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.

Ross Johns is a financial advisor with American Market Advisors, Inc. in Shavano Park, TX, holding seven years of industry experience. He is also Vice-President and a stockholder at Anderson, Johns & Yao CPAs, P.C., a public accounting firm where he performs audit, taxation, and consulting services. American Market Advisors provides discretionary and non-discretionary portfolio management primarily for high net worth individuals and select institutional clients, utilizing fundamental, technical, and quantitative analysis to construct risk-adjusted equity and fixed income portfolios with integrated risk management. The firm combines its accounting expertise with investment strategies such as diversification, options, long/short techniques, and short selling.

Faisal Khan is a financial advisor at Southwestern Money Management LLC in San Antonio, TX, holding Series 63 and Series 65 licenses with 11 years of industry experience. He has been employed by Biglari Capital Corp. since 2011, which is the parent company of Southwestern Money Management. Southwestern Money Management is an SEC-registered investment adviser providing discretionary portfolio management primarily for individual clients, focusing on equity and fixed-income portfolios. The firm uses both qualitative and quantitative analysis to tailor portfolios to client needs and maintains a small team model with personalized service.

Terry Thill is a financial advisor with Evidence Advisors Investment Management in Boerne, TX, holding Series 63 and Series 65 licenses and 23 years of industry experience. He previously worked at Cetera Advisor Networks LLC for five years before joining Evidence Advisors in 2018. Outside of advising, he is an active CPA tax preparer and consultant, serves as financial committee chairman for Hope Church, and is involved in high school wrestling as a referee and treasurer for the Alamo Area Wrestling Officials Association. Evidence Advisors Investment Management provides discretionary investment management, financial planning, and qualified retirement plan advisory services to individuals, trusts, foundations, corporations, small businesses, and plan sponsors. The firm employs an evidence-based investment process emphasizing passive/index fund portfolios and offers both ERISA 3(21) advisory services and discretionary 3(38) plan fiduciary management.

James Payne Jr is a financial advisor at Targeted Financial Services, LLC in Boerne, TX, holding a Series 63 designation with 22 years of industry experience. He has been with Targeted Financial Services since 2000. Targeted Financial Services, LLC provides financial planning, consulting, and investment management to individuals, retirement plans, trusts, estates, and business entities. The firm manages approximately $298 million in discretionary assets and employs a combination of fundamental and technical analysis with proprietary allocation models, offering both discretionary portfolio management and plan-level advisory services.

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.

Wyatt Moerdyk is a CFP® with 22 years of industry experience, currently serving as an advisor at Evidence Advisors Investment Management since 2016. He is also licensed to sell life, annuities, and long-term care insurance. Evidence Advisors Investment Management is a small registered investment adviser managing approximately $78 million for about 88 clients. The firm provides discretionary asset management, financial planning, and retirement-plan advisory services using an evidence-based investment approach centered on passively managed portfolios and supported by academic research and Modern Portfolio Theory.

Mitchell Law is a CFP® and holds a Series 65 license, with one year of industry experience. He has been with Arrow Wealth Advisors since 2023 and previously worked at Brigham Young University and served with the Church of Jesus Christ of Latter-Day Saints. 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 with broadly diversified portfolios and tax-aware decisions, managing accounts directly or through delegated independent managers and the Betterment platform.

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.

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.

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.

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.

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.

Howard Rappaport is a financial advisor with Cornermen Financial, LLC in San Antonio, TX, holding Series 63 and Series 65 registrations and bringing 20 years of industry experience. He has worked at Cornermen Financial since 2022 and previously at Sequent Planning, LLC and ProEquities, Inc. Outside of advising, Rappaport is involved in sports broadcasting as a play-by-play radio announcer and serves as a director and educator for a nonprofit focused on financial education and retirement planning. Cornermen Financial serves individuals, high-net-worth clients, and business entities, managing approximately $144 million across about 400 clients with a three-advisor team. The firm offers portfolio management, financial life planning, and uses model and customized portfolios, applying modern portfolio theory and Monte Carlo simulations to assess risk and outcomes.

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.