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.

Deandris Watts is a financial advisor at Vesica Wealth Acquisition in McAllen, TX. He holds Series 63 and Series 66 licenses and has two years of industry experience, including roles at MML Investors Services LLC and Mass Mutual Life Insurance Company. His background also includes five years with Marksman Shipping. Watts is involved in developing a fintech application as an outside business activity. Vesica Wealth Acquisition provides non-discretionary investment advisory services and financial planning to individuals, families, and small business owners. The firm’s approach centers on fundamental analysis and long-term asset allocation, offering a mix of hourly planning, subscription trade alerts, and portfolio guidance while allowing clients to retain decision authority.

James Palumbo is a financial advisor with Global Wealth, LLC in Colorado Springs, CO, holding a Series 63 designation and 30 years of industry experience. He previously worked at Oxford Asset Management, LLC for 23 years and Dynamic Advisor Solutions, LLC for 4 years. In addition to advising, he is an author and publisher of six books and serves in volunteer leadership roles for several nonprofit organizations. Global Wealth, LLC provides portfolio management and financial planning services to individuals, households, corporations, and charitable organizations. The firm uses client-specific investment policies and a combination of fundamental and technical analysis along with Modern Portfolio Theory to manage approximately $14.9 million in discretionary assets.

Rolando Perez Jr. is the sole advisor at Animus Wealth Management, LLC, based in McAllen, TX. He holds Series 63 and Series 66 designations and has 10 years of industry experience. His background includes roles at New York Life Insurance Company, NYLIFE Securities, and Eagle Strategies, among others. Outside of advising, he is involved as a managing member of REA General Contractors LLC and serves as an officer of Percisne Consulting LLC, which consults in the small-scale manufacturing textile industry. Animus Wealth Management serves individuals, nonprofit organizations, retirement plans, and corporate clients. The firm employs fundamental analysis and modern portfolio theory to build diversified portfolios and manages approximately $12 million on a non-discretionary basis while also monitoring third-party money managers.

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 designation and has held roles at Whitewing Financial Consulting LLC, Interactive Tax Planning LLC, and Tranquility Financial Planning, LLC. Garcia is also a Clinical Associate Professor at The University of Texas - Rio Grande Valley and provides econometric consulting and expert witness testimony through Whitewing Analytics. Endurance Financial Planning serves individual clients, including high-net-worth households, pension and profit-sharing plans, charities, and businesses. The firm uses a primarily passive investment approach with portfolios built from index mutual funds and ETFs, offering discretionary wealth management and comprehensive financial planning tailored to clients’ financial situations and risk tolerances.

John Lackey is a CFP® professional with 26 years of industry experience, currently advising at IWC Financial Planning. His career includes roles at LPL Financial and Summit Financial Group, as well as managing his own firm, Lackey Financial Management, for over 20 years. Outside of financial advising, he is involved in several business ventures including property and casualty insurance. IWC Financial Planning provides financial planning, participant plan consulting, and subscription-based planning services to individuals, trusts, businesses, endowments, and nonprofit organizations. The firm focuses on asset-class allocation and passive, low-cost indexing strategies, delivering plans on a project or subscription basis without maintaining custody of client assets.

Michael Haralson is a financial advisor at Roosevelt Advisors LLC with 18 years of industry experience. He holds a Series 66 designation and has worked with Roosevelt Advisors since 2016. Outside of his advisory role, he is the president and owner of Article II Industries, an outdoor sporting goods company. Roosevelt Advisors provides portfolio management and financial planning services primarily for individual clients and business development companies. The firm offers both discretionary and non-discretionary asset management, references third-party managers, and integrates an affiliated insurance practice alongside its advisory services.

Rosa Ybarra is a CFP® with 13 years of industry experience, currently serving at Endurance Financial Planning, LLC. She manages financial planning and wealth advisory services and also owns Interactive Tax Planning, LLC, where she provides tax return preparation and personal tax advice. Ybarra previously worked with the Hidalgo County Appraisal District and other financial firms. Endurance Financial Planning serves individuals, high-net-worth households, and institutional clients through discretionary wealth management, comprehensive financial planning, and ERISA retirement plan consulting. The firm uses a primarily passive investment strategy focused on index funds and ETFs, tailoring plans to clients’ financial situations and risk tolerances.

Jose Cadena is a financial advisor at Endurance Financial Planning, LLC in McAllen, TX, holding a Series 65 designation with four years of industry experience. He has worked at Endurance Financial Planning since 2021 and has prior experience at Rio Grande Regional Hospital, South Texas Health Systems, and DHR Health. Endurance Financial Planning serves individual clients, including high-net-worth households, as well as pension and profit-sharing plans, charities, and businesses. The firm primarily employs a passive investment approach using index mutual funds and ETFs, offering discretionary wealth management alongside comprehensive financial planning and ERISA retirement plan consulting.

David Fowler is a financial advisor at Roosevelt Advisors LLC in Edinburg, TX, holding a Series 66 designation with 14 years of industry experience. His prior roles include positions at National Advisor Group, Inc., ProEquities, Inc., and his own sole proprietorship. Outside of advising, he is also licensed as an insurance agent. Roosevelt Advisors provides portfolio management and financial planning services primarily for individual clients and business development companies. The firm offers tailored investment strategies, manages accounts directly, and refers clients to monitored third‑party managers, alongside maintaining an affiliated insurance practice.

Jeremiah Castaneda is a financial advisor at KWS Advisory Group, LLC with 10 years of industry experience. He holds Series 65 and Series 63 licenses and has worked with several firms, including St. Bernard Financial Services and Regal Investment Advisors. Outside of his advisory role, he is involved with KWS Financial Group, LLC, where he engages in activities related to life, fixed, and indexed annuities. KWS Advisory Group provides discretionary asset management and financial planning services to individuals, trusts, estates, and business entities. The firm manages approximately $18.33 million in assets across 224 clients and employs a combination of fundamental, technical, charting, and cyclical analysis, as well as third-party managers, to construct portfolios.

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. He previously worked at the Central Bank of Mexico for four years and operates as an independent consultant specializing in quantitative financial solutions. Idylian Capital is a small registered investment adviser providing discretionary asset and portfolio management for individuals, high-net-worth clients, family offices, LLCs, and pooled investment vehicles. The firm employs a modern portfolio theory-based approach, utilizing long- and short-term strategies tailored to clients’ financial situations and risk tolerances.

Antonio Silva Murillo 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 Morningstar Investment Management, London Business School, and the Central Bank of Mexico. Outside of his advisory role, he is also a self-employed owner of rental property in Mexico. Idylian Capital is a small registered investment adviser that manages discretionary portfolios for individuals, high-net-worth clients, family offices, LLCs, and pooled investment vehicles. The firm employs a mix of long- and short-term strategies based on modern portfolio theory and offers ongoing supervisory services with periodic reviews and quarterly reporting.

Miguel Chuca is a financial advisor at KWS Advisory Group, LLC with 23 years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Regulus Advisors, LLC and Money Concepts Capital Corp. Outside of advisory work, he serves as an administrator providing training to educators on data analysis software at Region One Education Service Center. KWS Advisory Group, LLC provides discretionary asset management and financial planning to individuals, trusts, estates, and business entities. The firm manages approximately $18.33 million in assets for 224 clients, employing a blend of fundamental, technical, charting, and cyclical analysis, while also utilizing third-party managers and platforms for portfolio implementation and custody.

Philip Lee is a financial advisor at Inspire Wealth Advisory LLC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Brookwood Investment Group and CAS Wealth Strategies LLC. In addition to his advisory work, Lee provides income tax planning and business consulting services through DBL Tax Design LLC. Inspire Wealth Advisory LLC offers discretionary asset management, financial planning, and limited-scope ERISA 3(21) services to individuals, trusts, business owners, and retirement plans. The firm employs third-party managers and the UX Wealth platform to implement tailored investment strategies.

Jose Flores is a financial advisor with KWS Advisory Group, LLC, holding a Series 65 designation and one year of industry experience. He has worked at Region One Education Service Center since 2007. Flores is also involved in life insurance and annuity sales through KWS Financial Group, LLC. KWS Advisory Group, LLC provides discretionary asset management and financial planning services to individuals, trusts, estates, and business entities. The firm uses a combination of fundamental, technical, charting, and cyclical analysis in portfolio construction and offers ongoing management and retirement account services, including 403(b) plans.

Michael Cutbirth is a financial advisor at Walter J. Reyna, Inc. with over 30 years of industry experience. He holds the CFP® and ChFC® designations and has worked at firms including Lincoln Financial Securities Corp and OneAmerica Securities. Outside of his advisory role, he is involved in fixed annuity and Medicare-related insurance sales. 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 approach using primarily exchange-traded funds and offers ongoing portfolio monitoring and advisory services.