James Roeder

James Sansoterra is the sole advisor at Sansoterra Group LLC in Fredericksburg, TX, holding a Series 65 designation with 20 years of industry experience. He has been with Sansoterra Group LLC since 2005. Sansoterra Group provides discretionary portfolio management and investment advice primarily to trusts, individual retirement accounts, and retirement plans with a focus on preserving existing wealth. The firm uses a top-down, macroeconomic approach to asset allocation, emphasizing low turnover, tax and transaction cost control, and broad diversification while avoiding derivatives and technical trading.

Patrick Moore is a financial advisor at Private Group Wealth Management, LLC in Fredericksburg, Texas, with 22 years of industry experience. He holds a Series 63 designation and has worked as a CPA in his own tax and audit practice since 1979, which continues alongside his advisory role. His CPA practice involves preparing tax returns and auditing financial statements. Private Group Wealth Management provides investment advisory services to individual clients, including high-net-worth individuals, as well as corporate pension and profit-sharing plans. The firm uses model-based portfolio management combined with integrated financial, tax, estate, and business-planning advice, managing approximately $30 million across about 61 accounts.

David Mayfield is a financial advisor with Strategic Financial Concepts, LLC in Fredericksburg, TX, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He previously worked at LPL Financial LLC and Investment Centers of America, Inc. In addition to his advisory role, he works part-time at the Lady Bird Johnson Golf Course. Strategic Financial Concepts offers personalized investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth households, and institutional clients, utilizing discretionary portfolio management, model portfolios, and third-party manager solutions with ongoing supervision.

Andrea Condon is a financial advisor with LPL Financial in Fredericksburg, TX, holding Series 63 and Series 65 licenses and 27 years of industry experience. She has been with LPL Financial, formerly LINSCO Private Ledger, since 2005. Outside of her advisory role, she designs and sells seasonal decorative wreaths and provides personal lifestyle management services including travel and entertainment planning. LPL Financial offers advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households, with a broad range of financial planning, model-portfolio advisory programs, and third-party asset management options.