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.

Jared Elson is a financial advisor at Authentikos Wealth Advisory LLC with 16 years of industry experience. He holds a Series 65 designation and has worked at firms including Regent Wealth Advisory, Global Financial Private Capital, and Authentikos Financial & Insurance Services, where he is also an owner and licensed agent handling life insurance, annuities, and long-term care insurance. Authentikos Wealth Advisory LLC provides investment advisory and financial planning services primarily to individuals and retirement plans, utilizing a range of investment strategies and third-party managers tailored to clients’ goals and risk tolerances. The firm also operates an affiliated insurance agency and offers access to model portfolios on a wrap-fee platform.

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.

Benjamin Clark is a financial advisor with Cornermen Financial, LLC, holding Series 63 and Series 66 designations and seven years of industry experience. He has worked at Cornermen Financial since 2023 and has prior experience with Equitable Advisors, AXA Advisors, and Toroso Financial Group. Clark also has a background 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 and business entities. The firm utilizes both model asset allocation portfolios and customized strategies, employs modern portfolio theory and Monte Carlo simulations in its investment process, and manages accounts through the SEI Asset Management platform.

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 a Series 66 designation and has worked at Citigroup Global Markets, JPMorgan Chase Bank, and J.P. Morgan Securities. Prior to his financial services career, he served eight years in the U.S. Army and has been involved with the Barkada Fund for over a decade. Money Positive Cooperative is a registered investment adviser serving households and small businesses through a membership-based financial planning practice. The firm primarily uses passive investment strategies with index mutual funds and ETFs and offers socially responsible allocations, alongside a broad range of business and tax services.

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 at Money Positive with one year of industry experience. She holds a Series 65 designation and also owns an educational tutoring business, Keys to Inclusion, which she has operated since 2017. Money Positive Cooperative is a registered investment adviser serving households and small businesses through a membership-based financial planning model. The firm primarily implements passive investment strategies using index mutual funds and ETFs and offers additional services including tax preparation and small-business bookkeeping.

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.

James Bergis is a financial advisor with Authentikos Wealth Advisory LLC in New Braunfels, TX, holding a Series 65 designation and six years of industry experience. He previously worked at Regent Financial and Insurance Services, LLC and Regent Wealth Management from 2014 to 2021. Outside of his advisory role, Bergis owns and operates a woodworking and metal fabrication business called Bergis Builds. Authentikos Wealth Advisory LLC provides investment advisory and financial planning services primarily to individuals and retirement plans, with offerings that include discretionary portfolio management, written financial plans, and third-party manager selection. The firm customizes portfolio allocations using fundamental, cyclical, and technical analysis across a broad range of investment vehicles and may implement strategies directly or through model portfolios and third-party managers.