Omar Akhil is a financial advisor at Vaulkshire Investment Advisors with 12 years of industry experience. He holds a Series 65 designation and has been with Vaulkshire LLC since 2015. Outside of his advisory role, he owns Brainiac, LLC, a business focused on development, strategy, and tutoring, and is an investor and partner in Crave Market, LP, where he contributes to operations and strategy. Vaulkshire Investment Advisors is an independent registered investment adviser serving individual and high-net-worth clients, family offices, partnerships, and charitable organizations. The firm offers discretionary portfolio management alongside investment consulting, business planning, and financial consulting, employing a diversified investment approach that includes equities, fixed income, alternatives, and derivatives tailored to client objectives and market conditions.

Victor Larsen is a CFP® professional with 38 years of industry experience, currently serving as the sole advisor at Larsen Financial Management. His prior experience includes roles at Sensus Wealth Management Group, National Asset Management, National Securities Corp, and WFG Investments Inc. In addition to his advisory work, Larsen owns and operates a tax preparation and consulting business and is also active as an independent insurance agent and a realtor. Larsen Financial Management is an independent advisory firm providing discretionary asset management and financial planning services to individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and other business entities. The firm uses both fundamental and technical analysis and employs a range of strategies across multiple asset classes, typically under discretionary authority.

Larry Cooper is a CFA® charterholder with 43 years of experience in the financial industry. He is the sole advisor at L. Cooper Investments, an independent firm based in San Antonio, TX, where he has been providing advisory services since 1983. L. Cooper Investments offers discretionary investment advisory and portfolio management services to individual investors, trusts, estates, charitable organizations, and institutional clients. The firm employs both fundamental and technical analysis to manage a mix of long-term holdings and short-term trading strategies tailored to clients’ financial goals and risk tolerances.

David Nash is a CFP® and CFA® credentialed advisor with 13 years of experience, currently leading Magister Wealth in San Antonio, TX. He has been with Magister Wealth Group LLC since 2014. Outside of his advisory work, Nash provides private music lessons and performances during evenings and weekends. Magister Wealth offers investment advisory and financial planning services to individuals, retirement and profit-sharing plans, charitable organizations, and small businesses. The firm manages portfolios using a variety of securities and employs fundamental, technical, and cyclical analysis, while also sponsoring its own wrap-fee program and conducting financial education seminars and classes.

Gregory Thompson is a CFP® with 25 years of industry experience, currently serving as an advisor at Stone Oak Wealth Management, LLC. He has worked at Stone Oak Wealth Management since 2005, with a prior six-year tenure at Titleist Asset Management, Ltd. In addition to his advisory role, he is also an independent insurance agent. Stone Oak Wealth Management serves individuals, including high net worth clients, as well as pension and profit-sharing plans, charitable organizations, and businesses. The firm offers discretionary portfolio management, integrated financial planning, and pension consulting, utilizing model-based allocations and a combination of analytical investment approaches.

Ruth Rivera is a financial advisor at Crescendo Wealth Group LLC in Round Rock, TX, with 12 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked for Resources Investment Advisors, Inc. for 10 years. In addition to her advisory role, she owns ARM, LLC, a consulting business focused on 401(k) administration and compliance for employer-sponsored plans. Crescendo Wealth Group provides ongoing portfolio management for individual clients and consulting services to pension and employee benefit plans. The firm uses a range of investment vehicles and manages accounts on a discretionary basis, employing long-term strategies informed by fundamental and quantitative analysis.

Teresa White is a CFP®-certified financial advisor with 40 years of experience, currently affiliated with Money Managers Inc. She has worked with LPL Financial LLC and Next Financial Group Inc. Prior to that, she spent over four decades at Money Managers Inc. White is also involved in non-variable insurance through her own agency. Money Managers Inc. serves individuals, small businesses, and investment company clients by providing discretionary portfolio and wealth management, financial planning, and pension consulting. The firm uses a combination of fundamental and technical analysis, modern portfolio theory, and active trading strategies, and is notable for sponsoring a wrap fee program and managing accounts for investment companies.

Nathan Impellizzeri is a financial advisor at Stone Oak Wealth Management, LLC with three years of industry experience. He holds the Series 66 and Series 63 designations. Prior to joining Stone Oak Wealth Management, he worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities LLC for three years. Stone Oak Wealth Management serves individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and businesses by providing portfolio management, financial planning, and pension consulting. The firm employs a combination of technical, fundamental, and modern portfolio theory approaches in managing assets and offers tailored client solutions that may include third-party money managers.

John Dallahan is a financial advisor at Stone Oak Wealth Management, LLC in San Antonio, TX, with 39 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Raymond James Financial Services and Security Service Federal Credit Union. Stone Oak Wealth Management serves individuals, including high net worth clients, as well as pension and profit-sharing plans, charitable organizations, and businesses. The firm offers discretionary portfolio management, integrated financial planning, and pension consulting, utilizing a model-based, analytical investment approach with both long- and short-term strategies.

Brad Dobson is a CFP® professional with 16 years of industry experience, currently serving as a financial advisor at Best Invest in San Antonio, TX. His prior experience includes roles at Kercheville Advisors LLC and Kercheville & Company. 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 fundamental analysis, Modern Portfolio Theory, and technical analysis in actively managed portfolios, often utilizing margin transactions, option writing, and leveraged ETFs.

Kathleen Kempf is a financial advisor with Your Path Financial LLC in Adkins, TX, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. She has worked at multiple firms including Purshe Kaplan Sterling Investments and Global View Capital Management, LTD. Kempf also writes and conducts educational and spiritual workshops related to money and finance through her role as president of Your Path 4 Prosperity LLC. Your Path Financial LLC provides discretionary and non-discretionary portfolio management and pension consulting services to high-net-worth individuals, pension and profit-sharing plans, and corporate clients. The firm emphasizes tailored investment strategies implemented primarily through third-party model portfolios and conducts ongoing manager monitoring and client reviews.

Peter Coulchinsky is a financial advisor at The Summit Group in San Antonio, TX, holding Series 63 and Series 66 licenses with 26 years of industry experience. He has been with Argenta Capital Management, LLC dba The Summit Group since 2014. The Summit Group serves a small base of mostly individual clients, providing portfolio management, financial planning, and consulting services. The firm manages approximately $16 million in discretionary assets, focusing on equity-heavy portfolios and operates with a two-person advisory team.

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.

Cristina Raft is a financial advisor at Stone Oak Wealth Management, LLC in San Antonio, TX, with 27 years of industry experience. She holds a Series 63 designation and previously worked at Raymond James from 2016 to 2018 before joining Stone Oak Wealth Management in 2018. Stone Oak Wealth Management serves individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and businesses. The firm offers portfolio management, financial planning, and pension consulting, employing a mix of technical, fundamental, and modern portfolio theory approaches along with both long- and short-term trading strategies.

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.

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.

Rodrigo De Los Santos is a financial advisor at Praestantia Capital, LLC with six years of industry experience. He holds Series 65 and Series 66 licenses and previously worked at UBS Financial Services Inc and RXS Capital. His background also includes employment at the University of Texas at Austin. Praestantia Capital provides discretionary portfolio management and advisory services primarily to high net worth individuals, families, family offices, trusts, pension, and corporate clients. The firm uses a blend of fundamental, technical, quantitative, and qualitative analysis across various asset-allocation strategies and maintains custodial relationships with Charles Schwab and Interactive Brokers to support global trading.

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.