Brendan Messenger is a CFP® and ChFC® with 18 years of industry experience. He is the sole advisor at Koda Wealth Management, where he has worked since 2023. Prior to this, he spent eight years with Commonwealth Financial Network. Outside of financial advising, he is a 25% owner and administrator of Elevate Performance and Fitness LLC, a fitness gym. Koda Wealth Management serves individual and high-net-worth clients by providing portfolio management and financial planning. The firm employs a long-term investment approach that incorporates both fundamental and technical analysis and includes strategies such as margin and options trading.

Gregory Oglesby is a Series 65-licensed financial advisor with William Madison Advisors, Inc. in Abilene, TX, where he has worked since 2019. He has six years of industry experience, including five years at Abilene Christian University prior to joining his current firm. William Madison Advisors is a fee-only registered investment adviser providing discretionary investment management, consultation, and financial planning to a diverse client base including individuals, pension plans, trusts, and charitable organizations. The firm emphasizes customized investment policy statements and long-term asset allocation, managing approximately $498 million in client assets across nearly 500 relationships.

Rachel Evans is a CFP® professional with five years of experience at William Madison Advisors, Inc. Prior to joining William Madison Advisors, she worked at Condley & Company and KPMG. William Madison Advisors serves individuals, trusts, retirement plans, foundations, and other institutions with fee-only investment management, financial planning, and investment consultation. The firm emphasizes long-term asset allocation guided by a written Investment Policy Statement and an integrated financial planning process, supported by third-party research and an internal investment committee.

Cary Beard is a CFP® and PFS™ with 20 years of experience in financial advising. He has worked at William Madison Advisors, Inc. since 2018 and previously spent 12 years at Carter Asset Management, Inc. In addition to his advisory role, he serves as president and managing tax partner of Carter & Beard, PC, a public accounting firm. William Madison Advisors serves individuals, trusts, retirement plans, foundations, and institutions with fee-only investment management and financial planning. The firm emphasizes long-term asset allocation guided by a written Investment Policy Statement and integrates personal financial planning with discretionary portfolio management.

Michael Ross is a financial advisor with Everspire in Abilene, TX, holding Series 63 and Series 65 licenses and 12 years of industry experience. He previously worked at Titan Securities for 13 years before joining Everspire and MHL Investments in 2023. Ross is involved in a side business, Got Zoom, which provides student loan consolidation referrals and access to government programs for student loan debt reduction. Everspire is an SEC-registered advisory firm with 13 advisors managing approximately $181 million in discretionary assets. The firm serves individuals, families, businesses, charitable organizations, and retirement plans, offering wealth management, portfolio management, and financial planning services supported by a structured investment process and an affiliated network of related financial services.

Frank Bell is a financial advisor at Endeavor Advisors, LLC with 27 years of industry experience. He holds a Series 63 designation and previously worked for 18 years at Compass Financial Strategies, Inc. Outside of his advisory work, he is an investor in Screening 4 Life and serves as a director and manager of Duke Leasing. Endeavor Advisors, LLC provides comprehensive wealth management and investment advisory services to select families, businesses, and institutions, using an allocation-driven, buy-and-hold approach primarily with ETFs, no-load mutual funds, and separately managed accounts. The firm manages approximately $177 million across about 129 clients and offers services including discretionary portfolio management, financial planning, multi-family office reporting, and held-away participant management.

Deborah Bell is a ChFC® and Series 63 licensed financial advisor with 32 years of industry experience. She currently works at Endeavor Advisors, LLC and previously spent several years at Compass Financial Strategies. Bell is also a licensed insurance agent in Texas. Endeavor Advisors, LLC provides wealth management and investment advisory services to select families, businesses, and institutions, focusing on an allocation-driven, buy-and-hold approach primarily using ETFs, no-load mutual funds, and separately managed accounts.

Kevin Pett is a financial advisor at Everspire with one year of industry experience. He holds the Series 66 designation and has previously worked with MHL Investments and Synchrony Wealth Management. Outside of his advisory role, Pett refers business to TomiPlan, a financial planning company, and supports clients with insurance education and case coordination through Synchrony Wealth Management. Everspire is an SEC-registered advisory firm serving individuals, families, businesses, charitable organizations, and retirement plans. The firm uses a dedicated advisor model and combines quantitative and fundamental analysis to construct portfolios primarily from mutual funds, ETFs, and individual securities.

Benjamin Cannon is a financial advisor at Everspire with 12 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Titan Securities for 14 years. Outside of his advisory role, he is involved with SouthTowne Enterprise, Inc., a company related to security and life insurance businesses, and receives referral fees for business directed to TomiPlan, a financial planning firm. Everspire is an SEC-registered advisory firm serving individuals, families, businesses, charitable organizations, and retirement plans. The firm employs a dedicated advisor model and uses an investment process based on an Investment Committee, quantitative and fundamental analysis, with portfolios built from mutual funds, ETFs, and individual securities.

David McCaghren is a financial advisor at Gradient Securities, LLC with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Gradient Securities since 2017. Prior to that, he was with Sagepoint Financial, Inc. for 12 years and has been a general partner at Mills, McCaghren & Associates since 1992. Outside of his advisory work, he serves as a lieutenant governor for the Kiwanis Club of Greater Abilene, overseeing growth and support for five local clubs. Gradient Securities, doing business as Gradient Wealth Management, provides financial planning, consulting, third-party manager referrals, non-discretionary asset management, and ERISA plan services to a range of clients including individuals, trusts, and business entities. The firm operates as both an SEC-registered investment adviser and a FINRA-registered broker-dealer, delivering advice primarily on a non-discretionary basis while using third-party managers and offering commissionable securities and insurance products.

Benjamin McAnally is a financial advisor at Sanctuary Advisors, LLC with 18 years of industry experience. He holds a Series 66 credential and previously worked at Bank of America and Merrill Lynch. Outside of his advisory role, he is a member of an LLC involved in retail clothing and accessories with his spouse. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, trusts, and charitable organizations. The firm supports over 400 independent advisors who offer a range of portfolio management strategies and financial planning services, utilizing various analytical approaches and maintaining fiduciary standards under written agreements.

Michael Hull is a financial advisor with Sanctuary Advisors, LLC, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He previously worked at Bank of America and Merrill before joining Sanctuary Advisors in 2021. Hull serves as secretary and board member of the Buffalo Gap Chamber of Commerce, a local nonprofit organization. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base including individuals, corporations, pension plans, and charitable organizations through a network of over 400 independent investment adviser representatives. The firm offers portfolio management, retirement plan consulting, and financial planning using varied analytical approaches and manages accounts on both discretionary and non-discretionary bases.

Sean Morgan is a financial advisor with First Command Advisory Services and holds a Series 66 designation. He has six years of industry experience, including roles at several First Command entities since 2019. In addition to his firm work, he owns and operates Sean Morgan Financial LLC, where he serves as a financial advisor and insurance agent. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs managed by a centralized Investment Management Team and Wealth Portfolio Managers.

Bill Burnes is a financial advisor at Sanctuary Advisors, LLC in Abilene, TX. He holds the Series 66 designation and has recent experience at Sanctuary Securities, Inc. and the University of Mississippi. Outside of finance, he has worked in moving and storage services as well as retail. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse range of clients through a network of over 400 independent adviser representatives. The firm offers portfolio management, financial planning, retirement plan consulting, and employs various analytical approaches while acting as a fiduciary where agreements exist.

Tamara Pizzeck is a financial advisor at First Command Advisory Services with one year of industry experience. She holds Series 63 and Series 65 designations and previously worked with Wylie ISD. Outside of her advisory role, she serves as Treasurer for the Dyess Spouses Club, a nonprofit supporting military families. First Command Advisory Services, Inc. is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm provides financial planning and wrap-fee asset management programs with discretionary portfolio management conducted by a centralized Investment Management Team.

Taylor Grant is a financial advisor at Raymond James Financial with three years of industry experience. He holds a Series 66 designation and has previous experience at Graymark Insurance and Carroll ISD. He is also involved as an associate at Big Country Asset Management in Abilene, TX. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting services to a diverse client base, including individuals, corporations, and institutional clients. The firm uses tailored, non-discretionary planning and analytical tools to support client goals and offers specialized municipal and public finance advisory capabilities.

Harold Sipe is a financial advisor with Raymond James Financial who holds Series 63 and Series 66 designations and has 25 years of industry experience. He worked at Edward Jones from 2001 to 2025 before joining Raymond James in 2025. He serves as a trustee for a church camp for children, overseeing event planning and role assignments. 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 offers tailored, non-discretionary planning and promotes implementation through its advisory programs, with specialized services for municipal clients and employer SIMPLE IRA plans.

Conner Nichols is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, he worked at AbbVie, FDLIC, and Lonestar Truck Group. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. 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.

William Robertson is a financial advisor with Mass Mutual Investors Services in Abilene, TX. He holds Series 63 and Series 65 credentials and has 20 years of industry experience, including prior roles at MML Investors Services Inc and MassMutual Life Insurance Co. Outside of his advisory work, he owns and operates ranching businesses involved in cattle, hunting, and wind turbine activities. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational programs, with a focus on collaborative, goal-based planning using firm-approved analytical tools.

Robert Johnson is a financial advisor at Stifel in Abilene, TX, holding a Series 66 designation and beginning his advisory career in 2023. Prior to his role at Stifel, he has experience working at Hardin-Simmons University and Abilene High School. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, providing both brokerage and investment advisory services based on proprietary investment methodologies developed by its Investment Strategy Group.