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.

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.

Robert Dorrestijn is a financial advisor at First Fidelity Wealth Management LLC in New Braunfels, TX. He holds a Series 65 designation and has one year of industry experience. His work history includes roles at AE Wealth Management, First Fidelity Wealth Management LLC, and affiliated companies focused on bookkeeping and legacy planning. Outside of investment advising, he is also active in insurance sales through Agents Advisory Group LLC, a business he has been involved with since 2000. First Fidelity Wealth Management LLC provides discretionary portfolio management services primarily to individuals and high-net-worth clients. The firm uses a combination of fundamental, technical, cyclical, and economic analysis along with modern portfolio theory and strategic asset allocation, managing client accounts through model-based portfolios on a discretionary basis.

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 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.

Tanner Friesenhahn is a financial advisor with Heritage Haus Wealth Partners LLC in New Braunfels, TX, holding Series 65 and Series 66 credentials and three years of industry experience. His prior work includes roles at Teamwork Financial Advisors, LPL Financial, Pontem Financial, and the Texas Comptroller of Public Accounts. Heritage Haus Wealth Partners LLC serves individuals, high-net-worth clients, and retirement plans with tiered wealth management services, offering a goal-based discretionary investment approach that includes asset management, financial planning, held-away account management, and estate-planning facilitation through a third-party platform.

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.

Darin Doty is a CFP® professional with over 1 year of experience at Victory Wealth Services, LLC and a prior 18 years at Primerica Financial Services. He has been involved with Herlee Management Co. since 1995. Victory Wealth Services is a fee-based financial planning and investment management firm serving individual and high-net-worth clients. The firm provides tailored asset management and wealth planning services, utilizing both discretionary and non-discretionary portfolio strategies, and offers public educational seminars free of charge.

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.