S Harris Financial Group, LLC

Stephanie Harris is a CFP® with 23 years of industry experience, currently serving at S Harris Financial Group, LLC, where she has worked since 2010. Her prior experience includes roles at Raymond James Financial Services Advisors, Inc. from 2002 to 2024. Outside of her advisory work, she is involved as a managing member in several ventures, including Harris Blessings LLC and Just Piddlin' LLC. S Harris Financial Group, LLC advises individuals, high-net-worth clients, families, and retirement plan sponsors, offering discretionary investment management, comprehensive financial planning, and 3(38) retirement plan advisory services. The firm emphasizes a long-term, portfolio-driven approach, combining fundamental and technical analysis to build diversified portfolios tailored to client objectives, and provides specialist consulting such as Certified Divorce Financial Analysis and insurance consulting.

Gary Harris is a financial advisor with S Harris Financial Group, LLC in San Antonio, TX, holding a Series 66 designation and 11 years of industry experience. He previously worked at Raymond James Financial Services Advisors, Inc. and Raymond James Financial Services, Inc. Outside of his advisory role, Harris is involved in several business ventures including managing member positions in asset holding and consulting companies. S Harris Financial Group serves individuals, high-net-worth clients, families, and retirement plan sponsors by providing discretionary investment management, financial planning, and specialized retirement plan advisory services. The firm employs a long-term, portfolio-driven approach combining fundamental and technical analysis to build diversified portfolios, and it offers unique services such as participant education and Certified Divorce Financial Analysis.

Samuel Haager is a CFP® with two years of industry experience, currently serving at S Harris Financial Group, LLC in San Antonio, TX. He previously worked at Raymond James Financial Services Advisors, Inc. and Cantera Capital Partners. Outside of advising, he is also licensed as an insurance agent. S Harris Financial Group advises individuals, high-net-worth clients, families, and retirement plan sponsors, offering discretionary investment management, comprehensive financial planning, and retirement plan advisory services. The firm employs a long-term, portfolio-driven approach incorporating fundamental and technical analysis, and provides specialized consulting including Certified Divorce Financial Analysis and insurance services through a third-party platform.

Gracelyn Snider is a financial advisor at S Harris Financial Group, LLC in San Antonio, TX, holding a Series 65 designation. She joined the firm in 2025 after completing four years at Texas A&M University. S Harris Financial Group advises individuals, high-net-worth clients, families, and retirement plan sponsors, providing discretionary investment management, comprehensive financial planning, and specialist consulting services including Certified Divorce Financial Analysis. The firm follows a long-term, portfolio-driven approach with ongoing account monitoring and rebalancing tailored to client objectives.

Mitchell Byrum is a CFP® and holds a Series 66 license, with eight years of experience in the financial industry. He has worked with Raymond James Financial Services, Inc. and Advisors, Inc., and currently serves at S Harris Financial Group, LLC. Outside of his advisory role, he is also an insurance agent. S Harris Financial Group, LLC provides discretionary investment management, comprehensive financial planning, and retirement plan advisory services to individuals, high-net-worth clients, families, and plan sponsors. The firm employs a long-term, portfolio-driven approach that combines fundamental and technical analysis and includes specialized consulting such as Certified Divorce Financial Analysis and insurance services.

Daniel King is a CFP® with two years of industry experience and is currently an advisor at S Harris Financial Group, LLC in San Antonio, TX. His prior roles include positions at Raymond James Financial Services Advisors, Inc. and Indian Z Stone Ranch, LLC. Outside of advisory work, he is also licensed as an insurance agent, providing insurance sales and servicing. S Harris Financial Group, LLC serves individuals, high-net-worth clients, families, and retirement plan sponsors with discretionary investment management, comprehensive financial planning, and specialized consulting such as Certified Divorce Financial Analysis. The firm employs a long-term, portfolio-driven approach combining fundamental and technical analysis to build diversified portfolios and emphasizes participant education and enrollment support in its retirement plan services.