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.

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.

Daniel Seltzer is a CFP® and holds a Series 66 license with 15 years of industry experience. He has worked at Arrow Wealth Advisors since 2017 and previously was affiliated with US Financial Advisors, LLC and LPL Financial. Located in San Antonio, TX, he is a principal at a firm with two advisors. 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 focused on diversification, systematic implementation, and tax-aware decisions.

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.

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.

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.

Allison Gagni is a financial advisor with Gagni Wealth Management LLC, holding Series 63 and Series 65 designations and nine years of industry experience. She has worked with Gagni Wealth Management since 2016 and Maridea Wealth Management LLC since 2024. Allison is also a licensed insurance agent, dedicating a portion of her time to insurance sales and implementation. Gagni Wealth Management serves individual clients, corporations, trusts, and small businesses, managing discretionary and non-discretionary portfolios across approximately 139 accounts. The firm combines fundamental and technical analysis to build and monitor model allocations, including Balanced, Moderate, and Value strategies, and employs derivatives and option strategies in certain accounts.

Anton Bayer is a CFP® with 23 years of industry experience, currently serving as the sole advisor at UP Capital Management, Inc. He has worked at UP Capital Management since 2012 and has prior experience with Harris Bay, LLC and Financial Time Traveler, Inc. Bayer is also an author of the books "Exposing the Myths of Financial Success" and "Physicians Guide to Wealth." UP Capital Management, Inc. provides investment advisory and financial planning services to individuals, trusts, retirement plans, and other entities. The firm employs model portfolios and a combination of tactical and strategic asset-allocation methods, offering both discretionary and non-discretionary account management along with client education through newsletters, seminars, and workshops.

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.

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.

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.

Mark Snelling is a financial advisor at Sweetwater Financial Advisors, LLC in Boerne, TX, holding a Series 63 designation with 24 years of industry experience. He has been with Sweetwater Financial Advisors since 2001. Sweetwater Financial Advisors manages approximately $95.6 million for about 208 clients, including individuals, high-net-worth clients, employer-sponsored retirement plans, and government entities. The firm uses model portfolios primarily consisting of mutual funds, ETFs, and individual equities, employing both fundamental and technical analysis with discretionary management. Additionally, Sweetwater offers pension and 401(k) consulting services and performance-based fee programs for qualified clients.

Robin Badillo is a financial advisor at Broadway Wealth Solutions in San Antonio, TX, with 11 years of industry experience. His work history includes roles at Broadway Bank, Frost Bank, and Bbva Securities Inc. Outside of finance, he owns 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 to individuals, retirement investors, trusts, estates, charitable organizations, and businesses. The firm employs a strategic asset allocation approach with tactical adjustments and offers customized portfolios, including specialized strategies such as direct indexing.

Tyler Dunkelberger is a financial advisor with Reliance Wealth Management in San Antonio, TX, holding a Series 65 credential and three years of industry experience. He previously worked at Coppell Advisory Solutions LLC and is also Vice President and Insurance Agent at Reliance Financial Partners, where he is involved in the sale of insurance products. Reliance Wealth Management serves individuals, high-net-worth clients, foundations, trusts, estates, corporations, and charitable organizations, offering discretionary investment management alongside integrated and stand-alone financial planning. The firm employs a top-down, macro-environmental investment approach with tactical asset allocation and uses a variety of investment vehicles including mutual funds, ETFs, individual equities, bonds, structured notes, and alternative investments.