Micheal Boyter is the sole advisor at BOYTER Financial Services in Flint, Texas, holding Series 63 and Series 65 licenses with 10 years of industry experience. He has operated BOYTER Financial Services since 1995. He is also co-owner of an insurance agency and financial services company. BOYTER Financial Services provides investment advisory and financial planning services to individual investors, couples, custodians, IRA owners, trustees, and small business owners. The firm focuses on capital preservation through model portfolios and manager-driven pooled vehicles, using third-party research to guide asset allocation and portfolio supervision.

Michael Evans is a CFP® professional with 13 years of industry experience, practicing at Legacy Group in Tyler, TX. He has been with Legacy Group since 1987. Evans is also a licensed insurance agent. Legacy Group is an independent firm that provides fee-based financial planning and investor coaching, primarily serving individual clients. The firm refers accounts to an unaffiliated registered investment adviser for portfolio management, using a non-discretionary approach and implementing portfolios through the Matson Fund Platform and Free Market Funds.

Matt Montgomery is the sole advisor and owner of his independent firm, Matt Montgomery, based in Jacksonville, Texas. He holds the ChFC® and Series 63 designations and has 40 years of industry experience, including over three decades at Royal Alliance Associates, Inc. Outside of his advisory work, he serves as chairman of the board for a nonprofit focused on international ministries and acts as treasurer for a local church. Matt Montgomery provides discretionary portfolio management, financial planning, and access to advisor-managed model portfolios for individuals, small businesses, and retirement plans. His firm utilizes both fundamental and technical analysis, supported by third-party research and portfolio optimization tools, to manage accounts with a focus on risk tolerance and regular performance reviews.

Jason Traff is a CFA® charterholder and holds a Series 65 license with 17 years of industry experience. He has been with Bisonwood Financial Management since 2013. Outside of his advisory role, he is involved in angel investing that has led to an ongoing corporate position. Bisonwood Financial Management is an SEC-registered, fee-only investment adviser serving individuals, high-net-worth clients, retirement plans, and trusts. The firm employs an asset allocation approach based on Modern Portfolio Theory, primarily using low-cost ETFs, and maintains discretionary trading authority with strategies that include long-term purchases as well as short-term trading when appropriate.

Hayden Brown is a financial advisor at Murray Securities, Inc. in Tyler, TX, holding a Series 66 designation. Brown has been with Murray Securities since 2023 and has prior experience in various roles at Tyler Valet and East Texas Supply. Murray Securities provides discretionary portfolio management to individual retail clients, including both high net worth and non-HNW investors, with portfolios primarily invested in stocks, corporate bonds, mutual funds, and ETFs. The firm uses a combination of fundamental and technical analysis, conducts monthly reviews, and implements portfolios on a discretionary basis while allowing clients to impose written restrictions.

Gary Murray is the sole advisor at Murray Securities, Inc. in Tyler, TX, holding a Series 66 designation and bringing 45 years of industry experience. He has worked at Murray Traff Securities for over four decades. Outside of his advisory work, Mr. Murray is a partner in Breathing Centers of Houston, a pulmonary rehabilitation center. Murray Securities provides discretionary portfolio management primarily for individual retail clients, including both high net worth and non-HNW investors. The firm employs a combination of fundamental and technical analysis, managing approximately $104 million in assets across 62 accounts with tailored strategies focused on growth, income, or a blend of both.

David Traff is a financial advisor at Bisonwood Financial Management in Tyler, TX, holding Series 63 and Series 65 licenses with 20 years of industry experience. He has been with Bisonwood Financial Management since 2006. Outside of his advisory role, a principal at the firm has involvement in angel investing and holds a corporate role stemming from that activity. Bisonwood Financial Management is an SEC-registered, fee-only investment adviser serving individuals, high-net-worth clients, retirement plans, trusts, and other entities. The firm employs a discretionary portfolio management approach based on asset allocation guided by Modern Portfolio Theory, typically using low-cost ETFs and a mix of fundamental and technical analyses.

Mark Henry is a financial advisor at Virtue Wealth Counsel, LLC with 27 years of industry experience. He holds Series 63 and Series 65 designations and has worked at several firms, including Stewardship Advisory Group and United Planners' Financial Services. Outside of his advisory role, he provides stewardship-based charitable gift planning services to Christian churches through his own business, Stewardship Planned Giving. Virtue Wealth Counsel serves individual clients, including high-net-worth households, offering portfolio management and broader financial planning services. The firm integrates investment management with estate and charitable-planning work, including attorney-affiliated stewardship and nonprofit consulting services offered separately from investment advice.

Travis Wall is a Series 65-licensed financial advisor at Fidelis Wealth Advisors with two years of industry experience. Prior to joining Fidelis Wealth Advisors in 2023, he spent nine years with the Federal Bureau of Investigation. Fidelis Wealth Advisors serves individual and high-net-worth clients, as well as pension and employer-sponsored retirement plans, trusts, charitable organizations, and corporations. The firm provides discretionary and non-discretionary investment management, comprehensive financial planning, retirement-plan advisory and consulting, and customized consulting services, using a tailored asset allocation approach supported by modern portfolio theory and various analytical tools.

Jonathan Jetter is a CFP® with 24 years of industry experience, currently serving at Signal Securities, Inc. since 2008. He also has a longstanding affiliation with First Investors Corp. since 2001. Outside of financial advising, he owns and operates Lilly Creek Outfitters, a hunting and fishing outfitter in Tyler, TX, and leads a holding company for future acquisitions. Signal Securities, Inc. provides fee-based asset management and financial planning services to individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm emphasizes risk management through diversification and a consultative process, offering model-based asset allocation programs and separately managed accounts primarily on a non-discretionary basis.

Mason Hurt is an advisor with Signal Securities, Inc. in Tyler, TX, holding a Series 66 designation. He has less than one year of industry experience and has previously worked with Jonathan Jetter CFP (R), LLC, and Intentional Living Planning. Signal Securities, Inc. provides fee-based asset management and financial planning to individuals, pension plans, charitable organizations, and corporations. The firm emphasizes risk management through diversification and a consultative process to recommend model portfolios or tailored investments, primarily implementing recommendations with client consent and focusing on long-term asset allocation and periodic rebalancing.

Douglas Bolles is a financial advisor at WorthPointe with six years of industry experience. He holds a Series 65 designation and previously worked at Southside Bank for 18 years before joining WorthPointe in 2019. WorthPointe offers discretionary portfolio management and financial consulting services to individuals, high-net-worth clients, corporations, and retirement plans. The firm employs an investment approach based on Modern Portfolio Theory, utilizing diversified model portfolios primarily composed of mutual funds and ETFs.

Travis Chick is a CFP® and Series 66-licensed advisor with 11 years of industry experience. He has worked at Bank of America and Merrill Lynch before joining AWM Capital, LLC in 2018. AWM Capital is a fee-based registered investment adviser serving high- and ultra-high-net-worth individuals and families, managing approximately $1.15 billion across 418 clients. The firm employs a multi-team approach with an emphasis on liability-driven investing and asset allocation, offering financial planning, retirement advice, business consulting, and asset management through an open-architecture platform.

Erin Holloway is a financial advisor at Bison Wealth, LLC with 12 years of industry experience. She holds a Series 65 designation and has worked at several firms, including AE Wealth Management and Global Financial Private Capital. Outside of her advisory role, she owns and manages Kemo Farms, a ranching operation, and is a partner in Western Legends Sports Management, a rodeo sports agency. Bison Wealth serves a diverse client base including individuals, family offices, pension plans, corporations, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management with multi-manager strategies and alternative investments, and operates a turnkey asset management platform that provides services to other financial advisers.

Erin Ortiz is a financial advisor at LaSalle St. Investment Advisors, L.L.C. in Tyler, Texas, with 18 years of industry experience. She holds Series 63 and Series 66 licenses and has been with LaSalle St. Securities since 2014. Outside of her advisory role, Ortiz serves as a Girl Scouts of America troop leader and is involved in an online boutique business associated with her family. LaSalle St. Investment Advisors serves individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations with fee-based financial planning and portfolio management services. The firm employs a variety of investment strategies across mutual funds, ETFs, equities, fixed income, options, and alternative vehicles, offering both discretionary and non-discretionary management approaches.

Eric Fox is a financial advisor with LaSalle St. Investment Advisors, L.L.C. in Tyler, TX, holding a Series 65 credential and bringing 10 years of industry experience. He has worked at LaSalle St. Investment Advisors since 2015 and previously held roles at Dow Chemical from 2012 to 2019. Outside of advising, he is involved with Colgan Carp Solutions, LLC. LaSalle St. Investment Advisors serves individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations with fee-based financial planning and portfolio management services. The firm employs both passive and active investment strategies across a variety of asset classes and is notable for its predominance of non-discretionary asset management and use of fee-sharing and co-advisor arrangements.

Vernon Nicholson is a financial advisor with LaSalle St. Investment Advisors, L.L.C. He holds Series 63 and Series 65 licenses and has 14 years of industry experience. Vernon has been with LaSalle St. Investment Advisors since 2011 and is also involved in managing Nieldson Insurance Group, which sells life, health, and casualty insurance products. LaSalle St. Investment Advisors serves individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations with fee-based financial planning and portfolio management services. The firm employs a range of investment strategies using mutual funds, ETFs, equities, fixed income, options, and alternative vehicles, and manages accounts on both a non-discretionary and discretionary basis.

Annetta Carter is a financial advisor at Impact Partnership Wealth, LLC with Series 63 and Series 65 licenses and four years of industry experience. She has previously worked at Magnolia Financial Strategies and Prolific Business Solutions, and she is also an owner and agent at Magnolia Financial Strategies, where she markets and services Medicare and prescription drug plans and life insurance. Additionally, Carter serves as a board member for a nonprofit ministry. Impact Partnership Wealth provides investment management, model-portfolio implementation, financial planning, and ERISA retirement-plan consulting to individuals, high-net-worth clients, retirement plans, and business entities. The firm combines third-party strategists, adviser-managed models, and direct indexing with tactical asset allocation and overlays, offering discretionary trading authority subject to client restrictions.

Cheryl Germany Higgins is a financial advisor with LaSalle St. Investment Advisors, L.L.C. She holds Series 63 and Series 66 licenses and has 27 years of industry experience. She has worked at LaSalle St. Securities, LLC since 2008. Higgins volunteers monthly at the Cornerstone Free Medical Clinic in Tyler, Texas, a nonprofit providing free medical care to the community. LaSalle St. Investment Advisors serves individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations with fee-based financial planning and portfolio management services. The firm employs a range of investment strategies using both passive and active approaches and manages assets through non-discretionary and discretionary accounts.

Tom French Jr. is a financial advisor at Grimes & Company with 21 years of industry experience. He holds the Series 66 designation and has worked at Grimes & Company since 2017, following an 11-year tenure at TD Ameritrade. Grimes & Company Wealth Management provides investment management and financial planning services to individuals, business entities, trusts, estates, charitable organizations, pension and profit-sharing plans, and government entities. The firm manages approximately $5.6 billion in assets across a multi-team platform, offering customized investment strategies that include mutual funds, ETFs, individual securities, and alternative structures, along with retirement plan services and sub-advisory arrangements.