Alec Walker is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Crestmont Private Wealth LLC since 2019. Prior to joining Crestmont, he worked at Avondale Wealth Management LLC for five years. He is also licensed as an insurance agent, providing sales and service of general lines. Crestmont Private Wealth LLC offers discretionary and non-discretionary investment management, financial planning, and retirement services to individuals, high-net-worth families, trusts, retirement plans, and charitable organizations. The firm’s investment approach combines strategic asset allocation with tactical adjustments, focusing on value-oriented portfolios that include fixed income, mutual funds, ETFs, and cash positions.

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.

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.

Raphael Vega is a financial advisor at Independence Wealth Group with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has been with G. H. Wealth Management, LLC since 2016. In addition to his advisory role, he is involved in selling Medicare Advantage and prescription drug plans. Independence Wealth Group offers portfolio management and comprehensive financial planning primarily for individual clients. The firm uses a strategic, long-term asset allocation approach with fundamental analysis and provides tailored plans based on clients’ goals, risk tolerance, and tax considerations.

Gerardo Gomez De La Sierra is a financial advisor at Altamira Capital Management LLC with 15 years of industry experience. He holds a Series 66 designation and has been with Altamira since 2015. Altamira Capital Management provides discretionary investment management through the Altamira Prima Fund, LP, serving institutional investors, family offices, and other qualified persons. The firm employs a derivatives-centric strategy focused on exchange-listed equity index options and options on index futures, combining fundamental and technical analysis with a proprietary probabilistic model and firm-specific risk metrics.

Rodolfo Torres is a financial advisor at Torres Financial Services, Inc. in San Antonio, TX, with 26 years of industry experience. He holds a Series 63 designation and has worked at CIM Securities, LLC since 2009 and at Torres Financial Services since 1999. Torres Financial Services serves individual and high-net-worth clients by providing integrated wealth management that combines discretionary and non-discretionary portfolio management with financial consulting and planning. The firm’s investment approach incorporates fundamental and technical analysis with a focus on growth-and-income and value-oriented strategies across both long- and short-term holdings.

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.

Jacob Warren is a financial advisor at Financial Planning HQ, LLC in San Antonio, TX, with 13 years of industry experience. He holds a Series 66 designation and has worked at firms including Lincoln Financial Securities Corporation, MML Investors Services, LLC, MassMutual Life Insurance Company, and MetLife Securities Inc. Warren is also licensed to offer traditional life insurance and fixed annuities. Financial Planning HQ provides comprehensive financial planning and ongoing plan maintenance to individual clients through a three-advisor team. The firm focuses on tailored financial plans, safety and insurance reviews, and broad asset allocation guidance, referring clients to third-party money managers for discretionary portfolio management.

Rozanne Mcmanus is a financial advisor with Sensus Wealth Management Group LLC in San Antonio, TX, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. She has been with Sensus Wealth Management Group since 2014. Outside of her advisory role, Mcmanus serves as Secretary/Treasurer of SENSUS Entertainment Group, LLC. Sensus Wealth Management Group provides discretionary portfolio management and advisory services to individual and high-net-worth clients, using a combination of technical and fundamental analysis to construct portfolios that may include equity positions, active trading, and option overlays. The firm manages approximately $30.4 million in assets and maintains client custody with Interactive Brokers and select legacy accounts with American Funds.

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.

Robert Edwards is a financial advisor at Edwards Financial & Insurance Services in Helotes, TX, holding a Series 65 designation with six years of industry experience. Prior to his current role, he worked at Verity Asset Management’s Encompass More division and Appreciation Financial. Outside of advising, Edwards is employed as a sales manager at Amdocs, a non-investment-related business. Edwards Financial & Insurance Services serves retail individual clients by offering model-based portfolio management combined with comprehensive financial, estate, and retirement planning, as well as charitable giving advice and cash management. The firm primarily uses low-cost ETFs and mutual funds in its model portfolios and employs fundamental analysis, managing approximately $3.5 million across about 150 client accounts without imposing an account minimum.

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.

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.

Daniel Rodriguez is a financial advisor at Sensus Wealth Management Group LLC with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Southern Cross Financial Group LLC and Sensus Wealth Management Group LLC since 2013. Outside of advisory services, he is involved in managing several limited liability companies engaged in capital formation, residential real estate development, and musical entertainment. Sensus Wealth Management Group LLC provides discretionary portfolio management and advisory services to individual and high-net-worth clients through separately managed accounts and sub-advisory relationships. The firm uses a combination of technical and fundamental analysis to construct portfolios that may include long- and short-term equity positions, active trading, and option strategies, managing approximately $30.4 million in regulatory assets.

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.