Jonathan Lusk is a financial advisor at Dornick Wealth Management with 13 years of industry experience. He holds a Series 66 designation and has been associated with Dornick Wealth Management since 2025. In addition to his advisory role, he is President and Co-Founder of BirdDog Adventures, Inc., an unrelated business activity. Dornick Wealth Management serves primarily high-net-worth individuals and charitable organizations, combining discretionary investment management with comprehensive financial planning. The firm uses a blend of passive and active strategies based on asset allocation and modern portfolio theory, focusing on long-term investment horizons.

Ellis Regini is a financial advisor at Blackridge Asset Management, LLC with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Peak Brokerage Services, Regal Investment Advisors, Regulus Financial Group, and Next Financial Group. He has also operated Ellis and Sandra Regini, LLC since 2013. Blackridge Asset Management offers financial planning, investment management, and consulting services to individuals, high-net-worth clients, trusts, estates, corporations, retirement plans, and charitable organizations. The firm utilizes a combination of model-based portfolio management and third-party referrals, and manages most client accounts on an affiliated turnkey asset management platform.

Joshua Reinbolt is a financial advisor with RFG Advisory, LLC, holding a Series 65 credential and three years of industry experience. He has worked at GFG Wealth Advisors, LLC since 2022 and previously spent 18 years at The Association of Former Students. Outside of his advisory role, Reinbolt officiates high school volleyball games and serves as a scorekeeper for Texas A&M University athletic events. RFG Advisory is a multi-team registered investment adviser with approximately 178 advisors managing about $8 billion for over 17,000 clients. The firm serves individuals, high-net-worth households, trusts, retirement plans, and institutional accounts using a combination of actively managed and passive investment strategies, alternative investments, and retirement plan consulting.

James Turnbo is a Series 66 credentialed financial advisor with 15 years of industry experience. He has been with Edward Jones since 2010 and is based in College Station, Texas. 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 under management and offers a range of discretionary and non-discretionary investment strategies, along with affiliated mutual funds, overlay and tax-efficient services, and operates under a fiduciary standard.

Susana Bee is a financial advisor with J.P. Morgan Securities in College Station, TX, holding Series 63 and Series 65 licenses and having two years of industry experience. Prior to joining J.P. Morgan Securities in 2026, she worked at Wells Fargo for nine years. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset-allocation advice, investment manager searches, and customized performance reporting through its Institutional Consulting Services program. The firm combines quantitative modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Sharon Snowden is a CFP®-designated financial advisor with 34 years of industry experience, currently with UBS Financial Services since 2001. She is based in Washington, Texas. Outside of her advisory role, she serves on an advisory committee for the St. John the Divine Memorial Endowment Fund, overseeing the fund's investment policy compliance and capital project approvals. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, utilizing proprietary research and model-based asset allocations to tailor plans to clients’ goals. The firm combines wealth management services with institutional trading capabilities and offers a broad range of financial products and capital markets services.

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.

Lori Sommer is a financial advisor at UBS Financial Services with 41 years of industry experience. She holds Series 63 and Series 65 designations and has been with UBS since 2013. UBS Financial Services Inc. 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 investment plans.

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.

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.

Richard Coffey is a financial advisor at Edward Jones with two years of industry experience. He holds a Series 66 designation and previously worked at GuideStone and RightNow Media. Coffey studied at Baylor University from 2013 to 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies and operates under a fiduciary standard, managing approximately $1.01 trillion in assets with a large network of financial advisors and branch offices nationwide.

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.

Loy Coffey is a CFP® professional with over 32 years of experience in financial advising. He has been with Edward Jones since 1993. Outside of his advisory role, he owns and maintains an office rental property in Navasota, TX. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates through a large national network of advisors and branches.