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 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.

Bradley West is a financial advisor at Empower Advisory Group with 13 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Personal Capital Advisors Corporation and Fidelity Investments. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, offering integrated services tied to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

Gregory Hier is a financial advisor with Tlg Advisors, Inc., holding the ChFC® designation and Series 63 and 66 licenses, and has 26 years of industry experience. His prior work includes extensive tenure at Nationwide Financial, Nationwide Securities, and Nationwide Insurance Company. Outside of his advisory role, he is also a photographer who uploads his work to an on-demand art printing platform. Tlg Advisors, Inc. serves a diverse client base including individuals, high-net-worth clients, trusts, charitable organizations, corporations, pension and retirement plans, and other institutional investors. The firm focuses on manager selection and ongoing portfolio monitoring using fundamental analysis and Modern Portfolio Theory and offers both traditional portfolio management and a direct-to-consumer digital program known as Starlight Portfolios.

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.

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.

Henry Thompson Jr. is a ChFC® with 53 years of industry experience, currently serving at Cambridge Investment Research Advisors since 2012. He previously worked at Ameriprise for 26 years. Outside of his advisory role, he is chairman of the finance committee at First United Methodist Church in Corpus Christi and serves as a board member for Knockenut Farm. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports discretionary and non-discretionary management across multiple platforms and maintains proprietary model strategies through its Founders Gate Capital brand.

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. She holds Series 63 and Series 66 credentials and has 24 years of industry experience. Her prior work includes roles at Wells Fargo Clearing and A.G. Edwards & Sons, Inc. Outside of her advisory work, she is involved as an officer in a family-owned automotive repair business holding company. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual, high-net-worth, corporate, nonprofit, and institutional clients. The firm offers tailored, non-discretionary advisory services supported by analytical tools and maintains programs for municipal finance and SIMPLE IRA plan consulting.

Catherine Polinard is a Financial Advisor at Merrill Lynch Wealth Management, specializing in assisting individuals, families, and Family Offices with complex financial situations. With over 15 years of experience in business and finance, she employs a comprehensive, goals-based approach to financial planning, focusing on areas such as investing, retirement, business interests, estate planning, philanthropy, and legacy planning. She is a Personal Investment Advisor (PIA) and holds a Bachelor's Degree from Texas A and M University. In her role, Catherine prioritizes connecting all aspects of a client's financial life to support thoughtful and informed decision-making. She provides personalized guidance and tailored strategies, emphasizing clarity and intentionality in managing wealth to help clients live well and prepare for the future. She also leverages Merrill's resources to assist clients in navigating their financial journeys, including financial literacy and planning for generational wealth. Outside of her professional work, Catherine participates in community organizations such as 100 Women of the Coastal Bend, the American Heart Association, Coastal Bend Food Bank, Community In Schools of the Coastal Bend, and Ronald McDonald House. She enjoys adventure sports, biking, boating, camping, hiking, pickleball, spending time with her family, and traveling.