Kimberly S Pendergraft

Gary Hannah is the principal advisor at GNH CHFC Advisory Services in Corpus Christi, TX, with 25 years of industry experience. He holds the ChFC® designation as well as Series 63 and 65 licenses and has been self-employed since 1985. He is also appointed with various life, accident, and health insurance companies. GNH CHFC Advisory Services operates as an independent firm that refers prospective clients to third-party registered investment advisers offering pooled vehicles and managed account programs. The firm does not manage client assets directly but provides client information and disclosures to support selection among multiple large institutional managers.

Christopher Mcmahan is a financial advisor at Oak Tree Wealth Management in Corpus Christi, TX, holding a Series 65 credential with three years of industry experience. His prior work includes roles at New York Life Insurance Company and Medivita Health. Oak Tree Wealth Management provides discretionary asset management and financial planning to individuals and small businesses, including management of 403(b) retirement accounts through a Fidelity platform. The firm utilizes fundamental, technical, and cyclical analysis to develop client-specific investment policies and offers regular public seminars and workshops at no charge.

Nathan Hardin is a financial advisor with JMJRG, Inc. dba Strategic Wealth Management Group, holding Series 63 and Series 65 licenses and possessing nine years of industry experience. Prior to joining Strategic Wealth Management Group in 2020, he worked at W&S Brokerage Services and Western & Southern Life from 2014 to 2019. Outside of his advisory role, Hardin serves as the music director for Rock City Church. Strategic Wealth Management Group provides portfolio management, pension consulting, and financial planning services to individual, high-net-worth, and retirement plan clients. The firm employs a combination of fundamental, technical, cyclical, and economic analysis to manage discretionary portfolios across a range of asset classes.

Phillip Plant is a financial advisor with Springwater Advisors, LLC in Corpus Christi, TX, holding Series 63 and Series 65 licenses and bringing 54 years of industry experience. He has been with Springwater Advisors since 2009 and has longstanding involvement with Herndon Plant Oakley firms since the late 1990s. Plant serves as a board member and managing partner for several investment-related entities. Springwater Advisors provides discretionary portfolio management, consulting, and comprehensive financial and estate planning services to individuals, families, high-net-worth clients, and charitable organizations. The firm employs diverse investment strategies including fundamental, technical, and cyclical analysis, and utilizes sub-manager selection as part of its portfolio management approach.

Kelly Shields is a financial advisor at Tidmore Retirement Planning Specialists in Port Aransas, TX. She holds a Series 65 license and has been with Tidmore since 2026. Prior to her current role, she worked at Abbott and St. Jude Medical. Tidmore Retirement Planning Specialists advises ERISA-qualified retirement plan sponsors and individual investors, offering fiduciary governance, plan-level consulting, and investment management. The firm uses a blend of analytical methods and provides discretionary ERISA 3(38) fiduciary services, combining plan fiduciary services with co-advisory arrangements to serve a diverse client base.

Martin Schoonover is the sole advisor at Oak Tree Wealth Management in Corpus Christi, TX, holding Series 63 and Series 65 licenses with 18 years of industry experience. He founded Oak Tree Wealth Management in 2012. Outside of advisory work, Schoonover owns and operates Texan Autoplex, an auto dealership, and is a licensed insurance agent selling life, health, annuities, and other insurance products. Oak Tree Wealth Management provides fee-based discretionary portfolio management, financial planning, and consulting services primarily to individuals and small businesses. The firm uses customized investment policies and a mix of fundamental, technical, and cyclical analysis to manage approximately $12.7 million in discretionary assets.