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.

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.

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.

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.

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.

John Shaw is a financial advisor at Evidence Wealth, LLC with a Series 65 credential and one year of industry experience. His prior experience includes roles at Paragon Financial Advisors, Thompson, Derrig & Craig, and PwC. Outside of advisory work, he is a licensed CPA based in College Station, TX, though he currently has no active duties in this capacity. Evidence Wealth serves individual and high-net-worth clients with discretionary investment management and project-based financial planning. The firm’s investment approach is based on Modern Portfolio Theory and efficient markets, typically utilizing diversified portfolios implemented primarily through ETFs and mutual funds sponsored by Dimensional.

Jerry Ludwig is a financial advisor with Regal Advisory Services, Inc. in Bryan, TX, holding Series 63 and Series 65 licenses and over 41 years of industry experience. He has been with Regal Securities since 2012. Outside of his advisory role, Ludwig provides expert witness and consulting services in securities arbitration through his own consulting business. Regal Advisory Services, Inc. serves individuals, corporations, retirement plans, trusts, foundations, and other institutional clients through a team of 15 advisors managing approximately $113.5 million in assets. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement plan advisory, utilizing a blend of fundamental and quantitative research tailored to client-specific goals and risk tolerances.

Scott Marwil is a financial advisor with OFG Financial Services, Inc. in College Station, TX, holding Series 65 and Series 63 licenses and having eight years of industry experience. He has worked at OFG Financial Services since 2017 and was previously employed at E N Engineering. Outside of advisory work, he is involved as a general contractor with JL Contracting, LLC, assisting in rebuilding homes damaged by Hurricane Harvey on a volunteer basis. OFG Financial Services is a multi-advisor SEC-registered firm serving individuals and corporate clients with approximately $271 million in assets under management. The firm uses fundamental analysis to construct portfolios commonly emphasizing no-load mutual funds and provides written financial plans, consulting, and portfolio management on a non-discretionary basis.

Nicholas Hiebert is a financial advisor at Foundry Financial LLC with two years of industry experience. He holds a Series 65 designation and has previously worked at Merit Wealth Management and Briaud Financial Advisors. Prior to his financial advisory roles, he spent several years in various independent school districts. Foundry Financial provides discretionary investment management, financial planning, and pension consulting services to individuals, high-net-worth clients, and charitable organizations. The firm uses risk-based, diversified portfolios with a range of investment vehicles and holds discretion to trade on behalf of clients while focusing on long-term allocation.

Douglas Crum is a financial advisor with OFG Financial Services, Inc. in College Station, TX, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with OFG Financial Services since 2000. Outside of advisory work, he is involved in the sale of insurance and fixed annuities through Executive Financial Services. 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 with an emphasis on no-load mutual funds and listed securities, managing accounts on a non-discretionary basis and documenting client objectives prior to recommendations.

Kyle Cox is a financial advisor with Tdc Capital Advisors, Inc. in College Station, TX. He holds a Series 65 designation and has two years of industry experience. Prior to his current role, he worked at Thompson, Derrig & Craig, P.C. for nine years and at K2Share, LLC for four years. 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 both discretionary and non-discretionary portfolio management, primarily advising on mutual funds while also investing in equities, corporate and municipal debt, certificates of deposit, and U.S. government securities.

Janet Briaud is a CFP® professional with 34 years of experience in financial planning and investment advisory. She has been with Briaud Financial Planning Inc since 1987 and serves on the board of directors for American Momentum Bank. Briaud Financial Advisors is a five-advisor team managing approximately $775 million for individuals, trusts, and pooled investment vehicles. The firm offers fee-only advisory and financial planning services, applying a macro-economic framework combined with technical analysis and option strategies, and manages both liquid and less liquid assets through various investment vehicles.

Benjamin Schroeder is a financial advisor with OFG Financial Services, Inc. in College Station, TX, holding Series 63 and Series 65 licenses and nine years of industry experience. He has been with OFG Financial Services since 2016. Outside of advisory work, he is an independent life and health insurance agent, dedicating about 10% of his time to these activities. 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 uses fundamental analysis to construct portfolios emphasizing no-load mutual funds and listed securities, offering non-discretionary portfolio management and written financial planning.

Lorin Kieschnick is a financial advisor at OFG Financial Services, Inc. with 18 years of industry experience. He holds a Series 66 designation and has been with OFG Financial Services and Ameritrust Capital Mortgage since 2007. Outside of advisory work, Kieschnick is involved in livestock sales and marketing. OFG Financial Services serves individuals and corporations with investment advisory and planning services, managing approximately $270 million in assets through a team of 37 advisors. The firm uses fundamental analysis to construct portfolios emphasizing no-load mutual funds and listed securities, providing non-discretionary advice tailored to client objectives.

Dalton Smith is a Series 65-licensed advisor at Evidence Wealth, LLC with one year of industry experience. Prior to joining Evidence Wealth, he worked at Mathnasium from 2018 to 2022. Evidence Wealth is a six-advisor firm that provides discretionary investment management and financial planning services to individuals, high-net-worth clients, trusts, charitable organizations, businesses, and qualified retirement plans. The firm employs an evidence-based investment process grounded in Modern Portfolio Theory, utilizing broad asset-class diversification primarily through passive mutual funds and ETFs.

Mark Coverdale is a financial advisor at Regal Advisory Services, Inc. in Bryan, Texas, with three years of industry experience. Prior to his advisory role, he was a full-time student for three years and spent a decade working in a family-owned tiling business. He is the owner of Coverdale Wealth Management, an LLC that manages taxes and business expenses related to his advisory activities. Regal Advisory Services, Inc. serves individuals, including high-net-worth clients, retirement plans, trusts, foundations, and business entities by providing financial planning, portfolio management, and retirement plan advisory services. The firm uses a combination of fundamental and quantitative research and offers discretionary and non-discretionary managed account programs through proprietary platforms and third-party managers.