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. He holds the Series 66 designation and has been with Equitable Advisors since 2025. Outside of his advisory role, he serves as Executive Chair of the PWG Partners Foundation and is Community Service Chair for the Young Professionals of the Coastal Bend. He is also a licensed Texas notary public. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, and charitable organizations. The firm’s advisory approach involves matching clients to program models or discretionary managers, utilizing third-party asset managers and proprietary programs.

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.

Alan Krockover is a financial advisor with Edward Jones in Corpus Christi, TX, holding Series 63 and Series 66 licenses and 26 years of industry experience, all with Edward Jones since 2000. He serves as a trustee for the Corpus Christi Area Council for the Deaf and is a pro card holder in USA Powerlifting. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals and institutions, with a range of advisory programs and affiliated financial services.

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.

Cory Summers is a CFP® professional with 20 years of industry experience, currently serving as a financial advisor at LPL Financial. He has previously worked with firms including Cetera Advisor Networks, VOYA Financial Advisors, and Edward Jones. Summers is also involved in managing a property management business based in Corpus Christi, TX. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides financial planning, model portfolio programs, and access to third-party asset management, utilizing a broad network of advisors and integrating advanced operational and research tools.

Michael Dennis is a financial advisor at Edward Jones in Corpus Christi, TX, holding a Series 66 designation with seven years of industry experience. Prior to joining Edward Jones in 2019, he worked at The Great Courses in distance learning and spent ten years with Durant Auto Group. Outside of his advisory role, Dennis owns Maranatha Farms, where he manages a small flock of chickens and a herd of goats. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment advisory programs, including discretionary and non-discretionary strategies, and maintains a large network of financial advisors and branch offices across the country.

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 at Equitable Advisors with three years of industry experience. He holds the Series 63 and Series 66 designations. Prior to joining Equitable Advisors, his work history includes roles at Tilson Homes, Watts Guerra LLP, and Texas Tech University. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset-management programs using both proprietary and third-party solutions.