Jonathan 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.

Brooke Huckert is a Series 65-licensed financial advisor at Virtue Capital Management, LLC with six years of industry experience. She previously worked at Lifestyle Asset Management, Inc. and has been associated with VDR Financial since 2014, where she also serves as a sales associate and insurance agent. Virtue Capital Management, LLC is an SEC-registered enterprise adviser managing approximately $1.2 billion in discretionary assets across about 90 advisers and more than 4,000 clients. The firm offers discretionary portfolio management, financial planning, third-party manager selection, ERISA consulting, and pre-retiree education, utilizing a model-driven approach with strategic and tactical strategies primarily through mutual funds and ETFs.

James Pheney is a financial advisor at NewEdge Advisors with 36 years of industry experience. He holds a Series 63 designation and has worked at firms including Mid Atlantic Financial Management, Mid Atlantic Capital Corporation, and Williams Financial Group. He is also CEO and co-owner of Plum Creek Investment Services Inc., a wealth management firm. NewEdge Advisors serves a diverse client base, including individuals, trusts, pension plans, corporations, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management through a wrap fee program that integrates asset management with financial planning and consulting.

Casey Henly is a financial advisor at Thrivent Investment Management with seven years of industry experience. He has worked with Thrivent since 2018 and previously worked at Producers Cooperative Association from 2015 to 2018. Henly serves on the City of Brenham Police Department Training Advisory Board and participates in staffing for local CrossFit competitions. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers goal-based planning across multiple financial topics without discretionary trading authority and combines planning with managed-account programs under a consolidated billing option.

Ryan Aschenbeck is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 65 credentials and 26 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Outside of his advisory role, he manages a cow-calf operation and serves as council chairman for St. Paul Lutheran Church of Shelby, in addition to participating on a committee focused on shared ministry among rural Lutheran churches. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning covering topics such as retirement, tax, estate, and business continuation, delivered without discretionary trading authority and with periodic reviews.