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.

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.

Jordan Meads is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in working with families, professionals, and non-profit organizations to develop customized financial strategies. His focus areas include college education planning, corporate executive services, executive compensation, family wealth management strategies, services for endowments, foundations, and non-profits, legacy planning, personal retirement planning, philanthropic planning, individual and corporate investment strategy, and tax minimization. Jordan is a 2003 graduate of the United States Naval Academy and served as a United States Marine Corps Officer, holding roles such as Logistics Officer, Student Officer Instructor, Foreign Military Advisor, and Operations Officer. He participated in multinational operations in Japan, Korea, Iraq, and Afghanistan. He holds the Personal Investment Advisor (PIA) designation and is a member of several professional organizations, including Catalyst 100, Leadership Tyler Class 29, Marine Corps Association, National Eagle Scout Association, USNA Alumni Association of North Texas, and USNA Blue and Gold Officer. Jordan is also involved in community organizations such as Troop 333, Boy Scouts of America, and the U.S. Naval Academy Blue and Gold Officer Program. Outside of his professional role, Jordan resides in Tyler, Texas, with his wife and five children. His personal interests include fishing, hiking, and spending time with his family. He is an Eagle Scout and a combat veteran who emphasizes long-term relationships with clients through strategic, goal-centered financial planning.

Byron Meads is a financial advisor with Merrill, holding Series 63 and Series 65 credentials and 46 years of industry experience. He has been with Merrill since 1979 and has also worked at Bank of America, NA since 2009. Outside of his advisory role, he owns and operates Meads Farm and serves as a board member of Tyler Friends of the Poor, a charitable organization. Merrill, along 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 individuals, high-net-worth clients, and institutional investors.

Elizabeth Lynn is a financial advisor with Stifel in Tyler, TX, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. Her prior roles include positions at UBS Financial Services Inc., National Planning Corporation, and Morgan Stanley. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies.

Crystal Welch is a financial advisor with LPL Financial based in Tyler, TX, holding a Series 66 designation and two years of industry experience. She previously worked at UBS Financial Services for five years and was employed with T Jay Distributing for nine years before that. 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 investment adviser representatives. The firm provides a range of advisory programs including financial planning, retirement plan consulting, and offers both discretionary and non-discretionary management supported by internal and third-party research.

Jeffrey Smith is a financial advisor with Wells Fargo Clearing in Tyler, TX. He holds Series 63 and Series 66 designations and has 24 years of industry experience. Prior to his current role, he worked at Wells Fargo Advisors LLC for seven years. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a broader set of financial product offerings than typical large institutional advisers, including insurance-related vehicles and bank deposit sweep options.

Shelbi Reister is a financial advisor at Merrill with one year of industry experience. She holds a Series 66 designation and previously worked at Southside Bank, Tyler Junior College, Brookshires Grocery Company, and Arp ISD. 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, retirement plans, corporations, and charitable organizations.

Zachary Sabota is a financial advisor at Stifel with 20 years of industry experience. He holds a Series 66 designation and previously worked for UBS Financial Services for two decades. Outside of his advisory role, he serves as a board member for Preservation Texas and the Smith County Historical Commission, and is a committee member of the All Saints Episcopal School Endowment Committee. Stifel serves a diverse client base including individuals, institutions, and charitable organizations, offering brokerage and advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.