Deandris Watts is a financial advisor at Vesica Wealth Acquisition in McAllen, TX. He holds Series 63 and Series 66 licenses and has two years of industry experience, including roles at MML Investors Services LLC and Mass Mutual Life Insurance Company. His background also includes five years with Marksman Shipping. Watts is involved in developing a fintech application as an outside business activity. Vesica Wealth Acquisition provides non-discretionary investment advisory services and financial planning to individuals, families, and small business owners. The firm’s approach centers on fundamental analysis and long-term asset allocation, offering a mix of hourly planning, subscription trade alerts, and portfolio guidance while allowing clients to retain decision authority.

Rolando Perez Jr. is the sole advisor at Animus Wealth Management, LLC, based in McAllen, TX. He holds Series 63 and Series 66 designations and has 10 years of industry experience. His background includes roles at New York Life Insurance Company, NYLIFE Securities, and Eagle Strategies, among others. Outside of advising, he is involved as a managing member of REA General Contractors LLC and serves as an officer of Percisne Consulting LLC, which consults in the small-scale manufacturing textile industry. Animus Wealth Management serves individuals, nonprofit organizations, retirement plans, and corporate clients. The firm employs fundamental analysis and modern portfolio theory to build diversified portfolios and manages approximately $12 million on a non-discretionary basis while also monitoring third-party money managers.

Sergio Garcia is a financial advisor at Endurance Financial Planning, LLC with nine years of industry experience. He holds a Series 65 designation and has held roles at Whitewing Financial Consulting LLC, Interactive Tax Planning LLC, and Tranquility Financial Planning, LLC. Garcia is also a Clinical Associate Professor at The University of Texas - Rio Grande Valley and provides econometric consulting and expert witness testimony through Whitewing Analytics. Endurance Financial Planning serves individual clients, including high-net-worth households, pension and profit-sharing plans, charities, and businesses. The firm uses a primarily passive investment approach with portfolios built from index mutual funds and ETFs, offering discretionary wealth management and comprehensive financial planning tailored to clients’ financial situations and risk tolerances.

Rosa Ybarra is a CFP® with 13 years of industry experience, currently serving at Endurance Financial Planning, LLC. She manages financial planning and wealth advisory services and also owns Interactive Tax Planning, LLC, where she provides tax return preparation and personal tax advice. Ybarra previously worked with the Hidalgo County Appraisal District and other financial firms. Endurance Financial Planning serves individuals, high-net-worth households, and institutional clients through discretionary wealth management, comprehensive financial planning, and ERISA retirement plan consulting. The firm uses a primarily passive investment strategy focused on index funds and ETFs, tailoring plans to clients’ financial situations and risk tolerances.

Jose Cadena is a financial advisor at Endurance Financial Planning, LLC in McAllen, TX, holding a Series 65 designation with four years of industry experience. He has worked at Endurance Financial Planning since 2021 and has prior experience at Rio Grande Regional Hospital, South Texas Health Systems, and DHR Health. Endurance Financial Planning serves individual clients, including high-net-worth households, as well as pension and profit-sharing plans, charities, and businesses. The firm primarily employs a passive investment approach using index mutual funds and ETFs, offering discretionary wealth management alongside comprehensive financial planning and ERISA retirement plan consulting.

Rafael Jimenez Padron is a financial advisor at Idylian Capital with a Series 65 designation and five years of industry experience. He previously worked at the Central Bank of Mexico for four years and operates as an independent consultant specializing in quantitative financial solutions. Idylian Capital is a small registered investment adviser providing discretionary asset and portfolio management for individuals, high-net-worth clients, family offices, LLCs, and pooled investment vehicles. The firm employs a modern portfolio theory-based approach, utilizing long- and short-term strategies tailored to clients’ financial situations and risk tolerances.

Antonio Silva Murillo is a financial advisor at Idylian Capital with a Series 65 designation and five years of industry experience. Prior to joining Idylian Capital in 2021, he worked at Morningstar Investment Management, London Business School, and the Central Bank of Mexico. Outside of his advisory role, he is also a self-employed owner of rental property in Mexico. Idylian Capital is a small registered investment adviser that manages discretionary portfolios for individuals, high-net-worth clients, family offices, LLCs, and pooled investment vehicles. The firm employs a mix of long- and short-term strategies based on modern portfolio theory and offers ongoing supervisory services with periodic reviews and quarterly reporting.

Philip Lee is a financial advisor at Inspire Wealth Advisory LLC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Brookwood Investment Group and CAS Wealth Strategies LLC. In addition to his advisory work, Lee provides income tax planning and business consulting services through DBL Tax Design LLC. Inspire Wealth Advisory LLC offers discretionary asset management, financial planning, and limited-scope ERISA 3(21) services to individuals, trusts, business owners, and retirement plans. The firm employs third-party managers and the UX Wealth platform to implement tailored investment strategies.

Jesús Longoria is a CFP® with 23 years of experience in the financial industry, currently serving at Amicus Financial Advisors, LLC since 2005. He is also a partner and project manager at Iconic Design Studio, LLC, where he manages interior design and remodeling projects. Amicus Financial Advisors, LLC provides comprehensive financial planning and investment advisory services to a wide range of clients, including high-net-worth individuals, trusts, and corporations. The firm employs a multi-cap, multi-style investment approach that integrates active and passive strategies and offers various affiliated services, including settlement planning and trust company referrals.

Cordero Lopez is a financial advisor at Arkadios Wealth Advisors with one year of industry experience. He holds a Series 65 designation and previously worked at Texas Regional Bank and Interstate Battery System of the Rio Grande Valley. Arkadios Wealth Advisors is a multi-team SEC-registered firm serving individuals, trusts, businesses, corporations, and retirement plans. The firm provides customized investment plans implemented through various managed accounts and combines fundamental, technical, and cyclical analysis in its approach.

Edgar Salinas is a CFP® with 14 years of experience in the financial industry. He is currently with Perigon Wealth Management, LLC and has been involved with Fair Capital, Inc., a financial software development company, since 2018. Prior to that, he worked at EHS Software. Perigon Wealth Management offers customized investment advisory and wealth management services to a diverse client base, including individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and banking or thrift institutions. The firm emphasizes individualized portfolio construction aligned with clients' goals and risk tolerance, and is notable for its servicing of banking and thrift institutions, as well as its management of wrap and sub-advisor programs.

Desiree Longoria is a financial advisor at Dynamic with six years of industry experience. She holds a Series 65 designation and has worked at Dynamic Wealth Advisors since 2020. Prior to her advisory role, she spent seven years working at Ruben Hinojosa Elementary School. Outside of advising, she is an independent life and health insurance agent. Dynamic serves a diverse range of clients including individuals, trusts, charitable organizations, and businesses, offering portfolio management, financial planning, and retirement services. The firm emphasizes a long-term, client-specific investment approach and provides extensive support to other advisers through technology, compliance, and sub-advisory services.

Enrique Lopez is a financial advisor at Arkadios Wealth Advisors with 28 years of industry experience. He held prior roles at Lone Star National Bank and LPL Financial before joining Arkadios in 2018. Outside of his advisory work, he is involved in a family-owned battery distribution business, Lopez Brothers Distribution, LLC. Arkadios Wealth Advisors serves individuals, trusts, businesses, and retirement plans by offering customized investment and wealth management solutions, including advisor-managed accounts, third-party money manager access, and financial planning. The firm utilizes a combination of fundamental, technical, and cyclical analysis, supported by an internal portfolio team, to manage discretionary accounts and provide a range of advisory services.

Sean Romero is a financial advisor at Ausdal Financial Partners, Inc. with five years of industry experience. He holds Series 65 and Series 63 licenses and has worked previously at Intervest International Equities Corp, TCG Advisory Services LLC, and as a self-employed advisor. Outside of his advisory role, he owns and operates Farley Financial, an insurance agency specializing in fixed insurance sales. Ausdal Financial Partners serves individuals, trusts, estates, retirement plans, and business entities, managing approximately $3.73 billion for over 16,000 clients. The firm offers a wide range of advisory and financial planning services, tailoring investment strategies to each client’s objectives and risk tolerance through a multi-custodian platform and integration of third-party managers.

Frank Ulloa is a financial advisor at Mutual of Omaha Investor Services, Inc. with two years of industry experience. He holds Series 63 and Series 65 licenses and has a background that includes roles at Mutual of Omaha Insurance Company and as an Independent Insurance Agent. Outside of his advisory work, he is involved in insurance sales and partners in a property management business. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning and managed account programs primarily through a platform relationship with Envestnet. The firm operates alongside broker-dealer and insurance businesses within the Mutual of Omaha group and offers a range of investment and advisory solutions.

Marco Hernandez is a financial advisor at Simplicity Wealth with 32 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Money Concepts Capital Corp for 22 years. Hernandez serves on the board of directors for Valley Federal Credit Union and is co-owner of Aquaflora on Evelyn, a business involved in greenhouse operations. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, and other financial firms. The firm employs a fund-of-funds investment approach using ETFs, mutual funds, and individual securities, offering model portfolios monitored and rebalanced regularly alongside services such as tax optimization and customized investment screening.

Jose Longoria Jr. is a financial advisor with Dynamic, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He worked at Oxford Asset Management, LLC for 12 years before joining Dynamic Wealth Advisors in 2018. Outside of advising, his family owns and operates a cattle ranch. Dynamic serves a diverse client base including individuals, trusts, estates, charitable organizations, and other registered investment advisers. The firm emphasizes long-term, client-specific portfolio construction and supports other advisers through technology, compliance, and sub-advisory services.

Carlos Lopez is a financial advisor at Simplicity Wealth with eight years of industry experience. He holds a Series 65 designation and has worked at MAH Financial Services and Money Concepts Capital Corp, among other firms. In addition to his advisory role, he is an insurance agent specializing in selling annuities and life insurance. Simplicity Wealth serves a diverse client base including individual investors, retirement plans, corporate and institutional investors, and financial firms. The firm employs a fund-of-funds investment approach utilizing ETFs, mutual funds, and individual securities, while providing advisory and technology services such as a managed account platform and model portfolio management.

Adan Salazar is a financial advisor with Kovack Advisors, Inc. in McAllen, TX, holding a Series 66 license and 21 years of industry experience. He has worked at Kovack Advisors since 2014, following prior roles at LPL Financial, Edward Jones, and Wells Fargo Investments. Outside of advising, he is involved in several business ventures including partnerships in insurance services and ownership of a collectibles business focused on baseball cards and comic books. Kovack Advisors, Inc. is a multi-team registered investment adviser with approximately 260 advisors and over $6 billion in client assets. The firm serves a range of clients including individuals, pension plans, charitable organizations, and government entities, implementing portfolios through a combination of internally developed models and third-party managers supported by Envestnet technology.

Alvaro Prieto is a financial advisor with Sanctuary Advisors, LLC, holding a Series 66 designation and one year of industry experience. Prior to his current role, he held positions at Sanctuary Securities, Inc. and several oilfield services firms. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, trusts, estates, and charitable organizations. The firm supports independent investment adviser representatives with a range of portfolio management options and employs various analytical approaches, acting as a fiduciary under written agreements.