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.

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.

Jessica Arredondo is a financial advisor at Edward Jones with seven years of industry experience. She previously worked at State Farm VP Management Corp. and served as an insurance agent from 2003 to 2019. Arredondo holds the Series 63 and Series 66 designations and is based in Corpus Christi, TX. 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 with a nationwide network of over 23,700 advisors, offering a range of advisory programs, separately managed accounts, and affiliated mutual funds.

Frank Gamez Jr. is a financial advisor at OSAIC with 24 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at Lincoln Financial Securities Corporation for 17 years. In addition to his advisory role, he is president of GAMCO Financial & Insurance Services, where he offers life, health, and dental insurance products. OSAIC serves a diverse client base including retail and institutional investors, offering integrated brokerage and advisory services supported by various asset-allocation tools, third-party money managers, and multiple advisory platforms.

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.

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.

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 licenses and bringing 34 years of industry experience. His prior roles include positions at Wells Fargo Clearing, Wells Fargo Advisors, Merrill, and Banc of America Investment Services. In addition to his advisory work, he is involved with Total Return Asset Management, a business entity for 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 other institutions. The firm provides a range of advisory and brokerage services through a large network of investment adviser representatives, utilizing model portfolios, third-party subadvisors, and various strategic investment options.

Hunter Gall is a financial advisor with Equitable Advisors in Corpus Christi, TX, holding Series 65 and Series 63 licenses and two years of industry experience. He has been with Equitable Advisors since 2023 and is also involved with Meyer Services and TipTop Real Estate as a part owner. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to a broad range of clients, including individuals, pension plans, corporations, and charitable organizations, utilizing a variety of advisory programs and third-party asset managers.