Wayne Frank Penello

Robert Coakley is a Series 65-licensed advisor at Anova Management with three years of industry experience. He serves as CEO of Natured Ease, a company specializing in broad spectrum hemp CBD products, including tinctures and creams. His prior experience includes roles at The CBD Factories, Blutonic, Inc., and Coed Media Group LLC. Anova Management provides discretionary investment management to individuals, high-net-worth clients, and various entities, focusing on portfolio management using exchange-traded funds and a quantitative strategy called Efficient Market Portfolio Plus to manage risk and asset allocation.

Carl Christensen is a financial advisor at Avion Wealth with 19 years of industry experience. He has been with Avion Wealth, formerly Efficient Wealth Management, LLC, since 2014 and has a long-standing career that includes work with Continental Airlines starting in 1997. Avion Wealth serves individuals, trusts, charitable organizations, and business entities by providing discretionary portfolio management and comprehensive financial planning. The firm’s investment approach is based on long-term, buy-and-hold asset allocation guided by Modern Portfolio Theory, with portfolios customized to clients’ objectives and risk tolerance.

Preston Langhoff is a financial advisor at Thrivent Investment Management with two years of industry experience. He holds a Series 66 designation and has previous work experience at Kiewit and Texas State Technical College. Langhoff is also a partner in Langhoff Bro Properties LLC. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors, offering planning on a one-time or ongoing basis that covers a broad set of financial topics without implementation services. The firm focuses on holistic, goal-based analyses and allows clients to combine planning with managed-account programs under a consolidated billing option.

Teresa Moeller is a financial advisor with Edward Jones in Columbus, TX, holding a Series 66 designation and 14 years of industry experience. She has been with Edward Jones since 1998. Outside of her advisory role, she owns rental property. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies and affiliated investment products, supported by a large network of financial advisors and branch offices nationwide.

Burris Mc Ree is a Series 66 licensed financial advisor with Edward Jones, based in Columbus, TX, and has three years of industry experience. Prior to joining Edward Jones in 2022, he worked at Gulftex Properties from 2018 to 2022 and JLL from 2013 to 2018. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages over $1 trillion in assets and offers a range of investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

James Heger is a financial advisor at Edward Jones in Weimar, TX, holding a Series 66 designation with seven years of industry experience. Prior to joining Edward Jones in 2018, he worked at Hollas-Duncan Insurance Agency from 2014 to 2018. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and proprietary mutual funds, operating under a fiduciary standard.