Steven Bankler

Edwin Peet is the principal advisor at ETF Strategies, LLC, an independent firm based in Bulverde, Texas. He holds Series 63 and Series 65 licenses and has 15 years of industry experience. In addition to his advisory role, he owns and operates Custom Income Solutions, LLC, an investment service and insurance business. ETF Strategies serves individual and high-net-worth clients by providing discretionary portfolio management and financial planning services, including retirement distribution and 401(k) advisory. The firm uses a range of investment vehicles and analytical methods, maintains written Investment Policy Statements for clients, and typically operates on a discretionary basis.

John Nau is a financial advisor with The Legacy Collaborative, Inc. in San Antonio, TX, holding a Series 63 designation and over 40 years of industry experience. He has been with The Legacy Collaborative since 1997 and is also affiliated with World Equity Group since 2015. Outside of his advisory role, Nau serves as co-trustee of a special needs trust and is involved in several insurance-related enterprises, including serving on the board of a life insurance producer group. The Legacy Collaborative is a small, fee-based advisory firm serving primarily high-net-worth individuals, corporations, and various types of trusts and charitable organizations. The firm focuses on financial planning and portfolio management, often assisting clients in selecting professional portfolio managers rather than managing discretionary accounts directly.

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.

Juan Garrido Zevallos is an advisor at B365Invest LLC with Series 65 and Series 66 designations and one year of industry experience. His prior roles include positions at Fidelity Investments, Texas Christian University, and Investall, Inc. He is based in San Antonio, TX. B365Invest LLC provides investment management and financial planning services to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm combines passive and active strategies with a long-term orientation and may incorporate ESG approaches upon client request, routinely recommending and monitoring independent Outside Managers as part of its practice.

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.