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.

David Bridgforth is the sole advisor at South Texas Advisors for Retirees, LLC, based in San Antonio, TX, with 16 years of experience in the financial advisory industry. He holds a Series 65 designation and also owns South Texas Assurance for Retirees, an insurance agency he has operated since 1990, dedicating the majority of his time to this business. South Texas Advisors for Retirees provides ongoing investment supervisory services and hourly financial planning primarily for individual clients, including retirees and high-net-worth individuals. The firm uses client-specific Investment Policy Statements and employs a combination of charting, fundamental and technical analysis with a focus on options strategies and short-term trading techniques.

Matthew Andrews is a financial advisor at Omnimint Advisors LLC based in San Antonio, TX. He holds a Series 65 designation and has prior experience with Omnimint Technologies INC, Applied Research Solutions, G6 Solutions, the US Army, and Wyndham Resorts. Omnimint Advisors LLC provides discretionary portfolio management to individual investors, including high-net-worth individuals, through a fully automated, software-based advisory platform that uses a quantitative optimization methodology to generate individualized portfolios.

Jose Perales is a financial advisor at Retire Lab LLC with 18 years of industry experience. He holds the Series 63 and Series 65 licenses. Prior to his current role, he worked at USAA Financial Advisors and USAA Life Insurance Company. Outside of financial services, he is the managing member of Fierce Sports Nation, a football league that organizes weekend tournaments and fundraising activities. Retire Lab LLC, doing business in Texas as Teachers Financial Group, provides investment management, financial planning, and retirement planning to individuals, trusts, charitable organizations, and retirement plan sponsors. The firm serves teachers, public employees, and retirees, offering tailored portfolios and fiduciary services with an emphasis on discretionary investment management and comprehensive financial planning.

Hello, my name is Chris Reddick. I am a fee-only Financial Planner and Chris Reddick Financial Planning, LLC owner since 2019. My firm specializes in advice-only investment, retirement, and financial planning for professionals in corporate, education, and public service careers. I am a CERTIFIED FINANCIAL PLANNERTM professional, the industry's highest standard for personal financial planning. Chris also holds the IRS’s Enrolled Agent (EA) elite credential, as evidence of his expertise in tax planning. I am a goal-based financial planner. We establish goals together, track progress in accomplishing your goals, and celebrate your wins. So, if you are looking for a financial planner that holds you accountable for getting results, I am the one for you! I was born and raised in Canada and earned an MBA in Business Studies at the University of Guelph. I earned a Ph.D. in Political Science from the University of Sheffield in the United Kingdom. In 2000, I moved to the U.S. to begin my university teaching career at Murray State University in Kentucky. I am a full professor at the University of Texas at San Antonio and have taught, among other subjects, a graduate-level course in economics since 2001. In addition, I have 11 years of management experience as a department chair and author of numerous books and articles on technology, finance, and other management subjects.

Loretta Heffron is a financial advisor at ENDURE Retirement LLC in San Antonio, TX, with 11 years of industry experience. She holds a Series 65 designation and previously worked at Redhawk Wealth Advisors, Inc. from 2015 to 2018. Outside of her advisory role, she is involved as an independent producer in group health. ENDURE Retirement LLC specializes in retirement plan consulting and non-discretionary investment advisory services for employer plan sponsors and individual clients. The firm focuses on pension and profit-sharing plans, providing ERISA 3(21) investment advice, plan monitoring, fee benchmarking, and participant education, primarily operating on a non-discretionary basis.

Kristopher Gallow is the sole advisor at Ghost Strategies LLC, an independent firm based in San Antonio, TX. He holds a Series 65 designation and has one year of industry experience. Prior to founding Ghost Strategies in 2023, he worked at Torres Financial Services Inc. and currently holds a role at Toast Inc., a software company where he serves as an Operations Specialist. Ghost Strategies LLC provides portfolio management and investment advisory services to individual clients. The firm operates as a small, solo practice with approximately $1.0 million in assets under management, combining portfolio management with underwriting experience to inform investment analysis.

George Fisher is a financial advisor at Boynton Financial LLC in San Antonio, TX, with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Boynton Financial since 2011. In addition to his advisory work, Fisher is involved in the sale of fixed insurance and annuities through Allianz. Boynton Financial serves individuals, families, and professionals by providing fee-based asset management, retirement planning, and access to securities, partnership interests, insurance products, and annuities. The firm employs a risk-profile-based approach with monthly reviews and offers multiple billing options, operating as a small, solo practice with limited custody arrangements.

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.

Mary Fitzgerald is the sole advisor at Financial Edge in San Antonio, TX, holding a Series 63 designation with 36 years of industry experience. She has been with Financial Edge since 1989. Outside of advisory work, she serves as president of MBA Financial Edge Inc., an accounting and tax service firm. Financial Edge primarily serves individual clients, including some high-net-worth individuals, retirement plans, and small businesses. The firm provides comprehensive financial planning, portfolio management, income tax preparation, and pension consulting, with an investment approach focused on asset allocation and global diversification through passively structured mutual funds.

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.

Larry Cooper is a CFA® charterholder with 43 years of experience in the financial industry. He is the sole advisor at L. Cooper Investments, an independent firm based in San Antonio, TX, where he has been providing advisory services since 1983. L. Cooper Investments offers discretionary investment advisory and portfolio management services to individual investors, trusts, estates, charitable organizations, and institutional clients. The firm employs both fundamental and technical analysis to manage a mix of long-term holdings and short-term trading strategies tailored to clients’ financial goals and risk tolerances.

David Nash is a CFP®, CFA®, and holds a Series 65 license with 14 years of experience in financial advisory. He has led Magister Wealth Group LLC in San Antonio, TX since 2014. Outside of his advisory role, he provides private music lessons and performances during evenings and weekends. Magister Wealth delivers investment advisory and planning services to individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm offers customized portfolio management, financial planning, education classes, and business consulting, and manages its own wrap-fee program.

Ruth Rivera is a financial advisor at Crescendo Wealth Group LLC in Round Rock, TX, with 12 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked for Resources Investment Advisors, Inc. for 10 years. In addition to her advisory role, she owns ARM, LLC, a consulting business focused on 401(k) administration and compliance for employer-sponsored plans. Crescendo Wealth Group provides ongoing portfolio management for individual clients and consulting services to pension and employee benefit plans. The firm uses a range of investment vehicles and manages accounts on a discretionary basis, employing long-term strategies informed by fundamental and quantitative analysis.

Peter Coulchinsky is a financial advisor at The Summit Group in San Antonio, TX, holding Series 63 and Series 66 licenses with 26 years of industry experience. He has been with Argenta Capital Management, LLC dba The Summit Group since 2014. The Summit Group serves a small base of mostly individual clients, providing portfolio management, financial planning, and consulting services. The firm manages approximately $16 million in discretionary assets, focusing on equity-heavy portfolios and operates with a two-person advisory team.

Stephen Wilde is a financial advisor at Glass Wealth Management Co., LLC in San Antonio, TX, with 27 years of industry experience. He holds a Series 63 designation and has worked at various iterations of Glass Wealth Management since 1999. Outside of his advisory role, Mr. Wilde is involved in family-held investment entities focused on illiquid real estate, private companies, and oil investments. Glass Wealth Management Co., LLC provides discretionary and non-discretionary investment management primarily to high-net-worth individuals, families, trusts, donor-advised funds, and closely held entities. The firm offers fully customized portfolios across core strategies, emphasizing long-term, tax-aware investing, and includes a family-office style service for larger relationships.

Yamara Beck is a financial advisor at AssetFusion with 18 years of industry experience. She holds the Series 63 and Series 65 designations and previously worked with Cambridge Investment Research and Lincoln Financial Securities Corporation. AssetFusion is a fee-only registered investment adviser serving individuals, trusts, estates, charitable organizations, and business entities. The firm focuses on disciplined asset allocation and fundamental analysis to manage diversified portfolios across multiple strategies tailored to varying risk levels.

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.

Jeremiah Sanchez is a financial advisor at Crescendo Wealth Group LLC with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Merrill, Victory Capital, and Bukaty Financial. Sanchez is also the owner of Crescendo Private Wealth Advisory, LLC, an independent licensed insurance agency currently without active business. Crescendo Wealth Group LLC serves individual clients and pension/profit-sharing plans with portfolio management and pension consulting. The firm uses a long-term investment approach based on fundamental and cyclical analysis, modern portfolio theory, and quantitative techniques, typically managing accounts on a discretionary or non-discretionary basis.

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.