Raul Antonio Gomez Jr.

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.

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.