Brandi Cooper is a financial advisor with Sanctuary Advisors, LLC, holding a Series 66 designation and nine years of industry experience. She previously worked at Morgan Stanley Private Bank and Caldwell Companies. Outside of her advisory role, she and her husband manage a single family rental property. Sanctuary Advisors, LLC serves a diverse clientele including individuals, corporations, and charitable organizations, offering investment advisory and financial planning services through over 400 independent advisers. The firm supports multiple investment approaches and account management styles, with distinctive features such as a broad affiliate network and the ability to negotiate performance-based fees for qualified institutional clients.

Bill Thompson is a financial advisor at Lincoln Investment with 24 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Lincoln Investment since 2012. Prior to that, he was with Capital Analysts Incorporated and LPL Financial. Outside of his advisory role, Thompson is a managing member of a cattle grazing business and serves as an appointed member of the City of Bryan Historical Landmark Commission. Lincoln Investment Planning, LLC is an enterprise advisory and broker-dealer serving a diverse client base including individuals, high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, portfolio management, and advisor-led consulting, supported by an in-house investment management team and various third-party managers.

Thomas Kucera is a financial advisor with Voya Financial Advisors, Inc., holding Series 63 and Series 66 credentials and over 21 years of industry experience. He has been with Voya since 2017 and previously worked at Quasar Distributors, LLC and Wbi Investments. Outside of advising, he is an independent insurance agent focused on fixed insurance products. Voya Financial Advisors serves a diverse client base including individuals, retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm offers a wide range of financial planning and portfolio management services through various program structures, often providing non-discretionary recommendations.

Tanner Vroman is a CFP® and Series 66 licensed advisor with six years of industry experience. He has worked at Sanctuary Advisors, LLC and Sanctuary Securities, Inc. since 2020. Prior to his financial services career, he spent several years at Miramont Country Club. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm supports a broad network of over 400 independent investment adviser representatives who employ a variety of investment strategies and analytical approaches, offering both discretionary and non-discretionary account management.

Gregory Talcott is a financial advisor with Schwab Wealth Advisory, holding Series 65, 63, and 66 licenses and bringing 23 years of industry experience. His prior roles include positions at Lyon Realty Capital Partners, Rastegar Capital, Tobin & Company Securities LLC, Caliber Co., and Scottrade. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, utilizing Charles Schwab & Co.’s asset allocation models and research tools. The firm focuses on education and annual account reviews, with discretionary management generally handled by affiliated or third-party money managers.

George Georgiades is a financial advisor with Sanctuary Advisors, LLC, holding a Series 63 designation and over 39 years of industry experience. His career includes long tenures at Merrill and Bank of America, N.A. He serves on the board of Houston Livestock & Rodeo overseeing charitable activities and leads law enforcement support efforts with the 100 Club. Sanctuary Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, and charitable organizations. The firm supports independent investment adviser representatives through a variety of portfolio management options and employs multiple analytical approaches while acting as a fiduciary under advisory agreements.

Mark Cangelose is a financial advisor at Cambridge Investment Research Advisors with 34 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Cambridge Investment Research Advisors since 2018. In addition to his advisory role, he operates Cangelose Financial as an independent insurance agent and financial professional. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts by providing financial planning, investment management, and retirement plan advisory services through a network of independent financial professionals. The firm offers a range of investment solutions, including proprietary and third-party model strategies, with implementation available via multiple platforms and both discretionary and non-discretionary arrangements.

Renee Parrett is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2011 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broader set of financial product offerings, such as insurance-related vehicles and bank deposit sweep options.

Justin Reagan is a ChFC® credentialed financial advisor with 23 years of industry experience, currently affiliated with Raymond James Financial. His prior experience includes roles at THE O.N. Equity Sales Company and Ohio National Financial Services. He is also the owner of Chane Reagan Financial Services, a business focused on insurance and fixed products. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm provides non-discretionary planning and consulting through tailored analytical tools and supports institutional consulting and portfolio management across a large advisor network.

Richard Snowden is a financial advisor with Cetera who holds Series 63 and Series 65 credentials and has 33 years of industry experience. He previously worked at LPL Financial for 19 years before joining Cetera in 2018. Snowden serves as a board member of the Millican Reserve Municipal Utility District and is involved in financial oversight as a member of the finance committee at First Baptist Church in Bryan, Texas. Cetera Investment Advisers LLC is an SEC-registered firm that supports a network of over 10,000 advisors and serves a diverse client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and consulting services through multiple program structures and investment options.

Emily Duncan is a financial advisor at UBS Financial Services with 23 years of industry experience. She holds Series 63 and Series 66 designations and previously worked at Morgan Stanley and PCL Industrial Construction. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, supported by proprietary research and a broad platform of capital markets offerings.

Shana Elliott is a CFP® professional with 22 years of industry experience, currently serving as a financial advisor at Edward Jones since 2003. She is based in College Station, TX, and holds Series 63 and Series 66 licenses. Outside of her advisory role, she manages an LLC involved in franchising a color styling business called House of Colour. 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 network of more than 23,700 advisors and offers a range of investment strategies and affiliated financial services under a fiduciary standard.

Christina Sandusky is an Investment Management Consultant II at Fidelity Investments, where she has been employed since 2008. In her current role, she is committed to understanding clients' objectives and utilizing available resources to assist them and their families in working towards their financial goals. Her experience at Fidelity Investments includes positions as a Financial Consultant since 2022, Portfolio Specialist from 2018 to 2022, Client Management Representative in 2018, Workplace Planning and Guidance Consultant II from 2015 to 2018, Workplace Planning and Guidance Consultant I from 2013 to 2015, Non-Qualified Plan Service Lead from 2011 to 2013, and Defined Contribution Specialist I and II from 2008 to 2011. Christina holds insurance licenses in Arkansas and California.

Kinch Meyer Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and bringing 42 years of industry experience. His prior experience includes roles at Next Financial Group Inc, Gunnallen Financial, Inc., and Banc Of America Investment Services, Inc. He also manages a farm operation in College Station, TX. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of financial planning and investment management solutions, supported by technological tools and a broad non-advisory financial services platform.

Randall Mangum is a Series 66-registered financial advisor with Edward Jones in College Station, TX, where he has worked since 2008. He has 17 years of industry experience. Outside of his advisory role, he owns and operates a farming and ranching business focused on a cow/calf operation on his homestead in Somerville, TX. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard with a nationwide network of over 23,700 advisors.

Alexandria Becker is a financial advisor at Edward Jones with 11 years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a nationwide network of nearly 24,000 financial advisors.

William Hoffman is a financial advisor at OSAIC with 17 years of industry experience. He holds a Series 66 designation and previously worked at Securities America Advisors and Equitable Advisors. In addition to his advisory role, he operates Fries Financial Services, offering life insurance products to clients. OSAIC serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisors. The firm provides integrated brokerage and advisory services, utilizing various asset-allocation tools and third-party solutions to construct portfolios across multiple asset classes.

William Holcombe is a financial advisor with UBS Financial Services in College Station, TX, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Morgan Stanley and its Private Bank, as well as academic and educational work at Texas A&M University and Brazos Christian School. UBS Financial Services Inc. provides brokerage and investment advisory services to individual, corporate, and institutional clients, offering fee-based financial planning, portfolio management, and a range of investment products. The firm combines institutional trading capabilities with wealth management, using proprietary research and model-based asset allocations to tailor client plans.

Taylor Johnson is a financial advisor with OSAIC, holding Series 63 and Series 65 credentials and bringing 10 years of industry experience. Prior to joining OSAIC, Johnson worked at Securities America Advisors and SECURITIES AMERICA, inc. He is also involved with Fries Financial Services, a financial advisory business, and works as an independent travel agent and a real estate referral agent. OSAIC serves a diverse client base that includes individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and investment advisory services with a variety of platforms and tools to construct and manage portfolios across multiple asset classes.

Robert Cauthorn is a Series 66-credentialed financial advisor with eight years of industry experience, currently based in Bryan, Texas. He has been affiliated with Raymond James Financial since 2018 and is also the owner of Westex Bancorp. Additionally, he provides input and guidance at quarterly board meetings for Westex Bancorp. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutions. The firm emphasizes tailored, non-discretionary consulting using analytical tools and supports municipal and public-finance work alongside specialized advisory programs.