Justin Scott Krider

Marc Ortega is a financial advisor at MDO Financial Planning, LLC in Edinburg, TX, holding a Series 65 designation with three years of industry experience. He has worked at MDO Financial Planning since 2022 and has been employed by Edinburg CISD since 2010. Ortega is also a licensed insurance agent. MDO Financial Planning is an independent, single-advisor registered investment adviser serving primarily individual clients with discretionary portfolio management and written financial planning. The firm employs a long-term trading strategy using various analytic methods and requires clients to custody assets with Altruist.

Deandris Watts is a financial advisor at Vesica Wealth Acquisition in McAllen, TX, with one year of industry experience. He holds Series 63 and Series 66 designations. Prior to his current role, he worked at MML Investors Services LLC and Mass Mutual Life Insurance Company, and spent five years at Marksman Shipping. Outside of advising, he is involved in developing a fintech application. Vesica Wealth Acquisition provides non-discretionary investment advisory services and financial planning to individuals, families, and small business owners. The firm offers a range of services including hourly and project-based planning, subscription trade alerts, and insurance referrals, emphasizing fundamental analysis and long-term asset allocation tailored to client goals and risk tolerance.

James Palumbo is a financial advisor with Global Wealth, LLC in Colorado Springs, CO, holding a Series 63 designation and 30 years of industry experience. He previously worked at Oxford Asset Management, LLC for 23 years and Dynamic Advisor Solutions, LLC for 4 years. In addition to advising, he is an author and publisher of six books and serves in volunteer leadership roles for several nonprofit organizations. Global Wealth, LLC provides portfolio management and financial planning services to individuals, households, corporations, and charitable organizations. The firm uses client-specific investment policies and a combination of fundamental and technical analysis along with Modern Portfolio Theory to manage approximately $14.9 million in discretionary assets.

Rolando Perez Jr. is the sole advisor at Animus Wealth Management, LLC, based in McAllen, TX. He holds Series 63 and Series 66 designations and has 10 years of industry experience. His background includes roles at New York Life Insurance Company, NYLIFE Securities, and Eagle Strategies, among others. Outside of advising, he is involved as a managing member of REA General Contractors LLC and serves as an officer of Percisne Consulting LLC, which consults in the small-scale manufacturing textile industry. Animus Wealth Management serves individuals, nonprofit organizations, retirement plans, and corporate clients. The firm employs fundamental analysis and modern portfolio theory to build diversified portfolios and manages approximately $12 million on a non-discretionary basis while also monitoring third-party money managers.

James Reyna is a financial advisor with Walter J. Reyna, Inc. in McAllen, TX, holding Series 63 and Series 65 licenses and 27 years of industry experience. He has worked at J.W. Cole Financial, Inc., Walter J. Reyna, Inc., Lincoln Financial Securities Corp., and Renya Financial. Outside of advisory work, he is a partner at Efraim James, LLC, a real estate development business where he manages accounting and materials selection. Walter J. Reyna, Inc. provides discretionary and non-discretionary investment management, financial planning, and pension consulting to individuals, high-net-worth clients, trusts, and retirement plans. The firm employs a fundamentally driven, risk-focused investment approach using primarily exchange-traded funds and offers ongoing portfolio monitoring and advisory services.

Sergio Garcia is a financial advisor at Endurance Financial Planning, LLC with nine years of industry experience. He holds a Series 65 designation and has held roles at Whitewing Financial Consulting LLC, Interactive Tax Planning LLC, and Tranquility Financial Planning, LLC. Garcia is also a Clinical Associate Professor at The University of Texas - Rio Grande Valley and provides econometric consulting and expert witness testimony through Whitewing Analytics. Endurance Financial Planning serves individual clients, including high-net-worth households, pension and profit-sharing plans, charities, and businesses. The firm uses a primarily passive investment approach with portfolios built from index mutual funds and ETFs, offering discretionary wealth management and comprehensive financial planning tailored to clients’ financial situations and risk tolerances.