Joey Miller is a financial advisor at DAI Wealth, LLC with 13 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Arete Wealth Advisors LLC and Arete Wealth Management LLC for nine years. Outside of his advisory role, he owns a ranch in Texas through JMKW Ventures and manages employee services via JGFS Management LLC. DAI Wealth, LLC manages approximately $330 million in assets across a multi-advisor team, serving a diverse client base that includes high-net-worth individuals, institutional clients, and charitable organizations. The firm combines advisor-led customization with third-party model solutions and provides a range of investment management and advisory services.

Teresa Joelson is a Series 65-licensed advisor with nine years of industry experience. She has been with Christian Investment Advisors Inc since 2018 and previously worked at Durbin Bennett Private Wealth Management, LLC from 2015 to 2018. She is based in New Braunfels, TX. Christian Financial Advisors is a team of five advisors managing approximately $187.7 million for individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, and broker/dealers. The firm offers discretionary portfolio management, financial planning, and retirement-plan services, employing a long-term, customized investment approach with a Biblically Responsible Investing overlay.

James Studer is a financial advisor at Discipline Wealth Solutions, Inc. with a Series 65 designation and one year of industry experience. Prior to joining the firm, he worked for SouthWest Airlines for 11 years and served in the Hawaii Air National Guard for 10 years. Discipline Wealth Solutions, Inc. provides investment advisory services to individuals, corporations, retirement plans, and other registered advisors. The firm offers tailored portfolios through various strategies, including discretionary and non-discretionary managed accounts, sub-advisory relationships, and retirement plan consulting.

Richard Robbins is a financial advisor with Oakwell Private Wealth Management in New Braunfels, TX, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments, LPL Financial, and Strategic Financial Concepts. Robbins is president and sole shareholder of Robbins Financial Coordinating Services, Inc., a company used for tax reporting purposes. Oakwell Private Wealth Management serves individuals, high-net-worth clients, pension and profit-sharing plans, and corporate accounts, providing portfolio management, financial planning, and retirement plan services. The firm employs a disciplined investment approach that includes fundamental, technical, and cyclical analysis combined with various trading strategies and often delegates asset management to third-party portfolio managers.

Jason Hurta is a financial advisor with Fulcrum Wealth Management in New Braunfels, TX, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked with Fulcrum Equity Management, LLC dba Providence Wealth Management since 2019 and previously with Securities America Advisors, Inc. and Securities America, Inc. Additionally, he offers accident and disability insurance through Aflac as a supplemental service to his advisory work. Fulcrum Equity Management, LLC provides discretionary portfolio management, financial planning, and consulting to individuals, employee benefit plans, and registered investment advisers. The firm employs a range of investment strategies including fundamental and technical analysis, ETFs, mutual funds, and direct indexing, and serves as both a wrap-fee program sponsor and sub-advisor to other investment advisers.

Brandon La Valley is a financial advisor at Targeted Wealth Solutions in New Braunfels, TX, with 10 years of industry experience. He holds a Series 65 designation and has served in the United States Air Force and Air Force Reserve since 1999, currently working as a pilot. La Valley also works as a residential mortgage loan originator with Stratec LLC dba Trailhead Mortgage. Targeted Wealth Solutions serves individual and high-net-worth clients, as well as retirement plans, foundations, and charitable organizations. The firm provides comprehensive financial planning and portfolio management, using a Modern Portfolio Theory framework supplemented by economic analysis, quantitative models, and factor-driven diversification.

Lindsay Haas is a financial advisor with Oakwell Private Wealth Management in New Braunfels, TX, holding Series 63 and Series 66 licenses and 14 years of industry experience. Prior to joining Oakwell in 2025, she worked with Ameritas Advisory Services and its affiliated companies for over a decade, alongside a long tenure at Mary Kay Cosmetics. She is actively involved in community organizations, serving as President of the Rotary Club of New Braunfels and participating on nonprofit boards such as the Sophienburg Museum and Archives and The Braunfels Foundation Trust. Oakwell Private Wealth Management serves individuals, high-net-worth clients, pension and profit-sharing plans, and corporate accounts by providing investment supervisory services, financial planning, and access to a range of investment products. The firm employs a discretionary approach based on documented goals and risk tolerance, utilizing fundamental, technical, and cyclical analysis across various trading strategies.

Jelveh Pedraza is a financial advisor at Cavu Wealth Management with 17 years of industry experience. She holds a Series 66 designation and has worked at Cavu Wealth Management since 2020, following five years at Laurel Wealth Advisors. Pedraza also operates as a Private Wealth Advisor and Senior Portfolio Manager under the co-branded DBA Palizban Pedraza Wealth Advisors. Cavu Wealth Management serves individual, retirement plan, charitable, and corporate clients by providing discretionary investment supervisory services, financial planning, and retirement-plan advisory. The firm manages portfolios using asset allocation, fundamental and technical analysis, mutual funds and ETFs, and option strategies, with a multi-office presence and the use of derivatives in separately managed accounts.

Amber Picard is a CFP® professional with five years of experience in financial advising. She is currently with Astoria Strategic Wealth, Inc., where she has worked since 2021. Prior to that, she gained experience at Financial Synergies Wealth Advisors, Inc. and has held academic roles at Texas A&M University and Tyler Junior College. Astoria Strategic Wealth provides financial planning and investment management services to individuals, charitable organizations, private businesses, and retirement plans. The firm employs a team-based approach, managing approximately $482 million in assets and emphasizing asset allocation through ETFs and mutual funds supported by fundamental and quantitative analysis.

Robert Kokol is a CFP® professional with 22 years of experience in the financial services industry. He has worked at Atticus Wealth Management since 2020 and previously held roles at SCF Investment Advisors, Global Financial Private Capital, and Divorce Financial Planning. He is also the owner of Global Planning Solutions & Advisory LLC, where he serves as an insurance agent for non-variable life insurance products and related coverage. Atticus Wealth Management is a team-based registered investment advisor that serves individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm provides portfolio management, pension consulting, and comprehensive financial planning, employing a range of investment strategies from long-term allocations to short-term trading.

Kirby Jacobson is a CFP®, CFA®, and Series 65-registered financial advisor with 16 years of industry experience. He is currently with Astoria Strategic Wealth, Inc., where he has worked since 2021. Prior to this, he founded Jacobson Wealth Management LLC and has experience with Lee Financial Company, LLC and Darwin's Beagle, Inc. Astoria Strategic Wealth provides financial planning and investment management services primarily for individuals and high-net-worth clients, as well as charitable organizations and private businesses. The firm focuses on diversified asset allocation with a long-term buy-and-hold strategy and offers tiered service levels that include tax-aware planning and estate-document review.

Kevin Webb is a financial advisor with OFG Financial Services, Inc. in New Braunfels, TX, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has worked at OFG Financial Services since 2007 and also operates Webb Insurance. Outside of his advisory role, Webb serves as a Comal County Texas County Commissioner for Precinct 3, where he is involved in setting the county budget, tax rate, and priorities. OFG Financial Services provides investment advisory and planning services to individuals and corporations, managing approximately $270 million in assets across 843 client relationships with a team of 37 advisors. The firm uses fundamental analysis to construct portfolios emphasizing no-load mutual funds and listed securities, managing accounts on a non-discretionary basis and documenting client objectives before making recommendations.

Mariah Champness is a financial advisor at Christian Financial Advisors in New Braunfels, TX, holding a Series 65 designation with one year of experience at the firm. Prior to joining Christian Financial Advisors, she spent five years at Price Waterhouse Coopers and three years affiliated with the University of Alabama. Christian Financial Advisors provides discretionary portfolio management, financial planning, retirement-plan advisory, and investment consulting to individuals, trusts, estates, charitable organizations, and corporate clients. The firm uses a team-based approach with a primarily long-term, fundamentals-driven investment process that incorporates Biblically Responsible Investing and serves a variety of client types through ongoing management and scheduled financial planning reviews.

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.

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.

Shawn Peters is a financial advisor at Christian Financial Advisors with 10 years of industry experience. He holds Series 65 and Series 66 designations. In addition to his advisory role since 2020, he is the owner of Odin Creative, a marketing services firm he has managed since 2015. Christian Financial Advisors offers discretionary portfolio management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, charitable organizations, and corporate clients. The firm employs a long-term, fundamentals-driven investment approach, integrates Biblically Responsible Investing overlays, and operates through a team-based model.

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.