Didine Erskine is a CFP® professional with 10 years of experience in the financial services industry, currently affiliated with LPL Financial. Prior to joining LPL, Erskine worked at JP Morgan Chase Bank and Bank of America. In addition to advisory work, Erskine holds a position at Texas A&M University. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management access, and institutional platforms.

Demond Oliver is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and seven years of industry experience. His prior work includes roles at NYLIFE Securities LLC and New York Life Insurance Company, as well as over two decades of service with the City of Bryan, TX. He serves as a board member for the City of Bryan Zoning Board of Adjustment, the Civil Service Commission, and Hospice Brazos Valley. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers, supporting over 10,000 advisors and approximately $256 billion in assets under management.

Raymond Rhoades is a CFP® professional at Raymond James Financial with 28 years of industry experience. He has been with Raymond James Financial Services Advisors since 2009. Outside of his advisory role, he provides financial management and planning services as an independent contractor for Crossbridge Wealth Strategies, LLC, and he is the owner of Stewardship Partners LLC. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individual and high-net-worth clients, pension plans, corporations, and institutional clients. The firm employs tailored, non-discretionary planning and risk profiling tools and is notable for its municipal advisor affiliation and specialized SIMPLE IRA Employer Advisory & Consulting Services program.

Karen Danna is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 26 years of industry experience. She previously worked at Morgan Stanley and Morgan Stanley Private Bank for a combined 16 years. Outside of her advisory role, she serves as co-trustee for her parents’ investment-related trusts. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm uses research and analytics to evaluate investment options and provides a range of brokerage and advisory solutions.

Denise Fries is a financial advisor at Osaic Wealth, Inc. with 39 years of industry experience. She holds Series 63 and Series 65 credentials and has previously worked at Securities America Advisors, Inc. and Securities America, Inc. since 2008. Denise is also the owner of Fries Financial Services, where she sells insurance products and provides investment advisory services. Osaic Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, utilizing various tools and third-party solutions to construct and manage diversified portfolios.

Ethan Keene is a financial advisor with LPL Enterprise in College Station, TX. He holds the Series 65 and Series 63 licenses and began his advisory career in 2026. Prior to joining LPL Enterprise, he worked at Charles Schwab & Co., Inc. and Northwestern Mutual. LPL Enterprise provides investment advisory and brokerage services to a broad client base, including individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm’s approach is largely model-driven and includes financial planning, access to third-party asset managers, and participation in the Model Wealth Portfolios wrap program.

Troy Robie is a financial advisor with Thrivent Investment Management in Bryan, Texas, holding a Series 66 designation and 17 years of industry experience. He has been with Thrivent Financial for Lutherans since 2009 and Thrivent Investment Management since 2008. Outside of his advisory role, he serves as Employment Support Workforce Manager at BlueForge Alliance, a nonprofit focused on strengthening the submarine manufacturing sector through employment initiatives. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, offering comprehensive planning without discretionary trading authority. The firm emphasizes holistic, goal-based analyses and allows clients to integrate planning with managed-account programs under consolidated billing.

John Hoelscher is a financial advisor at Equitable Advisors with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Equitable Advisors since 2012, previously associated with AXA Advisors. Outside of his advisory work, Hoelscher is involved in his family’s fine furniture and appliance business as well as their cattle farming operations. Equitable Advisors serves a diverse client base, including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset management solutions through a network of Investment Adviser Representatives. The firm utilizes a variety of advisory programs and third-party managers and provides ERISA fiduciary services for qualified plans.

Travis Vollmering is a financial professional with 11 years of industry experience, currently affiliated with Cetera. He holds the Series 66 designation and has worked with firms including Securities America Advisors and OSAIC. In addition to his role at Cetera, he is involved with Burrows Capital Advisors, a financial services business. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform with discretionary and non-discretionary program options.

James West is a financial advisor with UBS Financial Services in College Station, TX, holding a Series 66 designation and 26 years of industry experience. He has worked with UBS since 1999 and previously with Painewebber Incorporated starting in 1998. Outside of his advisory role, he serves on a committee at Brazos Christian School, assisting with budget and forecasting matters. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining proprietary research and model-based asset allocations to tailor client plans. The firm integrates institutional trading capabilities with wealth management and provides a broad range of capital markets, custody, and advisory offerings.

George Carson is a financial advisor at Edward Jones in Bryan, TX, holding Series 63 and Series 65 licenses with 33 years of industry experience. He has been with Edward Jones since 2013. 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 and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Elizabeth Ramirez is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and bringing nine years of industry experience. Her prior experience includes roles at Capital One Advisors and Capital One Investing. Outside of her advisory work, she is an assistant service manager at HEB Grocery Store, where she manages and trains cashiers. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to support its recommendations.

Seth Williamson is a financial advisor at Merrill with a Series 66 designation and five years of industry experience. His work history includes roles at Merrill, Bank of America, N.A., Wells Fargo, and Lowes Home Improvement. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Scott Halliwell is a financial advisor with LPL Financial, holding the ChFC® designation as well as Series 66, Series 63, and Series 65 licenses. He has 19 years of industry experience, including roles at USAA, Charles Schwab, and Citizens Securities, Inc. Halliwell has also been associated with Texas A&M University and the USAA Educational Foundation during his career. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by extensive operational and research tools.

Kathy Vondergoltz is a financial advisor with Morgan Stanley who holds a Series 66 designation and has 17 years of industry experience. She worked at Merrill Lynch from 2007 to 2021 before joining Morgan Stanley Smith Barney LLC in 2021. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs to individuals and institutional clients, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses a structured planning process supported by firm-approved tools and modeling techniques.

David Bronstad is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has been with Thrivent and its affiliated entity, Thrivent Financial for Lutherans, since 2006. Outside of his advisory role, Bronstad serves as treasurer for Holy Cross Lutheran Church and holds leadership positions in local real estate investment and property management ventures. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on comprehensive, goal-based financial planning across a variety of topics without discretionary portfolio management.

Christopher Gray is a financial advisor with LPL Financial in College Station, TX, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His career includes roles at Citigroup Global Markets and Financial Advocates Advisory Services prior to his current tenure at LPL Financial. Outside of his advisory work, he is involved in content creation on a home-based basis. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

David Decker is a financial advisor at Raymond James Financial with 43 years of industry experience. He holds Series 63 and Series 65 designations and has worked with Raymond James Financial and its related entities since 1999. Outside of his advisory role, he manages the finances of his independent practice, Decker Financial Group. 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, corporations, and institutional clients. The firm provides tailored, non-discretionary planning and utilizes risk profiling and modeling tools to support client goals.

Reagan Browning is a financial advisor at Edward Jones in College Station, TX, holding a Series 66 designation with less than one year of industry experience. Prior to rejoining Edward Jones, Browning held roles at Hines Private Wealth Solutions LLC, Southern Glazers, HEXA Containment, Corebridge Capital Services, Inc., and Blue Baker. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a variety 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 23,000 advisors.

Kevin Severance is a financial advisor at Cetera with two years of industry experience. He holds a Series 66 designation and has previously worked at Fundamental Wealth Advisors and Briaud Financial Advisors. Severance also spent three years at Texas A&M University prior to his advisory career. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a large network of independent advisors and utilizes a multi-manager platform with diverse investment options.