Joshua Landman is a financial advisor with Edward Jones in College Station, TX, holding the CFP®, ChFC®, and Series 66 designations. He has 13 years of industry experience and has been with Edward Jones since 2012. Outside of his advisory role, he serves as president of 1142 Midtown Ventures, LLC, an entity related to managing office property. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad offering that includes discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and supports over 23,700 financial advisors nationwide.

James Bayliss is a CFP® with 14 years of industry experience, currently with Morgan Stanley in College Station, TX. His prior roles include positions at Bank of America and Merrill Lynch. Outside of his financial advisory work, he manages rental property investments. Morgan Stanley Wealth Management offers a wide range of advisory programs for both individual and institutional clients, utilizing structured financial planning tools and a variety of investment products.

Kreg Urquhart is a financial advisor at Stifel with 29 years of industry experience. He holds a Series 63 designation and has worked at Stifel Nicolaus & Co Inc since 2021, following a 12-year tenure with UBS Financial Services Inc. Stifel serves a wide range of clients, including individuals, institutional investors, and charitable organizations, offering both brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group, which supports asset allocation and financial planning through forward-looking capital market assumptions and probabilistic modeling.

Terrance Smith is a financial advisor with Charles Schwab and Co., Inc. based in College Station, Texas. He holds Series 65 and Series 63 licenses and has three years of experience in the industry, including his current role at Charles Schwab. Outside of finance, he is a co-owner of Sawed-Off CrossFit, a gym where he assists with day-to-day operations. Charles Schwab serves a large and primarily high- and ultra-high-net-worth client base through its Schwab Wealth Advisory program, offering a combination of brokerage, custodial, and advisory services. The firm’s investment approach includes multi-asset model portfolios, a mix of non-discretionary and discretionary advisory relationships, and a structured alternative-investment program.

Ronald Gay is a Series 66-credentialed financial advisor at Cambridge Investment Research Advisors with 17 years of industry experience. He has worked at several firms, including Ims Financial Advisors and Calton & Associates. Outside of his advisory role, he is active in community organizations such as the College Station Noon Lions Club, where he serves as president of the endowment, and holds leadership roles in the Knights of Columbus and alumni associations related to Sam Houston State University. Cambridge Investment Research Advisors is an SEC-registered firm serving a diverse client base including individuals, pension plans, and charitable organizations. The firm offers financial planning, investment management, and retirement-plan advisory through a network of independent professionals using a variety of portfolio management and advisory platforms.

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.

Stacey Parks is a financial advisor with Merrill, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. She has been with Merrill since 2005. 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 strategies for a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

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.

Wade Myatt is a Senior Financial Advisor at Merrill Lynch Wealth Management. He has been in the financial services industry since 1997 and joined Merrill Lynch in 2012. Wade focuses on developing strategies for high-net-worth individuals, their families, and their businesses to help them pursue their short- and long-term financial goals. His areas of expertise include education planning, family wealth management, retirement planning, portfolio management, socially responsible and values-based investing, as well as strategies tailored for women, sports and entertainment professionals, and corporate clients. Wade's approach to wealth management is consultative. He takes time to listen to each client's financial situation, preferences, and goals before offering asset allocation recommendations that reflect their income and growth objectives. He follows up with discussions covering investments, retirement, estate planning, and philanthropic services. As a specially qualified Senior Portfolio Advisor, he builds and manages custom investment strategies using Merrill Lynch model portfolios and third-party strategies. In the firm's Investment Advisory Program, he can manage strategies on a discretionary basis. He holds the Chartered Retirement Planning Counselor (CRPC) designation and the Personal Investment Advisor (PIA) credential. Wade earned a Bachelor of Science degree in Psychology from Texas A&M University. He enjoys spending time with his family, including his wife Yolanda, children Zachary and Joshua, his wife Amber, and granddaughters Malina, Cecilia, and Colette. Wade and his team are involved with local communities and charitable organizations such as Habitat for Humanity.

Amy Schielack is a Senior Financial Advisor at Merrill Lynch Wealth Management. She has over 20 years of experience in the insurance and financial services industry, focusing on wealth management and financial planning tailored to the unique goals of her clients. Amy's services include retirement and income planning, financial modeling, cash flow analysis, risk assessment and management, and portfolio management services. Amy began her career in the insurance and financial services sector as a senior in high school and later opened her own State Farm agency practice in Austin, Texas. She holds several professional designations, including Chartered Financial Consultant (ChFC), Certified Divorce Financial Analyst (CDFA), CERTIFIED FINANCIAL PLANNER (CFP), Chartered Life Underwriter (CLU), and Personal Investment Advisor (PIA). Amy earned her bachelor's degree from Texas A&M University and obtained a Certificate in Nonprofit Leadership from The Bush School at Texas A&M in 2021. Amy is actively involved in her community, including participation with the Junior League of Bryan/College Station and Long Way Home Adoptables. Outside of her professional life, she enjoys cooking, dancing, football, music, and spending time with her husband Greg and their two children. Her family embraces outdoor activities such as fishing, camping, Jeeping, and riding four-wheelers.

Timothy Johnson is a Senior Resident Director and Wealth Management Advisor with Merrill Lynch, where he has been serving clients since 2009. He focuses on providing disciplined and personalized financial strategies tailored to meet each client's unique needs and priorities. His expertise includes college education planning, family wealth management, legacy planning, managing new wealth, personal retirement planning, and investment consulting for defined contribution plans, among other specialized services. Tim graduated with a bachelor's degree from Texas A&M University and holds the Professional Investment Advisor (PIA) designation. He is part of Johnson Parks & Associates, a financial strategies team that works with families and corporate executives from industries such as oil and gas, insurance, and higher education to prepare long-term financial plans addressing retirement, education, and unforeseen personal and business challenges. Residing in College Station with his wife Sharon and their two children, Haley and Ryan, Timothy spends his free time engaged in cooking, reading, and participating in the Bryan/College Station community.

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.

Lucas Coffey is a financial advisor at Edward Jones in College Station, TX, holding CFP®, ChFC®, and Series 66 designations with 13 years of industry experience—all of which has been with Edward Jones since 2013. Outside of his advisory role, he serves as Master of Ceremonies for a social organization, Sul Ross Lodge 1300, in College Station. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of investment advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm is notable for its extensive national network of advisors and branch offices, as well as affiliated capabilities such as a trust company and securities-based lending options.

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.

Joaquin Cervantes III is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. He has worked at J.P. Morgan Securities LLC and JPMorgan Chase Bank since 2019, following seven years at Wells Fargo Clearing and ten years at Wells Fargo Bank. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm delivers advisory services alongside affiliated brokerage, distribution, and investment management capabilities.