Michael Lampe is a financial advisor at Financial Life Advisors in San Antonio, TX, holding a Series 65 designation with one year of industry experience. He previously worked for AllianceBernstein from 2003 to 2024. Financial Life Advisors is a team of seven advisors managing approximately $366 million in client assets, offering comprehensive financial planning, consulting, and investment management to individuals, high-net-worth clients, and institutional entities. The firm utilizes fundamental, technical, and cyclical analysis to tailor portfolios, serving clients primarily on a discretionary basis with periodic account reviews.

Stephanie Harris is a Certified Financial Planner® with 24 years of industry experience. She is a principal of S Harris Financial Group, LLC in San Antonio, Texas, where she has worked since 2010. Prior to her current role, Harris was affiliated with Raymond James Financial Services for over two decades. Outside of her advisory duties, she is involved in managing several private ventures, including Harris Blessings LLC and Just Piddlin' LLC. S Harris Financial Group is an SEC-registered advisory firm serving individual and high-net-worth clients as well as retirement plans. The firm offers discretionary investment management, comprehensive wealth management, financial planning, retirement plan advisory, and insurance consulting, combining fundamental and technical analysis with a primarily long-term investment approach.

Oscar Flores is a financial advisor with Monex Asset Management, Inc. in San Antonio, TX, holding Series 63 and Series 65 licenses and bringing 47 years of industry experience. He has been with Monex since 2015. Monex Asset Management provides discretionary and non-discretionary investment advisory and consulting services to a diverse client base, including individuals, high-net-worth clients, corporations, trusts, estates, and charitable organizations. The firm employs a combination of fundamental, technical, and charting analysis to implement a range of investment strategies from long-term holdings to short-term trading and option writing.

Cheri Roman is a financial advisor with M. E. Allison & Co., Inc. in San Antonio, TX, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. Prior to joining M. E. Allison & Co., she worked at Roman Agency Inc and AllState Insurance Company for 11 years. Outside of her advisory role, she is a composer and musician, writing and performing music primarily as a volunteer for church services, with some original songs available through digital distribution. M. E. Allison & Co., Inc. serves individuals, trusts, estates, corporations, and retirement plans, providing portfolio management, financial planning, and 401(k) consulting through a combination of in-house and third-party strategies. The firm manages approximately $287 million in assets and operates with a team of ten advisors.

Taylor Chamness is a financial advisor with Wela Financial Advisory in San Antonio, TX, holding Series 63 and Series 65 licenses and having 10 years of industry experience. He previously worked at AXA Advisors, LLC for three years before joining Frost Bank and Frost Brokerage Services, where he has been since 2019. Outside of his advisory work, Chamness is an owner of a self-storage business, CM Capital, LLC, which he manages with a partner. 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 uses a multi-fund-manager approach and combines fundamental and technical analysis to manage portfolios with an emphasis on tax efficiency and institutional-quality manager selection.

Daniel Reinke is a CFP® and ChFC® affiliated with Avid Wealth Partners, LLC in San Antonio, Texas. He has five years of industry experience, including roles at Northwestern Mutual Investment Services LLC and other firms prior to joining Avid Wealth Partners in 2020. Reinke is also a licensed insurance agent involved with Avid Risk Management. Avid Wealth Partners provides financial planning, consulting, and investment management services to individuals, trusts, estates, charitable organizations, corporations, and pension/profit-sharing plans. The firm emphasizes a goal-oriented wealth planning approach focusing on tax efficiency, downside protection, and diversified asset allocation, often utilizing third-party managers and private funds to implement specialized strategies.

Bryce Christopher is a financial advisor at Reliance Wealth Management in San Antonio, TX, holding Series 63 and Series 66 licenses with six years of industry experience. His prior roles include positions at J.P. Morgan Securities LLC, Wells Fargo Bank, and USAA. Outside of his advisory work, he is involved in freelance computer repair and works part-time in waste services. Reliance Wealth Management serves individuals, foundations, trusts, estates, corporations, and charitable organizations with discretionary investment management and financial planning. The firm uses a top-down, macro-environmental investment approach emphasizing tactical asset allocation and employs a variety of investment vehicles including mutual funds, ETFs, and alternative investments.

Teshay Flowers is a financial advisor at TLWM Financial in San Antonio, TX, with 17 years of industry experience. He holds a Series 66 designation and has worked with LPL Financial and Texas Legacy Wealth Management since 2016. TLWM Financial provides asset management, financial planning, and consulting services for individuals, trusts, estates, and business entities. The firm manages discretionary portfolios using a range of individual securities and proprietary strategies, emphasizing continuous supervision and regular portfolio reviews.

Gary Harris is a financial advisor with S Harris Financial Group, LLC, holding a Series 66 designation and 12 years of industry experience. He has worked at Raymond James Financial Services Advisors, Inc., and Raymond James Financial Services, Inc. prior to his current role. Outside of financial advising, he is involved in several business ventures including managing member roles in asset holding companies and business consulting. S Harris Financial Group serves individual and high-net-worth clients as well as retirement plans, offering discretionary investment management, comprehensive wealth management, and retirement plan advisory services. The firm employs a long-term investment approach with a blend of fundamental and technical analysis and provides specialized services such as Certified Divorce Financial Analysis and mediation support.

Charles Massiatte is a financial advisor with Martin Capital Advisors, LLP in San Antonio, TX, holding a Series 66 designation and seven years of industry experience. His work history includes roles at Great Hearts Academy, Bank of America, Merrill, and Harvard University Extension School. Martin Capital Advisors manages investment portfolios for high-net-worth individuals, trusts, estates, charitable organizations, and business clients, offering discretionary portfolio management and financial planning. The firm follows a long-term, asset-allocation-driven investment approach and provides clients with detailed quarterly performance reporting and options-based hedging within certain portfolios.

Michael De Guzman is affiliated with Teamwork Financial Advisors, LLC as a Series 65-licensed advisor. He has been with Teamwork Financial Advisors since 2026 and has 14 years of experience running his own law practice, Michael de Guzman Law PLLC. Teamwork Financial Advisors is a team-based registered investment adviser serving individuals, high-net-worth clients, and institutional accounts. The firm employs a model-based, core-and-satellite investment approach utilizing ETFs, individual equities, and U.S. Treasuries, and is formally affiliated with accounting and law firms to coordinate tax and legal matters alongside investment advice.

Joshua Arrington is a financial advisor with OneAscent Family Offices in San Antonio, TX, holding Series 66 and Series 65 licenses and nine years of industry experience. He has worked at Archetype Wealth Partners and Grace Point Church prior to joining OneAscent. OneAscent Family Office provides investment advisory and family office services to high-net-worth individuals, trusts, pension and profit-sharing plans, and other entities. The firm offers discretionary and non-discretionary asset management, financial planning, and a range of family office services, managing portfolios according to individualized asset-allocation guidelines and employing multiple affiliated entities to support its offerings.

Nathaniel Morris is a financial advisor with Financial Life Advisors in San Antonio, TX, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. His prior work includes roles at Cetera Advisor Networks, Christian Investment Advisors, and Girard Securities. Financial Life Advisors is a seven-advisor team managing approximately $366 million in client assets. The firm provides comprehensive financial planning, consulting, and investment management for individuals, high-net-worth clients, and institutional entities through discretionary portfolio management that incorporates fundamental, technical, and cyclical analysis.

Russell Stehling is a financial advisor at Avid Wealth Partners, LLC with 22 years of industry experience. He holds the ChFC® and Series 63 designations and previously worked at Northwestern Mutual and New Edge Advisors. Stehling is also involved with Avid Risk Management, providing insurance and financial planning services as a licensed insurance agent. Avid Wealth Partners offers financial planning, consulting, and investment management to a range of clients including individuals, trusts, and charitable organizations. The firm employs a goal-oriented wealth planning approach that incorporates tax efficiency, downside protection, and diversified asset allocation, often utilizing third-party managers and specialized investment vehicles.

Joe Rust is a financial advisor at Davidson Capital Management, Inc. in San Antonio, TX, with 29 years of industry experience. He has held positions at Davidson Capital Management since 2017 and previously worked at Dominion Investor Services, Inc. from 2007 to 2017. Outside of his advisory role, Rust is vice president and part owner of Alamo City Angels, LLC, a bartending and promotions business, and serves on the investment committee for St Andrews United Methodist Church’s brokerage and legacy funds in a volunteer capacity. Davidson Capital Management is a fee-only, SEC-registered investment adviser managing approximately $568 million for around 400 clients, including individuals, charitable organizations, corporations, and defined contribution plans. The firm employs a long-term, quality-oriented investment approach with discretionary portfolio management and offers 401(k) advisory services, focusing on high-net-worth and institutional clients.

Britton Ouellette is a financial advisor at Optivise Advisory Services LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Optivise since 2019. In addition to his advisory role, he is an insurance agent at DPO Insurance Agency, Inc. Optivise Advisory Services provides portfolio management and financial planning to individuals, retirement plans, trusts, charitable organizations, and other investment advisers. The firm utilizes both internally developed model portfolios and third-party sub-advisors, offering discretionary and non-discretionary solutions supported by technology and detailed reporting.

Sandra Justin is a financial advisor with PAX Financial Group in San Antonio, TX, holding a Series 65 license and six years of industry experience. Her prior roles include five years at Broadway Wealth Solutions and fifteen years at Broadway National Bank. She is also licensed in life and health insurance. PAX Financial Group provides advisory services to individuals, high-net-worth clients, small businesses, corporations, and their retirement plans. The firm employs a team-based investment approach overseen by an Investment Committee that utilizes traditional academic frameworks to build diversified, long-term portfolios with periodic rebalancing and incorporates conservative, Christian values–based ETF selections.

Joshua Hussong is a CFP® professional with 16 years of industry experience. He has worked at Charles Schwab and Charles Schwab Bank for 11 years before joining Financial Life Advisors in San Antonio, TX. Hussong holds Series 63 and Series 65 licenses. Financial Life Advisors is a seven-advisor team managing approximately $366 million in client assets. The firm offers comprehensive financial planning and investment management to individuals, high-net-worth clients, and institutional entities, using a combination of fundamental, technical, and cyclical analysis.

Kirk Francis is a Certified Financial Planner® with 48 years of industry experience, currently serving at Financial Life Advisors in San Antonio, TX. He has a diverse background that includes leadership roles with the Housing Authority of Bexar County and the City of Hill Country Village, where he serves as chairman and participates in governance and zoning commission activities. His prior financial services experience includes positions with United Planners' Financial Services of America and Cross Insurance (International) Group. Financial Life Advisors is a seven-advisor team managing approximately $366 million in client assets. The firm provides comprehensive financial planning, consulting, and investment management to individuals, high-net-worth clients, and institutional entities, using a range of analytical strategies tailored to client financial plans.

Joan Cleveland is a ChFC® credentialed financial advisor with 30 years of industry experience, currently with SWBC Investment Company since 2013. She serves as President and CEO of SWBC Life Insurance Company and holds leadership roles including Chairman of the Consumer Credit Industry Association and board memberships with the Texas Association of Life and Health Insurers and the American Bankers Insurance Association. Additionally, she is involved in community service as a governing board member of Make-A-Wish Central and South Texas. SWBC Investment Company provides investment advisory services to individuals, financial institutions, charities, and pooled investment vehicles. The firm employs internal portfolio teams and external sub-advisers to manage discretionary and non-discretionary accounts, and it is active in private fund management with a focus on value-add real estate investments.