Christopher Mcmahan is a financial advisor at Oak Tree Wealth Management in Corpus Christi, TX, holding a Series 65 designation with two years of industry experience. His prior roles include positions at New York Life Insurance Company and Medivita Health, as well as time spent as a full-time student. Oak Tree Wealth Management offers fee-based discretionary portfolio management, financial planning, and consulting services primarily to individuals and small businesses. The firm uses a combination of fundamental, technical, and cyclical analysis in customized investment programs and manages approximately $12.7 million in discretionary assets across about 58 client relationships.

Nathan Hardin is a financial advisor with JMJRG, Inc. dba Strategic Wealth Management Group, holding Series 63 and Series 65 licenses and possessing nine years of industry experience. Prior to joining Strategic Wealth Management Group in 2020, he worked at W&S Brokerage Services and Western & Southern Life from 2014 to 2019. Outside of his advisory role, Hardin serves as the music director for Rock City Church. Strategic Wealth Management Group provides portfolio management, pension consulting, and financial planning services to individual, high-net-worth, and retirement plan clients. The firm employs a combination of fundamental, technical, cyclical, and economic analysis to manage discretionary portfolios across a range of asset classes.

Phillip Plant is a financial advisor at Springwater Advisors, LLC with over 53 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Springwater Advisors since 2009. Plant also has extensive experience with Herndon Plant Oakley entities, where he has held various roles since 1998. Outside of his advisory work, he serves as a board member and managing partner in multiple investment-related ventures. Springwater Advisors provides discretionary portfolio management, financial and estate planning, and portfolio consulting for individuals, high-net-worth clients, and charitable organizations. The firm employs a diversified investment approach using fundamental, technical, charting, and cyclical analysis, and offers access to sub-managers while managing client accounts on a discretionary basis.

Martin Schoonover is the sole advisor at Oak Tree Wealth Management in Corpus Christi, TX, holding Series 63 and Series 65 licenses with 18 years of industry experience. He founded Oak Tree Wealth Management in 2012. Outside of advisory work, Schoonover owns and operates Texan Autoplex, an auto dealership, and is a licensed insurance agent selling life, health, annuities, and other insurance products. Oak Tree Wealth Management provides fee-based discretionary portfolio management, financial planning, and consulting services primarily to individuals and small businesses. The firm uses customized investment policies and a mix of fundamental, technical, and cyclical analysis to manage approximately $12.7 million in discretionary assets.

Shana Hofmeister is a financial advisor at Investment Strategies, L.L.C. in Corpus Christi, TX, with 20 years of industry experience. She holds a Series 66 designation and has worked with multiple firms, including Besch, LLC and United Planners' Financial Services. Outside of finance, she is involved in oil and gas exploration as a partner in South Bluff Oil and Gas Partnership and manages Fowler Station, LLC, which focuses on cattle grazing, wildlife management, and potential olive orchard development. Investment Strategies, LLC provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, and select business entities. The firm employs a combination of fundamental, technical, and cyclical analysis and utilizes a range of investment strategies, including options and derivatives, supported by a two-person advisory team offering multidisciplinary planning.

Dorothy Fowler is a financial advisor with Investment Strategies, L.L.C. in Corpus Christi, TX, holding a Series 66 designation and bringing 26 years of industry experience. She has been with Investment Strategies, LLC since 2011 and United Planners' Financial Services since 2012. Outside of advising, she is involved in cattle grazing and wildlife management through Fowler Station, LLC. Investment Strategies, LLC provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, and select business entities. The firm employs a range of strategies including fundamental, technical, and cyclical analysis, as well as options and derivative strategies, supported by a two-person advisory team serving a small client base.

Brent Holt is a Certified Financial Planner® with 18 years of industry experience. He is affiliated with Herndon Plant Oakley, Ltd. and has worked previously at Springwater Advisors, LLC and Oxbow Advisors, LLC. Outside of his advisory role, he serves as an independent life insurance agent and is involved with the London ISD Education Foundation, which raises funds to support local education. Herndon Plant Oakley Ltd. provides discretionary portfolio management, financial planning, and consulting services to individuals, high-net-worth families, trusts, charitable organizations, and institutional clients. The firm manages approximately $92.9 million in assets and employs a multi-faceted investment process that includes fundamental, technical, and cyclical analysis across various asset classes.

John Seaman is a CFP® and ChFC® with 46 years of experience in the financial services industry. He is currently with JMJRG, Inc. dba Strategic Wealth Management Group and previously worked at OASIS Wealth Advisors, Mutual Advisors, and Woodbury Financial Services. Outside of advisory work, he is a licensed real estate broker and co-partner in a small residential real estate business. Strategic Wealth Management Group provides portfolio management, pension consulting, and financial planning services to individual and high-net-worth clients as well as retirement plans. The firm uses a combination of fundamental, technical, cyclical, and economic analysis in managing discretionary portfolios across multiple asset classes.

William Davidson is a financial advisor with Davidson Capital Management, Inc., holding a Series 65 designation and 23 years of industry experience. He has been with Davidson Capital Management since 1992, contributing to the firm for over three decades. Davidson Capital Management is a fee-only, SEC-registered investment adviser managing approximately $568 million for around 400 clients, including individuals, charitable organizations, corporations, and defined contribution plans. The firm employs a long-term, quality-oriented investment approach with discretionary portfolio management services tailored to clients’ risk tolerance, time horizon, and liquidity needs.

Michael Sharp is a financial advisor at Stonewater Wealth Management, Inc. in Corpus Christi, TX, with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Stonewater since 2012. Outside of his advisory role, Sharp is involved in financial and mortgage services through his ownership interests in CFO Financial LLC, Money Central Inc, and Bosque Financial, Inc. Stonewater Wealth Management serves individuals, high-net-worth clients, banks, and pension and profit-sharing plans by providing discretionary and non-discretionary portfolio management along with hourly financial planning. The firm develops customized Investment Policy Statements and employs a range of investment vehicles, including mutual funds, equities, fixed income, ETFs, real estate, private placements, and insurance products.

Michael Bunzel is a financial advisor at Stonewater Wealth Management, Inc. in Corpus Christi, TX, with three years of industry experience. He holds a Series 66 designation and previously worked at Intervest International Equities Corp, Raymond James & Associates, and has a background in the pharmaceutical industry. In addition to his advisory role, Bunzel provides tax preparation and planning services through Stonewater Tax Group. Stonewater Wealth Management serves individuals, high-net-worth clients, banks, and pension and profit-sharing plans with discretionary and non-discretionary portfolio management and hourly financial planning. The firm creates individualized Investment Policy Statements and utilizes a range of investment vehicles and analytical methods to manage client portfolios.

Hope Garza is a financial advisor with Stonewater Wealth Management, Inc. in Corpus Christi, TX, holding a Series 65 designation and having five years of industry experience. She has been with Stonewater Wealth Management since 2019. Stonewater Wealth Management serves individuals, high-net-worth clients, banks, and pension and profit-sharing plans by providing discretionary and non-discretionary portfolio management alongside hourly financial planning. The firm creates customized Investment Policy Statements and implements diversified portfolios, reviewing managed accounts regularly using various analytical methods.

Steven King is a financial advisor with TCFG Investment Advisors, LLC, holding a Series 66 designation and eight years of industry experience. His prior work includes roles at Edward Jones and Bank of America/Merrill Lynch. Outside of financial advising, he owns and operates an e-commerce business and works as an Uber driver. TCFG Investment Advisors provides investment advisory and planning services to a diverse client base, including high-net-worth individuals, profit-sharing plans, charitable organizations, and corporations. The firm employs a variety of investment strategies and offers both discretionary and non-discretionary portfolio management.

Richard Bonner is a financial advisor with M. E. Allison & Co., Inc. in San Antonio, TX, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. Prior to joining M. E. Allison & Co. in 2019, he worked at Cetera Advisors LLC for six years. Outside of advising, he has involvement as a bookkeeper for mineral interest royalties. M. E. Allison & Co., Inc. serves individuals, trusts and estates, bank trust departments, corporations, and retirement plans, offering discretionary and non-discretionary portfolio management, financial planning, and 401(k) consulting. The firm manages approximately $287 million in client assets and employs a team of ten advisors who implement client portfolios through a combination of in-house strategies and third-party sub-advisers.

Eduardo Campos is a Series 65-licensed financial advisor with Stonewater Wealth Management, Inc. in Corpus Christi, TX. He has five years of industry experience and has been with Stonewater Wealth Management since 2019. Stonewater Wealth Management serves individual and high-net-worth clients, as well as banks and pension and profit-sharing plans, offering discretionary and non-discretionary portfolio management along with hourly financial planning. The firm develops customized Investment Policy Statements and employs a range of investment vehicles while utilizing fundamental, technical, and charting analysis to guide portfolio management.

Louis May is a Series 65-licensed financial advisor with Davidson Capital Management, Inc. in Corpus Christi, TX. He has been with the firm since 2023 and previously worked at Texas A&M University College Station and Alamo Heights ISD. Davidson Capital Management is a fee-only, SEC-registered investment adviser managing approximately $568 million for about 400 clients, including individuals, charitable organizations, corporations, and defined contribution plans. The firm employs a long-term, quality-oriented investment approach using proprietary equity screens and a core-plus fixed income strategy, tailoring portfolios to clients’ risk tolerance, time horizon, and liquidity needs.

Ryan Hatton is a financial advisor at Stonewater Wealth Management, Inc. in Corpus Christi, TX, holding a Series 65 designation with 12 years of industry experience. He has been with Stonewater Wealth Management since 2018 and has prior experience with Nylife Securities LLC and New York Life Insurance Company. Outside of advisory work, he is involved in insurance brokering and the sales and service of fixed insurance products for outside carriers. Stonewater Wealth Management serves individuals, high-net-worth clients, banks, and pension and profit-sharing plans, offering discretionary and non-discretionary portfolio management along with hourly financial planning. The firm creates personalized Investment Policy Statements and employs a range of investment vehicles, combining fundamental and technical analysis to guide trading and options strategies.

Humberto Gonzalez is a financial advisor at Simplicity Wealth with two years of industry experience. He holds a Series 65 designation and has worked previously at AE Wealth Management and SSTX Wealth LLC. Outside of his advisory work, he is involved in managing Naturally Dolce LLC, a hair salon business, and Dolce Farms LLC, an urban farm selling produce at local farmers markets. Simplicity Wealth serves a diverse client base including individual and high-net-worth clients as well as financial intermediaries. The firm employs a model-driven, fund-of-funds investment approach and provides technology, operations, and managed account services to other advisers and institutions.

Sandra Aguilar is a financial advisor at MissionSquare Retirement with 24 years of industry experience. She holds Series 63 and Series 65 credentials and has been with ICMA Retirement Corporation since 2001. MissionSquare Retirement serves state and local government employers, their employees, and certain nonprofit entities by administering deferred compensation and qualified retirement plans, offering plan administration, recordkeeping, education, and Guided Pathways Advisory Services. The firm’s investment advice and model portfolios are developed by Morningstar Investment Management and are delivered through multiple channels, supporting over 40,000 participants with an integrated multi-team structure.

Joseph Pazera is a Certified Financial Planner® with 12 years of experience in the financial services industry. He has worked at Geneos Wealth Management, Inc. since 2014 and also operates under Pazera Capital Management. Geneos Wealth Management serves a diverse client base, including individuals, trusts, pension plans, corporations, and charitable organizations, offering financial planning, investment advisory, and brokerage services. The firm employs a range of investment strategies and analytic approaches, combining discretionary trading with continuous account monitoring.