Moises Garza Rodriguez

Leonardo Walss is a financial advisor at Valley Regional Capital Management LLC with 16 years of industry experience. He holds Series 65 and Series 66 credentials and has worked at firms including Gagni Asset Management LLC, Transpecos Banks, Acelity, and Equitable Advisors. Outside of his advisory role, he serves as an assistant vice president at Transpecos Bank, a position not related to investment activities. Valley Regional Capital Management LLC is an independent advisory firm serving individual clients, including high-net-worth individuals. The firm employs fundamental, technical, and quantitative analysis in its investment approach, utilizing a combination of long-term trading and options strategies tailored to documented client risk tolerances.

Donald Henderson is the sole advisor at Henderson Capital & Wealth Management, LLC in Brownsville, TX. He holds Series 63 and Series 66 licenses and has 22 years of industry experience, including 19 years leading his current firm. Henderson Capital & Wealth Management offers investment management, financial planning, and consulting services to individuals, pension and profit-sharing plans, and business entities. The firm’s investment approach integrates macroeconomic and asset-allocation analysis with fundamental, technical, and cyclical methods, managing portfolios across a range of asset classes on both discretionary and non-discretionary bases.

Hector Valdez is a financial advisor at FMSA with one year of industry experience. He holds a Series 65 designation and has prior work history with HSO, SAGlobal, and XAPT Corporation. Outside of his advisory role, he serves as CEO of Aetherworks Inc, a company focused on carbon capture technology. FMSA is a privately owned registered investment adviser serving individual and high-net-worth clients, corporate pension and profit-sharing plans, municipalities, and trust programs. The firm employs a fundamental, research-driven investment approach and offers discretionary portfolio management and comprehensive financial planning across a broad range of securities and products.

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.

Tomas Esteve is a financial advisor at Bolton Securities Corporation with 33 years of industry experience. He holds Series 63 and Series 65 designations and has been with Bolton Global Asset Management and Bolton Global Capital since 2008. Outside of his advisory role, he is co-owner and manager of GMFE Group, LLC, which operates securities, investment advisory, and insurance businesses. Bolton Global Asset Management provides discretionary and non-discretionary asset management and financial planning services to a diverse client base, including individuals, high-net-worth investors, charitable organizations, corporations, retirement plans, and banks. The firm employs an IAR-driven approach that tailors portfolios using mutual funds, ETFs, equities, and fixed-income securities with a generally long-term orientation while allowing tactical trading and rebalancing.

Flavio Gonzalez is a financial advisor with Bolton Securities Corporation, holding Series 63 and Series 65 credentials and 39 years of industry experience. He has worked at Bolton Global Asset Management and Bolton Global Capital since 2008 and previously spent 21 years at Merrill. Gonzalez is co-owner of GMFE Group, LLC, operating securities, investment advisory, and insurance businesses, and serves as Managing Director of Bolton Global Asset Management under the GEF Financial Group name. Bolton Global Asset Management provides asset management and financial planning services to individual, corporate, institutional, and charitable clients. The firm offers customized wealth management through a network of independent advisers, employing various asset management programs and focusing on a long-term investment approach with a diversified portfolio construction.