Patrick Biggins is a financial advisor with Raymond James Financial in Corpus Christi, TX, holding Series 63 and Series 65 credentials and 42 years of industry experience. He previously worked at UBS Financial Services from 2009 to 2018 before joining Raymond James. In addition to his advisory role, he is a managing partner of Biggins Wealth Services LLC and serves as chair of the board and finance committee member at New Life Refuge Ministries, a nonprofit focused on ending minor sex trafficking. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers personalized, non-discretionary planning supported by analytical tools and maintains specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Hector Mendoza Martinez is a CFA® charterholder and holds a Series 66 license with one year of industry experience. He has been with Edward Jones since 2025 and previously worked at Deloitte Tax LLP for 13 years. 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 provides services under a fiduciary standard.

Barbara Ellis is a financial advisor with LPL Financial in Corpus Christi, TX, holding Series 63 and Series 66 credentials and bringing 20 years of industry experience. She previously worked for Edward Jones for 15 years before joining LPL Financial in 2020. 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 advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management alongside model portfolios and research from various sources.

F Glen Bielski is a Senior Financial Advisor at Merrill Lynch Wealth Management. He leads The Bielski, Bielski & Hampton Group, providing financial advice to individuals, families, and their businesses by focusing on their short and long-term financial objectives. The group manages a range of services including discretionary portfolio management, customized investment strategies using individual stocks, mutual funds, and ETFs, as well as banking services, loan management, and mortgage financing. As a Portfolio Manager, Glen also manages personalized and defined strategies that may include individual stocks and bonds, Merrill Lynch model portfolios, and third-party investment strategies. Glen began his financial services career with Merrill Lynch Wealth Management in 1979. He holds a Bachelor's Degree from Wayne State University in Detroit, Michigan, and served in the US Navy. Over the years, the group has overseen assets exceeding $685 million as of January 2026. Glen has been married for over 50 years to Peggy Bielski and has three children: Greg, Brent, and Brianna. His client focus areas include college education planning, family wealth management strategies, managing new wealth, personal retirement planning, portfolio management services, small business strategies, sports and entertainment, tax minimization, and retirement income. Glen holds the Personal Investment Advisor (PIA) designation.

Gary Underbrink is a financial advisor with Mass Mutual Investors Services in Corpus Christi, TX, holding a Series 66 credential and 20 years of industry experience. He previously worked at Metlife Securities before joining Mass Mutual Life Insurance Company and Mass Mutual Investors Services. Outside of his advisory role, Underbrink serves as a multiple sports official and provides consulting related to royalty payments for a business operation. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that offers financial planning and investment services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm employs collaborative, software-supported planning processes and provides various educational and asset management programs.

Kaelyn Du Bose is a Series 66-licensed financial advisor with Edward Jones, based in Rockport, TX, with approximately two years of industry experience. Prior to her current role, she has been involved with Edward Jones since 2022 and has experience operating a family farm in agriculture. Edward Jones is a full-service wealth management firm serving both individual and institutional clients with a wide range of advisory programs, including discretionary and non-discretionary wrap fee strategies, SMAs, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and supports its advisory services through a large network of financial advisors and branch offices nationwide.

Kim Sheets is a Wealth Management Advisor at Merrill Lynch Wealth Management. He has over 30 years of experience in financial advising, beginning his career in 1984 at Merrill Lynch and has since returned to the firm to continue his professional work. Kim specializes in wealth accumulation, portfolio preservation, income distribution planning, investments, portfolio and retirement planning, insurance, and estate planning. He maintains ongoing communication with clients through regular portfolio review meetings and conference calls. He holds the CERTIFIED FINANCIAL PLANNER® (CFP®) certification along with FINRA Series 3, 7, 8, 63, and 65 securities registrations, and licenses in life, health, and variable annuities. Kim earned a High School Diploma/GED from Louisiana State University. Outside of work, Kim enjoys golf, clay target sports, hunting, and spending time with his wife, Dena, and their two daughters.

Laurelyn Pohlmeier is a CFP®-designated financial advisor with Edward Jones, based in Corpus Christi, TX, and has 27 years of industry experience, all with Edward D. Jones & Co., L.P. since 1999. She serves as a Civilian Trustee for the Corpus Christi Firefighters' Retirement System, advising on the management of retirement benefits for qualified participants. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and affiliated investment products, with over $1 trillion in assets under management and a large nationwide network of financial advisors.

Kervin Walsh is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has worked with Equitable Advisors and its predecessor, AXA Advisors, since 1999. Outside of his advisory role, he is involved in national distribution consulting and referral arrangements related to trust administration services. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by offering financial planning, retirement-plan support, and access to asset management through third-party programs. The firm operates a hybrid referral and implementation model, utilizing multiple third-party asset managers and providing both advisory and brokerage channels to implement client recommendations.

Ryan Reyna is a financial advisor with Equitable Advisors in Corpus Christi, TX, holding Series 65 and Series 63 credentials and six years of industry experience. His work history includes roles at Robert A. Flores/Private Wealth Group, Mutual of Omaha Investor Services, and Prime Real Estate. Equitable Advisors serves a diverse client base that includes individuals, high-net-worth clients, retirement plans, and institutions, providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates through multiple program sponsors and endorsed third-party managers, managing substantial assets on both discretionary and non-discretionary bases.

Donal Kasiri is a financial advisor at UBS Financial Services with 18 years of industry experience. He holds a Series 66 designation and has been with UBS since 2007. Based in Corpus Christi, TX, he has spent his career supporting clients through this institution. UBS Financial Services Inc. serves individual, corporate, and institutional clients with a range of brokerage and advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor investment strategies.

Luciano Salazar is a Senior Financial Advisor at Merrill Lynch Wealth Management. He has been with Merrill Lynch since 2005 and is a member of the McCracken Salazar Group, which focuses on understanding every aspect of clients' financial needs and life goals to customize retirement strategies, financial strategies, education funding, and legacy planning. His client focus areas include college education planning, family wealth management strategies, legacy planning, personal retirement planning, philanthropic planning, portfolio management services, small business strategies, tax minimization, and retirement income. Mr. Salazar began his career in the financial market in 1998. Prior to joining Merrill Lynch, he worked as an institutional bond salesman for Banc of America Securities, LLC in Charlotte, North Carolina, and Los Angeles, California. He holds a Bachelor of Science degree in Management Science with a Minor in Economics from the Massachusetts Institute of Technology (MIT) and has earned the professional designations Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He is fluent in Spanish and English. He serves as an Education Counselor for MIT and is a member of the Rotary Club of Corpus Christi. Luciano resides in Corpus Christi, Texas, with his wife, Corina, and their five children. His personal interests include basketball, football, and spending time with his family.

Rebecca Rossner is a financial advisor at Merrill with 28 years of industry experience. She has been with Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2006. Rossner holds Series 63 and Series 65 registrations. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charities.

Anne Hale is a Senior Financial Advisor at Merrill Lynch Wealth Management. She began her career with Merrill Lynch in February 1999 as a client associate and transitioned to a Financial Advisor role with the McCracken Salazar Group in 2014. Her areas of focus include Personal Retirement Planning, Portfolio Management Services, and Women and Wealth. Anne earned a Bachelor of Science in Business Administration from Texas A&M University-Corpus Christi and holds a certification in Secondary Education. She also holds the designation of Personal Investment Advisor (PIA). Anne resides in Corpus Christi with her significant other, John. Outside of her professional work, Anne is involved with the Humane Society of Aransas Pass. Her personal interests include boating, cooking, dancing, fishing, spending time with family, surfing, and traveling.

Michael Gorichanaz is a financial advisor at Cetera with 35 years of industry experience. He holds Series 63 and Series 66 credentials and has worked previously at Avantax Investment Services, Harbour Investments, and operates BEACON BENEFITS GROUP, INC. dba MGA Wealth Management. He serves as an officer of his financial planning firm, which he has been involved with since 1997. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a range of portfolio management options and reported over $256 billion in assets under management.

Rogerio Silva is a Financial Advisor with Merrill Lynch Wealth Management based in Corpus Christi. After 25 years working as an engineer, he transitioned into financial advising to assist individuals and families in approaching retirement with confidence and a solid plan. He supports clients who value clear guidance and a long-term perspective as they work to achieve their financial goals. Rogerio specializes in managing new wealth, personal retirement planning, portfolio management services, and retirement income. His approach focuses on understanding clients beyond their portfolios, addressing how to organize retirement assets, create income strategies aligned with lifestyles, and manage tax and investment risks. He utilizes Merrill's investment resources and Bank of America's banking capabilities to develop personalized wealth management strategies. He holds a Bachelor's Degree from the Texas A&M University System and has earned professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Rogerio is also involved in community activities such as the Buc Days Leadership Program, Knights of Columbus - OLPH Catholic Church, and St. Helena Catholic Church Men's Club. In his personal time, he enjoys football, golfing, photography, spending time with family, and watching movies.

Elizabeth Gonzalez is a CFP®-certified financial advisor at Edward Jones with 12 years of industry experience, all spent at the firm since 2014. She serves clients out of Rockport, TX. Outside of her advisory role, she is a board member of the Aransas County Council on Aging. Edward Jones is a full-service wealth management firm that serves individual and institutional clients with a broad range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets and operates through a large network of advisors and branch offices nationwide.

Scot Barker is a financial advisor with Edward Jones in Corpus Christi, TX, holding Series 63 and Series 66 credentials and 20 years of industry experience. He has been with Edward Jones since 2006. Outside of his advisory role, Barker is a member of Buccaraders, a community volunteer group that organizes the largest parade in Corpus Christi each spring. 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 and investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Bryan Grove II is a CFP® with 10 years of industry experience, currently an advisor at Ameriprise in Corpus Christi, TX. He previously worked at Cetera and Kleberg First National Bank for seven years. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income and tax-aware withdrawal strategies.

Pat Johnson is a financial advisor with Morgan Stanley in Rockport, TX, holding a Series 63 designation and 32 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management provides advisory and brokerage services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s financial planning process uses structured discovery conversations and firm-approved tools, offering tailored plans without individual security recommendations as part of the standalone program.