Sara Janak is a financial advisor with Edward Jones in Rockport, TX, holding CFP® and Series 66 designations and possessing nine years of industry experience. She has worked exclusively with Edward Jones since 2013. Outside of her advisory role, she is involved in a family cattle business and assists with insurance needs for a water treatment systems company. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets.

William Cleavelin Jr. is a CFP® with 38 years of industry experience, currently affiliated with Cetera. He has worked in various capacities within Avantax and its related entities since 1987 and maintains a longstanding accounting and tax preparation practice through Cleavelin & Company CPAs since 1977. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, and institutional accounts. The firm offers a range of portfolio management and financial planning services delivered via a nationwide network of independent advisors, utilizing both affiliated and third-party managers across multiple program structures.

Michelle Wood is a financial advisor with Edward Jones in Corpus Christi, TX, holding CFP® and ChFC® designations and over 21 years of industry experience. She has been with Edward Jones since 2005. Outside of her advisory role, she is involved in a family-owned LLC managing ranch property in San Antonio. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Travis Cruger is a financial advisor with LPL Financial in Corpus Christi, TX, holding a Series 66 credential and 12 years of industry experience. He previously worked at Next Financial Group Inc for 11 years before joining LPL Financial in 2025. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing a combination of discretionary and non-discretionary management supported by in-house and third-party research.

Joseph Wise Jr. serves as the Senior Resident Director at Merrill Lynch Wealth Management in Corpus Christi. He has built a lengthy career at Merrill Lynch, spanning over three decades, and currently leads the Wise/Flores Team alongside Teresa Flores. The team leverages Merrill Lynch's broad resources to deliver strategies aimed at helping clients achieve their financial objectives. Jay Wise holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations, specializing in total portfolio management, asset allocation, and diversification strategies. He earned an Associate's degree from Del Mar College and a Bachelor's degree from the University of Houston. Prior to his career in financial advising, he served four years in the U.S. Marine Corps. He has been actively involved in the community, including roles with Corpus Christi's Science and History Museum, Northwest Rotary, and the USS Museum Lexington On The Bay. His team emphasizes relationship-building, service, and performance in pursuit of clients' financial goals.

William Schnellbacher is a Series 66-licensed financial advisor with Cambridge Investment Research Advisors, based in Corpus Christi, TX. He has 19 years of industry experience and has been with Cambridge since 2012. Outside of his advisory role, he serves as a power of attorney handling financial affairs for an elderly family member. Cambridge Investment Research Advisors is a large SEC-registered firm serving 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 a network of independent professionals, utilizing proprietary and third-party model strategies across various platform arrangements.

Dawn Colburn is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 18 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. Outside of her advisory role, she serves as a power of attorney for her mother. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a broader range of financial product offerings that include insurance-related vehicles and bank deposit sweep options.

Jeffrey Wise is a financial advisor with the Wise/Flores Team at Merrill Lynch Wealth Management, focusing on client portfolio management. He brings a unique perspective to his role, drawing from his previous military service and diverse professional experiences. Jeff graduated from Mary Carroll High School in Corpus Christi, TX, in 2006 and served eight years in the United States Marine Corps as an infantry mortarman, including four deployments. Following his military service, he earned a Bachelor of Business Administration in Marketing from Texas Tech University. Jeff has held various marketing positions across nonprofit and corporate sectors throughout the United States. He holds the Personal Investment Advisor (PIA) designation and is actively involved in his community through organizations such as Rotary Corpus Christi Northwest, Scouting America, and the South Texas Botanical Gardens & Nature Center. Outside of work, Jeff enjoys running, surfing, and spending time with his family.

Robert Beltran Jr. is a financial advisor at Wells Fargo Clearing with seven years of industry experience. He holds the Series 66 designation and has worked at Wells Fargo Clearing since 2018. Prior to his current role, he was employed at Christus Spohn Hospital for three years. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary advisory options grounded in modern portfolio theory. The firm includes a broad range of investment products such as insurance-related vehicles and bank deposit sweep options, and acts as an ERISA fiduciary when providing investment advice.

Arthur Scott is a Certified Financial Planner (CFP®) with 29 years of industry experience, currently serving clients at UBS Financial Services since 2006. Based in Corpus Christi, TX, he is involved in community activities as a member of the Nueces Master Gardeners committee, where he assists in establishing an Investment Charter and Investment Policy Statement. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, combining institutional trading capabilities with wealth management services to deliver tailored financial plans and portfolio management.

Chase Rios is a financial advisor at Edward Jones in Rockport, TX, holding a Series 66 designation. He has one year of industry experience, beginning his career at Edward Jones in 2026 after prior roles at Dynamic Systems Inc and The Barracks Townhomes. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment advisory programs and fiduciary services supported by a nationwide network of more than 23,000 financial advisors and 15,000 branch offices.

Samuel Spears is a CFP® professional with 21 years of industry experience, currently affiliated with Edward Jones since 2004. He holds Series 63 and Series 66 licenses. Outside of his advisory role, he serves as a board member for the Cara Hobbs Foundation, which supports brain cancer research. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a broad range of wealth levels. The firm manages approximately $1.01 trillion in assets and offers various advisory programs, including discretionary and non-discretionary strategies, with a nationwide network of over 23,000 financial advisors.

Amon Clark Jr. is a CFP® professional with 43 years of industry experience, currently serving at Stifel Nicolaus & Co Inc since 2009. He holds a Series 63 license and is based in Corpus Christi, TX. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Brianna Resendez is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Her prior work history includes roles at Bank of America and Texas A&M University, as well as experience in retail and nonprofit sectors including Zara and the Art Museum of South 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 individuals, high-net-worth clients, and institutional investors.

Stephen Clark is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in creating personalized wealth management strategies tailored to clients' individual and family financial situations, goals, and changing market conditions. Stephen leverages the investment insights of Merrill and the banking services of Bank of America to offer a comprehensive approach to managing wealth. His areas of expertise include corporate executive services, divorce transition planning, employee benefits planning, family wealth management, services for endowments and non-profits, philanthropic planning, tax minimization, and retirement income. Stephen holds the Personal Investment Advisor (PIA) designation and earned a bachelor's degree from Trinity University. Committed to community involvement, Stephen follows Merrill’s tradition of volunteering and dedicates time to support local organizations. Outside of his professional role, his personal interests include biking, reading, running, and traveling.

Sathesh Janaki is a financial advisor at Cetera with 16 years of industry experience and holds a Series 66 designation. He has worked at various firms including Cetera Advisors LLC, MML Investors Services LLC, and MassMutual Life Insurance Company. Outside of his advisory role, he is involved in music distribution and concert promotion through his partnerships in Eden's Dawn and Heavy Is The Head. Cetera Investment Advisers LLC is a large SEC-registered firm serving individual, corporate, retirement plan, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with access to discretionary and non-discretionary portfolio management, financial planning, and various program structures, managing over $256 billion in assets.

Phoebe Glemba is a financial advisor with LPL Financial in Corpus Christi, TX. She holds the Series 66 designation and has been in the industry since 2025. Her prior work experience includes roles at Spotlight Financial, Johnson Consulting Group, and Costco Wholesale. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and model portfolios.

Lacy Sanders is a financial advisor at Edward Jones in Corpus Christi, TX, holding a Series 66 designation with eight years of industry experience. She has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, investment strategies, and affiliated financial services through a large network of advisors and branch offices nationwide.

Brian Leeton is a financial advisor with Wells Fargo Clearing in Corpus Christi, TX, holding Series 63 and Series 65 licenses and having 28 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he serves as an executor for a family estate. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services grounded in modern portfolio theory. The firm’s advisory process is IPS-driven and includes a broader range of financial product offerings than typical large institutional advisers, such as insurance-related vehicles and bank deposit sweep options.

Tom Ann Caster is a financial advisor with Ameriprise in Houston, TX, holding a Series 66 designation and bringing 23 years of industry experience. Prior to joining Ameriprise in 2019, she worked for Merrill Lynch, Pierce, Fenner & Smith Inc. for 16 years. She also works with franchised Ameriprise practices to support business development and operational efficiencies. Ameriprise offers retirement-income planning services primarily for clients with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations through a centralized consulting team.