Christina Swallows is a Series 66 credentialed financial advisor with Edward Jones in Tyler, TX, where she has worked for 10 years. She has spent her entire industry career at Edward Jones. 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 through a broad network of financial advisors and branch offices, offering a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Andrew Meads is a Senior Financial Advisor with Merrill Lynch Wealth Management. He has been with the firm since 2009 and has held roles including financial advisor and sales manager for the greater Dallas market. Andrew works with a diverse range of clients, including business owners, families, non-profit organizations, and widows, focusing on strategies that align with their individual financial goals. His expertise encompasses college education planning, family wealth management, legacy planning, personal retirement planning, portfolio management, services for endowments and foundations, small business strategies, and retirement income. Andrew holds a Bachelor of Arts in Communication from Baylor University and maintains professional designations as a CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Outside of his professional commitments, Andrew is an Eagle Scout and has served as an Assistant Scoutmaster. He participates in community organizations such as Leadership Tyler Class 24, the Hospice of East Texas Young Ambassador Program, and has volunteered with CASA for Kids of East Texas and the Rose Capital West Little League. He resides in Tyler, TX, with his wife and three children. In his personal time, Andrew enjoys fishing, golfing, hunting, and traveling.

Joseph Eakin is a Series 66 licensed financial advisor with 25 years of industry experience. He is currently with LPL Financial in Tyler, TX, having previously worked at UBS Financial Services. Outside of his advisory role, he is involved with Quad E Assets, LLC, a non-investment related business entity. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to third-party asset managers, supported by a wide network of more than 22,800 advisors.

Emily Welch is a financial advisor at Merrill with 12 years of industry experience. She holds a Series 66 designation and has previously worked at Wells Fargo Advisors and Wells Fargo Clearing. Welch serves as a power of attorney for family members on investment-related matters. 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. The firm offers both model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.

Gordon Lange is a financial advisor with LPL Financial in Tyler, TX, holding Series 63 and Series 65 credentials and possessing 29 years of industry experience. He has worked at LPL Financial since 2004 and previously held positions at Cantella & Co., Inc. and Raymond James Financial Services, Inc. Outside of his advisory work, Lange is involved as an investment representative with C2 Financial Advisors. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by advanced operational and research tools.

Nicholas Orlowski is a financial advisor with LPL Financial, holding a Series 66 designation and two years of industry experience. His prior roles include positions at Stephen F. Austin State University and Southside Bank. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Donald Brandon is a CFP® professional with 15 years of industry experience, currently serving as a financial advisor at Edward Jones since 2014. He holds Series 63 and Series 66 licenses. Beyond his advisory role, Brandon is a board member of the Lindale Education Foundation, where he coordinates fundraising activities for local students. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm supports a large network of advisors and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

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 in Tyler, Texas, with 24 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at several firms including Park Avenue Securities, Guardian Life Insurance Company, and Chapin, Davis. Outside of his advisory role, Plesser is employed in nursing positions at Palestine Regional Medical Center and UTMB. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolio programs, and institutional platforms, supporting a large network of advisors with diverse investment strategies.

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.