David Hornberger is a financial advisor at Glass Wealth Management Co., LLC with 13 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at JPMorgan Chase Bank NA and J.P. Morgan Securities. Outside of his advisory role, he is involved as a managing member in family-owned investment partnerships and serves as a trustee for family trusts. Glass Wealth Management Co., LLC provides discretionary and non-discretionary investment management to high-net-worth individuals, families, trusts, donor-advised funds, and closely held entities. The firm offers fully customized portfolios across core strategies, emphasizing long-term, tax-aware investing and a documented sell discipline.

Mitchell Law is a CFP® and holds a Series 65 license, currently serving with Arrow Wealth Advisors in San Antonio, TX. He has two years of industry experience, including his tenure at Arrow Wealth Advisors beginning in 2023. Prior to his financial advisory career, he spent five years at Brigham Young University and was employed by the Church of Jesus Christ of Latter-Day Saints for two years. Arrow Wealth Advisors serves individual and high-net-worth clients, charities, and business entities with discretionary portfolio management, financial planning, and ERISA retirement-plan advisory services. The firm uses an evidence-informed, market-centric investment approach focused on broadly diversified portfolios and tax-aware decisions tailored to individual financial plans.

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.

Ellen Smith is a financial advisor at Janus Financial Planning, LLC in San Antonio, TX, holding a Series 65 designation. She has eight years of experience at Southwest Research Institute and previously worked at Bechtel Corporation. Janus Financial Planning, LLC serves individual and high-net-worth clients as a fee-only registered investment adviser, offering investment management, financial planning, tax return preparation, and bookkeeping services. The firm emphasizes passive, index-based funds within individualized investment policies and integrates tax and retirement considerations into its portfolio management.

Randall Reinagel is a financial advisor with Money Managers Inc in San Antonio, TX, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has worked at LPL Financial and NEXT Financial Group before and during his tenure at Money Managers Inc. Randall also operates a non-variable insurance agency as a side business. Money Managers Inc provides investment advisory services to individuals, small businesses, and investment company clients, offering discretionary portfolio management, financial planning, and pension consulting. The firm manages accounts using model portfolios and a combination of fundamental and technical analysis, and it acts as a wrap fee program sponsor, a role that is uncommon among peer team firms.

Alejandro Cabezut is a financial advisor with The Summit Group in San Antonio, TX, holding Series 65 and Series 66 licenses and nine years of industry experience. He has been with The Summit Group since 2016, including time at the firm’s predecessor, and also worked at Merrill in 2010. The Summit Group serves a small base of mostly individual clients, providing portfolio management, financial planning, and consulting services. The firm manages approximately $16 million in discretionary assets with an equity-heavy investment approach and operates with a two-person advisory team.

Raphael Vega is a financial advisor at Independence Wealth Group with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has been with G. H. Wealth Management, LLC since 2016. In addition to his advisory role, he is involved in selling Medicare Advantage and prescription drug plans. Independence Wealth Group offers portfolio management and comprehensive financial planning primarily for individual clients. The firm uses a strategic, long-term asset allocation approach with fundamental analysis and provides tailored plans based on clients’ goals, risk tolerance, and tax considerations.

Robert Blount is a financial advisor at Pivot Investment Planning, LLC with three years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Valmark Securities, Lion Street Advisors, and Transamerica Financial Advisors. Outside of his advisory role, Blount serves as Vice President of Lake Livingston Telephone Company and is Treasurer and a board member of The Order of the Alamo, a nonprofit organization. Pivot Investment Planning is a small registered investment adviser serving individual and high-net-worth clients with ongoing portfolio management and written Investment Policy Statements. The firm advises on a broad range of investments and employs multiple analytical approaches, managing discretionary accounts with monthly monitoring and reporting.

Gerardo Gomez De La Sierra is a financial advisor at Altamira Capital Management LLC with 15 years of industry experience. He holds a Series 66 designation and has been with Altamira since 2015. Altamira Capital Management provides discretionary investment management through the Altamira Prima Fund, LP, serving institutional investors, family offices, and other qualified persons. 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 a proprietary probabilistic model and firm-specific risk metrics.

Rodolfo Torres is a financial advisor at Torres Financial Services, Inc. in San Antonio, TX, with 26 years of industry experience. He holds a Series 63 designation and has worked at CIM Securities, LLC since 2009 and at Torres Financial Services since 1999. Torres Financial Services serves individual and high-net-worth clients by providing integrated wealth management that combines discretionary and non-discretionary portfolio management with financial consulting and planning. The firm’s investment approach incorporates fundamental and technical analysis with a focus on growth-and-income and value-oriented strategies across both long- and short-term holdings.

German Mora is a financial advisor with Gagni Wealth Management LLC in San Antonio, TX, holding a Series 66 designation and 17 years of industry experience. His prior roles include positions at Tapfin/EY, San Blas Securities, Intercam Securities, Mora Wealth Management, Wells Fargo Advisors, and Merrill Lynch. He has ownership in GM Financial & Trust LLC, an investment management firm based in Orlando, FL. Gagni Wealth Management provides investment advisory, portfolio management, and financial consulting to high-net-worth and non-HNW individuals, as well as corporations, trusts, and small businesses. The firm utilizes a combination of fundamental and technical analysis across model allocations and tailored strategies, including options trading, and offers discretionary and non-discretionary management along with insurance products.

Jacob Warren is a financial advisor at Financial Planning HQ, LLC in San Antonio, TX, with 13 years of industry experience. He holds a Series 66 designation and has worked at firms including Lincoln Financial Securities Corporation, MML Investors Services, LLC, MassMutual Life Insurance Company, and MetLife Securities Inc. Warren is also licensed to offer traditional life insurance and fixed annuities. Financial Planning HQ provides comprehensive financial planning and ongoing plan maintenance to individual clients through a three-advisor team. The firm focuses on tailored financial plans, safety and insurance reviews, and broad asset allocation guidance, referring clients to third-party money managers for discretionary portfolio management.

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. He holds Series 63 and Series 65 credentials and has 21 years of industry experience. His prior roles include positions at Sequent Planning, LLC, ProEquities, Inc., and Securian Financial Services, Inc. Outside of his advisory work, Rappaport is involved in sports broadcasting and serves as a director and educator for a nonprofit focused on retirement planning education. Cornermen Financial, LLC offers portfolio management and financial life-planning services to individuals and business clients, utilizing model and customized portfolios through the SEI Asset Management platform. The firm employs a modern portfolio theory-based investment process with Monte Carlo simulations, focusing on a range of asset classes and both long- and short-term trading strategies.

Robert Geary is a financial advisor with Rmdr Advisors, Inc. in San Antonio, TX, holding a Series 63 designation and 47 years of industry experience. He has worked with Rmdr Advisors, formerly Geary Investment Advisory Service, since 1985 and was with Regal Investment Advisors from 2026 to the present. Geary is also a licensed insurance agent. Rmdr Advisors provides investment advisory services to individual clients, including many retirement account holders and high-net-worth individuals. The firm focuses on discretionary portfolio management with diversified investments and a client-specific approach, serving niches such as higher-education retirement plans.

Deion Hardy is a financial advisor at San Antonio Wealth, LLC with two years of industry experience. He holds a Series 66 designation and has worked previously at Edward Jones and CJ CPAs. Outside of finance, his background includes roles in various businesses such as Community Beer Co. and Vizza Wash. San Antonio Wealth LLC provides financial consulting and investment management services to individual investors and small businesses, focusing on portfolio management and asset allocation. The firm employs a core-and-satellite investment approach using both passive and active index products and is notable for its willingness to use advanced trading strategies and sub-adviser allocations.

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® professional with 20 years of experience in the financial services industry, currently with Cornermen Financial, LLC since 2022. His prior roles include positions at Sequent Planning, LLC and ProEquities, Inc., among others. Outside of his advisory work, he is involved in ranching and printing businesses and owns a nonprofit financial education institute that offers retirement planning classes in the San Antonio area. 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 uses a structured investment process based on modern portfolio theory and offers both model and customized portfolios through the SEI Asset Management platform.

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.

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.