Micheal Lynn Boyter

Max Stewart is a Series 65-licensed advisor at Simplicity Wealth in Tyler, Texas, with one year of industry experience. Simplicity Wealth serves a broad range of clients including individual and high-net-worth investors, retirement plans, and institutional investors, offering advisory services and a TAMP platform with a fund-of-funds investment approach that incorporates ETFs, mutual funds, and individual securities.

Michael Evans is a CFP® professional with 13 years of industry experience, practicing at Legacy Group in Tyler, TX. He has been with Legacy Group since 1987. Evans is also a licensed insurance agent. Legacy Group is an independent firm that provides fee-based financial planning and investor coaching, primarily serving individual clients. The firm refers accounts to an unaffiliated registered investment adviser for portfolio management, using a non-discretionary approach and implementing portfolios through the Matson Fund Platform and Free Market Funds.

Planning, not predictions, and products. We help our clients coordinate, simplify, and manage their investment, tax, insurance, healthcare/Medicare, Social Security, and estate planning needs under one roof. After 25 years at Ameriprise, I launched my own independent RIA to provide comprehensive financial planning and wealth management services focusing on advice, not sales or products. We help our clients coordinate, simplify, and manage their investment, tax, insurance, and estate planning needs under one roof. Our typical client is someone who believes that true wealth is having control over their time so they can spend it with the people and activities they love. They prefer to delegate most of their financial matters to a team of trusted professionals who will care for their loved ones after they are gone.

Victor Williams is a financial advisor at Gibson Wealth Advisors, LLC with 26 years of industry experience. He held positions at American Express Financial Advisors Inc. / Ameriprise Financial for 14 years before joining Gibson Wealth Advisors in 2016. He holds Series 63 and Series 65 licenses and is also an insurance agent in Tyler, TX. Gibson Wealth Advisors serves individual and high-net-worth clients, focusing on those at or nearing retirement. The firm offers comprehensive financial planning, discretionary investment management, and additional services such as Medicare consulting and coordinated tax-preparation assistance, with an investment approach based on Modern Portfolio Theory and evidence-based strategies.

Michael Grimm is a CFP® professional with seven years of industry experience. He is currently with Intentional Living FP, where he has worked since 2024. His prior experience includes roles at Charles Schwab & Co., Empower Retirement, GWFS Equities, Adventist Health System/Texas, and Fidelity Investments. Intentional Living FP serves individuals, high-net-worth families, and businesses by providing discretionary investment management alongside comprehensive financial planning. The firm emphasizes a primarily passive, asset-allocation approach while incorporating various analytical methods and offers educational seminars and speaking engagements separate from product sales.

Hayden Brown is a Series 66-licensed advisor at Murray Securities, Inc. with three years of industry experience. Prior to joining Murray Securities, he worked at Tyler Valet and East Texas Supply. Outside of his advisory role, he has experience balancing work with his time as a student over the past decade. Murray Securities, Inc. provides investment advisory and portfolio management services to individuals and high-net-worth clients, using a combination of fundamental, quantitative, and technical analysis. The firm offers both discretionary and non-discretionary management, along with broker-dealer services, and emphasizes documented investment policy statements and regular portfolio reviews.