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 with LPL Financial in Tyler, Texas. He holds a Series 66 designation and has three years of industry experience. Prior to joining LPL Financial, he worked at UT Health East Texas and Sam’s Club. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, including access to third-party asset managers and institutional platforms.

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 at LPL Financial with two years of industry experience. She holds the Series 66 designation and previously worked at UBS Financial Services for five years and T Jay Distributing for nine years. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and portfolio management solutions supported by a large network of investment adviser representatives and a variety of operational and research tools.

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 21 years of industry experience, including 20 years at UBS Financial Services. He holds a Series 66 designation and is based in Tyler, Texas. Outside of his advisory role, he serves on the boards of Preservation Texas and the Smith County Historical Commission, and participates on the endowment committee for All Saints Episcopal School. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

George Montgomery is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 50 years of industry experience. His prior roles include positions at Ameriprise Financial Services, Investment Professionals Inc., Allstate Financial Advisors, and Uvest Financial Services Group. 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, model portfolios, third-party asset management, and institutional platforms.

Sherrie Reynolds is a financial advisor at LPL Financial in Tyler, Texas, holding Series 63 and Series 66 licenses with 27 years of industry experience. Her prior work includes roles at Austin Bank, International Bank of Commerce, Capital One ShareBuilder, and Chase Investment Services. She is also licensed to sell residential real estate in Texas through JDS Realty. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions, offering a range of advisory and brokerage services including financial planning and access to third-party asset management.

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 at LPL Financial with 15 years of industry experience. She holds a Series 66 designation and has been with LPL Financial since 2012, following a year at Morgan Keegan & Company, LLC. In addition to her advisory role, she is co-owner of Texas Grain Leather, a non-investment-related business. 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 portfolios, and institutional platforms, supported by a large network of investment adviser representatives.

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.