Gary Hannah is the sole advisor at GNH CHFC Advisory Services in Corpus Christi, TX, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 24 years of industry experience and has been self-employed since 1985, founding his current firm in 2015. In addition to his advisory work, he is appointed with various life, accident, and health insurance companies. GNH CHFC Advisory Services refers prospective clients to third-party registered investment advisers that manage pooled vehicles and institutional strategies, rather than directly managing assets. The firm collects client information to recommend suitable third-party programs and provides related disclosure documents, receiving solicitor fees from these advisers instead of charging clients directly.

Christopher Mcmahan is a financial advisor at Oak Tree Wealth Management in Corpus Christi, TX, holding a Series 65 credential with three years of industry experience. His prior work includes roles at New York Life Insurance Company and Medivita Health. Oak Tree Wealth Management provides discretionary asset management and financial planning to individuals and small businesses, including management of 403(b) retirement accounts through a Fidelity platform. The firm utilizes fundamental, technical, and cyclical analysis to develop client-specific investment policies and offers regular public seminars and workshops at no charge.

Nathan Hardin is a financial advisor with JMJRG, Inc. dba Strategic Wealth Management Group, holding Series 63 and Series 65 licenses and possessing nine years of industry experience. Prior to joining Strategic Wealth Management Group in 2020, he worked at W&S Brokerage Services and Western & Southern Life from 2014 to 2019. Outside of his advisory role, Hardin serves as the music director for Rock City Church. Strategic Wealth Management Group provides portfolio management, pension consulting, and financial planning services to individual, high-net-worth, and retirement plan clients. The firm employs a combination of fundamental, technical, cyclical, and economic analysis to manage discretionary portfolios across a range of asset classes.

Phillip Plant is a financial advisor at Springwater Advisors, LLC in Corpus Christi, TX, holding Series 63 and Series 65 registrations with 53 years of industry experience. He has worked at Springwater Advisors since 2009 and maintains long-term involvement with Herndon Plant Oakley entities dating back to 1998. Outside of his advisory role, Plant serves on the board of Decisio Health Inc and holds leadership positions in multiple investment-related partnerships and companies. Springwater Advisors provides discretionary portfolio management, consulting, and comprehensive financial and estate planning services for individuals, families, high-net-worth clients, and charitable organizations. The firm employs a mix of fundamental, technical, and cyclical analysis in managing portfolios and offers sub-manager selection and monitoring as part of its services.

Martin Schoonover is the sole advisor at Oak Tree Wealth Management in Corpus Christi, TX, holding Series 63 and Series 65 licenses with 18 years of industry experience. He founded Oak Tree Wealth Management in 2012. Outside of advisory work, Schoonover owns and operates Texan Autoplex, an auto dealership, and is a licensed insurance agent selling life, health, annuities, and other insurance products. Oak Tree Wealth Management provides fee-based discretionary portfolio management, financial planning, and consulting services primarily to individuals and small businesses. The firm uses customized investment policies and a mix of fundamental, technical, and cyclical analysis to manage approximately $12.7 million in discretionary assets.

Shana Hofmeister is a financial advisor at Investment Strategies, L.L.C. in Corpus Christi, TX, with 20 years of industry experience. She holds a Series 66 designation and has worked with multiple firms, including Besch, LLC and United Planners' Financial Services. Outside of finance, she is involved in oil and gas exploration as a partner in South Bluff Oil and Gas Partnership and manages Fowler Station, LLC, which focuses on cattle grazing, wildlife management, and potential olive orchard development. Investment Strategies, LLC provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, and select business entities. The firm employs a combination of fundamental, technical, and cyclical analysis and utilizes a range of investment strategies, including options and derivatives, supported by a two-person advisory team offering multidisciplinary planning.

Dorothy Fowler is a financial advisor with Investment Strategies, L.L.C. in Corpus Christi, TX, holding a Series 66 designation and bringing 26 years of industry experience. She has been with Investment Strategies, LLC since 2011 and United Planners' Financial Services since 2012. Outside of advising, she is involved in cattle grazing and wildlife management through Fowler Station, LLC. Investment Strategies, LLC provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, and select business entities. The firm employs a range of strategies including fundamental, technical, and cyclical analysis, as well as options and derivative strategies, supported by a two-person advisory team serving a small client base.

Brent Holt is a CFP® with 18 years of experience in the financial services industry. He is currently with Springwater Advisors, LLC, where he has worked since 2021, following 11 years at Oxbow Advisors, LLC. Holt is also involved in local education fundraising through the London ISD Education Foundation. Springwater Advisors provides discretionary portfolio management, consulting, and comprehensive financial and estate planning for individuals, families, high-net-worth clients, and charitable organizations. The firm employs various investment strategies, including sub-manager selection and monitoring, and manages all client assets on a discretionary basis.

John Seaman is a CFP® and ChFC® with 46 years of experience in the financial services industry. He is currently with JMJRG, Inc. dba Strategic Wealth Management Group and previously worked at OASIS Wealth Advisors, Mutual Advisors, and Woodbury Financial Services. Outside of advisory work, he is a licensed real estate broker and co-partner in a small residential real estate business. Strategic Wealth Management Group provides portfolio management, pension consulting, and financial planning services to individual and high-net-worth clients as well as retirement plans. The firm uses a combination of fundamental, technical, cyclical, and economic analysis in managing discretionary portfolios across multiple asset classes.

Michael Sharp is a financial advisor at Stonewater Wealth Management, Inc. in Corpus Christi, TX, with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Stonewater since 2012. Outside of his advisory role, Sharp is involved in financial and mortgage services through his ownership interests in CFO Financial LLC, Money Central Inc, and Bosque Financial, Inc. Stonewater Wealth Management serves individuals, high-net-worth clients, banks, and pension and profit-sharing plans by providing discretionary and non-discretionary portfolio management along with hourly financial planning. The firm develops customized Investment Policy Statements and employs a range of investment vehicles, including mutual funds, equities, fixed income, ETFs, real estate, private placements, and insurance products.

Michael Bunzel is a financial advisor at Stonewater Wealth Management, Inc. in Corpus Christi, TX, with three years of industry experience. He holds a Series 66 designation and previously worked at Intervest International Equities Corp, Raymond James & Associates, and has a background in the pharmaceutical industry. In addition to his advisory role, Bunzel provides tax preparation and planning services through Stonewater Tax Group. Stonewater Wealth Management serves individuals, high-net-worth clients, banks, and pension and profit-sharing plans with discretionary and non-discretionary portfolio management and hourly financial planning. The firm creates individualized Investment Policy Statements and utilizes a range of investment vehicles and analytical methods to manage client portfolios.

Hope Garza is a financial advisor at Stonewater Wealth Management, Inc. in Corpus Christi, TX, with six years of industry experience. She holds a Series 65 credential and has been with Stonewater since 2019. Stonewater Wealth Management serves individual investors, including high-net-worth clients, as well as banks and pension and profit-sharing plans. The firm combines various investment approaches, including fundamental and technical analysis, long- and short-term trading, and options writing, and provides both discretionary and non-discretionary portfolio management alongside financial planning services.

Richard Bonner is a financial advisor with M. E. Allison & Co., Inc. in San Antonio, TX, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. Prior to joining M. E. Allison & Co. in 2019, he worked at Cetera Advisors LLC for six years. Outside of advising, he has involvement as a bookkeeper for mineral interest royalties. M. E. Allison & Co., Inc. serves individuals, trusts and estates, bank trust departments, corporations, and retirement plans, offering discretionary and non-discretionary portfolio management, financial planning, and 401(k) consulting. The firm manages approximately $287 million in client assets and employs a team of ten advisors who implement client portfolios through a combination of in-house strategies and third-party sub-advisers.

Eduardo Campos is a Series 65-licensed financial advisor with Stonewater Wealth Management, Inc. in Corpus Christi, TX. He has five years of industry experience and has been with Stonewater Wealth Management since 2019. Stonewater Wealth Management serves individual and high-net-worth clients, as well as banks and pension and profit-sharing plans, offering discretionary and non-discretionary portfolio management along with hourly financial planning. The firm develops customized Investment Policy Statements and employs a range of investment vehicles while utilizing fundamental, technical, and charting analysis to guide portfolio management.

Ryan Hatton is a financial advisor at Stonewater Wealth Management, Inc. in Corpus Christi, TX, holding a Series 65 designation with 12 years of industry experience. He has been with Stonewater Wealth Management since 2018 and has prior experience with Nylife Securities LLC and New York Life Insurance Company. Outside of advisory work, he is involved in insurance brokering and the sales and service of fixed insurance products for outside carriers. Stonewater Wealth Management serves individuals, high-net-worth clients, banks, and pension and profit-sharing plans, offering discretionary and non-discretionary portfolio management along with hourly financial planning. The firm creates personalized Investment Policy Statements and employs a range of investment vehicles, combining fundamental and technical analysis to guide trading and options strategies.

Hayden Clish is a financial advisor at Larson Financial Group, LLC with a Series 66 designation and one year of industry experience. His prior roles include positions at Gold Edge Federal, fullcircleHR, and the University of Maryland School of Architecture. Larson Financial Group, LLC provides financial planning, portfolio management, and retirement-plan consulting to individuals, trusts, corporations, nonprofits, and pension plans, with a focus on doctors and related businesses. The firm uses a combination of model portfolios and custom discretionary programs employing both strategic and tactical approaches, and it incorporates AI-assisted tools alongside human review in its advisory process.

Steven King is a financial advisor with TCFG Investment Advisors, LLC in Corpus Christi, TX, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at Edward Jones and Bank of America/Merrill Lynch. Outside of financial advising, he owns an e-commerce business and works as an Uber driver. TCFG Investment Advisors, LLC manages approximately $639 million in client assets through a team of 29 advisors. The firm serves individuals, profit-sharing plans, charities, and businesses, offering portfolio management, financial planning, and consulting with a variety of investment strategies.

Sandra Aguilar is a financial advisor at MissionSquare Retirement with 24 years of industry experience. She holds Series 63 and Series 65 credentials and has been with ICMA Retirement Corporation since 2001. MissionSquare Retirement serves state and local government employers, their employees, and certain nonprofit entities by administering deferred compensation and qualified retirement plans, offering plan administration, recordkeeping, education, and Guided Pathways Advisory Services. The firm’s investment advice and model portfolios are developed by Morningstar Investment Management and are delivered through multiple channels, supporting over 40,000 participants with an integrated multi-team structure.

Joseph Pazera is a Certified Financial Planner® with 12 years of experience in the financial services industry. He has worked at Geneos Wealth Management, Inc. since 2014 and also operates under Pazera Capital Management. Geneos Wealth Management serves a diverse client base, including individuals, trusts, pension plans, corporations, and charitable organizations, offering financial planning, investment advisory, and brokerage services. The firm employs a range of investment strategies and analytic approaches, combining discretionary trading with continuous account monitoring.

Michael Pazera is a CFP® with 20 years of industry experience, currently serving at Geneos Wealth Management, Inc. and Pazera Capital Management Inc., both since 2008. He is a board member of the Southlake Community Enhancement and Development Corp and a partner in Slump Buster Collectables. Geneos Wealth Management serves a diverse client base including individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, investment advisory, and brokerage services, employing a range of analytic strategies and discretionary trading authority to manage assets through customizable portfolios and third-party money manager referrals.