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 with Merrill in Corpus Christi, TX, holding Series 63 and Series 65 credentials and with 32 years of industry experience. He has worked at Merrill since 1994 and has been associated with Bank of America, NA since 2009. Outside of his advisory role, he serves in fiduciary capacities, including as an executor and power of attorney for family-related estates. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Alan Canine is a financial advisor with LPL Financial in Corpus Christi, TX, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. His prior roles include positions at Cetera Advisor Networks, Voya Financial Advisors, Sws Financial Services, 1st Global Advisors, and managing his own firm, Alan Canine, PC. He also operates a tax preparation and accounting business as a CPA. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolios, third-party asset management, and institutional platforms, supporting advisors with a range of discretionary and non-discretionary strategies alongside various non-advisory financial services.

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.

Brandon Magro Torres is a financial advisor with LPL Financial based in Corpus Christi, TX, holding a Series 66 designation and one year of industry experience. His prior roles include positions with Corpus Christi Financial Group, HEB, Texas A&M Corpus Christi, Del Mar College, Best Buy, and London ISD. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, 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.

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, holding a Series 66 designation and one year of industry experience. Her prior work includes roles at Spotlight Financial, Johnson Consulting Group, and Costco Wholesale. 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 broad range of advisory and brokerage services, including financial planning and model portfolio programs, supported by a large network of investment adviser representatives and extensive operational resources.

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.

Maria Canamar is a financial advisor with Raymond James Financial, holding a Series 66 designation and two years of industry experience. Her work history includes roles at Buckley & Associates and several positions prior to entering the financial industry, including at Texas A&M University campuses and other service roles. She is also an associate employee supporting Laguna Wealth Services in Corpus Christi. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and utilizes various analytical tools to assist clients in implementing recommendations through its advisory programs or other providers.

Joshua Wilson is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 credentials and 21 years of industry experience. He previously worked at Edward Jones for 18 years before joining Raymond James in 2022. Outside of his advisory role, Wilson owns an agricultural business focused on beekeeping and small livestock farming. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual, high-net-worth, institutional, and corporate clients. The firm offers non-discretionary planning tailored to client goals and supports advisory programs through a large network of advisors and affiliated firms.

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.

Timothy Cazalas is a financial advisor at Cetera with 24 years of industry experience and holds the Series 66 designation. He has worked at Cetera Wealth Services and Cetera since 2025 and has prior experience with Avantax Advisory Services and Avantax Investment Services spanning 20 years. Outside of his advisory role, he serves as president of Cazalas & Hunter, P.C., an accounting and tax services firm, and is involved with oil and gas entities Stone Minerals, LLC and TLC Resources LLC. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual, corporate, charitable, institutional, and retirement plan clients through a nationwide network of independent advisors. The firm provides a range of portfolio management and consulting services using a multi-manager platform with access to affiliated and third-party managers, program options including automated allocations and unified accounts, and supervises approximately $256 billion in assets.

John Stearns is a financial advisor with Ameriprise in Corpus Christi, TX, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. His prior firms include Cetera Advisor Networks, Summit Financial Group, and Summit Brokerage Services. Outside of advising, he hosts a weekly radio show on Sports Radio Corpus Christi focused on retirement and investment education. Ameriprise offers retirement-income planning services primarily for clients with substantial investable assets, combining research-driven and algorithm-supported recommendations with a wide range of advisory, brokerage, and insurance solutions.

Nila Patel is a financial advisor at Cetera with 26 years of industry experience. She holds the PFS™ designation and Series 63 and 66 licenses. Prior to joining Cetera in 2025, she worked with Avantax for several years. Outside of advising, Patel is a partner in Patel & Patel CPA's, where she supervises tax returns and client interviews, and she is involved as an office administrator and tax consultant with Chhedda Endodontics PLLC. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual, corporate, retirement plan, charitable, and institutional clients. The firm offers a multi-manager platform with diverse portfolio management options, supporting over 10,000 advisors and approximately 800,000 clients nationwide.