Jay Boekeloo is a CFP® professional with six years of industry experience, currently serving as the sole advisor at High Note Financial LLC since 2022. His prior roles include positions at Timepiece Financial Planning, Inc., Middleton & Company, and work outside the financial sector in music and academia. Boekeloo holds a master’s degree in personal finance and financial therapy and conducts analytical work for an unaffiliated advisory firm in a non-client-facing capacity. High Note Financial LLC provides discretionary investment management, comprehensive financial planning, and ERISA retirement-plan advisory services to individuals, high-net-worth clients, and businesses. The firm employs modern portfolio theory and long-term strategies with a focus on tax-aware implementation and behavioral finance, and offers participant education and group enrollment meetings for retirement-plan clients.

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.

Paul Clark is a CFP® and ChFC® with 26 years of industry experience. He is affiliated with Fairbanks Financial Wealth Management in Brenham, TX, and has been with MitchellClark & Company since 1976. Fairbanks Financial Wealth Management advises individuals, corporate pension and profit-sharing plans, trusts, estates, charitable institutions, and business entities on investment management and comprehensive financial planning. The firm employs a multi-manager, multi-style approach and integrates tax, insurance, and employee-benefit planning alongside investment advice.

Katherine Chatmon is a financial advisor with Fairbanks Financial Wealth Management in Brenham, TX, holding a Series 65 designation and one year of industry experience. Her prior work includes roles in education and nonprofit organizations such as Alabama Clinical Schools and Youth Villages. Fairbanks Financial Wealth Management serves individuals, including high-net-worth clients, as well as corporate pension plans, trusts, and charitable institutions, providing investment management and comprehensive financial planning. The firm emphasizes portfolio manager selection, asset allocation, and integrates tax, estate, and employee-benefit planning into its advisory services.

Brooke Huckert is a Series 65-licensed financial advisor at Virtue Capital Management, LLC with six years of industry experience. She previously worked at Lifestyle Asset Management, Inc. and has been associated with VDR Financial since 2014, where she also serves as a sales associate and insurance agent. Virtue Capital Management, LLC is an SEC-registered enterprise adviser managing approximately $1.2 billion in discretionary assets across about 90 advisers and more than 4,000 clients. The firm offers discretionary portfolio management, financial planning, third-party manager selection, ERISA consulting, and pre-retiree education, utilizing a model-driven approach with strategic and tactical strategies primarily through mutual funds and ETFs.

James Pheney is a financial advisor at NewEdge Advisors with 36 years of industry experience. He holds a Series 63 designation and has worked at firms including Mid Atlantic Financial Management, Mid Atlantic Capital Corporation, and Williams Financial Group. He is also CEO and co-owner of Plum Creek Investment Services Inc., a wealth management firm. NewEdge Advisors serves a diverse client base, including individuals, trusts, pension plans, corporations, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management through a wrap fee program that integrates asset management with financial planning and consulting.

Casey Henly is a financial advisor at Thrivent Investment Management with seven years of industry experience. He has worked with Thrivent since 2018 and previously worked at Producers Cooperative Association from 2015 to 2018. Henly serves on the City of Brenham Police Department Training Advisory Board and participates in staffing for local CrossFit competitions. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers goal-based planning across multiple financial topics without discretionary trading authority and combines planning with managed-account programs under a consolidated billing option.

Ryan Aschenbeck is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 65 credentials and 26 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Outside of his advisory role, he manages a cow-calf operation and serves as council chairman for St. Paul Lutheran Church of Shelby, in addition to participating on a committee focused on shared ministry among rural Lutheran churches. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning covering topics such as retirement, tax, estate, and business continuation, delivered without discretionary trading authority and with periodic reviews.

Gerrald Giblin is a financial advisor with OSAIC based in Houston, TX, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has been associated with Sandeen & Giblin since 2003 and FSC Securities Corporation from 2003 to 2023. Outside of his advisory role, Giblin serves as a trustee and vestry member for St. Peter’s Episcopal Church and is an advisory board member for the Brenham Housing Authority. OSAIC Wealth, Inc. is a large SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base including individual investors, retirement plans, corporations, and charitable organizations. The firm offers a range of advisory and brokerage services using a technology-driven investment process and supports thousands of financial advisors nationwide.

Katie Matthews is a financial advisor at Edward Jones with 12 years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2013. 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 and provides a range of investment strategies, tax-efficient services, and affiliated capabilities, operating under a fiduciary standard.

Rachel Nordt is a financial advisor at Edward Jones in Brenham, TX, holding a Series 66 designation with six years of industry experience. She has been with Edward Jones since 2009 in various capacities. In addition to her advisory role, she manages Nordt Three LLC, an entity created for a branch lease. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients and managing approximately $1.01 trillion in assets. The firm offers a range of advisory programs and investment options, operating under a fiduciary standard and supported by a nationwide network of over 23,000 financial advisors.

Shannan Schultz is a financial advisor at J.P. Morgan Securities with 19 years of industry experience. She holds Series 63 and Series 66 designations and has worked at J.P. Morgan Securities since 2012, following five years at JPMORGAN Chase Bank, N.A. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm delivers these services alongside affiliated brokerage, distribution, and investment management capabilities.

Floyd Robinson is a financial advisor at Morgan Stanley with 57 years of industry experience. He holds a Series 63 designation and has worked with Morgan Stanley Private Bank since 2015, Morgan Stanley Smith Barney since 2009, and Citigroup Global Markets since 1993. Outside of his advisory work, he is a partner in a family real estate investment partnership in Texas. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm utilizes structured discovery processes and advanced modeling tools as part of its planning approach.

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.

J Milliorn is a financial advisor with Edward Jones in Brenham, TX, holding CFP® and ChFC® designations and 22 years of industry experience. He has been with Edward Jones since 2003. In addition to his advisory role, he serves as a visiting lecturer for the Financial Planning Department at Texas A&M University. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions supported by a network of over 23,000 financial advisors nationwide.

Troy Herrera is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and eight years of industry experience. His prior work includes roles at Edward Jones and various positions during his early career, including at Statoil and Liveschool/NEXTGENVEST. Outside of his advisory work, he owns From Your Lens, a photo sharing service based in Brenham, TX. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, and charitable organizations. The firm offers financial planning, portfolio management, and retirement plan advisory through a large network of independent Financial Professionals using multiple account platforms and a variety of investment strategies.

Philip Oestreich is a financial advisor with Thrivent Investment Management, holding Series 63, 65, and 66 designations and bringing 19 years of industry experience. He has worked with Thrivent Financial for Lutherans and Thrivent Investment Management since 2008. Oestreich serves as a board member for CASA Bastrop, a nonprofit supporting children in the court system, and participates in several community organizations including the Rotary Club of La Grange and the Fayette County Disaster Recovery Team. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial plans without discretionary trading authority. The firm offers a range of written recommendations across financial planning topics and combines planning with managed-account services under a consolidated billing system called WealthPlan.

Brent Neal is a Series 66 licensed financial advisor with 12 years of industry experience, currently affiliated with LPL Financial since 2013. He is involved in a family business, Neal Financial Group LP, as an owner and also operates under a DBA for his LPL business. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plans, banks, charities, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and delivers services through a large network of investment adviser representatives.

Reid Aschenbeck is a financial advisor with Thrivent Investment Management based in Brenham, TX. He holds Series 63 and Series 65 licenses and has been with Thrivent since 2025. Prior to joining the firm, his work experience includes roles in construction, agriculture, and taxidermy supply businesses. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based financial planning without discretionary trading authority and allows clients to combine planning with managed-account programs under a consolidated billing option called “WealthPlan.”

Andrea Holle is a financial advisor at Edward Jones with 32 years of industry experience. She has been with Edward Jones since 1993 and holds the Series 63 and Series 66 designations. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and is notable for its extensive network of financial advisors and branch offices, as well as its range of advisory programs and affiliated financial services.

Nathan Matthews is a financial advisor at Edward Jones with two years of industry experience. He holds a Series 66 designation and previously worked at Baylor Scott & White Memorial Hospital, Irma Lerma Rangel College of Pharmacy, and Walgreens. Matthews also serves as an Operations Officer in the United States Army Reserves, where he is involved in operational planning, service member training, and retention. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets with a nationwide network of over 23,000 financial advisors and offers a range of advisory programs alongside affiliated mutual funds and tax-efficient services.

Justin Jersey is a financial advisor with Edward Jones in Brenham, TX, holding a Series 66 designation and 16 years of industry experience. He has been with Edward Jones since 2009. 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 solutions supported by a nationwide network of more than 23,700 financial advisors.

Barney Loesch is a financial advisor with Thrivent Investment Management in Brenham, TX, holding a Series 66 designation and with 24 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Outside of advisory work, he serves as a director of Brenham National Bank and co-manages Ray Squared Properties, LLC, a local office building. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based analyses and written recommendations covering various financial planning topics. The firm offers these services as standalone engagements without discretionary trading authority and integrates planning with managed accounts through its WealthPlan program.

Rachel Conley is a CFP® professional with 15 years of industry experience, currently serving as a financial advisor at Edward Jones since 2010. She holds the Series 66 designation and is based in Brenham, TX. Outside of her advisory role, she is a limited partner in The Jones Financial Companies, LLLP. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a network of over 23,700 financial advisors and offers a range of discretionary and non-discretionary investment strategies alongside affiliated mutual funds and tax-efficient services.

Shawn Weiss is a financial advisor at Thrivent Investment Management with eight years of industry experience. He has held roles at Thrivent Financial and its affiliates since 2017 and previously worked at Texas A&M, Brazos Valley Feeders, and Blinn Junior College. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing holistic, goal-based analyses across a range of financial planning topics. The firm separates planning services from managed-account programs and does not take discretionary trading authority for its planning engagements.