Jason Ledsworth is a financial advisor at Planmember Securities Corporation with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has been associated with Planmember since 2015. In addition to his role at Planmember, he has been self-employed and involved with Elite Plus Financial & Retirement Services since 2004. Planmember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm employs a top-down strategic asset allocation framework and manages unitized, risk-based mutual fund portfolios, offering education and support services including personalized retirement planning and separation counseling.

Jill Leland is a financial advisor with Principal Financial Services in Corpus Christi, TX, holding CFP® and ChFC® designations and over 20 years of industry experience. She has previously worked at Raymond James Financial Services Advisors and Western and Southern Life. Outside of her advisory work, she assists with a small retail operation by printing and mailing products for her daughter’s Etsy store. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and active-duty military personnel. The firm offers financial planning, retirement consulting, and access to third-party money managers through various advisory and promoter arrangements.

John Nabergall II is a financial advisor at Independent Financial Group, LLC with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at firms including Wunderlich Securities, Inc., Ameriprise Financial Services, Inc., FSC Securities Corporation, and OSAIC. He is also an officer and director of Naberhood Financial Services, a marketing DBA related to investment services. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser offering brokerage, portfolio management, financial planning, and retirement plan services to individuals, charities, corporations, and plan sponsors. The firm manages approximately $11.3 billion in regulatory assets and distributes advisory services through a national network of Investment Adviser Representatives using multiple program options and third-party managers.

Ashton Schumacher is a financial advisor at Citigroup Global Markets with five years of industry experience. He holds a Series 66 designation and has worked at Citi Private Bank since 2019. Prior to this, he was involved with Mary's Blue Door and pursued education at the University of Southern California Marshall School of Business. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs and broker-dealer execution services. The firm employs multi-asset, multi-manager strategies and maintains large institutional capabilities alongside unique market roles such as swap dealing and futures commission merchant services.

Cynthia Middleton is a financial advisor at Empower Advisory Group with 21 years of industry experience. She holds the Series 66 designation and has previously worked with firms including Bank of America, Merrill, Prosperity Bank, Raymond James Financial Services, and Wells Fargo Clearing. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and retail brokerage account holders. The firm uses an integrated model connected to Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans along with optional managed account solutions.

Juan Salinas is a Series 65 licensed advisor with PlanMember Securities Corporation, based in Corpus Christi, TX, and has three years of industry experience. He previously worked for the Corpus Christi Independent School District for 15 years. Outside of PlanMember, Salinas is involved with Elite Plus Financial & Retirement Services, providing investment advisory and insurance product services. PlanMember Securities Corporation offers retirement-plan advisory services to employers and plan participants, serving as an ERISA Section 3(38) fiduciary for many plans. The firm employs a top-down strategic asset allocation approach and manages risk-based mutual fund portfolios ranging from conservative to aggressive.

Anthony Juarez III is a financial advisor with Money Concepts Capital Corp who holds Series 63 and Series 65 licenses and has 27 years of industry experience. He has worked with Money Concepts Capital Corp since 1997 and has over 30 years of experience running Juarez & Co. In addition to his advisory role, he serves as an accountant in charge at Juarez Financial & Tax PC and is a junior board member at a nonprofit organization in San Antonio. Money Concepts Advisory Service provides investment advisory, financial planning, and consulting services to a diverse client base, including individuals, pension plans, trusts, and corporations. The firm manages approximately $4.07 billion in assets using model-driven and asset-allocation strategies, incorporating both discretionary and non-discretionary programs supported by third-party managers and technology platforms.

Jimmy Freeman Jr. is a financial advisor with PlanMember Securities Corporation in Corpus Christi, TX, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He is also owner and president of Elite Plus Corporation, providing financial and retirement services including fixed annuities. Freeman has been self-employed since 1998 and has held various roles with Elite Plus Financial and PlanMember since 2006. PlanMember Securities Corporation offers retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm’s investment approach is based on strategic asset allocation and risk-based mutual fund portfolios, supported by participant education and service.

Nathan Sloan is a financial advisor with Independent Financial Group, LLC and holds Series 63 and Series 65 licenses. He has 15 years of industry experience, including prior roles at Cetera and 12 years of government service. Outside of his advisory work, Sloan serves as a board member for Heart of Texas Goodwill and is the sole owner of a local ride-share business. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser serving individuals, charities, corporations, and plan sponsors. The firm offers a range of advisory programs through its AccessPoint platform and third-party asset managers, managing approximately $11.3 billion in regulatory assets.

Stefany Schade is a financial advisor with Independent Financial Group, LLC, holding a Series 66 designation and 19 years of industry experience. She previously worked at Cetera Advisor Networks LLC and Girard Securities, Inc., and is the owner of Toroso Financial Group, a business entity involved in investment activities. Schade is also involved in community activities, serving as a Director Emeritus for Goodwill Industries of South Texas and volunteering with the Junior League of Corpus Christi, where she will serve as Treasurer-Elect and Treasurer. Independent Financial Group is a large integrated advisory and brokerage firm serving individuals, trusts, corporations, and plan sponsors. The firm offers investment advisory programs, financial planning, and retirement plan services through various platforms, employing both proprietary and third-party investment models tailored to clients’ risk profiles.

Mark Militello is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His prior roles include positions at Cetera Advisor Networks LLC and Girard Securities. Militello is also the managing member and owner of Militello Wealth Management LLC, a business entity used for tax and investment purposes. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser serving individuals, charities, corporations, and plan sponsors. The firm offers brokerage, portfolio management, financial planning, and retirement plan services through a national network of Investment Adviser Representatives, utilizing multiple advisory programs and third-party asset managers.

Aaron Alexander is a financial advisor at Money Concepts Capital Corp in Corpus Christi, TX, holding a Series 66 designation with four years of industry experience. Prior to joining Money Concepts in 2020, he spent several years engaged in full-time education. Money Concepts Advisory Service provides investment advisory, financial planning, and consulting services to a diverse client base, including individuals, pension plans, trusts, and corporations. The firm manages approximately $4.07 billion in client assets through a network of several hundred advisors and offers model-driven, asset-allocation approaches with both discretionary and non-discretionary programs.

Trace Bucey is a financial advisor with PlanMember Securities Corporation, holding Series 63 and Series 65 licenses and four years of industry experience. He has been with PlanMember since 2021 and also operates in financial advisory and insurance sales through Elite Plus Financial and his own practice. Prior to his advisory career, he held various roles including positions at DoorDash Inc. and several educational institutions. PlanMember provides retirement-plan advisory services to employers and participants, serving as an ERISA Section 3(38) fiduciary and offering a range of risk-based mutual fund portfolios. The firm emphasizes a top-down strategic asset allocation framework and delivers education and support services, including planning and separation counseling.

Clay Campbell is a financial advisor with PlanMember Securities Corporation in Corpus Christi, TX, holding Series 63 and Series 65 registrations and bringing 10 years of industry experience. He has been with PlanMember since 2016 and operates independently through Elite Plus Financial & Retirement Services and as an insurance agent. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm uses a strategic asset allocation framework to manage risk-based mutual fund portfolios and offers education, support, and personalized planning services to plan sponsors and participants.

John Demontel is a financial advisor at Principal Financial Services with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Principal Life Insurance Company, Demontel Financial Services, Principal Securities Inc., and Arvak Financial Services. He serves as a vestry board member at St. Marks Episcopal Church in Corpus Christi, overseeing church business and events. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, retirement consulting, and access to third-party money manager asset allocation and separately managed accounts.

Richard Dwinell is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. His prior experience includes more than a decade at Cetera and Cetera Advisors LLC. He serves as a volunteer board member on the City of Harker Heights Public Safety Commission and advises on police department training through the Police Department’s Training Advisory Board. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser serving individuals, charities, corporations, and plan sponsors. The firm offers a range of advisory programs through its AccessPoint platform and third-party asset managers, managing approximately $11.3 billion in regulatory assets with both discretionary and non-discretionary account options.

Gina Evins is a financial advisor with PlanMember Securities Corporation, holding Series 63 and Series 65 licenses and bringing seven years of industry experience. She has operated her own insurance sales and services business since 2009 and also provides seasonal tax preparation services through Financial Matters Tax Service. PlanMember Securities Corporation offers retirement-plan advisory services to employers and plan participants, managing risk-based mutual fund portfolios through a strategic asset allocation process and providing education and support such as seminars and personalized planning.

Bradley West is a financial advisor at Empower Advisory Group with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Personal Capital Advisors Corporation and Fidelity Investments. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, offering integrated services tied to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and annual rebalancing in its financial planning approach, serving a large participant base through a model closely aligned with affiliated Empower entities.

Gregory Hier is a financial advisor at Tlg Advisors, Inc. with 26 years of industry experience. He holds the ChFC® designation and securities licenses Series 66 and Series 63. His prior work experience includes roles at Nationwide Financial, Nationwide Securities, and Nationwide Insurance Company. Outside of his advisory work, he is involved in photography, contributing to an on-demand art printing platform. Tlg Advisors, Inc. serves a diverse client base including individuals, high-net-worth clients, trusts, charitable organizations, corporations, and institutional investors. The firm focuses on manager selection and portfolio monitoring using fundamental analysis and Modern Portfolio Theory, offering both sub-advisor managed accounts and a direct-to-consumer digital investment program.

Hunter Mulder is a financial advisor with Empower Advisory Group in Corpus Christi, TX, holding Series 63 and Series 66 licenses and four years of industry experience. His prior roles include positions at Charles Schwab and Stifel. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, along with services to Empower Premier IRA and retail brokerage clients. The firm’s approach includes integrated financial planning tied to Empower’s recordkeeping platforms, emphasizing long-term portfolio returns and annual rebalancing.