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.

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.

Elden Charles is a financial advisor at Vested Wealth Advisors in New Braunfels, TX. He holds Series 63 and Series 65 licenses and has been with Vestted, LLC since 2025, with prior experience at Lionchase North America and Lionchase Holdings. Vested Wealth Advisors is an independent Texas-based firm serving high-net-worth individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers comprehensive financial planning and portfolio management, emphasizing fundamental analysis, asset allocation, and long-term investing, while supporting institutional clients with specialized services such as private equity sponsor consulting and retirement-plan advisory.

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.

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.

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.

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.

Michael Srulowitz is a financial advisor at Heritage Haus Wealth Partners LLC with 18 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Teamwork Financial Advisors and First Command Financial Services. Heritage Haus Wealth Partners LLC serves individuals, high-net-worth clients, and retirement plans through tiered wealth management services, including asset management, individualized financial planning, held-away account management, and estate-planning facilitation via a third-party platform. The firm employs a goal-based, discretionary investment approach tailored to clients’ objectives, with periodic reviews and access to specialized tools such as Dimensional Fund Advisors funds and limited-scope ERISA plan advisory services.

Michael Gaona is a financial advisor with Heritage Haus Wealth Partners LLC in New Braunfels, TX. He holds Series 65 and Series 66 licenses and has eight years of industry experience. His prior roles include positions at Teamwork Financial Advisors and First Command Financial Services. Heritage Haus Wealth Partners LLC provides wealth management services to individuals, high-net-worth clients, and retirement plans. The firm employs a goal-based, discretionary investment approach with tailored asset allocation and offers services such as asset management, individualized financial planning, ERISA plan advisory, and estate-planning facilitation through a third-party platform.

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.

Robert Dorrestijn is a financial advisor at First Fidelity Wealth Management LLC in New Braunfels, TX. He holds a Series 65 designation and has one year of industry experience. His work history includes roles at AE Wealth Management, First Fidelity Wealth Management LLC, and affiliated companies focused on bookkeeping and legacy planning. Outside of investment advising, he is also active in insurance sales through Agents Advisory Group LLC, a business he has been involved with since 2000. First Fidelity Wealth Management LLC provides discretionary portfolio management services primarily to individuals and high-net-worth clients. The firm uses a combination of fundamental, technical, cyclical, and economic analysis along with modern portfolio theory and strategic asset allocation, managing client accounts through model-based portfolios on a discretionary basis.

Tanner Friesenhahn is a financial advisor with Heritage Haus Wealth Partners LLC in New Braunfels, TX, holding Series 65 and Series 66 credentials and three years of industry experience. His prior work includes roles at Teamwork Financial Advisors, LPL Financial, Pontem Financial, and the Texas Comptroller of Public Accounts. Heritage Haus Wealth Partners LLC serves individuals, high-net-worth clients, and retirement plans with tiered wealth management services, offering a goal-based discretionary investment approach that includes asset management, financial planning, held-away account management, and estate-planning facilitation through a third-party platform.

Darin Doty is a CFP® professional with over 1 year of experience at Victory Wealth Services, LLC and a prior 18 years at Primerica Financial Services. He has been involved with Herlee Management Co. since 1995. Victory Wealth Services is a fee-based financial planning and investment management firm serving individual and high-net-worth clients. The firm provides tailored asset management and wealth planning services, utilizing both discretionary and non-discretionary portfolio strategies, and offers public educational seminars free of charge.

Brian Cox is a CFP® professional with 14 years of industry experience. He has been with Astoria Strategic Wealth, Inc. since 2012 and is currently part of the firm's eight-advisor team based in New Braunfels, TX. Astoria Strategic Wealth provides financial planning and investment management primarily for individuals and high-net-worth clients, as well as charitable organizations, pension/profit-sharing plans, and private businesses. The firm employs a diversified, long-term investment approach centered on asset allocation using mutual funds and ETFs, with service tiers that include tax-aware planning and estate-document review.

Mandi Moynihan is a CFP® and holds a Series 66 license, with eight years of industry experience. She currently works at Astoria Strategic Wealth, Inc., where she has been since 2025, and previously worked at USAA Educational Foundation for seven years. Moynihan also has prior experience with Astoria Strategic Wealth, Inc. under its former name, Pauley Financial. Astoria Strategic Wealth provides financial planning and investment management primarily for individuals and high-net-worth clients, as well as charitable organizations and private businesses. The firm employs a diversified, long-term investment approach and offers tiered service levels that include tax-aware planning and estate-document review.

Caleb Bronnenberg is a Series 65-licensed financial advisor with Sather Financial Group, Inc., based in New Braunfels, TX. He has five years of industry experience and has been with Sather Financial Group since 2016. Prior to that, he held roles at Huntsman Corporation and Camden Property Trust. Sather Financial Group, Inc. is a fee-only registered investment adviser managing approximately $2.26 billion in discretionary assets for individuals, high-net-worth families, retirement plans, collective investment trusts, and charitable organizations. The firm uses a value-oriented investment approach influenced by Warren Buffett, relying on fundamental research and a team review process.

Brett Dickinson is a financial advisor at DAI Wealth, LLC with two years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Arete Wealth Management, LLC and John Galt Wealth Solutions. Outside of finance, he serves as General Manager at Central Texas Harley-Davidson. DAI Wealth, LLC provides discretionary and non-discretionary investment management and financial planning services to a broad client base, including individuals, pension plans, and charitable organizations. The firm uses a multi-advisor platform and a range of third-party managers and platforms to tailor portfolios to client objectives.

John Hanson is a CFA® charterholder and holds a Series 63 license with 10 years of industry experience. He has been with Riverstone Advisors, LLC since 2012. Riverstone Advisors is a fee-only, SEC-registered investment adviser serving individuals, trusts, estates, charitable organizations, and business entities. The firm manages approximately $390 million in assets, offering discretionary wealth management, investment consulting, and family office–style services with a long-term investment approach combined with flexibility for tactical adjustments.