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.

David Sather is a CFP® professional with 26 years of experience in financial advising. He has been with Sather Financial Group, Inc. since 1999, where he is part of a nine-advisor team. 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 in-house fundamental research and team-based idea review.

Christopher Laughhunn is a CFP® professional at Keller Wealth Advisors with four years of industry experience. He has been with Keller Wealth Advisors since 2021 and also works with KELLER & ASSOCIATES CPAs, PLLC. Keller Wealth Advisors serves individuals, high-net-worth clients, trusts and estates, corporations, retirement plans, and charitable organizations, managing approximately $825 million for about 525 clients. The firm employs a long-term, asset-allocation oriented investment approach that integrates tax, estate, and cash-flow considerations, and provides comprehensive financial planning through a nine-advisor team.

Joseph Olive is a CFP® professional with 10 years of industry experience. He is currently an advisor at Sather Financial Group, Inc. and previously worked at Edward Jones, Wells Fargo Advisors, and Charles Schwab. 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 with an emphasis on in-house research and team-based idea review.

Jonathan Zahradka is a Certified Financial Planner (CFP®) with 14 years of industry experience. He has been with Sather Financial Group, Inc. since 2011. The firm, where he works as part of a nine-advisor team, is a fee-only registered investment adviser managing approximately $1.94 billion in discretionary assets. Sather Financial Group serves individuals, high-net-worth families, corporations, retirement plans, and charitable organizations. The firm employs a value-oriented investment approach influenced by Warren Buffett, focusing on in-house fundamental research and team-based idea review, and offers portfolio management, financial planning, and retirement plan consulting.

Thomas Keller is a CFP® and PFS™ credentialed financial advisor with 19 years of industry experience. He currently works at Keller Wealth Advisors and Keller & Associates CPAs, PLLC, having also held positions at KMH Wealth Management, LLC. Keller Wealth Advisors serves individuals, high-net-worth clients, trusts and estates, corporations, retirement plans, and charitable organizations. The firm employs a long-term, asset-allocation oriented approach combining passive and active strategies, integrates tax and estate considerations into its investment process, and provides comprehensive financial planning through a nine-advisor team.

Tammy Kimbrough is a financial advisor at Sather Financial Group, Inc. with 23 years of industry experience. She has been with Sather Financial Group since 2009. Kimbrough holds Series 63 and Series 66 designations. 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 a team-based review process.

David Faskas is a CFP®, CFA®, and holds a Series 65 license, with 13 years of industry experience. He has worked at KMH Wealth Management, LLC since 2012. Keller Wealth Advisors is a nine-advisor team managing approximately $825 million for around 525 clients, including individuals, high-net-worth clients, trusts and estates, corporations, retirement plans, and charitable organizations. The firm employs a long-term, asset-allocation oriented approach combining passive and active strategies, integrating tax, estate, and cash-flow considerations, and provides comprehensive financial planning through CFP professionals.

Dylan Swanson is a financial advisor with Sather Financial Group, Inc. in New Braunfels, TX. He holds the Series 65 designation and has one year of industry experience. Prior to joining Sather Financial Group, he was self-employed for two years. 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 that emphasizes fundamental research and team-based idea review.

William Errett is a financial advisor at Sather Financial Group, Inc. in Victoria, Texas, holding a Series 65 designation. He joined the firm in 2025 after completing a decade as a student. Outside of his advisory role, he serves as CFO and accountant for Just Add Magic Entertainment, a character entertainment company based in north Austin. 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 utilizing team-based idea review and customized asset allocation.

Sarah Nix is a financial advisor at Keller Wealth Advisors in Victoria, TX, holding a Series 65 credential with three years of industry experience. Her prior roles include positions at KMH Wealth Management, LLC, South Star Wealth Management, and various engagements with Texas A&M University. Keller Wealth Advisors serves individuals, high-net-worth clients, trusts and estates, corporations, retirement plans, and charitable organizations, managing approximately $825 million across about 525 clients. The firm employs a long-term, asset-allocation oriented approach that combines passive and active strategies, integrates tax, estate, and cash-flow considerations, and provides comprehensive financial planning through a nine-advisor team.

Kyle Noack is a CFP® professional with 13 years of experience in financial planning and wealth management. He has worked with Keller & Associates CPAs, PLLC, and KMH Wealth Management, LLC, and spent five years with the Financial Planning Department at Texas A&M University. He currently serves as an advisor at Keller Wealth Advisors in Victoria, TX. Keller Wealth Advisors manages approximately $825 million for about 525 clients through a nine-advisor team. The firm serves individuals, high-net-worth clients, trusts and estates, corporations, retirement plans, and charitable organizations using a long-term, asset-allocation approach that combines passive and active strategies while integrating tax, estate, and cash-flow considerations.

Beth Koonce is a CFP® professional with nine years of industry experience, currently serving as an advisor at Keller Wealth Advisors. She has worked with KMH Wealth Management, LLC since 2016. Keller Wealth Advisors is a nine-advisor team managing approximately $825 million for around 525 clients, including individuals, high-net-worth clients, trusts, estates, corporations, retirement plans, and charitable organizations. The firm employs a long-term, asset-allocation oriented approach combining passive and active strategies, integrating tax, estate, and cash-flow considerations into its investment process.

Kelly Villafranca is a financial advisor at Keller Wealth Advisors in Victoria, TX, holding a Series 65 credential with one year of industry experience. She has previously worked at KMH Wealth Management, Ameriprise, and Edward Jones. Keller Wealth Advisors is a nine-advisor team managing approximately $825 million for individuals, high-net-worth clients, trusts, estates, corporations, retirement plans, and charitable organizations. The firm employs a long-term, asset-allocation approach combining passive and active strategies, integrates tax, estate, and cash-flow considerations, and provides comprehensive financial planning through CFP professionals.

Robert Mabe is a financial advisor with United Planners Financial Services of America and holds Series 63 and Series 65 licenses. He has 30 years of industry experience and has worked at firms including H. Beck, Inc. and his own Mabe Financial Group. Outside of financial services, he owns Dragonfly Ranch, a cattle buying and selling operation in Cuero, Texas. United Planners Financial Services serves a diverse client base including individuals, corporations, charitable organizations, retirement plans, and institutional clients. The firm offers financial planning, portfolio management, retirement plan services, and brokerage solutions through a network of 477 independent advisors using an open-architecture platform with multiple custodians and third-party money managers.