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.

Elizabeth Ackman is a financial advisor at Edward Jones in Portland, TX, holding CFP® and Series 66 designations with nine years of industry experience. She has been with Edward Jones since 2016. Outside her advisory role, she serves as Vice President and Secretary of Koru Holdings, a real estate investment business. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and supports over four million clients through a nationwide network of financial advisors and branch offices.

Charles Hrissikopoulos is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in creating personalized wealth management strategies that align with each client's unique financial goals and market conditions. Charles integrates investment insights from Merrill and banking services from Bank of America to support his clients’ financial plans. He holds a Personal Investment Advisor (PIA) designation and earned both a Bachelor's Degree and a Master's Degree from Texas A&M University. Charles is committed to community involvement and dedicates time to volunteering with local organizations, reflecting the Merrill tradition of active participation in the communities served.