Matthew Ramey

Jennifer Flickinger is a financial advisor at tru Independence Asset Management, LLC with 21 years of industry experience. She has worked at tru Independence since 2020 and previously spent 11 years at Umpqua Bank and 10 years at Umpqua Investments, Inc. Flickinger holds the Series 66 designation. tru Independence Asset Management, LLC provides discretionary and non-discretionary investment management, financial planning, and pension consulting to individuals, high-net-worth clients, retirement plans, and institutional clients. The firm manages approximately $336.9 million in assets using a mix of active and passive strategies across various asset classes and employs both digital platforms and third-party sub-advisors to create diversified portfolios.

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 based in Corsicana, TX, holding a Series 63 designation and bringing 45 years of industry experience. He has been with Linsco/Private Ledger Corp., now part of LPL Financial, since 1989. Outside of his advisory work, he is a notary public serving business clients. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a broad range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

David Taylor is a financial advisor with Raymond James Financial in Corsicana, TX, holding a Series 63 designation and possessing 46 years of industry experience. He has been with Raymond James Financial Services, Inc. since 1985 and Raymond James Financial since 2009. Outside of his advisory role, Taylor is a licensed insurance agent and owner of a CPA firm, David E. Taylor, CPA, PFS. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, pension plans, charitable organizations, and municipal entities. The firm emphasizes non-discretionary financial planning and investment consulting, providing tailored recommendations supported by extensive research and a broad affiliate network.

Cade Cooper is a Series 66 licensed financial advisor with Edward Jones in Corsicana, TX, where he has worked since 2017. He has eight years of industry experience and previously worked at Saipem America and Footloose Dan Studio. Outside of financial advising, he is a partner in Rock Hard Meat Company LLC, a cattle operations and ranch management business. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, managed solutions, and affiliated mutual funds. The firm operates under a fiduciary standard and is notable for its large nationwide network of advisors and branch offices, as well as its affiliated investment and lending capabilities.

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.