Peter Coulchinsky is a financial advisor at The Summit Group in San Antonio, TX, holding Series 63 and Series 66 licenses with 26 years of industry experience. He has been with Argenta Capital Management, LLC dba The Summit Group since 2014. The Summit Group serves a small base of mostly individual clients, providing portfolio management, financial planning, and consulting services. The firm manages approximately $16 million in discretionary assets, focusing on equity-heavy portfolios and operates with a two-person advisory team.

Stephen Wilde is a financial advisor at Glass Wealth Management Co., LLC in San Antonio, TX, with 27 years of industry experience. He holds a Series 63 designation and has worked at various iterations of Glass Wealth Management since 1999. Outside of his advisory role, Mr. Wilde is involved in family-held investment entities focused on illiquid real estate, private companies, and oil investments. Glass Wealth Management Co., LLC provides discretionary and non-discretionary investment management primarily to high-net-worth individuals, families, trusts, donor-advised funds, and closely held entities. The firm offers fully customized portfolios across core strategies, emphasizing long-term, tax-aware investing, and includes a family-office style service for larger relationships.

Cristina Raft is a financial advisor at Stone Oak Wealth Management, LLC in San Antonio, TX, with 27 years of industry experience. She holds a Series 63 designation and previously worked at Raymond James from 2016 to 2018 before joining Stone Oak Wealth Management in 2018. Stone Oak Wealth Management serves individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and businesses. The firm offers portfolio management, financial planning, and pension consulting, employing a mix of technical, fundamental, and modern portfolio theory approaches along with both long- and short-term trading strategies.

Yamara Beck is a financial advisor at AssetFusion with 18 years of industry experience. She holds the Series 63 and Series 65 designations and previously worked with Cambridge Investment Research and Lincoln Financial Securities Corporation. AssetFusion is a fee-only registered investment adviser serving individuals, trusts, estates, charitable organizations, and business entities. The firm focuses on disciplined asset allocation and fundamental analysis to manage diversified portfolios across multiple strategies tailored to varying risk levels.

Christopher Holden is a financial advisor with Imperium Wealth Management, LLC in San Antonio, TX. He holds a Series 65 designation and has 21 years of industry experience. Holden has been with Imperium Wealth Management since 2011. Imperium Wealth Management provides 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 customizes portfolios based on clients’ risk tolerances and time horizons and offers both discretionary and non-discretionary management.

John Chan is a CFP® professional with 11 years of industry experience, currently affiliated with Independence Wealth Group in San Antonio, TX. He has worked at G. H. Wealth Management, LLC since 2016. Outside of his advisory role, he is a licensed insurance agent and a minority owner of Falcon Insurance Services, a property and casualty insurance agency, where he provides financial oversight. Independence Wealth Group offers portfolio management and comprehensive financial planning primarily for individual clients using a strategic, long-term asset allocation approach. The firm integrates insurance activities within its advisory platform and provides educational seminars and customized plans based on client goals, risk tolerance, and tax considerations.

Amy Robinson is a financial advisor at Robinson Value Management, Ltd. in San Antonio, TX, with 30 years of industry experience. She has been with Robinson Value Management since 2004. Robinson Value Management provides discretionary investment management and model-based sub-advisory services to a range of clients including individuals, institutions, and charitable organizations. The firm’s investment approach combines contrarian, valuation-driven U.S. equity strategies, global equity exposure, and an active macro-oriented sleeve designed to manage regime and inflation risks, utilizing both fundamental and quantitative analysis.

Stephen Arnold is a financial advisor at Texas Institutional Investment Management, LLC with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has been with the firm since 2004. Texas Institutional Investment Management provides discretionary investment supervisory services to high net worth individuals and various institutional clients, including pension plans, charitable institutions, and municipalities. The firm employs a growth-equity approach focused on the Russell 3000 Growth universe and uses a multi-step investment selection process involving both quantitative and fundamental analysis.

Michele Camp is a financial advisor at Beacon Advisors with 10 years of industry experience. She holds a Series 63 designation and previously worked at JPMorgan Chase Bank NA and Custos Family Office LLC. Michele serves as Vice President and finance committee member of the board for Christian Assistance Ministry and holds board positions with the Founder's Council supporting Texas Biomed and the Texas Business Hall of Fame. Beacon Advisors provides investment advisory and financial planning services primarily to individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm emphasizes risk management, asset allocation, and diversification, tailoring portfolios to client objectives and conducting regular account reviews using multiple analysis methods.

Michael Gaona is a financial advisor at Heritage Haus Wealth Partners LLC in New Braunfels, TX, with eight years of industry experience. He holds Series 65 and Series 66 designations and previously worked at Teamwork Financial Advisors, First Command Financial Services, and The Litton Realty Group. Heritage Haus Wealth Partners offers discretionary wealth management services across multiple tiers, including retirement-plan services and estate-plan review. The firm uses a broad investment toolkit and manages over $241 million in assets shortly after its 2026 formation.

Logan Robinson is a financial advisor at Cornermen Financial, LLC with six years of industry experience. He holds the Series 66 designation and has worked previously at Equitable Advisors, LLC and BoxDrop. Cornermen Financial serves individuals, high-net-worth clients, and business entities, managing approximately $144 million for about 400 clients. The firm offers portfolio management, financial life planning, and uses model or customized portfolios, employing modern portfolio theory and Monte Carlo simulations to assess risk and outcomes.

Eric Efron is a CFA® charterholder with 19 years of industry experience, currently serving as an advisor at Texas Institutional Investment Management, LLC since 2004. He holds a Series 63 license and is based in San Antonio, TX. Texas Institutional Investment Management provides discretionary investment supervisory services to high net worth individuals and various institutional clients, including pension plans, charitable institutions, and municipalities. The firm employs a growth-equity approach focused on equities within the Russell 3000 Growth universe and uses a structured three-step investment selection process involving technical screening, quantitative scoring, and fundamental review.

Mary Haselhorst is a financial advisor at Inflection Financial in San Antonio, TX, holding Series 63 and Series 65 licenses with 19 years of industry experience. She previously worked at Commonwealth Financial Network and Business Financial Group. Inflection Financial provides investment advisory services to employer-sponsored 401(k) plans and individual wealth management clients, emphasizing an evidence-based, long-term investment approach with broad diversification and cost-efficient implementation. The firm manages approximately $491 million in client assets across its two advisors and offers comprehensive financial planning and specialized plan-level services.

David Hornberger is a financial advisor at Glass Wealth Management Co., LLC with 13 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at JPMorgan Chase Bank NA and J.P. Morgan Securities. Outside of his advisory role, he is involved as a managing member in family-owned investment partnerships and serves as a trustee for family trusts. Glass Wealth Management Co., LLC provides discretionary and non-discretionary investment management to high-net-worth individuals, families, trusts, donor-advised funds, and closely held entities. The firm offers fully customized portfolios across core strategies, emphasizing long-term, tax-aware investing and a documented sell discipline.

Mitchell Law is a CFP® and holds a Series 65 license, currently serving with Arrow Wealth Advisors in San Antonio, TX. He has two years of industry experience, including his tenure at Arrow Wealth Advisors beginning in 2023. Prior to his financial advisory career, he spent five years at Brigham Young University and was employed by the Church of Jesus Christ of Latter-Day Saints for two years. Arrow Wealth Advisors serves individual and high-net-worth clients, charities, and business entities with discretionary portfolio management, financial planning, and ERISA retirement-plan advisory services. The firm uses an evidence-informed, market-centric investment approach focused on broadly diversified portfolios and tax-aware decisions tailored to individual financial plans.

Timothy Brown is a financial advisor with The Viable Group, Inc. in San Antonio, TX, holding Series 63 and Series 65 licenses and having 26 years of industry experience. He has been with The Viable Group since 2007 and also has involvement in Viable Strategies, Inc., where he acts as an insurance agent for fixed annuities, life insurance, and long-term care. The Viable Group, Inc. provides personalized financial planning and discretionary investment management to individuals, trusts, estates, and charitable organizations, serving both non-high-net-worth and high-net-worth clients. The firm’s investment approach includes fundamental, technical, and cyclical analysis with ongoing portfolio review.

Ellen Smith is a financial advisor at Janus Financial Planning, LLC in San Antonio, TX. She holds a Series 65 designation and has eight years of professional experience primarily with Southwest Research Institute and Bechtel Corporation. Janus Financial Planning serves individual and high-net-worth clients as a fee-only registered investment adviser, providing investment management, financial planning, tax return preparation, and bookkeeping services. The firm emphasizes passive, index-based portfolios and integrates tax and retirement planning, while also offering educational seminars on personal finance.

Alejandro Cabezut is a financial advisor with The Summit Group in San Antonio, TX, holding Series 66 and Series 65 licenses and possessing nine years of industry experience. He has worked at The Summit Group since 2016, and previously spent a year at Merrill in 2010. The Summit Group serves a small base of primarily individual clients, offering portfolio management, financial planning, and consulting services. The firm manages approximately $16 million in discretionary assets with an equity-heavy portfolio approach and operates with a two-person advisory team.

Raphael Vega is a financial advisor at Independence Wealth Group with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has been with G. H. Wealth Management, LLC since 2016. In addition to his advisory role, he is involved in selling Medicare Advantage and prescription drug plans. Independence Wealth Group offers portfolio management and comprehensive financial planning primarily for individual clients. The firm uses a strategic, long-term asset allocation approach with fundamental analysis and provides tailored plans based on clients’ goals, risk tolerance, and tax considerations.

Robert Blount is a financial advisor with Pivot Investment Planning, LLC, holding Series 65 and Series 63 licenses and four years of industry experience. He has worked at firms including Valmark Securities, Lion Street Advisors, and Transamerica Financial Advisors. Outside of financial advising, he serves as Vice President of Lake Livingston Telephone Company and is Treasurer and a board member of The Order of the Alamo, a nonprofit organization. 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 uses a combination of analytical approaches and manages discretionary accounts with both long-term and active trading strategies.