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.

Bryan Stanley is a Series 65-licensed advisor at Definitive Advisor Group, LLC with experience spanning roles at Rackspace Technology, Capital Venture Collective LLC, and Amazon, Inc. He has also been involved in entrepreneurial ventures including Stanley&Co. Mobile Wash and Detail. Definitive Advisor Group provides non-discretionary investment advisory and financial planning services to individuals, charitable organizations, small businesses, estates, and trusts. The firm emphasizes capital preservation and goal-oriented planning, using both fundamental and technical analysis, and offers written financial plans through subscription or hourly engagements.

Anthony Vasquez is a financial advisor at Avora Wealth LLC in San Antonio, TX, holding a Series 66 designation with three years of industry experience. His prior roles include positions at Mass Mutual Investors Services and Reliance Financial Partners. He is also a licensed insurance professional. Avora Wealth LLC is a registered investment adviser serving individuals, high-net-worth clients, trusts, estates, and businesses. The firm offers discretionary portfolio management and financial planning, employing a primarily long-term investment approach using ETFs, stocks, and bonds.

Hello, I'm Tess Downing. I am the founder and lead financial advisor of Complete View Financial LLC, a fee-only financial planning firm serving individuals and families who are either retired or nearing retirement. We are retirement-focused and specialize in planning and collaborating with retirees to make the most of their financial journey. We want to partner with you in your journey by helping you set financial goals and empowering you with the financial knowledge you need for success through transparent and honest guidance. Our mission is to provide clients with peace of mind regarding their financial picture so they are able to focus on the things that matter most to them. Since our inception, we have spent numerous hours collaborating with those preparing for retirement and current retirees to better understand the true concerns, aspirations, and desires that lie ahead for late adulthood. I have been named to the Investment News list of “40 Under 40” which features the best professionals among the financial advice industry’s up-and-comers. I have also been repeatedly recognized in Northern Virginia Magazine’s list of Top Financial Advisors. I earned my Master of Business Administration degree from Texas Tech University. I also graduated magna cum laude with a Bachelor of Science in Personal Financial Planning from TTU. Before founding Complete View Financial, I worked in the fee-only financial planning and investment management industry with highly reputable firms on the East Coast. On a personal note, when I am not working with clients, I am with my family, my husband and two daughters. We have our hands full and typically have busy weekends with swim parties, ballet, family visits, and movie nights. We love to travel and are now hoping to pass on that passion to our children. When I do manage to escape for a night, I enjoy trying the best new restaurants which then necessitates being a body pump fanatic at my local gym.

Kyle Martin is a CERTIFIED FINANCIAL PLANNER™ professional with 17 years of industry experience. He is the sole advisor at Kapela and has previously worked at OASIS Wealth Advisors, Mutual Advisors, Horace Mann Companies, and WFG Advisors. In addition to his advisory work, he owns an insurance agency that sells property, casualty, and life insurance. Kapela provides advisory services to individuals, retirement and profit-sharing plans, corporations, and charitable organizations. The firm emphasizes capital preservation, risk management, and goal-based financial planning, incorporating traditional investments alongside cryptocurrency and digital-asset management.

Zachary Willie is a financial advisor at Oakridge Financial Planning LLC in San Antonio, TX. He holds a Series 65 designation and has one year of industry experience. Prior to founding Oakridge Financial Planning in 2025, his work history includes roles at Lithia Motors Inc and various other positions outside the financial advisory field. Oakridge Financial Planning LLC provides personalized financial planning and investment advisory services to individuals, families, small businesses, other business entities, and trusts. The firm offers non-discretionary portfolio management tailored to client goals and reviews accounts monthly and financial plans annually.

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.

Bryce Chandler is the sole advisor at Bentwood Investment Advisory in San Antonio, TX, holding a Series 65 designation with three years of industry experience. He has been the owner and practicing dentist at Chandler Dental Center since 2000 and serves as a volunteer board member for the San Antonio Academy of General Dentistry. Bentwood Investment Advisory provides portfolio management and financial planning services primarily to individual and high-net-worth clients, emphasizing equity exposure along with diversified investment strategies. The firm manages approximately $42 million for a small client base, conducting quarterly account reviews and utilizing a combination of fundamental, quantitative, and technical analysis.

Michael Wright is a financial advisor at Kehlet Capital Management, LLC in San Antonio, TX, holding a Series 65 designation with eight years of industry experience. Prior to founding Kehlet Capital Management in 2016, he worked at Bares Capital Management from 2013 to 2016. Kehlet Capital Management provides discretionary portfolio management to individuals, high-net-worth clients, and institutions, focusing on portfolio construction and asset selection tailored to clients’ goals and risk tolerance. The firm emphasizes fundamental analysis and long-term trading in a concentrated portfolio of domestic micro-cap equities.