Joseph David Mc Mahan

I started my investing journey in the early 2000’s during the dotcom bubble, so I have been through multiple market cycles. I began my professional career in financial services as an equity analyst for a boutique hedge fund, and after business school, I spent eight years with Vanguard, which is where my career as a wealth manager and financial planner began. I have clients all over the country with whom I work remotely, including many working for startups and in the tech industry, so I have a lot of experience planning for and advising on equity compensation. I have been married to my lovely wife, Erin, since 2009, and we have three children who keep me busy outside of work; I am passionate about raising them to be well-rounded, curious and thoughtful individuals who prize character and integrity above all else. I love the outdoors and exploring new places, learning new things and experiencing new cultures.

George McWhorter is a financial advisor at McWhorter Capital Investments in College Station, TX, with 17 years of industry experience. He holds a Series 63 designation and has worked at Nalico Equity Corporation since 2001. Beyond his advisory role, he serves as Senior Director at Texas A&M AgriLife Research, The Borlaug Institute for International Agriculture, where he manages adult education training grants and develops program content. McWhorter Capital Investments provides portfolio management and investment advisory services to individuals, qualified retirement plans, and trust accounts, primarily using mutual funds and exchange-traded funds. The firm combines technical and fundamental analysis under a Prudent Man suitability standard and implements practices including limited custody authority and protective measures for senior clients.

Sarah Borgonah is a financial advisor with Steward Inc. in Bryan, TX, holding a Series 65 designation and one year of industry experience. Her prior roles include positions at Watercolor Financial, The Sum, Northwestern Mutual, and Texas A&M. Steward Inc. serves individual clients and families by providing integrated wealth advisory services that combine discretionary investment management with advanced financial planning. The firm emphasizes strategic asset allocation and diversification based on Modern Portfolio Theory, using mutual funds and ETFs to create tailored portfolios with ongoing supervision.

Brien Smith is a CFP® professional with 30 years of industry experience, currently serving as the sole advisor at Traditions Wealth Advisors, LLC. He has led Traditions Wealth Management since 2004. In addition to his advisory role, Smith owns Spirit Fiduciary Partners, managing assets for church, private, and nonprofit foundations, and Spirit Stewardship Ministries, where he provides financial stewardship education primarily through church congregations. Traditions Wealth Advisors offers personalized financial planning and wealth management services to individuals, high-net-worth clients, trusts, estates, and small businesses. The firm uses a strategic core-and-satellite asset allocation approach with a consultative, primarily non-discretionary management style, and supports client education through published materials and outreach programs.

John Bohnsack is a CFP® and Series 66-registered financial advisor with eight years of industry experience. He has worked at Integrated Planning & Wealth Management, LLC since 2021 and previously spent ten years at Briaud Financial Advisors. He also serves as a part-time lecturer at Texas A&M University, teaching an undergraduate course on the fundamentals of investments. Integrated Planning & Wealth Management manages approximately $80.4 million for around 133 clients, including individuals, high-net-worth clients, pension and profit-sharing plans, and small businesses. The firm specializes in serving optometric private practice owners and employs a diversified, risk-based investment approach incorporating Modern Portfolio Theory and fundamental analysis.

Noel Woolverton III is a CFP® with 24 years of industry experience, currently serving at Traditions Wealth Advisors, LLC where he has worked since 2014. He also has a concurrent role with Paragon Virtues, LLC dating back to 2009. Traditions Wealth Advisors serves individual clients, including high net worth individuals, as well as trusts, estates, and small businesses, providing comprehensive financial planning, wealth management, and customized investment management. The firm emphasizes a strategic asset allocation approach using no-load institutional mutual funds and ETFs, and is noted for its educational periodicals, workshops, and affiliated entities supporting financial literacy and pro bono endowment advising.