Lance Emmett Woodburn

Deandris Watts is a financial advisor at Vesica Wealth Acquisition in McAllen, TX. He holds Series 63 and Series 66 licenses and has two years of industry experience, including roles at MML Investors Services LLC and Mass Mutual Life Insurance Company. His background also includes five years with Marksman Shipping. Watts is involved in developing a fintech application as an outside business activity. Vesica Wealth Acquisition provides non-discretionary investment advisory services and financial planning to individuals, families, and small business owners. The firm’s approach centers on fundamental analysis and long-term asset allocation, offering a mix of hourly planning, subscription trade alerts, and portfolio guidance while allowing clients to retain decision authority.

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.

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.

Rosa Ybarra is a CFP® with 13 years of industry experience, currently serving at Endurance Financial Planning, LLC. She manages financial planning and wealth advisory services and also owns Interactive Tax Planning, LLC, where she provides tax return preparation and personal tax advice. Ybarra previously worked with the Hidalgo County Appraisal District and other financial firms. Endurance Financial Planning serves individuals, high-net-worth households, and institutional clients through discretionary wealth management, comprehensive financial planning, and ERISA retirement plan consulting. The firm uses a primarily passive investment strategy focused on index funds and ETFs, tailoring plans to clients’ financial situations and risk tolerances.

Jose Cadena is a financial advisor at Endurance Financial Planning, LLC in McAllen, TX, holding a Series 65 designation with four years of industry experience. He has worked at Endurance Financial Planning since 2021 and has prior experience at Rio Grande Regional Hospital, South Texas Health Systems, and DHR Health. Endurance Financial Planning serves individual clients, including high-net-worth households, as well as pension and profit-sharing plans, charities, and businesses. The firm primarily employs a passive investment approach using index mutual funds and ETFs, offering discretionary wealth management alongside comprehensive financial planning and ERISA retirement plan consulting.

Rafael Jimenez Padron is a financial advisor at Idylian Capital with a Series 65 designation and five years of industry experience. He previously worked at the Central Bank of Mexico for four years and operates as an independent consultant specializing in quantitative financial solutions. Idylian Capital is a small registered investment adviser providing discretionary asset and portfolio management for individuals, high-net-worth clients, family offices, LLCs, and pooled investment vehicles. The firm employs a modern portfolio theory-based approach, utilizing long- and short-term strategies tailored to clients’ financial situations and risk tolerances.