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.

Hector Llanas is a financial advisor at Cetera with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Capstone Investment Services LLC and Avantax Advisory Services. Outside of financial advising, he manages Capstone Construction LLC, a construction company specializing in residential and commercial projects. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a broad range of portfolio management and financial planning services across multiple program structures and investment strategies.

Carlos Lozano is a financial advisor at UBS Financial Services with 35 years of industry experience. He has been with UBS and its related entities since 2001. Outside of his advisory work, Lozano is involved in real estate through his roles with Neptune Enterprises LLC and Blue Stellar Enterprises, LLC. UBS Financial Services serves individual, corporate, and institutional clients by combining brokerage and investment advisory offerings, including fee-based planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Isaac Martinez is a financial advisor at LPL Financial with four years of industry experience. He holds the Series 66 designation and previously worked at Equitable Advisors LLC. Martinez has also held various roles outside the financial sector, including positions at DoorDash and in education. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with a range of investment strategies and operational tools.

Thomas Greuner is a financial advisor with LPL Financial in Edinburg, Texas, holding Series 63 and Series 65 licenses and 25 years of industry experience. He has worked at LPL Financial since 2013 and previously spent 14 years at Prime Financial. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with a range of strategic and tactical investment options and operational tools.

Carlos Hilario is a financial advisor with LPL Financial in McAllen, TX, holding Series 63 and Series 65 credentials and 12 years of industry experience. His prior experience includes roles at Wells Fargo Clearing, Wells Fargo Advisors LLC, and Wells Fargo Bank NA. He also serves as a Wealth Relationship Manager with Lone Star National Bank. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with proprietary research and operational tools.

Rodolfo Gomez is a Senior Resident Director and International Wealth Advisor at Merrill Lynch Wealth Management. He specializes in providing goals-based wealth management services to affluent families, accomplished professionals, and successful business owners. Rodolfo focuses on delivering customized advice and a disciplined investment approach, addressing areas such as college education planning, international wealth management, liquidity management, managing new wealth, personal retirement planning, portfolio management services, and retirement income. Rodolfo began his financial services career in 1994 and became the Resident Director of his office in 2011. He holds a bachelor's degree in Marketing and an MBA in Finance, both from The University of Texas Pan American, and has completed training at Wharton's Executive Education Program. He also holds the Certified Investment Management Analyst (CIMA) designation and the Personal Investment Advisor (PIA) credential. Outside of work, Rodolfo enjoys playing tennis, golfing, practicing yoga, and is an avid soccer fan who has attended the last nine World Cups. He speaks both Spanish and English.

James Simmons Jr. is a financial advisor at Ameriprise with 32 years of industry experience. He has been with Ameriprise and its affiliates since 2005. Outside of advising, he has interests in commercial real estate ownership. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement income planning with an emphasis on dependable income sources and tax-aware withdrawal strategies.

Melissa Shockley is a financial advisor with Wells Fargo Clearing in McAllen, TX, holding a Series 66 designation and 17 years of industry experience. She has been with Wells Fargo Advisors since 2012. Outside of her advisory role, she serves as treasurer for Scouting America, an organization for children. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Eliab Alonzo is a financial advisor with LPL Financial in McAllen, TX, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. His previous roles include positions at Cetera, BBVA Wealth Solutions, and Chase Investment Services. Outside of his advisory work, he is involved with Aleph Enterprises, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of advisors and technology tools.

Sandra Ortiz is a financial advisor with Merrill, holding Series 63 and Series 66 credentials and over 36 years of industry experience. She has been with Merrill since 1987 and has also served at Bank of America since 2015. Ortiz contributes her insight as a former parent to Our Lady of Sorrows Catholic School on educational and extracurricular matters. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.

Donald Mayer is a financial advisor with Edward Jones in McAllen, TX, holding Series 63 and Series 66 credentials and 24 years of industry experience. He has been with Edward Jones since 2001. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a variety of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Andrew Louder is a financial advisor at Edward Jones in McAllen, TX, holding the Series 66 designation. He has legal experience from positions at multiple law offices, including the Law Offices of Gerado L. Garcia, Jr. and the Law Office of Patrick Moore, PLLC. Louder joined Edward Jones in 2023. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of investment advisory programs and affiliated services. The firm manages approximately $1.01 trillion in assets and supports its clients through a large network of financial advisors and branch offices nationwide.

Ali Mirjahangiri is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds Series 63 and Series 66 credentials. Prior to joining J.P. Morgan Securities in 2026, he worked at Merrill and Bank of America/Merrill Lynch. Outside of his advisory role, he is a general partner and managing member of Joon Bug, a company focused on children-centric products such as educational videos and activity books distributed on platforms like YouTube and Etsy. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence. The firm offers non-discretionary services through a select group of Wealth Advisors, applying an ESG eligibility framework and focusing on approved funds and strategies.

Rafael Rodriguez is a financial advisor at Edward Jones with seven years of industry experience. He holds Series 66 and Series 63 designations and has prior experience at JP Morgan Securities LLC and JPMorgan Chase Bank NA. Edward Jones is a full-service wealth management firm serving individual and institutional clients through a nationwide network of advisors and branch offices. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

William Martin is a CFP® professional with 28 years of industry experience, currently serving as a financial advisor at LPL Financial. His previous roles include tenures at Raymond James & Associates and Morgan Stanley & Co. LLC. Martin is active in his community as a board member and chair of the Finance and Investment Committee at the Museum of South Texas History and also serves on the advisory board of RGVision Magazine. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing a range of advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers various financial planning and investment management options, combining model portfolios, third-party strategies, and advanced advisor tools with significant scale and multiple financial service partnerships.

Carlos Acevedo is a Financial Advisor at Merrill Lynch Wealth Management. He works with individuals and families to develop personalized financial strategies that support their goals, including investing, retirement planning, wealth transfer, and banking and lending services through Bank of America. Carlos holds a Bachelor's Degree and a Master's Degree from the University of Texas System. He has earned the designations of Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). His expertise includes areas such as college education planning, legacy planning, portfolio management, tax minimization, and retirement income planning. Fluent in English and Spanish, Carlos also engages in personal interests such as adventure sports, cooking, fishing, golfing, hunting, soccer, swimming, and traveling. He emphasizes understanding what matters most to each client to create clear financial strategies aligned with their priorities and future.

Veronica Delgado is a financial advisor at UBS Financial Services with 18 years of industry experience. She holds Series 63 and Series 65 designations and has worked at UBS since 2014. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor strategies to client goals.

James Credo is a financial advisor with LPL Financial in McAllen, Texas, holding a Series 66 designation and 19 years of industry experience. He previously worked at Ameriprise for 16 years before joining LPL Financial in 2024. Outside of his advisory role, Credo is involved with Pinnacle Integrated Solutions and Adaptive Tax Planning, both business entities related to tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment solutions, including model portfolios, third-party asset management, and institutional platforms.

Beverly Moore is a CERTIFIED FINANCIAL PLANNER™ with 38 years of industry experience. She has been associated with Cetera since 1998 and serves as President of Moore-Kline Wealth Advisors, a firm specializing in accounting and tax preparation services. She is also an enrolled agent at C. Moore & Company Inc., where she focuses on accounting and income tax planning. Cetera Investment Advisers LLC is an SEC-registered firm supporting a nationwide network of independent advisors and serving a diverse client base, including individual investors, retirement plans, and institutional accounts. The firm offers a range of portfolio management and financial planning services, utilizing multiple program structures and affiliated and third-party managers.