Benny Ynfante is a financial advisor at Rook Strategies Wealth Management, PLLC with seven years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Mutual of Omaha Investor Services and Mutual of Omaha Insurance Company. In addition to his advisory role, he is an insurance agent specializing in life, health, and fixed annuities. Rook Strategies Wealth Management serves individuals, including high-net-worth clients, and businesses by providing portfolio management, financial planning, and consulting. The firm manages approximately $5 million in client assets across a range of investment types, emphasizing non-discretionary client arrangements and integrating held-away retirement accounts into its portfolio oversight.

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.

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.

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.

Charles Vanaman is a financial advisor with Empower Advisory Group, holding Series 63 and Series 66 licenses and seven years of industry experience. His prior roles include positions at GWFS Equities, Inc. and various Northwestern Mutual entities. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm offers integrated services through its recordkeeping and administrative platforms, focusing on long-term portfolio returns and annual rebalancing.

John Nabergall II is a financial advisor at Independent Financial Group, LLC with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at firms including Wunderlich Securities, Inc., Ameriprise Financial Services, Inc., FSC Securities Corporation, and OSAIC. He is also an officer and director of Naberhood Financial Services, a marketing DBA related to investment services. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser offering brokerage, portfolio management, financial planning, and retirement plan services to individuals, charities, corporations, and plan sponsors. The firm manages approximately $11.3 billion in regulatory assets and distributes advisory services through a national network of Investment Adviser Representatives using multiple program options and third-party managers.

Cynthia Middleton is a financial advisor at Empower Advisory Group with 21 years of industry experience. She holds the Series 66 designation and has previously worked with firms including Bank of America, Merrill, Prosperity Bank, Raymond James Financial Services, and Wells Fargo Clearing. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and retail brokerage account holders. The firm uses an integrated model connected to Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans along with optional managed account solutions.

Michael Bowden is a financial advisor with VOYA Financial Advisors, Inc. He holds a Series 66 designation and has 27 years of industry experience. Bowden has worked at VOYA Financial Advisors since 2014 and is also associated with Glaser Financial, where he has been involved in marketing securities and insurance products since 2000. VOYA Financial Advisors, Inc. provides investment advisory, brokerage, financial planning, and retirement plan services to a diverse client base, including individuals, charitable organizations, corporations, and plan sponsors. The firm offers a range of adviser-led programs and combines an advisory platform with an active broker-dealer distribution model and an extensive affiliate network.

Richard Glaser is a financial advisor with VOYA Financial Advisors, Inc. He holds a Series 63 designation and has 40 years of industry experience. Prior to joining VOYA in 2014, he founded and continues to operate Glaser Financial. He is also the owner and proprietor of The Whitetail Hunting Lodge, a local hunting lodge in Corpus Christi, Texas. VOYA Financial Advisors, Inc. provides investment advisory, brokerage, financial planning, and retirement plan services to a diverse client base including individuals, charitable organizations, corporations, and plan sponsors. The firm offers a range of adviser-led programs and combines an advisory platform with an active broker-dealer distribution model and an extensive affiliate ecosystem.

Nathan Sloan is a financial advisor with Independent Financial Group, LLC and holds Series 63 and Series 65 licenses. He has 15 years of industry experience, including prior roles at Cetera and 12 years of government service. Outside of his advisory work, Sloan serves as a board member for Heart of Texas Goodwill and is the sole owner of a local ride-share business. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser serving individuals, charities, corporations, and plan sponsors. The firm offers a range of advisory programs through its AccessPoint platform and third-party asset managers, managing approximately $11.3 billion in regulatory assets.

Stefany Schade is a financial advisor with Independent Financial Group, LLC, holding a Series 66 designation and 18 years of industry experience. Her prior roles include positions at Cetera Advisor Networks LLC and Toroso Financial Group, LLP, where she remains involved as an owner. Outside of advisory work, Schade serves as Director Emeritus on the Board of Goodwill Industries of South Texas and volunteers with the Junior League of Corpus Christi, where she is Treasurer-Elect for 2024-2025. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser that provides brokerage, portfolio management, financial planning, and retirement plan services to individuals, charities, corporations, and plan sponsors. The firm offers advisory programs through its AccessPoint platform and third-party asset managers, serving a broad range of clients including high-net-worth individuals and institutional entities.

Mark Militello is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His prior roles include positions at Cetera Advisor Networks LLC and Girard Securities. Militello is also the managing member and owner of Militello Wealth Management LLC, a business entity used for tax and investment purposes. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser serving individuals, charities, corporations, and plan sponsors. The firm offers brokerage, portfolio management, financial planning, and retirement plan services through a national network of Investment Adviser Representatives, utilizing multiple advisory programs and third-party asset managers.

Aaron Alexander is a financial advisor at Money Concepts Capital Corp with a Series 66 designation and four years of industry experience. His prior experience includes a role at Jaime Rios Financial Services and periods dedicated to full-time education. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to a diverse client base, including individuals, pension plans, trusts, and corporations. The firm employs a variety of managed programs and investment strategies, combining model portfolios and third-party sub-advisers to implement asset allocations and account rebalancing.

Richard Dwinell is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. His prior experience includes more than a decade at Cetera and Cetera Advisors LLC. He serves as a volunteer board member on the City of Harker Heights Public Safety Commission and advises on police department training through the Police Department’s Training Advisory Board. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser serving individuals, charities, corporations, and plan sponsors. The firm offers a range of advisory programs through its AccessPoint platform and third-party asset managers, managing approximately $11.3 billion in regulatory assets with both discretionary and non-discretionary account options.

Hunter Mulder is a financial advisor with Empower Advisory Group in Corpus Christi, TX, holding Series 63 and Series 66 licenses and four years of industry experience. His prior roles include positions at Charles Schwab and Stifel. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, along with services to Empower Premier IRA and retail brokerage clients. The firm’s approach includes integrated financial planning tied to Empower’s recordkeeping platforms, emphasizing long-term portfolio returns and annual rebalancing.

Jason Rodriguez is a financial advisor at Thrivent Investment Management with 14 years of industry experience. He has previously worked at First Command Advisory Services and related entities for over a decade before joining Thrivent. He holds Series 63 and Series 65 credentials. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through its network of Financial Advisors. The firm offers holistic, goal-based financial planning across a broad range of topics, with options to combine planning with managed accounts under a consolidated billing arrangement.

Michelle Orcutt is a financial advisor with Raymond James Financial Services Advisors, Inc. in Corpus Christi, TX, holding Series 63 and Series 66 designations and bringing 23 years of industry experience. Her prior experience includes roles at Wells Fargo Advisors and Wells Fargo Clearing. Outside of her advisory work, she is involved as an officer in a family-owned automotive business and serves as managing partner of Coastal Bend Wealth Partners. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm offers financial planning and non-discretionary investment consulting, emphasizing tailored advice and a broad affiliate network to support various client needs.

Kadie Berry is a financial advisor with Primerica Advisors in Plano, TX, holding Series 63 and Series 65 licenses and three years of industry experience. Her work history includes roles in education and customer service, including positions at Sinton ISD and TTec. Outside of her advisory role, she is involved in sales of home security and automation products through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Karlton Birdwell is a financial advisor with Cetera, holding a Series 66 designation and 22 years of industry experience. His prior roles include positions at Avantax Advisory Services and 1ST Global Advisors, Inc. He also serves as a tax advisor at Cazalas & Hunter, P.C., a CPA firm providing tax return preparation and tax advice. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers discretionary and non-discretionary portfolio management, financial planning, fiduciary solutions, and access to third-party money managers via various program structures and model portfolios.