Daniel Seltzer is a CFP® and holds a Series 66 license with 15 years of industry experience. He has worked at Arrow Wealth Advisors since 2017 and previously was affiliated with US Financial Advisors, LLC and LPL Financial. Located in San Antonio, TX, he is a principal at a firm with two advisors. Arrow Wealth Advisors serves individual and high-net-worth clients, charities, and business entities, providing discretionary portfolio management, financial planning, and ERISA retirement-plan advisory services. The firm employs an evidence-informed, market-centric investment approach focused on diversification, systematic implementation, and tax-aware decisions.

James Bergis is a financial advisor with Authentikos Wealth Advisory LLC in New Braunfels, TX, holding a Series 65 designation and six years of industry experience. He previously worked at Regent Financial and Insurance Services, LLC and Regent Wealth Management from 2014 to 2021. Outside of his advisory role, Bergis owns and operates a woodworking and metal fabrication business called Bergis Builds. Authentikos Wealth Advisory LLC provides investment advisory and financial planning services primarily to individuals and retirement plans, with offerings that include discretionary portfolio management, written financial plans, and third-party manager selection. The firm customizes portfolio allocations using fundamental, cyclical, and technical analysis across a broad range of investment vehicles and may implement strategies directly or through model portfolios and third-party managers.

Tanner Friesenhahn is a financial advisor with Heritage Haus Wealth Partners LLC in New Braunfels, TX, holding Series 65 and Series 66 credentials and three years of industry experience. His prior work includes roles at Teamwork Financial Advisors, LPL Financial, Pontem Financial, and the Texas Comptroller of Public Accounts. Heritage Haus Wealth Partners LLC serves individuals, high-net-worth clients, and retirement plans with tiered wealth management services, offering a goal-based discretionary investment approach that includes asset management, financial planning, held-away account management, and estate-planning facilitation through a third-party platform.

Darin Doty is a CFP® professional with over 1 year of experience at Victory Wealth Services, LLC and a prior 18 years at Primerica Financial Services. He has been involved with Herlee Management Co. since 1995. Victory Wealth Services is a fee-based financial planning and investment management firm serving individual and high-net-worth clients. The firm provides tailored asset management and wealth planning services, utilizing both discretionary and non-discretionary portfolio strategies, and offers public educational seminars free of charge.

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.

Campbell Seay is a financial advisor at Glass Wealth Management Co., LLC with one year of industry experience. He holds a Series 65 designation and has been with the firm since 2024. Prior to joining the firm, he was not employed in the financial industry for ten years. 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 significant assets.

Daniel Blecher is a financial advisor with Pivot Investment Planning, LLC, holding a Series 66 designation and 22 years of industry experience. He previously worked at Merrill from 2015 to 2024. Blecher is also a licensed insurance agent. Pivot Investment Planning is a small registered investment adviser serving individual and high-net-worth clients with portfolio management and written Investment Policy Statements. The firm advises on a range of investment types and employs multiple analytical approaches, managing discretionary accounts with both long-term and active trading strategies.

Matthew Hartman is a Series 65-licensed financial advisor with 13 years of industry experience. He has been with SA Financial Solutions, LLC since 2012 and also operates MGH Financial, where he is involved in fixed insurance sales. SA Financial Solutions serves individual and high-net-worth clients, managing approximately $18.6 million across about 43 accounts. The firm offers discretionary asset management, financial planning, consulting, and assets-under-advisement reviews, utilizing a combination of fundamental, technical, charting, and cyclical analysis with both strategic and tactical asset allocation.

Heather Haas is a CFP® and Series 65 licensed advisor with nine years of industry experience, currently serving at Imperium Wealth Management, LLC since 2014. She is based in San Antonio, TX, and works at a firm with two advisors. Imperium Wealth Management offers 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 provides customizable portfolio management, incorporating a range of securities and private placements, and also sponsors its own wrap fee program while delivering tax and accounting services through some members.

Shelby Saberon is a Series 65 licensed financial advisor with 11 years of industry experience, currently serving at Saber and Shield Wealth Management, L.L.C. since 2017. Prior to this, Shelby held roles at Retirement Wealth Advisors, Inc., Evident Wealth, and Mann Mortgage. Outside of financial advising, Shelby has been involved with The Passion Travel Company since 2001. Saber and Shield Wealth Management, L.L.C. provides discretionary and non-discretionary portfolio management for individuals, families, trusts, estates, and small businesses. The firm applies modern portfolio theory with globally diversified investments, utilizing mutual funds, ETFs, and individual stocks, and manages approximately $74 million in assets.

Dana Mcginnis is a financial advisor at Mission Advisors, LP with 24 years of industry experience. He holds a Series 63 designation and has been with Mission Advisors since 2000. Mcginnis serves on the Board of Directors of Texas Pacific Land Trust. Mission Advisors, LP provides discretionary investment management to individual and high-net-worth clients, as well as private pooled investment vehicles. The firm manages funds focused on royalty and mineral interests in oil and gas properties primarily in the Permian Basin and Haynesville Shale, using industry connections to source acquisitions.

Gerhardt Hartman is a ChFC® credentialed financial advisor with 26 years of industry experience. He has been with SA Financial Solutions, LLC since 2011 and has operated as a sole proprietor under the same business name since 2009. Hartman also maintains an active insurance agent role, conducting fixed insurance sales alongside his advisory work. SA Financial Solutions serves individual and high-net-worth clients, providing discretionary asset management, financial planning, and referrals to third-party managers. The firm tailors investment programs to client goals using a combination of fundamental, technical, and cyclical analyses, and operates with a small client base and two advisors.

Brian Cox is a CFP® professional with 14 years of industry experience. He has been with Astoria Strategic Wealth, Inc. since 2012 and is currently part of the firm's eight-advisor team based in New Braunfels, TX. Astoria Strategic Wealth provides financial planning and investment management primarily for individuals and high-net-worth clients, as well as charitable organizations, pension/profit-sharing plans, and private businesses. The firm employs a diversified, long-term investment approach centered on asset allocation using mutual funds and ETFs, with service tiers that include tax-aware planning and estate-document review.

Russell Samples is a financial advisor at Private Wealth Asset Management with 11 years of industry experience. He holds Series 63, 65, and 66 licenses and previously worked at Wells Fargo Bank for eight years before joining his current firm in 2021. He is also a licensed insurance agent involved in the sale of accident, health, life, and HMO insurance. Private Wealth Asset Management serves individuals, family offices, trusts, estates, nonprofit organizations, and retirement plans. The firm employs a comprehensive investment process that includes strategic asset allocation with tactical adjustments and offers both discretionary and non-discretionary portfolio management alongside access to private placements and alternative investments.

Robin Badillo is a financial advisor at Broadway Wealth Solutions in San Antonio, TX, with 11 years of industry experience. His work history includes roles at Broadway Bank, Frost Bank, and Bbva Securities Inc. Outside of finance, he owns Robin Jade Photography, producing images for sports teams and families on an occasional basis. Broadway Wealth Solutions provides discretionary and non-discretionary investment management and integrated financial planning to individuals, retirement investors, trusts, estates, charitable organizations, and businesses. The firm employs a strategic asset allocation approach with tactical adjustments and offers customized portfolios, including specialized strategies such as direct indexing.

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.

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.

Michael Whyte is a Series 65-licensed financial advisor with Targeted Wealth Solutions in Schertz, TX, where he has worked since 2021. He has four years of industry experience and also works as a commercial pilot for Delta Airlines, a role he has held since 2015. Targeted Wealth Solutions serves individual and high-net-worth clients, as well as retirement plans, foundations, and charitable organizations. The firm employs a Modern Portfolio Theory framework enhanced by economic analysis and quantitative models, offering diversified portfolios primarily through ETFs and active option strategies for downside risk management.

Anders Storvik is a financial advisor at Wela Financial Advisory with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Brent Forrest & Associates LLC since 2016. Outside of advising, he is a partner in a real estate operating company that manages the building housing his firm. Wela Financial Advisory is a fee-only registered investment adviser serving individual investors and businesses with discretionary portfolio management, financial planning, and investment consulting. The firm employs a multi-fund-manager approach combining fundamental and technical analysis, emphasizing tax efficiency and ongoing client engagement through a financial planning membership program.

Nicole Lopez is a financial advisor at Broadway Wealth Solutions in San Antonio, TX, holding a Series 65 designation with four years of industry experience. Her prior roles include positions at Imperium Wealth Management and Chase, as well as work in the education and promotions sectors. Broadway Wealth Solutions serves individual and retirement investors, including high-net-worth clients, offering fee-based discretionary portfolio management, integrated financial planning, and retirement rollover guidance. The firm employs a strategic asset allocation approach with tactical adjustments and operates as a bank-owned subsidiary with connections to a trust company and Broadway National Bank.