Marc Ortega is a financial advisor at MDO Financial Planning, LLC in Edinburg, TX, holding a Series 65 designation with three years of industry experience. He has worked at MDO Financial Planning since 2022 and has been employed by Edinburg CISD since 2010. Ortega is also a licensed insurance agent. MDO Financial Planning is an independent, single-advisor registered investment adviser serving primarily individual clients with discretionary portfolio management and written financial planning. The firm employs a long-term trading strategy using various analytic methods and requires clients to custody assets with Altruist.

Rolando Perez is a financial advisor with Animus Wealth Management, LLC, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. His background includes roles at New York Life Insurance Company and NYLife Securities LLC, as well as managing member responsibilities at REA General Contractors LLC and consulting in the textile manufacturing sector through Percisne Consulting LLC. Animus Wealth Management, LLC is a single-advisor registered investment adviser providing asset management, financial planning, and retirement-plan consulting to a diverse client base that includes individuals, high-net-worth clients, nonprofits, pension and profit-sharing plans, governmental entities, other RIAs, and businesses. The firm employs fundamental analysis and modern portfolio theory, offering tailored investment policy statements, ongoing supervision, and may recommend third-party money managers, with a notable focus on retirement-plan fiduciary services.

Justin Krider is the principal of Normaltown Financial LLC in McAllen, TX, holding a Series 65 designation with one year of experience in financial advising. Prior to founding Normaltown Financial, he spent 21 years with the Federal Bureau of Investigation. In addition to his advisory role, he manages Krider Property Holdings LLC, an entity focused on estate investments. Normaltown Financial LLC provides discretionary and non-discretionary investment management, wealth management, and financial planning services. The firm employs a primarily long-term investment approach using a combination of fundamental, technical, cyclical, and charting analysis and offers standalone financial planning as well as insurance products through its licensed agency affiliation.

James Reyna is a financial advisor with Walter J. Reyna, Inc. in McAllen, TX, holding Series 63 and Series 65 licenses and 27 years of industry experience. He has worked at J.W. Cole Financial, Inc., Walter J. Reyna, Inc., Lincoln Financial Securities Corp., and Renya Financial. Outside of advisory work, he is a partner at Efraim James, LLC, a real estate development business where he manages accounting and materials selection. Walter J. Reyna, Inc. provides discretionary and non-discretionary investment management, financial planning, and pension consulting to individuals, high-net-worth clients, trusts, and retirement plans. The firm employs a fundamentally driven, risk-focused investment approach using primarily exchange-traded funds and offers ongoing portfolio monitoring and advisory services.

Sergio Garcia is a financial advisor at Endurance Financial Planning, LLC with nine years of industry experience. He holds a Series 65 credential and has worked at several firms including Whitewing Financial Consulting LLC and Interactive Tax Planning LLC. Garcia is also a Clinical Associate Professor at The University of Texas - Rio Grande Valley. Endurance Financial Planning serves individuals, including high-net-worth clients, ERISA plans, charitable organizations, and businesses. The firm primarily follows a passive investment approach using diversified portfolios of index mutual funds and ETFs, offering discretionary wealth management and comprehensive financial planning services.

John Lackey is a CFP® professional with 25 years of experience, currently affiliated with LPL Financial. His career includes roles at Summit Financial Group, VSR Advisory Services, and operating Lackey Financial Management since 2006. Outside of his advisory work, he is involved in several business ventures including ownership of property and casualty insurance and management of agricultural and commercial enterprises. 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 a wide range of financial planning and investment solutions supported by an in-house research team and a broad network of investment adviser representatives.

Michael Haralson is a financial advisor with Roosevelt Advisors LLC in Edinburg, TX, holding a Series 66 designation and 18 years of industry experience. He has worked at Roosevelt Advisors since 2012 and is also president and owner of Article II Industries, an outdoor sporting goods company. Haralson offers fixed annuity and life insurance products through an affiliated insurance practice. Roosevelt Advisors provides portfolio management and financial planning services primarily to individual clients and business development companies. The firm offers tailored investment strategies, manages accounts directly, and may recommend third-party managers, while also conducting educational seminars and workshops.

Rosa Ybarra is a CFP® with 12 years of industry experience, currently serving at Endurance Financial Planning, LLC. She has held roles at several firms, including Rosewood Financial Consulting LLC and Interactive Tax Planning LLC, where she provides tax preparation and planning services. Ybarra also worked at Hidalgo County Appraisal District and Pendergrass, Johnson & Smith Services earlier in her career. Endurance Financial Planning serves individuals, ERISA plans, charitable organizations, and businesses with a focus on passive investment strategies using diversified portfolios of index mutual funds and ETFs. The firm offers discretionary wealth and portfolio management as well as comprehensive financial planning services.

Jose Cadena is a financial advisor at Endurance Financial Planning, LLC with four years of industry experience. He holds a Series 65 designation and has worked at Endurance Financial Planning since 2021. Prior to his current role, he has experience in the healthcare sector, including positions at Rio Grande Regional Hospital, South Texas Health Systems, and DHR Health. Endurance Financial Planning serves individuals, including high-net-worth clients, ERISA plans, charitable organizations, and businesses. The firm primarily employs a passive investment approach using diversified portfolios of index mutual funds and ETFs, offering discretionary wealth management and standalone comprehensive financial planning services.

David Fowler is a financial advisor at Roosevelt Advisors LLC with 13 years of industry experience. He holds a Series 66 designation and has worked at several firms, including ProEquities, Inc. and Bankers Life & Casualty. Fowler also maintains a role as an insurance agent with National Advisor Group, Inc. Roosevelt Advisors provides portfolio management and financial planning services primarily for individual clients and business development companies. The firm offers tailored investment strategies, both discretionary and non-discretionary asset management, and referrals to third-party managers, alongside an affiliated insurance practice.

Jeremiah Castaneda is a financial advisor with KWS Advisory Group, LLC in Edinburg, TX, holding Series 63 and Series 65 licenses and nine years of industry experience. Prior to joining KWS Advisory Group in 2020, he worked at St. Bernard Financial Services, Regal Investment Advisors, and KWS Financial Group. He has also worked in education with Edinburg CISD for nine years. KWS Advisory Group is an independent registered investment adviser that provides discretionary asset management and financial planning to individuals, trusts, estates, and business entities. The firm uses SEI-managed account solutions and combines fundamental, technical, charting, and cyclical analysis to tailor portfolios to clients’ goals, time horizons, and risk tolerances.

Albert Lopez is a CFP®-certified financial advisor with 27 years of industry experience. He is affiliated with LPL Financial and also operates IWC Financial Planning, an independent investment advisory firm. Lopez has held leadership roles in various business activities, including managing an insurance agency and providing financial planning services through his own firm. LPL Financial serves a diverse client base, offering advisory and brokerage services through a large network of investment adviser representatives. The firm provides a range of investment solutions, including financial planning, model-portfolio programs, and third-party asset management, supported by an in-house research team and a broad platform of advisory and non-advisory products.

Rafael Jimenez Padron is a financial advisor at Idylian Capital with a Series 65 designation and five years of industry experience. Prior to joining Idylian Capital in 2021, he worked at the Central Bank of Mexico from 2012 to 2021. He also operates as an independent consultant specializing in quantitative financial solutions. Idylian Capital provides discretionary asset management and advisory services to pooled investment vehicles, family offices, and high-net-worth individuals. The firm manages portfolios across multiple asset classes using modern portfolio theory and customizes recommendations based on each client’s financial profile.

Antonio Silva Murillo is a financial advisor at Idylian Capital with Series 65 credentials and five years of industry experience. His prior roles include positions at Morningstar Investment Management, London Business School, and the Central Bank of Mexico. Outside of his advisory work, he is self-employed managing a rental property in Mexico. Idylian Capital provides discretionary asset management and advisory services for pooled investment vehicles, family offices, and high-net-worth individuals. The firm manages portfolios using a range of asset classes and employs modern portfolio theory, tailoring investment strategies to client financial profiles.

Miguel Chuca is a financial advisor at KWS Advisory Group, LLC with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Regulus Advisors, LLC and Money Concepts Capital Corp. Outside of his advisory role, he serves as an administrator providing training to educators on data analysis software through Region One Education Service Center. KWS Advisory Group is an independent registered investment adviser offering discretionary asset management and financial planning to individuals, trusts, estates, and business entities. The firm customizes portfolios based on client goals, risk tolerance, and time horizon, utilizing a combination of fundamental, technical, charting, and cyclical analysis as part of its investment approach.

Jose Flores is a financial advisor with KWS Advisory Group, LLC, holding a Series 65 designation and based in Edinburg, TX. He has 19 years of experience working at Region One Education Service Center. Flores is also involved in life insurance and annuity sales through KWS Financial Group, LLC, a brokerage affiliate. KWS Advisory Group is an independent registered investment adviser that provides discretionary asset management and financial planning to individuals, trusts, estates, and business entities. The firm tailors portfolios to client goals and risk tolerance, using SEI-managed account solutions and a combination of fundamental, technical, charting, and cyclical analysis.

Michael Cutbirth is a financial advisor with Walter J. Reyna, Inc. in McAllen, TX, holding the CFP® and ChFC® designations with 30 years of industry experience. His career includes roles at Lincoln Financial Securities Corp and OneAmerica Securities. Outside of investment advisory, he is involved in fixed annuity and Medicare-related insurance sales. Walter J. Reyna, Inc. provides discretionary and non-discretionary investment management, financial planning, and pension consulting to individuals, high-net-worth clients, trusts, and retirement plans. The firm employs a fundamentally driven, risk-focused investment approach using primarily exchange-traded funds and offers ongoing portfolio monitoring and advisory services.

Walter Reyna is a financial advisor with Walter J. Reyna, Inc. in McAllen, TX, holding the CFP® designation and Series 63 license, with 41 years of industry experience. He previously worked at Lincoln Financial Securities Corporation for 37 years and has been involved with Walter J. Reyna, Inc. and Reyna Financial since 1984. He serves as a board member of the Rio South Texas Economic Foundation, which focuses on economic development. Walter J. Reyna, Inc. provides discretionary and non-discretionary investment management, modular financial planning, and pension consulting for individuals, high-net-worth clients, trusts, and retirement plans. The firm employs a fundamentally driven, risk-focused investment process that uses a tactical, seasonal approach with primarily exchange-traded funds, offering ongoing portfolio monitoring and advisory services.

Angel Melgoza is a CFP®-certified financial advisor with 11 years of industry experience, currently serving at YFP Wealth. His prior roles include positions at Origin Financial, Your Richest Life, LPL Financial, Lone Star National Bank, MyLife Financial, LLC, and Financial Life Advisors, LLC. YFP Wealth serves individuals, families, high-net-worth clients, and businesses with comprehensive financial planning, investment management, and retirement plan consulting. The firm emphasizes passive investment strategies and client education through seminars, published content, and a nonprofit focused on the pharmacy profession.

Jesús Longoria is a CFP®-certified financial advisor with 22 years of industry experience, currently practicing at Amicus Financial Advisors, LLC since 2005. He also serves as a partner and project manager at Iconic Design Studio, LLC, where he manages interior design, remodeling, and new construction projects. Amicus Financial Advisors, LLC provides comprehensive financial planning and investment advisory services to individuals, high-net-worth clients, trusts, charitable organizations, pension and profit-sharing plans, and corporations. The firm employs a multi-cap, multi-style investment approach, blending active and passive vehicles, and manages approximately $511 million on a discretionary basis.