Max Stewart is a Series 65-licensed advisor at Simplicity Wealth in Tyler, Texas, with one year of industry experience. Simplicity Wealth serves a broad range of clients including individual and high-net-worth investors, retirement plans, and institutional investors, offering advisory services and a TAMP platform with a fund-of-funds investment approach that incorporates ETFs, mutual funds, and individual securities.

Micheal Boyter is the sole advisor at BOYTER Financial Services in Flint, Texas, holding Series 63 and Series 65 licenses with 10 years of industry experience. He has operated BOYTER Financial Services since 1995. He is also co-owner of an insurance agency and financial services company. BOYTER Financial Services provides investment advisory and financial planning services to individual investors, couples, custodians, IRA owners, trustees, and small business owners. The firm focuses on capital preservation through model portfolios and manager-driven pooled vehicles, using third-party research to guide asset allocation and portfolio supervision.

Michael Evans is a CFP® professional with 13 years of industry experience, practicing at Legacy Group in Tyler, TX. He has been with Legacy Group since 1987. Evans is also a licensed insurance agent. Legacy Group is an independent firm that provides fee-based financial planning and investor coaching, primarily serving individual clients. The firm refers accounts to an unaffiliated registered investment adviser for portfolio management, using a non-discretionary approach and implementing portfolios through the Matson Fund Platform and Free Market Funds.

Planning, not predictions, and products. We help our clients coordinate, simplify, and manage their investment, tax, insurance, healthcare/Medicare, Social Security, and estate planning needs under one roof. After 25 years at Ameriprise, I launched my own independent RIA to provide comprehensive financial planning and wealth management services focusing on advice, not sales or products. We help our clients coordinate, simplify, and manage their investment, tax, insurance, and estate planning needs under one roof. Our typical client is someone who believes that true wealth is having control over their time so they can spend it with the people and activities they love. They prefer to delegate most of their financial matters to a team of trusted professionals who will care for their loved ones after they are gone.

Victor Williams is a financial advisor at Gibson Wealth Advisors, LLC with 25 years of industry experience. He previously worked for American Express Financial Advisors Inc. / Ameriprise Financial for 14 years before joining Gibson Wealth Advisors in 2016. Williams holds Series 63 and Series 65 licenses and is also licensed as an insurance agent in Tyler, TX. Gibson Wealth Advisors, LLC is a fee-only registered investment adviser serving individual and high-net-worth clients, managing approximately 187 households. The firm provides comprehensive financial planning and discretionary investment management using a combination of passive portfolios built with Vanguard funds and active strategies such as rebalancing and tax-loss harvesting.

Hayden Brown is a Series 66-licensed advisor at Murray Securities, Inc. with three years of industry experience. Prior to joining Murray Securities, he worked at Tyler Valet and East Texas Supply. Outside of his advisory role, he has experience balancing work with his time as a student over the past decade. Murray Securities, Inc. provides investment advisory and portfolio management services to individuals and high-net-worth clients, using a combination of fundamental, quantitative, and technical analysis. The firm offers both discretionary and non-discretionary management, along with broker-dealer services, and emphasizes documented investment policy statements and regular portfolio reviews.

Gary Murray is a financial advisor with Murray Securities, Inc. based in Tyler, Texas. He holds a Series 66 designation and has 46 years of industry experience. Mr. Murray has been with Murray Traff Securities since 1985. Outside of his advisory role, he is a partner in Breathing Centers of Houston, a pulmonary rehabilitation center. Murray Securities, Inc. provides investment advisory and portfolio management services to individuals and high-net-worth clients, using a combination of fundamental, quantitative, and technical analysis. The firm offers both discretionary and non-discretionary management and maintains dual registration as an SEC-registered investment adviser and FINRA-registered broker-dealer.

Bently Ford is a financial advisor at Centric Advisors, LLC with 28 years of industry experience. He holds a Series 63 designation and has worked at firms including Capital Asset Advisory Services and Questar Asset Management. Outside of his advisory role, Ford owns and operates an insurance agency focused on fixed insurance products in East Texas. Centric Advisors serves individuals, high-net-worth clients, corporations, and charitable organizations by providing portfolio management and financial planning services. The firm employs fundamental, technical, and cyclical analysis to implement varied investment strategies and manages approximately $227 million in client assets.

Raymond Cozby III is a financial advisor at Gibson Wealth Advisors, LLC with nine years of industry experience. He holds a Series 65 designation and has been with Gibson Wealth Advisors since 2017. Outside of his advisory role, he also serves as a managing attorney at R.W. Cozby III, PLLC, providing estate and trust services. Gibson Wealth Advisors serves individual and high-net-worth clients, mainly those at or near retirement, offering comprehensive financial planning and discretionary investment management. The firm employs an evidence-based investment approach using primarily Vanguard index mutual funds and ETFs, while also providing supplemental services such as Medicare consulting and coordinated tax-preparation assistance.

Mark Henry is a financial advisor with Virtue Wealth Counsel, LLC in Tyler, TX, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Virtue Wealth Counsel since 2019 and previously worked at Stewardship Advisory Group and East Texas Catholic Foundation. Outside of his advisory role, he serves as president of Stewardship Planned Giving, providing charitable gift planning services to Christian churches. Virtue Wealth Counsel offers investment advisory and portfolio management services to individual and high-net-worth clients, focusing on personalized financial planning that integrates tax, estate, and charitable considerations. The firm maintains a small advisory team and delivers tailored services through direct client relationships.

Kylar Gee is a financial advisor at Gibson Wealth Advisors, LLC with six years of industry experience. He holds the Series 66 designation and previously worked at Ameriprise and TD Ameritrade. Gibson Wealth Advisors serves individual and high-net-worth clients, primarily those at or nearing retirement, offering comprehensive financial planning and discretionary investment management. The firm follows a Modern Portfolio Theory-based approach using Vanguard index funds and ETFs, and provides additional services including Medicare consulting, estate-planning documentation, and retirement plan management.

Travis Wall is a Series 65-licensed financial advisor at Fidelis Wealth Advisors with two years of industry experience. Prior to joining Fidelis Wealth Advisors in 2023, he spent nine years with the Federal Bureau of Investigation. Fidelis Wealth Advisors serves individual and high-net-worth clients, as well as pension and employer-sponsored retirement plans, trusts, charitable organizations, and corporations. The firm provides discretionary and non-discretionary investment management, comprehensive financial planning, retirement-plan advisory and consulting, and customized consulting services, using a tailored asset allocation approach supported by modern portfolio theory and various analytical tools.

Taylor Hodges is a financial advisor with D.H. Hill Advisors, Inc. in Tyler, TX, holding Series 63 and Series 65 designations and 14 years of industry experience. He is also the owner of Inspire Gym United, LLC, a gymnastics business. D.H. Hill Advisors provides financial planning and portfolio management services to individuals, including high-net-worth clients, as well as employer-sponsored retirement plans, foundations, and other institutional clients. The firm offers both discretionary and non-discretionary investment management, utilizing a combination of tactical asset allocation, active and passive strategies, and tax-management techniques.

Jonathan Jetter is a CFP® with 24 years of industry experience, currently serving at Signal Securities, Inc. since 2008. He also has a longstanding affiliation with First Investors Corp. since 2001. Outside of financial advising, he owns and operates Lilly Creek Outfitters, a hunting and fishing outfitter in Tyler, TX, and leads a holding company for future acquisitions. Signal Securities, Inc. provides fee-based asset management and financial planning services to individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm emphasizes risk management through diversification and a consultative process, offering model-based asset allocation programs and separately managed accounts primarily on a non-discretionary basis.

Mason Hurt is an advisor with Signal Securities, Inc. in Tyler, TX, holding a Series 66 designation. He has less than one year of industry experience and has previously worked with Jonathan Jetter CFP (R), LLC, and Intentional Living Planning. Signal Securities, Inc. provides fee-based asset management and financial planning to individuals, pension plans, charitable organizations, and corporations. The firm emphasizes risk management through diversification and a consultative process to recommend model portfolios or tailored investments, primarily implementing recommendations with client consent and focusing on long-term asset allocation and periodic rebalancing.

Jarrett Gist is a financial advisor at D.H. Hill Advisors, Inc. in Tyler, Texas, holding a Series 65 credential. He has been with D.H. Hill Advisors since 2025 and also provides specialist Orientation and Mobility services for special education children through his own business, Jarrett Gist Orientation and Mobility Services. He has been involved in education-related roles since 2013. D.H. Hill Advisors offers financial planning and portfolio management to individuals, including high-net-worth clients, as well as employer-sponsored retirement plans, foundations, and institutional clients. The firm supports independent Investment Adviser Representatives through platforms that combine committee oversight with both tactical and passive investment strategies.

Kevin Lybrand is a financial advisor at D.H. Hill Advisors, Inc. in Tyler, TX, holding a Series 65 designation with two years of industry experience. Prior to joining D.H. Hill Advisors, he worked at New York Life and served seven years with the Texas Department of Public Safety. Outside of his advisory role, he teaches online classes at Jacksonville Junior College and leads worship services at Emerald Bay Community Church. D.H. Hill Advisors provides wealth-management services to individuals, high-net-worth clients, retirement plans, corporations, foundations, and trusts, offering financial planning, investment management, and retirement-plan consulting. The firm employs a variety of investment strategies and utilizes both firm-managed and advisor-managed portfolios, with access to sub-advisers and alternative investments.

Douglas Bolles is a financial advisor at WorthPointe with six years of industry experience. He holds a Series 65 designation and previously worked at Southside Bank for 18 years before joining WorthPointe in 2019. WorthPointe offers discretionary portfolio management and financial consulting services to individuals, high-net-worth clients, corporations, and retirement plans. The firm employs an investment approach based on Modern Portfolio Theory, utilizing diversified model portfolios primarily composed of mutual funds and ETFs.

Travis Chick is a CFP® and Series 66-licensed advisor with 11 years of industry experience. He has worked at Bank of America and Merrill Lynch before joining AWM Capital, LLC in 2018. AWM Capital is a fee-based registered investment adviser serving high- and ultra-high-net-worth individuals and families, managing approximately $1.15 billion across 418 clients. The firm employs a multi-team approach with an emphasis on liability-driven investing and asset allocation, offering financial planning, retirement advice, business consulting, and asset management through an open-architecture platform.

Laura Neal is a CFP® professional with eight years of experience in financial advising. She has been with Woodward Financial Advisors, Inc. since 2022 and previously worked at Pembroke Advisors, Inc. for nine years. Woodward Financial Advisors, Inc. is an independent, fee-only firm serving individuals, families, trusts, and estates. The firm manages approximately $574 million in assets for about 196 clients, emphasizing a strategic, globally diversified approach that favors low-cost passive index funds and ETFs, with customized investment plans tailored to each client.