Nila Patel is a financial advisor at Cetera with 26 years of industry experience. She holds the PFS™ designation and Series 63 and 66 licenses. Prior to joining Cetera in 2025, she worked with Avantax for several years. Outside of advising, Patel is a partner in Patel & Patel CPA's, where she supervises tax returns and client interviews, and she is involved as an office administrator and tax consultant with Chhedda Endodontics PLLC. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual, corporate, retirement plan, charitable, and institutional clients. The firm offers a multi-manager platform with diverse portfolio management options, supporting over 10,000 advisors and approximately 800,000 clients nationwide.

Miles Holcomb is a financial advisor at Edward Jones in Corpus Christi, TX, holding a Series 66 designation with nine years of industry experience. He has been with Edward Jones since 2017 and previously worked at Culhane Premier Properties. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of discretionary and non-discretionary investment strategies, tax-efficient services, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Diana Paris is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. She previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm provides financial planning, advisory programs, retirement plan consulting, and brokerage services through a national network of investment adviser representatives.

Hondo Harris is a financial advisor with Equitable Advisors in Corpus Christi, TX, holding Series 65 and Series 63 licenses and six years of industry experience. Prior to joining Equitable Advisors, he worked at AXA Advisors, LLC, and held various roles at Texas A&M University and Ram Tool Construction Supply. He serves as board secretary for River Hills Country Club and holds board positions with Alice Country Club and the PWG Partners Foundation. Equitable Advisors serves a diverse client base including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, offering financial planning and broker-dealer services along with access to third-party asset management programs. The firm participates in LPL-sponsored programs and provides a mix of discretionary and non-discretionary investment services.

Armando Deleon is a financial advisor at LPL Financial with 39 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. 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 diverse advisory programs, retirement plan consulting, and brokerage services with both discretionary and non-discretionary management options.

Ricky Serna Jr Jr is a CFP® and holds a Series 66 designation with 10 years of industry experience. He has been with Edward Jones since 2015, based in Corpus Christi, TX. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of over 23,700 financial advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Thomas Rote is a financial advisor with Edward Jones in Corpus Christi, TX, holding a Series 66 credential and 11 years of industry experience. He has been with Edward Jones since 2014. Outside of his advisory role, he serves as president of Rote Enterprises LLC, an investment company focused on acquiring a restaurant or similar business. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension and profit-sharing plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a large network of advisors and branch offices, offering a range of discretionary and non-discretionary investment strategies under a fiduciary standard.