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.

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 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.

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.

Kevin Mccracken is a financial advisor at Merrill with 31 years of industry experience. He holds Series 63 and Series 65 credentials and has been affiliated with Merrill since 1994 and Bank of America since 2009. Outside of his advisory role, he serves as an executor and holds power of attorney in fiduciary capacities for family estates. Merrill, along 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.

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.