Patrick Loc is a CFA® charterholder with 17 years of industry experience. He is a principal at Pinnacle Treasury Investments, LLC, where he has worked since 2019. Prior to this, he held roles at Fidelity Investments and Fidelity Brokerage Services. Outside of financial advising, he is the sole owner of a beekeeping business, Mark12V31 LLC, and serves as CFO of RunTime Centers, a commercial real estate development firm focused on the quick service restaurant industry. Pinnacle Treasury Investments provides investment management and consulting primarily for institutional and high-net-worth clients, specializing in separately managed portfolios invested exclusively in U.S. Treasury securities. The firm’s approach emphasizes income generation and principal preservation through customized, discretionary portfolios held to maturity without leverage or derivatives, supported by fundamental and quantitative macroeconomic analysis.

Debra Floyd is a financial advisor at Uptick Partners, LLC with two years of industry experience. She holds a Series 65 designation and previously worked at Edward Jones for 22 years. Uptick Partners provides wealth management services to individuals, trusts, estates, charitable organizations, corporations, and retirement plans, offering investment management, financial and tax planning, and consulting. The firm employs an asset-allocation approach supplemented by various analytical methods and manages portfolios using discretionary and non-discretionary strategies.

Holly Pace is a financial advisor at Parkway Wealth Management Group, LLC with 24 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Raymond James Financial Services Advisors and Smith & Partners Financial Services LLC. Holly is also separately licensed as an independent insurance agent. Parkway Wealth Management Group manages approximately $1.09 billion in discretionary assets and serves a diverse client base including individuals, high-net-worth clients, trusts, estates, pension and profit-sharing plans, charitable entities, small businesses, and other institutional investors. The firm employs diversified, multi-asset strategies and offers both firm-developed and third-party model portfolios, with a focus on tailored asset allocation and ongoing reviews.

Kyle Hogan is a CFP® certificant with 12 years of industry experience. He is currently with Uptick Partners, LLC and previously worked at Purshe Kaplan Sterling Investments and Buttonwood Financial Group. Outside of his advisory role, he serves as Vice President of the Urban Core KC chapter of Business Network International, a business networking organization. Uptick Partners provides wealth management services to individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs an asset-allocation approach informed by Modern Portfolio Theory and incorporates retirement plan consulting, tax planning, and investment/business exit consulting, managing client portfolios through various custody arrangements.

Ricky Brown is a financial advisor at Parkway Wealth Management Group, LLC with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Raymond James Financial and Cabot Lodge Securities. Brown is also licensed as an independent insurance agent through One Insurance Solutions. Parkway Wealth Management Group manages approximately $1.09 billion in discretionary assets and provides services to individuals, high-net-worth clients, trusts, estates, pension and profit-sharing plans, charitable entities, small businesses, and institutional investors. The firm employs diversified multi-asset strategies and offers portfolio management, financial planning, 401(k) advisory, and consulting services.

John Sidery is a CFP®-designated financial advisor with 10 years of industry experience. He is currently with Uptick Partners, LLC and previously worked at Legacy Capital Wealth Partners and Charles Schwab. Outside of his advisory role, he is the founder of Olympus Wealth Strategies. Uptick Partners provides wealth management services to individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs an asset-allocation approach informed by Modern Portfolio Theory and supplemented by various analytical methods, offering a range of investment management, financial planning, tax planning, and consulting services.

James Henry is a CFP® professional with 15 years of industry experience. He currently works at Uptick Partners, LLC, where he has been since 2025, and previously spent 14 years at Edward Jones. Uptick Partners provides wealth management services to individuals, trusts, estates, charitable organizations, corporations, and retirement plans, combining investment management with financial and tax planning. The firm employs an asset-allocation approach informed by Modern Portfolio Theory and various analytical methods, and offers a range of portfolio options including separately managed accounts and third-party solutions.

Scarlett Long is a CFP® with 20 years of industry experience, currently serving as a financial advisor at Parkway Wealth Management Group, LLC. She has worked at several firms including Raymond James Financial and Smith & Partners Financial Services. Outside of her advisory role, she is a partner in Prosperity REIG, LLC, a real estate investment group where she acts as a passive partner. Parkway Wealth Management Group manages over $1 billion in assets and serves individuals, high-net-worth clients, trusts, pension plans, and institutional investors. The firm employs diversified, multi-asset strategies and offers both firm-developed and third-party model portfolios tailored to client objectives and risk tolerance.

Jonathan Dvorak is a CFP® with 16 years of industry experience, currently serving as an advisor at Uptick Partners, LLC. He previously worked at Edward Jones for 14 years before joining Uptick Partners and Dvorak Financial Planning in 2024. Outside of financial advising, he is a partner member of an LLC that owns a rental house in Athens, Alabama. Uptick Partners provides wealth management services to individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers investment management, financial and tax planning, and consulting services, managing portfolios using an asset-allocation approach based on Modern Portfolio Theory and multiple analytical methods.

Paul Meredith is a Series 65 licensed advisor with Uptick Partners, LLC in Nacogdoches, TX, where he has worked since 2026. He previously spent 12 years at Williams / Sequent Energy Management. Uptick Partners provides wealth management services to individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs an asset-allocation investment approach informed by Modern Portfolio Theory and integrates tax planning through an affiliated provider, serving over 1,100 clients with approximately $1.06 billion in assets under management.

Mitchell Smith is a CFP® with eight years of industry experience. He is currently with Uptick Partners, LLC, where he has worked since 2025, following an eleven-year tenure at Buttonwood Financial Group, LLC. Uptick Partners provides wealth management services to individuals, trusts, estates, charitable organizations, corporations, and retirement plans, offering investment management, financial and tax planning, and retirement plan consulting. The firm employs an asset-allocation investment approach supported by fundamental, technical, and behavioral analysis, and manages portfolios using a variety of custody arrangements and third-party solutions.

Mariah Box is a financial advisor with SageGuard Financial Group, LLC in Nacogdoches, TX, holding a Series 65 designation and over eight years of professional experience. Her background includes roles at Pineywoods Financial Services, Lovelady Directional Drilling, and Cypress Environmental Services. SageGuard Financial Group is a multi-advisor registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, and business entities with portfolio management and financial planning. The firm employs a combination of fundamental and technical analysis, offering a range of model strategies from conservative to aggressive growth, and manages a significant portion of assets on a non-discretionary basis.

Steven Barber is a CFP® with 33 years of experience in the financial services industry. He joined Uptick Partners, LLC in 2023 after a 31-year tenure at Edward Jones. Outside of advisory work, he owns Holistic Tax Solutions, LLC, an accounting and tax preparation firm, and serves as a board member for the Nacogdoches Economic Development Corporation. He is also a co-author of the book *The Bridge Builder Path To Independence*. Uptick Partners provides wealth management to individuals, trusts, estates, charitable organizations, corporations, and retirement plans, incorporating investment management, financial and tax planning, and consulting services. The firm employs a diversified asset-allocation approach supported by various analytical methods and offers access to third-party model marketplaces and alternative investments.

Zulma Petty is a CFP® and holds a Series 66 license with nine years of industry experience. She currently works at Uptick Partners, LLC and previously spent ten years at Edward Jones. Her background also includes roles in education and self-employment. Uptick Partners provides wealth management services to individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm uses an asset-allocation approach informed by Modern Portfolio Theory and various analyses, offering investment management, financial planning, tax planning, and consulting services.

Jason Barber is a CFP® with 14 years of industry experience, currently serving as a financial advisor at Uptick Partners, LLC. He previously worked at Edward Jones for 12 years before joining Uptick Partners in 2023. He is the owner of Holistic Tax Solutions, LLC, an accounting and tax preparation business, and is a co-author of the book *The Bridge Builder Path To Independence*, aimed at breakaway advisors. Uptick Partners provides wealth management services to individuals, trusts, estates, charitable organizations, corporations, and retirement plans, delivering investment management, financial and tax planning, and retirement and business exit consulting. The firm utilizes a comprehensive asset-allocation approach incorporating multiple analysis methods and employs both discretionary and non-discretionary portfolio management.

Emily Moore is a financial advisor at Uptick Partners, LLC with two years of industry experience. She holds Series 63 and Series 65 credentials and previously worked at Edward Jones and Titleist Capital, LLC. In addition to her advisory role, Emily co-owns East Texas Safety Consulting LLC, an occupational and environmental safety company. Uptick Partners provides wealth management services to individuals, trusts, estates, and organizations, employing an asset allocation approach supported by various analyses and third-party tools. The firm manages over $1 billion in assets and offers comprehensive financial, tax, and retirement plan consulting services.

Matthew Silvey is a CFP® and holds a Series 66 designation, with two years of industry experience. He currently works at Uptick Partners, LLC and previously was with Ameriprise. Prior to entering financial advising, he worked in education at Texas A&M and Joaquin High School. Uptick Partners provides wealth management services to individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm uses an asset-allocation approach informed by Modern Portfolio Theory and incorporates fundamental, technical, cyclical, and behavioral analysis to manage client portfolios.

Taylor Pankratz is a CFP® with 10 years of industry experience, currently serving as an advisor at Uptick Partners, LLC. His prior roles include positions at Edward Jones, Clarus Wealth Group, Raymond James Financial Services, and Burrow Global. He is the owner of Holistic Tax Solutions, LLC, an accounting and tax-preparation firm, and co-author of the book *The Bridge Builder Path To Independence*. Uptick Partners provides wealth management services to individuals, trusts, estates, charitable organizations, corporations, and retirement plans, offering investment management, financial and tax planning, and retirement plan consulting. The firm employs an asset-allocation approach supported by multiple analytical methods and offers access to a range of investment vehicles through discretionary and non-discretionary portfolio management.

Jarrod Null is a CFP® professional with 13 years of industry experience, currently serving at Lasting Mark Retirement Group LLC. His prior experience includes roles at SageGuard Financial Group, Confidently Retired, Alphastar Capital Management, and Pineywoods Financial Services. He serves on the board of directors for D&M Water Supply in Douglass, TX, a volunteer position. Lasting Mark Retirement Group LLC provides combined portfolio management and financial planning services to individual and high-net-worth clients, employing a long-term investment approach based on modern portfolio theory and tailored risk profiles. The firm operates multiple offices with a five-advisor team and offers fixed annual planning packages alongside periodic retirement seminars open to the public.

Daniel Reid is a financial advisor at Thurston Springer Advisors with nine years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Advisors and Wells Fargo Clearing. He serves on the board of the Lilly Grove Water Supply Corporation and the Nacogdoches County Chamber of Commerce. Thurston Springer Advisors serves individuals, corporations, charitable institutions, and retirement plans, offering financial planning, portfolio management, and retirement-plan consulting. The firm employs investment strategies including Tactical and Earnings Momentum and manages accounts on a discretionary basis, maintaining affiliations with broker-dealer and insurance entities.

George Ray Jr. is a financial advisor with B. Riley Wealth Advisors, Inc. in Nacogdoches, Texas, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. His prior roles include positions at Oppenheimer & Co., National Securities Corp, and WFG Advisors. He is also a Certified Financial Fiduciary. B. Riley Wealth Advisors, Inc. is an SEC-registered firm managing approximately $7.03 billion in client assets through 274 advisors. The firm provides a wide range of services, including advisory programs, financial planning, and retirement solutions, serving individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans.

William Badders is a financial advisor at Thurston Springer Advisors with four years of industry experience. He holds a Series 66 designation and has previously worked at Wells Fargo Advisors, MML Investors Services, and Mass Mutual Life Insurance Company. Outside of his advisory role, he operates a business under the name Buchanan Wealth Management of Trinity Capital Management. Thurston Springer Advisors serves a diverse client base including individuals, corporations, and charitable institutions, offering financial planning, portfolio management, and retirement-plan consulting services. The firm employs various investment strategies such as Tactical Momentum and Earnings Momentum, and manages accounts using discretionary and non-discretionary approaches.

Ann Moore is a financial advisor at Thurston Springer Advisors with 34 years of industry experience. She holds a Series 63 designation and has worked at Wells Fargo Advisors and its related entities for 16 years prior to joining Thurston Springer. Moore is a board member of the Nacogdoches High School Class of 1977. Thurston Springer Advisors serves a diverse client base including individuals, corporations, charitable institutions, and retirement plans, offering financial planning, portfolio management, and retirement-plan consulting. The firm employs a range of investment strategies such as Tactical Momentum and Earnings Momentum, managing accounts primarily on a discretionary basis and maintaining affiliations with broker-dealer and insurance entities.

Claudette Chandler is a financial advisor at Thurston Springer Advisors with 44 years of industry experience. She holds Series 63 and Series 66 designations and has previously worked at Wells Fargo Advisors and Wells Fargo Clearing. Thurston Springer Advisors serves a diverse client base, including individuals, corporations, and institutional entities, offering financial planning, portfolio management, and retirement-plan consulting. The firm employs a range of investment strategies such as Tactical Momentum and Earnings Momentum and manages accounts primarily on a discretionary basis.

Amanda Mitchum is a Series 66-licensed financial advisor at Level Four Advisory Services with 11 years of industry experience. Her prior roles include positions at Edward Jones and Raymond James Financial Services. Outside of advising, she is a founding member of The Chosen Ones Ministry Network, a virtual church and ministry, and serves on the board of Goodwill Central East Texas. Level Four Advisory Services is an SEC-registered enterprise advisor managing over $5 billion for a diverse client base including individuals, retirement plans, corporations, and charitable organizations. The firm offers fee-only financial planning and asset management, using model portfolios developed internally or through sub-advisers, and provides a range of affiliated financial services.

Wendy Buchanan is a financial advisor with Thurston Springer Advisors, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. She previously worked at Wells Fargo Advisors and Wells Fargo Clearing for a combined 16 years. Thurston Springer Advisors serves a diverse client base including individuals, corporations, and charitable institutions, offering financial planning, portfolio management, and retirement-plan consulting. The firm employs a variety of investment strategies such as Tactical Momentum and Earnings Momentum processes and manages accounts primarily on a discretionary basis.

Stephen Wright is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He is a partner at Erwin - Wright Wealth Management Group and has been with Raymond James Financial Services since 2015. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, utilizing asset-allocation analysis and firm research to develop tailored recommendations.

Dane Phillips is a financial advisor at Edward Jones with seven years of industry experience. He holds the CFP®, ChFC®, and Series 66 designations. Prior to joining Edward Jones, he worked with the Evansville Otters and was involved with Phillips Brothers Baseball. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large network of advisors and branch offices nationwide.

Kelly Flores is a financial advisor at Raymond James & Associates with 23 years of industry experience. She holds a Series 66 designation and has been with Raymond James since 2013. Outside of her advisory role, she is a member of WBF, LLC, a business entity based in Nacogdoches, Texas. Raymond James & Associates offers financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm also provides institutional consulting and maintains capabilities in public finance and municipal advisory services.

Benjamin Fredrickson is a financial advisor with Edward Jones in Nacogdoches, TX, holding CFP®, ChFC®, and Series 66 credentials. He has 11 years of industry experience, including prior roles at Bank of America, Merrill Edge, and Merrill Lynch. Fredrickson is also a managing partner of two real estate LLCs, Highland Alpha and Highland Bravo. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a broad range of asset levels. The firm offers various discretionary and non-discretionary advisory strategies, access to separately managed accounts and affiliated mutual funds, and operates under a fiduciary standard.

Brantley Flores is a financial advisor at Edward Jones in Nacogdoches, TX, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones in 2022, he worked in various roles including at Conifer - Nacogdoches Medical Center and National Landworks. 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 large network of financial advisors and branch offices nationwide.

Michael Compton is a financial advisor with Edward Jones in Nacogdoches, TX, holding a Series 66 designation and four years of industry experience. He previously worked in education for over a decade before rejoining Edward Jones in 2025. Outside of his financial advisory role, he umpires high school baseball games several nights a week. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.

David Phillips II is a Certified Financial Planner™ (CFP®) with 12 years of industry experience. He has been with Edward Jones in Nacogdoches, TX, since 2013. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, with approximately $1.01 trillion in assets under management supported by a nationwide network of over 23,700 financial advisors.

Donnia Walton is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. She has been with Raymond James since 2013. Outside of her advisory role, she co-owns timberland through Flatwood Properties LLC and serves as managing partner of WBF, LLC, which holds assets related to her practice. Raymond James & Associates offers financial planning and investment consulting to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm provides tailored financial plans and institutional consulting, with services spanning non-discretionary advisory relationships to discretionary portfolio management and public finance activities.

Heather Harris is a CFP®-designated financial advisor with Edward Jones in Nacogdoches, TX, where she has worked since 2005. She has 20 years of industry experience and holds Series 63 and Series 66 registrations. Outside of her advisory role, she serves as secretary and board member of the Nacogdoches Alumni Association and is a trustee for the Douglass Independent School District. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a mix of discretionary and non-discretionary investment solutions. The firm manages over $1 trillion in assets and operates a large nationwide network of advisors and branch offices while offering affiliated mutual funds and specialized advisory services under a fiduciary standard.

Jayce Harris is a financial advisor at Edward Jones in Nacogdoches, TX, holding the Series 66 designation with one year of industry experience. Prior to joining Edward Jones, Harris held roles at The Arena Group and Texas A&M University. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of advisors and offers a range of advisory programs and affiliated investment products.

Joshua Nichols is a financial advisor with Edward Jones in Nacogdoches, TX. He holds the Series 66 designation and has experience with Edward Jones and Northwestern Mutual. Outside of his advisory work, he owns and operates Nichols Cattle Company, a cattle ranch in Nacogdoches. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over $1 trillion in assets under management. The firm offers a broad range of advisory strategies and maintains a large nationwide network of advisors and branches.

Gregg Nichols is a CFP® with 17 years of industry experience, currently serving as a financial advisor at Edward Jones since 2008. Based in Nacogdoches, TX, he also participates in several business ventures, including operating a cow/calf ranch and partnering in a dog breeding business. 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, supported by a large network of advisors and branch offices nationwide.

Thad Erwin is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 credentials and bringing 21 years of industry experience. He has been with Raymond James since 2015. Outside of his advisory role, he is a partner at Erwin - Wright Wealth Management Group and serves on the finance and investment committee of First Baptist Church in Nacogdoches, Texas. Raymond James Financial Services Advisors, Inc. provides financial planning and non-discretionary investment consulting to a diverse client base, including individual investors, institutions, and charitable organizations. The firm emphasizes tailored financial plans developed through detailed client interviews and utilizes both brokerage and advisory account options to implement investment strategies.

David Phillips is a financial advisor at Edward Jones with 27 years of industry experience. He has been with Edward Jones since 1998 and holds Series 63 and Series 66 licenses. Outside of his advisory work, he manages a small cattle herd and co-owns a honey business in Nacogdoches, TX. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies, access to separately managed accounts and affiliated mutual funds, and operates under a fiduciary standard.

Alyssa Barnes is a financial advisor at Fidelity with 10 years of industry experience. She holds Series 63 and Series 66 licenses and has worked in various roles within Fidelity since 2015. Barnes also serves as an adjunct professor of farm management at Stephen F. Austin State University in Nacogdoches, Texas. Fidelity's Strategic Advisers LLC provides investment management and advisory services to both retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios.

James Ponder is a financial advisor with LPL Financial in Texarkana, TX, holding Series 63 and Series 65 licenses and 26 years of industry experience. His prior work includes positions at Cadence Bank, Infinex Investments, Inc., and Ameriprise Financial Services. He is involved with Fidelity & Guaranty’s fixed annuity business and serves in a financial institution role with Cadence Bank. LPL Financial provides advisory and brokerage services to a diverse client base, including individuals, retirement plan sponsors, banks, institutions, charities, and high-net-worth households. The firm offers a variety of investment delivery options supported by an in-house research team and combines large-scale advisory operations with insurance and annuity product offerings.