Ben is a CERTIFIED FINANCIAL PLANNER® PROFESSIONAL specializing in helping (pre)retirees preserve their wealth over the long-term. Brenda is the Operations Manager and specializes in making things happen at the firm. Together, we’ve made it our life’s work to help (pre)retirees enjoy and preserve the payoff from their life’s work. We save our clients time, money, and stress as they mitigate retirement risks and answer THE critical retirement income question. We're going beyond the financial industry's traditional framing of "wealth preservation" with a straightforward approach to your retirement income plan and long-term investing.

Planning, not predictions, and products. We help our clients coordinate, simplify, and manage their investment, tax, insurance, healthcare/Medicare, Social Security, and estate planning needs under one roof. After 25 years at Ameriprise, I launched my own independent RIA to provide comprehensive financial planning and wealth management services focusing on advice, not sales or products. We help our clients coordinate, simplify, and manage their investment, tax, insurance, and estate planning needs under one roof. Our typical client is someone who believes that true wealth is having control over their time so they can spend it with the people and activities they love. They prefer to delegate most of their financial matters to a team of trusted professionals who will care for their loved ones after they are gone.

Victor Williams is a financial advisor at Gibson Wealth Advisors, LLC with 25 years of industry experience. He previously worked for American Express Financial Advisors Inc. / Ameriprise Financial for 14 years before joining Gibson Wealth Advisors in 2016. Williams holds Series 63 and Series 65 licenses and is also licensed as an insurance agent in Tyler, TX. Gibson Wealth Advisors, LLC is a fee-only registered investment adviser serving individual and high-net-worth clients, managing approximately 187 households. The firm provides comprehensive financial planning and discretionary investment management using a combination of passive portfolios built with Vanguard funds and active strategies such as rebalancing and tax-loss harvesting.

Joe Wylie is a financial advisor with Dean Wealth Management, LLC, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has worked at Trinity Portfolio Advisors, LLC since 2009. In addition to his advisory role, Joe is a CPA involved in tax return preparation, review, research, and planning. Dean Wealth Management provides investment supervisory services and financial planning primarily to individual households, retirement accounts, trusts, and other entities. The firm employs a mix of discretionary management and periodic consultation, using strategic asset allocation combined with tactical, trend-weighting overlays and multiple analysis methods including technical and fundamental approaches.

Benjamin Dean is a CFP® with 22 years of industry experience and is currently affiliated with Dean Wealth Management, LLC. He has worked at Swords Wealth Management LLC since 2014. Outside of his advisory role, he operates as an independent insurance agent on a limited basis. Dean Wealth Management provides investment supervisory services and financial planning primarily to individual households, retirement accounts, trusts, and other entities. The firm employs a blend of strategic asset allocation and tactical trend-weighting overlays, utilizing various analysis methods and managing several in-house programs that can include leveraged and inverse ETFs to adjust equity exposure based on market trends.

David Breedlove is a ChFC® credentialed advisor at Dean Wealth Management, LLC with 55 years of industry experience. He has worked at Swords Wealth Management and Concorde Asset Management, and has operated Breedlove Insurance & Financial Services since 1969. Outside of his advisory role, he is involved as a managing member and general partner in several private business entities. Dean Wealth Management provides investment supervisory services and financial planning primarily to individual households, including both high-net-worth and non-HNW clients, as well as retirement accounts, trusts, and other entities. The firm uses a combination of strategic asset allocation and tactical, trend-weighting overlays, employing multiple analysis methods and in-house programs that may include leveraged or inverse ETFs and trend-based equity exposure adjustments.

Raymond Cozby is a financial advisor at Gibson Wealth Advisors, LLC in Tyler, Texas, holding a Series 65 designation with nine years of industry experience. He has worked at Gibson Wealth Advisors since 2017 and also serves as managing attorney at R.W. Cozby III, PLLC, providing estate and trust services. Prior to his current roles, he was employed at Southside Bank from 2008 to 2016. Gibson Wealth Advisors, LLC is a fee-only registered investment adviser serving individual and high-net-worth clients with comprehensive financial planning and discretionary investment management. The firm uses a primarily passive, evidence-based investing approach with Vanguard funds, active rebalancing, and tax-loss harvesting, serving approximately 187 households and managing around $164.7 million.

Kylar Gee is a financial advisor at Gibson Wealth Advisors, LLC with five years of industry experience. He holds the Series 66 designation and previously worked at Ameriprise and TD Ameritrade. Gibson Wealth Advisors is a fee-only registered investment adviser serving individual and high-net-worth clients, managing approximately 187 households. The firm employs a modern portfolio theory and evidence-based investing approach, primarily using passive Vanguard funds combined with active rebalancing and tax-loss harvesting.

Taylor Hodges is a financial advisor with D.H. Hill Advisors, Inc. in Tyler, TX, holding Series 63 and Series 65 designations and 14 years of industry experience. He is also the owner of Inspire Gym United, LLC, a gymnastics business. D.H. Hill Advisors provides financial planning and portfolio management services to individuals, including high-net-worth clients, as well as employer-sponsored retirement plans, foundations, and other institutional clients. The firm offers both discretionary and non-discretionary investment management, utilizing a combination of tactical asset allocation, active and passive strategies, and tax-management techniques.

Bently Ford is a financial advisor at Centric Advisors, LLC with 28 years of industry experience. He holds a Series 63 designation and has worked at firms including Capital Asset Advisory Services and Questar Asset Management. Outside of his advisory role, Ford owns and operates an insurance agency focused on fixed insurance products in East Texas. Centric Advisors serves individuals, high-net-worth clients, corporations, and charitable organizations by providing portfolio management and financial planning services. The firm employs fundamental, technical, and cyclical analysis to implement varied investment strategies and manages approximately $227 million in client assets.

Laura Neal is a CFP® professional with eight years of experience in financial advising. She has been with Woodward Financial Advisors, Inc. since 2022 and previously worked at Pembroke Advisors, Inc. for nine years. Woodward Financial Advisors, Inc. is an independent, fee-only firm serving individuals, families, trusts, and estates. The firm manages approximately $574 million in assets for about 196 clients, emphasizing a strategic, globally diversified approach that favors low-cost passive index funds and ETFs, with customized investment plans tailored to each client.

Jordan Pedron is a financial advisor at NDVR with 13 years of industry experience and holds a Series 66 designation. His prior experience includes roles at Personal Capital Advisors Corporation, Fidelity Brokerage Services, and The Pedron Group. Outside of his advisory work, he is the owner of Saleside, LLC, a technical dashboard development company based in Frisco, TX. NDVR provides wealth optimization services to individuals, families, and related entities in the U.S., combining proprietary portfolio design tools with human oversight to create personalized, adaptive investment strategies. The firm employs advanced quantitative methods and routinely uses derivatives and leverage within separately managed accounts to align portfolios with clients’ financial plans.

Jamie Carmack is a CFP® with 26 years of industry experience, currently serving at Corda Investment Management, LLC since 2023. Prior to joining Corda, Jamie worked at The Vanguard Group, Northwestern Mutual, TD Ameritrade, and Scottrade Inc. Corda Investment Management serves individual investors, including high-net-worth clients, and retirement plans by providing discretionary portfolio management, pension consulting, and additional services such as tax return preparation and access to attorney-led estate planning. The firm employs a combination of fundamental, technical, and charting analysis for portfolio construction and offers specialized option-based strategies alongside fiduciary retirement plan management.

George Lollis is a financial advisor with Prospera Financial Services, Inc. in Tyler, TX, holding Series 63 and Series 66 licenses and bringing 39 years of industry experience. He has been with Prospera since 2003 and is also the managing partner of Appreciable Resources LLC, a family partnership involved in real estate investments. Additionally, he serves as president and CEO of Opus Fortunatus Three, LLC, a data center in Dallas. Prospera Financial Services, Inc. is an enterprise-scale adviser and broker-dealer serving individuals, corporate and charitable entities, and retirement plans. The firm manages approximately $12.4 billion through 207 advisors across about 140 offices, offering investment advisory and financial planning services through various platforms and customizable portfolio solutions.

Cameron Blair is a financial advisor at NFSG Corporation with 12 years of industry experience. He holds the Series 66 designation and has worked previously at Edward Jones and Newbridge Financial Services Group Inc. Blair is also the owner and founder of Blair Financial, a sole proprietorship providing financial services focused on wealth utilization and estate planning. NFSG Corporation is an SEC-registered investment adviser offering asset management, third-party manager selection, and financial planning to individuals, pension plans, trusts, and businesses. The firm customizes portfolios based on client objectives and risk tolerance, employing a variety of investment strategies and frequently using third-party asset managers.

Max Stewart is a financial advisor at Simplicity Wealth in Tyler, Texas, holding a Series 65 designation with one year of industry experience. His career includes roles at M.S. Wealth Management LLC and Texas Energy Alliance, LLC, where he is a partner involved in mineral acquisition. Outside of investment advising, Stewart owns and operates an insurance agency providing home, auto, and business insurance policies, and he manages office operations at a local law firm. Simplicity Wealth serves individual and high-net-worth clients as well as financial intermediaries, offering discretionary portfolio management, financial planning, and retirement plan advisory services. The firm employs a model-driven, fund-of-funds investment approach and provides technology and operational support through a Managed Account Program and asset management software platforms.

Misty Childs is a financial advisor with BFC Planning, Inc., holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. She has worked with Berthel Fisher & Company Financial Services, Inc. since 2002 and joined BFC Planning in 2020. Outside of her advisory role, she serves as vice president of a local business networking group and is involved in wellness product sales as a brand partner. BFC Planning, Inc. serves a diverse client base including individuals, corporations, banks, and pension plans through a network of approximately 200 advisers. The firm offers comprehensive financial planning and portfolio management services, utilizing various platforms and sub-advisors to tailor investment strategies across multiple asset classes.

Scott Childs is a financial advisor at BFC PLANNING, Inc. with a Series 65 credential and three years of industry experience. He has been with BFC PLANNING since 2022 and has also worked at Berthel Fisher & Company Financial Services, Inc. since 2016. Outside of his advisory role, Childs is involved with Smart Alternatives LLC, a tax planning firm. BFC PLANNING, Inc. serves a diverse client base including individuals, corporations, banks, pension and profit-sharing plans, and trusts, offering financial planning and portfolio management through a network of approximately 200 investment adviser representatives. The firm provides various investment platforms and management programs, emphasizing strategies built with stocks, bonds, mutual funds, and ETFs while excluding advice on futures, hedge funds, and digital assets.

Anne Howe is a financial advisor at Geneos Wealth Management, Inc. with 29 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Geneos Wealth Management since 2003, as well as Coffman Wealth Management since 2009. Geneos Wealth Management serves a diverse client base including individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers comprehensive financial planning, investment advisory, and brokerage services, utilizing a range of analytic approaches and investment strategies tailored to client needs.

George Truitt Jr. is a financial advisor with Geneos Wealth Management, Inc. in Tyler, TX, holding a Series 63 designation and 25 years of industry experience. He has been associated with William F. Robertson & Associates and Geneos Wealth Management since 2007. Outside of advisory work, he is involved in tax preparation and operates KS Financial Group Inc. Geneos Wealth Management serves a diverse client base, including individuals, trusts, pension plans, corporations, and charitable organizations, offering financial planning, investment advisory, and brokerage services. The firm employs a range of analytic strategies and manages assets through representative-managed accounts, wrap programs, and third-party money manager referrals.