Robert Neugebauer is a financial advisor with Merrill in College Station, TX, holding a Series 66 designation and eight years of industry experience. He has been with Merrill and Bank of America since 2016. Outside of his advisory role, he is involved in managing rental property businesses in the College Station area. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.

Matthew Chalmers is a financial advisor at Raymond James Financial with 20 years of industry experience. He holds Series 63 and Series 65 credentials and has been associated with Raymond James Financial Services Advisors Inc. since 2013. He operates under the DBA name Chalmers Wealth Advisors in College Station, TX. Raymond James Financial Services Advisors, Inc. provides 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 emphasizes tailored, non-discretionary planning and supports its services with comprehensive analytical tools and specialized programs such as municipal and SIMPLE IRA advisory services.

David Rhodes is a CFP®-designated financial advisor with over 31 years of industry experience. He is currently with Cetera, having joined the firm and its affiliated entities since 2019, and previously worked at Summit Financial Group for a decade. Outside of his advisory role, Rhodes serves as an elected board member for Brazos Valley Care, a nonprofit organization, and is involved with Texas A&M University in a charitable advisory capacity. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large network of over 10,000 independent 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 financial planning services through a multi-manager platform that provides access to affiliated and third-party managers across various program structures.

Angela Gray is a financial advisor at UBS Financial Services with 23 years of industry experience. She has been with UBS since 2009 and holds a Series 66 designation. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary capital market assumptions and research to tailor portfolio strategies. The firm combines institutional trading capabilities with wealth management services, providing a broad range of financial products and advisory solutions.

Mark Symm is a financial advisor at Charles Schwab with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Capital Advisors, Inc., Minshall & Company Inc., and Quasar Distributors, LLC. Outside of advising, he is the sole member of a family-owned real estate coordination business. Charles Schwab serves predominantly high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary investment guidance and access to discretionary separately managed accounts, supported by a multi-asset model portfolio approach and centralized operational structure.

Jacquelyn Willett is a financial advisor at Edward Jones in College Station, TX, with four years of industry experience. She holds the Series 66 designation and has worked at Edward Jones since 2018, with prior experience at Cavender's and Pebble Creek Country Club. Outside of her advisory role, she participates as a taster for Brazos Valley Vodka Company. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages over $1 trillion in assets and offers a range of advisory programs, investment solutions, and affiliated services through a nationwide network of financial advisors and branch offices.

Brenda Lehmann is a CFP® professional affiliated with Edward Jones, where she has worked since 2009 and has 16 years of industry experience. She is based in College Station, TX. Outside of her advisory role, she is involved in managing and owning several real estate entities. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including various types of households and organizations. The firm manages over $1 trillion in assets through a nationwide network of more than 23,700 financial advisors and offers a range of advisory programs and investment strategies under a fiduciary standard.

Nan Reichel is a financial advisor at Cetera with 29 years of industry experience. She has worked with Cetera Investment Services LLC since 1997 and was previously employed at Prosperity Bank for nine years. Reichel holds a Series 63 designation. Cetera Investment Advisers LLC is an SEC-registered firm that serves a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management options, including model portfolios, third-party managers, and bespoke strategies.

Jacy Urquhart is a financial advisor at Stifel with four years of industry experience and holds the Series 66 designation. Prior to joining Stifel in 2021, Jacy held positions at Texas A&M University’s Office of Admissions and the Center for Executive Development at Mays Business School. Jacy also serves as a Texas Public Notary. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services based on proprietary investment methodologies developed by its Investment Strategy Group.

Justin Munsey is a financial advisor at Edward Jones in Bryan, Texas, holding a Series 66 designation with 17 years of industry experience. He has been with Edward Jones since 2008. Outside of his advisory role, Munsey is involved in several oil and gas mineral ownership ventures. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over $1 trillion in assets under management and a nationwide network of more than 23,000 financial advisors. The firm offers a range of advisory and investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and tax-efficient services.

Joseph Boring Jr. is a financial advisor with Edward Jones in Bryan, TX, holding the ChFC® designation and Series 66 license. He has 26 years of industry experience, with 24 years at Edward Jones since 2002. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and affiliated products, with approximately $1.01 trillion in assets under management supported by a nationwide network of 23,701 financial advisors.

Spencer Williamson is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses and three years of industry experience. Prior to joining Schwab, he worked at TD Ameritrade and Cole Martin Insurance. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts, offering multi-asset model portfolios and alternative investment options.

Dwight Arnold is a financial advisor with Raymond James Financial in Bryan, Texas, holding Series 66 and Series 63 credentials and bringing 28 years of industry experience. He has been associated with Raymond James Financial since 2001 and operates a CPA tax practice under Dwight W. Arnold, CPA, P.C. In addition to his advisory role, he is involved in the sale of term insurance and is a partner in a business owning a former office building for his practice. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional investors. The firm employs fact-finding and risk profiling tools to deliver tailored non-discretionary planning and supports advisory programs with technology-driven resources, including artificial intelligence and municipal advisory services.

William Hughes is a financial advisor at UBS Financial Services with five years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley and Equitable Advisors. UBS Financial Services Inc. serves individual, corporate, and institutional clients offering brokerage and investment advisory services, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management, utilizing proprietary research and model-based asset allocation to tailor plans to client goals.

Elisabeth Mc Carty is a Series 66 licensed financial advisor at Charles Schwab with two years of industry experience. Her prior work history includes roles at PennyMac, New Rez, Amarillo National Bank, University Title Company, Half Price Books, and Prosperity Bank. Charles Schwab serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm offers a blend of non-discretionary and discretionary investment solutions supported by multi-asset model portfolios and a centralized operational structure.

Laura Dillon is a financial advisor with UBS Financial Services in College Station, TX, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. She has been with UBS since 2009. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor advice to client goals.

Ryan Ullmann is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and nine years of industry experience. He has worked at Cetera since 2018 and previously held roles at Thrivent Financial and Thrivent Investment Management Inc. Outside of his advisory work, Ullmann serves as vice president at Fundamental Wealth Advisors, coaches at Twelve Baseball Academy, and is active in community organizations including chairing the board of Bethel Lutheran Church Preschool and serving on the board of the College Station Education Foundation. Cetera Investment Advisers LLC provides a multi-manager platform offering portfolio management, financial planning, and consulting services to a diverse client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm supports a wide range of investment strategies through affiliated and unaffiliated managers, serving over 10,000 advisors and approximately 800,000 clients.