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.

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.

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.

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.

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.

Robert Geary is a financial advisor with Rmdr Advisors, Inc. in San Antonio, TX, holding a Series 63 designation and bringing 46 years of industry experience. He has worked at Rmdr Advisors, formerly Geary Investment Advisory Service, since 1985 and more recently at Regal Investment Advisors. He is also a licensed insurance agent. Rmdr Advisors provides investment advisory services primarily to individual clients, including many retirement account holders and high-net-worth individuals. The firm focuses on discretionary portfolio management with diversified allocations and occasional use of alternative investments, serving a niche that includes higher-education retirement plan participants.

Deion Hardy is a financial advisor at San Antonio Wealth, LLC with two years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones and CJ CPAs. San Antonio Wealth LLC provides financial consulting and investment management services primarily to individual investors and small businesses. The firm uses a core-and-satellite asset allocation approach combining passive and active index products and employs both fundamental and technical analysis, including advanced strategies such as short-selling, leverage, and derivatives.

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, holding a Series 63 designation with 24 years of industry experience. He has been with KM Capital Management since 2004. KM Capital Management primarily serves high-net-worth individual clients through discretionary and non-discretionary portfolio management, also providing administrative services such as bill-pay and bookkeeping. The firm focuses on wealth preservation and risk management using diversified, cost-efficient investments and offers sub-advisory services to a private fund while managing private market investments for eligible clients.

January Smith IV is a CFP® and holds a Series 65 license with three years of industry experience. He is currently with Janus Financial Planning, LLC, where he has worked since 2022. His prior roles include positions at Financial Life Advisors, LLC, Rudd & Wisdom, Southwest Research Institute, Turner Construction, and Bechtel Corporation. Janus Financial Planning, LLC 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 focuses on individualized investment policies, primarily using passive, index-based funds, and offers educational seminars and public speaking on personal finance topics.

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.