Robert Coakley is a Series 65 licensed advisor at Anova Management with two years of industry experience. He serves as Chief Executive Officer of Natured Ease, a company specializing in broad spectrum hemp CBD products, tinctures, and creams. Anova Management provides discretionary investment management to individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, and other business entities. The firm employs its Efficient Market Portfolio Plus (EMP Plus) strategy, which uses quantitative algorithms to build diversified equity portfolios with defensive adjustments aimed at reducing downside volatility.

Wayne Penello is a financial advisor at Anova Management with four years of industry experience. He holds a Series 65 designation and has previously worked at NextGen EMP and Risked Revenue Energy Associates. Outside of advising, he serves on the board of directors for AEGIS-HEDGING SOLUTIONS, a company focused on commodities research and portfolio management software, and is a co-author of the book *Risk is an Asset*. Anova Management provides discretionary investment management to individuals, high-net-worth clients, and various entities without account minimums. The firm’s approach centers on its Efficient Market Portfolio Plus strategy, which uses quantitative algorithms to adjust allocations among broad equity ETFs, cash, and defensive short ETF positions to manage risk and seeks lower drawdowns.

Anthony Diplacido is a financial advisor at Anova Management with four years of industry experience. He holds a Series 65 credential and serves as president and CEO of Life Design Construction, Inc., a home remodeling company. Diplacido has worked at Anova Management since 2022 and has prior experience with Nextgen Emp, LLC and World Light Tech, Inc. Anova Management provides discretionary investment management to individuals, high-net-worth clients, trusts, estates, charitable organizations, and corporations. The firm’s approach focuses on portfolio management using exchange-traded funds and periodic rebalancing, centered on its Efficient Market Portfolio Plus strategy that applies quantitative algorithms to adjust allocations for risk management.

Mark Hudec is a financial advisor with NFSG Corporation and holds a Series 63 designation. He has 38 years of industry experience, including previous roles at United Planners' Financial Services, Trilogy Wealth Management, and Trilogy Wealth Partners. Outside of his advisory work, he is also an independent insurance agent specializing in life and health insurance. NFSG Corporation is an SEC-registered investment adviser that provides asset management and financial planning services to individuals, pension plans, trusts, charitable organizations, and businesses. The firm customizes portfolios based on client objectives and risk tolerance, employing a mix of fundamental, technical, and cyclical analysis, and frequently uses third-party managers to deliver discretionary and non-discretionary investment solutions.

Gary Zweschper is a financial advisor with Principal Financial Services, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has worked with Principal Life Insurance Company and Principal Securities Inc. since 2013 and 2016, respectively, and is currently associated with Middle Creek Financial. Outside of his advisory role, Zweschper is a partner in a commercial beef cattle ranch and serves as a board member of the Schulenburg Chamber of Commerce. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, retirement consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Preston Langhoff is a financial advisor at Thrivent Investment Management with two years of industry experience. He holds a Series 66 designation and has previous work experience at Kiewit and Texas State Technical College. Langhoff is also a partner in Langhoff Bro Properties LLC. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors, offering planning on a one-time or ongoing basis that covers a broad set of financial topics without implementation services. The firm focuses on holistic, goal-based analyses and allows clients to combine planning with managed-account programs under a consolidated billing option.

Case Hollub is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He previously worked at SouthStar Bank, SSB from 2011 to 2018 and has been with LPL Financial since 2006. Outside of his advisory role, Hollub is involved in non-variable insurance sales, including fixed annuities, whole life, and long-term care insurance through various agencies. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a wide range of investment solutions supported by an in-house research team and combines large-scale advisory operations with insurance, annuity products, and other financial services.

Teresa Moeller is a Series 66-licensed financial advisor with Edward Jones in Columbus, TX, with 13 years of industry experience. She has been with Edward Jones since 1998. Edward Jones is a full-service wealth management firm serving individual and institutional clients nationwide, with over $1 trillion in assets under management and a large network of financial advisors and branch offices. The firm offers a range of advisory services including discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Burris Mc Ree is a Series 66 licensed financial advisor with Edward Jones, based in Columbus, TX, and has three years of industry experience. Prior to joining Edward Jones in 2022, he worked at Gulftex Properties from 2018 to 2022 and JLL from 2013 to 2018. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages over $1 trillion in assets and offers a range of investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

James Heger is a financial advisor at Edward Jones in Weimar, TX, holding a Series 66 designation with seven years of industry experience. Prior to joining Edward Jones in 2018, he worked at Hollas-Duncan Insurance Agency from 2014 to 2018. 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 and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and proprietary mutual funds, operating under a fiduciary standard.

Christopher Hooper is a financial advisor with Edward Jones in Schulenburg, TX, holding Series 63 and Series 66 licenses and 25 years of industry experience. He has been with Edward Jones since 2000. Outside of his advisory role, he is involved in hay production and serves as Vice Chairman of the Blinn College Schulenburg Campus Advisory Committee. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies and advisory services. The firm manages over $1 trillion in assets and operates a nationwide network of more than 23,000 financial advisors.

Terry Braun is a financial advisor at Edward Jones in Columbus, TX, holding Series 63 and Series 65 designations with 12 years of industry experience. He has been with Edward Jones since 2013. Outside of his advisory role, he owns a rental business involving barns and homes in Weimar, TX. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Carrie Mc Ree is a financial advisor with Edward Jones in Columbus, TX, holding a Series 66 designation and with 11 years of industry experience. She has been with Edward Jones since 2014. 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 large national network of advisors and branch offices.

Russell Braun is a CFP® certificant with 23 years of industry experience and has been with Edward Jones since 2002. He is based in Columbus, TX, and serves as Vice President of the Columbus Community Hospital Foundation, where he is one of three members on the investment committee. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment advisory programs and a national network of over 23,000 advisors. The firm offers discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.