Trace Bucey is a financial advisor with PlanMember Securities Corporation in Corpus Christi, TX, holding Series 63 and Series 65 licenses and five years of industry experience. His prior work includes roles at DoorDash Inc., and several academic institutions. He is also self-employed through Elite Plus Financial and offers fixed indexed annuity sales and services independently. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans and offering participant-level investment options through managed, risk-based mutual fund portfolios. The firm supports plan sponsors and participants with education, personalized planning, and separation counseling, utilizing a strategic asset allocation framework and periodic portfolio rebalancing.

John Jackson Jr. is a financial advisor with Eagle Strategies (NY Life) in Corpus Christi, TX, holding Series 63 and Series 66 licenses and bringing 39 years of industry experience. He has been with Eagle Strategies since 2015 and has long-standing affiliations with New York Life Insurance Company and NYLife Securities Inc., dating back to 1990 and 1991, respectively. Jackson is also appointed with outside insurance carriers to broker non-registered insurance products. Eagle Strategies serves a diverse client base, including individual investors and institutional clients, by providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored solutions, operating primarily on a non-discretionary basis and integrating advisory services with insurance and annuity products through its affiliation with New York Life.

Clay Campbell is a financial advisor with PlanMember Securities Corporation in Corpus Christi, TX, holding Series 63 and Series 65 registrations and bringing 10 years of industry experience. He has been with PlanMember since 2016 and operates independently through Elite Plus Financial & Retirement Services and as an insurance agent. 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 uses a strategic asset allocation framework to manage risk-based mutual fund portfolios and offers education, support, and personalized planning services to plan sponsors and participants.

John Demontel is a financial advisor at Principal Financial Services with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Principal Life Insurance Company, Demontel Financial Services, Principal Securities Inc., and Arvak Financial Services. He serves as a vestry board member at St. Marks Episcopal Church in Corpus Christi, overseeing church business and events. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, retirement consulting, and access to third-party money manager asset allocation and separately managed accounts.

Richard Dwinell is a financial advisor at Independent Financial Group, LLC with 42 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Cetera and Cetera ADVISORS LLC. Outside of his advisory role, he serves as a volunteer on the City of Harker Heights Public Safety Commission and the Police Department’s Training Advisory Board. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and charitable organizations. The firm offers a range of financial planning and portfolio management services using both firm and third-party models, combining passive and active investment strategies.

Gina Evins is a financial advisor with PlanMember Securities Corporation, holding Series 63 and Series 65 licenses and bringing seven years of industry experience. She has operated her own insurance sales and services business since 2009 and also provides seasonal tax preparation services through Financial Matters Tax Service. PlanMember Securities Corporation offers retirement-plan advisory services to employers and plan participants, managing risk-based mutual fund portfolios through a strategic asset allocation process and providing education and support such as seminars and personalized planning.

Kyle Kruger is a financial advisor with First Command Advisory Services in Corpus Christi, TX, holding a Series 66 credential and eight years of industry experience. He has worked exclusively with First Command entities since 2017 and has prior experience outside finance at Schlitterbahn Water Park. Kruger is co-owner of Chicken Dippin, a business specializing in manufacturing dipping containers for chicken wings, and serves as a board member with both the Corpus Christi Navy League and Junior Achievement. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs managed by a centralized Investment Management Team and Wealth Portfolio Managers using a disciplined selection and monitoring process.

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.

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.

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.

Alejandro Lopez Del Rio is a financial advisor with Ameriprise in Corpus Christi, TX, holding a Series 66 designation. He began his advisory role in 2025 and has previous experience in education and hospitality sectors. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides tailored retirement-income planning advice focused on income reliability and tax-aware withdrawal strategies.

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.

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.

John Holloway is a financial advisor at Raymond James Financial with 21 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Raymond James Financial Services Advisors Inc. since 2013. Outside of his advisory role, he is involved with Laguna Wealth Services, where he assists in daily operations and focuses on acquiring new business and implementing investment strategies. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored non-discretionary planning and investment consulting using analytical tools and supports both wrap-fee advisory programs and institutional portfolio management.

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.

Sharon Walls is a financial advisor with LPL Financial in Corpus Christi, TX, holding a Series 66 credential and eight years of industry experience. She has worked at LPL Financial since 2021 and has previous experience with CETERA Advisor Networks and Voya Financial Advisors. Outside of her advisory role, she is a 50% owner of JW Ag Service, a home-based non-investment business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by extensive advisor tools and a diverse product lineup.

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.