Steven King is a financial advisor at TCFG Investment Advisors, LLC with eight years of industry experience. He holds a Series 66 designation and has previously worked at Edward Jones, Bank of America/Merrill Lynch, and Keller Williams Realty. Outside of advising, he serves as president and owner of an e-commerce business and works as an Uber driver. TCFG Investment Advisors, LLC manages approximately $639 million in client assets through a team of 29 advisors, serving individuals, profit-sharing plans, charities, and businesses. The firm offers discretionary and non-discretionary portfolio management, financial planning, and consulting, employing diverse analytical strategies and maintaining custodial relationships with major firms.

Humberto Gonzalez is a financial advisor at Simplicity Wealth with a Series 65 credential and two years of industry experience. His prior roles include positions at AE Wealth Management, LLC and SSTX Wealth LLC. Outside of advisory work, he is involved in managing Naturally Dolce LLC, a hair salon business, and Dolce Farms LLC, an urban farm selling produce at local farmers markets. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, and institutional clients. The firm employs a fund-of-funds investment approach using ETFs, mutual funds, and individual securities, while offering model portfolios, third-party manager due diligence, and technology solutions for other advisers.

Sandra Aguilar is a financial advisor with MissionSquare Retirement in Corpus Christi, TX, holding Series 63 and Series 65 credentials and 25 years of industry experience. She has worked with ICMA Retirement Corporation since 2001. MissionSquare Retirement serves state and local government employers, their employees, and certain nonprofit entities by administering deferred compensation and qualified retirement plans, providing plan administration, recordkeeping, education, and Guided Pathways Advisory Services delivered through multiple channels. The firm’s advisory approach includes model portfolios developed by Morningstar Investment Management and serves over 40,000 participants through a multi-team structure.

Glenn Mayo is a financial advisor with GWN Securities Inc. in Corpus Christi, TX, holding Series 63 and Series 65 credentials and over 30 years of industry experience. His prior work includes sixteen years at Institutional Securities Corp, and he has been involved with South Texas Benefits, LLC for nearly three decades. Mayo serves as president of the Corpus Christi Estate Planning Council and is a board member of the Robin & Lou Carter Family Foundation. GWN Securities provides investment advisory and related services to individual and corporate clients through various managed account programs and financial planning offerings. The firm uses a combination of affiliated and unaffiliated sub-advisers and applies strategies including asset allocation and Modern Portfolio Theory, with a noted emphasis on market-timing and momentum-based approaches in legacy programs.

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.

Lilia Arandela is a financial advisor with Eagle Strategies (NY Life) in Corpus Christi, TX, holding the ChFC® designation and Series 63 license. She has 29 years of industry experience, including long-term roles at New York Life Insurance Company and its affiliated entities since 1996. Outside of her advisory work, she serves as an officer of the Coastal Bend Filipino American Association, promoting Filipino culture and heritage, and is involved in local industry efforts as a board member of the National Association of Insurance and Financial Advisers – Corpus Christi chapter. Eagle Strategies serves a broad client base including individual investors and institutional retirement plans, offering financial planning, investment management, and advisory services. The firm emphasizes tailored recommendations and delivers advice through multiple program types within an integrated New York Life affiliate structure.

John Nabergall II is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. His prior roles include positions at OSAIC, FSC Securities Corporation, Ameriprise Financial Services, Wunderlich Securities, and Morgan Stanley. He is also an officer and director of Naberhood Financial Services, a marketing DBA related to investment services. Independent Financial Group, LLC provides investment advisory and brokerage services to a wide range of clients, including individuals, high-net-worth clients, trusts, corporate and pension plans, and charitable organizations. The firm offers financial planning and portfolio management through multiple platforms, utilizing both firm- and third-party models that incorporate strategic asset allocation and a combination of passive and active investment exposures.

Ashton Schumacher is a financial advisor at Citigroup Global Markets with six years of industry experience. He holds the Series 66 designation and has held multiple roles within Citi Private Bank since 2019. His prior experience includes work with Mary’s Blue Door and various engagements at the University of Southern California Marshall School of Business. Citigroup Global Markets serves individual and institutional clients across a range of wealth segments, offering multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs, supported by in-house research and extensive market roles.

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, holding Series 63 and Series 65 licenses and 16 years of industry experience. His career includes positions at Cetera and Cetera ADVISORS LLC, as well as 12 years of prior government service. He serves as a board member for Heart of Texas Goodwill and is the sole owner of N & H Miles & Smilez LLC, a ride-share business. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and institutional investors. The firm delivers financial planning and portfolio management through multiple platforms, utilizing both proprietary and third-party models with a blend of active and passive investment strategies.

Stefany Schade is a financial advisor with Independent Financial Group, LLC in Corpus Christi, TX, holding a Series 66 designation and 19 years of industry experience. She has worked at firms including Cetera Advisor Networks LLC and Toroso Financial Group, where she is a 95% owner. Schade is a director emeritus of Goodwill Industries of South Texas and actively volunteers with the Junior League of Corpus Christi, serving in upcoming leadership roles. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and retirement plans. The firm offers financial planning and portfolio management using a range of platforms and third-party asset managers, combining strategic asset allocation with both passive and active investment strategies.

Mark Militello is a financial advisor with Independent Financial Group, LLC in Corpus Christi, TX, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His prior experience includes roles at Cetera Advisor Networks LLC, Girard Securities, and Next Financial Group, Inc. He is the managing member of Militello Wealth Management LLC, a business entity used for marketing and investment purposes. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, corporate and pension plans, and charitable organizations. The firm offers financial planning and portfolio management through various platforms and employs both firm- and third-party models to develop client strategies across standard risk profiles.

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.

Jimmy Rivera is a financial advisor with Eagle Strategies (NY Life) in Corpus Christi, TX, holding Series 63 and Series 66 licenses and 24 years of industry experience. He has been with Eagle Strategies since 2019 and also maintains affiliations with New York Life Insurance Company and Nylilfe Securities LLC since 2002. Outside of his advisory work, he serves on the board of York Town Christian Academy, participating in decision-making for the school. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers a variety of program types and emphasizes tailoring recommendations to client objectives, with a significant portion of assets managed on a non-discretionary basis.

Trace Bucey is a financial advisor with PlanMember Securities Corporation in Corpus Christi, TX, holding Series 63 and Series 65 licenses and five years of industry experience. His prior work includes roles at DoorDash Inc., and several academic institutions. He is also self-employed through Elite Plus Financial and offers fixed indexed annuity sales and services independently. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans and offering participant-level investment options through managed, risk-based mutual fund portfolios. The firm supports plan sponsors and participants with education, personalized planning, and separation counseling, utilizing a strategic asset allocation framework and periodic portfolio rebalancing.

John Jackson Jr. is a financial advisor with Eagle Strategies (NY Life) in Corpus Christi, TX, holding Series 63 and Series 66 licenses and bringing 39 years of industry experience. He has been with Eagle Strategies since 2015 and has long-standing affiliations with New York Life Insurance Company and NYLife Securities Inc., dating back to 1990 and 1991, respectively. Jackson is also appointed with outside insurance carriers to broker non-registered insurance products. Eagle Strategies serves a diverse client base, including individual investors and institutional clients, by providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored solutions, operating primarily on a non-discretionary basis and integrating advisory services with insurance and annuity products through its affiliation with New York Life.