Mitchell West

Charles Bennett is a financial advisor at &Partners with 34 years of industry experience. He holds a Series 63 designation and previously worked at Wells Fargo Advisors and Wells Fargo Clearing. Outside of his advisory role, Bennett is involved in his community as a director of the Anderson County Youth Livestock Association and serves as treasurer and elder at the Triple S Cowboy Church. &Partners serves a diverse client base including individuals, retirement plans, charitable organizations, and private business owners. The firm offers a range of services such as portfolio management, financial and tax planning, and estate consulting, combining proprietary and third-party strategy models with both discretionary and non-discretionary management options.

Ryan Lightfoot is a financial advisor at &PARTNERS with 14 years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Advisors and Wells Fargo Clearing. Outside of his advisory role, he serves on the finance committee of Friendship Baptist Church and is a board member of East Texas Vida Nueva, where he assists in planning faith-based retreats for young men and women. &PARTNERS serves a diverse client base including individuals, retirement plans, charitable organizations, foundations, universities, corporations, and private business owners. The firm offers a wide range of services such as portfolio management, financial and tax planning, estate and trust consulting, and retirement plan education, combining proprietary and third-party strategy models with both discretionary and non-discretionary management options.

Oliver Kneisley is a ChFC® with 43 years of industry experience, currently affiliated with Hornor, Townsend & Kent, LLC. He has worked at Penn Mutual Life Insurance Company and Hornor Townsend and Kent, Inc. since 2000. Kneisley owns multiple life insurance brokerage firms where he provides advisory services focused on life insurance solutions, estate liquidity, and retirement planning for individuals and business owners. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, providing advisory services primarily on a non-discretionary basis through third-party asset manager platforms, financial planning, and consulting.

Stephen Missildine is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 credentials and bringing 52 years of industry experience. He has been with Equitable Advisors since 1999 and previously worked at Axa Advisors, LLC. Outside of his advisory role, he holds various outside insurance appointments. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations, providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model that utilizes multiple program sponsors and offers both advisory and brokerage/insurance channels to implement client recommendations.

Linda Atwood is a financial advisor at Edward Jones with the Series 66 designation and three years of industry experience. She has been with Edward Jones since 1989. Outside of her advisory role, she has been involved with INEOS USA Upstream Holdings LLC and Chesapeake Energy without active responsibilities. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of advisory programs and investment strategies, supported by a large network of advisors and branch offices nationwide.

David James is a CFP® professional with 24 years of industry experience, currently serving at LPL Financial since 2006. He operates in Palestine, TX, and holds Series 63 and Series 65 licenses. 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 range of investment solutions supported by an in-house research team and combines advisory operations with various non-advisory product offerings.