Milton Doremus is a financial advisor at FWM Partners with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including LPL Financial LLC and CoreCap Investments. Doremus is also a licensed insurance agent involved in the sale of life and related insurance products. FWM Partners provides discretionary portfolio management, retirement-plan consulting, and standalone financial planning to individuals, high-net-worth clients, trusts, and business entities. The firm uses fundamental analysis and Modern Portfolio Theory to tailor investment strategies and offers services as both a limited-scope 3(21) fiduciary and a full 3(38) investment manager for qualified retirement plans.

Edith Moreno is a financial advisor at M.C. Byrd Wealth Management, LLC in Bellville, TX, holding a Series 65 designation with seven years of industry experience. She has been with M.C. Byrd Wealth Management since 2016 and previously worked at Rainbow Litho from 2010 to 2016. M.C. Byrd Wealth Management provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and foundations. The firm uses model-driven portfolios across various risk profiles, combining in-house models with third-party managers, and maintains a defined retirement-plan practice serving 401(k) and 403(b) arrangements.

Hi, I’m Jay Boekeloo, CFP®, Founder & Lead Advisor of High Note Financial LLC, a fee-only fiduciary financial planning and investment management firm based in Ridgefield, Washington, serving clients locally and nationwide. I believe true wealth is about more than just the money you accumulate - it’s about creating the freedom to spend your life on what matters most. More time with the people you love, greater freedom to pursue what fulfills you, and the confidence to make decisions with intention. Or, as we call it... <b>living life on a High Note™.</b> I specialize in helping retirees and near-retirees, business owners, and entrepreneurs bring the different pieces of their financial lives together. Rather than focusing solely on investments, I take a comprehensive approach that includes retirement planning, investment management, tax planning, estate planning, Social Security and Medicare strategies, risk analysis, and business planning. Using High Note Financial’s 6-STEPP Framework™, I combine financial planning with behavioral coaching and principles of financial therapy to help clients make more intentional financial decisions, build wealth with purpose, and create greater freedom to pursue the things that genuinely matter to them. Before becoming a financial planner, I worked as a professional studio musician and songwriter. That experience taught me to listen deeply, understand the story behind the person, and approach problems creatively—skills that continue to shape the way I work with clients today. When I’m not helping clients live life on a High Note, you’ll usually find me playing baseball with my wife and son, training in martial arts, writing and recording music, or exploring somewhere new. <br> <b>Qualifications & Recognition</b> • Master’s Degree in Personal Financial Planning • Graduate Certificate in Financial Therapy • Recognized by ETF.com as a Top 100 Advisor in the U.S. (2024) • Co-Host of the <em>For The Wealth Of It</em> Podcast <br> <b>A Few Things About Me</b> • Born in Adelaide, South Australia • Former professional musician who co-wrote <i>Magnet</i> by KSA, a viral hit in India • Have an uncanny ability to communicate with primates at the zoo

Paul Clark is a CFP® and ChFC® with 26 years of industry experience. He is affiliated with Fairbanks Financial Wealth Management in Brenham, TX, and has been with MitchellClark & Company since 1976. Fairbanks Financial Wealth Management advises individuals, corporate pension and profit-sharing plans, trusts, estates, charitable institutions, and business entities on investment management and comprehensive financial planning. The firm employs a multi-manager, multi-style approach and integrates tax, insurance, and employee-benefit planning alongside investment advice.

Katherine Chatmon is a financial advisor with Fairbanks Financial Wealth Management in Brenham, TX, holding a Series 65 designation and one year of industry experience. Her prior work includes roles in education and nonprofit organizations such as Alabama Clinical Schools and Youth Villages. Fairbanks Financial Wealth Management serves individuals, including high-net-worth clients, as well as corporate pension plans, trusts, and charitable institutions, providing investment management and comprehensive financial planning. The firm emphasizes portfolio manager selection, asset allocation, and integrates tax, estate, and employee-benefit planning into its advisory services.

William Pier is a financial advisor at Barton Financial Group LLC with a Series 65 credential and one year of industry experience. He previously worked at New York Life Insurance Company and St. Mary's Catholic Center. Barton Financial Group serves individuals, employer plan sponsors, charitable organizations, and small businesses, providing discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a strategic asset allocation approach combining passive and active vehicles, emphasizes long-term holding periods, and integrates institutional technology and model resources to tailor portfolios to client goals and risk tolerance.

Monte Byrd is a financial advisor at M.C. Byrd Wealth Management, LLC with 28 years of industry experience. He holds the ChFC® and Series 63 designations and has been with his current firm since 2009. Byrd also operates as an independent insurance agent and is involved in estate planning through the M.C. Byrd Company. M.C. Byrd Wealth Management provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and foundations. The firm uses model-driven portfolios across various risk profiles, combining in-house models with third-party manager solutions, and maintains a defined retirement-plan practice serving 401(k) and 403(b) arrangements.

Caleb Byrd is a financial advisor at M.C. Byrd Wealth Management, LLC with 10 years of industry experience. He holds a Series 65 designation and has been with M.C. Byrd Wealth Management since 2016. M.C. Byrd Wealth Management provides discretionary and non-discretionary investment management, financial planning, and retirement-plan advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and foundations. The firm employs model-based portfolios across a range of risk profiles and actively monitors holdings to replace underperforming managers, serving several hundred client accounts with a multi-hundred million dollar asset base.

Brooke Huckert is a Series 65-licensed financial advisor at Virtue Capital Management, LLC with six years of industry experience. She previously worked at Lifestyle Asset Management, Inc. and has been associated with VDR Financial since 2014, where she also serves as a sales associate and insurance agent. Virtue Capital Management, LLC is an SEC-registered enterprise adviser managing approximately $1.2 billion in discretionary assets across about 90 advisers and more than 4,000 clients. The firm offers discretionary portfolio management, financial planning, third-party manager selection, ERISA consulting, and pre-retiree education, utilizing a model-driven approach with strategic and tactical strategies primarily through mutual funds and ETFs.

Janice Lavin is a financial advisor at Blackridge Asset Management, LLC with 33 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Next Financial Group Inc. for 12 years. Blackridge Asset Management provides financial planning, investment management, and consulting services to individuals, high-net-worth clients, trusts, estates, corporations, retirement plans, and charitable organizations. The firm utilizes model-based portfolio management and an online platform to deliver tailored financial solutions, with many client accounts managed through an affiliated turnkey asset management platform.

James Pheney is a financial advisor at NewEdge Advisors with 37 years of industry experience. He holds a Series 63 designation and has worked at multiple firms, including Williams Financial Group and Mid Atlantic Financial Management. Pheney is also CEO and co-owner of Plum Creek Investment Services Inc., an investment-related business focused on wealth management. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a broad network of independent advisers. The firm offers diverse portfolio management and consulting services, combining in-house manager selection with third-party models and utilizes technology tools and centralized due diligence for ongoing monitoring.

Paula Smith is a financial advisor with Principal Financial Services, holding Series 63 and Series 65 licenses and possessing 22 years of industry experience. She has been with Principal Securities Inc. since 2003 and also maintains a longstanding role with Principal Life Insurance Company dating back to 1995. Outside her advisory work, she is the owner of a farm in New Ulm, TX, managed by her husband. Principal Securities provides brokerage and registered investment advisory services to a wide range of clients, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel abroad. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions under various arrangements.

Taylor Starnes is a financial advisor at Edward Jones with seven years of industry experience. He has worked at Edward Jones since 2018 and previously was employed at Mattress Firm from 2016 to 2018. He holds a Series 66 designation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

Amy Kaase is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and 16 years of industry experience. She has worked with Avantax Advisory Services and various affiliated entities for over a decade and currently manages the client service and operations team at DB Wehring Wealth LLC. Outside of advisory work, she sells fixed indexed annuities through multiple carriers. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts through a multi-manager platform offering discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers. The firm manages over $256 billion in assets with a network of more than 10,000 advisors nationwide.

Casey Henly is a financial advisor at Thrivent Investment Management with seven years of industry experience. He has worked with Thrivent since 2018 and previously worked at Producers Cooperative Association from 2015 to 2018. Henly serves on the City of Brenham Police Department Training Advisory Board and participates in staffing for local CrossFit competitions. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers goal-based planning across multiple financial topics without discretionary trading authority and combines planning with managed-account programs under a consolidated billing option.

Ryan Aschenbeck is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 65 credentials and 26 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Outside of his advisory role, he manages a cow-calf operation and serves as council chairman for St. Paul Lutheran Church of Shelby, in addition to participating on a committee focused on shared ministry among rural Lutheran churches. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning covering topics such as retirement, tax, estate, and business continuation, delivered without discretionary trading authority and with periodic reviews.

Gerrald Giblin is a financial advisor with Osaic Wealth, Inc., holding Series 63 and Series 66 licenses and 32 years of industry experience. He has been with Osaic since 2023 and previously worked with FSC Securities Corporation for 20 years and co-founded Sandeen & Giblin in 2003. In addition to his advisory role, he serves as a trustee and vestry member for St. Peter's Episcopal Church in Brenham, TX, and is an advisory board member of the Brenham Housing Authority. Osaic Wealth, Inc. serves a diverse client base including retail and institutional investors through a large network of affiliated advisors. The firm offers integrated brokerage and investment advisory services with a broad range of portfolio construction tools and third-party solutions.

Katie Matthews is a financial advisor at Edward Jones with 12 years of industry experience. She holds the Series 66 designation and 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 provides a range of investment strategies, tax-efficient services, and affiliated capabilities, operating under a fiduciary standard.

Rachel Nordt is a financial advisor at Edward Jones in Brenham, TX, holding a Series 66 designation with six years of industry experience. She has been with Edward Jones since 2009 in various capacities. In addition to her advisory role, she manages Nordt Three LLC, an entity created for a branch lease. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients and managing approximately $1.01 trillion in assets. The firm offers a range of advisory programs and investment options, operating under a fiduciary standard and supported by a nationwide network of over 23,000 financial advisors.

Floyd Robinson is a financial advisor with Morgan Stanley, holding a Series 63 designation and bringing 58 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he is a partner in a family real estate investment partnership in Texas. Morgan Stanley Wealth Management serves individual and institutional clients by providing a range of advisory programs, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm employs a structured planning process using firm-approved tools and serves a broad client base with extensive investment and financial services.

Perry Flowers is a Series 66-credentialed financial advisor with five years of industry experience, currently associated with Thrivent Investment Management. His prior work includes roles at Thrivent Financial and a range of other organizations dating back to 2014. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive planning across areas such as retirement, tax, estate, and special needs without discretionary trading authority. The firm combines planning with managed-account options under a consolidated billing service called “WealthPlan,” while maintaining separate management and planning functions.

J Milliorn is a financial advisor with Edward Jones in Brenham, TX, holding CFP® and ChFC® designations and 22 years of industry experience. He has been with Edward Jones since 2003. In addition to his advisory role, he serves as a visiting lecturer for the Financial Planning Department at Texas A&M University. 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 and investment solutions supported by a network of over 23,000 financial advisors nationwide.

Troy Herrera is a financial advisor at Cambridge Investment Research Advisors with nine years of industry experience. He holds a Series 66 designation and has previously worked at Edward Jones. Outside of his advisory role, he owns From Your Lens, a photo sharing service based in Brenham, TX. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals utilizing proprietary and third-party strategies across various custody platforms.

Philip Oestreich is a financial advisor with Thrivent Investment Management, holding Series 63, 65, and 66 designations and bringing 19 years of industry experience. He has worked with Thrivent Financial for Lutherans and Thrivent Investment Management since 2008. Oestreich serves as a board member for CASA Bastrop, a nonprofit supporting children in the court system, and participates in several community organizations including the Rotary Club of La Grange and the Fayette County Disaster Recovery Team. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial plans without discretionary trading authority. The firm offers a range of written recommendations across financial planning topics and combines planning with managed-account services under a consolidated billing system called WealthPlan.

Steven Emmons is a financial advisor with Thrivent Investment Management in Tyler, TX, holding Series 63 and Series 66 designations and bringing 28 years of industry experience. He has been with Thrivent Investment Management and Thrivent Financial for Lutherans since 2002. Outside of his advisory role, he serves as a member of the Endowment Committee at Trinity Lutheran Church, participating in the approval of fund disbursements. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based analyses across various financial topics. The firm offers planning engagements that can be combined with managed-account services through a consolidated billing option, while maintaining separate planning and portfolio management functions.

Reid Aschenbeck is a financial advisor with Thrivent Investment Management based in Brenham, TX. He holds Series 63 and Series 65 licenses and has been with Thrivent since 2025. Prior to joining the firm, his work experience includes roles in construction, agriculture, and taxidermy supply businesses. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based financial planning without discretionary trading authority and allows clients to combine planning with managed-account programs under a consolidated billing option called “WealthPlan.”

Nathan Matthews is a financial advisor at Edward Jones with two years of industry experience. He holds a Series 66 designation and previously worked at Baylor Scott & White Memorial Hospital, Irma Lerma Rangel College of Pharmacy, and Walgreens. Matthews also serves as an Operations Officer in the United States Army Reserves, where he is involved in operational planning, service member training, and retention. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets with a nationwide network of over 23,000 financial advisors and offers a range of advisory programs alongside affiliated mutual funds and tax-efficient services.

Justin Jersey is a financial advisor with Edward Jones in Brenham, TX, holding a Series 66 designation and 16 years of industry experience. He has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of more than 23,700 financial advisors.

Barney Loesch is a financial advisor with Thrivent Investment Management in Brenham, TX, holding a Series 66 designation and with 24 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Outside of advisory work, he serves as a director of Brenham National Bank and co-manages Ray Squared Properties, LLC, a local office building. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based analyses and written recommendations covering various financial planning topics. The firm offers these services as standalone engagements without discretionary trading authority and integrates planning with managed accounts through its WealthPlan program.

Erick Miron is a financial advisor with Raymond James Financial, holding a Series 66 designation and bringing 21 years of industry experience. His prior roles include positions at BBVA Securities Inc., BBVA Compass Insurance Agency, BBVA Wealth Solutions Inc., and COMPASS Bank. He is also associated with Prosperity Private Investments in Hempstead, TX. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary advisory services supported by advanced analytical tools and maintains specialized programs, such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Kyle Mueller is a financial advisor with Edward Jones in Bellville, TX, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones in 2024, he worked at Bank of Brenham for eight years. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth and non-high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of financial advisors and offers a range of discretionary and non-discretionary investment strategies, tax-efficient services, and affiliated investment products.

Shawn Weiss is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 65 licenses and having eight years of industry experience. He has been with Thrivent and its related entities since 2017, including a prior role at Texas A&M. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, delivering written recommendations on various financial planning topics through a network of advisors without discretionary trading authority. The firm emphasizes holistic, goal-based planning and offers clients the option to integrate planning with managed accounts under a consolidated billing system.

Clayton Boeker is a financial advisor at Edward Jones in Brenham, TX, holding a Series 66 designation and beginning his career in the industry in 2025. His prior experience includes roles at Texas Tech University, Thrivent Financial, and Blinn College. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering 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 over 23,000 financial advisors and 15,000 branch offices.

Terry Hoover is a financial advisor with Edward Jones in Bellville, TX, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has been with Edward Jones since 2007. Outside of his advisory role, he is active in his community as a member of the Lions Club and serves in various capacities at the First Baptist Church, including as a deacon and on the mission and personnel committees. Edward Jones is a full-service wealth management firm that serves more than four million individual and institutional clients. The firm offers a wide range of advisory services, 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.