Logan Robinson is a financial advisor at Cornermen Financial, LLC with six years of industry experience. He holds the Series 66 designation and has worked previously at Equitable Advisors, LLC and BoxDrop. Cornermen Financial serves individuals, high-net-worth clients, and business entities, managing approximately $144 million for about 400 clients. The firm offers portfolio management, financial life planning, and uses model or customized portfolios, employing modern portfolio theory and Monte Carlo simulations to assess risk and outcomes.

Eric Efron is a CFA® charterholder with 19 years of industry experience, currently serving as an advisor at Texas Institutional Investment Management, LLC since 2004. He holds a Series 63 license and is based in San Antonio, TX. Texas Institutional Investment Management provides discretionary investment supervisory services to high net worth individuals and various institutional clients, including pension plans, charitable institutions, and municipalities. The firm employs a growth-equity approach focused on equities within the Russell 3000 Growth universe and uses a structured three-step investment selection process involving technical screening, quantitative scoring, and fundamental review.

David Hornberger is a financial advisor at Glass Wealth Management Co., LLC with 13 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at JPMorgan Chase Bank NA and J.P. Morgan Securities. Outside of his advisory role, he is involved as a managing member in family-owned investment partnerships and serves as a trustee for family trusts. Glass Wealth Management Co., LLC provides discretionary and non-discretionary investment management to high-net-worth individuals, families, trusts, donor-advised funds, and closely held entities. The firm offers fully customized portfolios across core strategies, emphasizing long-term, tax-aware investing and a documented sell discipline.

Mitchell Law is a CFP® and holds a Series 65 license, currently serving with Arrow Wealth Advisors in San Antonio, TX. He has two years of industry experience, including his tenure at Arrow Wealth Advisors beginning in 2023. Prior to his financial advisory career, he spent five years at Brigham Young University and was employed by the Church of Jesus Christ of Latter-Day Saints for two years. Arrow Wealth Advisors serves individual and high-net-worth clients, charities, and business entities with discretionary portfolio management, financial planning, and ERISA retirement-plan advisory services. The firm uses an evidence-informed, market-centric investment approach focused on broadly diversified portfolios and tax-aware decisions tailored to individual financial plans.

Timothy Brown is a financial advisor with The Viable Group, Inc. in San Antonio, TX, holding Series 63 and Series 65 licenses and having 26 years of industry experience. He has been with The Viable Group since 2007 and also has involvement in Viable Strategies, Inc., where he acts as an insurance agent for fixed annuities, life insurance, and long-term care. The Viable Group, Inc. provides personalized financial planning and discretionary investment management to individuals, trusts, estates, and charitable organizations, serving both non-high-net-worth and high-net-worth clients. The firm’s investment approach includes fundamental, technical, and cyclical analysis with ongoing portfolio review.

Robert Blount is a financial advisor with Pivot Investment Planning, LLC, holding Series 65 and Series 63 licenses and four years of industry experience. He has worked at firms including Valmark Securities, Lion Street Advisors, and Transamerica Financial Advisors. Outside of financial advising, he serves as Vice President of Lake Livingston Telephone Company and is Treasurer and a board member of The Order of the Alamo, a nonprofit organization. Pivot Investment Planning is a small registered investment adviser serving individual and high-net-worth clients with portfolio management and written Investment Policy Statements. The firm uses a combination of analytical approaches and manages discretionary accounts with both long-term and active trading strategies.

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.

Brandon Dimicelli is a financial advisor at Compass Financial Group with four years of industry experience. He holds a Series 65 designation and has previously worked at Brookstone Wealth Advisors, LLC. In addition to his advisory role, he has been an independent insurance agent since 2009, selling life insurance and fixed annuities. Compass Financial Group serves individual clients and insurance companies, focusing on discretionary and non-discretionary portfolio management and financial planning. The firm employs model portfolios and third-party money managers, offering a combination of investment products and client education through seminars and workshops.

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.

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.

Howard Rappaport is a financial advisor with Cornermen Financial, LLC in San Antonio, TX. He holds Series 63 and Series 65 credentials and has 21 years of industry experience. His prior roles include positions at Sequent Planning, LLC, ProEquities, Inc., and Securian Financial Services, Inc. Outside of his advisory work, Rappaport is involved in sports broadcasting and serves as a director and educator for a nonprofit focused on retirement planning education. Cornermen Financial, LLC offers portfolio management and financial life-planning services to individuals and business clients, utilizing model and customized portfolios through the SEI Asset Management platform. The firm employs a modern portfolio theory-based investment process with Monte Carlo simulations, focusing on a range of asset classes and both long- and short-term trading strategies.

Frank Dimicelli is a financial advisor at Compass Financial Group with eight years of industry experience. He holds a Series 65 designation and has worked at Brookstone Wealth Advisors, Regal Investment Advisors, and Compass Financial Group throughout his career. Outside of advising, he is involved as a board member of Crossroads Church and owns several non-investment businesses, including wholesale and retail jewelry companies. Compass Financial Group provides discretionary and non-discretionary portfolio management and financial planning primarily for individual clients and insurance companies. The firm focuses on model portfolios and third-party money managers, offering a combination of asset management and educational services through seminars and workshops.

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.

Logan Dietel is a CFP® professional with 20 years of experience in the financial services industry, currently with Cornermen Financial, LLC since 2022. His prior roles include positions at Sequent Planning, LLC and ProEquities, Inc., among others. Outside of his advisory work, he is involved in ranching and printing businesses and owns a nonprofit financial education institute that offers retirement planning classes in the San Antonio area. 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 uses a structured investment process based on modern portfolio theory and offers both model and customized portfolios through the SEI Asset Management platform.

Christopher Wilde is a financial advisor at Glass Wealth Management Co., LLC in San Antonio, TX, holding Series 63 and Series 65 licenses with 10 years of industry experience. He has been with Glass Wealth Management and its predecessor entity since 2013. Outside of his advisory role, Wilde is involved in managing several closely-held family investment vehicles focused on illiquid real estate, private company investments, and oil and gas ventures. Glass Wealth Management Co., LLC provides discretionary and non-discretionary investment management and consulting services to individuals, families, trusts, estates, and small corporate entities. The firm employs a combined top-down and bottom-up investment approach, emphasizing tax efficiency, low turnover, and a defined sell discipline, with a particular focus on family office and Total Asset Management services for high-net-worth families.

Benjamin Clark is a financial advisor with Cornermen Financial, LLC in San Antonio, TX, holding Series 66 and Series 63 licenses and bringing seven years of industry experience. His background includes roles at Equitable Advisors, AXA Advisors, Toroso Financial Group, and 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 uses modern portfolio theory and Monte Carlo simulations to guide investment decisions, offering both model and customized portfolios primarily in mutual funds, ETFs, hedge funds, private equity, stocks, and bonds.

Simon Saberon is a financial advisor at Saber and Shield Wealth Management, L.L.C., holding a Series 65 designation with six years at the firm. He has been a U.S. Army ROTC Cadet and Scholarship Recipient since 2022. Saber and Shield Wealth Management provides discretionary and non-discretionary portfolio management to individuals, families, entities, retirement plans, trusts, estates, and small businesses. The firm employs a globally diversified investment approach grounded in modern portfolio theory, using mutual funds, ETFs, and individual equities alongside fundamental and economic cycle analysis.

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.