Nan Reichel is a financial advisor at Cetera with 29 years of industry experience. She has worked with Cetera Investment Services LLC since 1997 and was previously employed at Prosperity Bank for nine years. Reichel holds a Series 63 designation. Cetera Investment Advisers LLC is an SEC-registered firm that serves a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management options, including model portfolios, third-party managers, and bespoke strategies.

Jacy Urquhart is a financial advisor at Stifel with four years of industry experience and holds the Series 66 designation. Prior to joining Stifel in 2021, Jacy held positions at Texas A&M University’s Office of Admissions and the Center for Executive Development at Mays Business School. Jacy also serves as a Texas Public Notary. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services based on proprietary investment methodologies developed by its Investment Strategy Group.

Joaquin Cervantes III is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. He has worked at J.P. Morgan Securities LLC and JPMorgan Chase Bank since 2019, following seven years at Wells Fargo Clearing and ten years at Wells Fargo Bank. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm delivers advisory services alongside affiliated brokerage, distribution, and investment management capabilities.

David Rhodes is a Senior Financial Advisor with Merrill Lynch Wealth Management, where he has been serving clients since 1996. He leads The Rhodes Group alongside his sister, Sabrina Rhodes, focusing on comprehensive wealth management strategies that address the full spectrum of client needs, including cash flow optimization, debt management, tax mitigation, wealth transfer, and business succession. David provides discretionary portfolio management, employing a dynamic investment approach that adapts to market conditions and clients' evolving circumstances. David's client base spans a diverse range of professions and institutions, including engineers, scientists, professors, family business owners, medical professionals, corporate executives, professional athletes, and retirees. His advisory approach emphasizes personalized service, meeting clients on their terms and fostering long-term relationships that often extend to multiple generations. He holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations, and earned a Bachelor's Degree from Texas A&M University. Outside of his professional role, David is involved with the Texas Golf Association and participates in community activities through the same organization. He enjoys golfing, hunting, woodworking, and spending time with his family. David balances his professional commitments with personal interests that include outdoor activities and charitable involvement.

Justin Munsey is a financial advisor at Edward Jones in Bryan, Texas, holding a Series 66 designation with 17 years of industry experience. He has been with Edward Jones since 2008. Outside of his advisory role, Munsey is involved in several oil and gas mineral ownership ventures. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over $1 trillion in assets under management and a nationwide network of more than 23,000 financial advisors. The firm offers a range of advisory and investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and tax-efficient services.

Joseph Boring Jr. is a financial advisor with Edward Jones in Bryan, TX, holding the ChFC® designation and Series 66 license. He has 26 years of industry experience, with 24 years at Edward Jones since 2002. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and affiliated products, with approximately $1.01 trillion in assets under management supported by a nationwide network of 23,701 financial advisors.

Spencer Williamson is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses and three years of industry experience. Prior to joining Schwab, he worked at TD Ameritrade and Cole Martin Insurance. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts, offering multi-asset model portfolios and alternative investment options.

Loy Coffey is a CFP® professional with over 32 years of experience in financial advising. He has been with Edward Jones since 1993. Outside of his advisory role, he owns and maintains an office rental property in Navasota, TX. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates through a large national network of advisors and branches.

David Gray is a financial advisor with Merrill in College Station, TX, holding a Series 63 designation and 35 years of industry experience. He has worked at Merrill since 1992 and has been affiliated with Bank of America, N.A. since 2010. Outside of his advisory role, he provides part-time baseball pitching lessons to local neighborhood kids. Merrill, along with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm provides model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

David Soules is a Senior Financial Advisor with Merrill Lynch Wealth Management. He focuses on helping clients create personalized financial strategies to address their unique needs, goals, lifestyles, and pursuits. His practice emphasizes informed decision-making in areas such as personal retirement planning, tax minimization, and retirement income. David holds a Bachelor's Degree from Texas A&M University and is a Personal Investment Advisor (PIA). He leverages Merrill's wealth management capabilities to provide innovative solutions tailored to clients' risk tolerance, time horizon, liquidity needs, and investment goals. He develops long-term, generational relationships with his clients. Outside of his professional role, David is a husband and father of three. He engages in community volunteering and enjoys fishing, football, golfing, music, and spending time with his family.

Dwight Arnold is a financial advisor with Raymond James Financial in Bryan, Texas, holding Series 66 and Series 63 credentials and bringing 28 years of industry experience. He has been associated with Raymond James Financial since 2001 and operates a CPA tax practice under Dwight W. Arnold, CPA, P.C. In addition to his advisory role, he is involved in the sale of term insurance and is a partner in a business owning a former office building for his practice. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional investors. The firm employs fact-finding and risk profiling tools to deliver tailored non-discretionary planning and supports advisory programs with technology-driven resources, including artificial intelligence and municipal advisory services.

William Hughes is a financial advisor at UBS Financial Services with five years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley and Equitable Advisors. UBS Financial Services Inc. serves individual, corporate, and institutional clients offering brokerage and investment advisory services, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management, utilizing proprietary research and model-based asset allocation to tailor plans to client goals.

Elisabeth Mc Carty is a Series 66 licensed financial advisor at Charles Schwab with two years of industry experience. Her prior work history includes roles at PennyMac, New Rez, Amarillo National Bank, University Title Company, Half Price Books, and Prosperity Bank. Charles Schwab serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm offers a blend of non-discretionary and discretionary investment solutions supported by multi-asset model portfolios and a centralized operational structure.

Melissa Pittman is a financial advisor at Edward Jones in College Station, TX, with 11 years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2017. Prior to her current role, she was a homemaker and full-time mother for one year and owned a small business, Mel's Mac and Tees, LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of more than 23,700 financial advisors, offering a range of advisory programs and investment solutions under a fiduciary standard.

David Smith is a Series 66-licensed financial advisor with Edward Jones in College Station, TX, and has nine years of industry experience. He has been with Edward Jones since 2017 and previously worked there from 2001 to 2017. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary managed solutions, separately managed accounts, and affiliated mutual funds, with a nationwide network of over 23,700 financial advisors.

Laura Dillon is a financial advisor with UBS Financial Services in College Station, TX, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. She has been with UBS since 2009. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor advice to client goals.

Ryan Ullmann is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and nine years of industry experience. He has worked at Cetera since 2018 and previously held roles at Thrivent Financial and Thrivent Investment Management Inc. Outside of his advisory work, Ullmann serves as vice president at Fundamental Wealth Advisors, coaches at Twelve Baseball Academy, and is active in community organizations including chairing the board of Bethel Lutheran Church Preschool and serving on the board of the College Station Education Foundation. Cetera Investment Advisers LLC provides a multi-manager platform offering portfolio management, financial planning, and consulting services to a diverse client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm supports a wide range of investment strategies through affiliated and unaffiliated managers, serving over 10,000 advisors and approximately 800,000 clients.