George Hinojosa is a financial advisor at Independence Wealth Group with 13 years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones from 2012 to 2013. He is a minority owner providing financial oversight at Falcon Insurance Services, a property and casualty insurance agency in San Antonio. Independence Wealth Group offers portfolio management and comprehensive financial planning primarily for individual clients, using fundamental analysis within a strategic, long-term asset allocation framework. The firm integrates insurance activities into its advisory platform and provides educational seminars and workshops at no cost to clients.

Philip White Jr. is a CFP®, CFA®, and ChFC® with 21 years of experience in financial advising. He is currently with Inflection Financial and has previously worked at myFinancialAnswers, LLC, Retirement Plan Fiduciaries, LLC, Dc Advisors, LLC, and USAA Financial Planning Services. Outside of advising, he is a minority owner of a quick-serve restaurant franchise and serves on the board of a multi-family real estate investment trust, where he chairs the compensation committee. Inflection Financial provides investment advisory services to employer-sponsored 401(k) plans and individual clients, focusing on evidence-based, long-term investment strategies and comprehensive financial planning. The firm manages approximately $491 million in client assets and offers plan-level discretionary investment management alongside personalized wealth management.

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 two years of industry experience. He holds a Series 65 designation and has been with Glass Wealth Management since 2024. Prior to this, he was not employed in the financial services industry for ten years. Glass Wealth Management Co., LLC provides discretionary and non-discretionary investment management services to high-net-worth individuals, families, trusts, donor-advised funds, and closely held entities. The firm manages approximately $312 million across 350 client relationships, offering customized portfolios that emphasize long-term, tax-aware investing across multiple core strategies.

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.

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.

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.

William McGowan is a financial advisor at White McGowan with nine years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at MML Investors Services and Mass Mutual Life Insurance Company from 2016 to 2018. Outside of his financial advisory role, he is a physician at McGowan Family Clinic and a partner and CFO of South Pass Construction, a residential construction company. White McGowan provides investment advisory and financial planning services to individual and high-net-worth clients, offering discretionary portfolio management, ongoing financial planning, and consulting across a range of investment products. The firm employs tailored asset allocation strategies and utilizes third-party managers for portfolio implementation.

Russell Samples is a financial advisor at Private Wealth Asset Management with 11 years of industry experience. He holds Series 63, Series 66, and Series 65 licenses. His prior experience includes roles at Wells Fargo Bank, Edward Jones, and Cetera Investment Services. Samples is also a licensed insurance agent, providing sales of accident, health, life, and HMO insurance. Private Wealth Asset Management serves individuals, family offices, trusts, estates, nonprofit organizations, and retirement plans. The firm uses a combination of quantitative, fundamental, technical, and economic analysis to guide its strategic asset allocation, often managing accounts on a discretionary basis and offering access to private placements and alternative investments.

Robin Badillo is a financial advisor with Broadway Wealth Solutions in San Antonio, TX, holding Series 65 and Series 63 licenses and bringing 11 years of industry experience. His career includes roles at Broadway Bank, Frost Bank, Bbva Securities Inc., Bbva Compass Insurance Agency, Inc., and COMPASS Bank. Outside of finance, he operates 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 for individuals, retirement investors, trusts, estates, charitable organizations, and businesses. The firm’s investment approach focuses on strategic asset allocation with tactical adjustments, utilizing models managed by its affiliated Investment Management Group and offering specialized strategies such as direct indexing.

Carlos Valadez Jr. is a financial advisor at DMK Advisor Group, Inc. with 18 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at several firms, including USAA Financial Advisors, Victory Capital, and Money Concepts Capital Corp. Outside of his advisory role, he owns Valadez Enterprises, LLC and Valadez Financial Planning & Wealth Management, LLC. DMK Advisor Group is a team-based firm serving individuals, small businesses, trusts, corporations, and retirement plans with approximately $130.8 million in assets under management. The firm offers both discretionary and non-discretionary portfolio management using mutual funds and ETFs, combining technical and fundamental analysis within a unique structure that integrates broker-dealer registration, wrap accounts, and insurance brokerage services.

Joyce Briskin is a financial advisor with Dominion Portfolio Management, Inc. in San Antonio, TX, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. She has been with Dominion Portfolio Management since 2006 and previously worked at Dominion Investor Services, Inc. from 1995 to 2023. Outside of her advisory role, she serves as treasurer for the Bexar Audubon Society, a local nonprofit organization. Dominion Portfolio Management serves individual, high-net-worth, and business clients, offering fee-based portfolio management with strategies tailored to client goals, risk tolerance, and time horizons. The firm employs a mix of fundamental, technical, charting, and economic analysis across various asset classes and is affiliated with Calton & Associates, Inc. and PeakShares LLC.

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.

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.

Brianna Black is a CFP® with seven years of industry experience, currently serving as a financial advisor at Boldin Advisors. Her prior roles include positions at WealthPoint Advisors, Financial Life Advisors, Saltbox Financial, and Alamo Financial Advisors. Boldin Advisors provides financial planning and consulting services to individuals, high net worth clients, trusts, estates, and small businesses. The firm uses Modern Portfolio Theory to develop diversified portfolios with low-cost index funds and ETFs, emphasizing a long-term, buy-and-hold investment approach without discretionary account management.

George Dullnig is a financial advisor at M. E. Allison & Co., Inc. with 61 years of industry experience. He has been with M. E. Allison & Co., Inc. since 2012. M. E. Allison & Co., Inc. serves individuals, trusts, estates, bank trust departments, corporations, and retirement plans, providing portfolio management, financial planning, and 401(k) consulting. The firm manages approximately $287 million in client assets through a team of ten advisors and employs a range of investment strategies including in-house models and third-party sub-advisers.

Colton Krueger is a financial advisor with Martin Capital Advisors, LLP in San Antonio, TX, holding a Series 65 designation and 12 years of industry experience. His career includes roles at Deckers Brands and the New York Stock Exchange. Martin Capital Advisors, LLP manages investment portfolios for high-net-worth individuals, trusts, estates, charitable organizations, and business clients using a long-term, asset-allocation-driven approach. The firm offers several portfolio types and employs a range of instruments including equities, fixed income, mutual funds, ETFs, options, and warrants, with options-based hedging available for multiple mandates.

Robert Dullnig is a financial advisor at M. E. Allison & Co., Inc. with 56 years of industry experience. He holds a Series 63 designation and has been with M. E. Allison since 2012. He also serves as a board member of First State Bank of Uvalde. M. E. Allison & Co., Inc. provides portfolio management, financial planning, 401(k) consulting, and third-party adviser referrals to individuals, trusts, corporations, charitable organizations, and retirement plans. The firm integrates broker-dealer and municipal advisory services with SEC-registered investment advisory capabilities, offering a range of managed account solutions tailored to clients’ financial objectives and risk tolerances.

David Tawil is a financial advisor at Private Wealth Asset Management with three years of industry experience. He holds a Series 65 designation and previously worked at Wells Fargo Bank, NA for 21 years. Private Wealth Asset Management serves a diverse client base including individuals, family offices, trusts, and nonprofit organizations, managing approximately $1.85 billion in discretionary assets. The firm employs a strategic asset allocation approach supported by quantitative and fundamental analysis, and offers specialized services such as oil and gas holdings management and business transition planning.