Reagan Mikaela Lowrance

Laura Dawson is a CFP® with 22 years of industry experience, currently serving as an advisor at Berthel Fisher & Company Financial Services, Inc. since 2007. Her background includes ownership and management roles in cattle farming, commodities trading, and insurance businesses. Berthel Fisher & Company Financial Services, Inc. provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, and institutional clients, offering a range of asset management platforms and portfolio construction options through approximately 100 independent investment adviser representatives.

Nathan Crouch is a financial advisor with Berthel Fisher & Company Financial Services, Inc. in Sulphur Springs, TX. He holds Series 63 and Series 66 registrations and has 11 years of industry experience. Prior to his current roles, he has been with BFC Planning, Inc. since 2019 and Berthel Fisher & Company Financial Services since 2016. Outside of advisory work, he is involved as an insurance agent with two local agencies. Berthel Fisher & Company Financial Services provides investment advisory and financial planning services primarily for individual and high-net-worth clients, managing approximately $906 million in client assets. The firm offers a variety of investment platforms and strategies tailored to client needs, including discretionary and non-discretionary management, third-party arrangements, and variable annuity sub-account management.

Adriana Camacho is a financial advisor at Edward Jones with a Series 66 designation and 0 years of industry experience. Her prior work experience includes roles at Merren Law Office, Everything Unique, Doordash, and Sulphur Springs Independent School District. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, with approximately $1.01 trillion in assets under management supported by a large network of financial advisors and branch offices.

Chettamra Alexander is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 credentials and 18 years of industry experience. He has been associated with Raymond James since 2007 and currently serves as a branch manager and registered representative at Alliance Bank in Sulphur Springs, TX. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports a broad network of advisors, with notable municipal advisory capabilities and specialized employer retirement plan consulting.

Troy Lopez is a financial advisor at Raymond James Financial with one year of industry experience. He holds a Series 66 designation and previously worked at City National Bank of Sulphur Springs for 18 years. Outside of advising, he is a partner in a custom hay baling operation with his brothers. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, institutions, and nonprofits. The firm offers non-discretionary planning tailored to client goals and supports advisory programs, institutional consulting, and portfolio management across a large advisor network.

Jeffery Kesting is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and possessing 21 years of industry experience. His prior work includes roles at Independent Financial Group, Cetera Advisor Networks, Cambridge Investment Research, Girard Securities, Equitable Advisors, and Valic Financial Advisors. Outside of his advisory work, he is a season ticket owner involved in buying and selling individual event tickets. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolio programs, third-party asset management access, and institutional platforms, supported by various advisor-facing tools to assist in client account management.