Stone Oak Wealth Management, LLC

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.