John Jett is a financial advisor with Integrity Alliance, LLC, holding the ChFC® designation and Series 63 and 66 licenses. He has 17 years of industry experience, including roles at Brokers International Financial Services and MML Investors Services LLC. Outside of his advisory work, he is an owner of Jett Financial Group, LLC, which provides individual and group life and health insurance and fixed annuities, as well as a 50% owner of Jett Realty Group, PLLC. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent advisors. The firm offers continuous asset management, financial planning, and consulting services, utilizing a range of portfolio management approaches and custodial platforms.

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.

Armondo Brennan is a financial advisor with Eagle Strategies (NY Life) in McAllen, TX, holding the ChFC® designation and Series 63 and 66 licenses. He has 30 years of industry experience, including over two decades with Eagle Strategies and ongoing roles with New York Life Insurance Company and Nylife Securities Inc. Brennan is also involved in private investments, including office building ownership and charitable conservation easements. Eagle Strategies serves a diverse client base ranging from individual investors to institutional sponsors, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types tailored to client objectives, with a focus on non-discretionary asset management and fiduciary responsibilities in retirement plan consulting.

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.

Rati Tripathi is a financial advisor with Transamerica Financial Advisors, holding Series 65 and Series 63 licenses and bringing 11 years of industry experience. In addition to his advisory role, he serves as Director and Treasurer of Bloom Parks and Projects, a nonprofit focused on supporting underprivileged children and community development. He also participates as an educator with the Heartland Institute of Financial Education and is involved in several business ventures related to estate planning and financial services. Transamerica Financial Advisors serves a broad client base including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm provides both advisory and broker-dealer services, offering proprietary and third-party model portfolios with discretionary and non-discretionary management options.

Gilberto Perez Jr. is a financial advisor with Eagle Strategies (NY Life) based in Edinburg, TX, holding Series 63 and Series 66 credentials and bringing 16 years of industry experience. He has worked with Eagle Strategies since 2019 and has been associated with NYLife Securities LLC and New York Life Insurance Co since 2008 and 2007, respectively. Outside of his advisory role, he serves as President of the Economic Development Committee of Hidalgo, where he is involved in local business development. Eagle Strategies serves a diverse client base including individuals and institutions, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored advice through multiple program types and manages a significant portion of assets on a non-discretionary basis, operating within an integrated New York Life affiliate structure.

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.

Roberto Escobar is a financial advisor at PNC Wealth Management with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at BBVA Securities Inc., BBVA Compass Insurance Agency, BBVA Wealth Solutions Inc., and COMPASS Bank. He has been with PNC since 2021. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including a discretionary digital portfolio strategist available by invitation. The firm uses algorithm-driven risk assessments and approved model strategies executed by investment delegates with mutual funds and ETFs, providing annual rebalancing without direct client trading of individual securities.

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.

Kavitha Rani is a financial advisor at Transamerica Financial Advisors with Series 65 credentials. She has been in the financial industry since 2024, previously working with World Financial Group and CVS Pharmacy. Transamerica Financial Advisors serves a diverse client base, including individual investors, pension plans, trusts, and corporations. The firm offers both advisory and broker-dealer services, utilizing proprietary and third-party investment models with discretionary and non-discretionary program options.

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.

Edgar Guerrero is a financial advisor with Eagle Strategies (a New York Life company) based in Edinburg, Texas. He holds Series 63 and Series 65 licenses and has three years of industry experience, including prior roles at Wells Fargo Clearing Services and Wells Fargo Bank. Additionally, he serves as a notary public. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base, including individual investors and institutional sponsors. The firm emphasizes tailored recommendations through multiple program types and manages the majority of its regulatory assets on a non-discretionary basis.

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.