I started my investing journey in the early 2000’s during the dotcom bubble, so I have been through multiple market cycles. I began my professional career in financial services as an equity analyst for a boutique hedge fund, and after business school, I spent eight years with Vanguard, which is where my career as a wealth manager and financial planner began. I have clients all over the country with whom I work remotely, including many working for startups and in the tech industry, so I have a lot of experience planning for and advising on equity compensation. I have been married to my lovely wife, Erin, since 2009, and we have three children who keep me busy outside of work; I am passionate about raising them to be well-rounded, curious and thoughtful individuals who prize character and integrity above all else. I love the outdoors and exploring new places, learning new things and experiencing new cultures.

George McWhorter is the sole advisor at McWhorter Capital Investments in College Station, TX, holding a Series 63 designation with 17 years of industry experience. He has worked at Nalico Equity Corporation since 2001 and has led McWhorter Capital Investment since 2000. Outside of investment advisory, McWhorter serves as Senior Director at Texas A&M AgriLife Research, The Borlaug Institute for International Agriculture, where he manages adult education programs and training grants. McWhorter Capital Investments provides discretionary portfolio management for individual investors, retirees, qualified retirement plans, and trust accounts, focusing primarily on mutual funds and ETFs. The firm combines technical and fundamental analysis with ongoing supervision and employs various instruments with client approval to meet investment objectives.

Joseph Mc Mahan is the sole advisor at JMcMahan, LLC, an independent firm based in College Station, TX. He holds a Series 65 designation and has experience in software engineering contracting as the founder and engineer of a separate software services business. His prior work includes roles at Gregory's, FujiFilm Diosynth Biotechnologies, UT Southwestern Medical Center, and Texas A&M University. JMcMahan, LLC provides discretionary asset management, performance-based fee investment programs, and financial planning services to individuals, high-net-worth individuals, and qualified clients. The firm’s investment approach combines dividend-producing equity positions with options strategies to manage risk, and it offers performance-based compensation only to clients meeting specific asset and net worth thresholds.

Sarah Boothe is a Series 65-licensed financial advisor at Steward Inc. in Bryan, Texas, with one year of industry experience. Her prior roles include positions at The Sum, Northwestern Mutual, and Texas A&M. Steward Inc. offers integrated wealth advisory services combining discretionary investment management with comprehensive financial planning for individuals and families. The firm manages approximately $61 million across a small client base, focusing on diversified, long-term asset allocation primarily through mutual funds and ETFs, with portfolios managed on a discretionary basis.

Brien Smith is a CFP® professional with 30 years of industry experience, currently serving as the sole advisor at Traditions Wealth Advisors, LLC. He has led Traditions Wealth Management since 2004. In addition to his advisory role, Smith owns Spirit Fiduciary Partners, managing assets for church, private, and nonprofit foundations, and Spirit Stewardship Ministries, where he provides financial stewardship education primarily through church congregations. Traditions Wealth Advisors offers personalized financial planning and wealth management services to individuals, high-net-worth clients, trusts, estates, and small businesses. The firm uses a strategic core-and-satellite asset allocation approach with a consultative, primarily non-discretionary management style, and supports client education through published materials and outreach programs.

John Bohnsack is a CFP® and Series 66-registered financial advisor with eight years of industry experience. He has worked at Integrated Planning & Wealth Management, LLC since 2021 and previously spent ten years at Briaud Financial Advisors. He also serves as a part-time lecturer at Texas A&M University, teaching an undergraduate course on the fundamentals of investments. Integrated Planning & Wealth Management manages approximately $80.4 million for around 133 clients, including individuals, high-net-worth clients, pension and profit-sharing plans, and small businesses. The firm specializes in serving optometric private practice owners and employs a diversified, risk-based investment approach incorporating Modern Portfolio Theory and fundamental analysis.

Noel Woolverton III is a CFP® professional with 23 years of industry experience. He has served as the sole advisor at Traditions Wealth Advisors, LLC since 2014 and is also associated with Paragon Virtues, LLC. Woolverton holds the Series 66 designation. Traditions Wealth Advisors provides personalized financial planning and wealth management services to individuals, high-net-worth clients, trusts, estates, and small businesses. The firm employs a strategic core-and-satellite asset allocation approach using no-load institutional mutual funds, ETFs, and third-party managers, primarily operating on a consultative, non-discretionary basis while also offering discretionary management for certain accounts. Traditions maintains a nonprofit arm focused on financial literacy and pro bono education, supporting workshops and outreach initiatives.

William Soltow is a financial advisor at Smith & Wyatt with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Smith & Wyatt since 2022, following previous roles at CoreCap Advisors and Cambridge Investment Research. Outside of advisory work, he is the founder of Frontier Wealth Management and acts as an independent insurance agent. Smith & Wyatt provides investment advisory and financial planning services to individuals, including high-net-worth clients, and corporations. The firm emphasizes discretionary portfolio management using mutual funds and ETFs, with tailored strategies based on various analytical methods and client-specific objectives.

Ryan Briggs is a financial advisor at Paragon Financial Advisors in College Station, TX, holding a Series 65 designation with two years of industry experience. His prior roles include positions at RFG Advisory, LLC dba GFG Wealth Advisors and Acquisition Integration LLC. Outside of his advisory work, Briggs is involved with Titleist as a tournament specialist, supporting charity golf events. Paragon Financial Advisors serves individual, high-net-worth, and institutional clients, offering discretionary portfolio management, financial planning, and retirement plan advisory services. The firm’s investment approach emphasizes strategic asset allocation and long-term diversified portfolios across various asset classes, with ongoing monitoring and the ability for clients to set written restrictions.

Ronnie Craig is a financial advisor at Tdc Capital Advisors, Inc. in College Station, TX, holding a Series 65 designation with 22 years of industry experience. He has been with Tdc Capital Advisors since 2003 and has worked at Thompson, Derrig & Craig since 1994. Tdc Capital Advisors provides investment advisory and portfolio management services to individual and institutional clients, including high-net-worth individuals, trusts, estates, charitable organizations, corporations, and government entities. The firm employs fundamental and cyclical analysis with a mix of long- and short-term strategies, managing portfolios on a non-discretionary basis with client approval required before transactions.

Kevin Dugan is a financial advisor at Smith & Wyatt with a Series 65 designation and four years of industry experience. He has worked at several firms including CoreCap Advisors, LLC, Parco LLC, and FEFA, and is also the owner and partner of Dugan Brown, LLC, a company assisting federal employees with retirement planning and insurance services. Smith & Wyatt provides investment advisory and financial planning services to individual and corporate clients, offering discretionary portfolio management and customized financial plans. The firm uses mutual funds and ETFs to construct portfolios and employs various analytical methods to tailor allocations to clients’ objectives and risk tolerance.

Craig Colson is a financial advisor at OFG Financial Services, Inc. in College Station, TX, with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has been with OFG Financial Services since 2012. Outside of his advisory role, he is involved in insurance product sales through Executive Financial Services and participates as a limited partner in agricultural and timber ventures. OFG Financial Services provides investment advisory and planning services to individuals and corporations, managing approximately $270 million in assets across 843 client relationships. The firm employs fundamental analysis to construct portfolios emphasizing no-load mutual funds and listed securities, offering non-discretionary account management and a range of planning and consulting services.

Samuel Eberts is a financial advisor at Smith & Wyatt with a Series 65 designation and four years of industry experience. He previously worked at CoreCap Advisors and has been involved with Dugan Brown Federal Retirement Experts, where he focuses on educating federal employees about their retirement benefits and financial planning. Smith & Wyatt provides investment advisory and financial planning services to individuals, including high-net-worth clients, and corporations. The firm manages discretionary portfolios primarily using mutual funds and ETFs, employing various analytical methods and tailoring strategies to clients’ objectives and risk tolerance.

Ross Willmann is a CFA® charterholder with one year of industry experience, currently serving as an advisor at Warwick Partners. Prior to joining Warwick Partners in 2025, he worked five years at the Texas A&M Foundation and seven years at Memorial Hermann Health System. Warwick Investment Management, Inc. provides discretionary and non-discretionary investment management, financial planning, pension consulting, and third-party adviser oversight for individuals, trusts, estates, business entities, charitable organizations, and retirement plans. The firm employs model, risk-based portfolios across various asset classes, including alternative investments, and manages approximately $2.14 billion with a client base of 229 households.

Caleb Russell is a CFP® with 10 years of industry experience and is currently with Paragon Financial Advisors in College Station, TX. He previously worked at Northwestern Mutual for a decade. Outside of his advisory role, he is a partner in the Rising Tide Podcast, where he co-creates content and book discussions, and serves as secretary on the board of the Harvey Little League Baseball nonprofit, contributing to coaching and facility support. Paragon Financial Advisors serves individual, high-net-worth, and institutional clients, offering discretionary portfolio management, financial planning, and retirement plan advisory services. The firm emphasizes strategic asset allocation with diversified portfolios including alternative investments, and provides ongoing monitoring, rebalancing, and fiduciary services.

Sachin Sawant is a CFP® professional at Briaud Financial Advisors in College Station, TX, with two years of industry experience. He previously worked at Fidelity Investments for ten years from 2014 to 2024. Briaud Financial Advisors is a five-advisor team managing approximately $775 million for about 276 clients, offering fee-only investment advisory and financial planning services to individuals, trusts, and pooled investment vehicles. The firm employs a macro-economic framework supported by technical analysis and option strategies, and it manages both liquid and less liquid assets through a variety of pooled vehicles and valuation practices.

Nicholas Smith is a CFP® with three years of industry experience, currently serving as a financial advisor at Smith & Wyatt. His prior work includes roles at Dugan Brown, L & W Financial LLC, and JMG Financial Group, Ltd. In addition to his advisory role, he is a licensed insurance agent selling life and health insurance in Bolingbrook, IL. Smith & Wyatt provides investment advisory and financial planning services to individual and corporate clients, managing discretionary portfolios primarily through mutual funds and exchange-traded funds. The firm operates six offices and employs a multi-office structure, offering tailored investment strategies based on various analytical methods and client objectives.

Matthew Mc Kay is a CFP® professional with six years of experience in financial advising. He has been with Briaud Financial Advisors in College Station, TX, since 2017. Prior to that, he worked at the University of North Carolina at Greensboro from 2013 to 2017. Briaud Financial Advisors is a five-advisor team managing approximately $775 million for individuals, trusts, and pooled investment vehicles. The firm uses a macro-economic framework combined with technical analysis and option strategies, offering discretionary and non-discretionary portfolio management alongside comprehensive financial planning.

John Phinney is a financial advisor with OFG Financial Services, Inc. in College Station, TX, holding Series 63 and Series 65 licenses. He has 31 years of industry experience and has been with OFG Financial Services since 2000. Approximately 20% of his time is spent on insurance-related activities including fixed annuities, life insurance, long-term care insurance, and health and disability insurance. OFG Financial Services provides investment advisory and planning services to individuals and corporations through a team of 37 advisors managing about $270 million in assets. The firm employs fundamental analysis to build portfolios focusing on no-load mutual funds and listed securities, managing accounts on a non-discretionary basis and documenting client objectives before making recommendations.

Andrea Billquist is a CFP® and holds a Series 66 license with nine years of industry experience. She has worked at Briaud Financial Advisors since 2023 and previously held positions at Charles Schwab Bank, SSB, Charles Schwab & Co. Inc., and Concordia University Chicago. Briaud Financial Advisors is a five-advisor team providing fee-only investment advisory and financial planning services to individuals, trusts, and pooled investment vehicles. The firm manages approximately $775 million using a macro-economic framework combined with technical analysis and option strategies, and it serves both non-high-net-worth and high-net-worth clients.