Kenneth Kyle Knox

Brad Howlett is a financial advisor with Edward Jones in Marshall, TX, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience since 2003. Outside of his advisory role, he is involved in venue and event center businesses in Marshall, including co-owning Warehouse 208 and partnering in Howlett Investments LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets and operates a nationwide network of more than 23,700 financial advisors.

Ashley Caudle is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 21 years of industry experience. Prior to joining LPL Financial in 2026, she worked at Kestra Advisory and Kestra Investment Services from 2019 to 2026 and Woodbury Financial Services from 2016 to 2019. She is also the owner of Caudle Financial Services, a back-office operations business. 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 access, and institutional platforms.

Michael Stevens is a financial advisor with Cetera, holding a Series 66 designation and 18 years of industry experience. His career includes roles at Avantax Advisory Services and Colonial Life. Outside of his advisory work, he is involved in managing an outdoor adventure business offering watercraft rentals and guide services, and he serves as an executor for estate administration. Cetera Investment Advisers LLC is an SEC-registered firm that serves a wide range of clients, including individual investors, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers multiple portfolio management options and financial planning services through a large nationwide network of independent advisors.

Kasey Cram is a financial advisor at Edward Jones in Marshall, TX, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones, Kasey worked at Amore Mio Trattoria and was a full-time student for eight years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment advisory programs and maintaining a large national network of financial advisors and branch offices.

James Thomas is a financial advisor with Edward Jones in Marshall, TX, holding Series 63 and Series 66 licenses and 20 years of industry experience. He has been with Edward Jones since 2005. Outside of his advisory role, he has involvement in royalty interests related to Basa Resources and holds positions with COG Operating LLC and Texas Petroleum Investment Co without active responsibilities. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a wide range of advisory services, including discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets through a network of more than 23,000 financial advisors and maintains capabilities beyond advisory services such as a trust company and securities-based lending.

Lorie Knox is a financial advisor with LPL Financial, holding a Series 66 designation and five years of industry experience. She previously worked at Kestra Advisory and Kestra Investment Services. Knox is also involved in back-office operations as a bookkeeper for Knox Financial Advising. 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, and institutional platforms, with advice and account management primarily delivered by investment adviser representatives.