John Reed is a financial advisor with 4 years of industry experience and holds a Series 65 credential. He is the principal of 1 Timothy 6 V 7 LLC, an independent advisory firm. Outside of his advisory work, Reed is also a teacher at Henderson High School in Texas. 1 Timothy 6 V 7 LLC provides investment management and advisory services primarily to pooled investment vehicles and institutional clients, including foundations, corporations, and plan sponsors. The firm employs a blend of active and passive strategies with a focus on risk-adjusted, tax-aware allocations and offers both discretionary and non-discretionary portfolio management alongside retirement plan consulting and financial planning.

I help you plan your optimum retirement income strategy. You’ve saved your whole life for retirement, and now it’s time to use that savings to relax and spend your time the way you want to. We will figure out together the best way for you to distribute your savings and account for investment risks, taxes, and an uncertain future. I live in East Texas with my wife and two kids. I am a former professor and take a teaching approach with my clients as well. No two retirements are the same, so your retirement plan will require some custom-fitting. I want you to understand everything we do so that you can help me understand the best plan for you. I am also an Infantry Major in the Arkansas Army National Guard.

Abigail Williams is a CFP® and Series 65-licensed financial advisor with three years of industry experience. She is currently with Naviant Partners, LLC, having previously worked at Stone Oak Wealth Management, CapFinancial Partners, Covenant Multi-Family Offices, Reliance Bank Limited, and Texas A&M University. Outside of her advisory role, she is an Independent Market Partner for MONAT Global Corp., promoting haircare, skincare, and makeup products. Naviant Partners provides discretionary investment management, wealth planning, and retirement plan advisory services for individuals, high-net-worth clients, trusts, businesses, and plan sponsors. The firm employs a primarily long-term investment process incorporating modern portfolio theory and various analytical approaches, with a notable focus on retirement plan consulting and ERISA-related fiduciary services.

Sean Green is a CFP® and holds a Series 66 license, currently serving as an advisor at Rose Wealth, LLC with 13 years of industry experience. He has prior experience at Lonestar Registered Investment Advisors and A.G. Edwards & Sons, and manages Green Law, PLLC, where he provides estate planning, business formation, probate, and related legal services. Rose Wealth, LLC is a state-registered investment adviser that offers discretionary and non-discretionary portfolio management and financial planning services to individual and high-net-worth clients. The firm employs a variety of strategies tailored to clients’ objectives and risk tolerances, combining in-house advisory services with outsourced model management.

Grant Jordy is a financial advisor at Rose Wealth, LLC with three years of industry experience. He holds a Series 66 designation and has worked previously at Merrill Lynch Wealth Management, Ameriprise, and Vasso & Associates LLC. He is also licensed as an insurance agent and dedicates part of his time to the sale of various insurance products. Rose Wealth, LLC is a state-registered investment adviser serving individual and high-net-worth clients. The firm offers discretionary and non-discretionary portfolio management and financial planning, employing strategies such as asset allocation, dollar-cost averaging, and both long- and short-term positions.

We love the process of partnering with individuals to discover their personal path to a fulfilling financial future. We always tell our clients—we make recommendations, you make decisions. We offer effective tools and clear guidance to help you make retirement what you want.

Andrew Alston is a financial advisor at Sowell Management with eight years of industry experience. He holds a Series 66 designation and has previously worked at Rose Wealth, Ameriprise Financial Services, Edward Jones, and Texas Bank and Trust Company. Sowell Management is a multi-team registered investment adviser serving individuals, retirement plans, corporations, and other RIAs with portfolio management, financial planning, and retirement-plan advisory services. The firm supports over 100 independent advisers and offers diverse investment strategies, including model portfolios developed with Goldman Sachs and sub-advisory relationships.

David Carr is a financial advisor with CG Advisory Services in Longview, TX, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. His prior roles include positions at Carr Capital and Capital Asset Advisory Services since 2018, as well as Questar Asset Management and Questar Capital Corporation from 2013 to 2018. Outside of his advisory work, he is the author of a sports psychology book titled *Winning Through Mental Toughness*. CG Advisory Services is an SEC-registered firm serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers discretionary portfolio management through proprietary and customized models, supplemented by financial planning, retirement-plan consulting, and access to alternative investments, employing a research-driven approach supported by AI tools.

Cassidy Carr is a CFP®-designated financial advisor with five years of industry experience, currently practicing at CG Advisory Services since 2021. Prior to this, Carr has been involved with Carr Capital LLC since 2017. CG Advisory Services is an SEC-registered multi-team firm that serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers discretionary portfolio management through proprietary model programs and customized Adviser-as-Portfolio-Manager arrangements, complemented by financial planning, retirement-plan consulting, fiduciary advice, and access to alternative investments via third-party platforms.

Alex Alston is a financial advisor at Sowell Management with a Series 66 designation and five years of industry experience. His prior roles include positions at Rose Wealth, Ameriprise, VASSO & ASSOCIATES, and Wells Fargo Clearing. Outside of advisory services, he owns a water filter sales company, Nu Tech Water LLC, based in California. Sowell Management is a multi-team registered investment adviser serving individuals, retirement plans, corporations, and other RIAs with portfolio management, financial planning, and retirement-plan advisory services. The firm employs various management styles and offers solutions including model portfolios, sub‑advisory relationships, third-party manager selection, and unified managed accounts.

Braden Wise is a financial advisor with Guardian Life, holding Series 63 and Series 65 licenses and six years of industry experience. He has worked with Northwestern Mutual and Park Avenue Securities, which is a subsidiary of Guardian Life. Park Avenue Securities LLC provides brokerage and advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm combines advisor-led discretionary management with model-based strategies and offers access to insurance products, alternative investments, and various integrated lending options.

Danielle Traylor is a financial advisor with Money Concepts Capital Corp, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. She has been with Money Concepts Capital Corp since 2016. Outside of her advisory role, she is a partner in insurance agencies focused on life, health, and disability products. Money Concepts Advisory Service provides investment advisory, financial planning, and consulting services to a diverse client base including individuals, pension plans, trusts, and corporations. The firm manages approximately $4.07 billion in client assets using model-driven and asset-allocation strategies, offering both discretionary and non-discretionary programs supported by third-party managers and technology platforms.

Justin Lakin is a financial advisor with Eagle Strategies (NY Life) who holds Series 63 and Series 65 licenses and has 10 years of industry experience. His prior roles include positions at TK Operations Consultants, Nylife Securities LLC, and New York Life Insurance Company. Outside of his advisory work, he is involved as a partner in a yak farming venture focused on meat production and also consults on financial services business operations and training. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm specializes in tailored advice across multiple program types and has a significant focus on non-discretionary assets, working extensively with plan sponsors and integrated within the New York Life affiliate structure.

Debra Nicholas is a financial advisor at \u0026PARTNERS with 27 years of industry experience. She holds a Series 63 designation and has previously worked at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. \u0026PARTNERS serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers investment management and financial planning services using a variety of analytical approaches and both proprietary and third-party strategies.

William Rice III is a financial advisor with Concurrent Investment Advisors, LLC, holding Series 63 and Series 65 credentials and 37 years of industry experience. He has previously worked at Morgan Stanley for 30 years and spent four years with Raymond James Financial Services. Concurrent Investment Advisors, LLC is a multi-team SEC-registered advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm offers customized, primarily long-term investment portfolios and comprehensive wealth management services supported by a network of roughly 286 advisors.

Dave Spurrier is a CFP® certificant with 32 years of experience in the financial services industry. He is currently with &PARTNERS since 2025 and previously worked at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. Spurrier serves on the board of the North East Texas Regional Mobility Authority, a state entity focused on transportation projects. &PARTNERS serves a diverse client base including high-net-worth individuals, retirement plans, and institutions, offering investment management and financial planning with both discretionary and non-discretionary approaches utilizing proprietary and third-party strategies.

Matthew Diaz is a financial advisor with Eagle Strategies (NY Life) and holds Series 65 and Series 63 licenses. He has 11 years of industry experience, including roles at New York Life Insurance Company and Nylife Securities LLC. Outside of financial advising, he teaches martial arts to youth and adults through Diaz Martial Arts, which he has operated for over two decades. Eagle Strategies serves a diverse range of individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types tailored to client objectives, with a significant portion of assets managed on a non-discretionary basis.

Michael Spurrier is a financial advisor with \u0026PARTNERS in Longview, TX, holding Series 63 and Series 66 licenses and five years of industry experience. His prior roles include positions at Wells Fargo Advisors and Fidelity Investments. \u0026PARTNERS serves a diverse client base including individuals, institutions, and high-net-worth entities, offering investment management, financial and tax planning, and retirement plan consulting through both advisory and brokerage services. The firm utilizes a variety of analytical methods and portfolio strategies, managing accounts directly or via vetted third-party managers.

Tina Sellers Phelan is a financial advisor at &Partners with 32 years of industry experience. She holds Series 63 and Series 65 designations and has previously worked at Wells Fargo Clearing Services LLC and J.P. Morgan Securities. Outside of her advisory role, she co-owns Phelan Enterprises, a non-investment-related business. &Partners serves a broad mix of individual and institutional clients, providing investment management, financial and tax planning, ERISA consulting, retirement plan management, and brokerage services. The firm employs a combination of fundamental, technical, and quantitative analysis, utilizing both proprietary and third-party strategies, and offers municipal advisory and underwriting services.

Jeffrey Murry is a CFP® professional with 17 years of experience in financial advising. He is currently with Cetera Planning Partners and has held roles at various affiliated Cetera firms since 2009, as well as prior experience with Avantax and 1st Global Capital Corp. Outside of advising, he is a 33.3% owner of Murry Investments LLC. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees with services including investment management, financial planning, Social Security optimization, and retirement advice. The firm offers additional services such as tax planning, bookkeeping, payroll support, and estate planning through a third-party provider, utilizing a diversified investment approach tailored to clients' objectives and risk tolerance.