Helen Dao is a CFP® professional with 19 years of experience in the financial industry. She is currently with Stirlingshire Investments and had been previously with Money Concepts Capital Corp. Outside of her advisory role, she provides monthly accounting services for select clients through DAO Financial Group, LLC. Stirlingshire RIA LLC offers discretionary portfolio management to individuals, trusts, and other entities across a wide range of wealth levels. The firm employs multiple analysis methods and trading approaches, providing access to diverse investment types and model strategies through the Advyzon marketplace.

David Hillner is the founder and owner of Kindred Peak Wealth Management. He is guided by his ideals and grounded by his pragmatism. He hopes to be as helpful as possible to the people in his life. Sometimes that is helping a person obtain financial clarity and freedom – sometimes it’s just getting tacos on a Tuesday. David obtained an MBA from the University of Texas at San Antonio. He holds the CFP® designation and is a CFA® charterholder. Away from the office, he enjoys playing board games and tennis, skiing, hiking, smoking briskets, and birdwatching. His greatest joy is being with his wife and their three adventurous children.

Garrick Ruiz is an investment advisor with Aquifer Asset Management, LLC in San Antonio, TX, holding the ChFC® designation and Series 63 and 66 licenses, with 17 years of industry experience. He has worked at several firms including Carolina Financial Securities, LLC and Usaa Investment Management Company. Ruiz is also a licensed General Lines insurance agent in Texas. Aquifer Asset Management provides discretionary portfolio management and consulting services to individual and high-net-worth clients, employing a combination of fundamental, technical, and cyclical analysis across diversified mutual funds, ETFs, equities, and bonds. The firm operates with a single adviser under written discretionary authority, using client-directed custodians without aggregating trades or accepting proxy-voting authority.

Don Slabaugh is the principal advisor at Don A. Slabaugh, LLC in San Antonio, TX, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 26 years of industry experience, including a tenure at Wells Fargo Clearing from 2000 to 2003 before establishing his independent firm. Don A. Slabaugh, LLC provides discretionary portfolio management primarily for individual investors and households, focusing on equities with a preference for mid-to-large-cap common stocks. The firm emphasizes concentrated portfolios and uses a combination of fundamental analysis and technical charting to guide investment decisions, managing approximately $34.2 million across 44 client accounts.

Anthony Vasquez is a financial advisor at Avora Wealth LLC in San Antonio, TX, holding a Series 66 designation with four years of industry experience. His work history includes roles at Mass Mutual Investors Services and several independent advisory firms. Vasquez is also a licensed insurance professional in an individual capacity. Avora Wealth provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, and businesses. The firm focuses on discretionary portfolio management using ETFs, stocks, bonds, and mutual funds, while also recommending alternative investments and tax-qualified exchange vehicles, with an emphasis on private and alternative investments.

Robert Gunn is the principal advisor at Gunn & Co Asset Management Inc in San Antonio, TX, with 45 years of industry experience. He has led Gunn & Company Incorporated since 1980. Outside of advisory services, he serves as president of several affiliated entities and is a general partner of a Texas limited partnership. Gunn & Company Asset Management Inc provides asset management services to individuals, high-net-worth clients, estates, charitable organizations, and pooled investment vehicles. The firm employs a combination of fundamental and technical analysis with both long- and short-term strategies, including hedging and leverage, tailoring advice and implementation to each client’s financial situation and risk tolerance.

Hello, I'm Tess Downing. I am the founder and lead financial advisor of Complete View Financial LLC, a fee-only financial planning firm serving individuals and families who are either retired or nearing retirement. We are retirement-focused and specialize in planning and collaborating with retirees to make the most of their financial journey. We want to partner with you in your journey by helping you set financial goals and empowering you with the financial knowledge you need for success through transparent and honest guidance. Our mission is to provide clients with peace of mind regarding their financial picture so they are able to focus on the things that matter most to them. Since our inception, we have spent numerous hours collaborating with those preparing for retirement and current retirees to better understand the true concerns, aspirations, and desires that lie ahead for late adulthood. I have been named to the Investment News list of “40 Under 40” which features the best professionals among the financial advice industry’s up-and-comers. I have also been repeatedly recognized in Northern Virginia Magazine’s list of Top Financial Advisors. I earned my Master of Business Administration degree from Texas Tech University. I also graduated magna cum laude with a Bachelor of Science in Personal Financial Planning from TTU. Before founding Complete View Financial, I worked in the fee-only financial planning and investment management industry with highly reputable firms on the East Coast. On a personal note, when I am not working with clients, I am with my family, my husband and two daughters. We have our hands full and typically have busy weekends with swim parties, ballet, family visits, and movie nights. We love to travel and are now hoping to pass on that passion to our children. When I do manage to escape for a night, I enjoy trying the best new restaurants which then necessitates being a body pump fanatic at my local gym.

Kyle Martin is a CFP® with 17 years of industry experience, currently serving as the sole advisor at Kapela. He has prior experience at OASIS Wealth Advisors, Mutual Advisors, and Horace Mann Companies. Outside of his advisory role, Kyle owns Helix Insurance and Financial Services, an insurance agency in San Antonio. Kapela provides investment advisory and financial planning services to individual and institutional clients, including high-net-worth individuals and corporate pension plans. The firm emphasizes capital preservation, risk management, and goal-based planning, incorporating behavioral economics and a range of investment vehicles, including a digital-asset model.

Zachary Willie is a financial advisor at Oakridge Financial Planning LLC in San Antonio, TX. He holds a Series 65 designation and has one year of industry experience. Prior to founding Oakridge Financial Planning in 2025, his work history includes roles at Lithia Motors Inc and various other positions outside the financial advisory field. Oakridge Financial Planning LLC provides personalized financial planning and investment advisory services to individuals, families, small businesses, other business entities, and trusts. The firm offers non-discretionary portfolio management tailored to client goals and reviews accounts monthly and financial plans annually.

Bryce Chandler is the sole advisor at Bentwood Investment Advisory in San Antonio, TX, holding a Series 65 designation with three years of industry experience. He has been the owner and practicing dentist at Chandler Dental Center since 2000 and serves as a volunteer board member for the San Antonio Academy of General Dentistry. Bentwood Investment Advisory provides portfolio management and financial planning services primarily to individual and high-net-worth clients, emphasizing equity exposure along with diversified investment strategies. The firm manages approximately $42 million for a small client base, conducting quarterly account reviews and utilizing a combination of fundamental, quantitative, and technical analysis.

Michael Wright is a financial advisor at Kehlet Capital Management, LLC in San Antonio, TX, holding a Series 65 designation with nine years of industry experience. He has been with Kehlet Capital Management since 2016. Kehlet Capital Management provides discretionary portfolio management to individuals, high-net-worth clients, and institutions, focusing on portfolio construction and asset selection aligned with clients’ goals and risk tolerances. The firm specializes in concentrated portfolios of domestic micro-cap equities and incorporates fundamental analysis with a documented investment policy statement for each client.

Steven Parker is a CFA® charterholder with 13 years of industry experience. He has been with Cypress Wealth Advisors, LLC since 2012. Outside of his advisory role, he owns Parker Capital Holdings LLC, which holds an office condominium in Shavano Park, TX. Cypress Wealth Advisors serves primarily high-net-worth individuals and business entities, offering discretionary portfolio management and financial planning tailored to clients’ goals and risk tolerances. The firm employs a mix of fundamental, technical, charting, and cyclical analysis, utilizing both long- and short-term trading as well as options strategies while managing client assets internally.

Richard Miller is a financial advisor at Graychase Wealth Advisory LLC in San Antonio, TX, holding Series 65 and Series 66 licenses with 21 years of industry experience. He previously worked at Affinity Capital, L.P. and Morgan Stanley DW Inc. Miller is treasurer of Charles Miller Enterprises, assisting with financial and regulatory documentation. Graychase Wealth Advisory LLC provides asset management, retirement plan advisory, financial planning, and public educational seminars to individuals, small businesses, trusts, estates, high-net-worth clients, and charities, emphasizing pension consulting and offering discretionary portfolio management alongside free public workshops.

Nicholas Colonna is a CFA charterholder and the sole advisor at Lime Rock Investment Management Company, Inc. He has three years of industry experience, including roles at Victory Capital and USAA Investment Management Company. His background is focused on trading and quantitative risk management, with expertise in fixed-income instruments and structured products. Lime Rock Investment Management provides discretionary investment management primarily to individuals and limited liability companies, overseeing approximately $9.0 million across about 25 client accounts. The firm emphasizes strategic asset allocation through mutual funds, ETFs, domestic equities, and fixed income, with portfolios reviewed quarterly and tailored to client objectives.

Lemuel Mayberry is the sole advisor at Lemuel James Financial in San Antonio, TX, holding Series 63 and Series 65 licenses with 16 years of industry experience. He has managed his independent advisory firm since 2009. Lemuel James Financial provides fee-based investment advisory and financial planning services to individuals and institutional clients, including pension and profit-sharing plans, trusts, and corporate entities. The firm employs a tactical allocation approach using fundamental and cyclical analysis to manage discretionary portfolios and offers specialized pension consulting and qualified retirement-plan services.

Dantonio Fowler is a financial advisor at Conceptum Strategies in San Antonio, TX, holding Series 63 and Series 65 licenses with two years of industry experience. He previously worked at Primerica Advisors and Primerica Financial Services and has been employed by the United States Department of Justice since 2015. Outside of financial advising, he is the managing member of HIAS Media Management, a social media management company. Conceptum Strategies serves individuals, families, high-net-worth clients, trusts, foundations, and small businesses, offering portfolio management, financial planning, and educational seminars. The firm utilizes fundamental, technical, and quantitative analysis to guide investment decisions, incorporating strategic asset allocation, tax optimization, and, where appropriate, higher-risk strategies such as margin and exchange-traded options.

Edward Benson is the sole advisor at Edward Allen Benson, PhD, an independent firm based in San Antonio, TX. He holds a Series 63 designation and has nine years of industry experience, alongside over three decades of professional work under his name since 1992. Benson's firm focuses on fee-only investment advice and portfolio management for a small roster of individual clients and trustees. The firm emphasizes fundamental research with a long-term buy-and-hold strategy, managing accounts on a limited-discretion basis while clients retain control over custodial brokerages.

Lynda Paul is a CFP® professional with 28 years of experience in financial advising. She has worked at Sound Money Management, Inc. since 2010 and previously spent 18 years at the Retirement Planning Center of Northern IL. She is also a non-practicing CPA and an independent insurance broker. Sound Money Management, Inc. provides financial planning, investment advisement, and administration services primarily to individuals, families, trusts, estates, and family businesses. The firm operates mainly as a solicitor for third-party turnkey asset management programs, focusing on goal-based, strategic asset allocation models and coordinating implementation through these programs.

Nam Phan is the principal of Phan Capital and holds a Series 65 designation with six years of industry experience. He has worked at Phan Capital Management, LLC since 2019 and concurrently serves as an advanced clinical pharmacist at Methodist Hospital South, a role he has held since 2017. Phan Capital provides comprehensive wealth management, discretionary portfolio management, and financial planning services to individual clients and certain businesses. The firm’s investment approach emphasizes diversified allocations using mutual funds and ETFs, tailoring strategies to each client and managing accounts on a discretionary basis.

Jason Thomas is a CFP® professional with eight years of experience in financial advising. He has led Jt Wealth Management since 2017 and previously worked at the Space and Naval Warfare Systems Center Pacific for 12 years. Jt Wealth Management provides discretionary investment advice and portfolio management to individuals and small businesses, focusing on portfolios built with individual equities and ETFs to enhance tax efficiency and reduce fee layering. The firm employs an active management approach that includes fundamental, technical, and cyclical analysis, along with derivatives and options-based hedging strategies to manage risk.