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.

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 at LPL Financial with five years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked with MassMutual Life Insurance Co, MML Investors Services, NYLife Securities, New York Life Insurance Company, and Allstate Insurance. In addition to his advisory role, he is licensed as an insurance agent specializing in fixed insurance products, including life, disability, long-term care, and fixed annuities. 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 financial planning and investment management services, including access to third-party asset managers and model portfolio programs.

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.

Lori Scott is a financial advisor with Merrill in Tyler, Texas, holding Series 63 and Series 66 licenses and 18 years of industry experience. She has been with Merrill since 2011. Outside of her advisory role, she is associated with Dream Believer, LLC. 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, pension plans, corporations, and charitable organizations.

Jeffery Bidstrup is a financial advisor at UBS Financial Services with 34 years of industry experience. He previously spent 10 years at Morgan Stanley Smith Barney before joining UBS in 2024. He holds Series 63 and Series 65 licenses. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary capital market assumptions, model-based asset allocations, and research to tailor plans to clients’ goals and risk tolerances.