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.

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.

Florentino Chapa is a financial advisor with Sanctuary Advisors, LLC in McAllen, TX, holding Series 63 and Series 66 credentials and 22 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC before joining Sanctuary Wealth in 2021. In addition to his advisory role, Chapa is involved in real estate investment through partnerships in property rentals and real estate transactions. Sanctuary Advisors, LLC serves a diverse client base including individuals, corporations, and institutions, offering investment advisory and financial planning services through a network of over 400 independent advisers. The firm supports various portfolio management strategies and acts as a fiduciary when a written advisory agreement is in place.

Erasmo Salinas Jr. is a financial advisor with Sanctuary Advisors, LLC in McAllen, TX, holding Series 63 and 65 licenses and bringing 24 years of industry experience. His prior career includes roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of advisory work, he is involved in the ownership and management of racehorses and multiple real estate investment ventures. Sanctuary Advisors, LLC serves a diverse client base including individuals, corporations, pension plans, and charitable organizations through a network of more than 400 independent adviser representatives. The firm offers portfolio management, financial planning, and retirement plan consulting, employing a variety of investment strategies and acting as a fiduciary under written advisory agreements.

Jose Perez is a financial advisor with PlanMember Securities Corporation, holding a Series 63 license and 29 years of industry experience. He has worked at PlanMember since 2001 and previously at CGU Life Insurance Co. of America. He is also involved in fixed index annuity sales and life insurance through his business, Jose Luis Perez Retirement Services. PlanMember Securities Corporation provides retirement-plan advisory services to employers and participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm utilizes a strategic asset allocation approach and manages risk-based mutual fund portfolios, offering education and personalized support to plan sponsors and participants.

Leland Landes is a financial advisor at Equity Services, Inc. with 40 years of industry experience. He holds the Series 63 and Series 65 credentials and has been with Equity Services Inc since 2001. Landes also serves as president of The Legacy Group, Inc., a marketing company related to insurance sales. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms, often utilizing third-party asset managers and model portfolios, and combines long-term investment strategies with options for shorter-term trading.

Sandra Propst is a financial advisor with Money Concepts Capital Corp in McAllen, TX. She holds Series 63 and Series 66 designations and has 23 years of industry experience. She has been with Money Concepts Capital Corp since 2012 and also serves as owner and president of Propst Financial Services, Inc., an accounting services business. Additionally, she is involved in health insurance sales with Blue Cross Blue Shield of Texas and holds an officer role in Riostar Logistics, LLC, a freight brokerage business. Money Concepts Advisory Service provides investment advisory, financial planning, and consulting services to a broad client base, including individual investors, high-net-worth clients, pension plans, trusts, and corporations. The firm employs model-driven and asset-allocation strategies, offering both discretionary and non-discretionary programs, and leverages third-party managers and technology platforms such as Envestnet to support portfolio management and reporting.

Javier Ordorica is a financial advisor with Sanctuary Advisors, LLC in McAllen, TX, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. His career includes roles at Sanctuary Wealth since 2021 and Wells Fargo Clearing and Wells Fargo Advisors from 2013 to 2021. Outside of his advisory work, he is a member of the Rotary of Pharr, where he participates in community activities as needed. Sanctuary Advisors, LLC serves a diverse client base including individuals, corporations, pension plans, trusts, and charitable organizations. The firm offers a range of investment advisory and financial planning services delivered through over 400 independent investment adviser representatives utilizing various portfolio management strategies and fiduciary standards.

Pablo Diaz Del Castillo Guzman is a financial advisor at Sanctuary Advisors, LLC, holding a Series 66 designation. Although he has no prior industry experience, his background includes roles at the University of Colorado and involvement with the Colorado Mesa University Cultural Inclusion Council. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse range of clients, including individuals, corporations, pension plans, trusts, and charitable organizations. The firm supports over 400 independent investment adviser representatives who offer portfolio management and retirement plan consulting through various managed account programs and third-party platforms.

Lorena Corral is a financial advisor with Money Concepts Capital Corp in McAllen, TX, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. She has been with Money Concepts Capital Corp since 2013. Outside of her advisory role, she is an owner-partner of a tax preparation business and a notary public. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting services to individuals, pension plans, trusts, charitable organizations, and corporations. The firm employs a range of managed programs and uses fundamental and technical analysis alongside modern portfolio theory to manage assets for approximately 14,700 clients.

Eliud Garza is a financial advisor with Sanctuary Advisors, LLC in McAllen, TX. He holds a Series 66 designation and has six years of industry experience, including seven years at Wells Fargo Clearing. Prior to his financial career, he spent ten years working in education. Sanctuary Advisors, LLC serves a broad client base, including individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers a range of advisory services such as portfolio management, financial planning, and retirement plan consulting through a network of over 400 independent advisors.

David Gamez is a financial advisor with VOYA Financial Advisors, Inc. He holds Series 63 and Series 65 designations and has 14 years of industry experience. His prior roles include positions at Ameriprise Financial Services, LPL Financial, Lone Star National Bank, and BBVA entities. VOYA Financial Advisors, Inc. serves a diverse client base including individual and institutional investors, offering financial planning, portfolio management, and retirement plan consulting. The firm provides advice through multiple program structures, often emphasizing non-discretionary, recommendation-based client relationships.

Marlen Lopez is a financial advisor at Sanctuary Advisors, LLC with 24 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Wells Fargo Clearing and WELLS FARGO Advisors, LLC. Outside of her advisory role, she serves as president of the PSJA Education Foundation, a nonprofit focused on supporting education in the Pharr-San Juan-Alamo Independent School District. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm supports independent adviser representatives with a range of managed account options and employs multiple analytical approaches, acting as a fiduciary under written agreements.

Eric Meisel is a financial advisor at GWN Securities Inc. with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has been with GWN Securities since 2016. Outside of advisory work, he is involved in providing life insurance and annuity products to clients and occasionally invests personal capital in a produce distribution business. GWN Securities offers investment advisory and related services to individual and corporate clients through various managed account programs and financial planning services. The firm employs a mix of affiliated and unaffiliated sub-advisers and utilizes market-timing and momentum-based strategies in some of its legacy programs.

Jorge Cantu is a financial advisor at PNC Wealth Management with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at BBVA Wealth Solutions, Bbva Securities, Bbva Compass Insurance Agency, and COMPASS Bank. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital discretionary model account available as an invitation-only pilot for employees. The firm's approach uses algorithmic questionnaires to recommend risk bands and implements investments via approved model strategies with annual rebalancing.

Carlos Lozano is a financial advisor at UBS Financial Services with 35 years of industry experience. He has been with UBS and its related entities since 2001. Outside of his advisory work, Lozano is involved in real estate through his roles with Neptune Enterprises LLC and Blue Stellar Enterprises, LLC. UBS Financial Services serves individual, corporate, and institutional clients by combining brokerage and investment advisory offerings, including fee-based planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Isaac Martinez is a financial advisor at LPL Financial with four years of industry experience. He holds the Series 66 designation and previously worked at Equitable Advisors LLC. Martinez has also held various roles outside the financial sector, including positions at DoorDash and in education. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with a range of investment strategies and operational tools.