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.

Robert La Tourette is a financial advisor at Edward Jones in College Station, TX, holding a Series 66 designation. He joined Edward Jones in 2025 after seven years with College Station ISD and four years with Bryan ISD. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of investment advisory strategies and affiliated financial products through a large nationwide network of advisors and branch offices.

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.

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.

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.

Jessica Harman is a financial advisor with Edward Jones in College Station, TX, holding a Series 66 designation and six years of industry experience. She has worked at Edward Jones since 2019 and previously held roles at Industry Bancshares from 2016 to 2019. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, all delivered through a nationwide network of more than 23,700 financial advisors.

Denise Fries is a financial advisor with OSAIC based in Bryan, TX, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. She has previously worked at Securities America Advisors, Inc. for 16 years and has owned Fries Financial Services since 1984, where she sells insurance products for financial protection and estate planning. OSAIC serves a wide range of clients including individuals, high-net-worth investors, pension plans, corporations, and charities through an extensive network of advisers and advisory platforms, offering integrated brokerage, investment advisory services, and access to third-party money managers. The firm employs various asset-allocation tools and portfolio management techniques across multiple investment types.

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.

Jeffrey Paine is a financial advisor with Mass Mutual Investors Services in College Station, TX, holding Series 63 and Series 66 licenses and having 27 years of industry experience. He has been with MML Investors Services, Inc. since 1999 and Massachusetts Mutual Life Insurance Company since 1998. Outside of his advisory work, he engages in motivational speaking on Christian topics for sports-related groups. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes ongoing collaborative planning relationships and offers specialized programs including estate settlement and employer-sponsored planning.