Carl Newman Jr. is a CFP®-designated financial advisor with 19 years of industry experience. He is currently with LPL Financial, where he has worked since 2021, and previously was with Raymond James Financial Services from 2013 to 2021. Outside of his advisory work, he co-owns a commercial refrigeration business and a restaurant and beverage solutions company. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base that includes individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management supported by research, model portfolios, and various technology tools.

Jerry Martin is a financial advisor with LPL Financial in Longview, TX, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His career includes prior roles at Raymond James Financial Services Advisors, Inc. and TBT Financial Services, and he is also involved with JMCC Investments LLC. Additionally, Martin maintains a small non-investment-related business entity, JL-Martin LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a diverse client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, combining discretionary and non-discretionary management with research and model portfolios from LPL Research and third-party subadvisors.

Erin Whitehurst is a financial advisor with LPL Financial in Longview, TX, holding a Series 66 designation and three years of industry experience. She previously worked at Texas Bank and Trust for 17 years before joining Capital Wealth Group and subsequently LPL Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a large national network. The firm offers a range of advisory programs, financial planning, and retirement plan consulting services, utilizing both discretionary and non-discretionary management supported by internal and third-party research.

Jonathan Cromer is a financial advisor with LPL Financial, holding a Series 66 designation and seven years of industry experience. He previously worked at Raymond James Financial Services and Texas Bank and Trust. Outside of his advisory work, he owns Inspire HTC LLC, a home-based photography business. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individual clients, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services supported by research and model portfolios from both internal and third-party sources.

Curtis Hinshaw III is a financial advisor with LPL Financial in Longview, TX, holding a Series 66 credential and 20 years of industry experience. His prior roles include nearly a decade at Raymond James Financial Services Advisors. Outside of financial advising, he is involved in authoring and co-ownership of a school wear company. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of representatives. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and retirement plan consulting.

Rhonda Bagley is a financial advisor at LPL Financial with 12 years of industry experience. She holds a Series 66 designation and previously worked at Raymond James Financial Services Advisors and JMCC Investments LLC. In addition to her advisory work, she is a commissioned notary in the state of Texas. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, including financial planning, retirement consulting, and model portfolio management, supported by LPL Research and third-party subadvisors.

Tyler Nail is a Series 66-licensed financial advisor with LPL Financial in Longview, Texas. He has two years of industry experience and previously worked in education at Texas Tech University and Spring Hill ISD. LPL Financial serves a broad range of clients, including individuals, retirement plans, banks, and charitable organizations, offering financial planning, advisory programs, and brokerage services through a national network of investment adviser representatives.