Rosa Ybarra

Marc Ortega is a financial advisor at MDO Financial Planning, LLC in Edinburg, TX, holding a Series 65 designation with three years of industry experience. He has worked at MDO Financial Planning since 2022 and has been employed by Edinburg CISD since 2010. Ortega is also a licensed insurance agent. MDO Financial Planning is an independent, single-advisor registered investment adviser serving primarily individual clients with discretionary portfolio management and written financial planning. The firm employs a long-term trading strategy using various analytic methods and requires clients to custody assets with Altruist.

Rolando Perez is a financial advisor with Animus Wealth Management, LLC, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. His background includes roles at New York Life Insurance Company and NYLife Securities LLC, as well as managing member responsibilities at REA General Contractors LLC and consulting in the textile manufacturing sector through Percisne Consulting LLC. Animus Wealth Management, LLC is a single-advisor registered investment adviser providing asset management, financial planning, and retirement-plan consulting to a diverse client base that includes individuals, high-net-worth clients, nonprofits, pension and profit-sharing plans, governmental entities, other RIAs, and businesses. The firm employs fundamental analysis and modern portfolio theory, offering tailored investment policy statements, ongoing supervision, and may recommend third-party money managers, with a notable focus on retirement-plan fiduciary services.

Justin Krider is the principal of Normaltown Financial LLC in McAllen, TX, holding a Series 65 designation with one year of experience in financial advising. Prior to founding Normaltown Financial, he spent 21 years with the Federal Bureau of Investigation. In addition to his advisory role, he manages Krider Property Holdings LLC, an entity focused on estate investments. Normaltown Financial LLC provides discretionary and non-discretionary investment management, wealth management, and financial planning services. The firm employs a primarily long-term investment approach using a combination of fundamental, technical, cyclical, and charting analysis and offers standalone financial planning as well as insurance products through its licensed agency affiliation.

James Reyna is a financial advisor with Walter J. Reyna, Inc. in McAllen, TX, holding Series 63 and Series 65 licenses and 27 years of industry experience. He has worked at J.W. Cole Financial, Inc., Walter J. Reyna, Inc., Lincoln Financial Securities Corp., and Renya Financial. Outside of advisory work, he is a partner at Efraim James, LLC, a real estate development business where he manages accounting and materials selection. Walter J. Reyna, Inc. provides discretionary and non-discretionary investment management, financial planning, and pension consulting to individuals, high-net-worth clients, trusts, and retirement plans. The firm employs a fundamentally driven, risk-focused investment approach using primarily exchange-traded funds and offers ongoing portfolio monitoring and advisory services.

Sergio Garcia is a financial advisor at Endurance Financial Planning, LLC with nine years of industry experience. He holds a Series 65 credential and has worked at several firms including Whitewing Financial Consulting LLC and Interactive Tax Planning LLC. Garcia is also a Clinical Associate Professor at The University of Texas - Rio Grande Valley. Endurance Financial Planning serves individuals, including high-net-worth clients, ERISA plans, charitable organizations, and businesses. The firm primarily follows a passive investment approach using diversified portfolios of index mutual funds and ETFs, offering discretionary wealth management and comprehensive financial planning services.

John Lackey is a CFP® professional with 25 years of experience, currently affiliated with LPL Financial. His career includes roles at Summit Financial Group, VSR Advisory Services, and operating Lackey Financial Management since 2006. Outside of his advisory work, he is involved in several business ventures including ownership of property and casualty insurance and management of agricultural and commercial enterprises. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a wide range of financial planning and investment solutions supported by an in-house research team and a broad network of investment adviser representatives.