Kevin Carrasco is a financial advisor with KMC Wealth Management, LLC, holding Series 63 and Series 66 licenses and possessing 21 years of industry experience. His work history includes roles at AINN Holdings, LLC, KMC Capital Management, Great Expectations, LP, Investment Professionals, Inc., and A.G. Edwards & Sons, Inc. Outside of his advisory work, he serves as a board member for several nonprofit organizations, including Family Life Works, the San Antonio Family Foundation, and Natural Womanhood. KMC Wealth Management is an independent registered investment adviser managing approximately $18.5 million for a select group of clients, including individuals, high-net-worth clients, trusts, estates, retirement plans, and small businesses. The firm employs a combination of fundamental and technical analysis alongside modern portfolio theory to develop targeted asset-allocation portfolios, offering both discretionary and non-discretionary management and incorporating third-party money managers when appropriate.

Corie Tielke is a financial advisor at Ameriprise with a Series 66 designation and two years of industry experience. Prior to joining Ameriprise in 2023, Tielke was involved with Karnes City Auction, Inc. for 12 years. Outside of advising, Tielke co-owns several agricultural and ranch-related businesses in Texas, including Sweet T Cattle Company and Iron T Land & Livestock, LLC. Ameriprise provides retirement-income planning services targeted at individuals approaching or in retirement who meet specific asset criteria, offering comprehensive recommendation reports that integrate Social Security strategies, tax-efficient withdrawals, and asset bucketing. The firm combines algorithmic tools with advisory oversight and serves a broad client base through advisory, brokerage, and insurance solutions.