Humberto Gonzalez is a financial advisor at Simplicity Wealth with two years of industry experience. He holds a Series 65 credential and has previously worked at AE Wealth Management, LLC. Outside of finance, he manages Naturally Dolce LLC, a hair salon business, and Dolce Farms LLC, an urban farm that sells produce at local farmers markets. Simplicity Wealth serves a wide range of clients including individual and institutional investors, offering financial planning, portfolio management, and retirement plan services. The firm employs a fund-of-funds approach with ETFs, mutual funds, and individual securities, and provides a technology-driven platform with model portfolios, third-party manager oversight, and operational support for advisers.

Sandra Aguilar is a financial advisor at MissionSquare Retirement with 24 years of industry experience. She holds Series 63 and Series 65 credentials and has been 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, offering plan administration, recordkeeping, education, and Guided Pathways Advisory Services. The firm’s investment advice and model portfolios are developed by Morningstar Investment Management and are delivered through multiple channels, supporting over 40,000 participants with an integrated multi-team structure.

Joseph Pazera is a Certified Financial Planner® with 12 years of experience in the financial services industry. He has worked at Geneos Wealth Management, Inc. since 2014 and also operates under Pazera Capital Management. Geneos Wealth Management serves a diverse client base, including individuals, trusts, pension plans, corporations, and charitable organizations, offering financial planning, investment advisory, and brokerage services. The firm employs a range of investment strategies and analytic approaches, combining discretionary trading with continuous account monitoring.

Michael Pazera is a CFP® with 20 years of industry experience, currently serving at Geneos Wealth Management, Inc. and Pazera Capital Management Inc., both since 2008. He is a board member of the Southlake Community Enhancement and Development Corp and a partner in Slump Buster Collectables. Geneos Wealth Management serves a diverse client base including individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, investment advisory, and brokerage services, employing a range of analytic strategies and discretionary trading authority to manage assets through customizable portfolios and third-party money manager referrals.

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 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.

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, 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.