Robert Edwards is a financial advisor at Edwards Financial & Insurance Services in Helotes, TX, holding a Series 65 designation with six years of industry experience. Prior to his current role, he worked at Verity Asset Management’s Encompass More division and Appreciation Financial. Outside of advising, Edwards is employed as a sales manager at Amdocs, a non-investment-related business. Edwards Financial & Insurance Services serves retail individual clients by offering model-based portfolio management combined with comprehensive financial, estate, and retirement planning, as well as charitable giving advice and cash management. The firm primarily uses low-cost ETFs and mutual funds in its model portfolios and employs fundamental analysis, managing approximately $3.5 million across about 150 client accounts without imposing an account minimum.

Christopher Hufana is a financial advisor at Money Positive with three years of industry experience. He holds the Series 66 designation and has worked at firms including Citigroup Global Markets and J.P. Morgan Securities. Prior to his financial career, he served eight years in the U.S. Army. He is also involved with Barkada Fund, where he has participated for over a decade. Money Positive is a member-owned cooperative that provides financial planning and discretionary investment management to households and small businesses. The firm integrates tax, bookkeeping, and fractional CFO services alongside passive investment strategies emphasizing index funds and ETFs, with an option for ESG/SRI allocations through Betterment SRI funds.

Jaylon Dukes is a financial advisor with Compass Financial Group in San Antonio, TX. He holds a Series 65 designation and has been with the firm since 2024. Prior to joining Compass Financial Group, he worked in education at Brooks Collegiate Academy and Academica Southwest. Compass Financial Group provides investment advisory and financial planning services primarily to individual clients and insurance companies, using third-party model portfolios and favoring long-term strategies. The firm combines portfolio management with licensed insurance agency services and manages approximately $91.6 million in assets.

Charles Robinson III is a CFA® charterholder with 29 years of industry experience. He has been with Robinson Value Management, Ltd. since 1997 and previously worked at Bensboro Advisors, LLC and The Bensboro Company, LLC from 2014 to 2025. Robinson Value Management provides discretionary investment management and model-based sub-advisory services to a diverse client base including individuals, institutions, and small businesses. The firm’s investment approach integrates a contrarian, valuation-driven U.S. equity sleeve, global equity exposure, and an active macro-oriented Market Opportunity sleeve, employing both fundamental and quantitative analysis.

Paul Anderson is a financial advisor at American Market Advisors, Inc. with 35 years of industry experience. He holds the PFS™ designation and has worked at Anderson, Johns, Yao & Davis CPAs P.C. since 2000, where he serves as president of the public accounting firm. American Market Advisors provides discretionary and non-discretionary portfolio management primarily for high net worth individuals and select institutional clients. The firm utilizes a combination of fundamental, technical, and quantitative analysis to construct risk-adjusted equity and fixed income portfolios, integrating risk management and employing strategies such as options, long/short techniques, and short selling.

Michelle Snyder is a CFP® professional with 19 years of experience in the financial services industry. She is currently with AssetFusion and previously worked at Cambridge Investment Research Advisors and Lincoln Financial Securities Corporation. Outside of her advisory role, she is an independent insurance agent for various companies through her ownership of IHL LLC. AssetFusion is a fee-only registered investment adviser offering personalized portfolio management and advisory services to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a disciplined asset allocation approach driven by fundamental and technical analysis, providing multiple strategies tailored to different volatility levels and emphasizing long-term holdings.

Joseph Feste is a financial advisor at KM Capital Management, Ltd. in San Antonio, TX, holding a Series 63 designation with 24 years of industry experience. He has been with KM Capital Management since 2004. KM Capital Management primarily serves high-net-worth individual clients through discretionary and non-discretionary portfolio management, also providing administrative services such as bill-pay and bookkeeping. The firm focuses on wealth preservation and risk management using diversified, cost-efficient investments and offers sub-advisory services to a private fund while managing private market investments for eligible clients.

Amanda Dunn is a financial advisor with Money Positive in Shavano Park, TX. She holds a Series 65 designation and has been with Money Positive since 2025. Outside of her advisory role, she is the owner of Keys to Inclusion, LLC, where she works as an educational tutor. Money Positive is a member-owned cooperative that provides financial planning and discretionary investment management to households and small businesses. The firm also offers non-investment services such as bookkeeping, tax preparation, fractional CFO support, and educational workshops, employing a passive investment approach primarily using index mutual funds and ETFs with ESG/SRI options through Betterment funds.

January Smith IV is a CFP® and holds a Series 65 license with four years of industry experience. He is currently with Janus Financial Planning, LLC and previously worked at Financial Life Advisors, LLC, Rudd & Wisdom, Southwest Research Institute, Turner Construction, and Bechtel Corporation. Janus Financial Planning, LLC is a fee-only registered investment adviser serving individual and high-net-worth clients. The firm offers investment management, financial planning, tax return preparation, bookkeeping, and educational seminars, emphasizing passive, index-based investment strategies and integrating tax and retirement considerations into portfolio management.

Daniel Rodriguez is a financial advisor at Sensus Wealth Management Group LLC with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Southern Cross Financial Group LLC and Sensus Wealth Management Group LLC since 2013. Outside of advisory services, he is involved in managing several limited liability companies engaged in capital formation, residential real estate development, and musical entertainment. Sensus Wealth Management Group LLC provides discretionary portfolio management and advisory services to individual and high-net-worth clients through separately managed accounts and sub-advisory relationships. The firm uses a combination of technical and fundamental analysis to construct portfolios that may include long- and short-term equity positions, active trading, and option strategies, managing approximately $30.4 million in regulatory assets.

Dionelle Rucker is a financial advisor at San Antonio Wealth, LLC with nine years of industry experience. He holds a Series 66 designation and has worked at Torres Financial Services, Inc. and Rucker Financial Group, LLC, a business services company he owns and operates in San Antonio, TX. San Antonio Wealth, LLC provides financial consulting and investment management to individual investors and small businesses, focusing on portfolio management and asset allocation primarily through mutual funds and exchange-traded funds. The firm employs a core-and-satellite approach using both passive and active index products and engages in discretionary management under written investment policies.

Rebeca Cotton is a CFP® and ChFC® with three years of industry experience. She currently works at Taconic Advisors and has prior experience at Zeiders, Ballast Point Financial Planning, H & R Block, and Keithly Barber Associates. She also assists seasonally as a Remote Tax Service Associate Intern during tax preparation periods. Taconic Advisors provides personalized financial planning and investment advisory services to individuals and families, including portfolio management, tax and estate planning, risk management, and retirement planning. The firm emphasizes passive, diversified strategies tailored to clients’ goals and risk tolerances, typically operating on a discretionary, fee-only basis with a fixed retainer fee structure.

Jamin Kirkwood is a financial advisor with Secure Financial Management in San Antonio, TX, holding CFP® and Series 66 credentials and bringing 20 years of industry experience. He has worked at Kirkwood Financial Services, LLC since 2011 and has been with Wholesalers Insurance Group, LLC since 2022. In addition to financial advising, Mr. Kirkwood is also an insurance agent appointed with various companies, dedicating approximately 15% of his time to insurance-related activities. Secure Financial Management provides discretionary portfolio management, retirement planning, and comprehensive financial consulting to individual and select business clients. The firm manages around $400 million and combines multiple analytical methods with a value-oriented, long-term equity focus and active portfolio monitoring to serve both high-net-worth and non-high-net-worth households.

George Hinojosa is a financial advisor with Independence Wealth Group in San Antonio, TX, holding a Series 66 designation and 12 years of industry experience. He has operated G. H. Wealth Management, LLC since 2014. Hinojosa is also a minority owner of Falcon Insurance Services, a property and casualty insurance agency, where he provides financial oversight. Independence Wealth Group serves primarily individual clients with portfolio management and comprehensive financial planning, using a strategic, long-term asset allocation approach. The firm integrates insurance business activities into its advisory platform and offers educational seminars and workshops at no cost.

Philip White Jr. is a CFP®, CFA®, and ChFC® with 21 years of experience in financial advising. He is the sole advisor at Inflection Financial and has worked previously with myFinancialAnswers, LLC and Retirement Plan Fiduciaries, LLC. Outside of advising, he holds a minority ownership in 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 serves both company 401(k) plans and individual clients, providing retirement plan consulting and comprehensive financial planning. The firm combines fiduciary plan management with active trading and options strategies, managing approximately $342 million in assets across about 50 clients.

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 one year of industry experience. He holds a Series 65 designation and has been with the firm since 2024. Prior to joining the firm, he was not employed in the financial industry for ten years. 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 significant assets.

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.

Steven Zabriskie is a financial advisor with Rmdr Advisors, Inc. in San Antonio, TX, holding Series 63 and Series 65 licenses and 16 years of industry experience. He has been with Rmdr Advisors since 2012. Rmdr Advisors provides investment advisory services primarily to individual clients, including many retirement account holders and high-net-worth individuals. The firm focuses on discretionary portfolio management with diversified portfolios and occasional use of alternative investments, and has a specialization in managing higher-education retirement plan assets.