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.

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.

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.

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.

Roger Graham is a financial advisor at Braintrust Capital, LLC in San Antonio, TX, with 14 years of industry experience. He previously worked at Wells Fargo Clearing Services LLC and UBS Financial Services Inc. Graham holds a Series 66 designation. Braintrust Capital serves individuals, trusts, retirement plans, and business clients with advisory services including asset management, portfolio management, financial planning, and retirement plan consulting. The firm employs a variety of investment strategies and manages both discretionary and non-discretionary accounts.

I build Personalized Financial Plans for every client to address important “Real Life” financial issues including Financial & Retirement Planning, Investments, Income Tax Planning, Executive Benefits & Compensation Planning, Insurance & Risk Management Planning, Social Security & Pension Planning, Multi-Generational Trusts, and Estate Planning. In addition, I have specialized expertise with Executive Benefits & Compensation Planning for Restricted Stock (RS), Restricted Stock Units (RSUs), Performance Shares (PS), Non-Qualified Stock Options (NQSO), Incentive Stock Options (ISO), Employee Stock Purchase Plans (ESPP), Non-Qualified Deferred Compensation Plans (NQDC), Net Unrealized Appreciation (NUA), 457(b) "Double-Limit Catch Up" Provisions, and 457(f) Non-Qualified Deferred Compensation Plans. Why work with a Fee-Only CERTIFIED FINANCIAL PLANNER® professional? Anyone can call themselves a Financial Advisor, but not everyone is held to the Fiduciary Standard of Care. Independent, Fee-Only, Financial Planners combine advanced training, fiduciary ethics, and complete transparency to help you make confident financial decisions during every stage of life. What does “Fee-Only” really mean? A Fee-Only Financial Planner is only compensated by clients. They do not receive any commissions, incentives, or compensation for selling financial products. No sales pressure. No hidden fees. No product bias. You simply pay for objective financial expertise and guidance. How does a Fee-Only Financial Planner plan for every stage of your life? A Fee-Only Financial Planner creates a clear, coordinated, and personalized Financial Plan which covers all aspects of your financial life. Your plan may include monthly cash flow & spending plan, retirement income & retirement distribution strategies, investment management and guidance, tax efficiency and Multi-Year tax planning strategies, insurance & risk management, liquidity planning, education planning, and family legacy goals. Professional Credentials: Master of Science (M.S.) Degree in Personal Financial Planning CERTIFIED FINANCIAL PLANNER® Professional Chartered Retirement Planning Counselor (CRPC®)

John Linnartz is the sole advisor at Mustang Capital Management, LLC, an independent firm based in Boerne, TX. He holds Series 63 and Series 65 licenses and has 23 years of industry experience. Linnartz has been with Mustang Capital since its founding in 2002. Mustang Capital provides discretionary investment supervisory services to individuals, high net worth clients, trusts, estates, and charitable organizations. The firm focuses on long-term capital appreciation through fundamental analysis, managing a concentrated portfolio that includes large- and small-cap equities, special situations, and turnarounds tailored to client objectives.

Gregory Thompson is a CFP® with 25 years of industry experience, currently serving as an advisor at Stone Oak Wealth Management, LLC. He has worked at Stone Oak Wealth Management since 2005, with a prior six-year tenure at Titleist Asset Management, Ltd. In addition to his advisory role, he is also an independent insurance agent. Stone Oak Wealth Management serves individuals, including high net worth clients, as well as pension and profit-sharing plans, charitable organizations, and businesses. The firm offers discretionary portfolio management, integrated financial planning, and pension consulting, utilizing model-based allocations and a combination of analytical investment approaches.

Nathan Impellizzeri is a financial advisor at Stone Oak Wealth Management, LLC in San Antonio, TX, holding Series 63 and Series 66 licenses with two years of industry experience. He previously worked at J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A. Nathan has also been employed at Michigan Financial Companies and has experience working at Kensington Metroparks Golf Course and Purdue University. Stone Oak Wealth Management serves individuals, including high net worth clients, as well as pension and profit-sharing plans, charitable organizations, and businesses. The firm provides discretionary portfolio management, integrated financial planning, and pension consulting, employing model-based allocations and a mix of analytical investment approaches.

John Dallahan is a financial advisor at Stone Oak Wealth Management, LLC in San Antonio, TX, with 39 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Raymond James Financial Services and Security Service Federal Credit Union. Stone Oak Wealth Management serves individuals, including high net worth clients, as well as pension and profit-sharing plans, charitable organizations, and businesses. The firm offers discretionary portfolio management, integrated financial planning, and pension consulting, utilizing a model-based, analytical investment approach with both long- and short-term strategies.

Cristina Raft is a financial advisor at Stone Oak Wealth Management, LLC in San Antonio, TX, with 27 years of industry experience. She has held positions at Stone Oak Wealth Management since 2018 and previously worked at Raymond James from 2016 to 2018. Stone Oak Wealth Management serves individuals, including high net worth clients, as well as pension and profit-sharing plans, charitable organizations, and businesses. The firm offers discretionary portfolio management, integrated financial planning, and pension consulting, utilizing model-based allocations and a combination of analytical investment approaches.

Terry Thill is a financial advisor with Evidence Advisors Investment Management in Boerne, TX, holding Series 63 and Series 65 licenses and 23 years of industry experience. He previously worked at Cetera Advisor Networks LLC for five years before joining Evidence Advisors in 2018. Outside of advising, he is an active CPA tax preparer and consultant, serves as financial committee chairman for Hope Church, and is involved in high school wrestling as a referee and treasurer for the Alamo Area Wrestling Officials Association. Evidence Advisors Investment Management provides discretionary investment management, financial planning, and qualified retirement plan advisory services to individuals, trusts, foundations, corporations, small businesses, and plan sponsors. The firm employs an evidence-based investment process emphasizing passive/index fund portfolios and offers both ERISA 3(21) advisory services and discretionary 3(38) plan fiduciary management.

James Payne Jr is a financial advisor at Targeted Financial Services, LLC in Boerne, TX, holding a Series 63 designation with 22 years of industry experience. He has been with Targeted Financial Services since 2000. Targeted Financial Services, LLC provides financial planning, consulting, and investment management to individuals, retirement plans, trusts, estates, and business entities. The firm manages approximately $298 million in discretionary assets and employs a combination of fundamental and technical analysis with proprietary allocation models, offering both discretionary portfolio management and plan-level advisory services.

Wyatt Moerdyk is a CFP® with 21 years of experience in the financial services industry. He has been with Evidence Advisors Investment Management since 2016 and previously worked at Cetera Advisor Networks. In addition to his advisory role, he is involved in selling life insurance, annuities, and long-term care products. Evidence Advisors Investment Management provides discretionary investment management, financial planning, and qualified retirement plan advisory services to a diverse client base including individuals, trusts, foundations, and businesses. The firm employs an evidence-based investment process that emphasizes passive management, asset allocation, and incorporates multiple analytical methods, serving approximately 81 clients with $69.4 million in assets under management.

Alec Walker is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Crestmont Private Wealth LLC since 2019. Prior to joining Crestmont, he worked at Avondale Wealth Management LLC for five years. He is also licensed as an insurance agent, providing sales and service of general lines. Crestmont Private Wealth LLC offers discretionary and non-discretionary investment management, financial planning, and retirement services to individuals, high-net-worth families, trusts, retirement plans, and charitable organizations. The firm’s investment approach combines strategic asset allocation with tactical adjustments, focusing on value-oriented portfolios that include fixed income, mutual funds, ETFs, and cash positions.

Nancy Dickson is a financial advisor at Dickson Financial Group, LLC with 24 years of industry experience. She holds the Series 63 and Series 65 designations and previously worked at Fidelity Brokerage Services, LLC for 12 years before founding her current firm in 2017. Dickson Financial Group provides investment management and comprehensive financial planning to individuals, trusts, charitable organizations, and private businesses. The firm combines Modern Portfolio Theory with a mix of passive and actively managed funds, maintaining a range of model portfolios and emphasizing client education through newsletters and public seminars.

Hannah Perry is a financial advisor at Crestmont Private Wealth LLC with seven years of industry experience. She holds the Series 65 designation and has worked at multiple firms including Denham and Lillich Wealth Management and Avondale Wealth Management before joining Crestmont Private Wealth in 2019. Crestmont Private Wealth LLC provides investment management, financial planning, and retirement services to individuals, families, estates, trusts, and institutional clients. The firm employs a value-oriented investment approach with strategic asset allocation and tactical adjustments, managing a diverse mix of fixed-income securities, mutual funds, ETFs, and cash based on market conditions.