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.

Shelby Saberon is a financial advisor at Saber and Shield Wealth Management, L.L.C. with 11 years of industry experience and a Series 65 designation. Shelby has worked at several firms including Retirement Wealth Advisors, Inc. and Evident Wealth before joining Saber and Shield Wealth Management in 2017. Outside of financial advising, Shelby is also involved with The Passion Travel Company, a venture established in 2001. Saber and Shield Wealth Management provides discretionary and non-discretionary portfolio management to individuals, families, trusts, estates, pension and profit-sharing plans, and small businesses. The firm follows a modern portfolio theory-based approach, using diversified portfolios with mutual funds, ETFs, and individual stocks, and manages approximately $74 million in assets across about 161 clients.

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.

Robert Barber is a financial advisor with Christian Financial Advisors in New Braunfels, TX, holding a Series 63 license and bringing 32 years of industry experience. His prior roles include positions at Cetera Advisor Networks LLC and Girard Securities, Inc. He is also the author of a book titled *7 Pillars of Biblical Stewardship*. Christian Financial Advisors is a team of five advisors managing approximately $187.7 million, serving individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, and broker/dealers. The firm offers discretionary portfolio management, financial planning, and retirement-plan services, employing a long-term, customized investment approach that incorporates a Biblically Responsible Investing overlay.

William Young is a financial advisor with Stronghold Capital Partners LLC in New Braunfels, TX. He holds Series 63 and Series 65 licenses and has 30 years of industry experience. His prior experience includes roles at LPL Financial, GRS100, and Waddell & Reed. Outside his advisory work, he is an insurance agent with GRS100, transacting insurance-related products. Stronghold Capital Partners provides investment advice and financial planning to individuals and businesses and offers ERISA 3(21) retirement-plan services. The firm primarily acts as a solicitor for third-party managers and service providers while delivering direct RIA services in select cases.

Brian Cox is a CFP® professional with 14 years of industry experience. He has been with Astoria Strategic Wealth, Inc. since 2012 and is currently part of the firm's eight-advisor team based in New Braunfels, TX. Astoria Strategic Wealth provides financial planning and investment management primarily for individuals and high-net-worth clients, as well as charitable organizations, pension/profit-sharing plans, and private businesses. The firm employs a diversified, long-term investment approach centered on asset allocation using mutual funds and ETFs, with service tiers that include tax-aware planning and estate-document review.

Shannon Schulz is a Series 65-licensed financial advisor at S Harris Financial Group, LLC with one year of industry experience. Prior to joining S Harris Financial Group, Schulz held roles at Pennington Wealth Management, The Noble Group, and United Ag Cooperative. Schulz’s background also includes work at Texas A&M University and various educational institutions. S Harris Financial Group is an SEC-registered advisory firm serving individual and high-net-worth clients as well as retirement plans. The firm employs a long-term investment approach combining fundamental and technical analysis, and offers specialized services including Certified Divorce Financial Analysis and fee-based insurance consulting through a third-party platform.

Robin Badillo is a financial advisor with Broadway Wealth Solutions in San Antonio, TX, holding Series 65 and Series 63 licenses and bringing 11 years of industry experience. His career includes roles at Broadway Bank, Frost Bank, Bbva Securities Inc., Bbva Compass Insurance Agency, Inc., and COMPASS Bank. Outside of finance, he operates 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 for individuals, retirement investors, trusts, estates, charitable organizations, and businesses. The firm’s investment approach focuses on strategic asset allocation with tactical adjustments, utilizing models managed by its affiliated Investment Management Group and offering specialized strategies such as direct indexing.

Donald Vande Vanter is a financial advisor at Christian Financial Advisors in New Braunfels, TX, with four years of industry experience. He holds a Series 65 designation and previously worked at Capital Farm Credit for 22 years. Christian Financial Advisors provides discretionary portfolio management, financial planning, retirement-plan advisory services, and investment consulting to individuals, trusts, estates, charitable organizations, and corporate clients. The firm manages approximately $218.7 million in assets and employs a team-based approach, integrating faith-based investment screening alongside a primarily long-term, fundamentals-driven investment strategy.

Jeffrey Dabbs is a CFA® charterholder with 17 years of industry experience. He has been with Kercheville Advisors LLC since 2013. Outside of his advisory role, he teaches as a professor at the University of Phoenix. Kercheville Advisors offers discretionary and non-discretionary portfolio management, financial planning, and pension/retirement plan consulting for individuals, trusts, estates, charitable organizations, and business entities. The firm employs an equity stock-picking approach focused on individual equities and integrates both fundamental and technical analysis with ongoing portfolio monitoring and flexible asset allocation.

Roberto Cano is a financial advisor at Alterna Wealth Management, Inc. with four years of industry experience. He holds a Series 66 designation and previously worked at Ernst & Young before joining Alterna Securities in 2022. Alterna Wealth Management provides investment advisory and portfolio management services to individuals, high-net-worth clients, trusts, estates, institutions, and charitable organizations. The firm employs a disciplined, global approach to asset allocation and diversification, using dynamic models and a combination of quantitative analysis, technical methods, and an in-house trading desk.

Simon Thompson is a CFA® charterholder with 18 years of experience in the financial industry. He has been with Texas Legacy Wealth Management since 2011 and is also associated with LPL Financial. Thompson holds Series 63 and Series 65 licenses. TLWM Financial provides asset management, financial planning, and consulting services to individuals, trusts, estates, and business entities. The firm offers discretionary portfolio management and utilizes a range of investment strategies, including individual securities and proprietary models, with a focus on continuous portfolio supervision and regular reviews.

Michael Whyte is a Series 65-licensed financial advisor with Targeted Wealth Solutions in Schertz, TX, where he has worked since 2021. He has four years of industry experience and also works as a commercial pilot for Delta Airlines, a role he has held since 2015. Targeted Wealth Solutions serves individual and high-net-worth clients, as well as retirement plans, foundations, and charitable organizations. The firm employs a Modern Portfolio Theory framework enhanced by economic analysis and quantitative models, offering diversified portfolios primarily through ETFs and active option strategies for downside risk management.

Anders Storvik is a financial advisor at Wela Financial Advisory with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Brent Forrest & Associates LLC since 2016. Outside of advising, he is a partner in a real estate operating company that manages the building housing his firm. Wela Financial Advisory is a fee-only registered investment adviser serving individual investors and businesses with discretionary portfolio management, financial planning, and investment consulting. The firm employs a multi-fund-manager approach combining fundamental and technical analysis, emphasizing tax efficiency and ongoing client engagement through a financial planning membership program.

Nicole Lopez is a financial advisor at Broadway Wealth Solutions in San Antonio, TX, holding a Series 65 designation with four years of industry experience. Her prior roles include positions at Imperium Wealth Management and Chase, as well as work in the education and promotions sectors. Broadway Wealth Solutions serves individual and retirement investors, including high-net-worth clients, offering fee-based discretionary portfolio management, integrated financial planning, and retirement rollover guidance. The firm employs a strategic asset allocation approach with tactical adjustments and operates as a bank-owned subsidiary with connections to a trust company and Broadway National Bank.

Daniel Reller is an advisor at PAX Financial Group in San Antonio, TX, holding Series 65 and Series 63 licenses with four years of industry experience. He previously worked at Northwestern Mutual Investment Services LLC, Suarez Financial Planning Group, and C and J Wealth Advisors. PAX Financial Group serves individuals, high-net-worth clients, small businesses, corporations, and their retirement plans. The firm uses a team-based investment approach grounded in traditional academic frameworks, incorporating values-based ETF selections and strategies such as covered-call writing and limited derivative use.

Victor Joffe is a financial advisor with Monex Asset Management, Inc. in San Antonio, TX, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has been with Monex Asset Management since 2015 and also worked at Monex Securities, Inc. during overlapping periods. Monex Asset Management provides discretionary and non-discretionary investment advisory and consulting services to individuals, high-net-worth clients, corporations, trusts, estates, and charitable organizations. The firm uses a combination of fundamental, technical, and charting analysis to implement a range of investment strategies across various asset classes and supports both domestic and international clients.