Cade F Cooper

Jennifer Flickinger is a financial advisor with Tru Independence Asset Management, LLC, holding a Series 66 designation and bringing 22 years of industry experience. Her prior roles include positions at Umpqua Investments, Inc., Umpqua Bank, and Wells Fargo Investments, LLC. She has been with Tru Independence since 2020. Tru Independence Asset Management provides discretionary and non-discretionary investment management, financial planning, and pension consulting to individuals, high-net-worth clients, retirement plans, and institutional customers. The firm employs diversified portfolios using both active and passive strategies and integrates multiple platforms and third-party managers to serve its clients.

Susan Mack is a financial advisor with Planmember Securities Corporation, holding a Series 66 designation and 16 years of industry experience. She has been with Planmember since 2015. Outside of her advisory role, Mack co-owns Mermaid Cove Farms, where she sells locally grown fruit, vegetables, and wares, and she has operated Sew What Custom Clothiers as a sole proprietor providing seamstress services since 1989. Planmember Securities Corporation provides retirement-plan advisory services to employers and plan participants, offering fiduciary oversight under ERISA Section 3(38) and participant-level investment options through risk-based mutual fund portfolios. The firm supports plan sponsors and participants with education, personalized planning, and separation counseling, using a strategic asset allocation investment process.

David Nyquist is a financial advisor with LPL Financial, holding a Series 63 designation and 46 years of industry experience. He has been with Linsco/Private Ledger Corp. since 1989, totaling 37 years in that role. In addition to his advisory work, he is a commissioned notary public serving business needs in Corsicana, TX. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm supports advisors with model portfolios, third-party management, and various platforms, combining extensive financial services with oversight of substantial discretionary assets.

Matthew Ramey is a financial advisor at Fidelity with 13 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Fidelity in various capacities since 2011. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to diverse clients, including retail and institutional investors, offering discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, applying systematic methodologies and oversight controls in its investment process.

David Taylor is a financial advisor with Raymond James Financial in Corsicana, TX, holding a Series 63 designation and 46 years of industry experience. He has worked with Raymond James Financial and its affiliated entities since 1985. Outside of his advisory role, Taylor is a licensed insurance agent and owner of an accounting/CPA practice. He is also involved as a partner or owner in several business ventures related to land management and property development. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm employs tailored, non-discretionary planning and analytical tools to support client goals and offers a range of advisory programs alongside institutional consulting and portfolio management.

John Blackard is a financial advisor with Edward Jones in Corsicana, TX, holding a Series 66 designation and 18 years of industry experience. He has been with Edward Jones since 2007. 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 under management and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.