Thad Jeffrey Erwin

Debra Floyd is a financial advisor at Uptick Partners, LLC with two years of industry experience. She holds a Series 65 designation and previously worked at Edward Jones for 22 years. Uptick Partners provides wealth management services to individuals, trusts, estates, charitable organizations, corporations, and retirement plans, offering investment management, financial and tax planning, and consulting. The firm employs an asset-allocation approach supplemented by various analytical methods and manages portfolios using discretionary and non-discretionary strategies.

Holly Pace is a financial advisor at Parkway Wealth Management Group, LLC with 25 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Raymond James Financial Services and Smith & Partners Financial Services LLC. Holly is also licensed as an independent insurance agent. Parkway Wealth Management Group manages approximately $1.22 billion in discretionary assets, serving individuals, families, business owners, pension plans, charitable entities, and institutional clients. The firm offers portfolio management and comprehensive financial planning with a personalized investment approach that includes diversified portfolios and a range of strategies from conservative to aggressive.

Kyle Hogan is a CFP® professional with 12 years of experience in the financial advisory industry. He currently works at Uptick Partners, LLC and previously held roles at Purshe Kaplan Sterling Investments and Buttonwood Financial Group. Outside of his advisory work, Kyle serves as Vice President of the Urban Core KC Chapter of Business Network International. Uptick Partners provides comprehensive wealth management services to individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs an asset-allocation approach incorporating various analysis methods and offers services including investment management, financial and tax planning, retirement plan consulting, and business exit consulting.

Ricky Brown is a financial advisor with Parkway Wealth Management Group, LLC in Nacogdoches, TX, holding Series 63 and Series 66 credentials and with 25 years of industry experience. He has worked at Raymond James Financial and its affiliates from 2007 to 2025 before joining Parkway Wealth Management Group. Brown is also licensed as an independent insurance agent through One Insurance Solutions. Parkway Wealth Management Group, LLC manages approximately $1.22 billion in discretionary assets and serves individuals, families, business owners, pension and profit-sharing plans, charitable entities, and other institutional clients. The firm employs a personalized investment approach across a broad range of asset classes and typically manages client accounts on a discretionary basis.

John Sidery is a CFP®-designated financial advisor with 10 years of industry experience. He is currently with Uptick Partners, LLC and previously worked at Legacy Capital Wealth Partners and Charles Schwab. Outside of his advisory role, he is the founder of Olympus Wealth Strategies. Uptick Partners provides wealth management services to individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs an asset-allocation approach informed by Modern Portfolio Theory and supplemented by various analytical methods, offering a range of investment management, financial planning, tax planning, and consulting services.

James Henry is a CFP® professional with 15 years of industry experience. He currently works at Uptick Partners, LLC, where he has been since 2025, and previously spent 14 years at Edward Jones. Uptick Partners provides wealth management services to individuals, trusts, estates, charitable organizations, corporations, and retirement plans, combining investment management with financial and tax planning. The firm employs an asset-allocation approach informed by Modern Portfolio Theory and various analytical methods, and offers a range of portfolio options including separately managed accounts and third-party solutions.