Evidence Wealth, LLC

James Whiddon is a CFP® with 27 years of industry experience and is currently an advisor at Evidence Wealth, LLC. He has worked at Buckingham Asset Management, LLC since 2013 and joined Evidence Wealth in 2021. Outside of his advisory role, Whiddon is the CEO and owner of The Old School, a leadership training organization for young people, and serves as a liaison and adjunct instructor in the Financial Planning Program at Texas A&M University. Evidence Wealth is a six-advisor firm that provides discretionary investment management and financial planning to individuals, high-net-worth clients, trusts, charitable organizations, businesses, and qualified retirement plans. The firm employs an evidence-based investment approach grounded in Modern Portfolio Theory, emphasizing broad asset-class diversification primarily through passive mutual funds and ETFs.

Matthew Gentry is a CFP® with 17 years of industry experience, currently serving at Evidence Wealth, LLC since 2021. He has also worked at LPL Financial and VisionPoint Advisory Group since 2015. Outside of his advisory roles, he has served as Interim Pastor of Administration at Emmanuel Baptist Church in Bryan, TX. Evidence Wealth is a six-advisor firm providing discretionary investment management and financial planning to individuals, high-net-worth clients, trusts, charitable organizations, businesses, and qualified retirement plans. The firm employs an evidence-based investment process grounded in Modern Portfolio Theory, utilizing broad asset-class diversification primarily through passive mutual funds and ETFs.

Patrick Tuggle is a Series 65-licensed advisor at Evidence Wealth, LLC with three years of industry experience, including prior roles at Thompson, Derrig & Craig and Ingram, Wallis & Co. He also provides bookkeeping services for a small roofing company and prepares individual tax returns. Evidence Wealth is a six-advisor firm offering discretionary investment management and financial planning to individuals, high-net-worth clients, trusts, charitable organizations, businesses, and qualified retirement plans. The firm employs an evidence-based investment approach grounded in Modern Portfolio Theory, utilizing broad asset-class diversification primarily through passive mutual funds and ETFs, and collaborates with third-party sub-advisers for certain portfolios.

John Shaw is a financial advisor at Evidence Wealth, LLC in Bryan, TX, holding a Series 65 designation. He has experience at Paragon Financial Advisors, Thompson, Derrig & Craig, PwC, and a background in education at Texas A&M University and Trinity Christian Academy. Shaw is also a CPA, though currently has no active duties in that role. Evidence Wealth is a six-advisor firm providing discretionary investment management and financial planning to individuals, high-net-worth clients, trusts, charitable organizations, businesses, and qualified retirement plans. The firm employs an evidence-based investment approach grounded in Modern Portfolio Theory, utilizing broad asset-class diversification primarily through passive mutual funds and ETFs.

Dalton Smith is a Series 65-licensed advisor at Evidence Wealth, LLC with one year of industry experience. Prior to joining Evidence Wealth, he worked at Mathnasium from 2018 to 2022. Evidence Wealth is a six-advisor firm that provides discretionary investment management and financial planning services to individuals, high-net-worth clients, trusts, charitable organizations, businesses, and qualified retirement plans. The firm employs an evidence-based investment process grounded in Modern Portfolio Theory, utilizing broad asset-class diversification primarily through passive mutual funds and ETFs.

Johnathan Whiddon is a financial advisor at Evidence Wealth, LLC in Bryan, TX, holding a Series 65 designation with one year of industry experience. His prior work includes roles at RiskWell, Insgroup, and HUB International. Outside of financial advising, he and his wife sell discounted trial period mattresses through Sharetown, managing related expenses themselves. Evidence Wealth is a six-advisor firm providing discretionary investment management and financial planning to individuals, high-net-worth clients, trusts, charitable organizations, businesses, and qualified retirement plans. The firm employs an evidence-based investment process grounded in Modern Portfolio Theory, focusing on broad asset-class diversification primarily through passive mutual funds and ETFs.