Lisa Evans Dykes is a financial advisor with Planmember Securities Corporation based in Corpus Christi, TX. She holds the Series 63 and Series 65 designations and has 11 years of industry experience. Lisa operates Lisa's Financial Services Inc. and is involved with Elite Plus Financial, both of which focus on financial and insurance sales. Planmember Securities Corporation provides retirement-plan advisory services to employers and plan participants, offering fiduciary oversight and participant-level investment options. The firm employs a top-down strategic asset allocation framework and manages risk-based mutual fund portfolios spanning conservative to aggressive strategies.

Marisa Decker is a financial advisor with Merrill and holds Series 63 and Series 65 licenses. She has 15 years of industry experience, including prior roles at Wells Fargo Advisors and Wells Fargo Clearing. Outside of her advisory work, she owns a sole proprietorship called Stardust and Vagabonds, where she creates and sells hand-painted hats online and at craft shows. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Mark Harms is a financial advisor with Thrivent Investment Management based in Corpus Christi, TX. He holds Series 63 and Series 65 licenses and has 30 years of industry experience, including 24 years with Thrivent Financial for Lutherans and Thrivent Investment Management. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based analyses and comprehensive written recommendations across various planning topics, allowing clients to combine planning with managed-account programs while keeping services distinct.

Robert Wyckoff is a financial advisor with Morgan Stanley in San Antonio, TX, holding a Series 66 credential and 18 years of industry experience. He has been with Morgan Stanley and its Private Bank since 2015. Outside of his advisory role, he owns Texas Time Machine Rentals LLC, which rents replicas of the DeLorean time machine from the "Back to the Future" films, and he serves on the Finance Committee of Leon Springs Baptist Church. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and operates both as an investment adviser and broker-dealer.

Ramon Smith is a Senior Financial Advisor at Merrill Lynch Wealth Management. He has built a career spanning over 30 years focused on providing financial strategies grounded in trust and transparency. Ramon begins each client relationship with a Personal Wealth Analysis (PWA) to establish a clear roadmap tailored to the client's growth and risk management goals. His expertise includes navigating changing market conditions through a disciplined, results-oriented approach. Ramon specializes in areas such as college education planning, corporate benefits, institutional investment consulting, and employee financial health. He values building long-term relationships and aims to be a steady resource for clients during life transitions. Ramon holds professional designations including Certified Exit Planning Advisor (CEPA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). He obtained his high school diploma from Bouge Chitto High School. In addition to his professional work, Ramon participates in community volunteering aligned with the Merrill tradition of community involvement. His personal interests include adventure sports, baseball, gardening, family time, table tennis, tennis, and volleyball.

Michael Crase is a financial advisor with LPL Financial, holding Series 65 and Series 63 credentials. He began his advisory career in 2024 and previously worked in technology and mortgage sectors, including roles at Q2 Software and First Centennial Mortgage. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual clients, retirement plans, institutions, and charitable organizations through a broad network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Henry Thompson Jr. is a Chartered Financial Consultant (ChFC®) with 53 years of industry experience. He has been with Cambridge Investment Research Advisors since 2012. Outside of his advisory role, he serves as chairman of the finance committee at First United Methodist Church in Corpus Christi, TX, and is a board member of Knockenut Farm, a sport and fitness organization. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts by providing financial planning, investment management, and retirement advisory services. The firm offers a range of portfolio management options and utilizes both proprietary and third-party strategies tailored to client objectives.

Sean Levings is a financial advisor at Edward Jones in Corpus Christi, TX, holding a Series 66 designation with seven years of industry experience. His prior roles include positions at Bank of America, Merrill, and the Corpus Christi Independent School District. Outside of finance, he has worked in the restaurant industry at Luciano's Italian Restaurant since 2002. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a nationwide network of over 23,000 advisors.

Henry Medina is a Senior Financial Advisor with Merrill Lynch Wealth Management. He works closely with clients to develop personalized financial plans tailored to their unique ambitions, including education funding, retirement planning, and managing potential healthcare costs. His approach emphasizes understanding clients' individual perspectives and priorities to create transparent and straightforward wealth management strategies. Medina holds the Personal Investment Advisor (PIA) designation. His educational background includes a High School Diploma from A C Jones, an Associate's Degree from Coastal Bend College, a Bachelor's Degree from the Texas A&M University System, and completion of an Accredited Certificate Program at Southern Methodist University.

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.

Catherine Polinard is a Financial Advisor at Merrill Lynch Wealth Management, where she partners with high-net-worth individuals and families to manage complex financial landscapes, including tax considerations and long-term wealth planning. She focuses on helping clients preserve and strategically position their assets to create lasting, multigenerational impact. Catherine's client focus includes college education planning, divorce transition planning, family wealth management strategies, legacy planning, philanthropic planning, and serving endowments, foundations, and non-profits. With more than 15 years of experience in business and finance, Catherine takes a comprehensive, goals-based approach to planning that centers on her clients' unique circumstances and priorities. As a fee-only advisor, she commits to acting in her clients' best interests, providing personalized guidance and tailored strategies. Catherine earned a Bachelor's Degree from Texas A&M University and holds the Personal Investment Advisor (PIA) designation. Outside of her professional role, Catherine is involved in several community organizations, including 100 Women of the Coastal Bend, the American Heart Association, Coastal Bend Food Bank, Communities In Schools of the Coastal Bend, and Ronald McDonald House. Her personal interests include adventure sports, biking, boating, camping, hiking, pickleball, traveling, and spending time with her family.

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.

John David Hampton is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has been serving clients since 1999 and joined Merrill Lynch in 2005. His role includes managing individual wealth through multiple and complex market cycles, and as a Senior Portfolio Advisor, he manages custom investment strategies on a discretionary basis. John David works primarily with high-net-worth individuals and families, focusing on understanding their financial situations, risk tolerances, time horizons, and liquidity needs to develop aligned financial strategies. He integrates personalized service with investment insights from Merrill Lynch and access to banking services through Bank of America. John David holds the CERTIFIED FINANCIAL PLANNER4 professional certification and a bachelor's degree from the University of Kentucky, obtained in 1998. His expertise encompasses various financial planning areas including college education planning, family wealth management strategies, personal retirement planning, philanthropic planning, portfolio management, tax minimization, and small business strategies. He has been recognized as a member of The Bielski, Bielski & Hampton Group on the Forbes "Best-in-State Wealth Management Teams" list for multiple years. Outside of his professional work, John David and his wife, Julie, have three sons and are active in their community and church, First Baptist Church in Corpus Christi, TX. As an Eagle Scout, he serves as an adult leader with the Boy Scouts and Cub Scouts of America. He is also involved in community initiatives such as Making Strides Against Breast Cancer with the American Cancer Society and Scouting for Food with the Corpus Christi Food Bank.

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.

Jason Reeves is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 28 years of industry experience. His prior roles include positions at Cetera Advisor Networks LLC and Summit Financial Group. 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 provides a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and model portfolios from multiple sources.

Javier Ramirez is a financial advisor at Edward Jones in Corpus Christi, TX, holding a Series 66 designation with 10 years of industry experience. He has been with Edward Jones since 2015. Outside of his advisory work, he is involved with Disable Veterans Compensation in Corpus Christi. 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 with approximately $1.01 trillion in assets under management and maintains a large network of financial advisors and branch offices nationwide.

Chelsea Hastings is a financial advisor with Edward Jones, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones, she worked in early childhood education and at a local science and history museum. Outside of her advisory work, she sells second-hand vintage clothing online. Edward Jones is a full-service wealth management firm serving millions of individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices.

Jerry Browning Jr. is a financial advisor at Stifel with 24 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2009. Outside of his advisory role, he serves as a member of the City of Portland Texas Planning & Zoning Commission. Stifel serves a broad range of clients, including individuals, institutional investors, and municipal entities, providing both brokerage and investment advisory services. The firm uses a proprietary methodology developed by its Investment Strategy Group for investment analysis and allocation guidance.

Sharon Garza is a financial advisor at UBS Financial Services with 27 years of industry experience. She has been with UBS since 2010 and holds Series 63 and Series 66 licenses. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, including financial planning, portfolio management, and mutual fund distribution. The firm integrates institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor investment strategies.