Brian William Patton

Suzanne Evans is a financial advisor at D.A. Davidson & Co. with eight years of industry experience and holds the Series 66 designation. She has been with D.A. Davidson & Co. since 1998. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individuals, charitable organizations, and corporate clients. The firm offers ERISA retirement plan advisory services, comprehensive financial planning, and a private wealth program for high-net-worth clients, operating under fiduciary standards and employing both qualitative and quantitative investment analysis.

Timothy Stamps is a financial advisor at LPL Financial with five years of industry experience and holds the Series 66 designation. His prior work includes roles at Private Client Services, Kestra Advisory Services, Kestra Investment Services, and CRDN of Greater St. Louis. He is also a notary in Sparta, Illinois. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Tyler Thompson is a financial advisor with LPL Financial, holding a Series 66 credential and eight years of industry experience. Prior to joining LPL Financial in 2018, he worked at The Boeing Company for nine years. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by research and advisor tools.

Katie Keller is a financial advisor at LPL Financial with six years of industry experience. She holds the Series 66 designation and has worked at Regions Bank and Howell Financial Services, Inc. prior to joining LPL in 2020. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of advisory and brokerage services, including financial planning and model portfolio programs, supported by various operational and research tools.

Jacob Patton is a financial advisor at Raymond James Financial with a Series 66 designation and one year of industry experience. His prior work includes positions at Commonwealth Financial Network and First National Bank of Sparta. He has also spent time in educational roles at the University of Mississippi and Mater Dei Catholic High School. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a broad client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm employs analytical tools and risk profiling to support tailored, non-discretionary planning and consulting, and is noted for its municipal advisory affiliation and specialized retirement plan consulting programs.

Chris Mincheff is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and possessing 37 years of industry experience. He has been associated with Linsco/Private Ledger Corp. since 1998. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers various advisory and brokerage services through a large network of investment adviser representatives, utilizing model portfolios, third-party subadvisors, and customized strategies.