Brian Tamplen is the principal of Bird Dog Trading Corporation and holds a Series 65 designation with 15 years of industry experience. His prior roles include positions at Galeforce Capital Management, Origis Energy, Acclaim Energy Services, and Champion Energy Services. Tamplen serves as a director for BioCapital Holdings Corporation, a company involved in DNA research and development. Bird Dog Trading Corporation provides investment services to individuals, trusts, and corporations with a focus on trading, risk management, and asset management across equities, equity options, and other financial instruments. The firm emphasizes a tailored approach and active trading strategies, serving a client base that includes both retail and institutional entities.

David Allen is a financial advisor at FB Advisory Services, LLC in Livingston, Texas, holding Series 63 and Series 65 licenses with 23 years of industry experience. He has been with FB Advisory Services since 2010. FB Advisory Services provides personalized investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm’s investment approach emphasizes risk management through a combination of trend-following growth strategies and actively managed fixed income disciplines, utilizing ETFs, bonds, structured notes, mutual funds, and select equities.

David Martin is the sole advisor at FB Advisory Services, LLC in Livingston, TX, holding Series 63 and Series 65 licenses with 23 years of industry experience. He has been with FB Advisory Services since 2007 and also operates Martin Financial Services Inc, an employee benefits-related business he has owned since 1986. Additionally, Martin has experience as an investment advisor representative with TCG Advisors, LP. FB Advisory Services provides personalized investment advisory and financial planning for individuals, trusts, estates, charitable organizations, and business entities, managing approximately $8.6 million across 50 clients. The firm employs a risk-managed investment approach utilizing trend-following growth strategies and actively managed fixed income disciplines, primarily investing in ETFs, bonds, structured notes, mutual funds, and selected equities.

Donald Blowers is a financial advisor at Blue Jean Financial LLC with eight years of industry experience. He holds a Series 66 designation and previously worked at Thrivent Investment Management Inc. for seven years. Outside of advisory work, he contracts as a food delivery driver and is also a licensed insurance agent. Blue Jean Financial LLC serves individuals, trusts, estates, nonprofits, and businesses with discretionary investment management and financial planning. The firm’s seven-person team manages approximately $95 million and constructs custom portfolios using low-cost mutual funds, ETFs, and individual securities with a primarily long-term investment approach.

Nancy Carley is a financial advisor with PNC Wealth Management and holds Series 63 and Series 65 licenses. She has 41 years of industry experience, including roles at BBVA Compass Insurance Agency, BBVA Securities, and Compass Bank prior to joining PNC Wealth Management in 2022. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an invitation-only digital offering that uses algorithmic risk assessment and third-party managed model portfolios primarily composed of mutual funds and ETFs.

Clayton Gilcrease is a financial advisor with UBS Financial Services, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with UBS since 2000. Outside of his advisory role, he is a partner in Emjade, LLC, a holding entity for personal investments. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor strategies to client goals.

Jeffrey Webb is a financial advisor with Equitable Advisors in Coldspring, TX, holding Series 63, 65, and 66 licenses and 27 years of industry experience. He has been with Equitable Advisors and its predecessor, AXA Advisors, LLC, since 1999. Outside of his advisory role, he is involved with Chesapeake Operating, Inc., a natural gas lease company. 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 LPL programs and third-party asset managers. The firm uses a hybrid referral and implementation model that combines advisory and brokerage channels tailored to client goals, risk tolerance, and time horizon.

Thomas Bourne is a financial advisor at Edward Jones in Livingston, TX, holding a Series 66 designation with nine years of industry experience. Prior to joining Edward Jones in 2017, he worked at Mossy Creek Fly Fishing and James River Advisors from 2014 to 2016. 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 broad range of discretionary and non-discretionary investment solutions through a nationwide network of more than 23,700 advisors.

Courtney Hensley is a CFP® professional with 10 years of industry experience, currently affiliated with Cetera. She has been with Cetera Advisors LLC since 2015 and holds Series 63 and Series 66 licenses. Outside of her advisory role, she owns Simply Divine, a children’s retail merchandise business, and HandmadexHensley, which creates and sells handmade items. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a network of over 6,800 independent advisors. The firm offers discretionary and non-discretionary portfolio management, financial planning, retirement plan solutions, and access to third-party managers, supported by a range of model portfolios and program options.

Kimberly Riddle is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and bringing 11 years of industry experience. She has been with Cetera and its affiliated entities since 2014. Outside of her advisory role, she is a notary public and works in administrative and support roles related to financial services and insurance. 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 provides a range of portfolio management and fiduciary solutions, combining advisor-managed accounts, model portfolios, and third-party managed options.

Joshua Ureke is a financial advisor at Edward Jones with 10 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including 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 investment strategies and advisory services under a fiduciary standard.

Craig Evans is a CFP® professional with 26 years of industry experience, currently serving at Cetera since 2013. He has held roles at Church Street Financial Services since 1999 and is involved in multiple business activities including retail furniture, real estate management, and economic development for the Alabama-Coushatta Tribe of Texas. Evans also serves as chairman of the Polk County Higher Education & Technology Foundation and as a city councilman in Livingston, Texas. Cetera Investment Advisers supports a diverse client base through a large network of independent advisors, offering portfolio management, financial planning, retirement plan solutions, and access to third-party money managers. The firm combines retirement and fiduciary services with a broad institutional platform, managing over $163 billion in assets across discretionary and non-discretionary programs.

Douglas Green 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 2018. Prior to his career in financial advising, Green spent 21 years at ConocoPhillips. 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 solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Heather Brown is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and 11 years of industry experience. She has worked at LPL Financial since 2025 and previously spent several years at Securities America Advisors and Securities America Inc. Brown is also involved with Multigenerational Wealth Strategies, LLC, an entity related to her LPL business and tax purposes. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment delivery options supported by an in-house Research team and combines large-scale advisory operations with various non-advisory product activities.

Kelsey Shimkus is a financial advisor with Cetera, holding a Series 66 credential and five years of industry experience. She has worked with Cetera and affiliated firms since 2020 and has prior experience at Stephen F. Austin State University and Church Street Financial Services. Outside of advising, she works as a freelance transcriber and serves as a notary public. 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 a range of portfolio management and fiduciary services, combining advisor-managed accounts, firm-sponsored model portfolios, and third-party solutions.