Steven Geyer is a CFP® and ChFC® credentialed financial advisor with Edward Jones in Corpus Christi, TX, where he has worked since 2004. He has 21 years of industry experience. 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 range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Karlton Birdwell is a financial advisor at Cetera with 23 years of industry experience and holds a Series 66 designation. He has held roles at several firms, including Avantax and 1ST Global Advisors, and currently serves as a tax advisor at Cazalas & Hunter, P.C., a CPA firm specializing in tax preparation and advice. Outside of his advisory work, he is a limited partner in a family limited partnership that manages royalties from a family-owned ranch. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of advisors. The firm offers a multi-manager platform with various portfolio management options, combining discretionary and non-discretionary services and access to a wide range of investment strategies and third-party managers.

Zachary Rabe is a financial advisor with Ameriprise in Corpus Christi, TX, holding a Series 66 designation and one year of industry experience. Prior to joining Ameriprise, he held various roles in education at institutions including Reinhardt University, Indiana Wesleyan University, and Oakton Community College. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement who meet specific asset criteria. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations through a centralized consulting team.

Jason Reeves is a financial advisor at LPL Financial with 28 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at firms including Cetera Advisor Networks, Summit Financial Group, Waddell & Reed, Edward Jones, and Charles Schwab. He also operates Texas Coast Wealth Management as a DBA for his LPL business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a broad range of financial planning and investment management services through a large network of advisors and is notable for its scale, advisory platform, and integration of diverse financial products.

Javier Ramirez is a financial advisor at Edward Jones in Corpus Christi, TX, holding a Series 66 designation with 10 years of industry experience. He has been with Edward Jones since 2015. Outside of his advisory work, he is involved with Disable Veterans Compensation in Corpus Christi. 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 with approximately $1.01 trillion in assets under management and maintains a large network of financial advisors and branch offices nationwide.

Chelsea Hastings is a financial advisor with Edward Jones, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones, she worked in early childhood education and at a local science and history museum. Outside of her advisory work, she sells second-hand vintage clothing online. Edward Jones is a full-service wealth management firm serving millions of individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices.

Jerry Browning Jr. is a financial advisor at Stifel with 24 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2009. Outside of his advisory role, he serves as a member of the City of Portland Texas Planning & Zoning Commission. Stifel serves a broad range of clients, including individuals, institutional investors, and municipal entities, providing both brokerage and investment advisory services. The firm uses a proprietary methodology developed by its Investment Strategy Group for investment analysis and allocation guidance.

Sharon Garza is a financial advisor at UBS Financial Services with 27 years of industry experience. She has been with UBS since 2010 and holds Series 63 and Series 66 licenses. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, including financial planning, portfolio management, and mutual fund distribution. The firm integrates institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor investment strategies.

Hailey Burge is a financial advisor with LPL Financial, holding a Series 66 license and one year of industry experience. She has worked at Corpus Christi Financial Group since 2024 and has held various roles in education at Texas A&M University - Corpus Christi, WB Ray High School, and Hamlin Middle School. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides access to model portfolios, third-party management, and customized strategies, supported by advanced operational tools and a broad platform that includes non-advisory financial services.

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 and holds the Series 63 and Series 66 designations. She has 20 years of industry experience, including 15 years at Edward Jones before joining LPL Financial in 2020. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning and access to third-party asset management, supported by extensive operational tools and a broad platform of non-advisory financial activities.

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.

Jenny Asare is a financial advisor at Merrill with Series 66 credentials and six years of industry experience. She previously worked at Wells Fargo and Mutual of Omaha before joining Merrill in 2021. Outside of her advising role, she works as a hospice caretaker assisting elderly patients with daily living activities. Merrill, together 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, and institutional investors.

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 in Corpus Christi, TX. He holds Series 63 and Series 65 licenses and has 34 years of industry experience. Walsh has been with Equitable Advisors since 1999 and was previously affiliated with AXA Advisors, LLC. His other business activities include working with various health and insurance companies and facilitating referrals for trust administration services. Equitable Advisors serves a wide range of clients, including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management programs. The firm utilizes a network of Investment Adviser Representatives and emphasizes matching clients to various advisory models implemented by third-party managers and affiliated programs.

Ryan Reyna is a financial advisor with Equitable Advisors in Corpus Christi, TX, holding Series 65 and Series 63 licenses and six years of industry experience. His prior work includes roles at Robert A. Flores/Private Wealth Group, Mutual of Omaha Investor Services, and Prime Real Estate. Equitable Advisors serves a broad client base including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives and third-party program sponsors. The firm’s approach combines personal and plan data to match clients with appropriate advisory models, utilizing a variety of investment vehicles and ERISA fiduciary services.

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.