Thomas Fraim III is a financial advisor at Warwick Partners with Series 65 and Series 63 licenses and three years of industry experience. His prior roles include positions at Ameritas Life Insurance Company, Ameritas Investment Company, Southeast Financial Services, Inc., Wells Fargo, and Bogart Wealth, LLC. Warwick Investment Management, Inc. provides discretionary and non-discretionary investment management, financial planning, and pension consulting to individuals, trusts, estates, business entities, charitable organizations, and retirement plans. The firm manages approximately $2.48 billion in client assets through risk-based diversified portfolios and offers both fixed-fee and asset-based billing arrangements.

Franklin Farrell is a financial advisor with Warwick Partners in Bryan, TX, holding a Series 65 designation and beginning his industry career in 2025. Prior to joining Warwick Partners, he worked at Prosperity Bank for two years and was a full-time student for nine years. Warwick Investment Management, Inc. provides discretionary and non-discretionary investment management, financial planning, pension consulting, and third-party adviser selection for a range of clients including individuals, trusts, estates, business entities, charitable organizations, and retirement plans. The firm manages approximately $2.48 billion in client assets across about 253 accounts, offering model-driven, risk-based diversified portfolios with ongoing monitoring and both fixed-fee and asset-based billing arrangements.

James Larkin is a Series 65 licensed advisor at Tdc Capital Advisors, Inc. in College Station, TX, with 18 years of industry experience. He has worked at Tdc Capital Advisors, Inc. since 2008 and is also associated with Thompson, Derrig & Craig, P.C. since 2007. 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 other securities, offering both discretionary and non-discretionary portfolio management tailored to client suitability.

Aubry Taylor is a financial advisor with Tdc Capital Advisors, Inc. in College Station, TX, holding a Series 65 designation and 11 years of industry experience. He has been affiliated with both Thompson Derrig & Craig PC and Tdc Capital Advisors since 2013. 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 with a focus on mutual funds and a range of other securities.

Clarence Glover III is a financial advisor at Warwick Partners with 41 years of industry experience. He holds a Series 63 designation and has been with Warwick Investment Management since 1981. Warwick Investment Management provides discretionary and non-discretionary investment management, financial planning, pension consulting, and third-party adviser oversight to individuals, trusts, estates, business entities, charitable organizations, and retirement plans. The firm manages approximately $2.14 billion across 229 clients using model, risk-based portfolios that include mutual funds, ETFs, individual equities and bonds, U.S. government securities, and alternative investments such as private debt and private investment vehicles.

Johnathan Whiddon is a CFP® and Series 65 licensed advisor with two years of industry experience, currently serving at Evidence Wealth, LLC. His prior roles include positions at HUB International, Insgroup, RiskWell, and Sharetown. Outside of financial advising, he and his wife sell discounted trial period mattresses through Sharetown. Evidence Wealth, LLC serves individual and high-net-worth clients with discretionary investment management and project-based financial planning, employing a Modern Portfolio Theory-based approach with diversified portfolios primarily implemented through ETFs and mutual funds managed by Dimensional.

Grant Stucki is a CFP® professional at Warwick Partners with 13 years of industry experience. He has previously worked at Purshe Kaplan Sterling Investments, Bogart Wealth, LLC, and JPMorgan Securities LLC. Warwick Investment Management, Inc. provides discretionary and non-discretionary investment management, financial planning, pension consulting, and oversight of third-party advisers to individuals, trusts, estates, business entities, charitable organizations, and retirement plans. The firm manages approximately $2.14 billion across 229 clients, utilizing model, risk-based portfolios that include a range of asset classes such as mutual funds, ETFs, individual equities and bonds, U.S. government securities, and alternative investments.

Dudley Vickers is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63 and Series 65 credentials and over 32 years of industry experience. He has been with Mutual of Omaha Investor Services and Mutual/United of Omaha Insurance Company since 1970. Vickers is also actively engaged in the insurance field as an agent and serves on the board of the Central Texas Life Underwriters Association. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement plan consulting. The firm delivers managed solutions primarily through a platform relationship with Envestnet and works alongside broker-dealer and insurance distribution businesses within the Mutual of Omaha group.

Garrett Kennedy is a financial advisor with Kingsview Wealth Management, LLC, holding a Series 65 credential and four years of industry experience. Prior to his current role, he worked at Rollo Insurance Group, Inc. as a life insurance specialist, assisting with policy quoting and client inquiries. Kingsview Wealth Management serves a diverse client base including individuals, retirement plans, trusts, foundations, and corporate entities, providing wealth management, financial planning, and asset management through a network of Investment Adviser Representatives and an internal portfolio group. The firm offers tailored portfolio management, model strategies, and access to alternative investments and third-party managers.

Megan Reynolds is a financial advisor at Prospera Financial Services, Inc. with two years of industry experience. She holds a Series 66 credential and has prior work experience at Goldman Sachs. Prospera Financial Services is a multi-team advisory firm with 271 advisors managing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, offering financial planning, portfolio management, and access to multiple advisory programs and platforms.

Ken Stover is a financial advisor with Creativeone Wealth, LLC, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. His prior work includes roles at Ameritas Investment Corp and ASW Parkstone LLC, and he has operated Stover Financial Services since 2001. Creativeone Wealth, LLC provides fee-based asset management, financial planning, retirement plan consulting, and sub-advisory services to individual, corporate, charitable, and RIA clients. The firm employs a mix of proprietary ETF-based models, third-party managers, and option strategies, supporting tailored suitability assessments and regular portfolio rebalancing.

Brandon De Stefano is a financial advisor with Capital Analysts in Bryan, TX, holding Series 65 and Series 63 licenses and possessing nine years of industry experience. He has been associated with Lincoln Investment LLC since 2016 and was self-employed prior to that. Brandon serves as a member of the board for Conroe Country Club. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, custom model portfolios, and retirement-plan advice through a nationwide network of independent advisors and in-house investment management.

Mark Green is a financial advisor at RFG Advisory, LLC with 32 years of industry experience. He previously worked at Wells Fargo from 2012 to 2019 and has been with RFG Advisory since 2019. Outside of his advisory work, he serves as a board member and secretary for the Brazos Valley Council for Alcohol and Substance Abuse and participates in local football radio broadcasting as a play-by-play and color analyst. RFG Advisory is a multi-team registered investment adviser managing approximately $8 billion for over 17,000 clients, including individuals, high-net-worth households, trusts, retirement plans, and institutions. The firm employs a combination of actively managed and passive strategies, direct indexing, and tax-aware approaches, offering a range of investment and consulting services along with access to proprietary and third-party model strategies.

Eric Wylie is a financial advisor at Waterloo Capital with 14 years of industry experience. He previously worked at Element Retirement & Investment Consultants, L.L.C. from 2011 to 2025. Wylie serves on several community and nonprofit boards, including the Corps of Cadets Association and the Bryan/College Station Chamber of Commerce. Waterloo Capital is an SEC-registered multi-team adviser that serves entrepreneurs, high-net-worth individuals, trusts, and retirement plans. The firm uses a long-term, buy-and-hold investment approach combined with fundamental analysis and offers a range of services including direct investment management, financial planning, and access to third-party sub-advisers.

Allan Dunlap is a financial advisor with Capital Analysts who holds a Series 63 designation and has 39 years of industry experience. He has worked at Capital Analysts since 1995 and has also been affiliated with Lincoln Investment since 2012 and Fidelity Union/Allianz Life Insurance since 1975. Outside of advisory services, he works as a general agent and producer in insurance. Capital Analysts serves a diverse client base, including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations, offering portfolio management, custom and model portfolios, third-party manager access, and retirement-plan advice. The firm combines discretionary and non-discretionary investment management through an in-house research team and independent advisors, utilizing a proprietary mutual fund screening process called CAPSL.

Jarrod Hix is a financial advisor at Waterloo Capital with 23 years of industry experience. He holds a Series 66 designation and previously worked for Element Retirement & Investment Consultants, L.L.C. from 2016 to 2025. Outside of his advisory role, he serves as Treasurer and Secretary of the Rotary Club of Aggieland and chairs the Rotary District 5910 District Conference Planning Committee. Waterloo Capital is a multi-team SEC-registered adviser serving entrepreneurs, high-net-worth individuals, trusts, and retirement plans. The firm builds customized long-term portfolios using fundamental analysis and offers a broad range of investment tools alongside comprehensive financial planning and consulting services.

Benton Lacy is a financial advisor at Kingsview Wealth Management, LLC with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Kingsview Partners LLC and Kingsview Wealth Management LLC since 2021, as well as Wells Fargo Clearing and WELLS FARGO Advisors, LLC from 2012 to 2021. Lacy also operates a separate business under the name ROLLO WEALTH MANAGEMENT. Kingsview Wealth Management is an SEC-registered adviser managing approximately $6.7 billion, serving individuals, high-net-worth clients, pension and profit-sharing plans, trusts, charitable organizations, and businesses. The firm offers wealth management, financial planning, and asset management services through advisor-led financial planning combined with model-based and separately managed strategies, including internally sponsored ETFs and access to third-party managers.

Leigh Zachary is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His prior work includes roles at Citigroup Global Markets and Ims Financial Advisors, Inc. Zachary serves as a board member of the Concept Therapy Institute, contributing to the organization's policy and procedure direction. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and corporate plans. The firm offers financial planning and portfolio management through various platforms, combining strategic asset allocation with multi-manager portfolios across standard risk profiles.

Jennifer Juergens is a Series 66 licensed financial advisor at Sanctuary Advisors, LLC with three years of industry experience. Her prior work includes legal positions at Locke Lord LLP, Hughes, Watters & Askanase, LLP, and Monshaugen & Van Huff P.C. She also works as an independent contractor providing pet sitting services. Sanctuary Advisors, LLC serves a diverse client base including individuals, corporations, pension plans, and trusts, offering portfolio management, financial planning, and retirement plan consulting through a network of over 400 independent advisors. The firm supports a range of investment strategies and acts as a fiduciary under written advisory agreements.

Miky Sodhi is a financial advisor with PNC Wealth Management in College Station, TX, holding Series 63 and Series 65 designations and having 20 years of industry experience. His prior roles include positions with BBVA Securities Inc., BBVA Wealth Solutions Inc., BBVA Compass Insurance Agency, and COMPASS Bank. Outside of finance, he owns Everline Coatings and Services, a non-investment business. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an invitation-only digital offering that uses algorithm-driven risk assessment and implements investments via approved model strategies managed by PNC or third parties.