Allan Dunlap is a financial advisor at Lincoln Investment with 39 years of industry experience. He holds a Series 63 designation and has worked with Capital Analysts, Incorporated since 1995 and Fidelity Union/Allianz Life Insurance since 1975. Outside of his advisory work, he is a general agent and producer in the insurance field. Lincoln Investment Planning, LLC serves a broad range of clients including individuals, high-net-worth investors, trusts, charities, and retirement plans, with a notable history of working with educators and participants in 403(b) and 457(b) programs. The firm offers financial planning, portfolio management, and advisor-led consulting supported by an in-house Investment Management & Research team and third-party managers.

Carl Durden is a financial advisor with VOYA Financial Advisors, Inc. He holds the CFP® designation and has 21 years of industry experience. Prior to his current role, he worked at Kestra Advisory and Kestra Investment Services. Durden serves as a visiting assistant professor at Texas A&M University and is the founder of Talking Cents LLC, a company focused on training new financial professionals. VOYA Financial Advisors serves individual and institutional clients, including retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm provides financial planning, portfolio management, and plan-sponsor consulting through various program structures, primarily offering non-discretionary recommendations.

Victoria Greene is a financial advisor with Sanctuary Advisors, LLC, holding a Series 66 designation and 18 years of industry experience. Her prior experience includes roles at Bank of America and Merrill. She serves as an advisory board member for Texas A&M University's Master's in Finance program and is president of the Houston Culver Club alumni chapter. Greene is also a founding partner and CIO of 6 Degrees Wealth, a partnership that acquires new practices and supports retiring advisors. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base including individuals, corporations, pension plans, and charitable organizations through a network of over 400 independent investment adviser representatives. The firm offers portfolio management, retirement plan consulting, and employs various analytical approaches, acting as a fiduciary under written agreements.

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.

Troy Hendricks is a financial advisor with GWN Securities Inc. in College Station, TX, holding Series 63 and Series 66 licenses and bringing 37 years of industry experience. He has been with GWN Securities since 2016 and has operated Hendricks Financial Services, Inc. since 2005, where he is also a registered representative and insurance agent. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients, including high-net-worth individuals. The firm offers discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios, employing a range of investment strategies including legacy market-timing and momentum-based approaches.

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.

Courtney Phelps is a financial advisor with PNC Wealth Management in College Station, TX, holding a Series 66 designation and 11 years of industry experience. She previously worked at Wells Fargo Advisors in various roles from 2013 to 2024 before joining PNC Investments LLC. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio strategy platform for employees. The firm employs algorithm-driven risk assessment and delegates portfolio implementation to third-party managers, focusing on mutual funds and ETFs with annual rebalancing.

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.

James Turnbo is a Series 66 credentialed financial advisor with 15 years of industry experience. He has been with Edward Jones since 2010 and is based in College Station, Texas. 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 and offers a range of discretionary and non-discretionary investment strategies, along with affiliated mutual funds, overlay and tax-efficient services, and operates under a fiduciary standard.

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.

Susana Bee is a financial advisor with J.P. Morgan Securities in College Station, TX, holding Series 63 and Series 65 licenses and having two years of industry experience. Prior to joining J.P. Morgan Securities in 2026, she worked at Wells Fargo for nine years. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset-allocation advice, investment manager searches, and customized performance reporting through its Institutional Consulting Services program. The firm combines quantitative modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Elizabeth Cobb is a financial advisor at Edward Jones with a Series 66 credential and one year of industry experience. Prior to joining Edward Jones, she held roles in education and entrepreneurship, including positions at Revolution Academy and Indigo Child Salon. She is also involved in community organizations such as the Young Professionals Chamber of Commerce and the Junior League in Bryan, TX. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs, discretionary and non-discretionary strategies, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates through a large network of financial advisors and branch offices nationwide.

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.