Stephen Medina is a Senior Financial Advisor and Senior Portfolio Manager at Merrill Lynch Wealth Management. He has been with Merrill Lynch since May 1994, following in his father's footsteps. Stephen is a qualified Senior Portfolio Manager who manages personalized or defined investment strategies on a discretionary basis. These strategies may include individual stocks and bonds, Merrill Lynch model portfolios, and third-party investment strategies. He holds professional designations including Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Stephen earned a Bachelor of Business Administration degree from Texas A&M University-College Station in 1992. Outside of his professional work, he enjoys biking, golfing, hunting, and spending time with his family. He is married to the former Veronica Carrizales.

Glenn Escovedo is a financial advisor with LPL Financial in Portland, TX, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has been with LPL Financial since 2008 and has also worked with IBC Bank since 2007. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Elizabeth Chabin is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 17 years of industry experience. She has been with Cambridge Investment Research Advisors since 2017. Outside of her advisory role, she serves as a board member and volunteer with 100 Women of the Coastal Bend. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through independent financial professionals, providing tailored strategies and a variety of platform options.

Cynthia Greer is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and possessing 22 years of industry experience. She has been with Primerica Advisors since 2004 and has a longer association with Primerica Financial Services dating back to 2003. Outside of advisory services, she is involved in sales of loan products and home security and automation referrals through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, which offers model-delivery strategies and a limited number of separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and uses BNY Mellon Advisors for model implementation, operating under a tiered wrap fee structure rather than fixed fees.

Zachary Hoelscher is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 10 years of industry experience. He has been associated with Cambridge Investment Research since 2016 and Bergstrom Benkendorfer since 2015. He serves as a board member of the Corpus Christi Grain Exchange. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse range of clients, including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing a variety of portfolio management strategies and platforms.

Leslie Sanders is a Series 66-licensed financial advisor with Edward Jones in Corpus Christi, TX, having six years of experience at the firm and a total of eight years in the industry. Prior to Edward Jones, Leslie worked at Real Energy Solutions and Northwest Kids Sports Complex. 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, operating under a fiduciary standard.

Carter Benkendorfer is a financial advisor with Cambridge Investment Research Advisors, holding the ChFC® and Series 63 credentials and with 28 years of industry experience. He has been with Cambridge Investment Research Advisors since 2012. Outside of his advisory role, he serves as President and Board Member of the Buccaneer Commission Foundation, where he is involved in scholarship donation and investment policies, and he is Treasurer and Board Member of the First United Methodist Church in Corpus Christi, TX. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension and profit-sharing plans, charitable organizations, trusts, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory through a network of independent Financial Professionals using multiple portfolio management platforms and a combination of proprietary and third-party strategies.

Alejandro De Leon is a financial advisor at LPL Financial with 23 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory role, he is a limited partner in a sports complex through Bluff Brothers LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management supported by model portfolios and research from LPL Research and third-party subadvisors.

Joseph Richter is a financial advisor at Edward Jones in Corpus Christi, TX with 18 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices, and manages approximately $1.01 trillion in assets under management.

Alexander Legamaro is a financial advisor with LPL Financial in Corpus Christi, TX, holding Series 63 and Series 66 credentials and 10 years of industry experience. He previously worked at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services LLC. In addition to his advisory role, he is engaged in outside life and health insurance sales. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, financial institutions, corporations, and nonprofits through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by research, model portfolios, and technology solutions.

William Skrobarczyk is a financial advisor at Ameriprise with 16 years of industry experience. He holds the Series 66 designation and has worked at Ameriprise and Ameriprise Financial Services, Inc. since 2009. Outside of his advisory role, he manages a CPA practice specializing in tax preparation and accounting and performs as a jazz guitarist. Ameriprise offers retirement-income planning services targeted at individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Samuel Clark is a CFP® professional with seven years of experience at Stifel in Corpus Christi, TX, where he has worked since 2013. He holds the Series 66 designation and is involved as an Alumni Recruitment Advisor for the Phi Delta Theta Texas Rho chapter, focusing on alumni engagement and recruitment support. Stifel serves a diverse client base including individuals, institutions, and municipal entities, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Jacob Mokry is a financial advisor with OSAIC based in Corpus Christi, TX, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. He has previously worked at Paradigm Wealth, Eagle Strategies, and New York Life, among other firms. Mokry is also a partner in STG Advisors, PLLC, where he assists with managing and maintaining business contracts. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm provides integrated brokerage and advisory services, employing asset-allocation tools and access to third-party money managers to construct diversified portfolios.

Michael Farah is a Series 66-registered financial advisor with Morgan Stanley in Rockport, Texas, bringing 25 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank since 2015. Outside of his advisory role, Farah serves as treasurer and board member of the Roscher Estate Property Owners Association and is a partner in a technology venture, PlayerWatch LLC. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving individual and institutional clients with financial planning and advisory programs. The firm manages approximately $2.74 trillion in client assets and utilizes structured discovery processes and modeling tools in its planning approach.

Kaushik Bhakta is a Senior Financial Advisor with Merrill Lynch Wealth Management, joining the firm in 2020 after four years at Edward Jones. He specializes in guiding families, business owners, and professional practices toward a wide range of financial objectives, including business succession, legacy planning, home financing, and establishing business lines of credit. His client base includes entrepreneurs, law firms, and family-owned businesses. Prior to his financial advisory career, Kaushik spent over 20 years managing, staffing, acquiring, and building hotels, beginning in his family's hotel business in the Corpus Christi area. This background provides him with insights into the wealth management challenges faced by business owners. His approach to wealth management is customized, flexible, and service-oriented, emphasizing close client relationships and ongoing communication. Kaushik was born in India and raised in South Texas. He attended the University of Houston, studying finance. He holds the Personal Investment Advisor (PIA) designation and is licensed with NMLS#2045273. Outside of work, he enjoys spending time with his family, watching football and basketball, and traveling with his wife. They have visited multiple continents, including Africa, Australia, Asia, and South America.

Matt Paul is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 63 designation and 37 years of industry experience. His career includes roles at Wells Fargo Clearing and Wells Fargo Advisors LLC before joining Raymond James in 2019. He is also a managing partner of two local businesses, Coastal Bend Wealth Partners and MBM Partners, LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual and high-net-worth clients, pension plans, corporations, and institutions. The firm offers tailored, non-discretionary planning and consulting using advanced analytical tools and supports a large network of advisors with resources that include municipal and public finance expertise.

Clarissa Beltran is a financial advisor at Wells Fargo Clearing with 17 years of industry experience. She holds the Series 66 designation and has been with Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans 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 in its investment offerings.

Mark Oser is a financial advisor with Primerica Advisors in Corpus Christi, TX, holding Series 63 and Series 65 credentials and possessing 38 years of industry experience. He has been associated with Primerica Advisors since 1987 and Primerica Financial Services since 1991. Outside of his advisory role, he owns Mark Oser & Associates, which is involved in sales of investment-related products and referrals for home security and automation services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which provides model-delivery strategies and a limited selection of discretionary separately managed accounts primarily to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee model for its advisory services.

Leah Wyckoff is a financial advisor at Morgan Stanley with 14 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Morgan Stanley since 2015, including a decade at Morgan Stanley Private Bank, N.A. based in Rockport, TX. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs. The firm emphasizes structured financial planning supported by firm-approved tools and serves approximately $2.74 trillion in client assets.

Sharon Squyres is a financial advisor at Merrill with 23 years of industry experience. She has held roles at LPL Financial, Cetera Advisor Networks, VOYA Financial Advisors, and NEXT Financial Group. Outside of her advisory work, she serves as secretary of the San Patricio County Riding and Roping Club, a local equine riding organization. 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 diverse client base including individuals, high-net-worth clients, and institutions.