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Gary Hannah is the principal advisor at GNH CHFC Advisory Services in Corpus Christi, TX, with 25 years of industry experience. He holds the ChFC® designation as well as Series 63 and 65 licenses and has been self-employed since 1985. He is also appointed with various life, accident, and health insurance companies. GNH CHFC Advisory Services operates as an independent firm that refers prospective clients to third-party registered investment advisers offering pooled vehicles and managed account programs. The firm does not manage client assets directly but provides client information and disclosures to support selection among multiple large institutional managers.

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.

Hayden Clish is a financial advisor at Larson Financial Group, LLC with a Series 66 designation and one year of industry experience. His prior roles include positions at Gold Edge Federal, fullcircleHR, and the University of Maryland School of Architecture. Larson Financial Group, LLC provides financial planning, portfolio management, and retirement-plan consulting to individuals, trusts, corporations, nonprofits, and pension plans, with a focus on doctors and related businesses. The firm uses a combination of model portfolios and custom discretionary programs employing both strategic and tactical approaches, and it incorporates AI-assisted tools alongside human review in its advisory process.

Jon Skoruppa is a financial advisor at Mutual of Omaha Investor Services, Inc. with two years of industry experience. He holds Series 63 and Series 65 licenses. Outside of advisory work, he is also an insurance agent specializing in life, health, annuity, disability, critical illness, fixed annuity, and long-term care insurance. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement plan consulting. The firm leverages platform relationships with Envestnet and Pershing to deliver managed solutions and typically recommends MOIS-approved model portfolios and third-party managers.

Steven King is a financial advisor with TCFG Investment Advisors, LLC, holding a Series 66 designation and nine years of industry experience. His prior roles include positions at Edward Jones and Bank of America/Merrill Lynch. Outside of advising, he is president and owner of an e-commerce business and works as an Uber driver in Corpus Christi, TX. TCFG Investment Advisors manages approximately $639 million in client assets across 29 advisors, serving individuals, profit-sharing plans, charities, and businesses. The firm offers discretionary and non-discretionary portfolio management, financial planning, and consulting services, utilizing a variety of analytical strategies and conducting at least annual portfolio reviews.