Lorie Knox

Kenneth Knox is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 24 years of industry experience. He previously worked at Kestra Advisory and Woodbury Financial Services. Outside of his advisory work, Knox is involved in team roping as a header. LPL Financial serves individual investors, retirement plan sponsors, banks, credit unions, and institutions through a large network of advisers, offering a range of advisory and brokerage programs supported by research, technology, and multiple investment solutions.

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 licenses and bringing 20 years of industry experience. Prior to joining LPL Financial in 2026, Caudle worked at Kestra Advisory and Kestra Investment Services for seven years, along with positions at Woodbury Financial Services, BBVA Securities, and Compass Bank. Caudle also owns Caudle Financial Services, a business handling back office operations. LPL Financial serves individual investors, retirement plan sponsors, banks, credit unions, and other institutions through a nationwide network of over 21,800 investment adviser representatives. The firm offers a broad range of advisory and brokerage solutions, including wrap programs, third-party asset management, model portfolios, financial planning, and retirement plan consulting, managing more than $819 billion in advisory assets.

Michael Stevens is a financial advisor with Cetera, holding a Series 66 credential and 18 years of industry experience. He has worked with several firms including Avantax and Colonial Life, and has operated his own businesses in tax preparation, accounting, and business consulting. Outside of financial advising, Stevens oversees operations for a watercraft rental and guide service company and manages oil and gas mineral interests. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth clients, institutions, and retirement plans through a large network of independent advisors. The firm offers a range of portfolio management and fiduciary solutions, combining retirement capabilities with a broad institutional platform.

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.