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.

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.

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.

Hunter Higgins is a financial advisor with Cambridge Investment Research Advisors holding a Series 66 designation. He has been with Cambridge Investment Research Advisors and related entities since 2025. Prior to entering the financial advisory field, his background includes experience in logistics and freight services. Cambridge Investment Research Advisors is an 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 a variety of portfolio management strategies and platform arrangements tailored to client objectives.

Joseph Vasquez is a financial advisor at Cetera with 12 years of industry experience. He holds the Series 66 designation and has worked at firms including Edward Jones and Stifel Nicolaus. Outside of his advisory work, he serves as president of the Gregory-Portland Education Foundation, which raises funds for teacher and staff grants as well as student scholarships. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers.

Kimberly Pendergraft is a financial advisor at Edward Jones in Portland, TX. She holds the Series 66 designation and joined Edward Jones in 2026. Prior to her current role, she held positions at various organizations including the Kerrville Area Chamber of Commerce and JAM Broadcasting. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a wide range of advisory programs and investment options, supported by a nationwide network of financial advisors and branch offices.

Parker Brown is a CFP®-designated financial advisor with 14 years of industry experience. He is currently with Edward Jones, where he has worked for five years, following nine years at Fidelity Investments. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a nationwide network of financial advisors and branch offices, and manages approximately $1.01 trillion in assets under management.

Diana Paris is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. She previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm provides financial planning, advisory programs, retirement plan consulting, and brokerage services through a national network of investment adviser representatives.

Kelly Ellis is a financial advisor with Edward Jones in Corpus Christi, TX, holding Series 63 and Series 66 designations and 21 years of industry experience. Ellis has been with Edward Jones since 2004. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard and supported by a nationwide network of more than 23,700 financial advisors.

Jeffrey Evans is a financial advisor with Cambridge Investment Research Advisors in Corpus Christi, TX, holding a Series 66 license and 10 years of industry experience. He has been with Cambridge Investment Research Advisors since 2017 and also serves as a volunteer committee member for a local homeowners association. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and estates. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent financial professionals, providing tailored strategies across multiple custody and platform arrangements.

Matthew Meinheit is a financial advisor at Edward Jones with one year of industry experience. Prior to joining Edward Jones, he spent over a decade working in education within the Corpus Christi Independent and Tuloso-Midway Independent School Districts. He is involved with the Corpus Christi Baseball Club as a gameday datacaster and volunteers as a Watch Dog Coordinator for the Faye Webb Elementary PTA. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a broad range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Bert Raglin is a CFP® professional with 20 years of industry experience, currently associated with Cetera. His prior work includes roles at Avantax Advisory Services and BWR CPA & Investments, PC. Outside of financial advising, he owns and operates several tax preparation and accounting businesses, as well as an automobile sales and service enterprise. Cetera Investment Advisers LLC serves a wide range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers diverse portfolio management options and operates a multi-manager platform with access to various model portfolios and program structures.

Martin Evans is a financial advisor with Cambridge Investment Research Advisors in Corpus Christi, TX. He holds Series 63 and Series 65 licenses and has 30 years of industry experience, including 17 years at Cambridge Investment Research, Inc. Outside of his advisory role, he is the owner of Freedom Investment Counsel, LLC, where he acts as an independent insurance agent. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, utilizing various portfolio management platforms and proprietary as well as third-party strategies.

Hondo Harris is a financial advisor with Equitable Advisors in Corpus Christi, TX, holding Series 65 and Series 63 licenses and six years of industry experience. Prior to joining Equitable Advisors, he worked at AXA Advisors, LLC, and held various roles at Texas A&M University and Ram Tool Construction Supply. He serves as board secretary for River Hills Country Club and holds board positions with Alice Country Club and the PWG Partners Foundation. Equitable Advisors serves a diverse client base including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, offering financial planning and broker-dealer services along with access to third-party asset management programs. The firm participates in LPL-sponsored programs and provides a mix of discretionary and non-discretionary investment services.

Armando Deleon is a financial advisor at LPL Financial with 39 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. 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 diverse advisory programs, retirement plan consulting, and brokerage services with both discretionary and non-discretionary management options.

Ricky Serna Jr Jr is a CFP® and holds a Series 66 designation with 10 years of industry experience. He has been with Edward Jones since 2015, based in Corpus Christi, TX. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of over 23,700 financial advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Angela Ruddock is a CFP®-certified financial advisor with 31 years of industry experience. She is currently with Cambridge Investment Research Advisors, where she has worked since 2023. Her prior experience includes roles at Symphonic Securities, Symphonic Financial Advisors, and Rim Securities LLC. Outside of her advisory work, Ruddock serves as a board member and treasurer for the Rockport Center for the Arts and volunteers with local civic and charitable organizations. Cambridge Investment Research Advisors is an SEC-registered firm serving a diverse client base including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory services through independent Financial Professionals using a variety of portfolio management strategies and custody platforms.