Bobby Mogford is a financial advisor at Edward Jones with Series 63 and Series 66 designations and four years of industry experience. Prior to joining Edward Jones, he worked for Enterprise Holdings LLC for 20 years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a wide range of advisory programs and investment strategies through a large nationwide network of financial advisors and branch offices.

Nila Patel is a financial advisor at Cetera with 26 years of industry experience. She holds the PFS™ designation and Series 63 and 66 licenses. Prior to joining Cetera in 2025, she worked with Avantax for several years. Outside of advising, Patel is a partner in Patel & Patel CPA's, where she supervises tax returns and client interviews, and she is involved as an office administrator and tax consultant with Chhedda Endodontics PLLC. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual, corporate, retirement plan, charitable, and institutional clients. The firm offers a multi-manager platform with diverse portfolio management options, supporting over 10,000 advisors and approximately 800,000 clients nationwide.

Hunter Higgins is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and based in Corpus Christi, TX. He joined Cambridge in 2025 and has prior experience in logistics and freight services. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals using a variety of portfolio management approaches and custody platforms.

Joseph Vasquez is a financial advisor at Cetera with 12 years of industry experience. He holds the Series 66 designation and has worked at firms including Edward Jones and Stifel Nicolaus. Outside of his advisory work, he serves as president of the Gregory-Portland Education Foundation, which raises funds for teacher and staff grants as well as student scholarships. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers.

Kimberly Pendergraft is a financial advisor at Edward Jones in Portland, TX. She holds the Series 66 designation and joined Edward Jones in 2026. Prior to her current role, she held positions at various organizations including the Kerrville Area Chamber of Commerce and JAM Broadcasting. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a wide range of advisory programs and investment options, supported by a nationwide network of financial advisors and branch offices.

James Mailhes is a financial advisor with LPL Financial based in Corpus Christi, TX, holding the CFP® and ChFC® designations with 42 years of industry experience. He has previously worked with Cetera Advisor Networks and VOYA Financial Advisors and has been involved with Corpus Christi Financial Group since 1995. In addition to his advisory role, he is an agent selling fixed annuities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Parker Brown is a CFP®-designated financial advisor with 14 years of industry experience. He is currently with Edward Jones, where he has worked for five years, following nine years at Fidelity Investments. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a nationwide network of financial advisors and branch offices, and manages approximately $1.01 trillion in assets under management.

Miles Holcomb is a financial advisor at Edward Jones in Corpus Christi, TX, holding a Series 66 designation with nine years of industry experience. He has been with Edward Jones since 2017 and previously worked at Culhane Premier Properties. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of discretionary and non-discretionary investment strategies, tax-efficient services, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Diana Paris is a financial advisor with LPL Financial in Corpus Christi, TX, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. Her prior roles include positions at Wells Fargo Clearing, Wells Fargo Advisors LLC, UBS Financial Services, and Citigroup Global Markets. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning and access to model portfolios and third-party asset management, supported by a large network of investment adviser representatives.

Kelly Ellis is a financial advisor with Edward Jones in Corpus Christi, TX, holding Series 63 and Series 66 designations and 21 years of industry experience. Ellis has been with Edward Jones since 2004. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard and supported by a nationwide network of more than 23,700 financial advisors.

Jeffrey Evans is a financial advisor with Cambridge Investment Research Advisors in Corpus Christi, TX, holding a Series 66 license and 10 years of industry experience. He has been with Cambridge Investment Research Advisors since 2017 and also serves as a volunteer committee member for a local homeowners association. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and estates. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent financial professionals, providing tailored strategies across multiple custody and platform arrangements.

Matthew Meinheit is a financial advisor at Edward Jones with one year of industry experience. Prior to joining Edward Jones, he spent over a decade working in education within the Corpus Christi Independent and Tuloso-Midway Independent School Districts. He is involved with the Corpus Christi Baseball Club as a gameday datacaster and volunteers as a Watch Dog Coordinator for the Faye Webb Elementary PTA. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a broad range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Bert Raglin is a CFP® professional with 20 years of industry experience, currently associated with Cetera. His prior work includes roles at Avantax Advisory Services and BWR CPA & Investments, PC. Outside of financial advising, he owns and operates several tax preparation and accounting businesses, as well as an automobile sales and service enterprise. Cetera Investment Advisers LLC serves a wide range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers diverse portfolio management options and operates a multi-manager platform with access to various model portfolios and program structures.

Kimberly Prowse is a financial advisor with Raymond James Financial, holding a Series 66 designation and having nine years of industry experience. She has worked with Raymond James Financial Services Advisors Inc. since 2017 and previously was employed at Redtail Republic/Redtail Optix for one year. Outside of her advisory role, she is also an associate at Laguna Wealth Services in a support capacity. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports its clients through various advisory programs and partnerships.

Dillon Delgadillo is a financial advisor with Ameriprise in Corpus Christi, TX, holding a Series 66 designation and four years of industry experience. He has been with Ameriprise since 2021 and previously worked with Oso Baseball Complex. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written Recommendation Reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Martin Evans is a financial advisor with Cambridge Investment Research Advisors in Corpus Christi, TX. He holds Series 63 and Series 65 licenses and has 30 years of industry experience, including 17 years at Cambridge Investment Research, Inc. Outside of his advisory role, he is the owner of Freedom Investment Counsel, LLC, where he acts as an independent insurance agent. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, utilizing various portfolio management platforms and proprietary as well as third-party strategies.

Hondo Harris is a financial advisor with Equitable Advisors in Corpus Christi, TX, holding Series 65 and Series 63 licenses and bringing six years of industry experience. His prior roles include positions at AXA Advisors, Texas A&M University, Ram Tool Construction Supply, and several other local organizations. Harris serves on the boards of River Hills Country Club, Alice Country Club, the PWG Partners Foundation, and holds an honorary board position with The Grove First Baptist Church. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm delivers advice through a network of Investment Adviser Representatives and offers a range of third-party and proprietary investment programs.

Armando Deleon is a financial advisor at LPL Financial with 39 years of industry experience. His prior roles include positions at Wells Fargo Clearing, Wells Fargo Advisors LLC, UBS Financial Services, and Citigroup Global Markets. He holds the Series 63 and Series 65 credentials. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by extensive technology and operational resources.

Scott Sutherland is a financial advisor at Ameriprise with 13 years of industry experience. He holds a Series 66 designation and has previously worked at Cambridge Investment Research Advisors and Edward Jones. Outside of his advisory role, he serves on the Board of Directors for the Corpus Christi Museum of Science and History and is President of the Rotary Club of Southside Corpus Christi. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliates.

Ricky Serna Jr Jr is a CFP® and holds a Series 66 designation with 10 years of industry experience. He has been with Edward Jones since 2015, based in Corpus Christi, TX. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of over 23,700 financial advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.