Michael Mezmar

Moises Rodriguez is a Series 65-licensed advisor at nVest Advisors, LLC with two years of industry experience. He previously worked at Craig Nieschwietz & Associates and has earlier experience at Taso and Brehm, Havel & Co. nVest Advisors, LLC provides fiduciary investment management and financial planning to individuals, families, trusts, small businesses, and employer-sponsored retirement plans, utilizing a combination of fundamental analysis, quantitative modeling, and portfolio optimization to manage risk-based investment models. The firm also serves as a sub-adviser to other RIAs and offers both discretionary and non-discretionary management alongside standalone planning services.

William Reed is a financial advisor at First Financial Coaching, Inc. in Harlingen, TX, with 29 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Triad Advisors, Inc. from 2010 to 2017. Outside of advising, Reed serves as president of a municipal utility district board. First Financial Coaching, Inc. provides investment advisory services, retirement plan consulting, and financial education to individuals, families, business owners, and corporations. The firm delivers primarily non-discretionary investment advice and partners with a third-party asset manager for discretionary portfolio management, while emphasizing financial education and analysis.

Mathew Reed is a Series 65-licensed advisor with First Financial Coaching, Inc. in Harlingen, TX, and has two years of industry experience. Prior to joining First Financial Coaching, he held roles at Vincero, Champion Teamwear, and several other companies. Outside of his advisory work, he is involved in a pizza sales and delivery business in Brownsville, TX. First Financial Coaching serves individuals, families, business owners, and corporate clients by providing non-discretionary investment advisory, retirement plan consulting, financial education, and financial analysis services. The firm typically arranges discretionary management through a co-advisory relationship with an independent manager and emphasizes client approval for transactions and ongoing monitoring.

Janet Harrington is a financial advisor with First Financial Coaching, Inc. in Harlingen, TX, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. She has been with First Financial Coaching since 2010 and previously worked at Triad Advisors, Inc. Harrington is also an insurance agent specializing in life and long-term care insurance. First Financial Coaching, Inc. serves individuals, families, business owners, and corporations by providing investment advisory services, retirement plan consulting, and financial education. The firm offers non-discretionary investment advice and partners with a third-party asset manager for discretionary portfolio management, emphasizing investment education and financial analysis.

John Little IV is a financial advisor with Virtue Capital Management, LLC, holding Series 63 and Series 65 credentials and bringing 21 years of industry experience. He previously worked at Horter Investment Management and operates two insurance-related businesses focused on fixed insurance products and management. Virtue Capital Management serves individuals, trusts, estates, charitable organizations, corporations, qualified retirement plans, and other advisers. The firm customizes portfolios using tactical, strategic, and dynamic approaches and delivers advice through a multi-team model with ongoing monitoring, reporting, and client education.

Jose Martinez is a CFP® credentialed financial advisor at PNC Wealth Management with 16 years of industry experience. He has worked at several firms, including BBVA Wealth Solutions Inc. and Compass Bank. Outside of his advisory role, he is involved with JNV Gifts in a non-investment capacity. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital offering that uses algorithmic risk assessment and approved model strategies executed with mutual funds and ETFs.