Corpus Christi, TX Office

Jason Ledsworth is a financial advisor at Planmember Securities Corporation with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has been associated with Planmember since 2015. In addition to his role at Planmember, he has been self-employed and involved with Elite Plus Financial & Retirement Services since 2004. Planmember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm employs a top-down strategic asset allocation framework and manages unitized, risk-based mutual fund portfolios, offering education and support services including personalized retirement planning and separation counseling.

Juan Salinas is a Series 65 licensed advisor with PlanMember Securities Corporation, based in Corpus Christi, TX, and has three years of industry experience. He previously worked for the Corpus Christi Independent School District for 15 years. Outside of PlanMember, Salinas is involved with Elite Plus Financial & Retirement Services, providing investment advisory and insurance product services. PlanMember Securities Corporation offers retirement-plan advisory services to employers and plan participants, serving as an ERISA Section 3(38) fiduciary for many plans. The firm employs a top-down strategic asset allocation approach and manages risk-based mutual fund portfolios ranging from conservative to aggressive.

Jimmy Freeman Jr. is a financial advisor with PlanMember Securities Corporation in Corpus Christi, TX, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He is also owner and president of Elite Plus Corporation, providing financial and retirement services including fixed annuities. Freeman has been self-employed since 1998 and has held various roles with Elite Plus Financial and PlanMember since 2006. PlanMember Securities Corporation offers retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm’s investment approach is based on strategic asset allocation and risk-based mutual fund portfolios, supported by participant education and service.

Trace Bucey is a financial advisor with PlanMember Securities Corporation in Corpus Christi, TX, holding Series 63 and Series 65 licenses and five years of industry experience. His prior work includes roles at DoorDash Inc., and several academic institutions. He is also self-employed through Elite Plus Financial and offers fixed indexed annuity sales and services independently. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans and offering participant-level investment options through managed, risk-based mutual fund portfolios. The firm supports plan sponsors and participants with education, personalized planning, and separation counseling, utilizing a strategic asset allocation framework and periodic portfolio rebalancing.

Clay Campbell is a financial advisor with PlanMember Securities Corporation in Corpus Christi, TX, holding Series 63 and Series 65 registrations and bringing 10 years of industry experience. He has been with PlanMember since 2016 and operates independently through Elite Plus Financial & Retirement Services and as an insurance agent. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm uses a strategic asset allocation framework to manage risk-based mutual fund portfolios and offers education, support, and personalized planning services to plan sponsors and participants.

Gina Evins is a financial advisor with PlanMember Securities Corporation, holding Series 63 and Series 65 licenses and bringing seven years of industry experience. She has operated her own insurance sales and services business since 2009 and also provides seasonal tax preparation services through Financial Matters Tax Service. PlanMember Securities Corporation offers retirement-plan advisory services to employers and plan participants, managing risk-based mutual fund portfolios through a strategic asset allocation process and providing education and support such as seminars and personalized planning.

Lisa Evans Dykes is a financial advisor with Planmember Securities Corporation based in Corpus Christi, TX. She holds the Series 63 and Series 65 designations and has 11 years of industry experience. Lisa operates Lisa's Financial Services Inc. and is involved with Elite Plus Financial, both of which focus on financial and insurance sales. Planmember Securities Corporation provides retirement-plan advisory services to employers and plan participants, offering fiduciary oversight and participant-level investment options. The firm employs a top-down strategic asset allocation framework and manages risk-based mutual fund portfolios spanning conservative to aggressive strategies.