Shari Seidman is a financial advisor at Astoria Strategic Wealth, Inc. in Providence, RI, holding a Series 65 designation with one year of industry experience. Prior to joining Astoria Strategic Wealth, she worked in educational roles at Lincoln-Sudbury Regional High School and Marymount International School Rome. Astoria Strategic Wealth provides financial planning and investment management primarily for individuals and high-net-worth clients, offering tiered service engagements and retirement plan consulting. The firm emphasizes diversified asset allocation with a long-term buy-and-hold strategy and supports clients through regular account monitoring and planning tools.

Sasha Stewart is a CFP® professional with five years of industry experience. She currently serves at Astoria Strategic Wealth, Inc. and has previous experience with Cetera Planning Partners, Marmo Financial Group, Blackburn, Childers and Steagall, and WealthWise, Inc. dba WorthWhile Wealth Council. Astoria Strategic Wealth provides financial planning and investment management to individuals, charitable organizations, private businesses, and retirement plans. The firm employs a long-term, asset-allocation focused investment approach primarily using ETFs and mutual funds, managing approximately $482 million in client assets across roughly 175 client relationships.

Larry Friedenberg is a financial advisor with Union Capital Company in Seguin, TX, holding a Series 63 license and over 40 years of industry experience. He has been with Union Capital Company since 2007 and has operated under his own name since 1996. Friedenberg also works as a licensed life, health, and annuity insurance salesperson, dedicating part-time hours to this activity. Union Capital Company serves individuals, trusts, estates, charitable organizations, and corporations through a team of ten advisors, managing approximately $150 million across about 414 client accounts. The firm offers portfolio management on both discretionary and non-discretionary bases, employing Markowitz Modern Portfolio Theory alongside various analytical techniques.

Kyte Mc Donald is a Series 65-credentialed advisor at Oakwell Private Wealth Management in New Braunfels, TX. Mc Donald has one year of industry experience and has been with Oakwell since 2025. Prior to joining Oakwell, Mc Donald worked for D-Bat from 2024 to 2026 and was unemployed from 2016 to 2024. Oakwell Private Wealth Management serves individuals, high-net-worth clients, pension and profit-sharing plans, and corporate accounts, offering investment supervisory services, financial planning, and access to various investment products. The firm typically operates on a discretionary basis, utilizing fundamental, technical, and cyclical analysis, and implements strategies including long- and short-term trading and covered-call option writing.

Leslie Lammers is a CFA charterholder with 24 years of industry experience, currently serving as an advisor at Riverstone Advisors, LLC since 2004. Based in New Braunfels, TX, he holds Series 63 and Series 65 licenses and has worked exclusively at Riverstone Advisors during his career. Riverstone Advisors is a fee-only, SEC-registered investment adviser providing discretionary wealth management, investment consulting, and family office–style services to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a combination of fundamental and technical analysis with a long-term focus, managing approximately $390 million in assets for around 153 clients.

Taylor Wilcox is a Series 65-credentialed advisor at Astoria Strategic Wealth, Inc., with three years of industry experience. Prior to joining Astoria Strategic Wealth, he has worked in healthcare roles at Houston Methodist Hospital, CHI Baylor St. Luke's Hospital, and Mayo Clinic Hospital. He continues to work as a registered nurse on a PRN basis at Houston Methodist Hospital. Astoria Strategic Wealth provides financial planning and investment management to individuals, charitable organizations, private businesses, and retirement plans. The firm uses a tiered service model and centers its investment approach on asset allocation with ETFs and mutual funds, supported by fundamental and quantitative analysis.

Aaron Cormier is a financial advisor with Wealth Watch Advisors, Inc. He holds the ChFC® designation along with Series 63 and Series 65 licenses and has five years of industry experience. His previous roles include positions at Silverback Financial, Eagle Strategies (NY Life), and New York Life Insurance Co. Wealth Watch Advisors serves a diverse client base, including individuals, pension plans, trusts, charitable organizations, corporations, and other registered investment advisers. The firm employs a range of investment strategies vetted by its Investment Committee and offers services such as portfolio management, financial planning, consulting, and access to approved alternative private placements for accredited investors.

Ronald Ray is a financial advisor at Impact Partnership Wealth, LLC with nine years of industry experience. He holds a Series 65 designation and has worked at several firms, including IWM Advisory, LLC, American Retirement Institute, and Retirement Wealth Advisors. Outside of advisory work, he owns and operates Valhallan Esport Training, a youth esports training business, and serves as Donations Committee Chair and International Chair for the Downtown Rotary Club of New Braunfels. Impact Partnership Wealth provides investment management, financial planning, and ERISA retirement-plan consulting to individuals, high-net-worth clients, retirement plans, and business entities. The firm utilizes a combination of third-party strategists, adviser-managed models, and direct indexing with tactical overlays, offering discretionary portfolio management through a wrap-fee platform.

Robert Anderson is a financial advisor at BFC Planning, Inc. with 26 years of industry experience. He holds Series 63 and Series 65 designations and has worked at BFC Planning since 2015. Prior to that, he has been affiliated with Securities Management & Research, Inc. and Anico since 1999. Anderson is also engaged in insurance sales and operates Anderson Financial Solutions, which provides insurance and securities products. BFC Planning, Inc. serves a diverse range of clients including individuals, corporations, pensions, trusts, and banks, managing approximately $3.8 billion in client assets. The firm offers customized financial planning and asset management through a network of independent advisers who utilize various investment strategies and third-party platforms.

Edward Hildebrand is a financial advisor at Elevation Point Wealth Partners, LLC with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Concorde Investment Services, Wedbush Securities, Sanctuary Wealth, and Raymond James. Elevation Point Wealth Partners is a multi-team SEC-registered investment adviser managing approximately $8.29 billion in assets across 53 advisors. The firm serves individuals, retirement plans, trusts, estates, corporations, and other entities using model portfolios and tactical asset allocation, incorporating a range of investment vehicles and third-party managers.

John Davis is a Series 65-licensed financial advisor with Verity Asset Management in New Braunfels, TX, where he has worked since 2019. He has seven years of industry experience and has been self-employed since 2014. Outside of his advisory role, Davis serves as a director and area director at Teacher's Pension and Insurance Services, Inc., an insurance agency focused on financial product education including pension analysis and insurance sales. Verity Asset Management is an SEC-registered firm offering discretionary portfolio management, model portfolio services, retirement-plan advisory, and financial planning to individual, corporate, institutional clients, and other investment advisers. The firm employs a model-driven investment process emphasizing tactical asset allocation across diverse asset classes and operates under fiduciary and ERISA standards.

Christopher McManus is a CFP® professional with 22 years of industry experience. He currently serves as an advisor at GWN Securities Inc. since 2019 and has prior experience with Ameritas Investment Corp., CCF Investments, Inc., and Capital Choice Financial Services. Outside of his advisory role, he manages timberland holdings and mineral rights through family partnerships and is involved in life and health insurance sales. GWN Securities is an SEC-registered investment adviser and broker-dealer that offers discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios. The firm serves individual and business clients through a large network of advisors and employs a range of investment programs, including both traditional asset allocation and legacy market-timing strategies.

Tobin Hoffmann is a CFP® certified financial advisor with 39 years of industry experience, currently with Ameritas Advisory Services, LLC. He has held roles at Ameritas Life Insurance Corp. and Ameritas Investment Corp. for over 20 years and has operated Hoffman Financial Services since 1979. Outside of advisory work, he is a partner in a cattle-raising operation in Texas. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm employs a variety of investment strategies incorporating model portfolios, mutual funds, ETFs, and individual securities, supported by multiple program platforms and third-party technology providers.

John Young is a CFP® and holds a Series 66 license, with 18 years of experience in the financial services industry. He is currently with Stratos Wealth Partners, Ltd and has previously worked at Wells Fargo Clearing and its affiliated entities for a decade. Young serves on the investment committee for the New Braunfels Community Foundation. Stratos Wealth Partners, Ltd is an SEC-registered enterprise adviser with approximately 379 advisors and $18.6 billion in assets under management. The firm serves a diverse client base including individuals, retirement plans, corporations, nonprofits, and institutions, offering a range of advisory and investment management services through an independent advisor model and an open-architecture platform incorporating multiple third-party managers.

Shanna Wilson is a financial advisor with Empower Advisory Group in New Braunfels, TX, holding Series 63 and Series 66 licenses and possessing 10 years of industry experience. Her previous roles include positions at NYlife Securities LLC and New York Life Insurance Company. She serves as a board member for Pink Warrior Advocates, a nonprofit supporting women battling breast cancer. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and certain retail brokerage clients. The firm’s integrated model emphasizes long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

Yvette Barrera is a financial advisor with Foundations Investment Advisors LLC, holding a Series 65 credential and five years of industry experience. She serves as a Board of Trustee member for New Braunfels Utilities, a role focused on setting and monitoring strategic goals. Barrera’s background includes roles at Texas Financial Advisory and work with ID Life, where she is involved in Medicare supplement sales. Foundations Investment Advisors provides financial planning and portfolio management to individual, high-net-worth clients, and institutional clients through a broad network of representatives. The firm employs a combination of fundamental, technical, and cyclical analysis, utilizing model portfolios and sub-advisory arrangements to tailor investment strategies.

Casper Terpinski is a financial advisor at Steward Partners Investment Advisory, LLC with 40 years of industry experience. He holds Series 63 and Series 65 credentials. Prior to joining Steward Partners in 2025, he worked at LBMZ Securities, Inc. and Zacks Investment Management for 17 years. Outside of his advisory role, he is a co-owner of TURNPRO LLC, a business involved in the development and sales of magnetic pick-up tools. Steward Partners Investment Advisory, LLC is an SEC-registered, enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals, pension plans, corporations, trusts, estates, and charitable organizations, offering a range of investment advisory, financial planning, and managed account services tailored through proprietary and third-party portfolio solutions.

Wesley Thoms is a financial advisor at Foundations Investment Advisors LLC with three years of industry experience. He holds a Series 65 designation and previously worked at Texas Financial Advisory and Texas Farm Credit. Outside of his advisory role, he serves as treasurer and owner of 76 Bar Investments II, LLC, which holds interests in retail and real estate operating companies in Beeville, Texas. Foundations Investment Advisors provides financial planning and portfolio management services to individual and high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm employs a mix of fundamental, technical, and cyclical analysis and utilizes model portfolios with an asymmetric rebalancing approach.

Connor Anderson is a financial advisor with Stratos Wealth Partners, Ltd and holds the Series 66 designation. He has two years of industry experience, including prior work at Edward Jones. Stratos Wealth Partners, Ltd is an SEC-registered enterprise adviser with 379 advisors managing approximately $18.6 billion in assets. The firm serves a diverse client base including individuals, retirement plans, corporations, nonprofits, and institutional clients, employing an open-architecture investment approach that integrates multiple third-party platforms and managers.

Mc Kenzie Morrow is a financial advisor at Hornor, Townsend & Kent, LLC with one year of industry experience. She holds Series 63 and Series 65 licenses and previously worked at NYLIFE Securities LLC and New York Life Insurance Company. Outside of financial services, she has been involved with 2MORROW SOUND since 2021. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through advisory and brokerage services. The firm offers various investment programs and financial planning solutions, managing significant discretionary and non-discretionary assets while utilizing third-party asset managers within a dual-registered SEC and FINRA framework.