Joseph Olive

Adam Baucom is a CFP® professional with three years of industry experience. He is the principal of Baucom Wealth Management LLC and also serves as president of Baucom & Associates, PLLC, a tax and accounting firm. His work history includes roles at Avantax Advisory Services, KMH Wealth Management, Keller & Associates CPAs, and other firms. Baucom Wealth Management LLC provides discretionary investment management and comprehensive wealth management services to individuals, high-net-worth clients, trusts, and estates. The firm applies Modern Portfolio Theory and fundamental analysis to build primarily long-term, diversified portfolios with an emphasis on low-cost mutual funds, and it maintains an affiliation with an accounting practice under common ownership.

Brian Yendrey is a financial advisor at Yendrey Wealth Management LLC in Victoria, Texas, holding a Series 65 designation with seven years of industry experience. He has been with Yendrey Wealth Management since 2017 and previously worked at Kawasaki of Victoria from 2012 to 2023. Yendrey Wealth Management is a co-owned registered investment adviser serving individuals, trusts, estates, charitable organizations, and business entities. The firm manages discretionary portfolios tailored to client objectives and offers financial planning and consulting services, employing both fundamental and technical analysis across various investment strategies.

Brandon Yendrey is a financial advisor with Yendrey Wealth Management LLC in Victoria, TX, holding Series 65 and Series 66 licenses and eight years of industry experience. His career includes nearly a decade at Formosa and ongoing leadership at Yendrey Wealth Management since 2014. Yendrey Wealth Management is a co-owned registered investment adviser serving individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm offers discretionary asset management and financial planning tailored to client objectives, employing both fundamental and technical analysis across a range of investment strategies.

Evan Martinez is a financial advisor at Sather Financial Group, Inc. in New Braunfels, TX, holding a Series 65 designation with three years of industry experience. Prior to joining Sather Financial Group in 2023, he was self-employed for two years and has worked in the food service industry. Sather Financial Group is a fee-only registered investment adviser managing approximately $1.94 billion in discretionary assets. The firm serves individuals, high-net-worth families, corporations, retirement plans, and charitable organizations, employing a value-oriented investment approach influenced by Warren Buffett and emphasizing in-house fundamental research and team-based idea review.

Hannah Gohmert is a CFP® professional with 10 years of industry experience, currently serving as an advisor at Keller Wealth Advisors since 2016. She holds Series 63 and Series 66 licenses and is based in Victoria, TX. Keller Wealth Advisors manages approximately $825 million for a diverse client base including individuals, trusts, corporations, retirement plans, and charitable organizations. The firm employs a long-term, asset-allocation approach combining passive and active strategies, integrating tax, estate, and cash-flow considerations into its investment process.

Warren Udd is a CFP® professional with 20 years of experience, currently serving at Sather Financial Group, Inc. since 2002. He is based in Victoria, TX, and is part of a nine-advisor team at the firm. Sather Financial Group, Inc. is a fee-only registered investment adviser managing approximately $1.94 billion in discretionary assets. The firm serves individuals, high-net-worth families, corporations, retirement plans, and charitable organizations, employing a value-oriented investment approach influenced by Warren Buffett and emphasizing fundamental research and team-based idea review.