Mitchell Alan West

Charles Bennett is a financial advisor with &Partners, holding a Series 63 designation and bringing 34 years of industry experience. His prior firms include Wells Fargo Advisors and Wells Fargo Clearing, where he worked for a combined 15 years. Outside of his advisory role, Bennett is involved in community and agricultural activities, serving as a director of the Anderson County Youth Livestock Association, owning and managing a registered cattle ranch, and holding treasurer and elder positions at a local church. &Partners serves a diverse client base including individual, institutional, and sovereign wealth fund clients. The firm offers investment advisory and brokerage services, utilizing both proprietary and third-party strategies through platforms such as Envestnet, and operates with a mix of fee structures uncommon among similar enterprises.

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, Lightfoot assists with flooring installations and serves on the finance committee of Friendship Baptist Church, as well as on the board of East Texas Vida Nueva, a faith-based organization coordinating spiritual retreats for young men and women. &PARTNERS serves a diverse client base including individual and institutional clients such as high-net-worth individuals, retirement plans, charitable organizations, and sovereign wealth funds. The firm offers both investment advisory and brokerage services, utilizing a range of proprietary and third-party investment strategies delivered through platforms like Envestnet.

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 affiliated with LPL Financial since 2006. He holds Series 63 and Series 65 licenses and operates out of Palestine, TX. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory and brokerage services, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.