Andrea Billquist is a CFP® professional with nine years of industry experience. She has worked at Briaud Financial Advisors since 2023 and previously spent six to seven years at Charles Schwab Bank, SSB and Charles Schwab & Co. Inc. She holds a Series 66 license and is based in College Station, TX. Briaud Financial Advisors serves individual clients and trusts, including high-net-worth individuals, offering investment supervisory services and comprehensive financial planning. The firm’s investment approach combines a macroeconomic framework with technical analysis and utilizes a variety of strategies and instruments tailored to client objectives and tax considerations.

Stephen Mcgee is a CFP® professional with 11 years of experience at Paragon Financial Advisors in College Station, TX. He has worked at Paragon since 2016. Outside of his advisory role, Mcgee serves as a color commentator for Texas A&M football on KBTX Sports and Tex Ags. Paragon Financial Advisors serves individual, high-net-worth, and institutional clients, offering discretionary portfolio management, financial planning, and retirement plan advisory services. The firm emphasizes strategic asset allocation and long-term, diversified portfolios across various investment vehicles.

Curtis Burch is a CFP® professional with eight years of experience in financial advising. He has worked at Destiny Capital Corporation since 2022 and previously spent nine years with Briaud Financial Advisors. Curtis is part of an eight-advisor team based in College Station, TX. Destiny Capital Corporation serves individuals, high-net-worth clients, trusts, estates, and entrepreneurs, managing approximately $382 million across about 260 clients. The firm employs a strategic asset allocation approach grounded in Modern Portfolio Theory, combined with tactical adjustments and integrated ESG analysis, while also offering specialized business and exit planning services for entrepreneurs.

David Hailey is a CFP® professional with 18 years of experience and has been with Paragon Financial Advisors since 2007. He serves as president of both Hailey Bar W Ranch, Inc. and the Wall Foundation, Inc., which are involved in agricultural and ranching operations. Paragon Financial Advisors serves individual and high-net-worth clients, as well as institutional clients, providing portfolio management, financial planning, and retirement advisory services. The firm focuses on strategic asset allocation and long-term, diversified portfolios using a range of investment vehicles, with a process that includes systematic rebalancing and fiduciary oversight.

Andri Buckley is a financial advisor with Paragon Financial Advisors in College Station, TX. He holds a Series 65 designation and has been working in the financial industry since 2022, including roles at Champion Capital Research and Paragon Financial Advisors. Prior to entering finance, he held positions in education and at Ring Energy, Inc. 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 diversified portfolios that include mutual funds, ETFs, equities, fixed income, and alternative investments.

Isaac Auvermann is a financial advisor at TDC Capital Advisors, Inc. in College Station, TX, holding a Series 65 designation with one year of industry experience. His prior roles include positions at Thompson, Derrig, & Craig PC and Evidence Wealth, LLC. 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 primarily advises on mutual funds and invests in equities, corporate and municipal debt, certificates of deposit, and U.S. government securities, offering both discretionary and non-discretionary portfolio management.

Noura Quntar is a Series 65-licensed financial advisor with Smith & Wyatt, bringing two years of industry experience. She has worked at Smith & Wyatt since 2020 and previously held roles at Regus, Dillards, and Ayla Oasis Development. 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 provides financial planning, discretionary portfolio management, estate-planning consulting, and educational programs tailored to clients’ objectives, primarily using mutual funds and ETFs.

Wade Smith is a financial advisor with Smith & Wyatt in College Station, TX, holding Series 63 and Series 65 credentials and 14 years of industry experience. He has worked at L & W Financial, LLC dba Smith & Wyatt since 2016 and has prior experience with Securities America Advisors and Securities America Inc. Outside of advising, he is an independently licensed insurance agent. Smith & Wyatt is a team of eight advisors managing approximately $207 million for about 724 clients, including individuals and corporations. The firm offers financial planning, discretionary portfolio management, and estate-planning consulting, tailoring investment advice to client objectives primarily through mutual funds and ETFs.

Matthew Lee is a CFP® professional with one year of experience in the financial advisory industry. He has been with Paragon Financial Advisors since 2023 and has prior work experience at Berry College. Paragon Financial Advisors serves individual, high-net-worth, and institutional clients, offering discretionary portfolio management, financial planning, and retirement plan advisory services. The firm’s investment approach focuses on strategic asset allocation and long-term diversified portfolios, including mutual funds, ETFs, equities, fixed income, and alternative investments.

Christopher Martin is a CFA® charterholder with 11 years of industry experience. He has been with Martin Capital Advisors, LLP since 2011 and is also involved as an IT consultant for Antique Swan, a family-owned antiques retailer. Martin Capital Advisors, LLP manages portfolios for high-net-worth individuals, trusts, estates, charitable organizations, and businesses. The firm offers discretionary portfolio management with a focus on long-term returns through asset allocation, utilizing both active and passive strategies and options-based hedging in select portfolios.

Sarah Kvistad is a CFP® professional with one year of experience at Paragon Financial Advisors in College Station, TX. Prior to her advisory role, she held positions at Brazos Valley Gymnastics and was affiliated with Texas A&M University. Paragon Financial Advisors serves individual, high-net-worth, and institutional clients by offering discretionary portfolio management, financial planning, and retirement plan advisory services. The firm emphasizes strategic asset allocation and diversified portfolios, incorporating a range of investment vehicles and monitoring client accounts with systematic rebalancing.

Steven Colson is a financial advisor with OFG Financial Services, Inc. in College Station, TX, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 34 years of industry experience, including 27 years with OFG Financial Services and over 28 years as an independent agent. Outside of his advisory role, he is involved in executive financial services focused on life and health insurance and fixed annuities, and he holds stock in Lion Street, Inc., an independent marketing organization for life insurance products. OFG Financial Services serves individuals and corporations through a team of 37 advisors managing approximately $270 million in assets. The firm provides non-discretionary portfolio management and financial planning, employing fundamental analysis with an emphasis on no-load mutual funds and listed securities.

Carissa Steffler is a financial advisor at Paragon Financial Advisors in College Station, TX, holding a Series 65 credential. She has one year of industry experience, with prior roles at Warwick Partners and Ernst & Young. Outside of finance, she was involved with Community BBQ & Grill. Paragon Financial Advisors serves individual, high-net-worth, and institutional clients, offering discretionary portfolio management, financial planning, third-party sub-adviser selection, and retirement plan advisory services. The firm emphasizes strategic asset allocation and long-term, diversified portfolios across a range of investment vehicles, with systematic rebalancing and fiduciary oversight of retirement accounts.

Natalie Pine is a CFP® professional with 16 years of industry experience, currently serving at Briaud Financial Advisors since 2007. She is based in College Station, TX, and is part of a six-advisor team. Briaud Financial Advisors provides investment supervisory services and comprehensive financial planning to individual and high-net-worth clients, as well as trusts. The firm employs a macroeconomic framework combined with technical analysis and uses a range of investment strategies and instruments tailored to client objectives and tax considerations.

James Whiddon is a CFP® with 27 years of industry experience and is currently an advisor at Evidence Wealth, LLC. He has worked at Buckingham Asset Management, LLC since 2013 and joined Evidence Wealth in 2021. Outside of his advisory role, Whiddon is the CEO and owner of The Old School, a leadership training organization for young people, and serves as a liaison and adjunct instructor in the Financial Planning Program at Texas A&M University. Evidence Wealth is a six-advisor firm that provides discretionary investment management and financial planning to individuals, high-net-worth clients, trusts, charitable organizations, businesses, and qualified retirement plans. The firm employs an evidence-based investment approach grounded in Modern Portfolio Theory, emphasizing broad asset-class diversification primarily through passive mutual funds and ETFs.

Jason Keck is a financial advisor at Evidence Wealth, LLC in Bryan, TX, holding a Series 65 credential. He has one year of experience in the financial industry and has worked at Berendsen Fluid Power since 2016. Evidence Wealth serves individual and high-net-worth clients with discretionary investment management and project-based financial planning, utilizing an investment approach based on Modern Portfolio Theory and primarily implementing portfolios through Dimensional funds. The firm manages client accounts on a discretionary basis and customizes portfolios with diversified, risk-based asset classes.

Matthew Gentry is a CFP® professional with 17 years of industry experience, currently serving at Evidence Wealth, LLC since 2021. He previously worked at LPL Financial and Visionpoint Advisory Group from 2015 to 2021. Outside of his advisory role, he has served as Interim Pastor of Administration at Emmanuel Baptist Church in Bryan, TX. Evidence Wealth, LLC is a team of seven advisors that provides discretionary investment management and project-based financial planning primarily for individual and high-net-worth clients. The firm uses a Modern Portfolio Theory-based approach with diversified, risk-based asset allocation, primarily implemented through Dimensional funds and ETFs.

Robert Calhoun is a CFP®, CFA®, and Series 65-licensed advisor with 10 years of experience, currently serving at Paragon Financial Advisors since 2016. He is based in College Station, Texas, and works within a team of 12 advisors at the firm. Paragon Financial Advisors serves individual, high-net-worth, and institutional clients by providing discretionary portfolio management, financial planning, and retirement plan advisory services. The firm emphasizes strategic asset allocation with diversified portfolios including mutual funds, ETFs, equities, fixed income, and alternative investments, and it employs unique operational practices such as AI tools and detailed client reporting.

Patrick Tuggle is a Series 65-licensed advisor at Evidence Wealth, LLC with three years of industry experience, including prior roles at Thompson, Derrig & Craig and Ingram, Wallis & Co. He also provides bookkeeping services for a small roofing company and prepares individual tax returns. Evidence Wealth is a six-advisor firm offering discretionary investment management and financial planning to individuals, high-net-worth clients, trusts, charitable organizations, businesses, and qualified retirement plans. The firm employs an evidence-based investment approach grounded in Modern Portfolio Theory, utilizing broad asset-class diversification primarily through passive mutual funds and ETFs, and collaborates with third-party sub-advisers for certain portfolios.

Nathaniel Harness is a CFP® with two years of industry experience, currently serving as a financial advisor at BentOak Capital. He is also the owner of Nathan Harness Consulting, LLC, and holds a position as Director of Financial Planning and Professor at Texas A&M University. Earlier in his career, he worked at Morgan Stanley for one year. BentOak Capital serves individuals, high-net-worth clients, retirement plans, trusts, estates, and business entities, offering comprehensive financial planning, discretionary portfolio management, and retirement plan consulting. The firm employs a tailored investment approach combining fundamental, technical, and cyclical analysis, typically managing accounts on a discretionary, wrap-program basis.