Thomas Boothe is a financial advisor at Main Street Asset Management with 16 years of industry experience. He holds a Series 65 designation and has been involved with Main Street Asset Management since 2009. Outside of his advisory role, he is a partner and president of Bluestone Partners, LLC, a construction and real estate services business, and he serves as chairman of the board for Sapphire Group, LLC, a real estate investment holding company. Main Street Asset Management provides investment advisory and financial planning services to individual investors, pension plans, trusts, charitable organizations, and corporations. The firm offers tailored portfolio management and a broad range of investment approaches, including discretionary management and alternative assets, with a focus on ongoing personal contact and client-specific strategies.

James Jebbia is a Series 66-licensed financial advisor with 24 years of industry experience. He has worked at Morgan Stanley from 2009 to 2019, including Morgan Stanley Private Bank, and has been with Diligent Investors, LLC since 2019. Diligent Investors, LLC provides investment advisory and financial planning services to individuals, trusts, retirement plans, and business entities. The firm employs fundamental analysis and proprietary asset-allocation models to create tailored portfolios, managing discretionary accounts and wrap fee programs while maintaining liquidity through partial cash balances.

Teresa Adams is a financial advisor at Gaddis Premier Wealth Advisors LLC with 15 years of industry experience. She holds a Series 66 designation and has previously worked at LPL Financial and Edward Jones. Outside of her advisory role, she is a commissioned notary in Denison, TX. Gaddis Premier Wealth Advisors LLC provides discretionary wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, and businesses. The firm employs model-based portfolio management using low-cost mutual funds, ETFs, individual stocks, and bonds, applying fundamental analysis and Modern Portfolio Theory with a generally long-term investment approach.

Dave Reed is a financial advisor at Gaddis Premier Wealth Advisors LLC with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at LPL Financial, Raymond James Financial Services, and Landmark Bank. Reed serves on the board of the Denison Boys and Girls Club and is involved with Restoration Pictures, a company producing Christian-themed motion pictures. Gaddis Premier Wealth Advisors LLC provides discretionary wealth management and financial planning to individuals, high-net-worth clients, trusts, estates, and businesses. The firm employs model-based portfolio management using low-cost funds, individual securities, and fundamental analysis with a generally long-term orientation.

Reno Jones is a financial advisor with Hilltop Securities Inc. in Sherman, TX, holding Series 63 and Series 65 credentials and 29 years of industry experience. He has worked at Hilltop Securities since 2020 and previously spent nine years at Raymond James Financial Services. Hilltop Securities Inc. provides brokerage, advisory, and retirement-plan consulting services to individuals, corporations, nonprofits, and institutional clients. The firm manages approximately $2.25 billion in assets and offers a range of investment solutions through an open-architecture platform, including adviser-managed and model-based programs, along with unique features such as municipal bond strategies co-advised with Franklin Templeton Group.

Jarett Brugger is a financial advisor at Hilltop Securities Inc. with 17 years of industry experience. He holds the Series 66 designation and has previously worked at Jones Asset Management and Raymond James Financial Services Advisors Inc. Hilltop Securities Inc. provides brokerage, execution, clearing, custody, investment advisory, and retirement-plan consulting services to individuals, corporations, nonprofit, and institutional clients. The firm offers a range of managed account programs and uses an open-architecture platform with multiple adviser-managed and model-based investment solutions.

Eric Kloppers is a financial advisor with Hilltop Securities Inc. in Sherman, TX, holding Series 63 and Series 65 credentials and 16 years of industry experience. His prior roles include positions at Raymond James Financial Services, Inc. and Peter G. Kloppers CPA, LLC. He serves as an advisory board member for the Sherman Education Foundation. Hilltop Securities Inc. offers brokerage, investment advisory, and retirement-plan consulting services to individuals, corporations, nonprofits, and institutional clients. The firm manages approximately $2.25 billion in assets and provides a range of portfolio management programs and specialized municipal bond strategies through an open-architecture platform.

Aaron Melton is a financial advisor with Benjamin F. Edwards & Company, Inc. He holds a Series 66 designation and has been with the firm since 2025. Prior to joining Benjamin F. Edwards, he worked at Bar M Ranch, Presco, and Texas Instruments. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer with approximately 436 advisors and $15.7 billion in client assets. The firm serves individuals, corporations, retirement plans, trusts, and nonprofit organizations, offering a range of advisory programs and investment management solutions that include both firm-developed and third-party model strategies.

Katherine Worrell is a CFP®-designated financial advisor with Benjamin F. Edwards & Company, Inc., where she has worked since 2014. She has 16 years of industry experience and holds a Series 66 license. Outside of her advisory role, she is the sole owner of W Opportunity Fund, LLC, a real estate investment entity based in Sherman, TX. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer with approximately 436 advisors and $15.7 billion in client assets. The firm serves individuals, corporations, retirement plans, trusts, foundations, and nonprofit organizations, offering a range of advisory programs and investment strategies overseen by an Investment Strategy Committee.

James Graham is a CFP® professional with 25 years of experience in the financial industry. He has been with Benjamin F. Edwards & Company, Inc. since 2014. Outside of his advisory role, he co-owns Graham Honey Company LLC, a business involved in honey production. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving individuals, corporations, retirement plans, trusts, foundations, and nonprofit organizations. The firm offers a variety of advisory programs and investment strategies, combining firm-developed and third-party models with oversight from an Investment Strategy Committee.

Paula Judkins is a financial advisor with Benjamin F. Edwards & Company, Inc., holding a Series 66 credential and bringing 23 years of industry experience. She has been with Benjamin F. Edwards since 2014. Outside of her advisory role, she works as a Pampered Chef consultant. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving individuals, corporations, retirement plans, trusts, foundations, and nonprofit organizations. The firm offers a range of advisory programs and investment strategies, combining firm-developed and third-party models, with ongoing portfolio oversight and client-specific strategy selection.

Brooke Wentner is a financial advisor with GWN Securities Inc. in Pottsboro, TX, holding a Series 63 credential and over 45 years of industry experience. She has been with GWN Securities since 2010 and also has a long-standing role with Teachers Retirement Services since 2000. In addition to her advisory work, she is an insurance agent specializing in fixed and indexed annuities, long-term care, and life insurance as part of clients' overall financial plans. GWN Securities is an SEC-registered investment adviser and broker-dealer that serves individual and business clients through discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios. The firm operates with a large network of approximately 423 advisors and manages about $3.65 billion across more than 37,000 client accounts, offering a range of managed-account programs including SMA, UMA, and fund-strategist options on the Fidelity-supported FMAX platform.

Bruce Melton is a financial advisor with Benjamin F. Edwards & Company, Inc., holding a Series 63 designation and bringing 39 years of industry experience. He has been with Benjamin F. Edwards since 2014. Outside of his advisory role, he is part owner of a family cattle farm in Sherman, Texas. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer with approximately 436 advisors and $15.7 billion in client assets. The firm serves individuals, corporations, retirement plans, trusts, and nonprofit organizations, offering a range of advisory programs and investment strategies that include both firm-developed and third-party models.

Nicholas Grayson is a financial advisor at Benjamin F. Edwards & Company, Inc. He holds a Series 66 designation and has one year of industry experience. Prior to joining Benjamin F. Edwards, he worked at National Government Services and was self-employed. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer with approximately 436 advisors and $15.7 billion in client assets. The firm serves a broad client base including individuals, corporations, retirement plans, trusts, foundations, and charitable organizations, offering a variety of advisory programs and investment management solutions with oversight from an Investment Strategy Committee.

Tiffany Fisher is a financial advisor at LPL Financial with 26 years of industry experience. She holds the ChFC® and Series 63 designations and has worked at CNS Securities, LLC since 2003. Fisher is also involved with CNS Insurance Services and operates Firefly Financial, a DBA for her LPL business. 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 financial planning and investment management solutions supported by an in-house research team and a large network of investment adviser representatives.

Dustin Sandlin is a CFP® professional with 20 years of industry experience, currently affiliated with Wells Fargo Clearing since 2016. Prior to this, he worked at Wells Fargo Advisors LLC for seven years. Outside of his advisory role, he co-owns Timber Ridge Farms, LLC, a non-investment-related business in Pottsboro, TX. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s investment approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options in its investment menus.

Timothy Parady is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and five years of industry experience. He previously worked at Primerica Advisors and AssuredPartners of TX. Outside of his advisory role, he operates a home-based Uber driving business. 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 variety of investment solutions supported by an in-house research team and delivers services through a large network of investment adviser representatives.

Clayton Mahone is a financial advisor with Mass Mutual Investors Services, holding a Series 66 designation and 17 years of industry experience. He has been with Mass Mutual Investors Services since 2015 and has worked with MassMutual Life Insurance Company since 2007. Mahone serves as a board member of the City of Sherman's Planning and Zoning Commission. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, and charitable organizations. The firm’s approach includes collaborative, annual planning engagements supported by advanced analytical tools, with implementation options for clients through separate arrangements.

Michael Kane III is a financial advisor at LPL Financial with 19 years of industry experience. He holds the Series 66 designation and has previously worked at Hilltop Securities Inc. and BBVA Wealth Solutions Inc., among other roles. Kane is also involved with Cellar Strategies Wealth and Advisory Services, a business related to his LPL practice. 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 delivery options supported by an in-house research team, combining large-scale advisory operations with non-advisory product activities.

Stephen Davidson is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and bringing 26 years of industry experience. He has worked at Wells Fargo Advisors LLC and Wells Fargo Clearing since 2009. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broad range of investment options, such as insurance-related vehicles and bank deposit sweep programs.