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.

George Montgomery is a financial advisor with LPL Financial in Tyler, TX, holding Series 63 and Series 65 licenses and bringing 50 years of industry experience. His prior firms include Ameriprise Financial Services and Investment Professionals Inc. 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 offers a range of advisory programs, financial planning, and retirement consulting, providing both discretionary and non-discretionary management supported by in-house research and third-party strategies.

Sherrie Reynolds is a financial advisor with LPL Financial in Tyler, Texas, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. Her prior roles include positions at Austin Bank, International Bank of Commerce OK, and Capital One Sharebuilder, Inc. She is also licensed to sell residential real estate in Texas through JDS Realty. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm provides a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by its own research and third-party resources.

Richard Cole is a financial advisor at Ameriprise with 27 years of industry experience. He holds a Series 66 designation and has worked with Ameriprise and its affiliate since 2013. Outside of his advisory role, he owns SELAH Inc., a business involved in commission accounting and record keeping. Ameriprise offers retirement-income planning services tailored to individuals near or in retirement with significant investable assets. The firm provides a range of advisory, brokerage, and insurance solutions through affiliated companies, utilizing a centralized consulting team that delivers non-discretionary, research-driven recommendations.

Judith Alejandra Phillips is a financial advisor with LPL Financial in Tyler, TX, holding a Series 66 designation and 14 years of industry experience. She has been with LPL Financial since 2012. Outside of her advisory role, she is co-owner of Texas Grain Leather, a business unrelated to investment management. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and consulting services alongside both discretionary and non-discretionary management supported by research and third-party subadvisors.

Kimberli Caughron is a Senior Financial Advisor with Merrill Lynch Wealth Management. She has been with Merrill Lynch since 1991, beginning her career as a Registered Client Associate before transitioning into the Financial Advisor role. Kimberli currently serves as the relationship manager with the Sauer Wolf Vivies Group, collaborating closely with her father, Robert Sauer, with whom she shares over 23 years of teamwork experience. Her expertise includes providing commercial and private lending programs through Bank of America, as well as offering customized wealth management strategies. Kimberli holds the Personal Investment Advisor (PIA) designation and completed her high school education at American Heritage School. She is committed to delivering personal attention and long-term client relationships through her extensive experience in client services and relationship management.

Terry Mebane is a financial advisor with OSAIC, holding a Series 63 designation and 33 years of industry experience. His prior roles include positions at Securities America Advisors and Voya Financial Advisors. Outside of finance, he officiates high school football games through the Texas Association of Sports Officials. OSAIC serves a diverse client base including individual investors, institutions, and charitable organizations, providing brokerage and advisory services through a large network of affiliated advisers. The firm employs a range of asset-allocation tools and offers portfolios managed on discretionary and non-discretionary bases, with access to third-party money managers and unified managed accounts.

Kenneth Lyons is a Series 66-licensed advisor with Edward Jones in Chandler, TX, where he has worked since 2017. He has eight years of industry experience, including prior roles at Brookdale Senior Living Community and L&B Therapeutics. He is also a partner in a newly established family real estate business managed by his wife. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment solutions. The firm has over 23,700 advisors nationwide and offers both discretionary and non-discretionary strategies, along with affiliated mutual funds and trust services.

Sarah Southerland is a Senior Financial Advisor with Merrill Lynch Wealth Management. She specializes in providing financial guidance and developing customized wealth management strategies tailored to client goals. Her areas of focus include family wealth management strategies, legacy planning, philanthropic planning, retirement income, and services for endowments, foundations, and non-profits. Sarah holds a bachelor's degree in marketing from Baylor University and an MBA from the University of Texas System. She is a Personal Investment Advisor (PIA) and a member of The Women's Fund of Smith County. Her professional experience includes managing complex portfolios and supporting clients through various stages of wealth management. She is actively involved in community organizations such as the Children's Advocacy Center of Smith County, Girl Scouts Northeast Texas, Selah Life Choices, Whitehouse ISD Education Foundation, and Green Acres Baptist Church. In her personal time, Sarah enjoys interior decorating, music, singing, spending time with her family, and traveling.

Rotonya Easton is a financial advisor with Primerica Advisors in Tyler, TX, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. She has worked at Primerica Advisors since 2014 and has prior experience with Winstar and Randstand. Outside of her advisory role, she is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed accounts primarily to individual and high-net-worth clients. The firm uses third-party asset managers and BNY Mellon Advisors for portfolio implementation and operates a tiered wrap-fee structure.

David Schamerhorn is a financial advisor at OSAIC with 39 years of industry experience. He holds a Series 63 designation and has been with OSAIC since 1995. In addition to his advisory role, he owns Schamerhorn Financial Group, through which he is involved in life insurance and fixed annuity sales. OSAIC serves a diverse client base, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations, offering integrated brokerage and advisory services. The firm employs advanced asset-allocation tools and supports both discretionary and non-discretionary portfolio management, utilizing a range of investment products and third-party solutions.

Chad Williams is a CFP® with 23 years of industry experience, currently serving as a financial advisor at Ameriprise. He has been with Ameriprise and its affiliates since 2005. Outside of advisory work, he holds non-working oil and gas royalty interests in Oklahoma. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement who meet specific asset criteria. The firm combines research, modeling, and tax-efficiency analysis to deliver written recommendation reports, primarily focusing on assets managed within Ameriprise accounts.

Gregory Dahms is a financial advisor with LPL Financial in Tyler, TX, holding Series 65 and Series 63 licenses and with five years of industry experience. His prior roles include positions at MassMutual Life Insurance Co, New York Life, and Allstate Insurance. He is also active as an insurance agent with a focus on fixed insurance products such as life, disability, long-term care, and fixed annuities. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers various advisory programs and services including financial planning, retirement plan consulting, and access to model portfolios supported by LPL Research and third-party subadvisors.

Dwight Oliver is a financial advisor at Cetera with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Securian Financial Services, Minnesota Life Insurance Co., and W J Adams and Associates Inc. since 1996. He is also active as an insurance agent specializing in fixed insurance products. Cetera Investment Advisers LLC serves a broad range of clients including individuals, retirement plans, corporate and charitable entities, and institutions. The firm offers various portfolio management and financial planning services through a nationwide network of advisors and provides access to multiple investment strategies and program platforms.