John Pegues is a financial advisor with Momentum Independent Network Inc. He holds Series 63 and Series 66 licenses and has 27 years of industry experience. His prior roles include positions at Hilltop Securities Inc., Investment Centers of America, and Mineola Community Bank. Outside of advisory work, he owns an income tax service and is a member of the Knights of Columbus charitable organization. Momentum Independent Network serves individual, high-net-worth, charitable, corporate, institutional, and banking clients through advisory and brokerage relationships. The firm offers a range of investment advisory programs, managed accounts, financial planning, and retirement plan consulting, utilizing third-party managers and integrated services from affiliated entities.

Holly Wasson is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Prior to joining Edward Jones in 2024, she worked in various roles within the education sector, including positions at Rains ISD, Texas A&M Commerce, Queen City ISD, Midway Waco ISD, and Winnsboro ISD. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies and advisory services supported by a nationwide network of over 23,000 financial advisors and manages approximately $1.01 trillion in assets under management.

Tod Byrd is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has been with LPL Financial (formerly LINSCO/PRIVATE LEDGER CORP.) since 2003. 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 various investment solutions ranging from financial planning and model-portfolio advisory programs to third-party asset management and participant-directed retirement advice, supported by an in-house research team.

Brandon Roberts is a CFP® with nine years of industry experience, currently serving as a financial advisor at Edward Jones since 2017. Prior to joining Edward Jones, he worked for Nestle Waters North America for eight years. He is also the president of the Rains ISD Education Foundation in Emory, Texas, a role he holds without financial responsibilities. 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 financial advisors and branch offices nationwide.

Gregory Mills is a financial advisor with Edward Jones in Quitman, TX, holding Series 63 and Series 66 licenses and 25 years of industry experience. He has been with Edward Jones since 2000. No notable outside activities are reported. 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 with a nationwide network of more than 23,700 financial advisors, offering both discretionary and non-discretionary investment strategies under a fiduciary standard.

Brian Coventry is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He has worked with Avantax and its related entities since 2007 and currently owns Coventry Financial Texas LLC. 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.

Janette Neal is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. She previously worked at Merrill for 28 years before joining Wells Fargo in 2021. Outside of her advisory role, she receives royalties from mineral rights ownership in Oklahoma City. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment services. The firm’s approach is IPS-driven and incorporates modern portfolio theory, with a range of investment options that include insurance-related vehicles and bank deposit sweep programs.

Phil Harris is a financial advisor with Stifel, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Stifel Nicolaus since 2013. Stifel serves a wide range of clients, including individuals, institutional investors, and municipal entities, offering brokerage and investment advisory services. The firm's investment approach relies on a proprietary methodology developed by its Investment Strategy Group, using forward-looking capital market assumptions and probabilistic modeling to support asset allocation and financial planning.

Tony Le Grow is a Series 66 licensed financial advisor with Edward Jones, based in Quitman, TX, and has four years of industry experience. Prior to joining Edward Jones in 2021, he worked at Merck and Co., Inc. for 20 years. He serves as Vice President of the Quitman Chamber of Commerce and is President of the Lindale Baseball Booster Club, where he coordinates fundraising activities. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and is noted for its extensive retail advisor network and additional capabilities such as a trust company and securities-based lending.

David Wilson is a financial advisor at Cetera with over 32 years of industry experience. He holds Series 63 and Series 65 licenses and has been affiliated with Cetera and its related entities since 1993. Wilson is also the owner of David Wilson CPA Ltd., a CPA firm providing accounting, tax planning, and corporate financial consulting services, and he serves as a board member and treasurer for St. Andre House, an organization offering housing for mentally disabled adults. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services, utilizing advisor-managed accounts, firm-sponsored model portfolios, and third-party solutions.