Mariano Gomez De La Sierra is a financial advisor at Altamira Capital Management LLC in San Antonio, TX, with 10 years of industry experience. He holds a Series 65 designation and has been with Altamira since 2015. Outside of his advisory role, he is a member of Interlagos Holdings, LLC, a real estate firm. Altamira Capital Management provides discretionary investment management through the Altamira Prima Fund, LP, serving institutional investors, family offices, and other qualified individuals. 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 proprietary probabilistic models and firm-specific risk metrics.

Joseph Warren is a financial advisor at Financial Planning HQ, LLC in San Antonio, TX, holding a Series 66 designation with 11 years of industry experience. His prior roles include positions at Lincoln Financial Securities, Mass Mutual Investors Services, MassMutual Life Insurance Company, and MetLife Securities. Outside of advising, he is involved in retail reselling and owns a vending machine service business. Financial Planning HQ provides comprehensive financial planning and ongoing plan maintenance for individual clients, focusing on tailored plans, insurance reviews, and broad asset allocation guidance without discretionary trading authority. The firm serves a small client base through a three-advisor team and refers clients seeking active portfolio management to an unaffiliated third-party money manager.

Allison Gagni is a financial advisor with Gagni Wealth Management LLC, holding Series 63 and Series 65 designations and nine years of industry experience. She has worked with Gagni Wealth Management since 2016 and Maridea Wealth Management LLC since 2024. Allison is also a licensed insurance agent, dedicating a portion of her time to insurance sales and implementation. Gagni Wealth Management serves individual clients, corporations, trusts, and small businesses, managing discretionary and non-discretionary portfolios across approximately 139 accounts. The firm combines fundamental and technical analysis to build and monitor model allocations, including Balanced, Moderate, and Value strategies, and employs derivatives and option strategies in certain accounts.

Denton Nerison is a financial advisor at Torres Financial Services, Inc. with 17 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Eagle Strategies and New York Life Insurance Company. Torres Financial Services serves individual and high-net-worth clients by providing integrated wealth management through discretionary and non-discretionary portfolio management, financial consulting, and planning. The firm employs a blend of fundamental and technical analysis focused on growth-and-income and value-oriented strategies, using a range of investment tools including margin borrowing and options.

Cody Heffron is a Series 66 licensed advisor at Money Managers, Inc. with four years of industry experience. He has worked previously at LPL Financial and NEXT Financial Group Inc., and also spent nine years at HEB Grocery Company. Heffron maintains a role as a non-variable insurance agent alongside his advisory duties. Money Managers, Inc. serves individual and high-net-worth clients, small businesses, and employee benefit plans with portfolio management, wealth management, and financial planning services. The firm primarily offers discretionary portfolio management using model portfolios tailored to different risk tolerances and sponsors a wrap fee program with active management.

Mark Snelling is a financial advisor at Sweetwater Financial Advisors, LLC in Boerne, TX, holding a Series 63 designation with 24 years of industry experience. He has been with Sweetwater Financial Advisors since 2001. Sweetwater Financial Advisors manages approximately $95.6 million for about 208 clients, including individuals, high-net-worth clients, employer-sponsored retirement plans, and government entities. The firm uses model portfolios primarily consisting of mutual funds, ETFs, and individual equities, employing both fundamental and technical analysis with discretionary management. Additionally, Sweetwater offers pension and 401(k) consulting services and performance-based fee programs for qualified clients.

Tyler Dunkelberger is a financial advisor with Reliance Wealth Management in San Antonio, TX, holding a Series 65 credential and three years of industry experience. He previously worked at Coppell Advisory Solutions LLC and is also Vice President and Insurance Agent at Reliance Financial Partners, where he is involved in the sale of insurance products. Reliance Wealth Management serves individuals, high-net-worth clients, foundations, trusts, estates, corporations, and charitable organizations, offering discretionary investment management alongside integrated and stand-alone financial planning. The firm employs a top-down, macro-environmental investment approach with tactical asset allocation and uses a variety of investment vehicles including mutual funds, ETFs, individual equities, bonds, structured notes, and alternative investments.

Grace Suchy is a financial advisor at Reliance Wealth Management in San Antonio, TX, with one year of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at S&D Financial, Coppell Advisory Solutions, Reliance Financial Partners, and Hurley Elder Care Law. Outside of advising, she is also an insurance agent at Reliance Wealth Management. Reliance Wealth Management serves individuals, including high-net-worth clients, as well as foundations, trusts, estates, corporations, and charitable organizations, providing discretionary investment management and financial planning. The firm uses a top-down, macro-environmental investment approach emphasizing tactical asset allocation and sector rotation across various asset classes, including alternatives and structured notes.

Ryan Riffe is a financial advisor at SWBC Investment Company in San Antonio, TX, with 13 years of industry experience. He holds a Series 66 designation and has been with SWBC Investment Company since 2015. He also has experience with Advisors Asset Management, Inc., where he has worked since 2012. SWBC Investment Company provides investment advisory services to individuals, banking and thrift institutions, charities, and pooled investment vehicles. The firm manages accounts through internal portfolio teams and sub-advisers, offering a range of services including discretionary portfolio management and private fund management focused on value-add real estate and private placements.

Barret Kolle is a financial advisor at Avid Wealth Partners, LLC with 13 years of industry experience. He holds the ChFC® designation and securities licenses Series 63 and Series 65. His prior experience includes roles at Northwestern Mutual and New Edge Advisors. Outside of his advisory role, he is involved in Avid Risk Management, focusing on insurance and financial planning. Avid Wealth Partners provides financial planning, consulting, and investment management services to a diverse client base, including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs a goal-oriented, planning-driven investment approach emphasizing low-cost asset allocation, downside protection, and tax minimization, often incorporating mutual funds, ETFs, individual securities, and fixed income into client portfolios.

Jeffrey Dabbs is a CFA® charterholder with 17 years of industry experience. He has been with Kercheville Advisors LLC since 2013. Outside of his advisory role, he teaches as a professor at the University of Phoenix. Kercheville Advisors offers discretionary and non-discretionary portfolio management, financial planning, and pension/retirement plan consulting for individuals, trusts, estates, charitable organizations, and business entities. The firm employs an equity stock-picking approach focused on individual equities and integrates both fundamental and technical analysis with ongoing portfolio monitoring and flexible asset allocation.

Bryan Wing is a CFP® and Series 66-registered advisor with 20 years of industry experience. He has worked at PAX Financial Group since 2016, previously with 360 Wealth Management and LPL Financial. Bryan serves on the board of CASA Child Advocates San Antonio and works as an independent contractor training large language models in various AI labs. PAX Financial Group provides advisory services to individuals, high-net-worth clients, small businesses, and corporations. The firm uses a team-based investment approach guided by an Investment Committee, applying traditional academic models and values-based ETF selections to build diversified, long-term portfolios.

Russell Thamm is a financial advisor at Teamwork Financial Advisors, LLC in San Antonio, TX, holding a Series 65 designation with one year of industry experience. Prior to joining Teamwork Financial Advisors in 2025, he worked at Rebel Financial and has experience in educational roles at Texas Tech University, Central Texas College, and Lake Travis High School. Teamwork Financial Advisors is a team-based registered investment adviser with 14 advisors managing approximately $1.01 billion for around 2,480 clients. The firm serves individuals, high-net-worth clients, and institutional accounts, employing a primarily model-based, core-and-satellite investment approach using ETFs, individual equities, and U.S. Treasuries.

Roberto Cano is a financial advisor at Alterna Wealth Management, Inc. with four years of industry experience. He holds a Series 66 designation and previously worked at Ernst & Young before joining Alterna Securities in 2022. Alterna Wealth Management provides investment advisory and portfolio management services to individuals, high-net-worth clients, trusts, estates, institutions, and charitable organizations. The firm employs a disciplined, global approach to asset allocation and diversification, using dynamic models and a combination of quantitative analysis, technical methods, and an in-house trading desk.

Simon Thompson is a CFA® charterholder with 18 years of experience in the financial industry. He has been with Texas Legacy Wealth Management since 2011 and is also associated with LPL Financial. Thompson holds Series 63 and Series 65 licenses. TLWM Financial provides asset management, financial planning, and consulting services to individuals, trusts, estates, and business entities. The firm offers discretionary portfolio management and utilizes a range of investment strategies, including individual securities and proprietary models, with a focus on continuous portfolio supervision and regular reviews.

Christopher Dewlen is a financial advisor at SWBC Investment Company with 30 years of industry experience. He holds Series 63 and Series 65 designations. Prior to joining SWBC in 2025, he worked for Advisors Asset Management, Inc. for over two decades. SWBC Investment Company provides investment advisory services to individuals, including high-net-worth clients, banking and thrift institutions, charities, and pooled investment vehicles. The firm offers discretionary portfolio management, financial planning, and private investment fund management, utilizing internal portfolio teams and a network of sub-advisers.

Kevin Kustelski is a financial advisor at Reliance Wealth Management in San Antonio, TX, holding a Series 66 license with three years of industry experience. He previously worked at MML Investors Services LLC and Foundry. Outside of advisory, he is licensed as an insurance agent specializing in life, long-term care, fixed annuities, and health insurance. Reliance Wealth Management serves individuals, including high-net-worth clients, as well as foundations, trusts, estates, corporations, and charitable organizations. The firm offers discretionary investment management combined with integrated and stand-alone financial planning, employing a top-down, macro-environmental investment approach with tactical asset allocation across a broad range of securities and alternative investments.

Daniel Reller is a financial advisor with PAX Financial Group in San Antonio, TX. He holds Series 65 and Series 63 licenses and has three years of industry experience. Prior to joining PAX Financial Group in 2026, he worked at Northwestern Mutual Investment Services LLC and Suarez Financial Planning Group, among other firms. PAX Financial Group serves individuals, high-net-worth clients, small businesses, corporations, and their retirement plans. The firm uses a team-based investment approach grounded in Modern Portfolio Theory and the Efficient Market Hypothesis, offering diversified portfolios with values-based ETF options and strategies such as covered-call writing.

James Davis is a financial advisor with Hill Country Group in Boerne, TX, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has previously worked at Calton & Associates, Inc., Westpark Wealth Advisors, Inc., and IMS Securities, Inc. Outside of financial advising, he serves as a director on the board of StillWater Christian Ministries and owns a conflict resolution training business for corporate and educational clients. Hill Country Group provides investment advisory and financial planning services to individuals, high-net-worth clients, corporations, and other business entities. The firm employs a combination of fundamental and technical analysis along with modern portfolio theory and long-term strategies, offering discretionary and non-discretionary asset management, retirement plan consulting, and ongoing financial planning.

Alexis Ferris is a financial advisor at TLWM Financial in San Antonio, TX, holding Series 65 and Series 63 licenses with one year of industry experience. Prior to joining TLWM Financial and LPL Financial, Alexis worked in various roles including at Premier Plastic Surgery and Bebek Family. TLWM Financial provides discretionary asset management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, and business entities. The firm offers tailored portfolios with continuous supervision, employing fundamental and technical analysis, and delivers advisory services through LPL-sponsored programs and ongoing subscription planning.