Ben Gordon Earls

Max Stewart is a Series 65-licensed advisor at Simplicity Wealth in Tyler, Texas, with one year of industry experience. Simplicity Wealth serves a broad range of clients including individual and high-net-worth investors, retirement plans, and institutional investors, offering advisory services and a TAMP platform with a fund-of-funds investment approach that incorporates ETFs, mutual funds, and individual securities.

Planning, not predictions, and products. We help our clients coordinate, simplify, and manage their investment, tax, insurance, healthcare/Medicare, Social Security, and estate planning needs under one roof. After 25 years at Ameriprise, I launched my own independent RIA to provide comprehensive financial planning and wealth management services focusing on advice, not sales or products. We help our clients coordinate, simplify, and manage their investment, tax, insurance, and estate planning needs under one roof. Our typical client is someone who believes that true wealth is having control over their time so they can spend it with the people and activities they love. They prefer to delegate most of their financial matters to a team of trusted professionals who will care for their loved ones after they are gone.

Victor Williams is a financial advisor at Gibson Wealth Advisors, LLC with 26 years of industry experience. He held positions at American Express Financial Advisors Inc. / Ameriprise Financial for 14 years before joining Gibson Wealth Advisors in 2016. He holds Series 63 and Series 65 licenses and is also an insurance agent in Tyler, TX. Gibson Wealth Advisors serves individual and high-net-worth clients, focusing on those at or nearing retirement. The firm offers comprehensive financial planning, discretionary investment management, and additional services such as Medicare consulting and coordinated tax-preparation assistance, with an investment approach based on Modern Portfolio Theory and evidence-based strategies.

Joe Wylie is a financial advisor at Dean Wealth Management, LLC with 35 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Trinity Portfolio Advisors, Mass Mutual Investors Services, Gollob, Morgan & Peddy Financial Consultants, and Sunamerica Securities. In addition to his advisory work, Joe is a CPA who prepares and reviews tax returns and conducts tax research and planning. Dean Wealth Management provides investment supervisory services and financial planning primarily to individual family households, retirement and pension plans, trusts, and estates. The firm combines strategic asset allocation with tactical programs and employs a mix of discretionary and non-discretionary management approaches.

Benjamin Dean is a CFP® with 23 years of industry experience, currently affiliated with Dean Wealth Management, LLC. He has worked at Swords Wealth Management LLC since 2014. In addition to his advisory role, Dean is an independent insurance agent operating as a sole proprietor. Dean Wealth Management serves individual family households, retirement and pension plans, trusts, and estates, managing approximately $51.1 million in assets across about 102 client households. The firm employs a combination of strategic asset allocation and tactical investment programs, utilizing both discretionary and non-discretionary management approaches.

David Breedlove is a ChFC® credentialed advisor at Dean Wealth Management, LLC with 55 years of industry experience. He has worked at Swords Wealth Management and Concorde Asset Management, and has operated Breedlove Insurance & Financial Services since 1969. Outside of his advisory role, he is involved as a managing member and general partner in several private business entities. Dean Wealth Management provides investment supervisory services and financial planning primarily to individual households, including both high-net-worth and non-HNW clients, as well as retirement accounts, trusts, and other entities. The firm uses a combination of strategic asset allocation and tactical, trend-weighting overlays, employing multiple analysis methods and in-house programs that may include leveraged or inverse ETFs and trend-based equity exposure adjustments.