Stephen Wilde is a financial advisor at Glass Wealth Management Co., LLC in San Antonio, TX, with 26 years of industry experience. He holds a Series 63 designation and has been with Glass Wealth Management and its predecessor since 2014. Outside of his advisory role, Wilde is involved in managing several family investment entities focused on illiquid real estate, private company investments, and oil. 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 offers a family-focused Total Asset Management service and builds custom portfolios using a combined top-down and bottom-up investment approach.

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.

Rodrigo De Los Santos is a financial advisor at Praestantia Capital, LLC with six years of industry experience. He holds Series 65 and Series 66 licenses and previously worked at UBS Financial Services Inc and RXS Capital. His background also includes employment at the University of Texas at Austin. Praestantia Capital provides discretionary portfolio management and advisory services primarily to high net worth individuals, families, family offices, trusts, pension, and corporate clients. The firm uses a blend of fundamental, technical, quantitative, and qualitative analysis across various asset-allocation strategies and maintains custodial relationships with Charles Schwab and Interactive Brokers to support global trading.

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.

Jacob Mc Donald is a CFP® with six years of industry experience, currently serving at Secure Financial Management in San Antonio, TX. He has worked at Secure Financial Management since 2020 and previously at Wholesalers Insurance Group, LLC. Mc Donald also has experience with Texas A&M University and was involved with St. Andrews United Methodist Church for two years. Secure Financial Management provides discretionary portfolio and retirement planning for individual and select business clients, managing approximately $400 million across several hundred relationships. The firm employs a primarily value-oriented, long-term equity strategy combined with tactical asset allocation and offers regular account monitoring and formal client reviews.

Ross Johns is a financial advisor with American Market Advisors, Inc. in Shavano Park, TX, holding seven years of industry experience. He is also Vice-President and a stockholder at Anderson, Johns & Yao CPAs, P.C., a public accounting firm where he performs audit, taxation, and consulting services. American Market Advisors provides discretionary and non-discretionary portfolio management primarily for high net worth individuals and select institutional clients, utilizing fundamental, technical, and quantitative analysis to construct risk-adjusted equity and fixed income portfolios with integrated risk management. The firm combines its accounting expertise with investment strategies such as diversification, options, long/short techniques, and short selling.

Faisal Khan is a financial advisor at Southwestern Money Management LLC in San Antonio, TX, holding Series 63 and Series 65 licenses with 11 years of industry experience. He has been employed by Biglari Capital Corp. since 2011, which is the parent company of Southwestern Money Management. Southwestern Money Management is an SEC-registered investment adviser providing discretionary portfolio management primarily for individual clients, focusing on equity and fixed-income portfolios. The firm uses both qualitative and quantitative analysis to tailor portfolios to client needs and maintains a small team model with personalized service.

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.

Lori Barker is a financial advisor at Best Invest with six years of industry experience. She holds the Series 63 and Series 65 designations. Before joining Best Invest, she worked at Alamo Irrigation for eleven years. Best Invest provides investment management, financial planning, and consulting services to individuals, high-net-worth clients, employer-sponsored plan participants, small businesses, and corporations. The firm employs a combination of fundamental analysis, Modern Portfolio Theory, and technical analysis to actively manage and rebalance portfolios, often utilizing margin transactions, option writing, leveraged ETFs, and ETNs.