Gary Davis

Johnny Salinas is the principal of Salinas Asset Management, LLC and holds a Series 65 credential with two years of industry experience. Prior to founding his firm, he worked at Equitable Advisors, LLC and served with the Texas State Securities Board. In addition to his advisory role, he owns and tutors for Financial Adviser Exam Tutors, LLC during non-trading hours. Salinas Asset Management, LLC is an independent investment adviser serving individual and high-net-worth clients with a small pool of accounts. The firm employs a blend of technical, fundamental, quantitative, and qualitative analysis alongside asset-allocation theory and a barbell strategy, offering multiple model objectives and access to a range of higher-risk instruments and strategies.

Alfredo Felicella is a CFA® charterholder and registered investment advisor with Cypress Lane Advisors in Galveston, TX, bringing two years of industry experience. Prior to founding his firm, he held roles at Imaging Brands, Inc. and other private ventures. Cypress Lane Advisors provides discretionary investment management and financial planning services to individuals, families, trusts, estates, and small-business owners under a fiduciary standard. The firm’s investment approach emphasizes asset allocation with a top-down macroeconomic perspective, utilizing ETFs, no-load mutual funds, and selective individual securities, while integrating traditional investment management with small-business consulting.

Jason Hardcastle is a Series 66 licensed financial advisor with eight years of industry experience, currently affiliated with Sanctuary Advisors, LLC. He has worked at Edward Jones since 2017 and previously held positions at the University of Texas Medical Branch. Outside of his advisory role, Hardcastle serves on several boards in Galveston, including Galveston Urban Ministries as Board President and the Galveston Park Board of Trustees, and he holds passive ownership in a local neighborhood wine and general store, Empouria, LLC. Sanctuary Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, and charitable organizations. The firm offers customized investment programs through various account types and utilizes a network of sub-advisors and third-party platforms to implement distinct investment strategies.

Gabriel Gulotta is a financial advisor with PNC Wealth Management in Galveston, TX, holding Series 63 and Series 65 registrations and bringing 21 years of industry experience. His prior roles include positions at BBVA Wealth Solutions, BBVA Securities, Compass Bank, and BBVA Compass Insurance Agency. He also worked with the International Longshoremen's Association for ten years. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a discretionary, invitation-only digital portfolio solution that uses algorithmic risk assessment and primarily invests in mutual funds and ETFs with annual rebalancing.

Chali Hachtel is a financial advisor at TIAA-CREF with 14 years of industry experience. She holds Series 63 and Series 66 licenses and has been with TIAA-CREF since 2011. Outside of her advisory role, she is a rental property owner. TIAA-CREF Individual & Institutional Services, LLC provides financial planning, discretionary managed account programs, and broker-dealer services to individuals and various entities, often serving clients with pre-existing relationships through TIAA-administered employer retirement plans. The firm offers a range of advisory services, including model-based and customized portfolio management, and acts as adviser to a donor-advised fund.

Marcia Brassieur is a financial advisor with Merrill based in Galveston, TX, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. She has been with Merrill since 1986 and also has experience with Bank of America, N.A. since 2011. Outside of her advisory role, she serves as a director on the board of a family-held consulting business, J-Tech, LLC. Merrill serves a broad range of clients including individuals, retirement plans, corporations, and institutional clients by providing managed account programs, third-party manager selection, discretionary portfolio management, brokerage execution, and custody services. The firm offers multiple investment program strategies and maintains integration with Bank of America affiliates to support trading, lending, and capital markets activities.