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.

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.

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.

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.

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.

Cordero Lopez is a financial advisor at Arkadios Wealth Advisors in Mission, TX, holding a Series 65 credential with one year of industry experience. Prior to joining Arkadios, he worked at Texas Regional Bank and has experience in the financial and educational sectors. Arkadios Wealth Advisors provides investment and wealth management services to individuals, trusts, businesses, and retirement plans, offering customized investment plans supported by an internal portfolio team that uses a range of analysis techniques and provides discretionary account management. The firm operates an integrated model combining a network of advisory entities, an affiliated broker-dealer, and an in-house portfolio management team.

Edgar Salinas is a CFP® with 13 years of industry experience, currently serving as an advisor at Perigon Wealth Management, LLC since 2020. He has prior experience with Fair Capital, Inc., where he is involved in managing software implementation for a financial software development company. Perigon Wealth Management provides customized investment advisory and wealth management services to individuals, trusts, estates, businesses, charitable organizations, and banking or thrift institutions. The firm offers tailored portfolio management with oversight by its investment and compliance leadership and utilizes sub-advisors or turnkey asset management programs when appropriate.

Desiree Longoria is a Series 65-licensed financial advisor with six years of industry experience, currently serving at Dynamic since 2020. Prior to this, she worked as an independent insurance agent and spent seven years at Ruben Hinojosa Elementary School. Outside of her advisory role, she is involved in her family’s cattle ranching business, El Perdido Ranch. Dynamic serves a diverse client base including individuals, trusts, estates, charitable organizations, and businesses, offering portfolio management, financial planning, and advisory services. The firm emphasizes customized, long-term portfolio strategies and provides extensive support to other advisers through technology, research, and sub-advisory services.

Enrique Lopez is a financial advisor at Arkadios Wealth Advisors with 28 years of industry experience. He held prior roles at Lone Star National Bank and LPL Financial before joining Arkadios in 2018. Outside of his advisory work, he is involved in a family-owned battery distribution business, Lopez Brothers Distribution, LLC. Arkadios Wealth Advisors serves individuals, trusts, businesses, and retirement plans by offering customized investment and wealth management solutions, including advisor-managed accounts, third-party money manager access, and financial planning. The firm utilizes a combination of fundamental, technical, and cyclical analysis, supported by an internal portfolio team, to manage discretionary accounts and provide a range of advisory services.

Frank Ulloa is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63 and Series 65 licenses and one year of industry experience. His prior work includes roles at Mutual of Omaha Insurance Company, Coordination Centric, and Doctor's Hospital at Renaissance. Outside of advisory services, he operates as an insurance agent offering various insurance products and participates in a mortgage lead incentive program. Mutual of Omaha Investor Services, Inc. provides advisory and retirement-plan services to a diverse client base, including individuals, retirement plans, corporations, and charitable organizations. The firm offers financial planning, third-party money manager programs, and retirement plan consulting, primarily through its network of Investment Advisor Representatives who recommend model portfolios and approved third-party managers.

Marco Hernandez is a financial advisor with Simplicity Wealth, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He previously worked at Money Concepts Capital Corp for 22 years before joining Simplicity Wealth and MAH Financial Services. Hernandez serves on the board of Valley Federal Credit Union and is co-owner of Aquaflora on Evelyn, a business focused on purchasing. Simplicity Wealth serves individual and high-net-worth clients as well as financial intermediaries, offering discretionary portfolio management, financial planning, and retirement plan advisory. The firm employs a model-driven, fund-of-funds investment approach and provides technology and operations services, including a managed account platform and customizable asset management software.

Jose Longoria Jr. is a financial advisor at Dynamic with 30 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Oxford Asset Management, LLC for 12 years before joining Dynamic in 2018. Outside of his advisory role, his family operates El Perdido Ranch, where they raise and sell cattle. Dynamic serves a diverse client base, including individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, businesses, and unaffiliated registered investment advisers. The firm offers portfolio management, financial planning, retirement plan services, and sub-advisory support, with an emphasis on customized, long-term investment strategies and resources tailored to other advisers.

Carlos Lopez is a financial advisor at Simplicity Wealth with seven years of industry experience. He holds a Series 65 license and has worked at Money Concepts Capital Corp and Baptist Child and Family Services. Outside of his advisory role, Lopez is also an insurance agent, selling annuities and life insurance. Simplicity Wealth serves individual and high-net-worth clients as well as other financial intermediaries, offering discretionary portfolio management, financial planning, and retirement plan advisory services. The firm employs a model-driven, fund-of-funds investment approach and provides technology and operational support through its Managed Account Program and asset management software platform.

Adan Salazar is a financial advisor at Kovack Advisors, Inc. with 20 years of industry experience. He holds the Series 66 designation and has been with Kovack Advisors and Kovack Securities since 2014. Outside of his advisory role, Salazar is involved in several business activities including partnerships in insurance agencies and ownership of a collectibles business focused on baseball cards and comic books. Kovack Advisors, Inc. is an SEC-registered enterprise investment adviser serving a diverse client base that includes individuals, corporations, pension plans, and banking institutions nationwide. The firm emphasizes diversified asset-class exposure through mutual funds and ETFs, while also recommending third-party asset managers and offering financial planning and account aggregation services.

Alvaro Prieto is a financial advisor at Sanctuary Advisors, LLC in McAllen, TX, holding a Series 66 designation with one year of industry experience. His prior work includes roles at several companies primarily in the oilfield services sector. Sanctuary Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, and charitable organizations. The firm delivers customized investment programs through various account structures and supports multiple investment philosophies by utilizing sub-advisors and third-party model platforms.

Zonia Pullen is a financial advisor with Sanctuary Advisors, LLC, holding Series 63 and Series 66 licenses and 25 years of industry experience. Her career includes roles at The Prudential Insurance Company of America, Primerica Financial Services, and Bolton Securities Corporation. Sanctuary Advisors provides investment advisory and financial planning services to individuals, corporations, charitable organizations, trusts, estates, and retirement plans. The firm offers customized investment programs through various account types and utilizes sub-advisors and third-party model platforms to implement strategies, supported by an integrated affiliate structure and recent consolidation activity.

Roberto Lopez is a financial advisor at Sanctuary Advisors, LLC with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Wells Fargo Advisors and Wells Fargo Clearing. Lopez serves as a board member and treasurer for the Boys and Girls Club of the Rio Grande Valley, where he participates in fundraising and monthly meetings. Sanctuary Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, and charitable organizations. The firm offers customized investment programs through various account types and utilizes sub-advisors and third-party platforms to implement strategies.

Eunice Flores is a financial advisor at Sanctuary Advisors, LLC with 17 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Merrill Lynch, Pierce, Fenner & Smith Inc. from 2011 to 2024. Sanctuary Advisors provides investment advisory and financial planning services to individuals, corporations, charitable organizations, trusts, estates, and retirement plans. The firm offers customized investment programs through a network of independent advisors and affiliated entities, utilizing a range of account types and investment philosophies supported by sub-advisors and third-party platforms.