Santiago Vidales Hildebrandt is a Financial Advisor with Merrill Lynch Wealth Management based in Houston, Texas. He works with high-net-worth individuals, families, family offices, and institutional clients in the US and internationally, focusing on creating personalized wealth management strategies that align with clients’ goals and priorities. Santiago collaborates closely with clients to provide a holistic, goals-based approach by leveraging Merrill’s investment resources and the banking services and lending solutions of Bank of America. Santiago’s areas of expertise include corporate executive services, family wealth management, institutional consulting, international wealth management, legacy planning, philanthropic planning, managing new wealth, small business strategies, and tax minimization. With a background in corporate and investment banking, he applies a multidisciplinary approach encompassing investments, credit and lending, trust and estate planning, and business succession planning to help clients advance their financial objectives. He holds a Personal Investment Advisor (PIA) designation and earned a bachelor's degree from The University of Georgia, along with a non-accredited certificate from Oxford University. Santiago is involved in the community through organizations such as the Houston Food Bank and Houston Habitat for Humanity. Outside of work, he enjoys activities including camping, cooking, hiking, interior decorating, pickleball, soccer, spending time with his family, tennis, traveling, and woodworking.

Justin Allen is a Financial Advisor with SageSpring Wealth Partners, where he helps individuals, families, and business owners make confident financial decisions through comprehensive planning and investment management. Justin believes financial advice should be understandable. Rather than relying on jargon or complicated strategies, he takes the time to educate clients on how their financial lives fit together—from investing and retirement planning to taxes, insurance, estate planning, and income distribution. His goal is for every client to understand not only what they're doing, but why they're doing it. As an independent, fee-based advisor, Justin works as a fiduciary, building investment portfolios and financial plans tailored to each client's unique goals. He believes that good financial planning extends well beyond investment performance. Coordinating taxes, retirement income, risk management, healthcare decisions, estate planning, and behavioral coaching are all critical pieces of helping clients achieve long-term financial success. Justin serves clients throughout Texas and across the country. He has a particular passion for helping retirees, pre-retirees, professionals, and business owners navigate life's biggest financial decisions with clarity and confidence. Outside of the office, Justin enjoys spending time with his wife, Abbie, golfing, hunting, fishing, and exploring the outdoors.

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.

John Nau is the sole advisor at The Legacy Collaborative, Inc., an independent firm based in San Antonio, TX. He holds a Series 63 designation and has 41 years of industry experience. His career includes over a decade with World Equity Group and nearly three decades with The Legacy Collaborative. Outside of advisory services, he serves as co-trustee of a special needs trust and is involved in several life insurance and annuity-related business activities, including leadership roles in insurance producer groups. The Legacy Collaborative provides financial planning and portfolio management primarily to high-net-worth individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm specializes in estate planning, business succession, retirement, and charitable planning while assisting clients in selecting professional portfolio managers rather than managing most accounts on a discretionary basis.

Bryan Stanley is a financial advisor at Definitive Advisor Group, LLC. He holds a Series 65 designation and is based in Cibolo, TX. His professional background includes roles at Rackspace Technology, Capital Venture Collective LLC, and Amazon, Inc., among others. Definitive Advisor Group provides non-discretionary investment advisory and financial planning services to individuals, high-net-worth clients, nonprofits, small businesses, estates, and trusts. The firm focuses on capital preservation and risk management, using both fundamental and technical analysis to create goal-oriented plans and facilitates access to third-party investment managers when discretionary portfolio management is required.

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.

Juan Garrido Zevallos is an advisor at B365Invest LLC with Series 65 and Series 66 designations and one year of industry experience. His prior roles include positions at Fidelity Investments, Texas Christian University, and Investall, Inc. He is based in San Antonio, TX. B365Invest LLC provides investment management and financial planning services to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm combines passive and active strategies with a long-term orientation and may incorporate ESG approaches upon client request, routinely recommending and monitoring independent Outside Managers as part of its practice.

Scott Peebles is a financial advisor at Trellisent Investments in San Antonio, TX, with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Trellisent Investments since 2009. Trellisent Investments provides comprehensive wealth management services, including financial, retirement, and estate planning, as well as discretionary portfolio management for individuals, trusts, estates, and retirement accounts. The firm focuses on fundamental analysis-driven investment decisions and offers a limited client roster to maintain a high asset-per-client relationship.

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 with GrayChase Wealth Advisory LLC in San Antonio, TX, holding Series 65 and Series 66 licenses and 21 years of industry experience. He worked at Affinity Capital, L.P. for 12 years before founding his current firm. Miller also serves as Treasurer for Charles Miller Enterprises, assisting with financial and regulatory documentation. GrayChase Wealth Advisory LLC offers asset management, retirement plan advisory, financial planning, and public educational seminars to individuals, small businesses, trusts, estates, high-net-worth clients, and charities. The firm emphasizes pension consulting, employs both fundamental and technical analysis for portfolio management, and provides fee-based financial planning alongside free public workshops.

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.

Mauricio Sanchez is a financial advisor at Portafolio Capital Management with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Martin Capital Advisors, LLP and JPMorgan Securities LLC. Outside of his advisory work, he is the founder and Chief of Strategy of GURUPRESARIO LLC, a marketing and consulting business that helps small business owners develop operational skills. Portafolio Capital Management is an independent, fee-only registered investment adviser serving high-net-worth and ultra-high-net-worth individuals, families, trusts, estates, charitable organizations, endowments, and businesses. The firm manages discretionary portfolios with a focus on strategic asset allocation and offers several portfolio strategies, including a proprietary Tactical Sector Rotational strategy and an Alpha Long-Term Growth strategy, as well as customized options.

Jimmy Hernandez is a financial advisor at Sherpa Wealth Management LLC in San Antonio, TX, holding a Series 65 license with seven years of industry experience. His prior experience includes roles at Brookstone Wealth Advisors and Wealth Watch Advisors. Hernandez is also the owner of Sherpa Life, LLC, an insurance agency specializing in funeral and final expense insurance. Sherpa Wealth Management is an independent registered investment adviser serving individual and high-net-worth clients with discretionary asset management and comprehensive financial planning. The firm constructs portfolios aligned with clients' objectives and risk tolerance, often using a blend of long- and short-term strategies, and collaborates with third-party managers when appropriate.

John Hall is a financial advisor at JW Hall Financial LLC in San Antonio, TX, holding a Series 66 designation with one year of industry experience. His prior roles include positions at J.P. Morgan Chase Securities LLC and Acadian Capital Group. Before entering the financial industry, he worked in the nutrition sector at Planet Nutrition. JW Hall Financial LLC is a fee-only registered investment adviser offering wealth management, discretionary and non-discretionary investment management, and financial planning to individuals, high-net-worth clients, and corporations. The firm employs a combination of modern portfolio theory, strategic asset allocation, and multiple analytical approaches, utilizing both passive and active investment vehicles.

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.

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.

Mark Muecke is the principal of Mark Muecke Capital Management, LLC in San Antonio, TX, holding Series 63 and Series 66 designations with 24 years of industry experience. He previously worked at Kercheville & Company for 16 years before founding his current firm in 2017. Mark Muecke Capital Management provides investment advisory and financial planning services to individuals, trusts, estates, small businesses, and corporate pension and profit-sharing plans. The firm uses a combination of fundamental, technical, and charting analysis to create custom asset allocations and conducts regular portfolio reviews, managing approximately $104 million in assets across discretionary and non-discretionary accounts.

Ronnie Haim is a financial advisor at Capital Alliance Wealth Management in San Antonio, TX, holding a Series 66 designation with 22 years of industry experience. His prior roles include positions at LPL Financial LLC, Independent Financial Partners, and IFP Securities, LLC. In addition to advisory services, he is licensed to sell fixed universal life insurance policies through multiple carriers. Capital Alliance Wealth Management provides asset management, financial planning, and retirement plan consulting to individuals, trusts, estates, and business entities. The firm utilizes a combination of fundamental and technical analysis alongside modern portfolio theory, offering tailored strategies including hedging tools and alternative investments, with a noted focus on employer-sponsored retirement plan consulting and fiduciary services.

Marco Gamboa is the principal advisor at Gamboa Capital Management Inc. in San Antonio, TX, holding Series 63 and Series 65 licenses with 27 years of industry experience. He has managed his independent advisory firm since 1995. Outside of his advisory work, Mr. Gamboa is involved in real estate ownership and management through Proportional Prosperity LLC and in commercial and residential construction via Sitterle Gamboa Custom Builders LLC. Gamboa Capital Management provides continuous investment advisory services to high-net-worth individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm employs a combination of fundamental, technical, and cyclical analysis, managing accounts on a discretionary basis with strategies ranging from long-term buy-and-hold to short-term trading.