Denny Meyer Jr. is a financial advisor with OSAIC in Corpus Christi, TX, holding a Series 66 designation and 14 years of industry experience. He previously spent over a decade at Securities America Advisors and Securities America, Inc. Outside of his advisory role, he manages a certified public accounting firm, Fields, Nemec & Co., P.C., where he provides tax, attest, and consulting services and serves as a trustee for several family trusts. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable clients through a large network of advisers. The firm offers integrated brokerage and advisory services with portfolios constructed using asset-allocation tools and risk-tolerance analysis, supporting both discretionary and non-discretionary account management.

Jack Adams is a financial advisor with Equitable Advisors in Corpus Christi, TX. He holds Series 63 and Series 66 licenses and has two years of industry experience. Prior to joining Equitable Advisors in 2023, he worked in various roles including positions at Tilson Homes and Watts Guerra LLP. 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 LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, offering both advisory and brokerage/insurance services tailored to client goals and risk tolerance.

Robert Fox is a financial advisor with Osaic Wealth, Inc. in Corpus Christi, TX, holding a Series 66 designation and over 26 years of industry experience. His career includes long-term roles at Securities America Advisors, Inc. and Fields, Nemec & Company, where he also serves in trustee and co-executor capacities for various trusts and estates. Fox is active on the executive board of the South Texas Council of the Boy Scouts of America. Osaic Wealth, Inc. provides investment advisory and brokerage services to a diverse client base, including individuals, institutions, and charitable organizations, utilizing a range of advisory platforms and third-party money managers. The firm employs asset-allocation tools, risk assessments, and automated rebalancing to manage portfolios across multiple asset classes with discretionary and non-discretionary options.

Suzanne Wood is a financial advisor at Ameriprise with 22 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Ameriprise and Ameriprise Financial Services, Inc. since 2011. Outside of her advisory role, she serves on the Board of Directors for the Downing Street Townhomes Association and is a committee member at Second Baptist Church in Corpus Christi, TX. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides customized retirement income planning through written recommendation reports and ongoing advice.

Noel Silva is a Series 66 licensed financial advisor with Edward Jones in Corpus Christi, TX, with three years of industry experience. He has been with Edward Jones since 2005. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients through a large national network of advisors and branch offices. The firm offers a variety of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Rudolph Sturgeon is a financial advisor with OSAIC, holding a Series 66 designation and over 26 years of industry experience. He has worked at OSAIC since 2024 and previously spent more than two decades at Securities America Advisors, Inc. and Fields, Nemec & Company. Outside of advising, Sturgeon is a partner in real estate and oil and gas ventures and serves as a trust protector for several family trusts. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable investors through an extensive network of affiliated advisors. The firm offers integrated brokerage and advisory services with a focus on asset allocation, risk assessment, and portfolio management utilizing a range of investment products and third-party platforms.

Cynthia Greer is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and possessing 22 years of industry experience. She has been with Primerica Advisors since 2004 and has a longer association with Primerica Financial Services dating back to 2003. Outside of advisory services, she is involved in sales of loan products and home security and automation referrals through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, which offers model-delivery strategies and a limited number of separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and uses BNY Mellon Advisors for model implementation, operating under a tiered wrap fee structure rather than fixed fees.

Alejandro De Leon is a financial advisor at LPL Financial with 23 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory role, he is a limited partner in a sports complex through Bluff Brothers LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management supported by model portfolios and research from LPL Research and third-party subadvisors.

Joseph Richter is a financial advisor at Edward Jones in Corpus Christi, TX with 18 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2007. 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 manages approximately $1.01 trillion in assets under management.

William Skrobarczyk is a financial advisor at Ameriprise with 16 years of industry experience. He holds the Series 66 designation and has worked at Ameriprise and Ameriprise Financial Services, Inc. since 2009. Outside of his advisory role, he manages a CPA practice specializing in tax preparation and accounting and performs as a jazz guitarist. Ameriprise offers retirement-income planning services targeted at individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Jacob Mokry is a financial advisor with OSAIC based in Corpus Christi, TX, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. He has previously worked at Paradigm Wealth, Eagle Strategies, and New York Life, among other firms. Mokry is also a partner in STG Advisors, PLLC, where he assists with managing and maintaining business contracts. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm provides integrated brokerage and advisory services, employing asset-allocation tools and access to third-party money managers to construct diversified portfolios.

Matt Paul is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 63 designation and 37 years of industry experience. His career includes roles at Wells Fargo Clearing and Wells Fargo Advisors LLC before joining Raymond James in 2019. He is also a managing partner of two local businesses, Coastal Bend Wealth Partners and MBM Partners, LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual and high-net-worth clients, pension plans, corporations, and institutions. The firm offers tailored, non-discretionary planning and consulting using advanced analytical tools and supports a large network of advisors with resources that include municipal and public finance expertise.

Mark Oser is a financial advisor with Primerica Advisors in Corpus Christi, TX, holding Series 63 and Series 65 credentials and possessing 38 years of industry experience. He has been associated with Primerica Advisors since 1987 and Primerica Financial Services since 1991. Outside of his advisory role, he owns Mark Oser & Associates, which is involved in sales of investment-related products and referrals for home security and automation services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which provides model-delivery strategies and a limited selection of discretionary separately managed accounts primarily to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee model for its advisory services.

Ashley Brown is a financial advisor with Edward Jones in Corpus Christi, TX, holding a Series 66 designation and five years of industry experience. Prior to joining Edward Jones in 2020, she worked at Ironwood Finance, American Income Life Insurance, and was an independent consultant for Rodan + Fields. She assists with administrative tasks for a construction business owned by her husband. 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, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,000 financial advisors.

William Cleavelin Jr. is a CFP® with 38 years of industry experience, currently affiliated with Cetera. He has worked in various capacities within Avantax and its related entities since 1987 and maintains a longstanding accounting and tax preparation practice through Cleavelin & Company CPAs since 1977. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, and institutional accounts. The firm offers a range of portfolio management and financial planning services delivered via a nationwide network of independent advisors, utilizing both affiliated and third-party managers across multiple program structures.

Michelle Wood is a financial advisor with Edward Jones in Corpus Christi, TX, holding CFP® and ChFC® designations and over 21 years of industry experience. She has been with Edward Jones since 2005. Outside of her advisory role, she is involved in a family-owned LLC managing ranch property in San Antonio. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Sathesh Janaki is a financial advisor at Cetera with 16 years of industry experience and holds a Series 66 designation. He has worked at various firms including Cetera Advisors LLC, MML Investors Services LLC, and MassMutual Life Insurance Company. Outside of his advisory role, he is involved in music distribution and concert promotion through his partnerships in Eden's Dawn and Heavy Is The Head. Cetera Investment Advisers LLC is a large SEC-registered firm serving individual, corporate, retirement plan, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with access to discretionary and non-discretionary portfolio management, financial planning, and various program structures, managing over $256 billion in assets.

Phoebe Glemba is a financial advisor with LPL Financial in Corpus Christi, TX. She holds the Series 66 designation and has been in the industry since 2025. Her prior work experience includes roles at Spotlight Financial, Johnson Consulting Group, and Costco Wholesale. 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 financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and model portfolios.

Lacy Sanders is a financial advisor at Edward Jones in Corpus Christi, TX, holding a Series 66 designation with eight years of industry experience. She has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, investment strategies, and affiliated financial services through a large network of advisors and branch offices nationwide.

Joshua Wilson is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 credentials and 21 years of industry experience. He previously worked at Edward Jones for 18 years before joining Raymond James in 2022. Outside of his advisory role, Wilson owns an agricultural business focused on beekeeping and small livestock farming. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual, high-net-worth, institutional, and corporate clients. The firm offers non-discretionary planning tailored to client goals and supports advisory programs through a large network of advisors and affiliated firms.