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 licenses and has previously worked at Teamwork Financial Advisors and First Command Financial Services. Heritage Haus Wealth Partners provides discretionary wealth management services across three tiers and offers retirement-plan services. The firm tailors portfolios and financial plans to client objectives and uses a broad range of investment strategies, managing over $241 million in assets with a focus that includes ERISA-related services and held-away account management.

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.

Michael Gaona is a financial advisor at Heritage Haus Wealth Partners LLC in New Braunfels, TX, with eight years of industry experience. He holds Series 65 and Series 66 designations and previously worked at Teamwork Financial Advisors, First Command Financial Services, and The Litton Realty Group. Heritage Haus Wealth Partners offers discretionary wealth management services across multiple tiers, including retirement-plan services and estate-plan review. The firm uses a broad investment toolkit and manages over $241 million in assets shortly after its 2026 formation.

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.

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.

Jared Elson is a financial advisor at Authentikos Wealth Advisory LLC with 16 years of industry experience. He holds a Series 65 designation and has worked at firms including Regent Wealth Advisory, Global Financial Private Capital, and Authentikos Financial & Insurance Services, where he is also an owner and licensed agent handling life insurance, annuities, and long-term care insurance. Authentikos Wealth Advisory LLC provides investment advisory and financial planning services primarily to individuals and retirement plans, utilizing a range of investment strategies and third-party managers tailored to clients’ goals and risk tolerances. The firm also operates an affiliated insurance agency and offers access to model portfolios on a wrap-fee platform.

Simon Saberon is a financial advisor at Saber and Shield Wealth Management, L.L.C., holding a Series 65 designation with six years at the firm. He has been a U.S. Army ROTC Cadet and Scholarship Recipient since 2022. Saber and Shield Wealth Management provides discretionary and non-discretionary portfolio management to individuals, families, entities, retirement plans, trusts, estates, and small businesses. The firm employs a globally diversified investment approach grounded in modern portfolio theory, using mutual funds, ETFs, and individual equities alongside fundamental and economic cycle analysis.

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 designations and three years of industry experience. His prior roles include positions at Teamwork Financial Advisors, LPL Financial, Pontem Financial, and the Texas Comptroller of Public Accounts. Heritage Haus Wealth Partners provides discretionary wealth management and retirement-plan services across three service tiers, offering tailored portfolios and financial plans. The firm employs a broad investment approach and maintains a focus on ERISA compliance, held-away account management, and estate-planning partnerships.

Darin Doty is a CFP® professional with over a year of industry experience, currently serving at Victory Wealth Services, LLC. He previously worked at Primerica Financial Services for 18 years and has been involved with Herlee Management Co. since 1995. Victory Wealth Services, LLC provides fee-based financial planning, portfolio management, and wealth management to individual clients, including both high-net-worth and non-HNW households. The firm uses a combination of discretionary and non-discretionary management, often employing third-party model managers and the AE Wealth Management platform for portfolio oversight.

Anton Bayer is a CFP® with 23 years of industry experience, currently serving as the sole advisor at UP Capital Management, Inc. He has worked at UP Capital Management since 2012 and has prior experience with Harris Bay, LLC and Financial Time Traveler, Inc. Bayer is also an author of the books "Exposing the Myths of Financial Success" and "Physicians Guide to Wealth." UP Capital Management, Inc. provides investment advisory and financial planning services to individuals, trusts, retirement plans, and other entities. The firm employs model portfolios and a combination of tactical and strategic asset-allocation methods, offering both discretionary and non-discretionary account management along with client education through newsletters, seminars, and workshops.

Shelby Saberon is a financial advisor at Saber and Shield Wealth Management, L.L.C. with 11 years of industry experience and a Series 65 designation. Shelby has worked at several firms including Retirement Wealth Advisors, Inc. and Evident Wealth before joining Saber and Shield Wealth Management in 2017. Outside of financial advising, Shelby is also involved with The Passion Travel Company, a venture established in 2001. Saber and Shield Wealth Management provides discretionary and non-discretionary portfolio management to individuals, families, trusts, estates, pension and profit-sharing plans, and small businesses. The firm follows a modern portfolio theory-based approach, using diversified portfolios with mutual funds, ETFs, and individual stocks, and manages approximately $74 million in assets across about 161 clients.

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 in New Braunfels, TX. He holds Series 63 and Series 65 licenses and has 30 years of industry experience. His prior experience includes roles at LPL Financial, GRS100, and Waddell & Reed. Outside his advisory work, he is an insurance agent with GRS100, transacting insurance-related products. Stronghold Capital Partners provides investment advice and financial planning to individuals and businesses and offers ERISA 3(21) retirement-plan services. The firm primarily acts as a solicitor for third-party managers and service providers while delivering direct RIA services in select cases.

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.

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.