Mario Gutierrez Jr. is a financial advisor at LPL Financial with 16 years of industry experience. He holds Series 63 and Series 65 designations and has worked at LPL Financial since 2017, following four years at IMS Securities, Inc. He also operates MG Wealth Strategies, LLC, a business associated with his LPL practice. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions, offering a range of advisory and brokerage services through a large network of investment adviser representatives.

Mark Garza is a Financial Advisor with Merrill Lynch Wealth Management, who began his career in the financial services industry in 2016. He joined The LaGrange Team in 2021, focusing on providing streamlined services to simplify the management of clients' financial affairs. Mark works closely with families to determine appropriate solutions that facilitate their short- and long-term financial goals, taking into account factors such as risk tolerance, time horizon, liquidity needs, overall investment objectives, and associated costs. Mark's expertise encompasses areas including Family Wealth Management Strategies, Employee Financial Health, Liquidity Management, Managing New Wealth, Personal Retirement Planning, and Retirement Income. He holds the Chartered Retirement Planning Counselor (CRPC), Accredited Asset Management Specialist (AAMS), and Chartered Plan Fiduciary Advisor (CPFA) designations. Mark earned his Bachelor's Degree from the University of Texas at San Antonio. Residing in Mission, Texas, Mark enjoys playing golf in his personal time. He emphasizes understanding clients' life priorities to create personalized financial plans that align with their goals and aspirations.

Krista Harmon is a financial advisor with Merrill in McAllen, TX, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. She has been with Merrill since 2013. 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 strategies for a range of clients including individuals, high-net-worth clients, and institutions.

Ildefonso (Al) Casarez III is a financial advisor with Raymond James Financial in McAllen, TX, holding a Series 66 designation and 12 years of industry experience. His prior experience includes roles at JP Morgan Securities LLC and Capital One Investing, LLC. He is currently also associated with Security Service FCU and Security Service Investment Group as a financial advisor. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports a wide advisor network with specialized municipal and public-finance services.

John Whitaker is a Series 66-credentialed financial advisor with five years of industry experience, currently affiliated with LPL Financial in McAllen, TX since 2023. His prior experience includes roles at Minnesota Life Insurance Company and Securian Financial Services. He is also involved with Financial Design Group, which operates as a DBA for his LPL business. 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 a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Wenceslao Guerrero Jr. is a financial advisor with Edward Jones in Mission, TX, holding Series 63 and Series 66 licenses and possessing 26 years of industry experience. He has been with Edward Jones since 1999. 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 and offers a wide range of advisory programs and investment solutions through a large nationwide network of financial advisors and branch offices.

Eusebio Cortez is a financial advisor with Merrill in San Juan, TX, holding Series 63 and Series 66 licenses and has eight years of industry experience. He has been with Merrill and Bank of America since 2015. Outside of his advisory role, Cortez is a self-employed songwriter and singer, producing and recording music and performing at events. 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, pension and profit-sharing plans, corporations, and charitable organizations.

Leonardo Chang is a financial advisor at LPL Financial with 13 years of industry experience. He holds the CFP® and Series 66 credentials. Prior to joining LPL Financial in 2024, he worked at Ameriprise from 2021 to 2024 and Edward Jones from 2014 to 2021. Chang is involved in a business venture unrelated to investments, Quality Tents, representing it with limited monthly hours. 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 range of advisory and brokerage services, including financial planning and access to third-party asset management, and supports investment strategies through a broad network of investment adviser representatives.

Marla Salinas is a financial advisor with Merrill in McAllen, Texas, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. She has been with Merrill Lynch, Pierce, Fenner and Smith Incorporated since 2014. Salinas was briefly associated with a for-profit business, Patriot Touchdown Club LLC, which is in the process of being dissolved. 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, and institutional accounts, with a range of tactical and strategic asset allocation options.

Laurent Lancy is a financial advisor with Raymond James Financial in McAllen, TX, holding Series 63 and Series 65 licenses. He has been with Raymond James Financial Services Advisors, Inc. since 2026 and has prior experience with Insight Financial Health and Brigham Young University - Idaho. His background also includes roles outside finance, such as work with The Church of Jesus Christ of Latter-Day Saints and Melaleuca. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm uses analytical tools and risk profiling to tailor non-discretionary planning and consulting to client goals.

Roberto Ruiz is a financial advisor with UBS Financial Services in McAllen, TX, holding a Series 66 designation and 24 years of industry experience. He has worked at UBS since 2014 and also owns RR Platinum Investments LLC, a separate real estate business. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory services, combining institutional trading capabilities with wealth management offerings tailored using proprietary research and model-based asset allocations.

Ivan Pena is a Series 66-licensed financial advisor with Merrill in McAllen, Texas, where he has worked since 2015. He has 18 years of industry experience. Outside of his advisory role, Pena owns ScaleHi Goods, LLC, a company facilitating online retail sales, and is the managing member of ScaleHi Digital Marketing LLC, which offers digital marketing education through an online course. 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, and institutions.

Antonio Correa Jr. is a financial advisor with UBS Financial Services in McAllen, TX, holding a Series 66 designation and 12 years of industry experience. He has been with UBS Financial Services since 2013. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and leverages proprietary research and model-based asset allocations to tailor investment solutions.

Matthew Kelly is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He previously worked at Morgan Stanley and its affiliated entities for over a decade before joining Raymond James. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional clients, and municipalities, offering financial planning, non-discretionary investment consulting, and municipal advisory services.

Sergio Rojas is a financial advisor with LPL Financial, holding the CFP® designation along with Series 63 and Series 66 licenses. He has 18 years of industry experience, including 16 years at Equitable Advisors and 12 years at AXA Advisors, LLC. Rojas is based in McAllen, TX. 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 range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, with a focus on operational support through advanced technology and a broad suite of financial products.

Jorge Madero is a financial advisor with LPL Financial in McAllen, TX, holding Series 63 and Series 65 licenses and possessing 22 years of industry experience. Prior to joining LPL Financial in 2019, he was affiliated with Farmers Insurance and operated the Jorge Madero Insurance Agency Inc. He is also an author of a book published on Amazon.com. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions through a large network of investment adviser representatives. The firm offers a range of financial planning and investment management services, utilizing both proprietary and third-party model portfolios and strategies.

Alvaro Gonzalez is a financial advisor at Merrill with Series 63 and Series 65 credentials and over 40 years of industry experience. He has been with Merrill since 1985 and is also associated with Bank of America since 2009. Outside of his advisory role, Gonzalez is involved in several business ventures including general partnerships in hospitality and land ownership, and he serves on advisory boards for educational and community organizations in the McAllen, TX area. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services for Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies tailored to individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Daniel Olivares is a Financial Advisor with Merrill Lynch Wealth Management. He works closely with clients to understand their unique financial goals and priorities, assisting them in developing strategies for short-, mid-, and long-term objectives. His approach includes providing guidance on a range of areas such as college education planning, family wealth management, personal retirement planning, portfolio management, and special needs planning strategies. Daniel holds a Bachelor's Degree from the University of Texas System and has earned the Personal Investment Advisor (PIA) designation. Fluent in English and Spanish, he serves as a resource for clients seeking advice on investing, retirement planning, and financial solutions, also connecting them with Bank of America specialists for banking, credit, home financing, and small business needs. He emphasizes transparency and integrity in his client relationships to support their financial success.

James Tabak is a financial advisor at LPL Financial with 42 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. for 18 years before joining LPL Financial in 2023. Tabak holds a Series 63 designation and is based in Edinburg, TX. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, providing advice and account management through a large network of investment adviser representatives.

Juan Lopez is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. He holds Series 66 and Series 63 designations and has worked with J.P. Morgan Securities since 2012 and JP Morgan Chase Bank since 2010. J.P. Morgan Securities primarily serves institutional clients and retirement plan sponsors by providing investment consulting and advisory services through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.