Robert Shannon is a CFP® with 17 years of industry experience, currently serving as an advisor at Brazos Wealth Advisors LLC since 2022. Prior to this, he worked at SJK Financial Planning, L.L.C. for nine years and Texas American Insurers for ten years. He is also an independent insurance agent based in Iowa Park, TX. Brazos Wealth Advisors LLC manages discretionary assets for individuals, high-net-worth clients, trusts, and retirement plans, offering wealth management, financial planning, investment management, and retirement consulting. The firm uses fundamental and quantitative analysis alongside modern portfolio theory to create tailored portfolios and emphasizes comprehensive financial planning in areas including cash flow, taxes, and legacy.

Derek Dansby is a CFP® with 19 years of experience in the financial industry, currently serving as an advisor at Brazos Wealth Advisors LLC. He has previously worked at Dansby Wealth Management LLC, 360 Wealth Management, and LPL Financial. Outside of his advisory work, he serves on the board of the Boys and Girls Clubs of Wichita Falls and is involved in several family business ventures, including a cattle operation and a cookie business. Brazos Wealth Advisors LLC manages discretionary assets for individuals, high-net-worth clients, trusts, and retirement plans, providing wealth management, financial planning, and investment consulting. The firm utilizes both fundamental and quantitative analysis alongside modern portfolio theory to create tailored portfolios, coordinating with third-party professionals to implement financial planning recommendations.