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 in San Antonio, TX, holding Series 63 and Series 65 licenses with 19 years of industry experience. She previously worked at Commonwealth Financial Network and Business Financial Group. Inflection Financial provides investment advisory services to employer-sponsored 401(k) plans and individual wealth management clients, emphasizing an evidence-based, long-term investment approach with broad diversification and cost-efficient implementation. The firm manages approximately $491 million in client assets across its two advisors and offers comprehensive financial planning and specialized plan-level services.

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.

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.

Ellen Smith is a financial advisor at Janus Financial Planning, LLC in San Antonio, TX. She holds a Series 65 designation and has eight years of professional experience primarily with Southwest Research Institute and Bechtel Corporation. Janus Financial Planning serves individual and high-net-worth clients as a fee-only registered investment adviser, providing investment management, financial planning, tax return preparation, and bookkeeping services. The firm emphasizes passive, index-based portfolios and integrates tax and retirement planning, while also offering educational seminars on personal finance.

Alejandro Cabezut is a financial advisor with The Summit Group in San Antonio, TX, holding Series 66 and Series 65 licenses and possessing nine years of industry experience. He has worked at The Summit Group since 2016, and previously spent a year at Merrill in 2010. The Summit Group serves a small base of primarily individual clients, offering portfolio management, financial planning, and consulting services. The firm manages approximately $16 million in discretionary assets with an equity-heavy portfolio approach and operates with a two-person advisory team.

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.

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.

Robert Geary is a financial advisor with Rmdr Advisors, Inc. in San Antonio, TX, holding a Series 63 designation and 47 years of industry experience. He has worked with Rmdr Advisors, formerly Geary Investment Advisory Service, since 1985 and was with Regal Investment Advisors from 2026 to the present. Geary is also a licensed insurance agent. Rmdr Advisors provides investment advisory services to individual clients, including many retirement account holders and high-net-worth individuals. The firm focuses on discretionary portfolio management with diversified investments and a client-specific approach, serving niches such as higher-education retirement plans.

Deion Hardy is a financial advisor at San Antonio Wealth, LLC with two years of industry experience. He holds a Series 66 designation and has worked previously at Edward Jones and CJ CPAs. Outside of finance, his background includes roles in various businesses such as Community Beer Co. and Vizza Wash. San Antonio Wealth LLC provides financial consulting and investment management services to individual investors and small businesses, focusing on portfolio management and asset allocation. The firm employs a core-and-satellite investment approach using both passive and active index products and is notable for its willingness to use advanced trading strategies and sub-adviser allocations.

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.

Charles Robinson III is a CFA® charterholder with 29 years of industry experience. He has been with Robinson Value Management, Ltd. since 1997 and previously worked at Bensboro Advisors, LLC and The Bensboro Company, LLC from 2014 to 2025. Robinson Value Management provides discretionary investment management and model-based sub-advisory services to a diverse client base including individuals, institutions, and small businesses. The firm’s investment approach integrates a contrarian, valuation-driven U.S. equity sleeve, global equity exposure, and an active macro-oriented Market Opportunity sleeve, employing both fundamental and quantitative analysis.

Michelle Snyder is a CFP® professional with 19 years of experience in the financial services industry. She is currently with AssetFusion and previously worked at Cambridge Investment Research Advisors and Lincoln Financial Securities Corporation. Outside of her advisory role, she is an independent insurance agent for various companies through her ownership of IHL LLC. AssetFusion is a fee-only registered investment adviser offering personalized portfolio management and advisory services to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a disciplined asset allocation approach driven by fundamental and technical analysis, providing multiple strategies tailored to different volatility levels and emphasizing long-term holdings.

Joseph Feste is a financial advisor at KM Capital Management, Ltd. in San Antonio, TX, with 25 years of industry experience. He has been with KM Capital Management since 2004 and previously worked at Morgan Stanley DW Inc. from 2000 to 2003. KM Capital Management is a private wealth management firm serving high-net-worth individuals and acting as a sub-adviser to a privately offered pooled investment vehicle. The firm focuses on wealth preservation and risk management using diversified asset allocation, low-cost mutual funds and ETFs, and private market investments, while providing a range of discretionary and non-discretionary advisory and concierge services.

January Smith IV is a CFP® and holds a Series 65 license with four years of industry experience. He is currently with Janus Financial Planning, LLC and previously worked at Financial Life Advisors, LLC, Rudd & Wisdom, Southwest Research Institute, Turner Construction, and Bechtel Corporation. Janus Financial Planning, LLC is a fee-only registered investment adviser serving individual and high-net-worth clients. The firm offers investment management, financial planning, tax return preparation, bookkeeping, and educational seminars, emphasizing passive, index-based investment strategies and integrating tax and retirement considerations into portfolio management.

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.

Dionelle Rucker is a financial advisor at San Antonio Wealth, LLC with nine years of industry experience. He holds a Series 66 designation and has worked at Torres Financial Services, Inc. and Rucker Financial Group, LLC, a business services company he owns and operates in San Antonio, TX. San Antonio Wealth, LLC provides financial consulting and investment management to individual investors and small businesses, focusing on portfolio management and asset allocation primarily through mutual funds and exchange-traded funds. The firm employs a core-and-satellite approach using both passive and active index products and engages in discretionary management under written investment policies.

Rebeca Cotton is a CFP® and ChFC® with three years of industry experience. She currently works at Taconic Advisors and has prior experience at Zeiders, Ballast Point Financial Planning, H & R Block, and Keithly Barber Associates. She also assists seasonally as a Remote Tax Service Associate Intern during tax preparation periods. Taconic Advisors provides personalized financial planning and investment advisory services to individuals and families, including portfolio management, tax and estate planning, risk management, and retirement planning. The firm emphasizes passive, diversified strategies tailored to clients’ goals and risk tolerances, typically operating on a discretionary, fee-only basis with a fixed retainer fee structure.