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.

Steve Warren is a ChFC® credentialed advisor with 38 years of industry experience, currently with Financial Planning HQ, LLC in San Antonio, TX. He has held prior roles at Lincoln Financial Securities, Inc., Mass Mutual, and Metlife Securities Inc. Outside of advisory work, Warren owns an insurance business offering disability, traditional, and long-term care insurance as well as fixed annuities and premium financing. Financial Planning HQ provides comprehensive financial planning services primarily to clients with multi-million dollar investable assets, focusing on consultative financial planning and the selection of third-party money managers for portfolio management. The firm does not manage portfolios directly and emphasizes an ongoing planning process with regular reviews and updates.

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 with Heritage Haus Wealth Partners LLC in New Braunfels, TX. He holds Series 65 and Series 66 licenses and has eight years of industry experience. His prior roles include positions at Teamwork Financial Advisors and First Command Financial Services. Heritage Haus Wealth Partners LLC provides wealth management services to individuals, high-net-worth clients, and retirement plans. The firm employs a goal-based, discretionary investment approach with tailored asset allocation and offers services such as asset management, individualized financial planning, ERISA plan advisory, and estate-planning facilitation through a third-party platform.

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 with 18 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Financial Life Advisors and Commonwealth Financial Network. Inflection Financial serves both company 401(k) plans and individual clients, offering investment and non-investment consulting for retirement plans as well as comprehensive financial planning and wealth management. The firm combines ERISA fiduciary plan management with active trading and options strategies, managing approximately $342 million in assets across about 50 clients.

David Hornberger is a financial advisor with Glass Wealth Management Co., LLC in San Antonio, TX, holding Series 63 and Series 65 licenses and 12 years of industry experience. He previously worked at JPMorgan Chase Bank NA and J.P. Morgan Securities LLC. Outside of his advisory role, he is involved as a minority owner and managing member of family-owned investment partnerships and serves as trustee for family trusts. 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 over $5 million in firm-managed assets.

Mitchell Law is a CFP® and holds a Series 65 license, with one year of industry experience. He has been with Arrow Wealth Advisors since 2023 and previously worked at Brigham Young University and served with the Church of Jesus Christ of Latter-Day Saints. 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 with broadly diversified portfolios and tax-aware decisions, managing accounts directly or through delegated independent managers and the Betterment platform.

Timothy Brown is a financial advisor with The Viable Group, Inc. in San Antonio, TX, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with The Viable Group, Inc. since 2007 and also works with Lonestar Registered Investment Advisors. Outside of his advisory role, he is an insurance agent specializing in fixed annuities, life insurance, and long-term care. The Viable Group, Inc. offers personalized financial planning and discretionary investment management services to individuals, trusts, estates, and charitable organizations, serving both non-high-net-worth and high-net-worth clients. The firm manages portfolios under discretionary authority using client-specific objectives and a combination of fundamental, technical, and cyclical investment analysis methods.

Ellen Smith is a financial advisor at Janus Financial Planning, LLC in San Antonio, TX, holding a Series 65 designation. She has eight years of experience at Southwest Research Institute and previously worked at Bechtel Corporation. Janus Financial Planning, LLC serves individual and high-net-worth clients as a fee-only registered investment adviser, offering investment management, financial planning, tax return preparation, and bookkeeping services. The firm emphasizes passive, index-based funds within individualized investment policies and integrates tax and retirement considerations into its portfolio management.

Randall Reinagel is a financial advisor with Money Managers Inc in San Antonio, TX, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has worked at LPL Financial and NEXT Financial Group before and during his tenure at Money Managers Inc. Randall also operates a non-variable insurance agency as a side business. Money Managers Inc provides investment advisory services to individuals, small businesses, and investment company clients, offering discretionary portfolio management, financial planning, and pension consulting. The firm manages accounts using model portfolios and a combination of fundamental and technical analysis, and it acts as a wrap fee program sponsor, a role that is uncommon among peer team firms.

Alejandro Cabezut is a financial advisor at The Summit Group with nine years of industry experience. He holds the Series 65 and Series 66 credentials and has been with The Summit Group since 2016. The firm is a two-person advisory team based in San Antonio, TX. The Summit Group serves primarily individual clients, offering portfolio management, financial planning, and consulting services. The firm manages approximately $16 million in discretionary assets, focusing on equity-heavy portfolios with ongoing discretionary supervision.

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 at Pivot Investment Planning, LLC with three years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Valmark Securities, Lion Street Advisors, and Transamerica Financial Advisors. Outside of his advisory role, Blount 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 ongoing portfolio management and written Investment Policy Statements. The firm advises on a broad range of investments and employs multiple analytical approaches, managing discretionary accounts with monthly monitoring and reporting.