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.

Steven Parker is a CFA® charterholder with 13 years of industry experience. He has been with Cypress Wealth Advisors, LLC since 2012. Outside of his advisory role, he owns Parker Capital Holdings LLC, which holds an office condominium in Shavano Park, TX. Cypress Wealth Advisors serves primarily high-net-worth individuals and business entities, offering discretionary portfolio management and financial planning tailored to clients’ goals and risk tolerances. The firm employs a mix of fundamental, technical, charting, and cyclical analysis, utilizing both long- and short-term trading as well as options strategies while managing client assets internally.

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.

Professional Greetings, I am the Founder & Wealth Advisor steering the helm at Flying Forward Wealth Management, a firm I founded to manifest my deep-seated commitment to tailored, fee-only financial planning. My journey started at the United States Air Force Academy where I honed a disciplined, strategy-driven approach to problem-solving, obtaining a Bachelor of Science in Management. Later, I advanced my knowledge with an MBA from the University of North Carolina Kenan-Flagler Business School. In the financial realm, my expertise is fortified by an array of designations including CFP®, CIMA®, ChFC®, CLU®, AEP®, and EA, each testifying to a dedication to comprehensive financial mastery. This rich background equips me to craft financial strategies that are as unique as each client I serve, always with an eye toward secure, forward-moving growth. Personal Based in the beautiful locale of Boerne, TX, I've cultivated a practice that mirrors the warm, community-focused spirit of our area. My approach to wealth management is much like crafting a fine, aged whiskey — a careful nurturing of growth, combined with the patience and foresight to anticipate future rewards. In the vibrant community of Boerne, I’m not just your wealth advisor; I’m a neighbor eager to help fellow locals foster financial health and peace of mind. Beyond the financial charts, I have a penchant for embracing the vibrant life and culture our locality offers — be it enjoying a quiet weekend in our scenic town, engaging in community events, or flying out of the local airfield 5C1. My Why My mission stems from a simple yet profound belief: comprehensive planning can be the wings that allow dreams to fly. In founding Flying Forward Wealth Management, my aspiration was to create a haven where clients could find not just financial guidance, but a collaborative partner in navigating life’s financial journey. With a philosophy grounded in forward motion and expansive vision, I am here to ensure your financial plan isn’t just robust and resilient but also tailored to your most cherished life goals and aspirations. Together, we will forge a path that lead to financial stability and wealth crafted to serve not just immediate needs but generations to come. It’s more than financial planning; it’s planning to fly forward, with wealth strategies that honor your life’s work and echo into the future. Let's carve out a journey that marries financial wisdom with your life aspirations.

Martin Altimore is the sole advisor at MSA Capital Management, PLLC, an independent firm based in Fair Oaks Ranch, TX. He holds Series 63 and Series 65 licenses and has nine years of industry experience. Since 2016, he has led Martin S. Altimore Capital Management. MSA Capital Management provides discretionary investment management to individuals, small businesses, charitable organizations, and other entities. The firm employs a Macro Approach to investing, combining technical, fundamental, and economic analysis to construct portfolios of equities, fixed income, ETFs, and cash tailored to clients’ risk tolerance and financial needs.

Karan Bhanot is a financial advisor at OAGH with 10 years of industry experience and holds a Series 65 designation. He has been a finance professor at the University of Texas at San Antonio since 1997. Bhanot serves on the Board of Directors of IATRICA, a research company collaborating with Johns Hopkins University on cancer research. OAGH, LLC is an independent investment management firm that provides portfolio management services to institutional clients such as pooled investment vehicles, corporations, endowments, and foundations, as well as individuals, trusts, and estates. The firm employs discretionary management across various asset classes using fundamental, technical, quantitative, and qualitative analysis with both long- and short-term strategies.

Paul Anderson is a financial advisor at American Market Advisors, Inc. with 35 years of industry experience. He holds the PFS™ designation and has worked at Anderson, Johns, Yao & Davis CPAs P.C. since 2000, where he serves as president of the public accounting firm. American Market Advisors provides discretionary and non-discretionary portfolio management primarily for high net worth individuals and select institutional clients. The firm utilizes a combination of fundamental, technical, and quantitative analysis to construct risk-adjusted equity and fixed income portfolios, integrating risk management and employing strategies such as options, long/short techniques, and short selling.

Ronnie Haim is a financial advisor at Capital Alliance Wealth Management in San Antonio, TX, holding a Series 66 designation with 22 years of industry experience. His prior roles include positions at LPL Financial LLC, Independent Financial Partners, and IFP Securities, LLC. In addition to advisory services, he is licensed to sell fixed universal life insurance policies through multiple carriers. Capital Alliance Wealth Management provides asset management, financial planning, and retirement plan consulting to individuals, trusts, estates, and business entities. The firm utilizes a combination of fundamental and technical analysis alongside modern portfolio theory, offering tailored strategies including hedging tools and alternative investments, with a noted focus on employer-sponsored retirement plan consulting and fiduciary services.

Brian Kraus is a CFP® with 26 years of industry experience and is the founder and CEO of Kraus Capital Management, LLC in San Antonio, TX. He has worked at Purshe Kaplan Sterling Investments since 2015 and has led his own firm since 2008. Kraus is also licensed to offer fixed insurance solutions, including fixed annuities, to clients. Kraus Capital Management provides asset management and retirement planning services to individuals, trusts, pension plans, and corporate entities. The firm manages approximately $65 million across about 172 clients, employing a combination of fundamental, technical, and cyclical analysis to tailor portfolios that include stocks, bonds, ETFs, options, mutual funds, and selected private investments.

Luke Scamardo is the principal of Scamardo Financial LLC, an independent advisory firm based in Helotes, TX. He holds the CFP® designation and a Series 66 license, with 22 years of industry experience. He has been with Scamardo Financial since its founding in 2004. Scamardo Financial provides portfolio management, financial planning, and pension consulting to individual clients and pension or profit-sharing plans. The firm emphasizes non-discretionary management and uses fundamental analysis with long-term purchase strategies, tailoring investment policy statements to each client.

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.

Ernest De La Rosa Jr. is a financial advisor at Greybridge Private Wealth with six years of industry experience. He holds a Series 66 designation and has worked at firms including Visionary Wealth Partners LLC, Mass Mutual Investors Services, and Equitable Advisors. In addition to his advisory role, he is an independent insurance agent selling life, disability, employee benefits, property and casualty, fixed annuities, and health insurance through various carriers. Visionary Wealth Partners LLC provides investment management, financial planning, and retirement-plan consulting to clients such as trusts, estates, charitable organizations, corporations, and pension and profit-sharing plans. The firm emphasizes passive investment management using diversified, low-cost index funds and ETFs, along with asset allocation, periodic rebalancing, and tax-aware strategies.

Qing Selby is a CFP® and holds a Series 65 license with 11 years of industry experience. He is the sole advisor at Relyon Financial Advisors, LLC in San Antonio, TX, where he has worked since 2015. Outside of advising, he is involved in IT strategic consulting and program management and serves as a trustee for the Selby Family Trust. RelyOn Financial Advisors is a fee-only registered investment adviser serving individuals, high-net-worth clients, corporations, non-profits, and pension or profit-sharing plans. The firm uses a structured, quantitative, evidence-based investment process with a proprietary daily algorithm and focuses on low-cost mutual funds and ETFs, overseeing approximately $23 million in client assets.