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.

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.