John Reed is a financial advisor at 1 Timothy 6 V 7 LLC with a Series 65 designation and three years of industry experience. He has worked in education as a teacher at Henderson High School since 2022 and previously at Chapel Hill High School. 1 Timothy 6 V 7 LLC provides investment management and advisory services primarily to pooled investment vehicles and institutional clients, including foundations, corporations, and plan sponsors. The firm employs a blend of active and passive strategies with a focus on risk-adjusted, tax-aware allocations, offering both discretionary and non-discretionary portfolio management along with retirement plan consulting and financial planning.

Tucker Konczak is a financial advisor at Pistol Hill Capital with one year of industry experience. He holds a Series 65 designation and has worked at Galeforce Capital Management and e360 Power. Outside of advising, he served as a junior analyst at e360 Power. Pistol Hill Capital is a small, independent registered investment adviser serving primarily individual and high-net-worth clients. The firm offers discretionary asset management and guidance across various asset classes, employing both fundamental and technical analysis with a focus on long-term strategies tailored to each client's needs.

I help you plan your optimum retirement income strategy. You’ve saved your whole life for retirement, and now it’s time to use that savings to relax and spend your time the way you want to. We will figure out together the best way for you to distribute your savings and account for investment risks, taxes, and an uncertain future. I live in East Texas with my wife and two kids. I am a former professor and take a teaching approach with my clients as well. No two retirements are the same, so your retirement plan will require some custom-fitting. I want you to understand everything we do so that you can help me understand the best plan for you. I am also an Infantry Major in the Arkansas Army National Guard.

Andrew Alston is a financial advisor at Rose Wealth, LLC with eight years of industry experience. He holds a Series 66 designation and has previously worked at Ameriprise, Edward Jones, and Texas Bank and Trust Company. Rose Wealth, LLC is a state-registered investment adviser serving individuals and high-net-worth clients through discretionary and non-discretionary investment management. The firm’s approach centers on strategic asset allocation, incorporating dollar-cost averaging and technical analysis, and utilizes external turnkey asset management platforms and selected sub-advisors.

Abigail Williams is a CFP® and Series 65-licensed financial advisor with three years of industry experience. She is currently with Naviant Partners, LLC, having previously worked at Stone Oak Wealth Management, CapFinancial Partners, Covenant Multi-Family Offices, Reliance Bank Limited, and Texas A&M University. Outside of her advisory role, she is an Independent Market Partner for MONAT Global Corp., promoting haircare, skincare, and makeup products. Naviant Partners provides discretionary investment management, wealth planning, and retirement plan advisory services for individuals, high-net-worth clients, trusts, businesses, and plan sponsors. The firm employs a primarily long-term investment process incorporating modern portfolio theory and various analytical approaches, with a notable focus on retirement plan consulting and ERISA-related fiduciary services.

Sean Green is a CFP® with 12 years of industry experience, currently serving as an advisor at Rose Wealth, LLC. He previously worked for Lonestar Registered Investment Advisors, PLLC for nine years and is also the managing member and attorney at Green Law, PLLC, where he provides estate planning, business formation, probate, and related legal services. Rose Wealth, LLC is a state-registered investment adviser that offers discretionary and non-discretionary investment management to individuals and high-net-worth clients. The firm emphasizes strategic asset allocation and uses external platforms and selected account managers to implement portfolios, while performing due diligence and ongoing supervision of sub-advisors.

Grant Jordy is a financial advisor at Rose Wealth, LLC with two years of industry experience. He holds a Series 66 designation and previously worked at Merrill Lynch Wealth Management, Ameriprise, and Vasso & Associates LLC. Jordy is also licensed as an insurance agent and sells various insurance products. Rose Wealth, LLC is a state-registered investment adviser serving individuals and high-net-worth clients. The firm offers discretionary and non-discretionary investment management, focusing on strategic asset allocation and using third-party money managers and model portfolios.

We love the process of partnering with individuals to discover their personal path to a fulfilling financial future. We always tell our clients—we make recommendations, you make decisions. We offer effective tools and clear guidance to help you make retirement what you want.

Alex Alston is a financial advisor with Rose Wealth, LLC, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Ameriprise, VASSO & ASSOCIATES, and Wells Fargo Clearing. Outside of advisory work, he owns Nu Tech Water LLC, a water filter sales business. Rose Wealth, LLC is a state-registered investment adviser serving individuals and high-net-worth clients through discretionary and non-discretionary investment management. The firm’s approach focuses on strategic asset allocation and employs external platforms and selected account managers for portfolio implementation.

William Rice III is a financial advisor at Concurrent Investment Advisors, LLC with 36 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Morgan Stanley for 30 years, followed by Raymond James Financial Services. Concurrent Investment Advisors provides wealth management, investment management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm manages approximately $9.9 billion in client assets across discretionary and non-discretionary mandates and employs a long-term, customized investment approach.

David Carr is a financial advisor with CG Advisory Services, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. His prior roles include positions at Carr Capital and Capital Asset Advisory Services since 2018, as well as Questar Asset Management and Questar Capital Corporation from 2013 to 2018. Outside of advising, he is the author of a sports psychology book titled "Winning Through Mental Toughness." CG Advisory Services is an SEC-registered firm managing approximately $4.02 billion for a diverse client base, including individuals, pension plans, charitable organizations, and corporate clients. The firm employs proprietary discretionary model portfolios alongside third-party managers and offers a range of services such as financial planning, retirement plan consulting, and customized investment solutions.

Cassidy Carr is a CFP®-designated financial advisor with five years of industry experience, currently practicing at CG Advisory Services since 2021. Prior to this, Carr has been involved with Carr Capital LLC since 2017. CG Advisory Services is an SEC-registered multi-team firm that serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers discretionary portfolio management through proprietary model programs and customized Adviser-as-Portfolio-Manager arrangements, complemented by financial planning, retirement-plan consulting, fiduciary advice, and access to alternative investments via third-party platforms.

Joseph Knox is a financial advisor with Concurrent Investment Advisors, LLC, holding Series 63 and Series 65 credentials and 37 years of industry experience. His prior roles include positions at Raymond James Financial and Purshe Kaplan Sterling Investments, as well as operating his own firm, Joe L. Knox, LLC. Knox also has experience in real estate and maintains ownership of an expense management company. Concurrent Investment Advisors provides wealth management, investment management, financial planning, and retirement advisory services to a broad client base including individuals, families, trusts, estates, businesses, and retirement plans. The firm operates at enterprise scale with approximately 161 advisors managing nearly $9.9 billion in client assets, employing a long-term, customized investment approach using ETFs, mutual funds, individual securities, and alternative investments.

William Rice IV is a financial advisor with Concurrent Investment Advisors, LLC in Longview, TX, holding Series 63 and 65 licenses and possessing 13 years of industry experience. His prior experience includes roles at Morgan Stanley and Raymond James Financial Services Advisors. Concurrent Investment Advisors provides wealth management, investment management, financial planning, and retirement plan advisory services to individuals, families, trusts, estates, businesses, and retirement plans. The firm operates at an enterprise scale with approximately 161 advisors serving over 10,000 clients and managing about $9.9 billion in assets, employing a long-term investment approach with customized portfolios.

Braden Wise is a financial advisor with Primerica Advisors in Longview, TX, holding Series 63 and Series 65 licenses and five years of industry experience. His prior work includes roles at Guardian Life Insurance Company, Park Avenue Securities, and Northwestern Mutual. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers both brokerage and advisory services, utilizing proprietary model portfolios, third-party managers, and digital advice solutions.

Danielle Traylor is a financial advisor with Money Concepts Capital Corp in Longview, TX, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. She has been with Money Concepts Capital Corp since 2016. Outside of her advisory role, she is a partner at Bockmon Insurance Agency in Texarkana, where she is involved in sales and management of life, health, and long-term care insurance. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting services to individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm offers a variety of managed programs using model portfolios, advisor-designed portfolios, and third-party sub-advisers, applying fundamental and technical analysis along with modern portfolio theory.

Dave Spurrier is a CFP® with 31 years of experience in the financial industry. He has worked at &Partners since 2025 and previously held roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory work, he serves as a board member of the North East Texas Regional Mobility Authority, a state entity focused on transportation projects. &Partners serves a diverse client base including individuals, retirement plans, charitable organizations, and private business owners. The firm offers portfolio management, financial and tax planning, estate and trust consulting, and retirement plan advisory services, combining proprietary and third-party strategies with both discretionary and non-discretionary management options.

Michael Spurrier is a financial advisor with &PARTNERS in Longview, TX, holding Series 63 and Series 66 licenses and four years of industry experience. His prior roles include positions at Wells Fargo Advisors and Fidelity Investments. &PARTNERS serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and private business owners. The firm offers a comprehensive range of services such as portfolio management, financial and tax planning, estate and trust consulting, and retirement plan education, utilizing both proprietary and third-party strategy models with options for discretionary and non-discretionary management.

Donna Toombs is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and 19 years of industry experience. She has worked with Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 2016. Outside of her advisory role, she serves as a trustee for a family trust in Big Sandy, Texas. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutions. The firm offers a broad range of financial planning and investment services, including specialized planning for business owners, sports and entertainment professionals, and clients with special needs.

Harrison Berryhill is a financial advisor with Wells Fargo Advisors in Longview, TX, holding a Series 66 license and one year of industry experience. His prior work includes roles at Eastman Credit Union, Texas Bank and Trust, and FBC Kilgore. Outside of finance, he serves as an Audio/Visual Assistant for the First Baptist Church in Kilgore. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu and uses Wells Fargo research and planning tools to develop tailored recommendations for its clients.