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.

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.

Karoline Krockover is a financial advisor at Edward Jones with two years of industry experience. She holds a Series 66 designation and previously worked at Equitable Advisors, RippleMatch, Landmark Properties, Capstone Communities, and served in roles connected to the University of Texas - Austin and Veterans Memorial High School. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies and affiliated investment products, operating under a fiduciary standard and maintaining a large national network of financial advisors and branch offices.

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.

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.

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 offering 29 years of industry experience. His prior work includes roles at Morgan Stanley DW Inc. and Investment Professionals, Inc., before joining LPL Financial in 2008. In addition to his advisory role, he is affiliated with IBC Bank, where he is involved in processing life, health, disability, and long-term care insurance business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by advanced research tools and a large advisor network.

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 credentials and has previously worked at Wells Fargo Clearing, Wells Fargo Advisors, UBS Financial Services, and Citigroup Global Markets. Outside of his advisory role, he is a limited partner in a local sports complex in Corpus Christi, TX. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and 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 a large network of investment adviser representatives.