Leonardo Walss is an independent financial advisor at Valley Regional Capital Management LLC with 15 years of industry experience. He holds Series 65 and Series 66 credentials and has worked at Gagni Asset Management LLC, Transpecos Banks, and Acelity. Outside of advisory services, he serves as an assistant vice president at Transpecos Bank in San Antonio, TX. Valley Regional Capital Management LLC provides portfolio management services primarily to individual and high-net-worth clients. The firm uses a combination of fundamental, technical, and quantitative analysis, employing long-term and options trading 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 financial advisor at nVest Advisors, LLC with one year of industry experience. He holds a Series 65 designation and has worked previously at Craig Nieschwietz & Associates, Taso, and Brehm, Havel & Co. nVest Advisors serves individual investors, high net worth clients, small businesses, and employer-sponsored retirement plans, providing fiduciary investment management and financial planning along with ERISA 3(21) and 3(38) plan advisory services. The firm operates primarily as a virtual practice and uses a risk-averse, data-driven investment approach combining broad diversification, low-cost passive ETFs, and proprietary models reviewed quarterly.

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.

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 in Brownsville, TX, holding Series 63 and Series 65 licenses and possessing 38 years of industry experience. He has worked with Bolton Global Asset Management and Bolton Global Capital since 2008. Outside of his advisory roles, Gonzalez is co-owner of GMFE Group, LLC, which operates under the names GEF Financial Group and GEF Insurance, involved in securities, investment advisory, and fixed insurance sales. 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 or trusts. The firm’s IAR-driven approach tailors portfolios using a range of investment vehicles, maintaining a generally long-term orientation while allowing tactical adjustments.

Ricardo Filizola is a financial advisor with Bolton Securities Corporation, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has been associated with Bolton Global Asset Management and Bolton Global Capital since 2008. Outside of his advisory role, he is a co-owner and director of RNF Group, LLC, which operates the Brownsville Dance Center. 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’s investment approach is IAR-driven, tailoring portfolios to client goals and risk tolerance, and employs a mix of mutual funds, ETFs, equities, and fixed income with a generally long-term orientation.

Joel Guerrero is a financial advisor at SPC with 22 years of industry experience. He holds the Series 66 designation and has been with SPC and Sigma Financial Corporation since 2011. Outside of his advisory role, he operates J.M.G. Financial, which provides financial services and sells various insurance products through multiple insurance companies. SPC serves a diverse client base including individual investors, charitable organizations, corporations, and retirement plans. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services, delivering strategies through discretionary and nondiscretionary arrangements supported by a custodial platform and collaborative adviser relationships.

Thomas Dunn is a financial advisor with Private Advisor Group, LLC and holds a Series 66 designation. He has 27 years of industry experience and has been with Private Advisor Group and LPL Financial since 2014. Outside of his advisory work, he is the owner of Al Chile LLC. Private Advisor Group, LLC is an SEC-registered firm managing over $41 billion across more than 135,000 client relationships, serving individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, and access to third-party asset management programs, employing a range of investment strategies and coordinating services through multiple custodians.

David Diaz is a financial advisor with PNC Wealth Management in Brownsville, TX, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. His prior roles include positions at BBVA Insurance Agency, BBVA Securities, and PNC Bank. PNC Wealth Management provides retail brokerage and advisory services primarily through model-based investment programs, including an invitation-only digital offering that uses algorithm-driven risk assessment and executes portfolios via approved model strategies with annual rebalancing and no direct individual security trading.

Terese Roberts is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and 16 years of industry experience. She has worked at Private Advisor Group and LPL Financial since 2017 and previously spent five years at Bolton Global Asset Management and Bolton Global Capital. She also serves as co-trustee of the Stephen Mark Roberts Trust and is a notary public in Texas. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships. The firm serves individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients, offering portfolio management, financial planning, and access to third-party asset management programs.

Iliana Cantu is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 licenses and 16 years of industry experience. She has worked at Merrill Lynch, J.P. Morgan Securities, and JP Morgan Chase prior to joining Raymond James in 2017. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and investment recommendations, with a focus on both retail and institutional advisory services, including public finance and municipal work.

Cruz Lopez is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. He holds the Series 66 designation and has been with J.P. Morgan Securities since 2012, following prior experience at J.P. Morgan Chase Bank. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations to offer a comprehensive range of services.

Luis Delarosa is a financial advisor with Cambridge Investment Research Advisors and holds a Series 63 designation. He has 27 years of industry experience, including prior roles at Signator Investors, Inc. and Transamerica Financial Advisors, Inc. Outside of his advisory work, he is president and 100% shareholder of The Billiard Room, Inc., a family-owned business, and owns a drive-thru coffee shop in San Antonio. Cambridge Investment Research Advisors serves individual investors, retirement plans, and charitable organizations through a network of independent financial professionals. The firm offers financial planning, portfolio management, and retirement plan advisory services, utilizing multiple account platforms and a range of investment strategies.

Patrick Cusick is a financial advisor with LPL Financial in Brownsville, TX, holding Series 63 and Series 65 licenses and 18 years of industry experience. He previously worked at BBVA and Avantax firms before joining LPL Financial and also operates Cusick Wealth Management. LPL Financial provides advisory and brokerage services to a wide range of clients, including individuals, retirement plan sponsors, institutions, and high-net-worth households, offering various investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Gerardo Iracheta is a financial advisor with Equitable Advisors in Brownsville, TX, holding Series 63 and Series 66 licenses and four years of industry experience. His prior roles include positions at Farmers Insurance and SOS Substitutes. Equitable Advisors serves a diverse client base including individual investors, retirement plan sponsors, corporations, and charitable organizations. The firm offers financial planning, retirement-plan support, and access to asset management through LPL programs and multiple third-party asset managers, operating a hybrid referral and implementation model that combines advisory and brokerage services.

Jose De La Garza is a CFP® professional with 19 years of industry experience, currently serving as a financial advisor at Edward Jones since 2006. He holds Series 63 and Series 66 licenses. Outside of his advisory role, he owns a residential rental property in Brownsville, TX. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large nationwide network of advisors and branch offices.

Jose Velez is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and bringing 21 years of industry experience. He has worked at Raymond James since 2017 and previously held roles at Bank of America and Merrill from 2009 to 2017. Velez serves in a political capacity for the Town of Rancho Viejo, Texas. Raymond James & Associates offers financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm provides both non-discretionary advisory services and institutional consulting, with a notable focus on public finance and municipal work.

Robert Cackley is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 designations and bringing 30 years of industry experience. His prior roles include positions at Bank of America, N.A., and Merrill. Outside of his advisory work, he serves as a committee member of Sea Turtle Inc., a conservation group, and as president of Las Huellas of South Texas, a charitable organization. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and investment recommendations, supporting both discretionary and non-discretionary advisory relationships.

Regino Corona is a financial advisor with OSAIC based in Brownsville, TX, holding a Series 66 designation and 18 years of industry experience. His career includes roles at Royal Alliance Associates, Wells Fargo Clearing, and Wells Fargo Advisors. Outside of his advisory work, he has served as past president and board member of Brownsville Beerfest, a local nonprofit organizing an annual craft beer festival that supports community charities. OSAIC is a large SEC-registered investment adviser and broker-dealer that serves a diverse client base including individual investors, pension plans, corporations, and charities. The firm employs a comprehensive investment process combining risk tolerance assessments, asset allocation planning, and portfolio optimization, offering access to a wide range of investment products and platforms.

Cristobal Delgado is an investment advisor representative with Cambridge Investment Research Advisors and holds Series 63 and Series 65 licenses. He has nine years of industry experience, including roles at CoreCap Investments and Ameritas Investment Corp. Outside of advising, he is the owner of Galatas 6:9, PLLC, a business entity based in Brownsville, Texas. Cambridge Investment Research Advisors serves individual investors, retirement plans, charitable organizations, and pension/profit-sharing plans through a large network of independent financial professionals. The firm offers financial planning, portfolio management, and retirement plan advisory services, utilizing multiple account platforms and a combination of discretionary and non-discretionary investment strategies.

Michael Limas is a financial advisor at Equitable Advisors with 18 years of industry experience. He holds the Series 66 designation and has been with Equitable Advisors since 2007, previously affiliated with Axa Advisors. Outside of his advisory role, he is a co-owner of multiple restaurants in Brownsville, TX, and serves on several community and nonprofit boards, including Leadership Brownsville and Valley Regional Medical Center. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by offering financial planning, retirement-plan support, and access to asset management through LPL programs and various third-party managers. The firm operates a hybrid referral and implementation model, providing both advisory and brokerage/insurance services tailored to client goals and risk tolerance.

Miguel Lozano is a financial advisor with LPL Financial in Brownsville, TX, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has been with LPL Financial since 2014. Outside of his advisory work, he is involved in a home-based cattle business. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers various investment delivery options supported by an in-house research team and combines advisory services with non-advisory product offerings.

Nancy Rodriguez is a financial advisor with Cambridge Investment Research Advisors, holding Series 63, 65, and 66 licenses and 18 years of industry experience. She has been with Cambridge Investment Research Advisors and its affiliated broker-dealer since 2016. Outside of her advisory work, Rodriguez serves on the board of the Gladys Porter Zoo and is a committee member at Saint Joseph Academy, both located in Brownsville, TX. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, and charitable organizations through a network of independent Financial Professionals. The firm offers financial planning, discretionary and non-discretionary portfolio management, and access to third-party strategists, utilizing multiple account platforms and standard asset-allocation models.

Bob Cackley is a financial advisor at Raymond James & Associates with 39 years of industry experience. He holds Series 63 and Series 65 licenses. His prior experience includes roles at Merrill for 31 years and Bank of America for 8 years before joining Raymond James in 2017. Raymond James & Associates provides financial planning and investment consulting services to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and investment recommendations, with a focus that includes municipal clients and public finance activities.

Robert Richardson is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Cambridge since 2016 and has operated Bob Richardson & Associates, Inc. since 1986. Richardson also serves as a director of the International Bank of Commerce in Brownsville, Texas. Cambridge Investment Research Advisors serves individual investors, retirement plans, charitable organizations, and pension/profit-sharing plans through a large network of independent financial professionals. The firm offers financial planning, discretionary and non-discretionary portfolio management, and retirement plan advisory services, employing a variety of investment strategies and third-party sub-advisers.

Anthony Rendon is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 18 years of industry experience. He has been with J.P. Morgan Securities since 2012 and also works with JPMorgan Chase Bank, N.A. since 2016. Outside of his financial career, Rendon is a part-owner and advisor of Fred's Delicatessen LLC, a full-service restaurant. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering asset allocation advice, investment manager searches, and customized performance reporting through a team of Wealth Advisors. The firm combines institutional advisory services with broker-dealer and investment management capabilities.