Chad Alan Burkhalter

Jeffrey Murry is a CFP® with 17 years of industry experience, currently with Avantax Planning Partners, Inc. in Gilmer, TX. His prior roles include nearly a decade at 1st Global Capital Corp. and various positions within Cetera entities since 2025. Outside of his advisory work, he is a partial owner of Murry Investments LLC, which manages rental properties. Avantax Planning Partners, Inc. provides portfolio management, financial planning, and managed retirement plan services to individuals, businesses, and charitable organizations. The firm primarily operates through a network of CPA firms and advisors, managing approximately $7.57 billion in assets using firm-designed investment models with tax-sensitive strategies.

Justin Lakin is a financial advisor with Eagle Strategies (NY Life) who holds Series 63 and Series 65 licenses and has 10 years of industry experience. His prior roles include positions at TK Operations Consultants, Nylife Securities LLC, and New York Life Insurance Company. Outside of his advisory work, he is involved as a partner in a yak farming venture focused on meat production and also consults on financial services business operations and training. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm specializes in tailored advice across multiple program types and has a significant focus on non-discretionary assets, working extensively with plan sponsors and integrated within the New York Life affiliate structure.

Matthew Diaz is a financial advisor with Eagle Strategies (NY Life) based in Gilmer, TX, holding Series 65 and Series 63 licenses and bringing 11 years of industry experience. He has been affiliated with New York Life Insurance Company and its related entities since 2015 and also operates Silas Parker & Associates LLC. Outside of finance, Diaz teaches martial arts to youth and adults through Diaz Martial Arts, a business he has run since 1998. Eagle Strategies serves a diverse client base including individual investors and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and operates primarily on a non-discretionary asset management model within the integrated New York Life affiliate structure.

Mac Hargrove is a CFP® professional with 30 years of industry experience, currently serving at Raymond James & Associates since 2016. He holds Series 63 and Series 65 licenses. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering financial planning and non-discretionary investment consulting supported by a range of portfolio management styles and affiliated research.

Gary Vestal is a financial advisor with Edward Jones in Gilmer, Texas, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1992 and has been affiliated with San Houston State University since 1987. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both high-net-worth and non-high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a large national network of advisors and branch offices and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Michael Oxsheer is a financial advisor with Edward Jones in Longview, TX, holding Series 63 and Series 66 licenses and having 12 years of industry experience. He has been with Edward Jones since 2013. Outside of his advisory role, he is involved in timber sales in Garrison, TX. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.