Michael Russell is the principal of Russell Advisory Group, Inc., an independent registered investment adviser based in New Braunfels, TX. He holds the Series 66 designation and has nine years of industry experience. In addition to his advisory role, Russell is president of Dynavision, Inc., a contact lens export business, and provides private music education in singing, piano, and saxophone, including teaching music courses as an adjunct faculty member at Dallas College. Russell Advisory Group, Inc. serves individuals, families, private business owners, trusts, and corporate clients by offering financial advisory and business consulting services, including discretionary portfolio management. The firm employs an investment approach centered on individual security selection supported by fundamental, technical, and cyclical analysis and utilizes investment policy statements to align allocations with clients’ risk tolerances and time horizons.

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.

James Mahan is a financial advisor at South Texas Capital Advisors, LLC in New Braunfels, TX, with 15 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Raymond James Financial, J.P. Morgan Securities, and Merrill. Outside of his advisory role, he serves as managing member of NB Capital LLC and is involved in other business activities including managing a real estate development company in New Braunfels. South Texas Capital Advisors is an independent registered investment adviser providing discretionary asset management and portfolio services to individuals, high net worth clients, non-profits, and small businesses. The firm uses a combination of fundamental and technical analysis, generally pursuing long-term purchase strategies alongside periodic rebalancing and reviews, managing approximately $167.2 million in client assets.

John Hall is the sole advisor at JW Hall Financial LLC in New Braunfels, TX, with two years of industry experience. He holds the Series 66 designation and previously worked at J.P. Morgan Chase Securities LLC and Acadian Capital Group. Before entering the financial industry, he was employed at Planet Nutrition. JW Hall Financial LLC is a fee-only registered investment adviser serving individuals, high-net-worth clients, and businesses. The firm offers discretionary and non-discretionary portfolio management using both passive and active strategies informed by modern portfolio theory and technical analysis, operating primarily through remote communication.

Elden Charles is an advisor at Vestted Wealth Advisors in New Braunfels, Texas, holding Series 63 and Series 65 licenses. He has worked with Vestted, LLC since 2025 and has prior experience with Lionchase Holdings and Lionchase North America dating back to 2015. Vestted, LLC is a Texas-based independent investment adviser serving high-net-worth individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers comprehensive financial planning and both discretionary and non-discretionary portfolio management, emphasizing fundamental analysis, asset allocation, and long-term investing, along with specialized services for institutional clients and private equity sponsors.

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® with 17 years of experience in financial planning and investment management. He has worked at USAA in various roles from 2009 to 2020 before founding Comal Wealth Management in 2020. Outside of advisory services, he operates a separate financial software business. Comal Wealth Management provides financial planning, consulting, and discretionary investment management to individuals, high-net-worth clients, and families. The firm employs a primarily passive, long-term investment approach using mutual funds and ETFs, while customizing portfolios with individual securities or alternative assets as needed.

Kenneth Olson is the sole advisor at Olson Wealth Management in New Braunfels, TX, with 13 years of industry experience. He holds a Series 66 designation and previously worked at Blackridge Asset Management, Kaarlsen Financial Strategies Group, and Peak Brokerage Services. Olson is also a licensed insurance agent and occasionally offers insurance products to clients. Olson Wealth Management serves individuals, high-net-worth clients, and business entities with portfolio management, financial planning, and educational seminars. The firm implements diversified portfolios primarily through exchange-traded funds and employs various investment analysis methods with a long-term trading approach.

Erica Schnabel is a CFP® and CFA® with seven years of industry experience, currently serving as the sole advisor at Mountain Flower Investments & Planning, LLC. Her prior experience includes roles at Colorado Capital Management and First National Bank. She serves as an outside investment committee member for the Colorado State University Other Post Employment Benefits Trust. Mountain Flower Investments & Planning provides investment management and integrated financial planning primarily for individual and high-net-worth clients, combining passive index-based ETFs with selective active management to deliver personalized portfolio construction and continuous oversight.

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.

Juan Garces is a financial advisor at Annualitix with 10 years of industry experience and holds a Series 65 designation. He has worked primarily with 57 West Capital Advisors, Inc. and related entities since 2012. Garces is also a shareholder in 57 West Capital Holdings, Inc., participating in shareholders' meetings occasionally. Annualitix is an independent, single-advisor firm that provides discretionary portfolio management and financial consulting to individuals, families, and companies. The firm employs an equity-focused, long-term investment approach using independent research and proprietary valuation software, managing about $1.9 million in assets across approximately 15 client accounts.

Gregory Snider is the principal of Rufus Hayes Asset Management, LLC, operating as an independent advisor with 19 years of industry experience. He holds Series 63 and Series 65 designations and has been with Rufus Hayes Asset Management since 2017. He also manages NB Capital LLC and serves as a manager for Solms Landing Development LLC, a real estate development company based in New Braunfels, Texas. Rufus Hayes Asset Management provides discretionary asset management services to high-net-worth individuals, focusing on customized portfolio construction and wealth-preservation strategies. The firm employs fundamental analysis with selective technical analysis and manages accounts on a discretionary basis with regular reviews.

Sherry Neeley is a financial advisor at Authentikos Wealth Advisory LLC with three years of industry experience and holds a Series 66 designation. Prior to joining Authentikos in 2025, she worked at First Command Insurance Services and related entities from 2022 to 2025. Outside of her advisory role, she provides educational consulting as a Special Education Advocate for parents of special needs children. Authentikos Wealth Advisory LLC provides investment advisory and financial planning services primarily to individuals and retirement plans, with offerings that include discretionary portfolio management, written financial plans, and access to model-portfolio solutions implemented on a wrap-fee platform. The firm customizes portfolio allocations based on clients’ goals and risk tolerances using fundamental, cyclical, and technical analysis across a broad range of investments.

Heather Dorrestijn is a financial advisor at First Fidelity Wealth Management LLC in New Braunfels, TX, holding a Series 65 designation with four years of industry experience. Her prior roles include positions at Capital Income Solutions, LLC and AlphaStar Capital Management, LLC. She is also associated with First Fidelity Tax & Insurance, a business operating since 2000. First Fidelity Wealth Management, LLC provides discretionary portfolio management to individual and high-net-worth clients, employing a combination of fundamental, technical, cyclical, and economic analysis alongside strategic asset allocation. The firm manages assets using model-based portfolios and offers integrated services through affiliated businesses in insurance, estate planning, and tax support.

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.

Seve Alexander is a financial advisor at First Fidelity Wealth Management LLC in New Braunfels, TX. He holds Series 63 and Series 65 licenses and has been in the industry since 2025. Prior to his current role, he worked at NYLIFE Securities LLC and New York Life Insurance Company, and has nearly a decade of experience in real estate services with South Texas Realty Services. First Fidelity Wealth Management provides discretionary portfolio management to individuals and high-net-worth clients, applying a combination of fundamental, technical, and economic analysis alongside modern portfolio theory. The firm manages client assets through model-based portfolios on a discretionary basis and offers additional services through affiliated businesses including insurance and estate-planning referrals.

Nathan Impellizzeri is a financial advisor at Stone Oak Wealth Management, LLC in San Antonio, TX, with three years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities LLC. Stone Oak Wealth Management serves individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and businesses, providing discretionary and non-discretionary portfolio management, financial planning, and pension consulting. The firm employs model portfolios and a variety of analytical approaches, offering both long- and short-term trading strategies tailored to client objectives.

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.