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 Series 66-licensed financial advisor with Cambridge Investment Research Advisors who has one year of industry experience. She has held roles at several Cambridge entities since 2022 and previously worked in energy services and other local businesses. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals using multiple custody and platform arrangements, proprietary models, and access to unaffiliated strategists.

Johnathon Zamudio is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and seven years of industry experience. He has been with Equitable Advisors since 2019, following a one-year tenure at AXA Advisors, LLC. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporate, charitable, and institutional clients, providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, utilizing LPL-sponsored programs and third-party managers to deliver advisory and brokerage solutions.

Robert Gorman is a financial advisor at LPL Financial with 34 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Wells Fargo Clearing and Wells Fargo Advisors. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives, offering a range of advisory programs and financial planning services.

Hunter Gall is a financial advisor at Equitable Advisors with two years of industry experience. He holds Series 65 and Series 63 licenses. Outside of his advisory role, he is a partial owner of a real estate business, TipTop Real Estate. Equitable Advisors serves a diverse client base including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, operating primarily through LPL-sponsored programs and various endorsed TAMPs.

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.

Marissa Carabajal is a financial advisor at Merrill in Corpus Christi, TX, with 10 years of industry experience. She holds a Series 66 designation and has been with Merrill since 2000. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party managers.

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 beginning his advisory career in 2025. Prior to joining Equitable Advisors, he has experience with Robert Flores and Hondo Harris and Waddell & Reed. Outside of his advisory role, he serves as Executive Chair of the PWG Partners Foundation and Community Service Chair for the Young Professionals of the Coastal Bend, and he is also a commissioned notary public. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement plan support, and access to asset management through third-party programs. The firm operates a hybrid referral and implementation model that incorporates advisory and brokerage channels, tailoring services based on client goals, risk tolerance, and time horizon.

Albert Arismendi III is a financial advisor with Primerica Advisors in Corpus Christi, TX, holding a Series 66 designation and 11 years of industry experience. He has worked with Primerica Advisors since 2013, with prior experience at Mathis ISD. Outside of advisory work, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed accounts under a wrap-fee structure. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, providing a tiered wrap fee model and ongoing oversight of portfolio management.

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.