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.

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.

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 with 11 years of industry experience. He has been with Riverstone Advisors, LLC since 2012. Riverstone Advisors provides wealth management, financial planning, investment consulting, and family office services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm employs a fiduciary approach combining fundamental and technical analysis, offering customized portfolios and a family office tier for clients with $20 million or more in investable assets.

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.

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.

Brandon La Valley is a financial advisor at Targeted Wealth Solutions in New Braunfels, TX, with 10 years of industry experience. He holds a Series 65 designation and has served in the United States Air Force and Air Force Reserve since 1999, currently working as a pilot. La Valley also works as a residential mortgage loan originator with Stratec LLC dba Trailhead Mortgage. Targeted Wealth Solutions serves individual and high-net-worth clients, as well as retirement plans, foundations, and charitable organizations. The firm provides comprehensive financial planning and portfolio management, using a Modern Portfolio Theory framework supplemented by economic analysis, quantitative models, and factor-driven diversification.

Lindsay Haas is a financial advisor with Oakwell Private Wealth Management in New Braunfels, TX, holding Series 63 and Series 66 licenses and 14 years of industry experience. Prior to joining Oakwell in 2025, she worked with Ameritas Advisory Services and its affiliated companies for over a decade, alongside a long tenure at Mary Kay Cosmetics. She is actively involved in community organizations, serving as President of the Rotary Club of New Braunfels and participating on nonprofit boards such as the Sophienburg Museum and Archives and The Braunfels Foundation Trust. Oakwell Private Wealth Management serves individuals, high-net-worth clients, pension and profit-sharing plans, and corporate accounts by providing investment supervisory services, financial planning, and access to a range of investment products. The firm employs a discretionary approach based on documented goals and risk tolerance, utilizing fundamental, technical, and cyclical analysis across various trading strategies.

Jelveh Pedraza is a financial advisor at Cavu Wealth Management with 17 years of industry experience. She holds a Series 66 designation and has worked at Cavu Wealth Management since 2020, following five years at Laurel Wealth Advisors. Pedraza also operates as a Private Wealth Advisor and Senior Portfolio Manager under the co-branded DBA Palizban Pedraza Wealth Advisors. Cavu Wealth Management serves individual, retirement plan, charitable, and corporate clients by providing discretionary investment supervisory services, financial planning, and retirement-plan advisory. The firm manages portfolios using asset allocation, fundamental and technical analysis, mutual funds and ETFs, and option strategies, with a multi-office presence and the use of derivatives in separately managed accounts.

Amber Picard is a CFP® professional with five years of experience in financial advising. She is currently with Astoria Strategic Wealth, Inc., where she has worked since 2021. Prior to that, she gained experience at Financial Synergies Wealth Advisors, Inc. and has held academic roles at Texas A&M University and Tyler Junior College. Astoria Strategic Wealth provides financial planning and investment management services to individuals, charitable organizations, private businesses, and retirement plans. The firm employs a team-based approach, managing approximately $482 million in assets and emphasizing asset allocation through ETFs and mutual funds supported by fundamental and quantitative analysis.

Robert Kokol is a CFP® professional with 22 years of experience in the financial services industry. He has worked at Atticus Wealth Management since 2020 and previously held roles at SCF Investment Advisors, Global Financial Private Capital, and Divorce Financial Planning. He is also the owner of Global Planning Solutions & Advisory LLC, where he serves as an insurance agent for non-variable life insurance products and related coverage. Atticus Wealth Management is a team-based registered investment advisor that serves individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm provides portfolio management, pension consulting, and comprehensive financial planning, employing a range of investment strategies from long-term allocations to short-term trading.

Kirby Jacobson is a CFP®, CFA®, and Series 65-registered financial advisor with 16 years of industry experience. He is currently with Astoria Strategic Wealth, Inc., where he has worked since 2021. Prior to this, he founded Jacobson Wealth Management LLC and has experience with Lee Financial Company, LLC and Darwin's Beagle, Inc. Astoria Strategic Wealth provides financial planning and investment management services primarily for individuals and high-net-worth clients, as well as charitable organizations and private businesses. The firm focuses on diversified asset allocation with a long-term buy-and-hold strategy and offers tiered service levels that include tax-aware planning and estate-document review.

Kevin Webb is a financial advisor with OFG Financial Services, Inc. in New Braunfels, TX, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has worked at OFG Financial Services since 2007 and also operates Webb Insurance. Outside of his advisory role, Webb serves as a Comal County Texas County Commissioner for Precinct 3, where he is involved in setting the county budget, tax rate, and priorities. OFG Financial Services provides investment advisory and planning services to individuals and corporations, managing approximately $270 million in assets across 843 client relationships with a team of 37 advisors. The firm uses fundamental analysis to construct portfolios emphasizing no-load mutual funds and listed securities, managing accounts on a non-discretionary basis and documenting client objectives before making recommendations.