Benny Ynfante is a financial advisor at Rook Strategies Wealth Management, PLLC with eight years of industry experience. He has previously worked at Mutual of Omaha Investor Services and Mutual of Omaha Insurance Company. Ynfante holds Series 65 and Series 63 licenses and is also an insurance agent for Mutual of Omaha, specializing in life, health, and fixed annuities. Rook Strategies Wealth Management provides portfolio management, financial planning, and consulting services to individuals and businesses, including high-net-worth clients. The firm manages approximately $5 million in client assets and employs a combination of quantitative and fundamental portfolio construction methods, with a distinctive emphasis on non-discretionary client arrangements and oversight of held-away retirement accounts through the Pontera platform.

Charles Vanaman is a financial advisor with Empower Advisory Group and holds Series 63 and Series 66 licenses. He has seven years of industry experience, including roles at GWFS Equities, Inc. and Northwestern Mutual. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm delivers services through an integrated model tied to Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and annual rebalancing.

Michael Bowden is a financial advisor with VOYA Financial Advisors, Inc., holding a Series 66 designation and 28 years of industry experience. He has worked at VOYA Financial Advisors since 2014 and has been associated with Glaser Financial since 2000, where he engages in marketing securities and insurance products. VOYA Financial Advisors, Inc. serves a diverse clientele including individuals, institutions, retirement plan sponsors, and charitable organizations, offering financial planning, portfolio management, and consulting services through multiple program structures that emphasize non-discretionary recommendations.

Richard Glaser is a financial advisor with VOYA Financial Advisors, Inc. He holds a Series 63 designation and has 40 years of industry experience. He has been with VOYA since 2014 and also owns and operates The Whitetail Hunting Lodge, a local hunting guide business. Glaser is involved in insurance and financial services through his independent agency, Glaser Financial Services. VOYA Financial Advisors, Inc. serves a diverse range of clients, including individual investors, retirement plan sponsors, charitable organizations, and high-net-worth individuals. The firm offers comprehensive financial planning, portfolio management, and access to third-party money managers, with a focus on recommendation-based, non-discretionary advisory relationships.

Hector Mendoza Martinez is a CFA® charterholder and holds a Series 66 license with one year of industry experience. He has been with Edward Jones since 2025 and previously worked at Deloitte Tax LLP for 13 years. 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 strategies, supported by a large network of financial advisors and branch offices, and provides services under a fiduciary standard.

Joseph Richter is a financial advisor at Edward Jones in Corpus Christi, TX with 18 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2007. 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 strategies, supported by a large network of financial advisors and branch offices, and manages approximately $1.01 trillion in assets under management.

Ashley Brown is a financial advisor with Edward Jones in Corpus Christi, TX, holding a Series 66 designation and five years of industry experience. Prior to joining Edward Jones in 2020, she worked at Ironwood Finance, American Income Life Insurance, and was an independent consultant for Rodan + Fields. She assists with administrative tasks for a construction business owned by her husband. 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, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,000 financial advisors.

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.

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.

Miles Holcomb is a financial advisor at Edward Jones in Corpus Christi, TX, holding a Series 66 designation with nine years of industry experience. He has been with Edward Jones since 2017 and previously worked at Culhane Premier Properties. 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 discretionary and non-discretionary investment strategies, tax-efficient services, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Thomas Rote is a financial advisor with Edward Jones in Corpus Christi, TX, holding a Series 66 credential and 11 years of industry experience. He has been with Edward Jones since 2014. Outside of his advisory role, he serves as president of Rote Enterprises LLC, an investment company focused on acquiring a restaurant or similar business. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension and profit-sharing plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a large network of advisors and branch offices, offering a range of discretionary and non-discretionary investment strategies under a fiduciary standard.