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.

Shelby Saberon is a Series 65 licensed financial advisor with 11 years of industry experience, currently serving at Saber and Shield Wealth Management, L.L.C. since 2017. Prior to this, Shelby held roles at Retirement Wealth Advisors, Inc., Evident Wealth, and Mann Mortgage. Outside of financial advising, Shelby has been involved with The Passion Travel Company since 2001. Saber and Shield Wealth Management, L.L.C. provides discretionary and non-discretionary portfolio management for individuals, families, trusts, estates, and small businesses. The firm applies modern portfolio theory with globally diversified investments, utilizing mutual funds, ETFs, and individual stocks, and manages approximately $74 million in assets.

William Young is a financial advisor with Stronghold Capital Partners LLC and holds Series 63 and Series 65 licenses. He has 29 years of industry experience, previously working at LPL Financial for 15 years and GRS100 for eight years. Outside of advisory roles, he is an insurance agent through GRS100 under Wealth Multiplied, focusing on insurance-related products. Stronghold Capital Partners serves individual and business clients by providing financial planning, portfolio management, and retirement-plan (ERISA) services, primarily through recommending and monitoring third-party managers. The firm operates a solicitor-centric business model with formal fee-sharing arrangements and supports its multi-office team structure through these referral relationships.

Tyler Dunkelberger is a financial advisor with Reliance Wealth Management in San Antonio, TX, holding a Series 65 credential and three years of industry experience. He previously worked at Coppell Advisory Solutions LLC and is also Vice President and Insurance Agent at Reliance Financial Partners, where he is involved in the sale of insurance products. Reliance Wealth Management serves individuals, high-net-worth clients, foundations, trusts, estates, corporations, and charitable organizations, offering discretionary investment management alongside integrated and stand-alone financial planning. The firm employs a top-down, macro-environmental investment approach with tactical asset allocation and uses a variety of investment vehicles including mutual funds, ETFs, individual equities, bonds, structured notes, and alternative investments.

Grace Suchy is a financial advisor at Reliance Wealth Management in San Antonio, TX, with one year of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at S&D Financial, Coppell Advisory Solutions, Reliance Financial Partners, and Hurley Elder Care Law. Outside of advising, she is also an insurance agent at Reliance Wealth Management. Reliance Wealth Management serves individuals, including high-net-worth clients, as well as foundations, trusts, estates, corporations, and charitable organizations, providing discretionary investment management and financial planning. The firm uses a top-down, macro-environmental investment approach emphasizing tactical asset allocation and sector rotation across various asset classes, including alternatives and structured notes.

Barret Kolle is a financial advisor at Avid Wealth Partners, LLC with 13 years of industry experience. He holds the ChFC® designation and securities licenses Series 63 and Series 65. His prior experience includes roles at Northwestern Mutual and New Edge Advisors. Outside of his advisory role, he is involved in Avid Risk Management, focusing on insurance and financial planning. Avid Wealth Partners provides financial planning, consulting, and investment management services to a diverse client base, including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs a goal-oriented, planning-driven investment approach emphasizing low-cost asset allocation, downside protection, and tax minimization, often incorporating mutual funds, ETFs, individual securities, and fixed income into client portfolios.

Bryan Wing is a CFP® and Series 66-registered advisor with 20 years of industry experience. He has worked at PAX Financial Group since 2016, previously with 360 Wealth Management and LPL Financial. Bryan serves on the board of CASA Child Advocates San Antonio and works as an independent contractor training large language models in various AI labs. PAX Financial Group provides advisory services to individuals, high-net-worth clients, small businesses, and corporations. The firm uses a team-based investment approach guided by an Investment Committee, applying traditional academic models and values-based ETF selections to build diversified, long-term portfolios.

Russell Thamm is a financial advisor at Teamwork Financial Advisors, LLC in San Antonio, TX, holding a Series 65 designation with one year of industry experience. Prior to joining Teamwork Financial Advisors in 2025, he worked at Rebel Financial and has experience in educational roles at Texas Tech University, Central Texas College, and Lake Travis High School. Teamwork Financial Advisors is a team-based registered investment adviser with 14 advisors managing approximately $1.01 billion for around 2,480 clients. The firm serves individuals, high-net-worth clients, and institutional accounts, employing a primarily model-based, core-and-satellite investment approach using ETFs, individual equities, and U.S. Treasuries.

Roberto Cano is a financial advisor at Alterna Wealth Management, Inc. with four years of industry experience. He holds a Series 66 designation and previously worked at Ernst & Young before joining Alterna Securities in 2022. Alterna Wealth Management provides investment advisory and portfolio management services to individuals, high-net-worth clients, trusts, estates, institutions, and charitable organizations. The firm employs a disciplined, global approach to asset allocation and diversification, using dynamic models and a combination of quantitative analysis, technical methods, and an in-house trading desk.

Kevin Kustelski is a financial advisor at Reliance Wealth Management in San Antonio, TX, holding a Series 66 license with three years of industry experience. He previously worked at MML Investors Services LLC and Foundry. Outside of advisory, he is licensed as an insurance agent specializing in life, long-term care, fixed annuities, and health insurance. Reliance Wealth Management serves individuals, including high-net-worth clients, as well as foundations, trusts, estates, corporations, and charitable organizations. The firm offers discretionary investment management combined with integrated and stand-alone financial planning, employing a top-down, macro-environmental investment approach with tactical asset allocation across a broad range of securities and alternative investments.

Daniel Reller is a financial advisor with PAX Financial Group in San Antonio, TX. He holds Series 65 and Series 63 licenses and has three years of industry experience. Prior to joining PAX Financial Group in 2026, he worked at Northwestern Mutual Investment Services LLC and Suarez Financial Planning Group, among other firms. PAX Financial Group serves individuals, high-net-worth clients, small businesses, corporations, and their retirement plans. The firm uses a team-based investment approach grounded in Modern Portfolio Theory and the Efficient Market Hypothesis, offering diversified portfolios with values-based ETF options and strategies such as covered-call writing.

Lindsey Tablizo is a ChFC® credentialed financial advisor at Avid Wealth Partners, LLC with six years of industry experience. She has previously worked at GWM Advisors, LLC, Northwestern Mutual Investment Services, LLC, and Eric Kala. Avid Wealth Partners provides comprehensive financial planning, consulting, and investment management services to individuals, trusts, estates, charitable organizations, corporations, and pension/profit-sharing plans. The firm employs a goal-oriented wealth planning approach emphasizing tax efficiency, downside protection, and diversified asset allocation, utilizing third-party managers and specialized strategies including pooled vehicles and private funds.

Steven Bankler is a financial advisor with Financial Transparency and holds the PFS™ designation and Series 66 license. He has 25 years of industry experience and a long career that includes roles at Envision Financial Transparency, LLC, Enlighten Finance LLC, and Cssc Brokerage Services, Inc., among others. He is also a certified public accountant with decades of experience and serves as the US Region’s International Representative for the International Association of CPA Firms. Financial Transparency provides ongoing investment advisory and financial planning services to individuals, families, retirement plans, businesses, and other organizations through a network of independent advisory representatives. The firm employs an investment approach grounded in Modern Portfolio Theory and the Efficient Market Hypothesis, offering both passive and active management across multiple program options tailored to client needs.

Victor Joffe is a financial advisor with Monex Asset Management, Inc. in San Antonio, TX, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has been with Monex Asset Management since 2015 and also worked at Monex Securities, Inc. during overlapping periods. Monex Asset Management provides discretionary and non-discretionary investment advisory and consulting services to individuals, high-net-worth clients, corporations, trusts, estates, and charitable organizations. The firm uses a combination of fundamental, technical, and charting analysis to implement a range of investment strategies across various asset classes and supports both domestic and international clients.

Antun Domit III is a financial advisor at Alterna Wealth Management, Inc. with 12 years of industry experience. He holds the Series 66 designation and has worked at Actinver Wealth Management, Inc. and Actinver Securities, Inc. since 2014. Alterna Wealth Management provides investment advisory and portfolio management services to individuals, high-net-worth clients, trusts, estates, institutions, and charitable organizations. The firm employs a disciplined, global approach to asset allocation and diversification, using dynamic models and a combination of quantitative analysis, technical methods, and an in-house trading desk.

Michael Lampe is a financial advisor at Financial Life Advisors in San Antonio, TX, holding a Series 65 designation with one year of industry experience. He previously worked for AllianceBernstein from 2003 to 2024. Financial Life Advisors is a team of seven advisors managing approximately $366 million in client assets, offering comprehensive financial planning, consulting, and investment management to individuals, high-net-worth clients, and institutional entities. The firm utilizes fundamental, technical, and cyclical analysis to tailor portfolios, serving clients primarily on a discretionary basis with periodic account reviews.

Oscar Flores is a financial advisor with Monex Asset Management, Inc. in San Antonio, TX, holding Series 63 and Series 65 licenses and bringing 47 years of industry experience. He has been with Monex since 2015. Monex Asset Management provides discretionary and non-discretionary investment advisory and consulting services to a diverse client base, including individuals, high-net-worth clients, corporations, trusts, estates, and charitable organizations. The firm employs a combination of fundamental, technical, and charting analysis to implement a range of investment strategies from long-term holdings to short-term trading and option writing.

Daniel Reinke is a CFP® and ChFC® affiliated with Avid Wealth Partners, LLC in San Antonio, Texas. He has five years of industry experience, including roles at Northwestern Mutual Investment Services LLC and other firms prior to joining Avid Wealth Partners in 2020. Reinke is also a licensed insurance agent involved with Avid Risk Management. Avid Wealth Partners provides financial planning, consulting, and investment management services to individuals, trusts, estates, charitable organizations, corporations, and pension/profit-sharing plans. The firm emphasizes a goal-oriented wealth planning approach focusing on tax efficiency, downside protection, and diversified asset allocation, often utilizing third-party managers and private funds to implement specialized strategies.

Bryce Christopher is a financial advisor at Reliance Wealth Management in San Antonio, TX, holding Series 63 and Series 66 licenses with six years of industry experience. His prior roles include positions at J.P. Morgan Securities LLC, Wells Fargo Bank, and USAA. Outside of his advisory work, he is involved in freelance computer repair and works part-time in waste services. Reliance Wealth Management serves individuals, foundations, trusts, estates, corporations, and charitable organizations with discretionary investment management and financial planning. The firm uses a top-down, macro-environmental investment approach emphasizing tactical asset allocation and employs a variety of investment vehicles including mutual funds, ETFs, and alternative investments.