Sergio Rodriguez

Eldon Brown is a CFP® with 21 years of industry experience, currently serving at Brown Financial Group in Del Rio, TX. He has been with Wealth Financial Advisory Services, LLC since 2016 and has worked with Brown Financial Group since 2013. Outside of his advisory work, he is also a licensed insurance agent. Brown Financial Group advises individuals, high-net-worth clients, and pension/profit-sharing plans, providing portfolio management, financial planning, and pension consulting. The firm manages around $21.1 million across about 119 accounts and utilizes modern portfolio theory with long-term trading strategies, maintaining tailored or model portfolios and conducting at least annual account reviews.

Michelle Brown is a financial advisor at Brown Financial Group in Del Rio, TX, holding a Series 65 designation with 12 years of industry experience. She has served at Wealth Financial Advisory Services, LLC since 2016 and has been associated with MEB Financial Group, LLC, dba Brown Financial Group, since 2003. Brown is also an insurance agent licensed to sell annuity and insurance products. Brown Financial Group advises individuals, high-net-worth clients, and pension/profit-sharing plans, providing portfolio management, financial planning, and pension consulting. The firm uses a modern portfolio theory approach with tailored or model portfolios and offers recommendations while clients retain trading authority.

Gilbert Mercado is a financial advisor with Money Concepts Capital Corp in Delrio, TX, holding Series 63 and Series 65 credentials and 19 years of industry experience. He has been with Money Concepts Capital Corp since 2006 and previously operated El Toston Puerto Rican Food LLC. Outside of advisory work, he is involved in several business activities including serving as president of Money Link Financial Services Inc and Amistad Taxes Plus, owning Dos Aguilas and Associates LLC for advisor mentoring, and Mastery Alliance LLC, a continuing education provider. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting services to individuals, retirement plans, trusts, charitable organizations, and corporations. The firm manages multiple programs using a combination of model portfolios, IAR-designed portfolios, and third-party sub-advisers, applying fundamental and technical analysis alongside modern portfolio theory.

Scott Mann is a financial advisor with First Command Advisory Services in Del Rio, Texas, holding Series 63 and Series 65 licenses with one year of industry experience. Prior to his advisory role, he worked in landscaping and crane operations and has experience with several First Command affiliated entities. Outside of finance, he was involved in managing Two Brothers Landscaping and Trees LLC from 2020 to 2024. First Command serves a diverse client base including individuals, high-net-worth, corporate, and charitable clients through financial planning, discretionary asset management, brokerage, insurance, and banking services. The firm offers a structured Tailored Professional Services engagement and manages model portfolios via an in-house Investment Management Team, with a particular focus on advisor-led, face-to-face financial coaching.

Nguyen Hoang Anh Vo is a financial advisor at First Command Advisory Services with Series 63 and Series 65 credentials and one year of industry experience. Prior to joining First Command, Nguyen held roles at Clear Label, Tokyo Global Gateway, and Mitsubishi Fuso Truck and Bus Corporation. First Command serves a diverse client base, including individual, high-net-worth, corporate, and charitable clients, offering financial planning, discretionary asset management, brokerage, insurance, and banking products through affiliated entities. The firm’s approach includes face-to-face financial coaching and structured 12-month Tailored Professional Services engagements, supported by an in-house Investment Management Team that manages discretionary model portfolios.

George Oliva is a financial advisor at Edward Jones with 13 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and corporate entities. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs and investment strategies supported by a nationwide network of more than 23,700 advisors.