously worked at Wells Fargo Clearing Services LLC and UBS Financial Services Inc. Graham holds a Series 66 designation. Braintrust Capital serves individuals, trusts, retirement plans, and business clients with advisory services including asset management, portfolio management, financial planning, and retirement plan consulting. The firm employs a variety of investment strategies and manages both discretionary and non-discretionary accounts.

I build Personalized Financial Plans for every client to address important “Real Life” financial issues including Financial & Retirement Planning, Investments, Income Tax Planning, Executive Benefits & Compensation Planning, Insurance & Risk Management Planning, Social Security & Pension Planning, Multi-Generational Trusts, and Estate Planning. In addition, I have specialized expertise with Executive Benefits & Compensation Planning for Restricted Stock (RS), Restricted Stock Units (RSUs), Performance Shares (PS), Non-Qualified Stock Options (NQSO), Incentive Stock Options (ISO), Employee Stock Purchase Plans (ESPP), Non-Qualified Deferred Compensation Plans (NQDC), Net Unrealized Appreciation (NUA), 457(b) "Double-Limit Catch Up" Provisions, and 457(f) Non-Qualified Deferred Compensation Plans. Why work with a Fee-Only CERTIFIED FINANCIAL PLANNER® professional? Anyone can call themselves a Financial Advisor, but not everyone is held to the Fiduciary Standard of Care. Independent, Fee-Only, Financial Planners combine advanced training, fiduciary ethics, and complete transparency to help you make confident financial decisions during every stage of life. What does “Fee-Only” really mean? A Fee-Only Financial Planner is only compensated by clients. They do not receive any commissions, incentives, or compensation for selling financial products. No sales pressure. No hidden fees. No product bias. You simply pay for objective financial expertise and guidance. How does a Fee-Only Financial Planner plan for every stage of your life? A Fee-Only Financial Planner creates a clear, coordinated, and personalized Financial Plan which covers all aspects of your financial life. Your plan may include monthly cash flow & spending plan, retirement income & retirement distribution strategies, investment management and guidance, tax efficiency and Multi-Year tax planning strategies, insurance & risk management, liquidity planning, education planning, and family legacy goals. Professional Credentials: Master of Science (M.S.) Degree in Personal Financial Planning CERTIFIED FINANCIAL PLANNER® Professional Chartered Retirement Planning Counselor (CRPC®)

Simon Saberon is a financial advisor at Saber and Shield Wealth Management, L.L.C., holding a Series 65 designation with six years at the firm. He has been a U.S. Army ROTC Cadet and Scholarship Recipient since 2022. Saber and Shield Wealth Management provides discretionary and non-discretionary portfolio management to individuals, families, entities, retirement plans, trusts, estates, and small businesses. The firm employs a globally diversified investment approach grounded in modern portfolio theory, using mutual funds, ETFs, and individual equities alongside fundamental and economic cycle analysis.

Anton Bayer is a CFP® with 23 years of industry experience, currently serving as the sole advisor at UP Capital Management, Inc. He has worked at UP Capital Management since 2012 and has prior experience with Harris Bay, LLC and Financial Time Traveler, Inc. Bayer is also an author of the books "Exposing the Myths of Financial Success" and "Physicians Guide to Wealth." UP Capital Management, Inc. provides investment advisory and financial planning services to individuals, trusts, retirement plans, and other entities. The firm employs model portfolios and a combination of tactical and strategic asset-allocation methods, offering both discretionary and non-discretionary account management along with client education through newsletters, seminars, and workshops.

Shelby Saberon is a Series 65 licensed advisor with 10 years of industry experience. She has been with Saber and Shield Wealth Management, L.L.C. since 2017 and previously worked at Retirement Wealth Advisors, Inc., Evident Wealth, and Mann Mortgage. Outside of financial advising, Saberon has been involved with The Passion Travel Company since 2001. Saber and Shield Wealth Management, L.L.C. provides discretionary and non-discretionary portfolio management services to individuals, families, entities, retirement plans, trusts, estates, and small businesses. The firm employs a modern portfolio theory approach with globally diversified portfolios and uses fundamental analysis alongside market trend and economic cycle reviews.

William Young is a financial advisor with Stronghold Capital Partners LLC in New Braunfels, TX. He holds Series 63 and Series 65 licenses and has 29 years of industry experience, including 15 years at LPL Financial and 8 years with GRS100. Outside of his advisory work, he is an insurance agent through GRS100, transacting in insurance-related products. Stronghold Capital Partners provides portfolio management, financial planning, and ERISA advisory services to individuals and businesses. The firm primarily operates as a solicitor for third-party managers, serving several hundred client relationships with a focus on written investment policy statements, regular portfolio monitoring, and a combination of fundamental, technical, and charting analyses.

Barret Kolle is a financial advisor at Avid Wealth Partners, LLC with 13 years of industry experience. He holds the ChFC® designation and securities licenses Series 63 and Series 65. His prior experience includes roles at Northwestern Mutual and New Edge Advisors. Outside of his advisory role, he is involved in Avid Risk Management, focusing on insurance and financial planning. Avid Wealth Partners provides financial planning, consulting, and investment management services to a diverse client base, including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs a goal-oriented, planning-driven investment approach emphasizing low-cost asset allocation, downside protection, and tax minimization, often incorporating mutual funds, ETFs, individual securities, and fixed income into client portfolios.

Russell Thamm is a financial advisor at Teamwork Financial Advisors, LLC with a Series 65 designation and one year of industry experience. His prior experience includes roles at rebel Financial and academic positions at Texas Tech University and Central Texas College. Teamwork Financial Advisors serves individual and high-net-worth investors, as well as retirement plans, trusts, estates, and business entities, providing asset management, financial planning, and referrals to third-party money managers. The firm employs a strategic asset-allocation approach with a core-and-satellite structure, combining fundamental, technical, and cyclical analysis to build and rebalance client portfolios.

Roberto Cano is a financial advisor with Alterna Wealth Management, Inc. in San Antonio, TX, holding a Series 66 designation and three years of industry experience. Prior to joining Alterna Securities in 2022, he worked at Ernst & Young from 2020 to 2022 and was affiliated with the University of Texas at San Antonio from 2015 to 2019. Alterna Wealth Management provides investment advisory and portfolio management services to individuals, high-net-worth clients, trusts, estates, institutions, charitable organizations, and offshore trusts. The firm employs a global, diversification-focused investment approach and manages approximately $1.2 billion across discretionary and non-discretionary accounts.

Michael Srulowitz is a financial advisor at Teamwork Financial Advisors, LLC in San Antonio, TX, with 18 years of industry experience. He holds the Series 63 and Series 65 designations and has worked with First Command Financial Services and its affiliated entities since 2008. Teamwork Financial Advisors serves individual and high-net-worth investors, as well as retirement plans, trusts, estates, and business entities, offering asset management, written financial planning, and referrals to third-party money managers. The firm employs a strategic asset-allocation approach with a core-and-satellite structure, integrating fundamental, technical, and cyclical analysis to build and rebalance client portfolios.

Steven Bankler is a financial advisor at Financial Transparency with over 25 years of industry experience. He holds the PFS™ designation and Series 66 license. Bankler has held roles at multiple firms, including founding Bankler Advisory Services, LLP and operating Steven Bankler, CPA, Ltd. Outside of advising, he serves as the US Region's International Representative on the board of the International Association of CPA Firms and is involved in several professional organizations related to accounting and business coaching. Financial Transparency provides ongoing asset management and financial planning services to individuals, retirement plans, businesses, and charitable organizations. The firm offers discretionary asset management through a range of programs, including passive and active models as well as customized managed accounts, and operates as a fiduciary using Modern Portfolio Theory and the Efficient Market Hypothesis.

Antun Domit is a financial advisor at Alterna Wealth Management, Inc. with 11 years of industry experience. He holds the Series 66 designation and has worked at Actinver Wealth Management, Inc. and Actinver Securities, Inc. since 2014. Alterna Wealth Management provides investment advisory and portfolio management services to a diverse client base including individuals, high-net-worth clients, trusts, estates, institutions, charitable organizations, and offshore trusts. The firm employs a global, diversification-focused investment approach with tailored strategies and dynamic models, serving a substantial non-U.S. client base primarily from Latin America.