Pat Johnson is a financial advisor with Morgan Stanley in Rockport, TX, holding a Series 63 designation and 33 years of industry experience. He has worked at Morgan Stanley and its affiliates since 1995. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and investment models.

Brad Feldman is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 65 designations and has 29 years of industry experience. Feldman has worked at Security Service Investment Group since 2020 and has been with Raymond James affiliates and Security Service Federal Credit Union since 2015. 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 clients, pension plans, corporations, charitable organizations, and institutions. The firm offers tailored non-discretionary planning and consulting, using analytical tools to assess potential outcomes, and supports municipal and public-finance work through its affiliation with a municipal advisor.

Braylon Minor is a financial advisor at Edward Jones in Corpus Christi, TX, holding a Series 66 designation. He has experience working at Edward Jones since 2026 and previously worked at Waddell & Reed from 2023 to 2026. Prior to his advisory roles, he has held positions outside the financial industry and has been a full-time student. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices.

Robert Osborn is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. His career includes over two decades at Sun Trust and more than a decade with Cetera Advisors LLC. Outside of his advisory work, he is involved with Harbor Financial Group, focusing on securities and fixed insurance in Corpus Christi, TX. Cetera Investment Advisers LLC is a large nationwide network of independent advisors serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and consulting services, using a multi-manager platform that includes affiliated and third-party model portfolios as well as bespoke strategies.

Alana Saenz is a financial advisor at Cambridge Investment Research Advisors with a Series 66 designation and two years of industry experience. Her prior work includes roles at WS Energy Services and the Port of Corpus Christi. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory through independent financial professionals using a variety of portfolio management strategies and platform arrangements.

Johnathon Zamudio is a financial advisor at Equitable Advisors with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Equitable Advisors since 2019, with prior experience at Axa Advisors and Texas A&M University. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and various asset management programs. The firm utilizes a network of Investment Adviser Representatives and third-party asset managers to deliver tailored investment solutions.

Robert Gorman is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. Prior to joining LPL Financial in 2024, he worked at Wells Fargo Clearing, Merrill, and Banc of America Investment Services. He is also involved with Total Return Asset Management, a non-investment-related business entity. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management access, retirement advice, and institutional platforms, supporting a wide range of investment strategies with tools for operational and research support.

Hunter Gall is a financial advisor with Equitable Advisors in Corpus Christi, TX, holding Series 63 and Series 65 licenses and having two years of industry experience. Prior to his current role, he has worked with Meyer Services and Tree Top Real Estate among other positions. He is a partial owner of TipTop Real Estate. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives and third-party asset managers.

Edward Joos V is a financial advisor with Merrill in Corpus Christi, TX, holding a Series 66 designation and seven years of experience at the firm. His prior work includes roles at Academy Sports and Outdoors, Delmar College, and the Corpus Christi Hooks. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Gregory Bielski is a Senior Financial Advisor at Merrill Lynch Wealth Management where he also serves as a Portfolio Advisor. He began his career at Merrill Lynch in 2009, focusing initially on client profile maintenance. Over 15 years, Gregory has been involved extensively in investment research, identifying top-tier securities to assist clients in achieving their financial goals. His investment strategies include individual stocks, mutual funds, Separate Money Managers, Annuities, and Exchange Traded Funds (ETFs). In addition to traditional advisory roles, he coordinates Client Focus Events aimed at educating and engaging clients. Gregory earned his Bachelor of Science degree with a concentration in Finance from Trinity University in San Antonio in 2008. He holds the Personal Investment Advisor (PIA) designation. His client focus areas include legacy planning, personal retirement planning, portfolio management services, and retirement income. Gregory is part of The Bielski, Bielski & Hampton Group team that has been recognized on Forbes "Best-in-State Wealth Management Teams" lists for multiple years. Outside of his professional responsibilities, Gregory enjoys spending time with his wife Katie and their children Brooke and Lincoln. He is an avid outdoorsman who enjoys playing and coaching sports, hunting, and fishing, with a particular interest in saltwater angling. Additionally, he follows the Houston Texans football team.

Tony Martinez is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in investment consulting for defined contribution plans, personal retirement planning, portfolio management services, tax minimization, and retirement income. Tony works closely with clients to develop personalized wealth management strategies tailored to their changing financial needs and goals. Tony holds the professional designations of Certified Exit Planning Advisor (CEPA) and Personal Investment Advisor (PIA). He earned his high school diploma from William H Wells. Committed to community involvement, Tony follows Merrill’s tradition of volunteering with local organizations. Outside of work, he enjoys basketball, camping, football, golfing, hiking, music, singing, spending time with his family, and traveling.

Francisco Cantu is a financial advisor with Charles Schwab, holding a Series 66 designation and over 10 years of industry experience. He has worked at Charles Schwab since 2014, with prior roles at Charles Schwab Trust Bank, Charles Schwab Bank, SSB, optionsXpress, and Toys R Us. Charles Schwab & Co., Inc. serves a large client base primarily consisting of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers multi-asset model portfolios along with a formal alternative-investment onboarding process.

Jamie Solis is a financial advisor with Equitable Advisors in Corpus Christi, TX, holding a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors, he worked at Waddell & Reed and has served as a notary public since 2023. Outside of his advisory role, he is involved with the PWG Partners Foundation as Executive Chair and serves as Community Service Chair for the Young Professionals of the Coastal Bend. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individual clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm utilizes third-party program sponsors and offers a range of investment solutions including mutual funds, ETFs, and alternative investments.

Albert Arismendi III is a financial advisor with Primerica Advisors in Corpus Christi, TX, holding a Series 66 designation and 12 years of industry experience. His work history includes multiple tenures with Primerica Advisors and prior employment at Mathis ISD. He also has involvement in the sale of home security and automation products through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual investors, as well as corporate and charitable clients. The firm manages approximately $15.5 billion in assets across nearly 3,700 advisors and uses model-delivery strategies supported by third-party asset managers and custodians.

Conni Wise is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. Her prior work includes roles at Bank of America and Merrill Lynch, Pierce, Fenner & Smith Inc. She is based in Robstown, Texas. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering a range of services including investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Larry Olivarez Jr. is a financial advisor at Ameriprise with 25 years of industry experience. He holds a Series 66 designation and has been with Ameriprise and its affiliates since 2005. Outside of his advisory work, he co-owns an indoor baseball and softball batting cage training facility and serves on the boards of the Ready or Not Foundation and South Texas Substance Abuse Recovery Services. He is also involved with Primegen Networking Solutions, a digital app for networking events. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning, dependable income sources, and tax-aware withdrawal strategies.

Andrew Harlan is a Financial Advisor at Merrill Lynch Wealth Management, specializing in helping families and businesses achieve their financial goals. He focuses on college education planning, family wealth management strategies, and personal retirement planning, providing clients with tailored strategies aligned with their unique objectives. With a background in customer relations, financial planning, and business acquisition, Andrew brings a comprehensive approach to wealth management. He holds a Personal Investment Advisor (PIA) designation and earned a degree in Agricultural Business from Oklahoma State University. As a husband and father of two, Andrew values financial security and long-term planning for families. Outside of his professional work, he enjoys fishing, golfing, hunting, and spending time with his family.

Philip Volpe is a financial advisor at Morgan Stanley with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2016. Outside of his advisory role, he owns an agricultural business based in Victoria, Texas. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a wide range of advisory programs to individual and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and utilizes firm-approved planning tools and models to support its financial planning process.

Denny Meyer Jr. is a financial advisor with OSAIC in Corpus Christi, TX, holding a Series 66 designation and 14 years of industry experience. He previously spent over a decade at Securities America Advisors and Securities America, Inc. Outside of his advisory role, he manages a certified public accounting firm, Fields, Nemec & Co., P.C., where he provides tax, attest, and consulting services and serves as a trustee for several family trusts. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable clients through a large network of advisers. The firm offers integrated brokerage and advisory services with portfolios constructed using asset-allocation tools and risk-tolerance analysis, supporting both discretionary and non-discretionary account management.

Carla Gardiner is a Series 66 licensed financial advisor with Edward Jones in Corpus Christi, TX, where she has worked since 2016. She has nine years of industry experience. Outside of her advisory role, she serves as a board member at the Wesley Community Center in Corpus Christi, providing resource support to the Executive Director. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory services with a fiduciary standard and manages approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.