Stephen Wilde is a financial advisor at Glass Wealth Management Co., LLC in San Antonio, TX, with 26 years of industry experience. He holds a Series 63 designation and has been with Glass Wealth Management and its predecessor since 2014. Outside of his advisory role, Wilde is involved in managing several family investment entities focused on illiquid real estate, private company investments, and oil. Glass Wealth Management Co., LLC provides discretionary and non-discretionary investment management and consulting services to individuals, high-net-worth families, trusts, estates, and small corporate entities. The firm offers a family-focused Total Asset Management service and builds custom portfolios using a combined top-down and bottom-up investment approach.

Yamara Beck is a financial advisor at AssetFusion with 18 years of industry experience. She holds the Series 63 and Series 65 designations and previously worked with Cambridge Investment Research and Lincoln Financial Securities Corporation. AssetFusion is a fee-only registered investment adviser serving individuals, trusts, estates, charitable organizations, and business entities. The firm focuses on disciplined asset allocation and fundamental analysis to manage diversified portfolios across multiple strategies tailored to varying risk levels.

Christopher Holden is a financial advisor with Imperium Wealth Management, LLC in San Antonio, TX. He holds a Series 65 designation and has 21 years of industry experience. Holden has been with Imperium Wealth Management since 2011. Imperium Wealth Management provides investment management, financial planning, tax preparation, and retirement plan consulting to a diverse client base including individuals, trusts, estates, corporations, and pension and profit-sharing plans. The firm customizes portfolios based on clients’ risk tolerances and time horizons and offers both discretionary and non-discretionary management.

Jeremiah Sanchez is a financial advisor at Crescendo Wealth Group LLC with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Merrill, Victory Capital, and Bukaty Financial. Sanchez is also the owner of Crescendo Private Wealth Advisory, LLC, an independent licensed insurance agency currently without active business. Crescendo Wealth Group LLC serves individual clients and pension/profit-sharing plans with portfolio management and pension consulting. The firm uses a long-term investment approach based on fundamental and cyclical analysis, modern portfolio theory, and quantitative techniques, typically managing accounts on a discretionary or non-discretionary basis.

John Chan is a CFP® professional with 11 years of industry experience, currently affiliated with Independence Wealth Group in San Antonio, TX. He has worked at G. H. Wealth Management, LLC since 2016. Outside of his advisory role, he is a licensed insurance agent and a minority owner of Falcon Insurance Services, a property and casualty insurance agency, where he provides financial oversight. Independence Wealth Group offers portfolio management and comprehensive financial planning primarily for individual clients using a strategic, long-term asset allocation approach. The firm integrates insurance activities within its advisory platform and provides educational seminars and customized plans based on client goals, risk tolerance, and tax considerations.

Amy Robinson is a financial advisor at Robinson Value Management, Ltd. in San Antonio, TX, with 30 years of industry experience. She has been with Robinson Value Management since 2004. Robinson Value Management provides discretionary investment management and model-based sub-advisory services to a range of clients including individuals, institutions, and charitable organizations. The firm’s investment approach combines contrarian, valuation-driven U.S. equity strategies, global equity exposure, and an active macro-oriented sleeve designed to manage regime and inflation risks, utilizing both fundamental and quantitative analysis.

Steve Warren is a ChFC® credentialed advisor with 38 years of industry experience, currently with Financial Planning HQ, LLC in San Antonio, TX. He has held prior roles at Lincoln Financial Securities, Inc., Mass Mutual, and Metlife Securities Inc. Outside of advisory work, Warren owns an insurance business offering disability, traditional, and long-term care insurance as well as fixed annuities and premium financing. Financial Planning HQ provides comprehensive financial planning services primarily to clients with multi-million dollar investable assets, focusing on consultative financial planning and the selection of third-party money managers for portfolio management. The firm does not manage portfolios directly and emphasizes an ongoing planning process with regular reviews and updates.

Stephen Arnold is a financial advisor at Texas Institutional Investment Management, LLC with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has been with the firm since 2004. 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 the Russell 3000 Growth universe and uses a multi-step investment selection process involving both quantitative and fundamental analysis.

Michele Camp is a financial advisor at Beacon Advisors with 10 years of industry experience. She holds a Series 63 designation and previously worked at JPMorgan Chase Bank NA and Custos Family Office LLC. Michele serves as Vice President and finance committee member of the board for Christian Assistance Ministry and holds board positions with the Founder's Council supporting Texas Biomed and the Texas Business Hall of Fame. Beacon Advisors provides investment advisory and financial planning services primarily to individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm emphasizes risk management, asset allocation, and diversification, tailoring portfolios to client objectives and conducting regular account reviews using multiple analysis methods.

Jacob Mc Donald is a CFP® with six years of industry experience, currently serving at Secure Financial Management in San Antonio, TX. He has worked at Secure Financial Management since 2020 and previously at Wholesalers Insurance Group, LLC. Mc Donald also has experience with Texas A&M University and was involved with St. Andrews United Methodist Church for two years. Secure Financial Management provides discretionary portfolio and retirement planning for individual and select business clients, managing approximately $400 million across several hundred relationships. The firm employs a primarily value-oriented, long-term equity strategy combined with tactical asset allocation and offers regular account monitoring and formal client reviews.

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.

Mary Haselhorst is a financial advisor at Inflection Financial with 18 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Financial Life Advisors and Commonwealth Financial Network. Inflection Financial serves both company 401(k) plans and individual clients, offering investment and non-investment consulting for retirement plans as well as comprehensive financial planning and wealth management. The firm combines ERISA fiduciary plan management with active trading and options strategies, managing approximately $342 million in assets across about 50 clients.

David Hornberger is a financial advisor with Glass Wealth Management Co., LLC in San Antonio, TX, holding Series 63 and Series 65 licenses and 12 years of industry experience. He previously worked at JPMorgan Chase Bank NA and J.P. Morgan Securities LLC. Outside of his advisory role, he is involved as a minority owner and managing member of family-owned investment partnerships and serves as trustee for family trusts. Glass Wealth Management Co., LLC provides discretionary and non-discretionary investment management and consulting services to individuals, high-net-worth families, trusts, estates, and small corporate entities. The firm employs a combined top-down and bottom-up investment approach and offers a family-focused Total Asset Management service for clients with over $5 million in firm-managed assets.

Timothy Brown is a financial advisor with The Viable Group, Inc. in San Antonio, TX, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with The Viable Group, Inc. since 2007 and also works with Lonestar Registered Investment Advisors. Outside of his advisory role, he is an insurance agent specializing in fixed annuities, life insurance, and long-term care. The Viable Group, Inc. offers personalized financial planning and discretionary investment management services to individuals, trusts, estates, and charitable organizations, serving both non-high-net-worth and high-net-worth clients. The firm manages portfolios under discretionary authority using client-specific objectives and a combination of fundamental, technical, and cyclical investment analysis methods.

Ellen Smith is a financial advisor at Janus Financial Planning, LLC in San Antonio, TX, holding a Series 65 designation. She has eight years of experience at Southwest Research Institute and previously worked at Bechtel Corporation. Janus Financial Planning, LLC serves individual and high-net-worth clients as a fee-only registered investment adviser, offering investment management, financial planning, tax return preparation, and bookkeeping services. The firm emphasizes passive, index-based funds within individualized investment policies and integrates tax and retirement considerations into its portfolio management.

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.

Robert Blount is a financial advisor at Pivot Investment Planning, LLC with three years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Valmark Securities, Lion Street Advisors, and Transamerica Financial Advisors. Outside of his advisory role, Blount 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 ongoing portfolio management and written Investment Policy Statements. The firm advises on a broad range of investments and employs multiple analytical approaches, managing discretionary accounts with monthly monitoring and reporting.

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.