Sue Dieterich is a financial advisor with Morgan Stanley in Rockport, TX, holding a Series 63 designation and possessing 33 years of industry experience. She has been with Morgan Stanley and its affiliated entities since 2007, including Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs and tailored financial planning, utilizing firm-approved tools and methodologies such as Monte Carlo simulations to support client planning needs.

Shadan Kasiri is a financial advisor at UBS Financial Services with three years of industry experience. Prior to joining UBS in 2022, Kasiri worked in healthcare, including roles at Oregon Health and Sciences University Hospital and Seton Healthcare Family of Hospitals. UBS Financial Services Inc. provides brokerage and investment advisory services to individual, corporate, and institutional clients, offering financial planning, discretionary and non-discretionary portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and leverages proprietary research and model-based asset allocations to tailor investment strategies.

Erich Lehmann is a financial advisor at Thrivent Investment Management with 13 years of industry experience. He holds a Series 66 designation and has been with Thrivent since 2013. Outside of his advisory role, he serves as a Deacon at Second Baptist Church in La Grange, Texas, where he participates in various volunteer activities. He is also secretary of the Frisch Auf! Valley Country Club board. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based analyses and written recommendations across a broad range of planning topics. The firm offers these planning services alongside managed-account programs without discretionary trading authority or institutional portfolio management.

April Delgado is a financial advisor at Merrill with a Series 66 designation and has been with the firm since 2024. Her prior experience includes roles in healthcare and service industries in the Corpus Christi, TX area. 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.

Kimberly Sellars is a financial advisor at Merrill with 25 years of industry experience. She holds Series 63 and Series 66 credentials and previously worked for UBS Financial Services Inc. for 12 years before joining Merrill in 2025. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm serves a diverse client base including individuals, high-net-worth clients, pension plans, and charitable organizations, offering model-based and discretionary investment strategies developed by internal and third-party managers.

Teresa Flores is a Senior Financial Advisor at Merrill Lynch Wealth Management, where she has been employed since 1994. She specializes in portfolio management and review, focusing on insurance products and employer retirement plans. Teresa is part of the Wise/Flores Team, which combines over 60 years of experience to provide clients with strategies tailored to their financial goals. Teresa holds professional designations including Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). She completed her high school education at Ingleside High School. Her client expertise includes areas such as Divorce Transition Planning, Education Planning, Services for Defined Benefit Plans, Managing New Wealth, Personal Retirement Planning, Portfolio Management Services, Small Business Strategies, Women and Wealth, and Retirement Income. Beyond her professional work, Teresa has a longstanding commitment to community and education. She has served on the Ingleside Independent School District Board of Trustees since 1999, holding all officer positions, and was president of the Texas Association of School Boards in 2017/2018. Teresa is also a director on the Coastal Bend Food Bank and the San Patricio County Economic Development Corporation. She is married with two children and three grandchildren and enjoys baseball, football, reading, and spending time with her family.

Jack Adams is a financial advisor with Equitable Advisors in Corpus Christi, TX. He holds Series 63 and Series 66 licenses and has two years of industry experience. Prior to joining Equitable Advisors in 2023, he worked in various roles including positions at Tilson Homes and Watts Guerra LLP. 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 LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, offering both advisory and brokerage/insurance services tailored to client goals and risk tolerance.

Craig Hottell is a financial advisor with UBS Financial Services in Corpus Christi, TX, holding Series 63 and Series 65 licenses and possessing 31 years of industry experience. He has been with UBS Financial Services since 2009. Outside of his advisory role, he serves on the board of directors for New Life Refuge Ministries, where he participates in finance committee activities and public outreach. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services to provide tailored financial planning and portfolio management.

Hannah Weaver is a financial advisor at Merrill with five years of industry experience. She holds the Series 66 and Series 63 designations and has previously worked at Morgan Stanley and Equitable Advisors. Prior to her financial services career, she held positions in various sectors, including roles at the University of Oklahoma and in public relations. 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. The firm offers both model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Eric Mc Lester is a financial advisor with Edward Jones in Portland, TX, holding a Series 66 designation and three years of industry experience. His prior work includes positions at Bank of America and Aransas County Independent School District. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large nationwide network of advisors and branch offices.

Harold Mccoy is a financial advisor at Wells Fargo Clearing with 29 years of industry experience. He holds the Series 63 and Series 65 designations. Prior to joining Wells Fargo Clearing in 2019, he worked at Morgan Stanley Private Bank, National Association, and Morgan Stanley Smith Barney from 2009 to 2019. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a broader set of financial product offerings than is typical for large institutional advisers.

Suzel Mendieta is a financial advisor with Wells Fargo Clearing in Corpus Christi, TX, holding Series 63 and Series 65 licenses and having 26 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. 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.

Robert Fox is a financial advisor with Osaic Wealth, Inc. in Corpus Christi, TX, holding a Series 66 designation and over 26 years of industry experience. His career includes long-term roles at Securities America Advisors, Inc. and Fields, Nemec & Company, where he also serves in trustee and co-executor capacities for various trusts and estates. Fox is active on the executive board of the South Texas Council of the Boy Scouts of America. Osaic Wealth, Inc. provides investment advisory and brokerage services to a diverse client base, including individuals, institutions, and charitable organizations, utilizing a range of advisory platforms and third-party money managers. The firm employs asset-allocation tools, risk assessments, and automated rebalancing to manage portfolios across multiple asset classes with discretionary and non-discretionary options.

Kathleen Clark is a CFP® with 18 years of industry experience, currently serving as a financial advisor at Edward Jones since 2007. She is based in Portland, TX. Outside of her advisory role, she manages a residential property in St. Louis, MO. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and affiliated services, managing approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors.

Suzanne Wood is a financial advisor at Ameriprise with 22 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Ameriprise and Ameriprise Financial Services, Inc. since 2011. Outside of her advisory role, she serves on the Board of Directors for the Downing Street Townhomes Association and is a committee member at Second Baptist Church in Corpus Christi, TX. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides customized retirement income planning through written recommendation reports and ongoing advice.

Jason Staff is a financial advisor with Cambridge Investment Research Advisors who holds a Series 66 designation and has 10 years of industry experience. Prior to joining Cambridge in 2023, he worked at Symphonic Financial Advisors and Symphonic Securities from 2015 to 2023. Outside of his advisory role, he is active as a personal trainer in the fitness industry and owns a retail sales and distribution business. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals across wealth levels, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory through a network of independent professionals, employing multiple portfolio management platforms and a range of discretionary and non-discretionary strategies.

Alexandra Miller is a financial advisor at UBS Financial Services with a Series 66 designation and one year of industry experience. Prior to joining UBS, she worked in healthcare-related roles at various clinics and hospitals from 2011 to 2026. She is also involved with Divine Aesthetics and Wellness PLLC, a side business she has operated since 2025. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering fee-based financial planning, portfolio management, and a range of capital markets solutions supported by proprietary research and model-based asset allocations.

Noel Silva is a Series 66 licensed financial advisor with Edward Jones in Corpus Christi, TX, with three years of industry experience. He has been with Edward Jones since 2005. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients through a large national network of advisors and branch offices. The firm offers a variety of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Christie Nitzel is a financial advisor at Merrill with a Series 66 designation and began her advisory career in 2024. Prior to joining Merrill, she worked in public education for several years. She serves as Secretary of the Board for VolunTexas, a charitable organization based in Corpus Christi, Texas. 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 a range of clients including individuals, high-net-worth clients, and institutional investors.

Rudolph Sturgeon is a financial advisor with OSAIC, holding a Series 66 designation and over 26 years of industry experience. He has worked at OSAIC since 2024 and previously spent more than two decades at Securities America Advisors, Inc. and Fields, Nemec & Company. Outside of advising, Sturgeon is a partner in real estate and oil and gas ventures and serves as a trust protector for several family trusts. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable investors through an extensive network of affiliated advisors. The firm offers integrated brokerage and advisory services with a focus on asset allocation, risk assessment, and portfolio management utilizing a range of investment products and third-party platforms.