Lori Barker is a financial advisor at Best Invest with six years of industry experience. She holds the Series 63 and Series 65 designations. Before joining Best Invest, she worked at Alamo Irrigation for eleven years. Best Invest provides investment management, financial planning, and consulting services to individuals, high-net-worth clients, employer-sponsored plan participants, small businesses, and corporations. The firm employs a combination of fundamental analysis, Modern Portfolio Theory, and technical analysis to actively manage and rebalance portfolios, often utilizing margin transactions, option writing, leveraged ETFs, and ETNs.

Randall Reinagel is a financial advisor with Money Managers Inc in San Antonio, TX, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has worked at LPL Financial and NEXT Financial Group before and during his tenure at Money Managers Inc. Randall also operates a non-variable insurance agency as a side business. Money Managers Inc provides investment advisory services to individuals, small businesses, and investment company clients, offering discretionary portfolio management, financial planning, and pension consulting. The firm manages accounts using model portfolios and a combination of fundamental and technical analysis, and it acts as a wrap fee program sponsor, a role that is uncommon among peer team firms.

German Mora is a financial advisor with Gagni Wealth Management LLC in San Antonio, TX, holding a Series 66 designation and 17 years of industry experience. His prior roles include positions at Tapfin/EY, San Blas Securities, Intercam Securities, Mora Wealth Management, Wells Fargo Advisors, and Merrill Lynch. He has ownership in GM Financial & Trust LLC, an investment management firm based in Orlando, FL. Gagni Wealth Management provides investment advisory, portfolio management, and financial consulting to high-net-worth and non-HNW individuals, as well as corporations, trusts, and small businesses. The firm utilizes a combination of fundamental and technical analysis across model allocations and tailored strategies, including options trading, and offers discretionary and non-discretionary management along with insurance products.

Howard Rappaport is a financial advisor with Cornermen Financial, LLC in San Antonio, TX, holding Series 63 and Series 65 registrations and bringing 20 years of industry experience. He has worked at Cornermen Financial since 2022 and previously at Sequent Planning, LLC and ProEquities, Inc. Outside of advising, Rappaport is involved in sports broadcasting as a play-by-play radio announcer and serves as a director and educator for a nonprofit focused on financial education and retirement planning. Cornermen Financial serves individuals, high-net-worth clients, and business entities, managing approximately $144 million across about 400 clients with a three-advisor team. The firm offers portfolio management, financial life planning, and uses model and customized portfolios, applying modern portfolio theory and Monte Carlo simulations to assess risk and outcomes.

John Fosdick is a financial advisor at Best Invest in San Antonio, TX, holding Series 63 and Series 65 licenses with 26 years of industry experience. He worked at Kercheville & Company for 19 years before joining Best Invest in 2018. Outside of advising, he is the sole member and director of Fearless Securities, LLC, a real estate investment holding company. Best Invest offers investment management, financial planning, and consulting services to individuals, high-net-worth clients, employer-sponsored plan participants, small businesses, and corporations. The firm utilizes fundamental analysis, Modern Portfolio Theory, and technical analysis to actively manage and rebalance portfolios, often employing strategies such as margin transactions, option writing, and leveraged ETFs.

Hannah Perry is a financial advisor at Crestmont Private Wealth LLC with seven years of industry experience. She holds the Series 65 designation and has worked at multiple firms including Denham and Lillich Wealth Management and Avondale Wealth Management before joining Crestmont Private Wealth in 2019. Crestmont Private Wealth LLC provides investment management, financial planning, and retirement services to individuals, families, estates, trusts, and institutional clients. The firm employs a value-oriented investment approach with strategic asset allocation and tactical adjustments, managing a diverse mix of fixed-income securities, mutual funds, ETFs, and cash based on market conditions.

Logan Dietel is a CFP® with 20 years of industry experience, currently serving as a financial advisor at Cornermen Financial, LLC. His prior experience includes roles at Sequent Planning, LLC and ProEquities, Inc. Outside of advising, he is involved in ranching and hunting operations through Dietel Ranch Management, Inc., and participates in the printing and advertising business with Dietel & Son Printing, Inc. He also owns a 501(c)(3) financial education institute that offers retirement planning classes in the San Antonio area. Cornermen Financial manages approximately $144 million for around 400 clients, providing portfolio management, financial life planning, and client strategy implementation using model and customized portfolios. The firm employs modern portfolio theory and Monte Carlo simulations to assess risk and outcomes, often utilizing SEI’s Asset Management Program and sub-advised models with discretionary authority.

Benjamin Clark is a financial advisor with Cornermen Financial, LLC, holding Series 66 and Series 63 licenses and seven years of industry experience. He has worked with firms including Equitable Advisors, AXA Advisors, Toroso Financial Group, and has experience connected to Texas A&M University - Corpus Christi. Cornermen Financial, LLC provides portfolio management and financial life-planning services to individuals, including high-net-worth clients, as well as corporate clients. The firm employs a modern portfolio theory-based investment process using Monte Carlo simulation, offers model and customized portfolios, and manages approximately $172.7 million across several hundred accounts.

Christopher Hufana is a financial advisor at Money Positive with three years of industry experience. He holds the Series 66 designation and has worked at firms including Citigroup Global Markets and J.P. Morgan Securities. Prior to his financial career, he served eight years in the U.S. Army. He is also involved with Barkada Fund, where he has participated for over a decade. Money Positive is a member-owned cooperative that provides financial planning and discretionary investment management to households and small businesses. The firm integrates tax, bookkeeping, and fractional CFO services alongside passive investment strategies emphasizing index funds and ETFs, with an option for ESG/SRI allocations through Betterment SRI funds.

Jaylon Dukes is a financial advisor with Compass Financial Group in San Antonio, TX. He holds a Series 65 designation and has been with the firm since 2024. Prior to joining Compass Financial Group, he worked in education at Brooks Collegiate Academy and Academica Southwest. Compass Financial Group provides investment advisory and financial planning services primarily to individual clients and insurance companies, using third-party model portfolios and favoring long-term strategies. The firm combines portfolio management with licensed insurance agency services and manages approximately $91.6 million in assets.

Byron Fields is a Series 66-licensed financial advisor with 25 years of industry experience. He is a managing partner at Titleist Asset Management, LLC and has held roles at Shorebird Capital, LP and Titleist Capital, LLC since 2003. Outside of his advisory work, he holds a limited partner interest in Palmetto Holdings, a non-investment related holding company. Titleist Asset Management, LLC is an SEC-registered investment adviser serving individuals, trusts, estates, and retirement plan sponsors. The firm manages approximately $2.43 billion for about 1,600 clients, providing discretionary portfolio management across defined allocation strategies, financial planning, and retirement plan advisory services.

Paul Anderson is a financial advisor at American Market Advisors, Inc. with 35 years of industry experience. He holds the PFS™ designation and has worked at Anderson, Johns, Yao & Davis CPAs P.C. since 2000, where he serves as president of the public accounting firm. American Market Advisors provides discretionary and non-discretionary portfolio management primarily for high net worth individuals and select institutional clients. The firm utilizes a combination of fundamental, technical, and quantitative analysis to construct risk-adjusted equity and fixed income portfolios, integrating risk management and employing strategies such as options, long/short techniques, and short selling.

Amanda Dunn is a financial advisor with Money Positive in Shavano Park, TX. She holds a Series 65 designation and has been with Money Positive since 2025. Outside of her advisory role, she is the owner of Keys to Inclusion, LLC, where she works as an educational tutor. Money Positive is a member-owned cooperative that provides financial planning and discretionary investment management to households and small businesses. The firm also offers non-investment services such as bookkeeping, tax preparation, fractional CFO support, and educational workshops, employing a passive investment approach primarily using index mutual funds and ETFs with ESG/SRI options through Betterment funds.

Daniel Seltzer is a CFP® and holds a Series 66 license with 15 years of industry experience. He has worked at Arrow Wealth Advisors since 2017 and previously was affiliated with US Financial Advisors, LLC and LPL Financial. Located in San Antonio, TX, he is a principal at a firm with two advisors. Arrow Wealth Advisors serves individual and high-net-worth clients, charities, and business entities, providing discretionary portfolio management, financial planning, and ERISA retirement-plan advisory services. The firm employs an evidence-informed, market-centric investment approach focused on diversification, systematic implementation, and tax-aware decisions.

Jamin Kirkwood is a financial advisor with Secure Financial Management in San Antonio, TX, holding CFP® and Series 66 credentials and bringing 20 years of industry experience. He has worked at Kirkwood Financial Services, LLC since 2011 and has been with Wholesalers Insurance Group, LLC since 2022. In addition to financial advising, Mr. Kirkwood is also an insurance agent appointed with various companies, dedicating approximately 15% of his time to insurance-related activities. Secure Financial Management provides discretionary portfolio management, retirement planning, and comprehensive financial consulting to individual and select business clients. The firm manages around $400 million and combines multiple analytical methods with a value-oriented, long-term equity focus and active portfolio monitoring to serve both high-net-worth and non-high-net-worth households.

Allison Gagni is a financial advisor with Gagni Wealth Management LLC, holding Series 63 and Series 65 designations and nine years of industry experience. She has worked with Gagni Wealth Management since 2016 and Maridea Wealth Management LLC since 2024. Allison is also a licensed insurance agent, dedicating a portion of her time to insurance sales and implementation. Gagni Wealth Management serves individual clients, corporations, trusts, and small businesses, managing discretionary and non-discretionary portfolios across approximately 139 accounts. The firm combines fundamental and technical analysis to build and monitor model allocations, including Balanced, Moderate, and Value strategies, and employs derivatives and option strategies in certain accounts.

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.

Denton Nerison is a financial advisor at Torres Financial Services, Inc. with 17 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Eagle Strategies and New York Life Insurance Company. Torres Financial Services serves individual and high-net-worth clients by providing integrated wealth management through discretionary and non-discretionary portfolio management, financial consulting, and planning. The firm employs a blend of fundamental and technical analysis focused on growth-and-income and value-oriented strategies, using a range of investment tools including margin borrowing and options.

Cody Heffron is a Series 66 licensed advisor at Money Managers, Inc. with four years of industry experience. He has worked previously at LPL Financial and NEXT Financial Group Inc., and also spent nine years at HEB Grocery Company. Heffron maintains a role as a non-variable insurance agent alongside his advisory duties. Money Managers, Inc. serves individual and high-net-worth clients, small businesses, and employee benefit plans with portfolio management, wealth management, and financial planning services. The firm primarily offers discretionary portfolio management using model portfolios tailored to different risk tolerances and sponsors a wrap fee program with active management.

Matthew Hartman is a Series 65-licensed financial advisor with 13 years of industry experience. He has been with SA Financial Solutions, LLC since 2012 and also operates MGH Financial, where he is involved in fixed insurance sales. SA Financial Solutions serves individual and high-net-worth clients, managing approximately $18.6 million across about 43 accounts. The firm offers discretionary asset management, financial planning, consulting, and assets-under-advisement reviews, utilizing a combination of fundamental, technical, charting, and cyclical analysis with both strategic and tactical asset allocation.