Evidence Wealth, LLC

James Whiddon is a CFP® with 27 years of industry experience and is currently an advisor at Evidence Wealth, LLC. He has worked at Buckingham Asset Management, LLC since 2013 and joined Evidence Wealth in 2021. Outside of his advisory role, Whiddon is the CEO and owner of The Old School, a leadership training organization for young people, and serves as a liaison and adjunct instructor in the Financial Planning Program at Texas A&M University. Evidence Wealth is a six-advisor firm that provides discretionary investment management and financial planning to individuals, high-net-worth clients, trusts, charitable organizations, businesses, and qualified retirement plans. The firm employs an evidence-based investment approach grounded in Modern Portfolio Theory, emphasizing broad asset-class diversification primarily through passive mutual funds and ETFs.

Jason Keck is a financial advisor at Evidence Wealth, LLC in Bryan, TX, holding a Series 65 credential. He has one year of experience in the financial industry and has worked at Berendsen Fluid Power since 2016. Evidence Wealth serves individual and high-net-worth clients with discretionary investment management and project-based financial planning, utilizing an investment approach based on Modern Portfolio Theory and primarily implementing portfolios through Dimensional funds. The firm manages client accounts on a discretionary basis and customizes portfolios with diversified, risk-based asset classes.

Matthew Gentry is a CFP® professional with 17 years of industry experience, currently serving at Evidence Wealth, LLC since 2021. He previously worked at LPL Financial and Visionpoint Advisory Group from 2015 to 2021. Outside of his advisory role, he has served as Interim Pastor of Administration at Emmanuel Baptist Church in Bryan, TX. Evidence Wealth, LLC is a team of seven advisors that provides discretionary investment management and project-based financial planning primarily for individual and high-net-worth clients. The firm uses a Modern Portfolio Theory-based approach with diversified, risk-based asset allocation, primarily implemented through Dimensional funds and ETFs.

Patrick Tuggle is a Series 65-licensed advisor at Evidence Wealth, LLC with three years of industry experience, including prior roles at Thompson, Derrig & Craig and Ingram, Wallis & Co. He also provides bookkeeping services for a small roofing company and prepares individual tax returns. Evidence Wealth is a six-advisor firm offering discretionary investment management and financial planning to individuals, high-net-worth clients, trusts, charitable organizations, businesses, and qualified retirement plans. The firm employs an evidence-based investment approach grounded in Modern Portfolio Theory, utilizing broad asset-class diversification primarily through passive mutual funds and ETFs, and collaborates with third-party sub-advisers for certain portfolios.

John Shaw is a financial advisor at Evidence Wealth, LLC with a Series 65 credential and one year of industry experience. His prior experience includes roles at Paragon Financial Advisors, Thompson, Derrig & Craig, and PwC. Outside of advisory work, he is a licensed CPA based in College Station, TX, though he currently has no active duties in this capacity. Evidence Wealth serves individual and high-net-worth clients with discretionary investment management and project-based financial planning. The firm’s investment approach is based on Modern Portfolio Theory and efficient markets, typically utilizing diversified portfolios implemented primarily through ETFs and mutual funds sponsored by Dimensional.

Dalton Smith is a Series 65-licensed advisor at Evidence Wealth, LLC with one year of industry experience. Prior to joining Evidence Wealth, he worked at Mathnasium from 2018 to 2022. Evidence Wealth is a six-advisor firm that provides discretionary investment management and financial planning services to individuals, high-net-worth clients, trusts, charitable organizations, businesses, and qualified retirement plans. The firm employs an evidence-based investment process grounded in Modern Portfolio Theory, utilizing broad asset-class diversification primarily through passive mutual funds and ETFs.

Johnathan Whiddon is a CFP® and Series 65 licensed advisor with two years of industry experience, currently serving at Evidence Wealth, LLC. His prior roles include positions at HUB International, Insgroup, RiskWell, and Sharetown. Outside of financial advising, he and his wife sell discounted trial period mattresses through Sharetown. Evidence Wealth, LLC serves individual and high-net-worth clients with discretionary investment management and project-based financial planning, employing a Modern Portfolio Theory-based approach with diversified portfolios primarily implemented through ETFs and mutual funds managed by Dimensional.