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.

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.

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.

Brian Smith is a financial advisor at Raymond James Financial Services Advisors, Inc. with six years of industry experience. He holds Series 66 and Series 63 designations and has worked previously at Wealth Watch Advisors, Burkhart Peterson Staffing, Ernst & Young, and other firms. He is also employed part-time as an associate with Laguna Wealth Services in Corpus Christi, TX. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm offers non-discretionary planning and consulting tailored to client goals using analytical tools, and it supports municipal and public-finance work through a municipal advisor affiliation.

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.

Alexander Gordon is a financial advisor at Edward Jones in Corpus Christi, TX, holding a Series 66 designation. He has one year of industry experience, having joined Edward Jones in 2025. Prior to his advisory role, he held positions at Buildxact, Group Management Services, Trace, Oracle, and had academic roles at The University of Texas at Austin, Saint Edward's University, and The Emery/Weiner School. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of investment advisory programs, discretionary and non-discretionary strategies, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and is distinguished by its extensive retail advisor network, branch footprint, and affiliated financial services beyond traditional advisory offerings.

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 at LPL Financial with 12 years of industry experience. He holds the Series 66 designation and previously worked at Next Financial Group Inc for 11 years before joining LPL Financial. 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 portfolio programs, third-party asset management, and institutional platforms.

Joseph Wise Jr. serves as the Senior Resident Director at Merrill Lynch Wealth Management, bringing decades of experience to his role. He specializes in total portfolio management, asset allocation, and diversification strategies, applying his expertise to help clients pursue their financial goals. With a career spanning over 35 years at Merrill Lynch, Joseph has held significant leadership positions including Senior Financial Advisor and Senior Resident Director of the Corpus Christi office. His professional credentials include the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. Joseph earned a Bachelor's degree from the University of Houston System and an Associate's degree from Del Mar College. Beyond his professional work, he contributes to the community through involvement with organizations such as Corpus Christi's Science and History Museum, Northwest Rotary, and the USS Museum Lexington On The Bay.

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.

Matthew Apple is a Series 66-licensed financial advisor with Raymond James Financial in Corpus Christi, TX, and has 27 years of industry experience. He has been associated with Raymond James Financial Services Advisors Inc. since 2013 and is a partner at Mosca Fea LLC, a business co-owned with his wife that manages the website Rainbowadvice.com, providing resources for parents of LGBTQ children. He is also managing partner of Laguna Wealth Services. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm employs non-discretionary planning and investment consulting tailored to client goals and supports a wide advisor network with additional expertise in municipal and public finance.

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.

Thomas Forkuo is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. His prior work history includes positions at Provident Bank, Cal Bank Ltd, and Transform Holdco LLC/Sears. 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, pension plans, corporations, and charitable organizations.

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.

Gina Ulisse is a financial advisor with Cetera, holding a Series 66 designation and nine years of industry experience. She has been associated with Cetera since 2016 and also works with Kleberg Bank, N.A., where she has been since 2004. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a large network of independent advisors and uses a multi-manager platform with options ranging from model portfolios to bespoke strategies.

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.