Michael Gaona is a financial advisor at Heritage Haus Wealth Partners LLC with eight years of industry experience. He holds Series 65 and Series 66 licenses and has previously worked at Teamwork Financial Advisors and First Command Financial Services. Heritage Haus Wealth Partners provides discretionary wealth management services through three tiers, serving advisory clients with tailored portfolios, financial planning, and retirement-plan services, including management of held-away accounts via third-party technology. The firm uses a broad range of investment strategies and emphasizes a documented process for monitoring and rebalancing accounts.

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.

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.

Danial Verhaalen is a financial advisor with Hackett Financial Group, LLC, holding a Series 66 designation and 12 years of industry experience. His prior roles include positions at Wells Fargo Clearing Services LLC, Charles Schwab & Co., Inc., and Waddell & Reed. Hackett Financial Group provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, corporations, and other business entities. The firm employs an asset-allocation approach focused on risk tolerance and capacity, utilizing global diversification, low costs, tax efficiency, and a mix of ETFs, structured products, and fundamental, technical, and cyclical analysis.

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.

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.

Natalie Picha is a financial advisor at RHP Wealth Management with 16 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Bank of America and Merrill Lynch. Outside of her advisory role, she is a 60% owner of Darrell Picha Creative, a branding and creative consulting business, and volunteers as a financial education instructor for Women’s Wealth Now. RHP Wealth Management is a five-advisor team managing approximately $345 million in discretionary assets. The firm serves individuals, trusts, estates, charitable organizations, and businesses, offering wealth management services with a focus on diversified, tax-aware asset allocation and behavioral considerations.

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.