Brooke Wentner

Thomas Boothe is a financial advisor at Main Street Asset Management with 16 years of industry experience. He holds a Series 65 designation and has been involved with Main Street Asset Management since 2009. Outside of his advisory role, he is a partner and president of Bluestone Partners, LLC, a construction and real estate services business, and he serves as chairman of the board for Sapphire Group, LLC, a real estate investment holding company. Main Street Asset Management provides investment advisory and financial planning services to individual investors, pension plans, trusts, charitable organizations, and corporations. The firm offers tailored portfolio management and a broad range of investment approaches, including discretionary management and alternative assets, with a focus on ongoing personal contact and client-specific strategies.

James Jebbia is a Series 66-licensed financial advisor with 24 years of industry experience. He has worked at Morgan Stanley from 2009 to 2019, including Morgan Stanley Private Bank, and has been with Diligent Investors, LLC since 2019. Diligent Investors, LLC provides investment advisory and financial planning services to individuals, trusts, retirement plans, and business entities. The firm employs fundamental analysis and proprietary asset-allocation models to create tailored portfolios, managing discretionary accounts and wrap fee programs while maintaining liquidity through partial cash balances.

Teresa Adams is a financial advisor at Gaddis Premier Wealth Advisors LLC with 15 years of industry experience. She holds a Series 66 designation and has previously worked at LPL Financial and Edward Jones. Outside of her advisory role, she is a commissioned notary in Denison, TX. Gaddis Premier Wealth Advisors LLC provides discretionary wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, and businesses. The firm employs model-based portfolio management using low-cost mutual funds, ETFs, individual stocks, and bonds, applying fundamental analysis and Modern Portfolio Theory with a generally long-term investment approach.

Dave Reed is a financial advisor at Gaddis Premier Wealth Advisors LLC with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at LPL Financial, Raymond James Financial Services, and Landmark Bank. Reed serves on the board of the Denison Boys and Girls Club and is involved with Restoration Pictures, a company producing Christian-themed motion pictures. Gaddis Premier Wealth Advisors LLC provides discretionary wealth management and financial planning to individuals, high-net-worth clients, trusts, estates, and businesses. The firm employs model-based portfolio management using low-cost funds, individual securities, and fundamental analysis with a generally long-term orientation.

Reno Jones is a financial advisor with Hilltop Securities Inc. in Sherman, TX, holding Series 63 and Series 65 credentials and 29 years of industry experience. He has worked at Hilltop Securities since 2020 and previously spent nine years at Raymond James Financial Services. Hilltop Securities Inc. provides brokerage, advisory, and retirement-plan consulting services to individuals, corporations, nonprofits, and institutional clients. The firm manages approximately $2.25 billion in assets and offers a range of investment solutions through an open-architecture platform, including adviser-managed and model-based programs, along with unique features such as municipal bond strategies co-advised with Franklin Templeton Group.

Jarett Brugger is a financial advisor at Hilltop Securities Inc. with 17 years of industry experience. He holds the Series 66 designation and has previously worked at Jones Asset Management and Raymond James Financial Services Advisors Inc. Hilltop Securities Inc. provides brokerage, execution, clearing, custody, investment advisory, and retirement-plan consulting services to individuals, corporations, nonprofit, and institutional clients. The firm offers a range of managed account programs and uses an open-architecture platform with multiple adviser-managed and model-based investment solutions.