Adam Baucom is a CFP® professional with three years of industry experience, currently operating Baucom Wealth Management LLC in Victoria, TX. He also serves as president of Baucom & Associates, PLLC, a tax and accounting firm unrelated to investment advisory services, where he dedicates about half of his working time. Baucom’s prior experience includes roles at Avantax Advisory Services and Keller & Associates CPAs, PLLC, among others. Baucom Wealth Management LLC provides discretionary investment management and comprehensive wealth management services to individuals, high-net-worth clients, trusts, and estates. The firm employs Modern Portfolio Theory and fundamental analysis to build diversified, primarily long-term portfolios, and maintains a relationship with an affiliated accounting practice under common ownership.

Brian Yendrey is a financial advisor at Yendrey Wealth Management LLC in Victoria, Texas, holding a Series 65 designation with seven years of industry experience. He has been with Yendrey Wealth Management since 2017 and previously worked at Kawasaki of Victoria from 2012 to 2023. Yendrey Wealth Management is a co-owned registered investment adviser serving individuals, trusts, estates, charitable organizations, and business entities. The firm manages discretionary portfolios tailored to client objectives and offers financial planning and consulting services, employing both fundamental and technical analysis across various investment strategies.

Brandon Yendrey is a financial advisor at Yendrey Wealth Management LLC in Victoria, TX, holding Series 65 and Series 66 licenses with eight years of industry experience. He has been with Yendrey Wealth Management since 2014 and also worked at Formosa through 2023. Yendrey Wealth Management serves individuals, including high-net-worth clients, as well as trusts, estates, charitable organizations, and business entities. The firm provides discretionary asset management alongside financial planning and consulting, tailoring investment programs to each client’s objectives, time horizon, and risk tolerance.

Evan Martinez is a financial advisor at Sather Financial Group, Inc. in Victoria, TX, with three years of industry experience. He holds a Series 65 designation and previously worked as a self-employed professional and in the food service industry. Sather Financial Group, Inc. is a fee-only registered investment adviser managing approximately $2.26 billion in discretionary assets for individuals, high-net-worth families, retirement plans, collective investment trusts, and charitable organizations. The firm uses a value-oriented investment approach influenced by Warren Buffett, employing fundamental research and a team review process to evaluate opportunities, risks, and cash flow needs.

Hannah Gohmert is a CERTIFIED FINANCIAL PLANNER® professional with 10 years of industry experience, currently serving as an advisor at Keller Wealth Advisors since 2016. She holds Series 63 and Series 66 licenses and is based in Victoria, Texas. Keller Wealth Advisors is a fee-only, SEC-registered wealth management firm that serves individuals, high-net-worth clients, corporations, pension and profit-sharing plans, and charitable organizations. The firm employs a long-term, asset-allocation strategy incorporating both passive and active investment vehicles, with integrated tax and planning support from affiliated CPA principals.

Warren Udd is a CFP® professional with 21 years of industry experience. He has been with Sather Financial Group, Inc. since 2002. Sather Financial Group, Inc. is a fee-only registered investment adviser managing approximately $2.26 billion in discretionary assets for individuals, high-net-worth families, retirement plans, collective investment trusts, and charitable organizations. The firm employs a value-oriented investment approach influenced by Warren Buffett, using fundamental, in-house research and a team review process to guide portfolio management and financial planning.

David Sather is a CFP® certificant with 27 years of industry experience. He has been with Sather Financial Group, Inc. since 1999. The firm is a fee-only registered investment adviser that manages approximately $2.26 billion in discretionary assets for individuals, high-net-worth families, retirement plans, collective investment trusts, and charitable organizations. Sather Financial Group employs a value-oriented investment approach influenced by Warren Buffett, using in-house research and a team review process to evaluate opportunities, valuation, risk, and cash-flow needs.

Christopher Laughhunn is a CFP® professional at Keller Wealth Advisors with four years of industry experience. He has been with Keller Wealth Advisors since 2021 and also works with KELLER & ASSOCIATES CPAs, PLLC. Keller Wealth Advisors serves individuals, high-net-worth clients, trusts and estates, corporations, retirement plans, and charitable organizations, managing approximately $825 million for about 525 clients. The firm employs a long-term, asset-allocation oriented investment approach that integrates tax, estate, and cash-flow considerations, and provides comprehensive financial planning through a nine-advisor team.

Joseph Olive is a CFP® professional with 11 years of industry experience. He currently works at Sather Financial Group, Inc. and has prior experience at Edward Jones, Wells Fargo Advisors, and Charles Schwab. Sather Financial Group, Inc. is a fee-only registered investment adviser managing approximately $2.26 billion in discretionary assets for individuals, high-net-worth families, retirement plans, collective investment trusts, and charitable organizations. The firm follows a value-oriented investment approach influenced by Warren Buffett and uses fundamental, in-house research combined with a team review process.

Jonathan Zahradka is a CFP® with 15 years of industry experience, currently serving as a financial advisor at Sather Financial Group, Inc. since 2011. He holds the Series 65 designation and is based in Victoria, TX. Sather Financial Group, Inc. is a fee-only registered investment adviser managing approximately $2.26 billion in discretionary assets for individuals, high-net-worth families, retirement plans, collective investment trusts, and charitable organizations. The firm employs a value-oriented investment approach influenced by Warren Buffett, utilizing fundamental research and a team review process to guide portfolio management and retirement-plan consulting services.

Thomas Keller is a CFP® and PFS™ credentialed financial advisor with 19 years of industry experience. He currently works at Keller Wealth Advisors and Keller & Associates CPAs, PLLC, having also held positions at KMH Wealth Management, LLC. Keller Wealth Advisors serves individuals, high-net-worth clients, trusts and estates, corporations, retirement plans, and charitable organizations. The firm employs a long-term, asset-allocation oriented approach combining passive and active strategies, integrates tax and estate considerations into its investment process, and provides comprehensive financial planning through a nine-advisor team.

Tammy Kimbrough is a financial advisor at Sather Financial Group, Inc. with 24 years of industry experience. She has been with Sather Financial Group for 17 years. Her credentials include Series 63 and Series 66 licenses. Sather Financial Group, Inc. is a fee-only registered investment adviser managing approximately $2.26 billion in discretionary assets for individuals, high-net-worth families, retirement plans, collective investment trusts, and charitable organizations. The firm follows a value-oriented investment approach influenced by Warren Buffett, using fundamental research and a team review process to evaluate opportunities and risk.

David Faskas is a CFP®, CFA®, and holds a Series 65 license, with 13 years of industry experience. He has worked at KMH Wealth Management, LLC since 2012. Keller Wealth Advisors is a nine-advisor team managing approximately $825 million for around 525 clients, including individuals, high-net-worth clients, trusts and estates, corporations, retirement plans, and charitable organizations. The firm employs a long-term, asset-allocation oriented approach combining passive and active strategies, integrating tax, estate, and cash-flow considerations, and provides comprehensive financial planning through CFP professionals.

Dylan Swanson is a Series 65-licensed financial advisor at Sather Financial Group, Inc. with one year of industry experience. Prior to joining Sather Financial Group, he was self-employed for two years. Sather Financial Group, Inc. is a fee-only registered investment adviser managing approximately $2.26 billion in discretionary assets for individuals, high-net-worth families, retirement plans, collective investment trusts, and charitable organizations. The firm employs a value-oriented investment approach influenced by Warren Buffett, using fundamental research and team reviews to guide portfolio management, financial planning, and ERISA retirement-plan consulting services.

William Errett is a Series 65-registered advisor at Sather Financial Group, Inc. in Victoria, Texas, with one year of industry experience. Prior to joining the firm, he was a student for ten years. Outside of his advisory role, he serves as CFO and accountant for Just Add Magic Entertainment, a character entertainment company in north Austin. Sather Financial Group, Inc. is a fee-only registered investment adviser managing approximately $2.26 billion in discretionary assets for individuals, families, retirement plans, collective investment trusts, and charitable organizations. The firm employs a value-oriented investment approach influenced by Warren Buffett, utilizing in-house research and a team review process to evaluate opportunities and risks.

Sarah Nix is a financial advisor at Keller Wealth Advisors in Victoria, TX, holding a Series 65 credential with three years of industry experience. Her prior roles include positions at KMH Wealth Management, LLC, South Star Wealth Management, and various engagements with Texas A&M University. Keller Wealth Advisors serves individuals, high-net-worth clients, trusts and estates, corporations, retirement plans, and charitable organizations, managing approximately $825 million across about 525 clients. The firm employs a long-term, asset-allocation oriented approach that combines passive and active strategies, integrates tax, estate, and cash-flow considerations, and provides comprehensive financial planning through a nine-advisor team.

Kyle Noack is a CFP® professional with 13 years of experience in financial planning and wealth management. He has worked with Keller & Associates CPAs, PLLC, and KMH Wealth Management, LLC, and spent five years with the Financial Planning Department at Texas A&M University. He currently serves as an advisor at Keller Wealth Advisors in Victoria, TX. Keller Wealth Advisors manages approximately $825 million for about 525 clients through a nine-advisor team. The firm serves individuals, high-net-worth clients, trusts and estates, corporations, retirement plans, and charitable organizations using a long-term, asset-allocation approach that combines passive and active strategies while integrating tax, estate, and cash-flow considerations.

Beth Koonce is a CFP® professional with nine years of industry experience, currently serving as an advisor at Keller Wealth Advisors. She has worked with KMH Wealth Management, LLC since 2016. Keller Wealth Advisors is a nine-advisor team managing approximately $825 million for around 525 clients, including individuals, high-net-worth clients, trusts, estates, corporations, retirement plans, and charitable organizations. The firm employs a long-term, asset-allocation oriented approach combining passive and active strategies, integrating tax, estate, and cash-flow considerations into its investment process.

Robert Mabe is a financial advisor with United Planners Financial Services of America and holds Series 63 and Series 65 licenses. He has 30 years of industry experience and has worked at firms including H. Beck, Inc. and his own Mabe Financial Group. Outside of financial services, he owns Dragonfly Ranch, a cattle buying and selling operation in Cuero, Texas. United Planners Financial Services serves a diverse client base including individuals, corporations, charitable organizations, retirement plans, and institutional clients. The firm offers financial planning, portfolio management, retirement plan services, and brokerage solutions through a network of 477 independent advisors using an open-architecture platform with multiple custodians and third-party money managers.

William Meacham is a financial advisor with SPC in Victoria, TX, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. He previously worked at Investment Professionals, Inc. for 12 years and has been with SPC and Sigma Financial since 2020. Outside of his advisory role, he is involved in the sale of non-variable insurance products, including life and long-term care insurance. SPC serves a diverse client base including individuals, charitable organizations, corporations, and employer-sponsored retirement plans, managing approximately $5.66 billion in assets. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services, delivering both discretionary and nondiscretionary investment management tailored to client needs.