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.

Brian Cobb is a financial advisor with Edward Jones in College Station, TX, holding Series 63 and Series 66 credentials and over 27 years of industry experience. He has been with Edward Jones since 1998. Outside of his advisory role, he serves as president and director of Mibell Minerals, Inc., and is involved in various family partnerships and trusts related to farming, ranching, and mineral investments. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Douglas Pittman is a financial advisor at Edward Jones with two years of industry experience. He holds the Series 66 designation and previously worked at City Bank for seven years and Commerce National Bank for one year. Edward Jones is a full-service wealth management firm serving both individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.

Henry Goodwin is a financial advisor with Merrill based in College Station, TX, holding a Series 63 designation and over five decades of industry experience. He has been affiliated with Merrill Lynch, Pierce, Fenner & Smith Inc. since 1972 and with Bank of America since 2009. Outside of his advisory role, he is a passive shareholder in Inbuilding Services Corporation, an information technology solutions company. 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 a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Paul Bullard is a financial advisor at Edward Jones in College Station, TX, holding Series 66 and Series 63 licenses with one year of industry experience. Prior to joining Edward Jones in 2025, he worked five years at MedInc of Texas and fourteen years at Stryker. Outside of his advisory role, Bullard consults and coaches at CST Baseball, a local baseball academy. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of investment strategies and maintains an extensive network of advisors and branch offices nationwide.

Steven Kim is a financial advisor at LPL Financial with 19 years of industry experience. He has held positions at LPL Financial since 2012 and previously worked at Edward Jones from 2007 to 2012. He holds the Series 66 designation. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by extensive operational and research tools.

Nicholas Cangelose is a Series 66-credentialed financial advisor at Cambridge Investment Research Advisors with one year of industry experience. His prior work includes roles at Sturdy Corporation, Blackline Building, LLC, GAF Materials Corporation, and Starbucks. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement advisory services through a network of independent financial professionals using various portfolio management and model-based solutions.

Mark Bayliss is a financial advisor with Morgan Stanley in College Station, TX, holding a Series 63 designation and 38 years of industry experience. His career includes roles at Merrill and Bank of America before joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC in 2021. He is also actively involved as an executor or co-executor for estates in the College Station area. Morgan Stanley Wealth Management serves both individual and institutional clients with a variety of advisory programs, including customized financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and market return estimates.

Charlee Miller is a Wealth Management Advisor at Merrill Lynch Wealth Management and a CERTIFIED FINANCIAL PLANNER® professional. She joined Merrill Lynch in 2012 and brings a commitment to understanding her clients' life priorities to her advisory role. Charlee works to develop personalized wealth management strategies that align with her clients' goals and values, focusing on areas such as college education planning, family wealth management, legacy planning, retirement planning, small business strategies, socially responsible investing, and tax minimization. Before joining the financial services industry, Charlee spent eight years working in women's college basketball at Texas A&M University, where she culminated her career by winning the 2011 NCAA National Championship. She holds a Bachelor's degree from Southern Methodist University and is also a Personal Investment Advisor (PIA). Her professional approach emphasizes clear communication, personalized service, and ongoing financial education. Charlee is involved in her community, including supporting the American Red Cross. She and her husband, along with their three daughters, actively participate in the Bryan-College Station community, supporting Texas A&M Athletics and their daughters' activities. Her personal interests include baseball, basketball, dancing, football, golfing, hiking, photography, running, spending time with family, and traveling.

Greta Messarra Woodward is a financial advisor with LPL Financial in Bryan, TX, holding a Series 66 designation and bringing 24 years of industry experience. Her prior roles include positions at Edward Jones, Wells Fargo Clearing, Voya Financial Partners, Cetera Investment Services, and Merrill. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by extensive operational and research tools.

Monty Holcombe is a financial advisor with UBS Financial Services in College Station, TX, holding a Series 66 designation and bringing 25 years of industry experience. He previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney for a combined 16 years before joining UBS in 2025. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client plans.

Warren Reichel is a CFP® and Series 66 registered financial advisor with 10 years of industry experience, currently serving at Cetera in Bryan, TX since 2016. Prior to Cetera, he worked at Prosperity Bank for one year. He also holds a vice president position at Fundamental Wealth Advisors, a DBA affiliated with Cetera. Cetera Investment Advisers LLC is an SEC-registered advisory firm that supports a nationwide network of independent advisors, serving a diverse client base including individuals, retirement plans, and institutional accounts through a multi-manager platform offering a range of portfolio management and financial planning services.

Bradley Muchow is a financial advisor with Raymond James Financial in Bryan, TX, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has worked with Prosperity Private Investments since 2019 and has been associated with Raymond James Financial Services since 2016. Muchow also serves as a bank officer at Prosperity Bank, where he has held a role since 2005. 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 institutions. The firm offers tailored non-discretionary planning and encourages clients to implement recommendations through its advisory programs or other providers, supporting a broad network of advisors and affiliated firms.

Peter Greaves is a financial advisor at Raymond James Financial with 30 years of industry experience. He has worked at various Raymond James entities since 1996 and previously at Linsco/Private Ledger Corp. He also serves as an independent contractor financial advisor for Crossbridge Wealth Strategies, LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, institutions, and charitable organizations, offering tailored non-discretionary planning supported by advanced analytical tools.

Kavon Novak is a financial advisor with LPL Financial in Caldwell, TX, holding Series 63 and Series 65 licenses and having 28 years of industry experience. He previously worked at Ameriprise for nine years before joining LPL Financial in 2007. Novak serves on nonprofit boards, including the Brazos Valley Council of Governments and the City of Caldwell. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Brooke Schernik is a Series 66–licensed financial advisor at Edward Jones with seven years of industry experience. She has worked at Edward Jones since 2019 and previously spent eleven years at Stratus Properties. 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 programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Tracy Coker is a financial advisor at Edward Jones with 17 years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Bret Dark is a financial advisor at Edward Jones in Bryan, TX, holding a Series 66 credential with 13 years of industry experience. He has been with Edward Jones since 2013. Outside of his advisory role, he is involved in agricultural ventures including egg production and pork farming, and holds ownership interests in commercial office properties. 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, fiduciary advisory services, and affiliated financial products, supported by a nationwide network of over 23,000 advisors and 15,000 branch offices.