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.

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.

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 and has prior work experience in insurance and the arts. Outside of advisory services, he is also licensed as an insurance agent, focusing on life, health, annuity, disability, and long-term care insurance. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans. The firm offers various managed account programs and retirement plan consulting, operating alongside broker-dealer and insurance businesses within the Mutual of Omaha group.

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.

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.

John Nabergall II is a financial advisor at Independent Financial Group, LLC with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at firms including Wunderlich Securities, Inc., Ameriprise Financial Services, Inc., FSC Securities Corporation, and OSAIC. He is also an officer and director of Naberhood Financial Services, a marketing DBA related to investment services. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser offering brokerage, portfolio management, financial planning, and retirement plan services to individuals, charities, corporations, and plan sponsors. The firm manages approximately $11.3 billion in regulatory assets and distributes advisory services through a national network of Investment Adviser Representatives using multiple program options and third-party managers.

Ashton Schumacher is a financial advisor at Citigroup Global Markets with five years of industry experience. He holds a Series 66 designation and has worked at Citi Private Bank since 2019. Prior to this, he was involved with Mary's Blue Door and pursued education at the University of Southern California Marshall School of Business. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs and broker-dealer execution services. The firm employs multi-asset, multi-manager strategies and maintains large institutional capabilities alongside unique market roles such as swap dealing and futures commission merchant services.

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 with Voya Financial Advisors, Inc. in Corpus Christi, TX, holding a Series 66 designation and 28 years of industry experience. He has worked at Glaser Financial since 2000, where he is involved in marketing securities and insurance products in an independent agent capacity, alongside his role at Voya since 2014. Voya Financial Advisors, Inc. serves a diverse client base including individuals, institutions, and retirement plan sponsors, offering services such as financial planning, portfolio management, and plan-sponsor consulting through various program structures with an emphasis on non-discretionary advice.

Richard Glaser is a financial advisor with Voya Financial Advisors, Inc. in Corpus Christi, TX, holding a Series 63 license and more than 40 years of industry experience. He has been with Voya Financial Advisors since 2014 and also owns and operates The Whitetail Hunting Lodge, which has been in business since 1995. In addition to his advisory work, he is involved in insurance and financial services through Glaser Financial Services. Voya Financial Advisors, Inc. serves a diverse client base that includes individual and institutional clients such as retirement plan sponsors, charitable organizations, and high-net-worth individuals. The firm offers multiple advisory programs ranging from financial planning and portfolio management to third-party money manager access, with a notable emphasis on non-discretionary, recommendation-based client relationships.

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 and holds Series 63 and Series 65 licenses. He has 15 years of industry experience, including prior roles at Cetera and 12 years of government service. Outside of his advisory work, Sloan serves as a board member for Heart of Texas Goodwill and is the sole owner of a local ride-share business. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser serving individuals, charities, corporations, and plan sponsors. The firm offers a range of advisory programs through its AccessPoint platform and third-party asset managers, managing approximately $11.3 billion in regulatory assets.

Stefany Schade is a financial advisor with Independent Financial Group, LLC, holding a Series 66 designation and 19 years of industry experience. She previously worked at Cetera Advisor Networks LLC and Girard Securities, Inc., and is the owner of Toroso Financial Group, a business entity involved in investment activities. Schade is also involved in community activities, serving as a Director Emeritus for Goodwill Industries of South Texas and volunteering with the Junior League of Corpus Christi, where she will serve as Treasurer-Elect and Treasurer. Independent Financial Group is a large integrated advisory and brokerage firm serving individuals, trusts, corporations, and plan sponsors. The firm offers investment advisory programs, financial planning, and retirement plan services through various platforms, employing both proprietary and third-party investment models tailored to clients’ risk profiles.

Mark Militello is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His prior roles include positions at Cetera Advisor Networks LLC and Girard Securities. Militello is also the managing member and owner of Militello Wealth Management LLC, a business entity used for tax and investment purposes. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser serving individuals, charities, corporations, and plan sponsors. The firm offers brokerage, portfolio management, financial planning, and retirement plan services through a national network of Investment Adviser Representatives, utilizing multiple advisory programs and third-party asset managers.

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.

Richard Dwinell is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. His prior experience includes more than a decade at Cetera and Cetera Advisors LLC. He serves as a volunteer board member on the City of Harker Heights Public Safety Commission and advises on police department training through the Police Department’s Training Advisory Board. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser serving individuals, charities, corporations, and plan sponsors. The firm offers a range of advisory programs through its AccessPoint platform and third-party asset managers, managing approximately $11.3 billion in regulatory assets with both discretionary and non-discretionary account options.