Steven M Collins

Jennifer Flickinger is a Series 66 licensed financial advisor with 21 years of industry experience. She has been with tru Independence Asset Management, LLC since 2020 and previously worked at Umpqua Investments, Inc., Umpqua Bank, and Wells Fargo Investments, LLC. 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 combination of active and passive strategies across various asset classes and employs both digital platforms and third-party managers to serve its client base.

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, holding a Series 63 designation and 46 years of industry experience. He has been with Linsco/Private Ledger Corp. since 1989, totaling 37 years in that role. In addition to his advisory work, he is a commissioned notary public serving business needs in Corsicana, TX. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm supports advisors with model portfolios, third-party management, and various platforms, combining extensive financial services with oversight of substantial discretionary assets.

Matthew Ramey is a financial advisor at Fidelity with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Fidelity and its affiliates since 2011. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage and deliver model portfolios across various platforms.

David Taylor is a financial advisor with Raymond James Financial in Corsicana, TX, holding a Series 63 designation and 46 years of industry experience. He has worked with Raymond James Financial and its affiliated entities since 1985. Outside of his advisory role, Taylor is a licensed insurance agent and owner of an accounting/CPA practice. He is also involved as a partner or owner in several business ventures related to land management and property development. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm employs tailored, non-discretionary planning and analytical tools to support client goals and offers a range of advisory programs alongside institutional consulting and portfolio management.

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.