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.

James Bergis is a financial advisor with Authentikos Wealth Advisory LLC in New Braunfels, TX, holding a Series 65 designation and six years of industry experience. He previously worked at Regent Financial and Insurance Services, LLC and Regent Wealth Management from 2014 to 2021. Outside of his advisory role, Bergis owns and operates a woodworking and metal fabrication business called Bergis Builds. 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 third-party manager selection. The firm customizes portfolio allocations using fundamental, cyclical, and technical analysis across a broad range of investment vehicles and may implement strategies directly or through model portfolios and third-party managers.

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.

Shelby Saberon is a Series 65 licensed financial advisor with 11 years of industry experience, currently serving at Saber and Shield Wealth Management, L.L.C. since 2017. Prior to this, Shelby held roles at Retirement Wealth Advisors, Inc., Evident Wealth, and Mann Mortgage. Outside of financial advising, Shelby has been involved with The Passion Travel Company since 2001. Saber and Shield Wealth Management, L.L.C. provides discretionary and non-discretionary portfolio management for individuals, families, trusts, estates, and small businesses. The firm applies modern portfolio theory with globally diversified investments, utilizing mutual funds, ETFs, and individual stocks, and manages approximately $74 million in assets.

Robert Barber is a financial advisor with Christian Financial Advisors in New Braunfels, TX, holding a Series 63 license and bringing 32 years of industry experience. His prior roles include positions at Cetera Advisor Networks LLC and Girard Securities, Inc. He is also the author of a book titled *7 Pillars of Biblical Stewardship*. Christian Financial Advisors is a team of five advisors managing approximately $187.7 million, serving individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, and broker/dealers. The firm offers discretionary portfolio management, financial planning, and retirement-plan services, employing a long-term, customized investment approach that incorporates a Biblically Responsible Investing overlay.

William Young is a financial advisor with Stronghold Capital Partners LLC and holds Series 63 and Series 65 licenses. He has 29 years of industry experience, previously working at LPL Financial for 15 years and GRS100 for eight years. Outside of advisory roles, he is an insurance agent through GRS100 under Wealth Multiplied, focusing on insurance-related products. Stronghold Capital Partners serves individual and business clients by providing financial planning, portfolio management, and retirement-plan (ERISA) services, primarily through recommending and monitoring third-party managers. The firm operates a solicitor-centric business model with formal fee-sharing arrangements and supports its multi-office team structure through these referral relationships.

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.

Donald Vande Vanter is a financial advisor at Christian Financial Advisors in New Braunfels, TX, with four years of industry experience. He holds a Series 65 designation and previously worked at Capital Farm Credit for 22 years. Christian Financial Advisors provides discretionary portfolio management, financial planning, retirement-plan advisory services, and investment consulting to individuals, trusts, estates, charitable organizations, and corporate clients. The firm manages approximately $218.7 million in assets and employs a team-based approach, integrating faith-based investment screening alongside a primarily long-term, fundamentals-driven investment strategy.

Michael Whyte is a Series 65-licensed financial advisor with Targeted Wealth Solutions in Schertz, TX, where he has worked since 2021. He has four years of industry experience and also works as a commercial pilot for Delta Airlines, a role he has held since 2015. Targeted Wealth Solutions serves individual and high-net-worth clients, as well as retirement plans, foundations, and charitable organizations. The firm employs a Modern Portfolio Theory framework enhanced by economic analysis and quantitative models, offering diversified portfolios primarily through ETFs and active option strategies for downside risk management.

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.

Michael Ferrara is a financial advisor with Cornerstone Planning Group in New Braunfels, TX, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. His prior roles include positions at Horizon Wealth Strategies, Eagle Strategies, NYLIFE Securities, and New York Life Insurance Company. Outside of his advisory work, he volunteers with the Civil Air Patrol, where he is involved in flight crew training and operations. Cornerstone Planning Group provides discretionary investment management, comprehensive financial planning, and retirement-plan consulting to individuals, businesses, and institutions. The firm operates as a fee-only fiduciary, emphasizing passive investment strategies through low-cost mutual funds and ETFs while tailoring portfolios to client goals and risk tolerance.

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.

Touchstone Mcdonald is a financial advisor at Oakwell Private Wealth Management with 24 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Oakwell since 2016. His other business activities include roles related to financial planning and advisory services as well as insurance through various affiliated entities in the San Antonio area. Oakwell Private Wealth Management serves individuals, high-net-worth clients, pension and profit-sharing plans, and corporate accounts. The firm provides investment supervisory services and financial planning, utilizing discretionary portfolio management strategies informed by fundamental, technical, and cyclical analysis.

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.

Joey Miller is a financial advisor at DAI Wealth, LLC with 13 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Arete Wealth Advisors LLC and Arete Wealth Management LLC for nine years. Outside of his advisory role, he owns a ranch in Texas through JMKW Ventures and manages employee services via JGFS Management LLC. DAI Wealth, LLC manages approximately $330 million in assets across a multi-advisor team, serving a diverse client base that includes high-net-worth individuals, institutional clients, and charitable organizations. The firm combines advisor-led customization with third-party model solutions and provides a range of investment management and advisory services.

Teresa Joelson is a Series 65-licensed advisor with nine years of industry experience. She has been with Christian Investment Advisors Inc since 2018 and previously worked at Durbin Bennett Private Wealth Management, LLC from 2015 to 2018. She is based in New Braunfels, TX. Christian Financial Advisors is a team of five advisors managing approximately $187.7 million for individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, and broker/dealers. The firm offers discretionary portfolio management, financial planning, and retirement-plan services, employing a long-term, customized investment approach with a Biblically Responsible Investing overlay.

Richard Robbins is a financial advisor with Oakwell Private Wealth Management in New Braunfels, TX, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments, LPL Financial, and Strategic Financial Concepts. Robbins is president and sole shareholder of Robbins Financial Coordinating Services, Inc., a company used for tax reporting purposes. Oakwell Private Wealth Management serves individuals, high-net-worth clients, pension and profit-sharing plans, and corporate accounts, providing portfolio management, financial planning, and retirement plan services. The firm employs a disciplined investment approach that includes fundamental, technical, and cyclical analysis combined with various trading strategies and often delegates asset management to third-party portfolio managers.

Jason Hurta is a financial advisor with Fulcrum Wealth Management in New Braunfels, TX, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked with Fulcrum Equity Management, LLC dba Providence Wealth Management since 2019 and previously with Securities America Advisors, Inc. and Securities America, Inc. Additionally, he offers accident and disability insurance through Aflac as a supplemental service to his advisory work. Fulcrum Equity Management, LLC provides discretionary portfolio management, financial planning, and consulting to individuals, employee benefit plans, and registered investment advisers. The firm employs a range of investment strategies including fundamental and technical analysis, ETFs, mutual funds, and direct indexing, and serves as both a wrap-fee program sponsor and sub-advisor to other investment advisers.