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 in New Braunfels, TX, with 10 years of industry experience. He holds Series 65 and Series 66 credentials and has worked at Christian Financial Advisors since 2020. Outside of financial advising, he is the owner of Odin Creative, a marketing services business he has managed since 2015. Christian Financial Advisors offers discretionary portfolio management, financial planning, and retirement-plan advisory services to individuals, trusts, charitable organizations, and corporate clients. The firm employs a long-term, fundamentals-driven investment approach with a Biblically Responsible Investing overlay and serves clients 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.

Berry Burkhart is a financial advisor at Wealth Watch Advisors, Inc with eight years of industry experience. He holds a Series 65 designation and has worked at Wealth Watch Advisors since 2019. Burkhart is also president and owner of Burkhart, Peterson & Company, PLLC, a tax preparation and accounting firm. Wealth Watch Advisors serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other registered investment advisers. The firm employs a combination of quantitative, qualitative, and technical investment strategies and offers both discretionary and non-discretionary portfolio management, with a focus on approved third-party model managers.

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.

Henry Arellano is a Series 66-credentialed financial advisor with 15 years of industry experience. He has worked at Advisory Services Network since 2023 and previously spent 12 years with Edward Jones. Outside of advising, he is the founder of APREMIER Consulting, which develops coaching and training products for business process optimization, and owns an auto repair shop. Advisory Services Network serves individuals, families, corporations, and employer-sponsored retirement plans through a large network of independent investment adviser representatives. The firm provides a range of advisory services including portfolio management, financial planning, and retirement plan consulting, employing diverse investment strategies tailored to clients’ objectives and risk tolerances.

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.

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.

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.

Edward Hildebrand is a financial advisor with Elevation Point Wealth Partners, LLC in New Braunfels, TX, holding Series 63 and Series 66 designations and bringing 23 years of industry experience. His previous roles include positions at Sanctuary Wealth, Wedbush Securities, and Raymond James & Associates, among others. Elevation Point Wealth Partners provides discretionary and non-discretionary investment advisory services to individuals, retirement plans, trusts, and institutional clients. The firm employs strategic and tactical asset allocation through various model portfolios and separately managed accounts, offering alternatives and technology-enabled services as part of its investment approach.

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.

Ian Bradley is a Series 66-licensed financial advisor with Foundations Investment Advisors LLC in New Braunfels, TX, with three years of industry experience. His prior roles include positions at Texas Financial Advisory, Edward Jones, Colorado Technical University, and USAA. Outside of advising, he works as an independent insurance sales agent, offering insurance and annuity solutions to retail clients. Foundations Investment Advisors provides financial planning and portfolio management services to individual and high-net-worth clients, retirement plans, and registered investment companies through a large network of representatives. The firm uses a combination of fundamental, technical, and cyclical analysis along with model portfolios and an asymmetric rebalancing approach in its investment management.

Lawrence Conti Jr. is affiliated with Gradient Advisors, LLC and holds Series 63 and Series 65 designations. He has over two decades of experience in the industry, including roles at Conti & Conti LLC and Gallucci & Conti Insurance Services, Inc. since 2001. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to a diverse range of clients, including individuals, retirement plans, trusts, estates, charitable organizations, and corporations. The firm operates primarily through third-party money managers and investment advisor representatives, employing a largely non-discretionary model that incorporates fundamental, technical, and cyclical analysis.

Michael Walters is a CFP® with eight years of industry experience, currently serving as a financial advisor at Prosperitas Financial, LLC. He has previously worked at SWBC Investment Services, Teamwork Financial Advisors, and First Command Financial Planning. In addition to his advisory role, he is licensed to educate clients on Medicare Advantage and Supplemental Plans. Prosperitas Financial is a multi-team registered investment adviser serving individuals, trusts, retirement plans, and corporate entities. The firm manages approximately $812 million across a diverse client base, offering asset management, comprehensive portfolio management, and financial planning with an investment approach that combines multiple analytical methods and third-party manager support.

Scott Rader is a Series 66-licensed financial advisor with 16 years of industry experience. He has been with Dynamic since 2018, following roles at Oxford Asset Management LLC and Edward Jones. Outside of financial advising, he is a certified "Ridercoach" in Texas, conducting motorcycle rider safety and licensing courses, and consults for a manufacturing facility specializing in industrial paint systems. Dynamic serves a diverse client base including individuals, trusts, estates, charitable organizations, pension plans, businesses, and other registered investment advisers. The firm emphasizes long-term, client-specific portfolio construction and provides support services to other advisers through technology, research, and sub-advisory relationships.

Chris Benson is a financial advisor at Wealth Watch Advisors, Inc. based in San Antonio, TX. He holds Series 65 and Series 63 licenses and has seven years of industry experience. His prior roles include positions at Valor Wealth Strategies and NYLIFE Securities, LLC, as well as New York Life Insurance. Before entering financial services, he worked at Rackspace for six years. Wealth Watch Advisors serves a diverse client base, including high-net-worth individuals, pension plans, trusts, charitable organizations, corporations, and other registered investment advisers. The firm employs a multifaceted investment approach combining quantitative, qualitative, and technical methods, utilizing third-party model managers and approved alternative private placements for eligible investors.

Mario Barrera is a financial advisor with Foundations Investment Advisors LLC, holding a Series 65 credential and four years of industry experience. His career includes roles at Foundations Investment Advisors since 2024, Queen B Advisors from 2022 to 2024, and a 20-year tenure at United Services Automobile Association. Outside of advisory work, he is involved in MAGELLAN INSURANCE, where he offers insurance and annuity solutions to retail clients. Foundations Investment Advisors, LLC provides financial planning and portfolio management to a diverse client base, including individual and high-net-worth clients, retirement plans, and registered investment companies. The firm employs a combination of fundamental, technical, and cyclical analysis along with model portfolios and asymmetric rebalancing to manage investments.

Richard Ure is a financial advisor with Gradient Securities, LLC in San Antonio, TX, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He has worked at Gradient Securities since 2019, with prior roles at LPL Financial and National Planning Corporation. Outside of advising, Ure owns a woodworking and agricultural products business that raises and sells livestock and cedar hardwood products. Gradient Securities, LLC (doing business as Gradient Wealth Management) provides financial planning, consulting, non-discretionary asset management, and ERISA 3(21) retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension plans, trusts, and business entities. The firm emphasizes a non-discretionary investment model that incorporates fundamental, technical, and cyclical analysis and often utilizes third-party managers while providing ongoing monitoring and client reviews.

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.

Gregory Davis is a financial advisor at UNITED PLANNERS' FINANCIAL SERVICES of AMERICA with 42 years of industry experience. He holds the ChFC® designation and Series 63 license. His prior work experience includes roles at Grove Point Investments, Grove Point Advisors, and H.Beck, Inc. Davis is a licensed insurance agent and a partner in DSSTT, LLC, a non-investment related business. United Planners Financial Services is a national wealth-management enterprise serving a diverse client base, including individuals, retirement plans, corporations, and institutional clients. The firm offers advisory and brokerage services through independent representatives and utilizes a variety of custodians and third-party managers to implement client strategies.