Jose Velez

Leonardo Walss is an independent financial advisor at Valley Regional Capital Management LLC with 15 years of industry experience. He holds Series 65 and Series 66 credentials and has worked at Gagni Asset Management LLC, Transpecos Banks, and Acelity. Outside of advisory services, he serves as an assistant vice president at Transpecos Bank in San Antonio, TX. Valley Regional Capital Management LLC provides portfolio management services primarily to individual and high-net-worth clients. The firm uses a combination of fundamental, technical, and quantitative analysis, employing long-term and options trading strategies tailored to documented client risk tolerances.

Donald Henderson is the sole advisor at Henderson Capital & Wealth Management, LLC in Brownsville, TX. He holds Series 63 and Series 66 licenses and has 22 years of industry experience, including 19 years leading his current firm. Henderson Capital & Wealth Management offers investment management, financial planning, and consulting services to individuals, pension and profit-sharing plans, and business entities. The firm’s investment approach integrates macroeconomic and asset-allocation analysis with fundamental, technical, and cyclical methods, managing portfolios across a range of asset classes on both discretionary and non-discretionary bases.

Moises Rodriguez is a financial advisor at nVest Advisors, LLC with one year of industry experience. He holds a Series 65 designation and has worked previously at Craig Nieschwietz & Associates, Taso, and Brehm, Havel & Co. nVest Advisors serves individual investors, high net worth clients, small businesses, and employer-sponsored retirement plans, providing fiduciary investment management and financial planning along with ERISA 3(21) and 3(38) plan advisory services. The firm operates primarily as a virtual practice and uses a risk-averse, data-driven investment approach combining broad diversification, low-cost passive ETFs, and proprietary models reviewed quarterly.

Hector Valdez is a financial advisor at FMSA with one year of industry experience. He holds a Series 65 designation and has prior work history with HSO, SAGlobal, and XAPT Corporation. Outside of his advisory role, he serves as CEO of Aetherworks Inc, a company focused on carbon capture technology. FMSA is a privately owned registered investment adviser serving individual and high-net-worth clients, corporate pension and profit-sharing plans, municipalities, and trust programs. The firm employs a fundamental, research-driven investment approach and offers discretionary portfolio management and comprehensive financial planning across a broad range of securities and products.

Tomas Esteve is a financial advisor at Bolton Securities Corporation with 33 years of industry experience. He holds Series 63 and Series 65 designations and has been with Bolton Global Asset Management and Bolton Global Capital since 2008. Outside of his advisory role, he is co-owner and manager of GMFE Group, LLC, which operates securities, investment advisory, and insurance businesses. Bolton Global Asset Management provides discretionary and non-discretionary asset management and financial planning services to a diverse client base, including individuals, high-net-worth investors, charitable organizations, corporations, retirement plans, and banks. The firm employs an IAR-driven approach that tailors portfolios using mutual funds, ETFs, equities, and fixed-income securities with a generally long-term orientation while allowing tactical trading and rebalancing.

Flavio Gonzalez is a financial advisor with Bolton Securities Corporation in Brownsville, TX, holding Series 63 and Series 65 licenses and possessing 38 years of industry experience. He has worked with Bolton Global Asset Management and Bolton Global Capital since 2008. Outside of his advisory roles, Gonzalez is co-owner of GMFE Group, LLC, which operates under the names GEF Financial Group and GEF Insurance, involved in securities, investment advisory, and fixed insurance sales. Bolton Global Asset Management provides discretionary and non-discretionary asset management and financial planning services to a diverse client base, including individuals, high-net-worth investors, charitable organizations, corporations, retirement plans, and banks or trusts. The firm’s IAR-driven approach tailors portfolios using a range of investment vehicles, maintaining a generally long-term orientation while allowing tactical adjustments.