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.

Joseph Warren is a financial advisor at Financial Planning HQ, LLC in San Antonio, TX, holding a Series 66 designation with 11 years of industry experience. His prior roles include positions at Lincoln Financial Securities, Mass Mutual Investors Services, MassMutual Life Insurance Company, and MetLife Securities. Outside of advising, he is involved in retail reselling and owns a vending machine service business. Financial Planning HQ provides comprehensive financial planning and ongoing plan maintenance for individual clients, focusing on tailored plans, insurance reviews, and broad asset allocation guidance without discretionary trading authority. The firm serves a small client base through a three-advisor team and refers clients seeking active portfolio management to an unaffiliated third-party money manager.

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.

Denton Nerison is a financial advisor at Torres Financial Services, Inc. with 17 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Eagle Strategies and New York Life Insurance Company. Torres Financial Services serves individual and high-net-worth clients by providing integrated wealth management through discretionary and non-discretionary portfolio management, financial consulting, and planning. The firm employs a blend of fundamental and technical analysis focused on growth-and-income and value-oriented strategies, using a range of investment tools including margin borrowing and options.

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.

Cody Heffron is a Series 66 licensed advisor at Money Managers, Inc. with four years of industry experience. He has worked previously at LPL Financial and NEXT Financial Group Inc., and also spent nine years at HEB Grocery Company. Heffron maintains a role as a non-variable insurance agent alongside his advisory duties. Money Managers, Inc. serves individual and high-net-worth clients, small businesses, and employee benefit plans with portfolio management, wealth management, and financial planning services. The firm primarily offers discretionary portfolio management using model portfolios tailored to different risk tolerances and sponsors a wrap fee program with active management.

Matthew Hartman is a Series 65-licensed financial advisor with 13 years of industry experience. He has been with SA Financial Solutions, LLC since 2012 and also operates MGH Financial, where he is involved in fixed insurance sales. SA Financial Solutions serves individual and high-net-worth clients, managing approximately $18.6 million across about 43 accounts. The firm offers discretionary asset management, financial planning, consulting, and assets-under-advisement reviews, utilizing a combination of fundamental, technical, charting, and cyclical analysis with both strategic and tactical asset allocation.

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.

Gerhardt Hartman is a ChFC® credentialed financial advisor with 26 years of industry experience. He has been with SA Financial Solutions, LLC since 2011 and has operated as a sole proprietor under the same business name since 2009. Hartman also maintains an active insurance agent role, conducting fixed insurance sales alongside his advisory work. SA Financial Solutions serves individual and high-net-worth clients, providing discretionary asset management, financial planning, and referrals to third-party managers. The firm tailors investment programs to client goals using a combination of fundamental, technical, and cyclical analyses, and operates with a small client base and two advisors.

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.

Shannon Schulz is a Series 65-licensed financial advisor at S Harris Financial Group, LLC with one year of industry experience. Prior to joining S Harris Financial Group, Schulz held roles at Pennington Wealth Management, The Noble Group, and United Ag Cooperative. Schulz’s background also includes work at Texas A&M University and various educational institutions. S Harris Financial Group is an SEC-registered advisory firm serving individual and high-net-worth clients as well as retirement plans. The firm employs a long-term investment approach combining fundamental and technical analysis, and offers specialized services including Certified Divorce Financial Analysis and fee-based insurance consulting through a third-party platform.

Russell Samples is a financial advisor at Private Wealth Asset Management with 11 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked previously at Wells Fargo Bank, Edward Jones, and Cetera Investment Services. He is also a licensed insurance agent, engaged in the sale of accident, health, life, and HMO insurance. Private Wealth Asset Management serves individuals, family offices, trusts, estates, nonprofits, and retirement plans, offering investment advisory and wealth management services. The firm employs a multi-faceted investment process and manages over $2.5 billion in assets across seven offices.

Robin Badillo is a financial advisor with Broadway Wealth Solutions in San Antonio, TX, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. His prior work includes positions at Broadway Bank, Frost Bank, and BBVA Securities Inc. Outside of finance, he operates Robin Jade Photography, producing images for sports teams and families on a part-time basis. Broadway Wealth Solutions offers discretionary and non-discretionary investment management and financial planning to individuals, trusts, estates, charitable organizations, and businesses, employing strategic asset allocation with tactical adjustments and customized portfolios.

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.

Michael Whyte is a Series 65-licensed financial advisor with Targeted Wealth Solutions in Schertz, TX, where he has worked since 2021. He has four years of industry experience and also works as a commercial pilot for Delta Airlines, a role he has held since 2015. Targeted Wealth Solutions serves individual and high-net-worth clients, as well as retirement plans, foundations, and charitable organizations. The firm employs a Modern Portfolio Theory framework enhanced by economic analysis and quantitative models, offering diversified portfolios primarily through ETFs and active option strategies for downside risk management.