Gary Hannah is the principal advisor at GNH CHFC Advisory Services in Corpus Christi, TX, with 25 years of industry experience. He holds the ChFC® designation as well as Series 63 and 65 licenses and has been self-employed since 1985. He is also appointed with various life, accident, and health insurance companies. GNH CHFC Advisory Services operates as an independent firm that refers prospective clients to third-party registered investment advisers offering pooled vehicles and managed account programs. The firm does not manage client assets directly but provides client information and disclosures to support selection among multiple large institutional managers.

Benny Ynfante is a financial advisor at Rook Strategies Wealth Management, PLLC with eight years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Mutual of Omaha Investor Services and Mutual of Omaha Insurance Company. He is also a licensed 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 assets and utilizes a blend of quantitative and fundamental approaches, with a distinctive emphasis on non-discretionary client arrangements and integration of held-away retirement accounts through the Pontera platform.

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.

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.

Jon Skoruppa 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. Outside of advisory work, he is also an insurance agent specializing in life, health, annuity, disability, critical illness, fixed annuity, and long-term care insurance. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement plan consulting. The firm leverages platform relationships with Envestnet and Pershing to deliver managed solutions and typically recommends MOIS-approved model portfolios and third-party managers.

Steven King is a financial advisor at TCFG Investment Advisors, LLC with nine years of industry experience. He holds a Series 66 designation and has previously worked at Edward Jones, Bank of America/Merrill Lynch, and Keller Williams Realty. Outside of advising, he is involved in e-commerce as president of SMK Enterprises and works as an Uber driver in Corpus Christi, TX. TCFG Investment Advisors, LLC manages approximately $639 million in client assets and serves individuals, profit-sharing plans, charities, and businesses. The firm offers discretionary and non-discretionary portfolio management, financial planning, consulting, and access to third-party money managers, utilizing a variety of analytical methods and maintaining custodial relationships with major firms.

Sandra Aguilar is a financial advisor with MissionSquare Retirement in Corpus Christi, TX, holding Series 63 and Series 65 credentials and 25 years of industry experience. She has worked 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, providing plan administration, recordkeeping, education, and Guided Pathways Advisory Services delivered through multiple channels. The firm’s advisory approach includes model portfolios developed by Morningstar Investment Management and serves over 40,000 participants through a multi-team structure.

Charles Vanaman is a financial advisor with Empower Advisory Group in Robstown, TX, holding Series 63 and Series 66 licenses and seven years of industry experience. His prior roles include positions at GWFS Equities, Inc. since 2021 and multiple roles at Northwestern Mutual from 2018 to 2021. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, offering integrated services connected to Empower’s recordkeeping and administrative platforms. Their approach emphasizes long-term portfolio returns, annual rebalancing, and savings rates through point-in-time financial plans and optional managed account solutions.

John Nabergall II is a financial advisor at Independent Financial Group, LLC with 38 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at firms including Morgan Stanley, Wunderlich Securities, Ameriprise Financial Services, FSC Securities Corporation, and OSAIC. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and pension plans. The firm employs a combination of firm- and third-party investment models, offering portfolio management and financial planning through multiple platforms.

Cameron Coleman is a financial advisor with T. Rowe Price Advisory Services, Inc. He holds a Series 66 designation and has four years of industry experience. Prior to joining T. Rowe Price, he held positions at Voya, Valic Financial Advisors, and other firms. T. Rowe Price Advisory Services offers the Retirement Advisory Service, which provides individual investors and households with goals-based financial planning, retirement income planning, and discretionary investment management. The program uses model portfolios invested exclusively in T. Rowe Price mutual funds and ETFs, with a focus on tax-aware strategies and delivers financial plans through an interactive online tool.

Ashton Schumacher is a financial advisor at Citigroup Global Markets with six years of industry experience. He holds the Series 66 designation and has held multiple roles within Citi Private Bank since 2019. His prior experience includes work with Mary’s Blue Door and various engagements at the University of Southern California Marshall School of Business. Citigroup Global Markets serves individual and institutional clients across a range of wealth segments, offering multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs, supported by in-house research and extensive market roles.

Cynthia Middleton is a financial advisor at Empower Advisory Group with 21 years of industry experience. She holds the Series 66 designation and has previously worked with firms including Bank of America, Merrill, Prosperity Bank, Raymond James Financial Services, and Wells Fargo Clearing. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and retail brokerage account holders. The firm uses an integrated model connected to Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans along with optional managed account solutions.

Michael Bowden is a financial advisor at VOYA Financial Advisors, Inc. with 28 years of industry experience. He holds a Series 66 credential and has worked at VOYA Financial Advisors since 2014. Bowden also maintains a long-standing association with Glaser Financial, where he is involved in marketing securities and insurance products. VOYA Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer that serves individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers financial planning, portfolio management, unified managed account and wrap programs, and retirement-plan advisory services, utilizing a combination of in-house and third-party strategies supported by technology-enabled tools.

Richard Glaser is a Series 63-licensed financial advisor with VOYA Financial Advisors, Inc. in Corpus Christi, TX, bringing 40 years of industry experience. He has been with VOYA Financial Advisors since 2014 and previously worked at Voya Financial Partners, LLC. Outside of advising, he also owns and operates The Whitetail Hunting Lodge, a local hunting lodge. VOYA Financial Advisors, Inc. serves individuals, retirement plans, charitable organizations, and corporate clients through financial planning, portfolio management, and advisory services. The firm combines model portfolios and technology-enabled tools with both affiliated and unaffiliated investment products, offering primarily non-discretionary management alongside certain discretionary arrangements.

Anthony Juarez III is a financial advisor with Money Concepts Capital Corp who holds Series 63 and Series 65 licenses and has 27 years of industry experience. He has worked with Money Concepts Capital Corp since 1997 and has over 30 years of experience running Juarez & Co. In addition to his advisory role, he serves as an accountant in charge at Juarez Financial & Tax PC and is a junior board member at a nonprofit organization in San Antonio. Money Concepts Advisory Service provides investment advisory, financial planning, and consulting services to a diverse client base, including individuals, pension plans, trusts, and corporations. The firm manages approximately $4.07 billion in assets using model-driven and asset-allocation strategies, incorporating both discretionary and non-discretionary programs supported by third-party managers and technology platforms.

Nathan Sloan is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 licenses and 16 years of industry experience. His career includes positions at Cetera and Cetera ADVISORS LLC, as well as 12 years of prior government service. He serves as a board member for Heart of Texas Goodwill and is the sole owner of N & H Miles & Smilez LLC, a ride-share business. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and institutional investors. The firm delivers financial planning and portfolio management through multiple platforms, utilizing both proprietary and third-party models with a blend of active and passive investment strategies.

Stefany Schade is a financial advisor with Independent Financial Group, LLC in Corpus Christi, TX, holding a Series 66 designation and 19 years of industry experience. She has worked at firms including Cetera Advisor Networks LLC and Toroso Financial Group, where she is a 95% owner. Schade is a director emeritus of Goodwill Industries of South Texas and actively volunteers with the Junior League of Corpus Christi, serving in upcoming leadership roles. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and retirement plans. The firm offers financial planning and portfolio management using a range of platforms and third-party asset managers, combining strategic asset allocation with both passive and active investment strategies.

Mark Militello is a financial advisor with Independent Financial Group, LLC in Corpus Christi, TX, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His prior experience includes roles at Cetera Advisor Networks LLC, Girard Securities, and Next Financial Group, Inc. He is the managing member of Militello Wealth Management LLC, a business entity used for marketing and investment purposes. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, corporate and pension plans, and charitable organizations. The firm offers financial planning and portfolio management through various platforms and employs both firm- and third-party models to develop client strategies across standard risk profiles.

Aaron Alexander is a financial advisor at Money Concepts Capital Corp in Corpus Christi, TX, holding a Series 66 designation with four years of industry experience. Prior to joining Money Concepts in 2020, he spent several years engaged in full-time education. Money Concepts Advisory Service provides investment advisory, financial planning, and consulting services to a diverse client base, including individuals, pension plans, trusts, and corporations. The firm manages approximately $4.07 billion in client assets through a network of several hundred advisors and offers model-driven, asset-allocation approaches with both discretionary and non-discretionary programs.