Mauricio Sanchez is a financial advisor at Portafolio Capital Management with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Martin Capital Advisors, LLP and JPMorgan Securities LLC. Outside of his advisory work, he is the founder and Chief of Strategy of GURUPRESARIO LLC, a marketing and consulting business that helps small business owners develop operational skills. Portafolio Capital Management is an independent, fee-only registered investment adviser serving high-net-worth and ultra-high-net-worth individuals, families, trusts, estates, charitable organizations, endowments, and businesses. The firm manages discretionary portfolios with a focus on strategic asset allocation and offers several portfolio strategies, including a proprietary Tactical Sector Rotational strategy and an Alpha Long-Term Growth strategy, as well as customized options.

Dantonio Fowler is a financial advisor at Conceptum Strategies in San Antonio, TX, holding Series 65 and Series 63 licenses with two years of industry experience. Prior to founding Conceptum Strategies, he worked with Primerica Advisors and Primerica Financial Services. Outside of his advisory role, he is involved in a social media management business. Conceptum Strategies offers customized advisory services to individuals, families, trusts, foundations, and small businesses, providing discretionary portfolio management and financial planning with an emphasis on tax-efficient strategies and ESG investing. The firm employs a blend of fundamental, technical, and quantitative analysis in its investment approach.

Jimmy Hernandez is a financial advisor at Sherpa Wealth Management LLC in San Antonio, TX, holding a Series 65 license with seven years of industry experience. His prior experience includes roles at Brookstone Wealth Advisors and Wealth Watch Advisors. Hernandez is also the owner of Sherpa Life, LLC, an insurance agency specializing in funeral and final expense insurance. Sherpa Wealth Management is an independent registered investment adviser serving individual and high-net-worth clients with discretionary asset management and comprehensive financial planning. The firm constructs portfolios aligned with clients' objectives and risk tolerance, often using a blend of long- and short-term strategies, and collaborates with third-party managers when appropriate.

John Hall is a financial advisor at JW Hall Financial LLC in San Antonio, TX, holding a Series 66 designation with one year of industry experience. His prior roles include positions at J.P. Morgan Chase Securities LLC and Acadian Capital Group. Before entering the financial industry, he worked in the nutrition sector at Planet Nutrition. JW Hall Financial LLC is a fee-only registered investment adviser offering wealth management, discretionary and non-discretionary investment management, and financial planning to individuals, high-net-worth clients, and corporations. The firm employs a combination of modern portfolio theory, strategic asset allocation, and multiple analytical approaches, utilizing both passive and active investment vehicles.

Edward Benson is the sole advisor at Edward Allen Benson, PhD, an independent firm based in San Antonio, TX. He holds a Series 63 designation and has nine years of industry experience, alongside over three decades of professional work under his name since 1992. Benson's firm focuses on fee-only investment advice and portfolio management for a small roster of individual clients and trustees. The firm emphasizes fundamental research with a long-term buy-and-hold strategy, managing accounts on a limited-discretion basis while clients retain control over custodial brokerages.

Lynda Paul is a CFP® professional with 28 years of experience in financial advising. She has worked at Sound Money Management, Inc. since 2010 and previously spent 18 years at the Retirement Planning Center of Northern IL. She is also a non-practicing CPA and an independent insurance broker. Sound Money Management, Inc. provides financial planning, investment advisement, and administration services primarily to individuals, families, trusts, estates, and family businesses. The firm operates mainly as a solicitor for third-party turnkey asset management programs, focusing on goal-based, strategic asset allocation models and coordinating implementation through these programs.

Nam Phan is the principal of Phan Capital and holds a Series 65 designation with six years of industry experience. He has worked at Phan Capital Management, LLC since 2019 and concurrently serves as an advanced clinical pharmacist at Methodist Hospital South, a role he has held since 2017. Phan Capital provides comprehensive wealth management, discretionary portfolio management, and financial planning services to individual clients and certain businesses. The firm’s investment approach emphasizes diversified allocations using mutual funds and ETFs, tailoring strategies to each client and managing accounts on a discretionary basis.

Martin Altimore is the sole advisor at MSA Capital Management, PLLC, an independent firm based in Fair Oaks Ranch, TX. He holds Series 63 and Series 65 licenses and has nine years of industry experience. Since 2016, he has led Martin S. Altimore Capital Management. MSA Capital Management provides discretionary investment management to individuals, small businesses, charitable organizations, and other entities. The firm employs a Macro Approach to investing, combining technical, fundamental, and economic analysis to construct portfolios of equities, fixed income, ETFs, and cash tailored to clients’ risk tolerance and financial needs.

Jason Thomas is a CFP® professional with eight years of experience in financial advising. He has led Jt Wealth Management since 2017 and previously worked at the Space and Naval Warfare Systems Center Pacific for 12 years. Jt Wealth Management provides discretionary investment advice and portfolio management to individuals and small businesses, focusing on portfolios built with individual equities and ETFs to enhance tax efficiency and reduce fee layering. The firm employs an active management approach that includes fundamental, technical, and cyclical analysis, along with derivatives and options-based hedging strategies to manage risk.

Karan Bhanot is a financial advisor with Oagh, holding a Series 65 designation and over 10 years of industry experience. He has led Oagh since 2015 and has been affiliated with the University of Texas at San Antonio since 1997. Bhanot serves on the Board of Directors of IATRICA, a research organization collaborating with Johns Hopkins University on cancer research. Oagh, LLC is an independent investment management firm providing portfolio management for individuals, trusts, endowments, foundations, pooled investment vehicles, corporations, and other business entities. The firm employs a research-driven approach combining fundamental, technical, quantitative, and qualitative analysis to construct portfolios tailored to client objectives and risk tolerances.

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 a financial advisor with South Texas Advisors for Retirees, LLC in San Antonio, TX, holding a Series 65 credential and 15 years of industry experience. He has been with South Texas Advisors for Retirees since 2010 and also owns South Texas Assurance for Retirees, an insurance agency established in 1990, where he dedicates the majority of his professional time. South Texas Advisors for Retirees provides investment supervisory services and hourly financial planning to individual and high-net-worth clients, using a documented risk tolerance approach and a trading strategy focused on options alongside other securities. The firm manages discretionary portfolios and offers commissionable insurance products through its principal’s licensed insurance agent status.

Ronnie Haim is a financial advisor at Capital Alliance Wealth Management in San Antonio, TX, holding a Series 66 designation with 22 years of industry experience. His prior roles include positions at LPL Financial LLC, Independent Financial Partners, and IFP Securities, LLC. In addition to advisory services, he is licensed to sell fixed universal life insurance policies through multiple carriers. Capital Alliance Wealth Management provides asset management, financial planning, and retirement plan consulting to individuals, trusts, estates, and business entities. The firm utilizes a combination of fundamental and technical analysis alongside modern portfolio theory, offering tailored strategies including hedging tools and alternative investments, with a noted focus on employer-sponsored retirement plan consulting and fiduciary services.

Marco Gamboa is the principal advisor at Gamboa Capital Management Inc. in San Antonio, TX, holding Series 63 and Series 65 licenses with 27 years of industry experience. He has managed his independent advisory firm since 1995. Outside of his advisory work, Mr. Gamboa is involved in real estate ownership and management through Proportional Prosperity LLC and in commercial and residential construction via Sitterle Gamboa Custom Builders LLC. Gamboa Capital Management provides continuous investment advisory services to high-net-worth individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm employs a combination of fundamental, technical, and cyclical analysis, managing accounts on a discretionary basis with strategies ranging from long-term buy-and-hold to short-term trading.

Brian Kraus is the founder and principal of Kraus Capital Management, LLC in San Antonio, TX, with 27 years of industry experience. He holds the CFP® and Series 66 designations. Prior to leading his own firm, he was associated with Purshe Kaplan Sterling Investments for over a decade. Kraus Capital Management provides discretionary asset management, retirement planning, and investment consulting to individuals, high-net-worth clients, trusts, pension and profit-sharing plans, and businesses. The firm employs a combination of fundamental, technical, and cyclical analysis to create portfolios tailored to client objectives, with ongoing monitoring and rebalancing.

Luke Scamardo is a CFP® and holds a Series 66 license with 22 years of experience in financial advising. He has been the sole advisor and principal of Scamardo Financial LLC since 2004. Scamardo Financial LLC provides portfolio management, financial planning, and pension consulting services primarily to individuals, including high-net-worth clients, as well as pension and profit-sharing plans. The firm emphasizes a long-term investment approach driven by fundamental analysis and operates mainly on a non-discretionary basis, requiring client approval before implementation of recommendations.

Matthew Schwegman is a CFP® professional with 14 years of industry experience, operating as the sole advisor at ComposedPro, Inc. He also serves as CFO of Made in the Shade, a franchisor of custom window treatments, where he oversees financial, accounting, and tax activities. Additionally, he is president of two related businesses providing tax preparation and small business consulting services. ComposedPro, Inc. is an independent wealth management firm serving approximately 50 clients with financial planning, portfolio management, retirement-account advice, estate planning support, and access to alternative investments. The firm’s approach emphasizes goals-based planning, fee and tax reduction through disciplined portfolio construction, and specialized separately managed account solutions.

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.

Ernest De La Rosa Jr. is a financial advisor at Visionary Wealth Partners LLC with seven years of industry experience. He holds a Series 66 designation and has worked at several firms including Mass Mutual Investors Services, Equitable Advisors, and Merrill. In addition to his advisory role, he is an independent insurance agent specializing in life, disability, employee benefits, and fixed annuities. Visionary Wealth Partners LLC provides investment management, financial planning, and retirement-plan consulting to clients such as trusts, estates, charitable organizations, corporations, and pension and profit-sharing plans. The firm emphasizes passive investment strategies using diversified, low-cost index funds and ETFs, asset allocation, and tax-aware portfolio management, and offers advisory services on assets held within insurance products.