Nicholas Orlowski is a financial advisor at LPL Financial in Tyler, TX, with one year of industry experience and a Series 66 credential. His prior roles include positions at Stephen F Austin State University, Southside Bank, and Whitehouse ISD. Outside of his advisory work, he was involved with Green Acres Baptist Church for two years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, with both discretionary and non-discretionary management options.

Grant Childress is a financial advisor with Edward Jones in Tyler, TX, holding the Series 66 designation and five years of industry experience. Prior to Edward Jones, he worked at BSK Health Partners, Rack Performance, DW Energy Group, and participated in a study abroad program. He serves on the board of Junior Achievement of Tyler, contributing to committees focused on investments, financial literacy programs, and charity events for students. Edward Jones is a full-service wealth management firm that serves both individual and institutional clients, offering a range of advisory programs and managed solutions through a nationwide network of financial advisors and offices.

Shari Hilliard is a financial advisor with Wells Fargo Clearing in Tyler, TX, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. She has worked at Wells Fargo firms since 2009, including seven years at Wells Fargo Advisors, LLC, and ten years with Wells Fargo Clearing. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets, employs over 14,000 financial advisors, and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party analytics.

Kayla Welvaert is a financial advisor with Edward Jones in Flint, TX. She holds the Series 66 designation and has five years of experience, including prior work at Impressive Image Works. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large national network of financial advisors and branch offices.

Christopher Hazelip is a Series 66-registered financial advisor with Edward Jones in Tyler, TX, bringing eight years of industry experience. Prior to joining Edward Jones in 2018, he worked for two years at ETMC Inpatient Rehabilitation Hospital. 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 strategies supported by a large network of financial advisors and branch offices across the country.

Don Lilly is a Wealth Management Advisor with Merrill Lynch Wealth Management, where he has worked since 1998. As a qualified Portfolio Manager, he provides clients with personalized advice and manages investment strategies that may include individual stocks and bonds, Merrill model portfolios, and third-party investment options. He offers services such as personal wealth management, wealth transfer, legacy planning, and assistance in establishing or managing company retirement plans for business owners. Don holds a Bachelor of Business Administration degree from Baylor University. He is a Personal Investment Advisor (PIA) and utilizes his experience and credentials to tailor asset management strategies suited to the specific needs of each client. He manages strategies on a discretionary basis when servicing clients through the firm's Investment Advisory Program. Originally from Tyler, Texas, Don and his wife Amy, whom he married in 1985, have two children and two grandsons. They are active members of Green Acres Baptist Church. Don enjoys spending time with his family and engaging in outdoor activities such as hunting and fishing. Together, Don and Amy enjoy traveling around Texas to visit small towns and off-the-beaten-path locations.

Shawn Wildt is a financial advisor with Edward Jones in Tyler, Texas, holding the CFP® designation and Securities Series 63 and 66 licenses. He has 19 years of industry experience and has been with Edward Jones since 2006. Outside of his advisory role, he is a partner in a real estate business based in Bullard, Texas. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory strategies and affiliated investment products. The firm operates a nationwide network of over 23,700 advisors and manages approximately $1.01 trillion in assets.

Jeffrey Plesser is a financial advisor at LPL Financial with 23 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked with firms including Park Avenue Securities, Guardian Life Insurance Company, FSC Securities Corp, and AIG Financial Network. Outside of his advisory role, he is employed in registered nursing and healthcare positions in Texas. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual clients, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory programs and financial planning services, including both discretionary and non-discretionary management, supported by research and technology solutions.

Leslie Fiehn is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and bringing 35 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors, LLC from 2014 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Michael Wheat is a financial advisor with UBS Financial Services in Tyler, TX, holding CFP® and Series 66 designations and bringing nine years of industry experience. Prior to his current role, he worked at Morgan Stanley for seven years and held positions at Cetera Investment Services, Regions Bank, and previously at UBS. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services and leveraging proprietary research and model-based asset allocations.

Brian Hinton is a financial advisor with Ameriprise in Tyler, TX, holding a Series 66 designation and 14 years of industry experience. His prior roles include positions at AE Wealth Management LLC, Madison Avenue Securities, Texas Financial and Retirement, and Vasso and Associates. Ameriprise offers a retirement-income planning service aimed at clients with substantial investable assets, providing written recommendations on income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to support retirement planning, delivering recommendations through a centralized consulting team.

Neal Vasso is a financial advisor with Ameriprise in Tyler, TX, holding a Series 63 designation and bringing 30 years of industry experience. He has been with Ameriprise and its affiliates since 2005. Outside of his advisory role, he owns Vass Design Associates, an interior design firm. Ameriprise offers retirement-income planning services primarily for clients approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to produce tailored income strategies. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Christopher Maloney is a Senior Financial Advisor at Merrill Lynch Wealth Management. He joined Merrill Lynch in 2016, bringing with him experience from his previous role as a Financial Center Manager for Bank of America in Tyler, Texas, where he worked for eight years. In his current role, he focuses on delivering personalized wealth management strategies that begin with understanding each client's goals and needs. Chris's areas of expertise include college education planning, family wealth management strategies, legacy planning, personal retirement planning, portfolio management services, tax minimization, and retirement income. He works to assist individuals and families in managing their financial needs by integrating both investment and banking services, with banking services provided through Bank of America, N.A. Chris graduated from Abilene Christian University in 2003 with a Bachelor's degree in History. He holds the Professional Investment Advisor (PIA) designation. Residing in Tyler, Texas with his wife, Christina, and their four children, Chris is actively involved in his local church. His personal interests include traveling, fine dining, and enjoying movie nights with his family.

Chris Hazelip is a CFP® professional with 16 years of industry experience, currently serving as an advisor at Edward Jones since 2009. He holds the Series 66 designation and is based in Tyler, TX. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets, supported by a nationwide network of more than 23,700 financial advisors, and provides both discretionary and non-discretionary investment strategies under a fiduciary standard.

Darin Driggers is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 33 years of industry experience. He has been with Cetera and its affiliate Cetera Wealth Services, LLC since 2013. Outside of his advisory role, Driggers owns and manages an RV park in Tyler, Texas. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, as well as institutional accounts. The firm offers a range of portfolio management and consulting services through a large nationwide network of independent advisors and provides access to multiple investment strategies and program platforms.

Marion Walters is a financial advisor with Edward Jones, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. Walters has been with Edward Jones since 2001. Outside of advisory work, Walters is a partner and investor in Lee, Lang, and Walters Commercial Real Estate and a minority owner in Winona Hemp and Lone Star Cattle Company LLC. 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 and investment solutions, supported by a nationwide network of approximately 23,701 financial advisors.

Michael Sanders is a financial advisor at Merrill with six years of industry experience. He holds the Series 66 designation and has previously worked at JPMorgan Chase Bank, J.P. Morgan Securities, Vasso & Associates, Ameriprise Financial Services, and the University of Texas at Tyler. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations.

Marc Pitts is a financial advisor at LPL Financial in Tyler, TX, holding a Series 66 designation with three years of industry experience. He has been with LPL Financial since 2018 and previously worked at UT Health East Texas and Sam's Club. In addition to his advisory role, he is also a commissioned notary. 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 network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management supported by in-house and third-party research, as well as additional services such as retirement plan consulting and brokerage solutions.

Andrew Sherman is a Financial Advisor at Merrill Lynch Wealth Management. He specializes in helping clients plan for significant life events such as retirement, business transitions, sending children to college, and home purchases. His approach involves ongoing, tailored financial planning that seeks to understand each client's unique family situation and priorities. Andrew's expertise includes managing new wealth, philanthropic planning, portfolio management, small business strategies, tax minimization, and retirement income. He holds the Accredited Portfolio Management Advisor (APMA) and Personal Investment Advisor (PIA) designations. He graduated from Texas A&M University with a degree in Economics and Financial Planning and has also studied at the University of Texas at Tyler. Raised in East Texas, Andrew resides in Tyler with his wife, Hannah, and daughter, Charlotte. He is involved in his community through participation with the Brownsboro Girls Little Dribblers program. His personal interests include baseball, basketball, chess, cooking, football, golfing, hunting, skiing, spending time with family, and traveling.

Michael Harrison Jr. is a financial advisor with Ameriprise, holding a Series 66 designation and 19 years of industry experience. He has been with Ameriprise and its affiliated entities since 2010. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet certain asset thresholds. The firm provides written Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies, utilizing algorithmic automation and a centralized consulting team to generate and tailor recommendations.