Julia N Copeland

Jonathan Bos is the principal of Jon Bos Financial Advisor LLC in Abilene, TX, with 25 years of experience in financial advising. He holds the CFP® designation along with Series 63 and Series 65 licenses. In addition to his advisory work, Bos operates several business ventures including bookkeeping, insurance sales, and retail online sales. His firm provides portfolio management for individual and high-net-worth clients, as well as consulting services for pension and employee benefit plans. The firm employs a disciplined investment approach combining fundamental, quantitative, and technical analysis, and manages over 400 client accounts using Schwab Institutional custody.

CPA and CFP by training, Servant by inclination. Serving people who are hurting has always been my natural instinct, and God-given gift. However, it was during my period of intense grief that my calling crystalized. Simply Human Advisors was built to serve those who are grieving.

Brendan Messenger is a CFP® and ChFC® with 18 years of industry experience. He is the sole advisor at Koda Wealth Management, where he has worked since 2023. Prior to this, he spent eight years with Commonwealth Financial Network. Outside of financial advising, he is a 25% owner and administrator of Elevate Performance and Fitness LLC, a fitness gym. Koda Wealth Management serves individual and high-net-worth clients by providing portfolio management and financial planning. The firm employs a long-term investment approach that incorporates both fundamental and technical analysis and includes strategies such as margin and options trading.

Paul Schnitman is a financial advisor at Plan Ahead Financial Management, Inc. with 20 years of industry experience. He holds the ChFC® designation and Series 63 license. Schnitman has been with Plan Ahead Financial Management, including its predecessor entity, since 1992. Plan Ahead Financial Management serves individual and high-net-worth clients as well as pension and profit-sharing plans, offering discretionary asset management and financial consulting across a range of strategies. The firm emphasizes tailored portfolio construction using equities, fixed income, mutual funds, ETFs, options, and employs Bloomberg-sourced analysis along with conservative option strategies.

Gregory Oglesby is a Series 65-licensed financial advisor with William Madison Advisors, Inc. in Abilene, TX, where he has worked since 2019. He has six years of industry experience, including five years at Abilene Christian University prior to joining his current firm. William Madison Advisors is a fee-only registered investment adviser providing discretionary investment management, consultation, and financial planning to a diverse client base including individuals, pension plans, trusts, and charitable organizations. The firm emphasizes customized investment policy statements and long-term asset allocation, managing approximately $498 million in client assets across nearly 500 relationships.

Rachel Evans is a CFP® professional with five years of experience at William Madison Advisors, Inc. Prior to joining William Madison Advisors, she worked at Condley & Company and KPMG. William Madison Advisors serves individuals, trusts, retirement plans, foundations, and other institutions with fee-only investment management, financial planning, and investment consultation. The firm emphasizes long-term asset allocation guided by a written Investment Policy Statement and an integrated financial planning process, supported by third-party research and an internal investment committee.