Walter Reyna is a financial advisor with Walter J. Reyna, Inc. in McAllen, TX, holding the CFP® designation and Series 63 license, with 41 years of industry experience. He previously worked at Lincoln Financial Securities Corporation for 37 years and has been involved with Walter J. Reyna, Inc. and Reyna Financial since 1984. He serves as a board member of the Rio South Texas Economic Foundation, which focuses on economic development. 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 process that uses a tactical, seasonal approach with primarily exchange-traded funds, offering ongoing portfolio monitoring and advisory services.

Jesús Longoria is a CFP® with 23 years of experience in the financial industry, currently serving at Amicus Financial Advisors, LLC since 2005. He is also a partner and project manager at Iconic Design Studio, LLC, where he manages interior design and remodeling projects. Amicus Financial Advisors, LLC provides comprehensive financial planning and investment advisory services to a wide range of clients, including high-net-worth individuals, trusts, and corporations. The firm employs a multi-cap, multi-style investment approach that integrates active and passive strategies and offers various affiliated services, including settlement planning and trust company referrals.

Cordero Lopez is a financial advisor at Arkadios Wealth Advisors with one year of industry experience. He holds a Series 65 designation and previously worked at Texas Regional Bank and Interstate Battery System of the Rio Grande Valley. Arkadios Wealth Advisors is a multi-team SEC-registered firm serving individuals, trusts, businesses, corporations, and retirement plans. The firm provides customized investment plans implemented through various managed accounts and combines fundamental, technical, and cyclical analysis in its approach.

Edgar Salinas is a CFP® with 14 years of experience in the financial industry. He is currently with Perigon Wealth Management, LLC and has been involved with Fair Capital, Inc., a financial software development company, since 2018. Prior to that, he worked at EHS Software. Perigon Wealth Management offers customized investment advisory and wealth management services to a diverse client base, including individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and banking or thrift institutions. The firm emphasizes individualized portfolio construction aligned with clients' goals and risk tolerance, and is notable for its servicing of banking and thrift institutions, as well as its management of wrap and sub-advisor programs.

Desiree Longoria is a financial advisor at Dynamic with six years of industry experience. She holds a Series 65 designation and has worked at Dynamic Wealth Advisors since 2020. Prior to her advisory role, she spent seven years working at Ruben Hinojosa Elementary School. Outside of advising, she is an independent life and health insurance agent. Dynamic serves a diverse range of clients including individuals, trusts, charitable organizations, and businesses, offering portfolio management, financial planning, and retirement services. The firm emphasizes a long-term, client-specific investment approach and provides extensive support to other advisers through technology, compliance, and sub-advisory services.

Enrique Lopez is a financial advisor at Arkadios Wealth Advisors with 28 years of industry experience. He held prior roles at Lone Star National Bank and LPL Financial before joining Arkadios in 2018. Outside of his advisory work, he is involved in a family-owned battery distribution business, Lopez Brothers Distribution, LLC. Arkadios Wealth Advisors serves individuals, trusts, businesses, and retirement plans by offering customized investment and wealth management solutions, including advisor-managed accounts, third-party money manager access, and financial planning. The firm utilizes a combination of fundamental, technical, and cyclical analysis, supported by an internal portfolio team, to manage discretionary accounts and provide a range of advisory services.

Sean Romero is a financial advisor at Ausdal Financial Partners, Inc. with five years of industry experience. He holds Series 65 and Series 63 licenses and has worked previously at Intervest International Equities Corp, TCG Advisory Services LLC, and as a self-employed advisor. Outside of his advisory role, he owns and operates Farley Financial, an insurance agency specializing in fixed insurance sales. Ausdal Financial Partners serves individuals, trusts, estates, retirement plans, and business entities, managing approximately $3.73 billion for over 16,000 clients. The firm offers a wide range of advisory and financial planning services, tailoring investment strategies to each client’s objectives and risk tolerance through a multi-custodian platform and integration of third-party managers.

Frank Ulloa is a financial advisor at Mutual of Omaha Investor Services, Inc. with two years of industry experience. He holds Series 63 and Series 65 licenses and has a background that includes roles at Mutual of Omaha Insurance Company and as an Independent Insurance Agent. Outside of his advisory work, he is involved in insurance sales and partners in a property management business. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning and managed account programs primarily through a platform relationship with Envestnet. The firm operates alongside broker-dealer and insurance businesses within the Mutual of Omaha group and offers a range of investment and advisory solutions.

Marco Hernandez is a financial advisor at Simplicity Wealth with 32 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Money Concepts Capital Corp for 22 years. Hernandez serves on the board of directors for Valley Federal Credit Union and is co-owner of Aquaflora on Evelyn, a business involved in greenhouse operations. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, and other financial firms. The firm employs a fund-of-funds investment approach using ETFs, mutual funds, and individual securities, offering model portfolios monitored and rebalanced regularly alongside services such as tax optimization and customized investment screening.

Jose Longoria Jr. is a financial advisor with Dynamic, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He worked at Oxford Asset Management, LLC for 12 years before joining Dynamic Wealth Advisors in 2018. Outside of advising, his family owns and operates a cattle ranch. Dynamic serves a diverse client base including individuals, trusts, estates, charitable organizations, and other registered investment advisers. The firm emphasizes long-term, client-specific portfolio construction and supports other advisers through technology, compliance, and sub-advisory services.

Carlos Lopez is a financial advisor at Simplicity Wealth with eight years of industry experience. He holds a Series 65 designation and has worked at MAH Financial Services and Money Concepts Capital Corp, among other firms. In addition to his advisory role, he is an insurance agent specializing in selling annuities and life insurance. Simplicity Wealth serves a diverse client base including individual investors, retirement plans, corporate and institutional investors, and financial firms. The firm employs a fund-of-funds investment approach utilizing ETFs, mutual funds, and individual securities, while providing advisory and technology services such as a managed account platform and model portfolio management.

Adan Salazar is a financial advisor with Kovack Advisors, Inc. in McAllen, TX, holding a Series 66 license and 21 years of industry experience. He has worked at Kovack Advisors since 2014, following prior roles at LPL Financial, Edward Jones, and Wells Fargo Investments. Outside of advising, he is involved in several business ventures including partnerships in insurance services and ownership of a collectibles business focused on baseball cards and comic books. Kovack Advisors, Inc. is a multi-team registered investment adviser with approximately 260 advisors and over $6 billion in client assets. The firm serves a range of clients including individuals, pension plans, charitable organizations, and government entities, implementing portfolios through a combination of internally developed models and third-party managers supported by Envestnet technology.

Alvaro Prieto is a financial advisor with Sanctuary Advisors, LLC, holding a Series 66 designation and one year of industry experience. Prior to his current role, he held positions at Sanctuary Securities, Inc. and several oilfield services firms. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, trusts, estates, and charitable organizations. The firm supports independent investment adviser representatives with a range of portfolio management options and employs various analytical approaches, acting as a fiduciary under written agreements.

Elizandro Flores is a financial advisor at GWN Securities Inc. with a Series 66 designation. He has one year of industry experience and previously worked at South Texas College for 26 years before a brief retirement. GWN Securities provides investment advisory and related services to individual and corporate clients through various managed account programs and financial planning offerings. The firm employs a mix of affiliated and unaffiliated sub-advisers and is noted for its use of market-timing and momentum-based trading strategies.

Bernadette Kim is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. She has been with Transamerica Financial Advisors since 2012 and has involvement in various financial education and referral services, including roles with the Heartland Institute of Financial Education and the National Association of Registered Social Security Analysts. Outside of advising, she participates in college planning education and provides estate planning referrals. Transamerica Financial Advisors serves a broad client base including individuals, retirement plans, trusts, and businesses, delivering advisory and brokerage services through a large advisor network and multiple program platforms that utilize model portfolios and third-party managers.

Liza Fox is a financial advisor with PNC Wealth Management in Edinburg, TX, holding Series 66 and Series 63 credentials and five years of industry experience. Her career includes roles at PNC Investments LLC, PNC Bank, BBVA Securities Inc., BBVA Compass Insurance Agency, and Compass Bank. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only, algorithm-driven digital portfolio solution for employees that utilizes mutual funds and ETFs with annual rebalancing.

Lorena Guerrero is a financial advisor with Sanctuary Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. Her prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors, LLC. Outside of her advisory work, she owns a rental property business. Sanctuary Advisors, LLC serves a diverse client base including individuals, corporations, and charitable organizations, providing investment advisory and financial planning services through a network of over 400 independent advisers. The firm offers a broad range of portfolio management options and operates a platform that includes both onshore and offshore solutions, acting as a fiduciary under written advisory agreements.

Zonia Pullen is a financial advisor with Sanctuary Advisors, LLC, holding Series 63 and Series 66 licenses and 26 years of industry experience. Her prior roles include positions at The Prudential Insurance Company of America, Primerica Financial Services, and Bolton Securities Corporation. She is based in McAllen, TX. Sanctuary Advisors, LLC serves a diverse client base including individuals, corporations, and charitable organizations by providing investment advisory and financial planning services through a network of over 400 independent advisers. The firm offers a variety of portfolio management options and employs multiple analytical approaches while acting as a fiduciary under written advisory agreements.

Roberto Lopez is a financial advisor with Sanctuary Advisors, LLC, holding Series 63 and Series 66 licenses and 22 years of industry experience. He has worked at Sanctuary Wealth since 2021 and previously held roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Lopez serves as a board member and treasurer for the Boys and Girls Club RGV, where he participates in fundraising and financial oversight. He is also involved in the management and operations of a retail bakery and restaurant. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including high-net-worth individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers portfolio management, retirement plan consulting, and other advisory services through a large network of independent representatives using a variety of investment approaches and platforms.

Eunice Flores is a financial advisor with Sanctuary Advisors, LLC, holding Series 63 and Series 66 licenses and possessing 17 years of industry experience. She previously worked at Merrill Lynch, Pierce, Fenner & Smith Inc. for 13 years before joining Sanctuary Advisors and Sanctuary Securities in 2024. Sanctuary Advisors, LLC serves a diverse client base, including individuals, corporations, pension plans, trusts, and charitable organizations, through a network of over 400 independent investment adviser representatives. The firm offers a range of services such as portfolio management, financial planning, and retirement plan consulting, employing various analytical approaches and acting as a fiduciary when a written agreement exists.