Michael Russell is the principal of Russell Advisory Group, Inc., an independent registered investment adviser based in New Braunfels, TX. He holds a Series 66 designation and has eight years of industry experience. In addition to his advisory role, Russell serves as an adjunct faculty member at Dallas College and provides private music instruction in singing, piano, and saxophone. He is also president of Dynavision, Inc., a contact lens export business. Russell Advisory Group, Inc. serves individuals, families, private business owners, trusts, and corporate clients, offering financial advisory and business consulting services. The firm emphasizes individualized security selection supported by fundamental, technical, and cyclical analysis, with portfolios constructed from equities, ETFs, and government securities, and employs strategies such as covered options and short sales where appropriate. The firm operates a discretionary wrap fee program and focuses on tax-efficient multigenerational planning while managing a small client base.

I have a passion and talent for translating concepts of personal finance and investing into everyday common English that even my children understand. I have been fortunate to live out that passion for the last 12 years, but now I'm looking to combine it with a personal, concierge level of service. I just began my my own practice at the beginning of 2020, By limiting the number of clients I serve, I can deliver world-class financial advice and still have time remaining to spend with my wife, three children, mother, and three pets. I hold both the CFP® and AIF® designations along with a bachelor's degree in journalism.

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.

Brian Ziarnick is the owner and president of Ziarnick Financial LLC, a state-registered investment adviser based in Wimberley, TX. He holds Series 63 and Series 65 licenses and has 13 years of industry experience. In addition to his advisory role, he provides bookkeeping services for two small businesses. Ziarnick Financial LLC primarily operates as a solicitor for Austin Wealth Management and as a life insurance agency. The firm employs a top-down investment process using fundamental, quantitative, charting, and cyclical analysis but does not currently exercise investment discretion or hold client assets.

James Mahan is a financial advisor with South Texas Capital Advisors, LLC in New Braunfels, TX, holding Series 63 and Series 66 licenses and possessing 14 years of industry experience. Prior to joining South Texas Capital Advisors, he worked at Raymond James Financial Services, Inc. Mahan is also the managing member of NB Capital LLC and serves as manager of Solms Landing Development LLC, a non-investment real estate business. South Texas Capital Advisors, LLC provides portfolio and asset management services to high-net-worth individuals, non-profits, and small businesses. The firm uses a combination of fundamental and technical analysis along with third-party research to create customized asset allocations and offers both discretionary and non-discretionary portfolio management.

Jason Grohman is a financial advisor at PLW Financial in New Braunfels, TX, holding a Series 65 designation with eight years of industry experience. He has been with PLW Financial since 2017 and also serves as an active firefighter with the New Braunfels Fire Department. Prior to his advisory role, he was involved with Neighborly Lawn Care. PLW Financial provides financial planning, discretionary investment management, tax preparation, and ERISA plan advisory services to individuals, high-net-worth clients, and small businesses. The firm employs a primarily passive, long-term investment approach using low-cost, diversified index funds and ETFs, and it serves corporate and small-business clients alongside individual investors.

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.

Kenneth Olson is a financial advisor at Olson Wealth Management in New Braunfels, TX, with 13 years of industry experience. He holds a Series 66 designation and has worked at firms including Blackridge Asset Management, Kaarlsen Financial Strategies Group, Peak Brokerage Services, and NEXT Financial Group. Olson is also a licensed insurance agent who occasionally offers insurance products to clients. Olson Wealth Management serves individuals, high-net-worth clients, and corporations by providing portfolio management, financial planning, and educational seminars. The firm employs a long-term trading approach using exchange-traded funds and other securities, and maintains a focus on documented client goals, risk tolerance, and tax considerations.

Ralph Boschert is a financial advisor at Arrowhead Asset Management with 37 years at the firm and nine years of industry experience. He holds a Series 63 designation and is based in Wimberley, TX. Arrowhead Asset Management is a fee-only money manager serving individuals, families, small business owners, and an institutional retirement plan for higher-education professionals. The firm offers discretionary portfolio management tailored to clients’ goals and risk tolerance, employing both technical and fundamental analysis, and emphasizes socially conscious investment screens in its process.

Michael Richardson is the principal of Richardson Financial, Inc., an independent advisory firm based in New Braunfels, Texas. He holds Series 63 and Series 65 licenses and has 26 years of industry experience. Richardson has led Richardson Financial since its founding in 2011. Richardson Financial provides discretionary investment advisory services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm manages diversified portfolios using a fee-only, asset-based model, offering Conservative, Income, and Growth strategies that incorporate fundamental and technical analysis as well as macroeconomic review.

Gregory Snider is a financial advisor with South Texas Capital Advisors, LLC, holding Series 63 and Series 65 designations and 18 years of industry experience. He has worked at Rufus Hayes Asset Management, NB Capital LLC, and Raymond James Financial Services Advisors. Outside of his advisory role, he manages Solms Landing Development LLC, overseeing all business matters. South Texas Capital Advisors serves high-net-worth individuals, non-profits, and small businesses, offering portfolio and asset management with both discretionary and non-discretionary services. The firm employs a combination of fundamental and technical analysis along with third-party research to create customized asset allocations and perform ongoing account monitoring and rebalancing.

Michael Heridia is the sole advisor at Rubicon Investment Management & Analytics with 28 years of industry experience. He has held his current role since 2015 and also maintains an independent insurance sales practice dating back to 1997. Rubicon provides discretionary and non-discretionary investment management and trading services primarily focused on individual equity markets for U.S. high-net-worth individuals, retirement plans, and trusts. The firm employs proprietary quantitative, technical, and fundamental research methods within its CANTATA framework, emphasizing active, shorter-term trading with trade-management tools.

Sherry Neeley is a financial advisor at Authentikos Wealth Advisory LLC with three years of industry experience. She holds the Series 66 designation and previously worked at First Command Insurance Services, INC and related entities. Outside of her advisory role, Neeley provides educational consulting as a special education advocate for parents. Authentikos Wealth Advisory LLC is an SEC-registered investment adviser serving individual clients, retirement accounts, trusts, estates, and select corporate and employee benefit plans. The firm manages approximately $154.8 million in assets and offers discretionary portfolio management, written financial planning, and access to model portfolio solutions through the AE Wealth wrap-fee platform.

Erik Drewry is a financial advisor at Hackett Financial Group, LLC with four years of industry experience. He holds a Series 66 designation and has worked at firms including Ameriprise Financial Services, LLC and Lodestar International LLC. Outside of advising, Drewry is involved in technology research and development through Neutron & Carbon Technologies and owns 8fold Ventures LLC, a private placement business. Hackett Financial Group provides portfolio management and financial planning to individual clients, trusts, estates, corporations, and banking institutions. The firm emphasizes a globally diversified, asset-allocation approach using low-cost ETFs and alternatives, combining discretionary asset management with tax preparation and insurance product offerings.

Allan Jaster is a financial advisor with The Archer Consulting Group, LLC, holding a Series 66 designation and 18 years of industry experience. He has been with the firm since 2011. Outside of his advisory role, he serves as a Colonel in the United States Marine Corps. The Archer Consulting Group provides investment management, financial planning, and qualified retirement plan consulting to individuals, corporate plans, foundations, endowments, and trusts. The firm follows a scientific, systematic investment process under fiduciary standards and offers services primarily through a wrap fee program that includes discretionary portfolio management and specialized support such as expert witness work and special needs planning.

Scott Hackett is a CFP®-certified financial advisor with 19 years of industry experience. He has been with Hackett Financial Group, LLC since 2006. In addition to his advisory role, he works as an independent insurance agent. Hackett Financial Group provides portfolio management and financial planning services to individuals, trusts, estates, corporations, and banking institutions. The firm employs an asset-allocation approach emphasizing global diversification, low-cost ETFs, and tax efficiency, while also incorporating structured banknotes and a blend of fundamental, technical, and cyclical analysis in its portfolio construction.

Jason Hurta is a financial advisor with Fulcrum Wealth Management in New Braunfels, TX, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked with Fulcrum Equity Management, LLC dba Providence Wealth Management since 2019 and previously with Securities America Advisors, Inc. and Securities America, Inc. Additionally, he offers accident and disability insurance through Aflac as a supplemental service to his advisory work. Fulcrum Equity Management, LLC provides discretionary portfolio management, financial planning, and consulting to individuals, employee benefit plans, and registered investment advisers. The firm employs a range of investment strategies including fundamental and technical analysis, ETFs, mutual funds, and direct indexing, and serves as both a wrap-fee program sponsor and sub-advisor to other investment advisers.

Jim Crider is a CFP® and Series 66-licensed financial advisor with nine years of industry experience. He has worked at Intentional Living FP since 2020 and previously held roles at PAX Financial Group and Fidelity Investments. Outside of his advisory work, he is Owner and Consultant at Intentional Leaders Society LLC and Co-Founder and Money Coach at Intentional Money LLC, both non-investment-related activities. Intentional Living FP serves individuals, high-net-worth families, and businesses by providing discretionary investment management and comprehensive financial planning, including retirement, estate, and business planning. The firm primarily uses a passive, asset-allocation investment approach combined with fundamental and technical analyses and offers educational seminars separate from product sales.

James Bergis is a financial advisor with Authentikos Wealth Advisory LLC, holding a Series 65 credential and six years of industry experience. He has previously worked at Regent Financial and Insurance Services, LLC and Regent Wealth Management. Outside of his advisory work, Bergis owns and operates Bergis Builds, a woodworking and metal fabrication business. Authentikos Wealth Advisory LLC serves individual clients, retirement accounts, trusts, estates, and select corporate and employee benefit plans. The firm offers discretionary portfolio management, financial planning, third-party money manager oversight, and access to model portfolio solutions through a wrap-fee platform.