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.

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.

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.

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.

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.

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.

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.

Michele Camp is a financial advisor at Beacon Advisors with 10 years of industry experience. She holds a Series 63 designation and previously worked at JPMorgan Chase Bank NA and Custos Family Office LLC. Michele serves as Vice President and finance committee member of the board for Christian Assistance Ministry and holds board positions with the Founder's Council supporting Texas Biomed and the Texas Business Hall of Fame. Beacon Advisors provides investment advisory and financial planning services primarily to individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm emphasizes risk management, asset allocation, and diversification, tailoring portfolios to client objectives and conducting regular account reviews using multiple analysis methods.

Mary Haselhorst is a financial advisor at Inflection Financial with 18 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Financial Life Advisors and Commonwealth Financial Network. Inflection Financial serves both company 401(k) plans and individual clients, offering investment and non-investment consulting for retirement plans as well as comprehensive financial planning and wealth management. The firm combines ERISA fiduciary plan management with active trading and options strategies, managing approximately $342 million in assets across about 50 clients.

Ellen Smith is a financial advisor at Janus Financial Planning, LLC in San Antonio, TX, holding a Series 65 designation. She has eight years of experience at Southwest Research Institute and previously worked at Bechtel Corporation. Janus Financial Planning, LLC serves individual and high-net-worth clients as a fee-only registered investment adviser, offering investment management, financial planning, tax return preparation, and bookkeeping services. The firm emphasizes passive, index-based funds within individualized investment policies and integrates tax and retirement considerations into its portfolio management.

Alejandro Cabezut is a financial advisor at The Summit Group with nine years of industry experience. He holds the Series 65 and Series 66 credentials and has been with The Summit Group since 2016. The firm is a two-person advisory team based in San Antonio, TX. The Summit Group serves primarily individual clients, offering portfolio management, financial planning, and consulting services. The firm manages approximately $16 million in discretionary assets, focusing on equity-heavy portfolios with ongoing discretionary supervision.

Robert Geary is a financial advisor with Rmdr Advisors, Inc. in San Antonio, TX, holding a Series 63 designation and 47 years of industry experience. He has worked with Rmdr Advisors, formerly Geary Investment Advisory Service, since 1985 and was with Regal Investment Advisors from 2026 to the present. Geary is also a licensed insurance agent. Rmdr Advisors provides investment advisory services to individual clients, including many retirement account holders and high-net-worth individuals. The firm focuses on discretionary portfolio management with diversified investments and a client-specific approach, serving niches such as higher-education retirement plans.