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.

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.

Benjamin Burgeson is a financial advisor at Money Concepts Capital Corp with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Grove Point Investments, Grove Point Advisors, and H.Beck, Inc. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting services to individuals, pension plans, trusts, charitable organizations, and corporations. The firm employs a range of managed programs and investment strategies, combining model portfolios, advisor-designed portfolios, and third-party sub-advisers.

Heather Bates is a financial advisor with Eagle Strategies (New York Life) based in Troup, TX, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. Her career includes roles at Paouerhouse Financial Group, Island Wealth Strategies & Insurance Solutions LLC, Bates Wealth Strategies, LLC, Johnson Financial Strategies, LLC, and New York Life Insurance Company. Outside of her advisory work, she serves on the Christus Trinity Mother Frances Foundation Women’s Board and owns a residential cleaning business. Eagle Strategies LLC serves a diverse client base including individuals, employer-sponsored retirement plans, trusts, charitable organizations, and corporate clients by providing financial planning, investment advisory, and retirement plan consulting services. The firm emphasizes client-directed solutions and uses third-party managers and model portfolios rather than firm-controlled discretionary mandates.

Richard Stone Jr. is a financial advisor at Commonwealth Financial Network with 39 years of industry experience. He holds a Series 63 designation and has been with Commonwealth since 2014. Outside of advisory work, he owns gas, oil, and mineral rights in several Texas counties. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and back-office support, including operations, trading, technology, investment management, and compliance, allowing affiliated advisors discretion in portfolio construction alongside managed model portfolios.

Cecil Staples is a financial advisor at Cetera with over 32 years of industry experience. He holds the PFS™ designation along with Series 63 and Series 66 licenses. In addition to his advisory work, Staples owns and operates Staples & Associates, PC, a tax preparation and accounting firm. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers discretionary and non-discretionary portfolio management, financial planning, fiduciary solutions, and access to third-party money managers, supported by a range of advisor-managed and firm-sponsored investment programs.

Jimmy Holcomb is a CFP® professional with 38 years of experience at Edward D. Jones & Co., L.P., where he has worked since 1987. He holds the Series 63 designation and is based in Jacksonville, Texas. Outside of his financial advisory duties, he has involvement in oil and gas income activities through Sabine Oil and Gas in Houston. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of advisory programs, including discretionary and non-discretionary wrap fee strategies, and maintains a large network of financial advisors and branch offices nationwide.

Jake Waldrop is a financial advisor at Edward Jones with two years of industry experience. He holds a Series 66 designation and previously worked at Stryker and Titan Orthopaedic Sales. Outside of his advisory role, he is associated with Sabine Oil & Gas Corporation but has no active responsibilities there. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including various high-net-worth and non-high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary advisory strategies supported by a large nationwide network of advisors and branch offices.

Amy Pate is a Series 66 licensed financial advisor at Edward Jones with seven years of experience at the firm and two years in the industry overall. Prior to joining Edward Jones, she worked for ten years at Austin Bank NA. Outside of her advisory role, she makes and sells custom t-shirts using DTF transfers from her home in Jacksonville, TX. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and affiliated investment products, operating under a fiduciary standard with over 23,700 advisors nationwide.

Kourtney Childress is a Series 66-licensed financial advisor with Edward Jones in Jacksonville, TX, where she has worked since 2014. She has 12 years of industry experience. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of more than 23,700 financial advisors.