Benny Ynfante

Shana Hofmeister is a financial advisor at Investment Strategies, L.L.C. in Corpus Christi, TX, with 20 years of industry experience. She holds a Series 66 designation and has worked with multiple firms, including Besch, LLC and United Planners' Financial Services. Outside of finance, she is involved in oil and gas exploration as a partner in South Bluff Oil and Gas Partnership and manages Fowler Station, LLC, which focuses on cattle grazing, wildlife management, and potential olive orchard development. Investment Strategies, LLC provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, and select business entities. The firm employs a combination of fundamental, technical, and cyclical analysis and utilizes a range of investment strategies, including options and derivatives, supported by a two-person advisory team offering multidisciplinary planning.

Dorothy Fowler is a financial advisor with Investment Strategies, L.L.C. in Corpus Christi, TX, holding a Series 66 designation and bringing 26 years of industry experience. She has been with Investment Strategies, LLC since 2011 and United Planners' Financial Services since 2012. Outside of advising, she is involved in cattle grazing and wildlife management through Fowler Station, LLC. Investment Strategies, LLC provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, and select business entities. The firm employs a range of strategies including fundamental, technical, and cyclical analysis, as well as options and derivative strategies, supported by a two-person advisory team serving a small client base.

Steven King is a financial advisor with TCFG Investment Advisors, LLC, holding a Series 66 designation and eight years of industry experience. His prior work includes roles at Edward Jones and Bank of America/Merrill Lynch. Outside of financial advising, he owns and operates an e-commerce business and works as an Uber driver. TCFG Investment Advisors provides investment advisory and planning services to a diverse client base, including high-net-worth individuals, profit-sharing plans, charitable organizations, and corporations. The firm employs a variety of investment strategies and offers both discretionary and non-discretionary portfolio management.

Sandra Aguilar is a financial advisor at MissionSquare Retirement with 24 years of industry experience. She holds Series 63 and Series 65 credentials and has been with ICMA Retirement Corporation since 2001. MissionSquare Retirement serves state and local government employers, their employees, and certain nonprofit entities by administering deferred compensation and qualified retirement plans, offering plan administration, recordkeeping, education, and Guided Pathways Advisory Services. The firm’s investment advice and model portfolios are developed by Morningstar Investment Management and are delivered through multiple channels, supporting over 40,000 participants with an integrated multi-team structure.

Charles Vanaman is a financial advisor with Empower Advisory Group, holding Series 63 and Series 66 licenses and seven years of industry experience. His prior roles include positions at GWFS Equities, Inc. and various Northwestern Mutual entities. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm offers integrated services through its recordkeeping and administrative platforms, focusing on long-term portfolio returns and annual rebalancing.

John Nabergall II is a financial advisor at Independent Financial Group, LLC with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at firms including Wunderlich Securities, Inc., Ameriprise Financial Services, Inc., FSC Securities Corporation, and OSAIC. He is also an officer and director of Naberhood Financial Services, a marketing DBA related to investment services. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser offering brokerage, portfolio management, financial planning, and retirement plan services to individuals, charities, corporations, and plan sponsors. The firm manages approximately $11.3 billion in regulatory assets and distributes advisory services through a national network of Investment Adviser Representatives using multiple program options and third-party managers.