Juanita Rowan Finley

Thomas Badgett is a financial advisor at Gulf Coast RIA with 24 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Gulf Coast RIA since 2022. Prior to this, he spent ten years at MoneyBlock and has served as president of Bay Area Asset Management for over two decades. Outside of finance, he is involved in non-investment related sales activities with Gulf Coast Truck & Equipment and Bay Area Firearms, Inc. Gulf Coast RIA is a state-registered investment adviser providing portfolio management to individual investors, high-net-worth clients, and various institutions. The firm employs an asset-allocation driven approach that integrates fundamental and technical analysis with systematic tools and actively managed strategies.

I am a CERTIFIED FINANCIAL PLANNER™ professional who helps pre‑retirees gain the clarity and confidence they need to step into (early) retirement with purpose. Through my firm, A Small Investment, I guide clients in organizing their finances, planning sustainable retirement income, and making values based decisions that support both their lifestyle and legacy. With more than 15 years of experience, I am known for simplifying complex financial topics so clients can make informed choices without feeling overwhelmed. My commitment to unbiased, stewardship, and focused guidance began after witnessing the impact of conflicted advice early in my financial life. A turning point that shaped my belief that people deserve transparent, trustworthy planning. Today, I serve as a steady guide for those preparing for retirement or exploring work optional living. My mission is to help you do that on purpose, with peace of mind and financial clarity that supports the life and legacy you are building.

Ledell Johnson is a financial advisor at JI Financial Services, LLC with 14 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Lincoln Financial Securities and USA Financial Securities. Outside of his advisory role, he operates as an independent insurance agent and is involved in mineral leasing and real estate activities. JI Financial Services, LLC is an independent investment adviser serving individual and high-net-worth clients through portfolio management and financial planning. The firm employs fundamental analysis with a combination of long- and short-term strategies, primarily managing client assets on a non-discretionary basis.

Cesar Olivares is a financial advisor with International Assets Investment Management, LLC, holding a Series 66 designation and 19 years of industry experience. His prior roles include positions at LPL Financial and SWBC Investment Company. International Assets Investment Management provides advisory services to individuals, high-net-worth clients, retirement plans, and corporations through a national network of independent representatives. The firm offers customized, long-term portfolio strategies using mutual funds, ETFs, equities, and fixed income, and may utilize third-party managers or wrap programs as part of its investment approach.

David Obenberger is a financial advisor with Geneos Wealth Management, Inc. in Deer Park, TX, holding a Series 66 designation and 21 years of industry experience. He has worked at Geneos Wealth Management since 2007 and at Rockwell Wealth Management since 2013. Outside of advisory work, he is an independent representative with various insurance carriers for fixed products. Geneos Wealth Management serves a diverse client base including individuals, trusts, estates, pension plans, corporations, and charitable organizations through financial planning, investment advisory, and brokerage services. The firm employs multiple analytic approaches and offers customizable portfolios, combining continuous account monitoring with discretionary trading authority.

Kyle Pledger is a CFP® professional with eight years of industry experience, currently serving as an advisor at Avantax Planning Partners, Inc. He has held roles at Cetera Wealth Services, Avantax Investment Services, and Davis & Associates CPA Firm, where he also provides support for financial planning and research. In addition to his advisory work, Pledger is involved with Integrated Tax and Wealth Strategies as a financial analyst and serves as an associate financial planner at BCOR Administrative Services, focusing on financial plan creation and client relationship management. Avantax Planning Partners provides investment advice and planning primarily to individuals, pension and profit-sharing plans, charitable organizations, and businesses through collaborative arrangements with independent CPA firms and registered advisor representatives. The firm utilizes model-based style allocation strategies and discretionary portfolio management, supported by a structured investment process overseen by an Investment Advisory Committee.