Kenneth Knox is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 24 years of industry experience. He previously worked at Kestra Advisory and Woodbury Financial Services. Outside of his advisory work, Knox is involved in team roping as a header. LPL Financial serves individual investors, retirement plan sponsors, banks, credit unions, and institutions through a large network of advisers, offering a range of advisory and brokerage programs supported by research, technology, and multiple investment solutions.

Brad Howlett is a financial advisor with Edward Jones in Marshall, TX, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience since 2003. Outside of his advisory role, he is involved in venue and event center businesses in Marshall, including co-owning Warehouse 208 and partnering in Howlett Investments LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets and operates a nationwide network of more than 23,700 financial advisors.

Ashley Caudle is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. Prior to joining LPL Financial in 2026, Caudle worked at Kestra Advisory and Kestra Investment Services for seven years, along with positions at Woodbury Financial Services, BBVA Securities, and Compass Bank. Caudle also owns Caudle Financial Services, a business handling back office operations. LPL Financial serves individual investors, retirement plan sponsors, banks, credit unions, and other institutions through a nationwide network of over 21,800 investment adviser representatives. The firm offers a broad range of advisory and brokerage solutions, including wrap programs, third-party asset management, model portfolios, financial planning, and retirement plan consulting, managing more than $819 billion in advisory assets.

Michael Stevens is a financial advisor with Cetera, holding a Series 66 credential and 18 years of industry experience. He has worked with several firms including Avantax and Colonial Life, and has operated his own businesses in tax preparation, accounting, and business consulting. Outside of financial advising, Stevens oversees operations for a watercraft rental and guide service company and manages oil and gas mineral interests. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth clients, institutions, and retirement plans through a large network of independent advisors. The firm offers a range of portfolio management and fiduciary solutions, combining retirement capabilities with a broad institutional platform.

Kasey Cram is a financial advisor at Edward Jones in Marshall, TX, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones, Kasey worked at Amore Mio Trattoria and was a full-time student for eight years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment advisory programs and maintaining a large national network of financial advisors and branch offices.

James Thomas is a financial advisor with Edward Jones in Marshall, TX, holding Series 63 and Series 66 licenses and 20 years of industry experience. He has been with Edward Jones since 2005. Outside of his advisory role, he has involvement in royalty interests related to Basa Resources and holds positions with COG Operating LLC and Texas Petroleum Investment Co without active responsibilities. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a wide range of advisory services, including discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets through a network of more than 23,000 financial advisors and maintains capabilities beyond advisory services such as a trust company and securities-based lending.

Lorie Knox is a financial advisor with LPL Financial and holds a Series 66 designation. She has four years of industry experience and previously worked at Kestra Advisory and Kestra Investment Services. Knox also manages bookkeeping operations for Knox Financial Advising. LPL Financial provides advisory and brokerage services to individual investors, retirement plan sponsors, banks, credit unions, and institutions through a nationwide network of over 21,800 investment adviser representatives. The firm offers a broad range of programs and investment solutions while managing more than $819 billion in advisory assets.

Michael Verhalen is a financial advisor with Osaic Wealth, Inc., holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He previously worked at Woodbury Financial Services, Inc. and has operated Verhalen & Associates since 1981. Verhalen also owns Verhalen Financial Group, through which he provides fixed product insurance and supplemental products, and he serves as a notary public. Osaic Wealth, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer that serves a diverse client base including individuals, pension plans, corporations, and charitable organizations. The firm employs a range of investment strategies and offers various advisory programs, supporting thousands of advisors and managing approximately $200 billion in assets.

Molly Hollis is a financial advisor at Edward Jones in Marshall, TX, holding a Series 66 designation with six years of industry experience. Before joining Edward Jones in 2018, she worked briefly for the US Department of Education and held positions at the University of Texas at Tyler in writing and alumni relations. Edward Jones is a full-service wealth management firm serving individual and institutional clients, managing over $1 trillion in assets through a nationwide network of advisors, and offering a range of advisory and investment strategies under a fiduciary standard.

Beau Burris is a financial advisor with LPL Financial, holding a Series 66 designation and beginning his advisory career in 2026. His prior experience includes roles at Kestra Advisory Services, Kestra Investment Services, and various educational positions at East Texas Baptist University and local schools. LPL Financial provides advisory and brokerage services to individual investors, retirement plans, banks, credit unions, and institutions through a nationwide network of over 21,800 investment adviser representatives, managing more than $819 billion in advisory assets. The firm offers a broad range of investment programs and services, with advice delivered primarily through its advisors who use research, model portfolios, subadvisors, and a variety of investment vehicles.

Breandan Pogue is a financial advisor at Edward Jones with eight years of industry experience. He holds the Series 66 designation and has worked at Edward Jones since 2017, with prior experience at Raymond James Financial Services, Concurrent Advisors, Eagle Capital Advisors, and marketing firms Bizzwebz.com and Trailblazer Marketing. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, affiliated mutual funds, and tax-efficient services under a fiduciary standard.

Aurelio Ortiz is a Series 66 licensed financial advisor at Edward Jones with three years of industry experience. He previously worked for Wilson Insurance Agency, LLC for nine years before joining Edward Jones. 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 and investment strategies, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.

Courtney Meadows is a financial advisor with Equitable Advisors, holding a Series 66 designation and beginning their advisory career in 2026. Prior to joining Equitable Advisors, Meadows worked at Conterra Network and Genesis Endeavors LLC, and also served as an independent distributor for Mission Foods. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through third-party programs. The firm operates a hybrid referral and implementation model that combines advisory and brokerage channels to deliver tailored client services.

Alexandria Yohn is a financial advisor with Osaic Wealth, Inc., holding a Series 66 designation and bringing 10 years of industry experience. She has been with Osaic and GFA Partners since 2015. Outside of her advisory role, she is involved in life insurance sales. Osaic Wealth, Inc. is a large SEC-registered investment adviser and broker-dealer serving a diverse client base that includes individual investors, pension plans, corporations, and charitable organizations. The firm offers a range of advisory and brokerage services supported by technology-driven investment processes and access to multiple custodial platforms.

Brooke La Bouve is a financial advisor with Edward Jones in Marshall, TX, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones in 2022, she worked at Karnack ISD and has experience with Flex Athletics LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, managing approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices. The firm offers a range of advisory programs and investment strategies under a fiduciary standard.

Nathan Bach is a financial advisor with Primerica Advisors in Marshall, TX, holding Series 63 and Series 65 credentials and six years of industry experience. He has worked with Primerica Financial Services since 2019 and PFS Investments Inc. since 2011. Outside of finance, he has been a partner in an auto detail service company, Nate’s Restoration Systems, since 2004. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options primarily for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure for its services.

Preston Paul is a financial advisor with Edward Jones in Marshall, TX, holding a Series 66 designation and six years of industry experience. He previously worked at Fulbright Winniford and has been with Edward Jones since 2018. Outside of his advisory role, he is a member of Jars & Clay, LLC, a manufacturing business that produces wax melts and participates in local farmers markets. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a nationwide network of advisors and offers a range of investment strategies and fiduciary advisory services.

Christopher Comer is a financial advisor at Equitable Advisors with 12 years of industry experience. He holds the CFP®, ChFC®, and Series 66 designations. Prior to joining Equitable Advisors in 2024, he worked at Edward Jones for 11 years. Comer is president of the Hallsville Chamber of Commerce and serves on the finance committee of Longview Missionary Baptist Church. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by offering financial planning, retirement plan support, and access to asset management through LPL programs and third-party asset managers. The firm uses a hybrid referral and implementation model and provides both advisory and brokerage channels to implement client recommendations.

Travis Keeney is a financial advisor with Ameriprise in Marshall, TX, holding a Series 66 designation and 11 years of industry experience. He previously worked at Edward Jones for eight years before joining Ameriprise in 2022. Keeney serves on the Board of Directors for the Lonestar Wing of Texas, where he acts as Wing Leader. Ameriprise provides retirement-income planning services targeting individuals with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

John London is a financial advisor with LPL Financial, holding a Series 66 designation and three years of industry experience. Prior to joining LPL Financial in 2026, he worked at Kestra Advisory and Kestra Investment Services from 2022 to 2026. He also has business experience outside of finance, including ownership of a bookkeeping-related business entity. LPL Financial serves individual investors, retirement plan sponsors, banks, credit unions, and institutions through a nationwide network of over 21,800 investment adviser representatives. The firm offers a wide range of advisory programs and manages more than $819 billion in assets, providing customized investment solutions supported by research, technology, and various portfolio management options.