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.

Anthony Zaccagnino is a financial advisor with Caldwell Investment Services LLC in Caldwell, TX. He holds the ChFC® designation and a Series 63 license, with 15 years of industry experience. Prior to his current role, he served 14 years at the U.S. State Department and has been retired from the department since 2020. He also works as a non-employee instructor with Management Concepts, Inc., providing financial and training classes for government and military entities. Caldwell Investment Services LLC offers portfolio management and financial planning to individuals, high-net-worth clients, and charitable organizations. The firm uses fundamental analysis and modern portfolio theory to guide asset allocation and investment selection, employing a range of strategies including long- and short-term trading and options.

Sarah Boothe is a Series 65-licensed financial advisor at Steward Inc. in Bryan, Texas, with one year of industry experience. Her prior roles include positions at The Sum, Northwestern Mutual, and Texas A&M. Steward Inc. offers integrated wealth advisory services combining discretionary investment management with comprehensive financial planning for individuals and families. The firm manages approximately $61 million across a small client base, focusing on diversified, long-term asset allocation primarily through mutual funds and ETFs, with portfolios managed on a discretionary basis.

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.

William Soltow is a financial advisor at Smith & Wyatt with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at CoreCap Advisors and Cambridge Investment Research. Outside of his advisory role, he is the founder of Frontier Wealth Management and works as an independent insurance agent with Goosehead Insurance. Smith & Wyatt serves individuals, including high-net-worth clients, and corporations, managing approximately $207 million for around 724 clients through a team of eight advisors. The firm offers financial planning, discretionary portfolio management, and estate-planning consulting, tailoring investment advice to clients’ objectives and risk tolerances primarily through mutual funds and ETFs.

Ryan Briggs is a financial advisor with Paragon Financial Advisors in College Station, TX. He holds a Series 65 designation and has three years of industry experience, including prior roles at RFG Advisory, LLC dba GFG Wealth Advisors. Outside of his advisory work, he serves as a tournament specialist for Titleist at charity golf events. Paragon Financial Advisors serves individual, high-net-worth, and institutional clients, offering discretionary portfolio management, financial planning, and retirement plan advisory services. The firm focuses on strategic asset allocation and long-term, diversified portfolios with ongoing monitoring and rebalancing.

Kristopher Hicks is a financial advisor at Paragon Financial Advisors with 10 years of industry experience. He holds Series 65 and Series 66 licenses and has previously worked at Dimensional Fund Advisors, First Eagle Investment Management, and Janus Henderson Investors. Paragon Financial Advisors serves individual, high-net-worth, and institutional clients, offering discretionary portfolio management, financial planning, and retirement plan advisory services. The firm focuses on strategic asset allocation and long-term diversified portfolios using a variety of investment vehicles and provides ongoing monitoring, rebalancing, and fiduciary services under ERISA/IRC rules.

Ronnie Craig is a financial advisor with Tdc Capital Advisors, Inc. in College Station, TX, holding a Series 65 designation and over 22 years of industry experience. He has worked with Tdc Capital Advisors since 2003 and has been associated with Thompson, Derrig & Craig since 1994. Tdc Capital Advisors provides investment advisory services to individuals, trusts, estates, charitable organizations, corporations, and other business entities, managing approximately $177.6 million in client assets. The firm offers discretionary and non-discretionary portfolio management, primarily advising on mutual funds alongside equities and fixed income securities.

Kevin Dugan is a financial advisor at Smith & Wyatt with a Series 65 designation and five years of industry experience. He previously worked at CoreCap Advisors, LLC, Parco LLC, and FEFA, and is also a partner at Dugan Brown, LLC, a company assisting federal employees with retirement planning and insurance services. Smith & Wyatt serves individuals, including high-net-worth clients, and corporations, managing approximately $207 million across about 724 clients through a team of eight advisors. The firm offers financial planning, discretionary portfolio management, estate-planning consulting, and educational programs for federal employees, with investment advice tailored to clients' objectives and risk tolerances.

Craig Colson is a financial advisor at OFG Financial Services, Inc. in College Station, TX, with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has been with OFG Financial Services since 2012. Outside of his advisory role, he is involved in insurance product sales through Executive Financial Services and participates as a limited partner in agricultural and timber ventures. OFG Financial Services provides investment advisory and planning services to individuals and corporations, managing approximately $270 million in assets across 843 client relationships. The firm employs fundamental analysis to construct portfolios emphasizing no-load mutual funds and listed securities, offering non-discretionary account management and a range of planning and consulting services.

Samuel Eberts is a Series 65-licensed financial advisor at Smith & Wyatt with five years of industry experience. He previously worked at CoreCap Advisors and has been involved with Dugan Brown, where he provides retirement planning and educational services to federal employees. Smith & Wyatt serves individuals—including high-net-worth clients—and corporations, managing approximately $207 million across 724 clients with a team of eight advisors. The firm offers customized financial planning, discretionary portfolio management, and estate-planning consulting, with an emphasis on tailored investment strategies primarily using mutual funds and ETFs.

Ross Willmann is a CFA® charterholder with one year of industry experience, currently serving as an advisor at Warwick Partners. Prior to joining Warwick Partners in 2025, he worked five years at the Texas A&M Foundation and seven years at Memorial Hermann Health System. Warwick Investment Management, Inc. provides discretionary and non-discretionary investment management, financial planning, pension consulting, and third-party adviser oversight for individuals, trusts, estates, business entities, charitable organizations, and retirement plans. The firm employs model, risk-based portfolios across various asset classes, including alternative investments, and manages approximately $2.14 billion with a client base of 229 households.

Caleb Russell is a CFP® professional with 11 years of experience in the financial industry. He currently serves as an advisor at Paragon Financial Advisors and previously worked for Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company for 10 years. Outside of his advisory role, Caleb is a partner and co-content creator of the Rising Tide Podcast and serves as secretary on the board of the Harvey Little League Baseball nonprofit in Bryan, Texas. Paragon Financial Advisors provides portfolio management, financial planning, and retirement plan advisory services to individual, high-net-worth, and institutional clients. The firm emphasizes strategic asset allocation and long-term diversified portfolios using various investment vehicles and offers fiduciary services for retirement accounts under ERISA/IRC rules.

Sachin Sawant is a CFP® professional at Briaud Financial Advisors in College Station, TX, with two years of industry experience. He previously worked at Fidelity Investments for ten years from 2014 to 2024. Briaud Financial Advisors is a five-advisor team managing approximately $775 million for about 276 clients, offering fee-only investment advisory and financial planning services to individuals, trusts, and pooled investment vehicles. The firm employs a macro-economic framework supported by technical analysis and option strategies, and it manages both liquid and less liquid assets through a variety of pooled vehicles and valuation practices.

Nicholas Smith is a CFP® and holds a Series 65 license, currently serving as an advisor at Smith & Wyatt with four years of industry experience. His prior roles include positions at Dugan Brown, L & W Financial LLC, and BankFinancial, N.A. He is also a licensed insurance agent in Bolingbrook, IL, selling life and health insurance. Smith & Wyatt serves individuals, including high-net-worth clients, and corporations, managing approximately $207 million across about 724 clients with a team of eight advisors. The firm provides financial planning, discretionary portfolio management, estate-planning consulting, and educational programs for federal employees, tailoring investment advice to clients’ objectives using mutual funds and ETFs.

Matthew Mc Kay is a CFP® professional with six years of experience in financial advising. He has been with Briaud Financial Advisors in College Station, TX, since 2017. Prior to that, he worked at the University of North Carolina at Greensboro from 2013 to 2017. Briaud Financial Advisors is a five-advisor team managing approximately $775 million for individuals, trusts, and pooled investment vehicles. The firm uses a macro-economic framework combined with technical analysis and option strategies, offering discretionary and non-discretionary portfolio management alongside comprehensive financial planning.