Jonathan Kyle Lusk

Paul Clark is a CFP® and ChFC® with 26 years of industry experience. He is affiliated with Fairbanks Financial Wealth Management in Brenham, TX, and has been with MitchellClark & Company since 1976. Fairbanks Financial Wealth Management advises individuals, corporate pension and profit-sharing plans, trusts, estates, charitable institutions, and business entities on investment management and comprehensive financial planning. The firm employs a multi-manager, multi-style approach and integrates tax, insurance, and employee-benefit planning alongside investment advice.

Katherine Chatmon is a financial advisor with Fairbanks Financial Wealth Management in Brenham, TX, holding a Series 65 designation and one year of industry experience. Her prior work includes roles in education and nonprofit organizations such as Alabama Clinical Schools and Youth Villages. Fairbanks Financial Wealth Management serves individuals, including high-net-worth clients, as well as corporate pension plans, trusts, and charitable institutions, providing investment management and comprehensive financial planning. The firm emphasizes portfolio manager selection, asset allocation, and integrates tax, estate, and employee-benefit planning into its advisory services.

Ellis Regini is a financial advisor at Blackridge Asset Management, LLC with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Regal Investment Advisors, LLC, Regulus Financial Group, LLC, and Next Financial Group Inc. He has also operated Ellis and Sandra Regini, LLC since 2013. Blackridge Asset Management provides financial planning, investment management, and consulting services to individuals, high-net-worth clients, trusts, estates, corporations, retirement plans, and charitable organizations. The firm offers tailored portfolio management, access to model portfolios and third-party managers, and places most client accounts on an affiliated turnkey asset management platform operated by truEdge.

Brooke Huckert is a Series 65 licensed financial advisor with seven years of industry experience. She currently works at Virtue Capital Management, LLC and has prior experience with Lifestyle Asset Management, Inc. and VDR Financial. Outside of advisory services, Huckert is a sales associate and insurance agent with VanDyke Rankin Financial Services. Virtue Capital Management, LLC serves a diverse client base including individuals, trusts, estates, and charitable organizations, offering portfolio management, financial planning, and consulting. The firm employs a multi-team model and uses a combination of tactical, strategic, and dynamic investment approaches.

Janice Lavin is a financial advisor at Blackridge Asset Management, LLC with 33 years of industry experience. She holds the Series 63 and Series 65 designations and has previously worked at firms including Next Financial Group Inc. and Abshier Webb Donnelly & Baker, Inc. Blackridge Asset Management provides financial planning, investment management, and related consulting through a network of investment adviser representatives serving individuals, high-net-worth clients, trusts, estates, corporations, retirement plans, and charitable organizations. The firm utilizes a combination of fundamental, technical, and charting analysis to offer tailored portfolio management, with access to model portfolios and third-party managers.

James Pheney is a financial advisor at NewEdge Advisors with 37 years of industry experience. He holds a Series 63 designation and has worked at multiple firms, including Williams Financial Group and Mid Atlantic Financial Management. Pheney is also CEO and co-owner of Plum Creek Investment Services Inc., an investment-related business focused on wealth management. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a broad network of independent advisers. The firm offers diverse portfolio management and consulting services, combining in-house manager selection with third-party models and utilizes technology tools and centralized due diligence for ongoing monitoring.