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.

Jason Rodriguez is a financial advisor at Thrivent Investment Management with 14 years of industry experience. He has previously worked at First Command Advisory Services and related entities for over a decade before joining Thrivent. He holds Series 63 and Series 65 credentials. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through its network of Financial Advisors. The firm offers holistic, goal-based financial planning across a broad range of topics, with options to combine planning with managed accounts under a consolidated billing arrangement.

Michelle Orcutt is a financial advisor with Raymond James Financial Services Advisors, Inc. (RJFSA) in Corpus Christi, TX, holding Series 63 and Series 66 credentials with 24 years of industry experience. Her prior experience includes roles at Wells Fargo Advisors LLC and Wells Fargo Clearing. Outside of advisory work, she is involved with several business ventures, including serving as managing partner of Coastal Bend Wealth Partners and holding officer positions at Orcutt Investments C Corp, a holding company for an automotive repair business. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm offers tailored, non-discretionary planning and consulting using risk profiling and modeling tools, and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Kadie Berry is a financial advisor with Primerica Advisors based in Corpus Christi, TX. She holds Series 63 and Series 65 licenses and has three years of industry experience. Her background includes roles in education and customer service, and she is involved with Greenheart Exchange, a cultural exchange program. Primerica Advisors serves primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable organizations. The firm offers a wrap-fee asset management program utilizing model-driven strategies and third-party managers.

Karlton Birdwell is a financial advisor at Cetera with 23 years of industry experience and holds a Series 66 designation. He has held roles at several firms, including Avantax and 1ST Global Advisors, and currently serves as a tax advisor at Cazalas & Hunter, P.C., a CPA firm specializing in tax preparation and advice. Outside of his advisory work, he is a limited partner in a family limited partnership that manages royalties from a family-owned ranch. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of advisors. The firm offers a multi-manager platform with various portfolio management options, combining discretionary and non-discretionary services and access to a wide range of investment strategies and third-party managers.

Hector Mendoza Martinez is a CFA® charterholder and holds a Series 66 license with one year of industry experience. He has been with Edward Jones since 2025 and previously worked at Deloitte Tax LLP for 13 years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices, and provides services under a fiduciary standard.

Barbara Ellis is a financial advisor with LPL Financial in Corpus Christi, TX, holding Series 63 and Series 66 credentials and bringing 20 years of industry experience. She previously worked for Edward Jones for 15 years before joining LPL Financial in 2020. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management alongside model portfolios and research from various sources.

Gary Underbrink is a financial advisor with Mass Mutual Investors Services in Corpus Christi, TX, holding a Series 66 credential and 20 years of industry experience. He previously worked at Metlife Securities before joining Mass Mutual Life Insurance Company and Mass Mutual Investors Services. Outside of his advisory role, Underbrink serves as a multiple sports official and provides consulting related to royalty payments for a business operation. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that offers financial planning and investment services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm employs collaborative, software-supported planning processes and provides various educational and asset management programs.

Laurelyn Pohlmeier is a CFP®-designated financial advisor with Edward Jones, based in Corpus Christi, TX, and has 27 years of industry experience, all with Edward D. Jones & Co., L.P. since 1999. She serves as a Civilian Trustee for the Corpus Christi Firefighters' Retirement System, advising on the management of retirement benefits for qualified participants. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and affiliated investment products, with over $1 trillion in assets under management and a large nationwide network of financial advisors.

Ryan Reyna is a financial advisor with Equitable Advisors in Corpus Christi, TX, holding Series 65 and Series 63 credentials and six years of industry experience. His work history includes roles at Robert A. Flores/Private Wealth Group, Mutual of Omaha Investor Services, and Prime Real Estate. Equitable Advisors serves a diverse client base that includes individuals, high-net-worth clients, retirement plans, and institutions, providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates through multiple program sponsors and endorsed third-party managers, managing substantial assets on both discretionary and non-discretionary bases.

Michael Gorichanaz is a financial advisor at Cetera with 35 years of industry experience. He holds Series 63 and Series 66 credentials and has worked previously at Avantax Investment Services, Harbour Investments, and operates BEACON BENEFITS GROUP, INC. dba MGA Wealth Management. He serves as an officer of his financial planning firm, which he has been involved with since 1997. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a range of portfolio management options and reported over $256 billion in assets under management.

Braylon Minor is a financial advisor at Edward Jones in Corpus Christi, TX, holding a Series 66 designation. He has experience working at Edward Jones since 2026 and previously worked at Waddell & Reed from 2023 to 2026. Prior to his advisory roles, he has held positions outside the financial industry and has been a full-time student. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices.

Robert Osborn is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. His career includes over two decades at Sun Trust and more than a decade with Cetera Advisors LLC. Outside of his advisory work, he is involved with Harbor Financial Group, focusing on securities and fixed insurance in Corpus Christi, TX. Cetera Investment Advisers LLC is a large nationwide network of independent advisors serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and consulting services, using a multi-manager platform that includes affiliated and third-party model portfolios as well as bespoke strategies.

Johnathon Zamudio is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and seven years of industry experience. He has been with Equitable Advisors since 2019, following a one-year tenure at AXA Advisors, LLC. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporate, charitable, and institutional clients, providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, utilizing LPL-sponsored programs and third-party managers to deliver advisory and brokerage solutions.

Robert Gorman is a financial advisor at LPL Financial with 34 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Wells Fargo Clearing and Wells Fargo Advisors. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives, offering a range of advisory programs and financial planning services.

Hunter Gall is a financial advisor at Equitable Advisors with two years of industry experience. He holds Series 65 and Series 63 licenses. Outside of his advisory role, he is a partial owner of a real estate business, TipTop Real Estate. Equitable Advisors serves a diverse client base including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, operating primarily through LPL-sponsored programs and various endorsed TAMPs.

Francisco Cantu is a financial advisor with Charles Schwab, holding a Series 66 designation and over 10 years of industry experience. He has worked at Charles Schwab since 2014, with prior roles at Charles Schwab Trust Bank, Charles Schwab Bank, SSB, optionsXpress, and Toys R Us. Charles Schwab & Co., Inc. serves a large client base primarily consisting of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers multi-asset model portfolios along with a formal alternative-investment onboarding process.

Jamie Solis is a financial advisor with Equitable Advisors in Corpus Christi, TX, holding a Series 66 designation and beginning his advisory career in 2025. Prior to joining Equitable Advisors, he has experience with Robert Flores and Hondo Harris and Waddell & Reed. Outside of his advisory role, he serves as Executive Chair of the PWG Partners Foundation and Community Service Chair for the Young Professionals of the Coastal Bend, and he is also a commissioned notary public. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement plan support, and access to asset management through third-party programs. The firm operates a hybrid referral and implementation model that incorporates advisory and brokerage channels, tailoring services based on client goals, risk tolerance, and time horizon.

Albert Arismendi III is a financial advisor with Primerica Advisors in Corpus Christi, TX, holding a Series 66 designation and 11 years of industry experience. He has worked with Primerica Advisors since 2013, with prior experience at Mathis ISD. Outside of advisory work, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed accounts under a wrap-fee structure. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, providing a tiered wrap fee model and ongoing oversight of portfolio management.

Larry Olivarez Jr. is a financial advisor with Ameriprise in Corpus Christi, TX, holding a Series 66 credential and 24 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Outside of his advisory role, Olivarez co-owns an indoor baseball and softball batting cage training facility and serves on the boards of the Ready or Not Foundation and South Texas Substance Abuse Recovery Services. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement with significant investable assets, providing written recommendation reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its approach and emphasizes managed accounts and algorithmic automation to generate tailored retirement-income recommendations.