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 designations and three years of industry experience. His prior roles include positions at Teamwork Financial Advisors, LPL Financial, Pontem Financial, and the Texas Comptroller of Public Accounts. Heritage Haus Wealth Partners provides discretionary wealth management and retirement-plan services across three service tiers, offering tailored portfolios and financial plans. The firm employs a broad investment approach and maintains a focus on ERISA compliance, held-away account management, and estate-planning partnerships.

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 a year of industry experience, currently serving at Victory Wealth Services, LLC. He previously worked at Primerica Financial Services for 18 years and has been involved with Herlee Management Co. since 1995. Victory Wealth Services, LLC provides fee-based financial planning, portfolio management, and wealth management to individual clients, including both high-net-worth and non-HNW households. The firm uses a combination of discretionary and non-discretionary management, often employing third-party model managers and the AE Wealth Management platform for portfolio oversight.

Jamin Kirkwood is a financial advisor with Secure Financial Management in San Antonio, TX, holding CFP® and Series 66 credentials and bringing 20 years of industry experience. He has worked at Kirkwood Financial Services, LLC since 2011 and has been with Wholesalers Insurance Group, LLC since 2022. In addition to financial advising, Mr. Kirkwood is also an insurance agent appointed with various companies, dedicating approximately 15% of his time to insurance-related activities. Secure Financial Management provides discretionary portfolio management, retirement planning, and comprehensive financial consulting to individual and select business clients. The firm manages around $400 million and combines multiple analytical methods with a value-oriented, long-term equity focus and active portfolio monitoring to serve both high-net-worth and non-high-net-worth households.

George Hinojosa is a financial advisor at Independence Wealth Group with 13 years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones from 2012 to 2013. He is a minority owner providing financial oversight at Falcon Insurance Services, a property and casualty insurance agency in San Antonio. Independence Wealth Group offers portfolio management and comprehensive financial planning primarily for individual clients, using fundamental analysis within a strategic, long-term asset allocation framework. The firm integrates insurance activities into its advisory platform and provides educational seminars and workshops at no cost to clients.

Philip White Jr. is a CFP®, CFA®, and ChFC® with 21 years of experience in financial advising. He is currently with Inflection Financial and has previously worked at myFinancialAnswers, LLC, Retirement Plan Fiduciaries, LLC, Dc Advisors, LLC, and USAA Financial Planning Services. Outside of advising, he is a minority owner of 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 provides investment advisory services to employer-sponsored 401(k) plans and individual clients, focusing on evidence-based, long-term investment strategies and comprehensive financial planning. The firm manages approximately $491 million in client assets and offers plan-level discretionary investment management alongside personalized wealth management.

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.

Joseph Warren is a financial advisor at Financial Planning HQ, LLC in San Antonio, TX, holding a Series 66 designation with 11 years of industry experience. His prior roles include positions at Lincoln Financial Securities, Mass Mutual Investors Services, MassMutual Life Insurance Company, and MetLife Securities. Outside of advising, he is involved in retail reselling and owns a vending machine service business. Financial Planning HQ provides comprehensive financial planning and ongoing plan maintenance for individual clients, focusing on tailored plans, insurance reviews, and broad asset allocation guidance without discretionary trading authority. The firm serves a small client base through a three-advisor team and refers clients seeking active portfolio management to an unaffiliated third-party money manager.

Campbell Seay is a financial advisor at Glass Wealth Management Co., LLC with two years of industry experience. He holds a Series 65 designation and has been with Glass Wealth Management since 2024. Prior to this, he was not employed in the financial services industry for ten years. Glass Wealth Management Co., LLC provides discretionary and non-discretionary investment management services to high-net-worth individuals, families, trusts, donor-advised funds, and closely held entities. The firm manages approximately $312 million across 350 client relationships, offering customized portfolios that emphasize long-term, tax-aware investing across multiple core strategies.

Denton Nerison is a financial advisor at Torres Financial Services, Inc. with 17 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Eagle Strategies and New York Life Insurance Company. Torres Financial Services serves individual and high-net-worth clients by providing integrated wealth management through discretionary and non-discretionary portfolio management, financial consulting, and planning. The firm employs a blend of fundamental and technical analysis focused on growth-and-income and value-oriented strategies, using a range of investment tools including margin borrowing and options.

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.

Heather Haas is a CFP® and Series 65 licensed advisor with nine years of industry experience, currently serving at Imperium Wealth Management, LLC since 2014. She is based in San Antonio, TX, and works at a firm with two advisors. Imperium Wealth Management offers investment management, financial planning, tax preparation, and retirement plan consulting to a diverse client base including individuals, trusts, estates, corporations, and pension and profit-sharing plans. The firm provides customizable portfolio management, incorporating a range of securities and private placements, and also sponsors its own wrap fee program while delivering tax and accounting services through some members.

Shelby Saberon is a Series 65 licensed financial advisor with 11 years of industry experience, currently serving at Saber and Shield Wealth Management, L.L.C. since 2017. Prior to this, Shelby held roles at Retirement Wealth Advisors, Inc., Evident Wealth, and Mann Mortgage. Outside of financial advising, Shelby has been involved with The Passion Travel Company since 2001. Saber and Shield Wealth Management, L.L.C. provides discretionary and non-discretionary portfolio management for individuals, families, trusts, estates, and small businesses. The firm applies modern portfolio theory with globally diversified investments, utilizing mutual funds, ETFs, and individual stocks, and manages approximately $74 million in assets.

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.

William McGowan is a financial advisor at White McGowan with nine years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at MML Investors Services and Mass Mutual Life Insurance Company from 2016 to 2018. Outside of his financial advisory role, he is a physician at McGowan Family Clinic and a partner and CFO of South Pass Construction, a residential construction company. White McGowan provides investment advisory and financial planning services to individual and high-net-worth clients, offering discretionary portfolio management, ongoing financial planning, and consulting across a range of investment products. The firm employs tailored asset allocation strategies and utilizes third-party managers for portfolio implementation.