Scott Jackson Marwil

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.

Joseph Mc Mahan is the sole advisor at JMcMahan, LLC, an independent firm based in College Station, TX. He holds a Series 65 designation and has experience in software engineering contracting as the founder and engineer of a separate software services business. His prior work includes roles at Gregory's, FujiFilm Diosynth Biotechnologies, UT Southwestern Medical Center, and Texas A&M University. JMcMahan, LLC provides discretionary asset management, performance-based fee investment programs, and financial planning services to individuals, high-net-worth individuals, and qualified clients. The firm’s investment approach combines dividend-producing equity positions with options strategies to manage risk, and it offers performance-based compensation only to clients meeting specific asset and net worth thresholds.

Brien Smith is a CFP® with 31 years of industry experience, currently serving at Traditions Wealth Advisors, LLC. in College Station, TX. He has worked with Traditions Wealth Management since 2004 and previously spent nine years at Carter Advisory Services, Inc. Outside of his advisory role, Smith is involved in financial stewardship education through Spirit Stewardship Ministries and manages assets for church, private, and nonprofit foundations with Spirit Fiduciary Partners. Traditions Wealth Advisors provides personalized financial planning and wealth management services to individuals, high net worth clients, trusts, estates, and small businesses. The firm emphasizes a collaborative, primarily non-discretionary investment approach using global diversification and institutional mutual funds and ETFs, with a focus on education and nonprofit support.

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® professional with 24 years of industry experience, currently serving at Traditions Wealth Advisors, LLC since 2014. His prior experience includes roles at Paragon Virtues, LLC, Carter Advisory Services, Inc., and Raymond James Financial Services, Inc. Woolverton holds the Series 66 designation. Traditions Wealth Advisors specializes in personalized financial planning, wealth management, and customized investment management for individuals, high net worth clients, trusts, estates, and small businesses. The firm emphasizes a collaborative, primarily non-discretionary investment approach with strategic global diversification and offers various engagement models including ongoing and project-based services.