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.

Douglas Hancock is a financial advisor with J.P. Morgan Securities in College Station, TX, holding Series 63 and Series 65 licenses and four years of industry experience. His prior roles include positions at Wells Fargo Bank, NA, Regions Financial, and Jpmorgan Chase Bank, N.A. Outside of his advisory career, he has experience working with CEE Prep Course and Cypress Shock. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Patrick Mc Mahon is a Series 66-licensed financial advisor with Edward Jones in Navasota, TX, with seven years of industry experience. Before joining Edward Jones in 2019, he worked for five years at Texas A&M Agrilife Research. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.

Derrick Formby is a financial advisor with LPL Enterprise, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. His career includes roles at The Prudential Insurance Company of America, Pruco Securities, LPL Financial, First National Bank - Bastrop, and Edward Jones. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities through a large network of investment adviser representatives. The firm uses a model-driven approach to investment implementation, offering financial planning, access to third-party asset managers, and participation in wrap programs.

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 Ashcraft is a CFP® professional with 15 years of industry experience, currently serving as a financial advisor at Edward Jones since 2010. He holds the Series 66 designation and operates out of College Station, TX. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment strategies, supported by a large national network of advisors and branch offices.

Deborah Starnes is a financial advisor with Primerica Advisors in College Station, TX, holding Series 63 and Series 65 credentials and nine years of industry experience. Her prior work includes positions at PFS Investments Inc. and Texas A&M University. She also has involvement in sales of investment-related products and home-related services through affiliated companies. Primerica Advisors sponsors and manages a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm operates at scale with a model-driven investment approach supported by third-party asset managers and offers a range of strategic, tactical, and income-focused model portfolios.

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.

Ryan Johnson is a financial advisor at Merrill in College Station, TX, with six years of industry experience. He holds a Series 66 designation and has worked at both Merrill and Bank of America since 2017. Prior to his advisory career, he was employed at the University of Kentucky and San Jacinto College. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

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.

Vernon Ullmann is a financial advisor with Cetera, holding a Series 63 designation and 35 years of industry experience. He has been with Cetera since 2014 and previously worked at Prosperity Bank for nine years. Outside of his advisory role, Ullmann serves as president of the Rotary Club Aggieland and participates on the boards of the Rotary Club and the Aggieland Humane Society Pet Shelter. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services with multiple program structures and access to third-party managers.

Robert Putz Jr. is a Wealth Management Advisor with Merrill Lynch Wealth Management, where he has built a career over 27 years. He works with a small number of families and closely held businesses, assisting in the organization and management of their financial matters. His focus areas include private money management, structured investments, private placements, hedge funds, and commodity trading advisors. He collaborates closely with clients' attorneys and certified public accountants to address estate and tax minimization strategies. Mr. Putz holds several professional designations including the Certified Investment Management Analyst (CIMA), Chartered Retirement Planning Counselor (CRPC), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He earned a Bachelor's Degree from Texas A&M University in 1983. He is also a certified member of the Merrill Special Needs Advisory Network. In addition to his professional work, Mr. Putz serves on the Board of Advisors for the Salvation Army Bryan/College Station and has held leadership roles in the Bryan ISD Education Foundation, 12th Man Foundation, Boy Scouts of America, and the Texas Agricultural Aviation Association. He is a member of various organizations including the Texas Aggie Band Association, Brazos County A&M Club, American Bonanza Society, and Aircraft Owners and Pilots Association. He and his wife, Rhonda, are active members of Christ Methodist Church in College Station, Texas.