Justin Allen is a Financial Advisor with SageSpring Wealth Partners, where he helps individuals, families, and business owners make confident financial decisions through comprehensive planning and investment management. Justin believes financial advice should be understandable. Rather than relying on jargon or complicated strategies, he takes the time to educate clients on how their financial lives fit together—from investing and retirement planning to taxes, insurance, estate planning, and income distribution. His goal is for every client to understand not only what they're doing, but why they're doing it. As an independent, fee-based advisor, Justin works as a fiduciary, building investment portfolios and financial plans tailored to each client's unique goals. He believes that good financial planning extends well beyond investment performance. Coordinating taxes, retirement income, risk management, healthcare decisions, estate planning, and behavioral coaching are all critical pieces of helping clients achieve long-term financial success. Justin serves clients throughout Texas and across the country. He has a particular passion for helping retirees, pre-retirees, professionals, and business owners navigate life's biggest financial decisions with clarity and confidence. Outside of the office, Justin enjoys spending time with his wife, Abbie, golfing, hunting, fishing, and exploring the outdoors.

Michael Russell is the principal of Russell Advisory Group, Inc., an independent registered investment adviser based in New Braunfels, TX. He holds the Series 66 designation and has nine years of industry experience. In addition to his advisory role, Russell is president of Dynavision, Inc., a contact lens export business, and provides private music education in singing, piano, and saxophone, including teaching music courses as an adjunct faculty member at Dallas College. Russell Advisory Group, Inc. serves individuals, families, private business owners, trusts, and corporate clients by offering financial advisory and business consulting services, including discretionary portfolio management. The firm employs an investment approach centered on individual security selection supported by fundamental, technical, and cyclical analysis and utilizes investment policy statements to align allocations with clients’ risk tolerances and time horizons.

I have a passion and talent for translating concepts of personal finance and investing into everyday common English that even my children understand. I have been fortunate to live out that passion for the last 12 years, but now I'm looking to combine it with a personal, concierge level of service. I just began my my own practice at the beginning of 2020, By limiting the number of clients I serve, I can deliver world-class financial advice and still have time remaining to spend with my wife, three children, mother, and three pets. I hold both the CFP® and AIF® designations along with a bachelor's degree in journalism.

Bryan Stanley is a financial advisor at Definitive Advisor Group, LLC. He holds a Series 65 designation and is based in Cibolo, TX. His professional background includes roles at Rackspace Technology, Capital Venture Collective LLC, and Amazon, Inc., among others. Definitive Advisor Group provides non-discretionary investment advisory and financial planning services to individuals, high-net-worth clients, nonprofits, small businesses, estates, and trusts. The firm focuses on capital preservation and risk management, using both fundamental and technical analysis to create goal-oriented plans and facilitates access to third-party investment managers when discretionary portfolio management is required.

Robert Gunn is the principal advisor at Gunn & Co Asset Management Inc in San Antonio, TX, with 45 years of industry experience. He has led Gunn & Company Incorporated since 1980. Outside of advisory services, he serves as president of several affiliated entities and is a general partner of a Texas limited partnership. Gunn & Company Asset Management Inc provides asset management services to individuals, high-net-worth clients, estates, charitable organizations, and pooled investment vehicles. The firm employs a combination of fundamental and technical analysis with both long- and short-term strategies, including hedging and leverage, tailoring advice and implementation to each client’s financial situation and risk tolerance.

I'm a fiduciary, fee-only financial planner and advisor who founded Fruit of the Vine Financial in 2023 after having worked at two other financial firms. I offer service in three main areas: - comprehensive financial planning to first help people better understand their current financial circumstances and second to provide them an optimal route to meet their financial needs and reach their financial goals, - investment management, providing a choice between general investing and Biblically Responsible Investing (BRI), which is a way to invest in funds that more closely align with Christian principles, - help with setting up business retirement plans and/or serving as a fiduciary advisor to 401(k) plans. Because I'm always trying to improve how I can help my clients navigate their financial lives, I obtained several advanced certifications. I earned the Certified Financial Planner® (CFP®) certification and Retirement Income Certified Professional® (RICP®) designation following programs at The American College of Financial Services. And the Certified Investment Management Analyst® (CIMA®) certification followed from a program through the Yale School of Management. Outside of work, I enjoy kayaking, Bible study, playing my violin, and spending time with my three grown children and with friends. Not only do I have the financial education and professional experience, I also bring the knowledge gained from personal financial experience. From sorting all the finances after the death of a spouse, to helping kids through college, to riding the roller coaster of a major recession, and to starting and running a business, I understand the highs and lows that sometimes accompany the numbers. It helps to partner with a financial professional who's been there and can help you through the ups and downs of your life's journey.

Kyle Martin is a CFP® with 17 years of industry experience, currently serving as the sole advisor at Kapela. He has prior experience at OASIS Wealth Advisors, Mutual Advisors, and Horace Mann Companies. Outside of his advisory role, Kyle owns Helix Insurance and Financial Services, an insurance agency in San Antonio. Kapela provides investment advisory and financial planning services to individual and institutional clients, including high-net-worth individuals and corporate pension plans. The firm emphasizes capital preservation, risk management, and goal-based planning, incorporating behavioral economics and a range of investment vehicles, including a digital-asset model.

Scott Peebles is a financial advisor at Trellisent Investments in San Antonio, TX, with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Trellisent Investments since 2009. Trellisent Investments provides comprehensive wealth management services, including financial, retirement, and estate planning, as well as discretionary portfolio management for individuals, trusts, estates, and retirement accounts. The firm focuses on fundamental analysis-driven investment decisions and offers a limited client roster to maintain a high asset-per-client relationship.

Richard Miller is a financial advisor with GrayChase Wealth Advisory LLC in San Antonio, TX, holding Series 65 and Series 66 licenses and 21 years of industry experience. He worked at Affinity Capital, L.P. for 12 years before founding his current firm. Miller also serves as Treasurer for Charles Miller Enterprises, assisting with financial and regulatory documentation. GrayChase Wealth Advisory LLC offers asset management, retirement plan advisory, financial planning, and public educational seminars to individuals, small businesses, trusts, estates, high-net-worth clients, and charities. The firm emphasizes pension consulting, employs both fundamental and technical analysis for portfolio management, and provides fee-based financial planning alongside free public workshops.

James Mahan is a financial advisor with South Texas Capital Advisors, LLC, holding Series 63 and Series 66 registrations and with 15 years of industry experience. He has been with South Texas Capital Advisors since 2016 and is the sole advisor at the firm. Outside of his advisory role, he is involved as the managing member of NB Capital LLC and manages Solms Landing Development LLC, a non-investment business based in New Braunfels, Texas. South Texas Capital Advisors is an independent registered investment adviser serving individuals, high net worth clients, non-profits, and small businesses. The firm manages approximately $167.2 million and employs a mix of fundamental and technical analysis to support long-term investment strategies with periodic portfolio reviews.

John Hall is a financial advisor at JW Hall Financial LLC in San Antonio, TX, holding a Series 66 designation with one year of industry experience. His prior roles include positions at J.P. Morgan Chase Securities LLC and Acadian Capital Group. Before entering the financial industry, he worked in the nutrition sector at Planet Nutrition. JW Hall Financial LLC is a fee-only registered investment adviser offering wealth management, discretionary and non-discretionary investment management, and financial planning to individuals, high-net-worth clients, and corporations. The firm employs a combination of modern portfolio theory, strategic asset allocation, and multiple analytical approaches, utilizing both passive and active investment vehicles.

Elden Charles is a financial advisor at Vested Wealth Advisors in New Braunfels, TX. He holds Series 63 and Series 65 licenses and has been with Vestted, LLC since 2025, with prior experience at Lionchase North America and Lionchase Holdings. Vested Wealth Advisors is an independent Texas-based firm serving high-net-worth individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers comprehensive financial planning and portfolio management, emphasizing fundamental analysis, asset allocation, and long-term investing, while supporting institutional clients with specialized services such as private equity sponsor consulting and retirement-plan advisory.

Benjamin Hooper is a CFP® and ChFC® with 17 years of experience in financial planning and investment management. He has worked at USAA in various roles from 2009 to 2020 before founding Comal Wealth Management in 2020. Outside of advisory services, he operates a separate financial software business. Comal Wealth Management provides financial planning, consulting, and discretionary investment management to individuals, high-net-worth clients, and families. The firm employs a primarily passive, long-term investment approach using mutual funds and ETFs, while customizing portfolios with individual securities or alternative assets as needed.

Kenneth Olson is the sole advisor at Olson Wealth Management in New Braunfels, TX, with 13 years of industry experience. He holds a Series 66 designation and previously worked at Blackridge Asset Management, Kaarlsen Financial Strategies Group, and Peak Brokerage Services. Olson is also a licensed insurance agent and occasionally offers insurance products to clients. Olson Wealth Management serves individuals, high-net-worth clients, and business entities with portfolio management, financial planning, and educational seminars. The firm implements diversified portfolios primarily through exchange-traded funds and employs various investment analysis methods with a long-term trading approach.

Mark Muecke is the principal of Mark Muecke Capital Management, LLC in San Antonio, TX, holding Series 63 and Series 66 designations with 24 years of industry experience. He previously worked at Kercheville & Company for 16 years before founding his current firm in 2017. Mark Muecke Capital Management provides investment advisory and financial planning services to individuals, trusts, estates, small businesses, and corporate pension and profit-sharing plans. The firm uses a combination of fundamental, technical, and charting analysis to create custom asset allocations and conducts regular portfolio reviews, managing approximately $104 million in assets across discretionary and non-discretionary accounts.

Marco Gamboa is the principal advisor at Gamboa Capital Management Inc. in San Antonio, TX, holding Series 63 and Series 65 licenses with 27 years of industry experience. He has managed his independent advisory firm since 1995. Outside of his advisory work, Mr. Gamboa is involved in real estate ownership and management through Proportional Prosperity LLC and in commercial and residential construction via Sitterle Gamboa Custom Builders LLC. Gamboa Capital Management provides continuous investment advisory services to high-net-worth individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm employs a combination of fundamental, technical, and cyclical analysis, managing accounts on a discretionary basis with strategies ranging from long-term buy-and-hold to short-term trading.

Brian Kraus is the founder and principal of Kraus Capital Management, LLC in San Antonio, TX, with 27 years of industry experience. He holds the CFP® and Series 66 designations. Prior to leading his own firm, he was associated with Purshe Kaplan Sterling Investments for over a decade. Kraus Capital Management provides discretionary asset management, retirement planning, and investment consulting to individuals, high-net-worth clients, trusts, pension and profit-sharing plans, and businesses. The firm employs a combination of fundamental, technical, and cyclical analysis to create portfolios tailored to client objectives, with ongoing monitoring and rebalancing.

Matthew Schwegman is a CFP® professional with 14 years of industry experience, operating as the sole advisor at ComposedPro, Inc. He also serves as CFO of Made in the Shade, a franchisor of custom window treatments, where he oversees financial, accounting, and tax activities. Additionally, he is president of two related businesses providing tax preparation and small business consulting services. ComposedPro, Inc. is an independent wealth management firm serving approximately 50 clients with financial planning, portfolio management, retirement-account advice, estate planning support, and access to alternative investments. The firm’s approach emphasizes goals-based planning, fee and tax reduction through disciplined portfolio construction, and specialized separately managed account solutions.

Loretta Heffron is a financial advisor at ENDURE Retirement LLC in San Antonio, TX, with 11 years of industry experience. She holds a Series 65 designation and previously worked at Redhawk Wealth Advisors, Inc. from 2015 to 2018. Outside of her advisory role, she is involved as an independent producer in group health. ENDURE Retirement LLC specializes in retirement plan consulting and non-discretionary investment advisory services for employer plan sponsors and individual clients. The firm focuses on pension and profit-sharing plans, providing ERISA 3(21) investment advice, plan monitoring, fee benchmarking, and participant education, primarily operating on a non-discretionary basis.

Michael Richardson is the principal of Richardson Financial, Inc., an independent advisory firm based in New Braunfels, Texas. He holds Series 63 and Series 65 licenses and has 26 years of industry experience. Richardson has led Richardson Financial since its founding in 2011. Richardson Financial provides discretionary investment advisory services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm manages diversified portfolios using a fee-only, asset-based model, offering Conservative, Income, and Growth strategies that incorporate fundamental and technical analysis as well as macroeconomic review.