Herbert Palm Jr. is the sole advisor at HMP Capital Management, LLC, holding a Series 65 license with 16 years of industry experience. He has worked at Dan A Hughes Company, LP since 2011 and founded HMP Capital Management in 2008. HMP Capital Management is a state-registered investment adviser that provides discretionary portfolio management to individual and high-net-worth clients. The firm focuses on customized equity, fixed-income, and special-situation strategies, employing leverage, margin borrowing, and derivatives within a performance-based fee structure.

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Omar Akhil is a financial advisor at Vaulkshire Investment Advisors with 12 years of industry experience. He holds a Series 65 designation and has been with Vaulkshire LLC since 2015. Outside of his advisory role, he owns Brainiac, LLC, a business focused on development, strategy, and tutoring, and is an investor and partner in Crave Market, LP, where he contributes to operations and strategy. Vaulkshire Investment Advisors is an independent registered investment adviser serving individual and high-net-worth clients, family offices, partnerships, and charitable organizations. The firm offers discretionary portfolio management alongside investment consulting, business planning, and financial consulting, employing a diversified investment approach that includes equities, fixed income, alternatives, and derivatives tailored to client objectives and market conditions.

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.

Nathan Impellizzeri is a financial advisor at Stone Oak Wealth Management, LLC with three years of industry experience. He holds the Series 66 and Series 63 designations. Prior to joining Stone Oak Wealth Management, he worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities LLC for three years. Stone Oak Wealth Management serves individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and businesses by providing portfolio management, financial planning, and pension consulting. The firm employs a combination of technical, fundamental, and modern portfolio theory approaches in managing assets and offers tailored client solutions that may include third-party money managers.

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.

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.

Kathleen Kempf is a financial advisor with Your Path Financial LLC in Adkins, TX, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. She has worked at multiple firms including Purshe Kaplan Sterling Investments and Global View Capital Management, LTD. Kempf also writes and conducts educational and spiritual workshops related to money and finance through her role as president of Your Path 4 Prosperity LLC. Your Path Financial LLC provides discretionary and non-discretionary portfolio management and pension consulting services to high-net-worth individuals, pension and profit-sharing plans, and corporate clients. The firm emphasizes tailored investment strategies implemented primarily through third-party model portfolios and conducts ongoing manager monitoring and client reviews.

Stephen Wilde is a financial advisor at Glass Wealth Management Co., LLC in San Antonio, TX, with 26 years of industry experience. He holds a Series 63 designation and has been with Glass Wealth Management and its predecessor since 2014. Outside of his advisory role, Wilde is involved in managing several family investment entities focused on illiquid real estate, private company investments, and oil. Glass Wealth Management Co., LLC provides discretionary and non-discretionary investment management and consulting services to individuals, high-net-worth families, trusts, estates, and small corporate entities. The firm offers a family-focused Total Asset Management service and builds custom portfolios using a combined top-down and bottom-up investment approach.

Cristina Raft is a financial advisor at Stone Oak Wealth Management, LLC in San Antonio, TX, with 27 years of industry experience. She holds a Series 63 designation and previously worked at Raymond James from 2016 to 2018 before joining Stone Oak Wealth Management in 2018. Stone Oak Wealth Management serves individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and businesses. The firm offers portfolio management, financial planning, and pension consulting, employing a mix of technical, fundamental, and modern portfolio theory approaches along with both long- and short-term trading strategies.

Christopher Holden is a financial advisor with Imperium Wealth Management, LLC in San Antonio, TX. He holds a Series 65 designation and has 21 years of industry experience. Holden has been with Imperium Wealth Management since 2011. Imperium Wealth Management provides investment management, financial planning, tax preparation, and retirement plan consulting to a diverse client base including individuals, trusts, estates, corporations, and pension and profit-sharing plans. The firm customizes portfolios based on clients’ risk tolerances and time horizons and offers both discretionary and non-discretionary management.

Amy Robinson is a financial advisor at Robinson Value Management, Ltd. in San Antonio, TX, with 30 years of industry experience. She has been with Robinson Value Management since 2004. Robinson Value Management provides discretionary investment management and model-based sub-advisory services to a range of clients including individuals, institutions, and charitable organizations. The firm’s investment approach combines contrarian, valuation-driven U.S. equity strategies, global equity exposure, and an active macro-oriented sleeve designed to manage regime and inflation risks, utilizing both fundamental and quantitative analysis.

Stephen Arnold is a financial advisor at Texas Institutional Investment Management, LLC with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has been with the firm since 2004. Texas Institutional Investment Management provides discretionary investment supervisory services to high net worth individuals and various institutional clients, including pension plans, charitable institutions, and municipalities. The firm employs a growth-equity approach focused on the Russell 3000 Growth universe and uses a multi-step investment selection process involving both quantitative and fundamental analysis.

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.

Logan Robinson is a financial advisor at Cornermen Financial, LLC with six years of industry experience. He holds the Series 66 designation and has worked previously at Equitable Advisors, LLC and BoxDrop. Cornermen Financial serves individuals, high-net-worth clients, and business entities, managing approximately $144 million for about 400 clients. The firm offers portfolio management, financial life planning, and uses model or customized portfolios, employing modern portfolio theory and Monte Carlo simulations to assess risk and outcomes.

Eric Efron is a CFA® charterholder with 19 years of industry experience, currently serving as an advisor at Texas Institutional Investment Management, LLC since 2004. He holds a Series 63 license and is based in San Antonio, TX. Texas Institutional Investment Management provides discretionary investment supervisory services to high net worth individuals and various institutional clients, including pension plans, charitable institutions, and municipalities. The firm employs a growth-equity approach focused on equities within the Russell 3000 Growth universe and uses a structured three-step investment selection process involving technical screening, quantitative scoring, and fundamental review.