Charles Vanaman

Gary Hannah is the sole advisor at GNH CHFC Advisory Services in Corpus Christi, TX, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 24 years of industry experience and has been self-employed since 1985, founding his current firm in 2015. In addition to his advisory work, he is appointed with various life, accident, and health insurance companies. GNH CHFC Advisory Services refers prospective clients to third-party registered investment advisers that manage pooled vehicles and institutional strategies, rather than directly managing assets. The firm collects client information to recommend suitable third-party programs and provides related disclosure documents, receiving solicitor fees from these advisers instead of charging clients directly.

Benny Ynfante is a financial advisor at Rook Strategies Wealth Management, PLLC with eight years of industry experience. He has previously worked at Mutual of Omaha Investor Services and Mutual of Omaha Insurance Company. Ynfante holds Series 65 and Series 63 licenses and is also an insurance agent for Mutual of Omaha, specializing in life, health, and fixed annuities. Rook Strategies Wealth Management provides portfolio management, financial planning, and consulting services to individuals and businesses, including high-net-worth clients. The firm manages approximately $5 million in client assets and employs a combination of quantitative and fundamental portfolio construction methods, with a distinctive emphasis on non-discretionary client arrangements and oversight of held-away retirement accounts through the Pontera platform.

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 and has prior work experience in insurance and the arts. Outside of advisory services, he is also licensed as an insurance agent, focusing on life, health, annuity, disability, and long-term care insurance. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans. The firm offers various managed account programs and retirement plan consulting, operating alongside broker-dealer and insurance businesses within the Mutual of Omaha group.