Rozanne Mcmanus is a financial advisor with Sensus Wealth Management Group LLC in San Antonio, TX, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. She has been with Sensus Wealth Management Group since 2014. Outside of her advisory role, Mcmanus serves as Secretary/Treasurer of SENSUS Entertainment Group, LLC. Sensus Wealth Management Group provides discretionary portfolio management and advisory services to individual and high-net-worth clients, using a combination of technical and fundamental analysis to construct portfolios that may include equity positions, active trading, and option overlays. The firm manages approximately $30.4 million in assets and maintains client custody with Interactive Brokers and select legacy accounts with American Funds.

Howard Rappaport is a financial advisor with Cornermen Financial, LLC in San Antonio, TX, holding Series 63 and Series 65 registrations and bringing 20 years of industry experience. He has worked at Cornermen Financial since 2022 and previously at Sequent Planning, LLC and ProEquities, Inc. Outside of advising, Rappaport is involved in sports broadcasting as a play-by-play radio announcer and serves as a director and educator for a nonprofit focused on financial education and retirement planning. Cornermen Financial serves individuals, high-net-worth clients, and business entities, managing approximately $144 million across about 400 clients with a three-advisor team. The firm offers portfolio management, financial life planning, and uses model and customized portfolios, applying modern portfolio theory and Monte Carlo simulations to assess risk and outcomes.

Frank Dimicelli is a financial advisor at Compass Financial Group with eight years of industry experience. He holds a Series 65 designation and has worked at Brookstone Wealth Advisors, Regal Investment Advisors, and Compass Financial Group throughout his career. Outside of advising, he is involved as a board member of Crossroads Church and owns several non-investment businesses, including wholesale and retail jewelry companies. Compass Financial Group provides discretionary and non-discretionary portfolio management and financial planning primarily for individual clients and insurance companies. The firm focuses on model portfolios and third-party money managers, offering a combination of asset management and educational services through seminars and workshops.

Robert Geary is a financial advisor with Rmdr Advisors, Inc. in San Antonio, TX, holding a Series 63 designation and bringing 46 years of industry experience. He has worked at Rmdr Advisors, formerly Geary Investment Advisory Service, since 1985 and more recently at Regal Investment Advisors. He is also a licensed insurance agent. 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 allocations and occasional use of alternative investments, serving a niche that includes higher-education retirement plan participants.

Deion Hardy is a financial advisor at San Antonio Wealth, LLC with two years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones and CJ CPAs. San Antonio Wealth LLC provides financial consulting and investment management services primarily to individual investors and small businesses. The firm uses a core-and-satellite asset allocation approach combining passive and active index products and employs both fundamental and technical analysis, including advanced strategies such as short-selling, leverage, and derivatives.

John Fosdick is a financial advisor at Best Invest in San Antonio, TX, holding Series 63 and Series 65 licenses with 26 years of industry experience. He worked at Kercheville & Company for 19 years before joining Best Invest in 2018. Outside of advising, he is the sole member and director of Fearless Securities, LLC, a real estate investment holding company. Best Invest offers investment management, financial planning, and consulting services to individuals, high-net-worth clients, employer-sponsored plan participants, small businesses, and corporations. The firm utilizes fundamental analysis, Modern Portfolio Theory, and technical analysis to actively manage and rebalance portfolios, often employing strategies such as margin transactions, option writing, and leveraged ETFs.

Logan Dietel is a CFP® with 20 years of industry experience, currently serving as a financial advisor at Cornermen Financial, LLC. His prior experience includes roles at Sequent Planning, LLC and ProEquities, Inc. Outside of advising, he is involved in ranching and hunting operations through Dietel Ranch Management, Inc., and participates in the printing and advertising business with Dietel & Son Printing, Inc. He also owns a 501(c)(3) financial education institute that offers retirement planning classes in the San Antonio area. Cornermen Financial manages approximately $144 million for around 400 clients, providing portfolio management, financial life planning, and client strategy implementation using model and customized portfolios. The firm employs modern portfolio theory and Monte Carlo simulations to assess risk and outcomes, often utilizing SEI’s Asset Management Program and sub-advised models with discretionary authority.

Christopher Wilde is a financial advisor at Glass Wealth Management Co., LLC in San Antonio, TX, holding Series 63 and Series 65 licenses with 10 years of industry experience. He has been with Glass Wealth Management and its predecessor entity since 2013. Outside of his advisory role, Wilde is involved in managing several closely-held family investment vehicles focused on illiquid real estate, private company investments, and oil and gas ventures. Glass Wealth Management Co., LLC provides discretionary and non-discretionary investment management and consulting services to individuals, families, trusts, estates, and small corporate entities. The firm employs a combined top-down and bottom-up investment approach, emphasizing tax efficiency, low turnover, and a defined sell discipline, with a particular focus on family office and Total Asset Management services for high-net-worth families.

Benjamin Clark is a financial advisor with Cornermen Financial, LLC, holding Series 66 and Series 63 licenses and seven years of industry experience. He has worked with firms including Equitable Advisors, AXA Advisors, Toroso Financial Group, and has experience connected to Texas A&M University - Corpus Christi. Cornermen Financial, LLC provides portfolio management and financial life-planning services to individuals, including high-net-worth clients, as well as corporate clients. The firm employs a modern portfolio theory-based investment process using Monte Carlo simulation, offers model and customized portfolios, and manages approximately $172.7 million across several hundred accounts.

Simon Saberon is a financial advisor at Saber and Shield Wealth Management, L.L.C., holding a Series 65 designation with six years at the firm. He has been a U.S. Army ROTC Cadet and Scholarship Recipient since 2022. Saber and Shield Wealth Management provides discretionary and non-discretionary portfolio management to individuals, families, entities, retirement plans, trusts, estates, and small businesses. The firm employs a globally diversified investment approach grounded in modern portfolio theory, using mutual funds, ETFs, and individual equities alongside fundamental and economic cycle analysis.

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.

Byron Fields is a Series 66-licensed financial advisor with 25 years of industry experience. He is a managing partner at Titleist Asset Management, LLC and has held roles at Shorebird Capital, LP and Titleist Capital, LLC since 2003. Outside of his advisory work, he holds a limited partner interest in Palmetto Holdings, a non-investment related holding company. Titleist Asset Management, LLC is an SEC-registered investment adviser serving individuals, trusts, estates, and retirement plan sponsors. The firm manages approximately $2.43 billion for about 1,600 clients, providing discretionary portfolio management across defined allocation strategies, financial planning, and retirement plan advisory services.

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.

Santiago Vidales Hildebrandt is a Financial Advisor with Merrill Lynch Wealth Management based in Houston, Texas. He works with high-net-worth individuals, families, family offices, and institutional clients in the US and internationally, focusing on creating personalized wealth management strategies that align with clients’ goals and priorities. Santiago collaborates closely with clients to provide a holistic, goals-based approach by leveraging Merrill’s investment resources and the banking services and lending solutions of Bank of America. Santiago’s areas of expertise include corporate executive services, family wealth management, institutional consulting, international wealth management, legacy planning, philanthropic planning, managing new wealth, small business strategies, and tax minimization. With a background in corporate and investment banking, he applies a multidisciplinary approach encompassing investments, credit and lending, trust and estate planning, and business succession planning to help clients advance their financial objectives. He holds a Personal Investment Advisor (PIA) designation and earned a bachelor's degree from The University of Georgia, along with a non-accredited certificate from Oxford University. Santiago is involved in the community through organizations such as the Houston Food Bank and Houston Habitat for Humanity. Outside of work, he enjoys activities including camping, cooking, hiking, interior decorating, pickleball, soccer, spending time with his family, tennis, traveling, and woodworking.

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 three years of industry experience. He is currently with Janus Financial Planning, LLC, where he has worked since 2022. His prior roles include positions at Financial Life Advisors, LLC, Rudd & Wisdom, Southwest Research Institute, Turner Construction, and Bechtel Corporation. Janus Financial Planning, LLC serves individual and high-net-worth clients as a fee-only registered investment adviser, providing investment management, financial planning, tax return preparation, and bookkeeping services. The firm focuses on individualized investment policies, primarily using passive, index-based funds, and offers educational seminars and public speaking on personal finance topics.