Gloria Leal is a Series 66 licensed financial advisor with Edward Jones in Mission, Texas. She has been with the firm since 2007. 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 range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Harvey Lopez is a financial advisor with LPL Financial in McAllen, TX, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His career includes tenures at Lone Star National Bank, Cetera, PNC Managed Account Solutions, St Johns Wealth Management, and Chase Investment Services. Outside of advisory work, he is involved in the sale of fixed insurance and group benefits through contracts with several major insurance providers. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a wide range of advisory services including financial planning and access to various portfolio programs, supported by a large network of investment adviser representatives who utilize diverse strategies and research tools.

Efrain Reyna Jr. is a CFP®-designated financial advisor with Edward Jones in McAllen, TX, with seven years of industry experience. Prior to joining Edward Jones in 2018, he worked at Lone Star National Bank and served in the US Army from 2005 to 2017. Outside of financial advising, he is involved in logistics and holding companies in Texas. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment strategies and advisory services. The firm supports over 23,000 financial advisors and manages approximately $1.01 trillion in assets, offering both discretionary and non-discretionary solutions under a fiduciary standard.

Elda Castillo is a CFP® and ChFC® with 10 years of experience at Edward Jones, where she has worked since 2016. She holds a Series 66 license and is based in McAllen, TX. Outside of her advisory role, Castillo is a partner in a used clothing business in Alamo, TX. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages over $1 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Luis Hernandez is a financial advisor with LPL Financial, holding a Series 66 designation and 14 years of industry experience. His prior roles include positions at Rio Bank, Ameriprise Financial Services, Edward Jones, Capital One Investing, J.P. Morgan Securities, Chase Investment Services Corp., and Waddell & Reed. 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 portfolios, third-party asset management, and institutional platforms, supported by both discretionary and non-discretionary strategies.

David Salinas Jr. is a financial advisor at Edward Jones in McAllen, TX, holding the Series 66 designation with seven years of industry experience. His prior roles include work at The Boot Jack and Capital Farm Credit, as well as positions at Texas A&M AgriLife Extension and Texas A&M University. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including various household types, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets through a large network of advisors and offers a range of advisory strategies and affiliated investment products under a fiduciary standard.

Alexander Gelman is a Series 65-licensed advisor with LPL Financial, based in McAllen, TX. He has been with LPL Financial since 2025 and has prior experience at Lone Star National Bank and service in the U.S. Navy Reserve. Gelman also worked on Governor Greg Abbott's re-election campaign in 2018. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with a range of discretionary and non-discretionary investment strategies.

Ruby Montalvo is a financial advisor with Edward Jones in McAllen, TX. She holds a Series 66 designation and has been with Edward Jones since 2021. Prior to joining Edward Jones, she worked at DHR Dr. Jose M. Marina and Percision Orthopedic's Dr. Jose M. Marina. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies, operating under a fiduciary standard.

Roland Gonzalez Jr. is a financial advisor with Cambridge Investment Research Advisors in McAllen, TX, holding a Series 66 designation and 12 years of industry experience. His work history includes roles at Cambridge Investment Research, Inc., Mass Mutual Life Insurance Company, and Greystone Advisory Group. He is also involved as an agent with Sage Settlement Consulting. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement plan advisory services. The firm provides a variety of investment solutions through a network of independent Financial Professionals, utilizing both proprietary and third-party strategies across multiple platform arrangements.

Irma Rodriguez is a financial advisor with Edward Jones in Mission, TX, holding a ChFC® designation and Series 66 license. She has 12 years of industry experience, including 10 years with Edward Jones. Outside of her advisory role, she is the owner of New Genesis Construction LLC, a home-building business in San Juan, TX. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients across a wide range of financial needs. The firm offers both discretionary and non-discretionary advisory strategies, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Armando Adame serves as an International Wealth Advisor at Merrill Lynch Wealth Management. In this role, he focuses on connecting various aspects of clients' financial lives to help prioritize and pursue their most important goals. He works with clients on a range of services including family wealth management strategies, legacy planning, liquidity management, and portfolio management. He holds the Personal Investment Advisor (PIA) designation and has completed a Bachelor's Degree from the University of the Incarnate Word, following his graduation from McAllen High School. Armando serves clients who require tailored strategies such as services for endowments, foundations, non-profits, and small business strategies, as well as individual and corporate investment strategy. Outside of his professional work, Armando enjoys fishing, golfing, hiking, hunting, and skiing. He is fluent in both English and Spanish, enabling him to serve a diverse client base.

Judith Torres is a financial advisor at Merrill with 11 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Bank of America and Merrill since 2016. Outside of her advisory role, she works as a consultant and independent contractor for Pfizer, focusing on medical research and patient consultation. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program for a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm employs model-based and discretionary investment strategies developed by internal Chief Investment Office teams and third-party managers.

Rogelio Guerra Jr. is a financial advisor at Merrill with seven years of industry experience and holds the Series 66 designation. His prior experience includes roles at Bank of America, Wells Fargo, and BBVA Compass. Outside of his advisory work, he is active as a musician, performing in various bands and managing music-related businesses. 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Mark Southwell is a CFP® professional with 29 years of experience in financial advising. He is currently with Raymond James & Associates and has previously worked at Wells Fargo Clearing Services, Morgan Stanley, and A. G. Edwards & Sons. 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 broad client base—including high-net-worth individuals, institutions, and municipalities—and offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Alberto Cavazos is a CFA® charterholder with 33 years of experience in the financial industry. He has been with LPL Financial since 2002, following a two-year tenure at UBS Financial Services. Cavazos 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 institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by investment adviser representatives who utilize various strategies and third-party subadvisors.

Jorge Escobedo Jr. is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 23 years of industry experience. He has worked at Cetera since 2019 and was previously with LPL Financial from 2015 to 2019. Outside of his advisory role, he is a 50% owner of MJ & BOYZ LLC, a rental property business, jointly owned with his wife. Cetera Investment Advisers LLC is an SEC-registered firm serving both individual and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform that includes affiliated and third-party managers.

Olimpo Salinas Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and 22 years of industry experience. He previously worked at J.P. Morgan Securities and Chase Investment Services Corp. He is also involved with Sonterra Private Wealth PLLC, a business entity used 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 institutions. The firm offers a range of financial planning and investment management services through a large network of advisors, utilizing various portfolio programs and technology tools to support client accounts.

Jerome Raders is a financial advisor at Stifel with 33 years of industry experience. He holds a Series 63 designation and has worked at Stifel Nicolaus & Co Inc since 2020. His prior experience includes roles at Wells Fargo Clearing and Wells Fargo Advisors LLC between 2009 and 2020. Stifel serves a broad range of clients, including individuals, institutional clients, and municipal entities, providing both brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to guide asset allocation and planning, with a focus on client discretion in implementation.

Nydia Vazquez is a financial advisor with UBS Financial Services in McAllen, TX, holding a Series 66 designation and 23 years of industry experience. She has been with UBS Financial Services since 2010 and also maintains a role with UBS International Inc. since 2007. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and delivers advisory work through a network of advisors using proprietary research and model-based asset allocations.

Armando Ortiz III is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds the Series 63 and Series 66 designations. Outside of his advisory role, Ortiz is the owner of Y Fitness, a fitness apparel company, where he manages finance, marketing, and sales. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, combining large institutional advisory operations with brokerage and investment management capabilities. The firm delivers non-discretionary asset allocation advice and investment recommendations supported by an in-house manager solutions team and a centralized due-diligence framework.