Hannah Perry

David Bartoski is a CFP® professional with 15 years of industry experience. He is the sole advisor at Forma Financial Planning, where he has worked since 2024. Prior to this, he spent six years at USAA Investment Management Company and five years at USAA. Forma Financial Planning is a fee-only firm serving individual and high-net-worth clients with discretionary portfolio management and comprehensive financial planning. The firm uses a mix of passive and active investment strategies guided by fundamental analysis and Modern Portfolio Theory, emphasizing asset allocation and tax efficiency.

John Carr is a CFP® and Series 63 registered financial advisor with 18 years of industry experience. He is the principal of Carr Consulting P.A., an independent firm based in San Antonio, TX. Prior to founding his firm, he has been associated with H.D. Vest Investment Securities, Inc. since 1998. Outside of advisory services, Carr is a licensed CPA and owns several businesses focused on accounting, tax preparation, and financial services. Carr Consulting P.A. provides portfolio management and financial planning to individual investors, businesses, non-profits, and institutional clients. The firm combines fundamental and technical analysis in its investment approach, offers both discretionary and non-discretionary management, and integrates accounting and tax services through affiliated businesses.

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.

Fair Oaks Financial LLC was founded in 2020 and began operations in 2021 amid the COVID-19 Virus era. Many changes were taking place and people were reevaluating their lives in the face of the pandemic. Suddenly life took on different priorities and meaning and one did not know if they would be affected and to what extent. This brought to attention many overlooked items, that people were waiting to get around to, and brought them to the forefront. Questions like "if something were to happen to me, am I prepared?" My goal is to help you prepare for an uncertain future. There are many things that can be done to reduce anxiety in these stressful times. As a Fiduciary Advisor, I will be working with you to develop a plan that is customized to address your needs and desires. Being a Fiduciary means acting in your best interest. I enjoy helping people make sense of a complex set of choices, objectively weighing the pros and cons, and making informed decisions consistent with their long-term goals. I have been working in the investment business for more than 25 years. I have seen complexity keep people from making the decisions needed to accomplish their goals. I enjoy helping explain things in a way that makes sense. Warren Buffet says "investing is simple, it's just not easy." Having a guide on your journey to help make decisions that will impact your future is not only important but essential. We all need objective advice, void of conflicts, to help us make wise decisions.

Jimmy Hernandez is a financial advisor with Brookstone Wealth Advisors, LLC, holding a Series 65 license and six years of industry experience. He has worked at several firms, including Sherpa Wealth Management LLC and Wealth Watch Advisors. Outside of his advisory role, Hernandez is the principal owner of Sherpa Life, LLC, an insurance agency specializing in funeral and final expense insurance. Brookstone Wealth Advisors provides investment management primarily through sponsored and pooled vehicles, serving retirement plans, trusts, and other institutional clients. The firm uses a combination of active and passive strategies within a networked structure that includes affiliated asset managers and offers a range of planning and implementation services.

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.