Lance Woodburn

Rolando Perez is a financial advisor with Animus Wealth Management, LLC, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. His background includes roles at New York Life Insurance Company and NYLife Securities LLC, as well as managing member responsibilities at REA General Contractors LLC and consulting in the textile manufacturing sector through Percisne Consulting LLC. Animus Wealth Management, LLC is a single-advisor registered investment adviser providing asset management, financial planning, and retirement-plan consulting to a diverse client base that includes individuals, high-net-worth clients, nonprofits, pension and profit-sharing plans, governmental entities, other RIAs, and businesses. The firm employs fundamental analysis and modern portfolio theory, offering tailored investment policy statements, ongoing supervision, and may recommend third-party money managers, with a notable focus on retirement-plan fiduciary services.

Sergio Garcia is a financial advisor at Endurance Financial Planning, LLC with nine years of industry experience. He holds a Series 65 credential and has worked at several firms including Whitewing Financial Consulting LLC and Interactive Tax Planning LLC. Garcia is also a Clinical Associate Professor at The University of Texas - Rio Grande Valley. Endurance Financial Planning serves individuals, including high-net-worth clients, ERISA plans, charitable organizations, and businesses. The firm primarily follows a passive investment approach using diversified portfolios of index mutual funds and ETFs, offering discretionary wealth management and comprehensive financial planning services.

Rosa Ybarra is a CFP® with 12 years of industry experience, currently serving at Endurance Financial Planning, LLC. She has held roles at several firms, including Rosewood Financial Consulting LLC and Interactive Tax Planning LLC, where she provides tax preparation and planning services. Ybarra also worked at Hidalgo County Appraisal District and Pendergrass, Johnson & Smith Services earlier in her career. Endurance Financial Planning serves individuals, ERISA plans, charitable organizations, and businesses with a focus on passive investment strategies using diversified portfolios of index mutual funds and ETFs. The firm offers discretionary wealth and portfolio management as well as comprehensive financial planning services.

Jose Cadena is a financial advisor at Endurance Financial Planning, LLC with four years of industry experience. He holds a Series 65 designation and has worked at Endurance Financial Planning since 2021. Prior to his current role, he has experience in the healthcare sector, including positions at Rio Grande Regional Hospital, South Texas Health Systems, and DHR Health. Endurance Financial Planning serves individuals, including high-net-worth clients, ERISA plans, charitable organizations, and businesses. The firm primarily employs a passive investment approach using diversified portfolios of index mutual funds and ETFs, offering discretionary wealth management and standalone comprehensive financial planning services.

Rafael Jimenez Padron is a financial advisor at Idylian Capital with a Series 65 designation and five years of industry experience. Prior to joining Idylian Capital in 2021, he worked at the Central Bank of Mexico from 2012 to 2021. He also operates as an independent consultant specializing in quantitative financial solutions. Idylian Capital provides discretionary asset management and advisory services to pooled investment vehicles, family offices, and high-net-worth individuals. The firm manages portfolios across multiple asset classes using modern portfolio theory and customizes recommendations based on each client’s financial profile.

Antonio Silva Murillo is a financial advisor at Idylian Capital with Series 65 credentials and five years of industry experience. His prior roles include positions at Morningstar Investment Management, London Business School, and the Central Bank of Mexico. Outside of his advisory work, he is self-employed managing a rental property in Mexico. Idylian Capital provides discretionary asset management and advisory services for pooled investment vehicles, family offices, and high-net-worth individuals. The firm manages portfolios using a range of asset classes and employs modern portfolio theory, tailoring investment strategies to client financial profiles.