Joshua Wilson

Benny Ynfante is a financial advisor at Rook Strategies Wealth Management, PLLC with seven years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Mutual of Omaha Investor Services and Mutual of Omaha Insurance Company. In addition to his advisory role, he is an insurance agent specializing in life, health, and fixed annuities. Rook Strategies Wealth Management serves individuals, including high-net-worth clients, and businesses by providing portfolio management, financial planning, and consulting. The firm manages approximately $5 million in client assets across a range of investment types, emphasizing non-discretionary client arrangements and integrating held-away retirement accounts into its portfolio oversight.

Michael Bowden is a financial advisor with VOYA Financial Advisors, Inc. He holds a Series 66 designation and has 27 years of industry experience. Bowden has worked at VOYA Financial Advisors since 2014 and is also associated with Glaser Financial, where he has been involved in marketing securities and insurance products since 2000. VOYA Financial Advisors, Inc. provides investment advisory, brokerage, financial planning, and retirement plan services to a diverse client base, including individuals, charitable organizations, corporations, and plan sponsors. The firm offers a range of adviser-led programs and combines an advisory platform with an active broker-dealer distribution model and an extensive affiliate network.

Richard Glaser is a financial advisor with VOYA Financial Advisors, Inc. He holds a Series 63 designation and has 40 years of industry experience. Prior to joining VOYA in 2014, he founded and continues to operate Glaser Financial. He is also the owner and proprietor of The Whitetail Hunting Lodge, a local hunting lodge in Corpus Christi, Texas. VOYA Financial Advisors, Inc. provides investment advisory, brokerage, financial planning, and retirement plan services to a diverse client base including individuals, charitable organizations, corporations, and plan sponsors. The firm offers a range of adviser-led programs and combines an advisory platform with an active broker-dealer distribution model and an extensive affiliate ecosystem.

Hector Mendoza Martinez is a CFA® charterholder and holds a Series 66 license with one year of industry experience. He has been with Edward Jones since 2025 and previously worked at Deloitte Tax LLP for 13 years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices, and provides services under a fiduciary standard.

Joseph Richter is a financial advisor at Edward Jones in Corpus Christi, TX with 18 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices, and manages approximately $1.01 trillion in assets under management.

Ashley Brown is a financial advisor with Edward Jones in Corpus Christi, TX, holding a Series 66 designation and five years of industry experience. Prior to joining Edward Jones in 2020, she worked at Ironwood Finance, American Income Life Insurance, and was an independent consultant for Rodan + Fields. She assists with administrative tasks for a construction business owned by her husband. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,000 financial advisors.