Tomas Alberto Esteve

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.

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.

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.

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.

Humphrey Thomas is a financial advisor at Kovack Advisors, Inc. with 21 years of industry experience. He holds Series 63 and Series 66 registrations and has worked at Kovack Advisors and Kovack Securities since 2012, following five years at Edward Jones. Outside of his advisory role, he is a partner managing a divorce planning firm and participates in local civil service through the North Brownsville Rotary. Kovack Advisors, Inc. is a multi-team registered investment adviser with approximately 260 advisors and over $6 billion in client assets. The firm serves a diverse client base including individuals, pension plans, charitable organizations, and government entities, offering portfolio management, financial planning, and access to sub-advisory programs through a model-based and advisor-managed approach supported by Envestnet.