Blake Marion

Jonathan Bos is the principal of Jon Bos Financial Advisor LLC in Abilene, TX, with 25 years of experience in financial advising. He holds the CFP® designation along with Series 63 and Series 65 licenses. In addition to his advisory work, Bos operates several business ventures including bookkeeping, insurance sales, and retail online sales. His firm provides portfolio management for individual and high-net-worth clients, as well as consulting services for pension and employee benefit plans. The firm employs a disciplined investment approach combining fundamental, quantitative, and technical analysis, and manages over 400 client accounts using Schwab Institutional custody.

CPA and CFP by training, Servant by inclination. Serving people who are hurting has always been my natural instinct, and God-given gift. However, it was during my period of intense grief that my calling crystalized. Simply Human Advisors was built to serve those who are grieving.

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.

Paul Schnitman is a ChFC® credentialed financial advisor with 20 years of industry experience. He has been with Plan Ahead Financial Management, Inc. since 1992, contributing to the firm’s services for over three decades. The firm manages approximately $66 million in discretionary assets for around 55 individual and high-net-worth clients, offering financial and insurance consulting as well as specialized hourly services. Plan Ahead Financial Management tailors investment strategies using technical and fundamental analysis, economic indicators, and third-party research, managing portfolios that include equities, bonds, mutual funds, conservative option strategies, and real estate on a discretionary basis with daily position monitoring.

Gregory Oglesby is a financial advisor at William Madison Advisors, Inc. in Abilene, TX, holding a Series 65 designation with five years of industry experience. Prior to joining William Madison Advisors in 2019, he worked at Abilene Christian University from 2014 to 2019. William Madison Advisors provides fee-only investment management, financial planning, and consultation services to individuals, trusts, retirement plans, foundations, and other institutions. The firm emphasizes a long-term asset allocation strategy guided by written Investment Policy Statements and integrates personal financial planning with discretionary portfolio management and regular performance reporting.

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.