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 with Dornick since 2025, previously operating JKLUSK, LLC (formerly Vine Capital Advisors, LLC) since 2016. Outside of his advisory work, he is President and Co-Founder of BirdDog Adventures, Inc., a non-investment business. Dornick Wealth Management serves high-net-worth individuals, offering wealth management and financial planning with a focus on retirement, estate, tax planning, employee benefits, and college savings. The firm employs an investment approach centered on asset allocation using both passive and active strategies and provides individualized financial plans without additional charges.

Joshua Reinbolt is a financial advisor with RFG Advisory, LLC in College Station, TX. He holds a Series 65 credential and has three years of industry experience. Prior to joining RFG Advisory, he worked with GFG Wealth Advisors and was associated with The Association of Former Students for 18 years. Outside of his advisory role, Reinbolt is involved in sports officiating for high school volleyball and serves as a stat crew member for Texas A&M University athletics events. RFG Advisory is an enterprise registered investment adviser serving individuals, charitable organizations, corporations, ERISA retirement plans, and other institutional clients. The firm offers discretionary portfolio management, financial planning, retirement plan consulting, and acts as an adviser to exchange-traded funds, employing a combination of in-house models and external platforms to deliver tailored investment solutions.

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.

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 financial advisor with Edward Jones in Navasota, TX, holding a Series 66 designation and six years of industry experience. He has been with Edward Jones since 2019 and previously worked for Texas A&M Agrilife Research from 2014 to 2019. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals and institutions. The firm manages approximately $1.01 trillion in assets through a nationwide network of financial advisors and offers a range of discretionary and non-discretionary investment strategies, alongside affiliated mutual funds and tax-efficient services.

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 licenses and bringing eight years of industry experience. Her professional background includes roles at Texas Engineering Extension Service and Texas A&M University. She is also involved in sales of investment-related products and part-time referrals for home security and automation services through affiliates of Primerica. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which serves individual and high-net-worth clients with model-delivery strategies and separately managed accounts. The firm utilizes a curated selection of third-party asset managers and a tiered wrap fee structure.

Lucas Coffey is a CFP® and ChFC® with 12 years of experience in financial advising, currently with Edward Jones since 2013. He serves clients from College Station, TX, and participates as Master of Ceremonies in a local social organization. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies through a nationwide network of more than 23,700 financial advisors.

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.