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.

Bryan White is a Series 66-licensed advisor with Edward Jones in Tyler, Texas, with eight years of industry experience. Prior to joining Edward Jones in 2018, he spent 21 years at Avaya Inc. He serves as Board President of Cal's Pals Inc, a nonprofit organization based in Lindale, Texas. Edward Jones is a full-service wealth management firm serving over four million clients, offering a range of advisory programs and affiliated investment products supported by a national network of more than 23,000 financial advisors.

Justin Parker is a financial advisor with LPL Financial in Tyler, TX, holding Series 63 and Series 66 licenses and having 10 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC. Outside of his advisory work, he has been self-employed with J & T Rentals since 2019. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, and corporations. The firm offers various advisory programs, financial planning, and retirement consulting, utilizing model portfolios, research, and technology to support both discretionary and non-discretionary management.

Harrison May is a financial advisor with LPL Financial in Tyler, TX, holding a Series 66 designation and beginning his advisory career in 2026. His prior experience includes roles at MML Investors Services, MassMutual Life Insurance Company, and Northwestern Mutual, each for approximately one year. Outside of finance, he worked for three years at Bristers Smokehouse and previously spent four years with the nonprofit First Tee Of Greater Tyler. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, various advisory programs, retirement plan consulting, and brokerage services, with both discretionary and non-discretionary management supported by research and model portfolios.

Kimberly Mcclure is a CFP® with 25 years of industry experience, currently advising at Cetera. She has held roles at Martin Financial Group, WJ Adams & Associates dba Adams Financial Group, and Minnesota Life Insurance Company. Outside of advisory work, she serves as a board member of The Women’s Fund of Tyler/Smith County and is a commissioned notary public. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual, corporate, charitable, and institutional clients with a variety of portfolio management and financial planning services. The firm operates a multi-manager platform offering access to affiliated and third-party managers across multiple program structures and custodial relationships.

Philip Davin is a CFP®-certified financial advisor with Edward Jones in Tyler, TX, with 26 years of industry experience. He has been with Edward Jones since 2000 and owns a financial services business in St. Louis, MO. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and affiliated investment products supported by a large national network of advisors and branch offices.

Brandon Downs is a Series 66-licensed financial advisor with nine years of industry experience. He has worked at Edward Jones since 2017 and previously held a position at Gollob, Morgan, Peddy, and Co, PC from 2015 to 2017. He is based in Tyler, TX. 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 and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Fred Khalaf is a Wealth Management Advisor at Merrill Lynch Wealth Management. He joined the firm in 2011, bringing two decades of experience in business finance across various industries. Fred has held positions including financial manager at a Fortune 100 company and business owner, providing him with extensive insight into the financial challenges faced by individuals and business owners. Fred specializes in wealth management strategies focusing on areas such as college education planning, family wealth management, legacy planning, retirement income, and small business strategies. He collaborates with clients to develop long-term investment plans aimed at achieving their specific financial goals. His professional designations include CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Fred completed his Bachelor's Degree within the University of California System and earned a Master's Degree in Business from the University of Texas at Austin. He participates actively in the Tyler community through involvement with All Saints Episcopal School Tyler, Azalea Academy for Exceptional Adults, Cattle Barons' Chuck Wagon Gang, and the Texas Rose Festival Strutters. Fred and his wife, Christi, have two daughters and attend Christ Episcopal Church. In his personal time, he enjoys basketball, football, golfing, soccer, traveling, and spending time with his family.

Tiffany Elmer is a Series 66 licensed financial advisor with Edward Jones in Chandler, TX, and has four years of experience at the firm. Prior to joining Edward Jones, she worked for Humble ISD and Clear Creek ISD, gaining three and four years of experience respectively. Edward Jones is a full-service wealth management firm serving individual and institutional clients nationwide, managing approximately $1.01 trillion in assets. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Trent Adams is a financial advisor with Raymond James Financial, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Goldman Sachs and Southside Bank. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a wide range of clients, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning using analytical tools and supports advisory programs across a large network.

Chelsea Cooper is a Senior Financial Advisor with Merrill Lynch Wealth Management, where she has been serving clients since 2014. In her role, she collaborates with clients to connect various aspects of their financial lives, helping them identify and prioritize goals such as college education planning, family wealth management, legacy planning, retirement income, and tax minimization. Her approach emphasizes personalized solutions tailored to the unique circumstances and aspirations of each client. Chelsea earned a bachelor's degree in public relations from The University of Texas at Austin and holds the Personal Investment Advisor (PIA) designation. Born and raised in Tyler, Texas, she remains engaged with her local community through service on the board of directors for The Junior League of Tyler, participation in the Children's Ministry Team at Marvin Methodist Church, and volunteer work with the Texas Rose Festival Association. She is also an active member of the Pi Beta Phi Alumnae. Chelsea lives in Tyler with her husband, Patrick, and their children.

Brad Burckel is a financial advisor with LPL Financial in Tyler, TX, holding the Series 65 and Series 63 designations and bringing 11 years of industry experience. His prior roles include positions at CUNA Mutual Group, BBVA Wealth Solutions, and COMPASS Bank. He also serves as a sports official with the Texas Association of Sports Officials. 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 financial planning, advisory programs, retirement plan consulting, and brokerage services, offering both discretionary and non-discretionary management with access to model portfolios and research.

Lesley Loggins is a financial advisor with UBS Financial Services in Tyler, TX, holding Series 63 and 65 licenses and bringing 33 years of industry experience. Prior to joining UBS in 2026, she worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney for a combined 17 years. Outside of advisory work, she serves as an executor for an estate. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, offering a broad range of products and research to tailor plans to clients’ goals and risk tolerances.

James White Sr. is a financial advisor at OSAIC with 25 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Securities America Advisors and First Allied Advisory Services. He is also the owner of SAA and Navigation Financial Group, both involved in investment and insurance planning. OSAIC serves a broad range of clients, including individual, high-net-worth, institutional, and charitable investors, offering integrated brokerage and advisory services through a large network of affiliated advisers and multiple platforms. The firm employs various asset-allocation and portfolio construction tools and provides access to third-party money managers and wrap programs.

John Hardy is a financial advisor with Wells Fargo Clearing in Tyler, TX, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he serves as an executor and trustee for multiple family testamentary trusts. 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 IPS-driven advisory process is based on modern portfolio theory and includes a broader investment menu than typical institutional advisers, incorporating insurance-related vehicles and bank deposit sweep options.

Jordan Henderson is a financial advisor at Edward Jones with two years of industry experience. He holds the Series 66 designation and has prior work experience at Axley & Rode, LLP, Gollob Morgan Peddy PC, and Rainbow International. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory and investment solutions. The firm manages over $1 trillion in assets and operates a nationwide network of financial advisors and branch offices.

Andrew Focht is a financial advisor with Cetera based in Tyler, Texas, holding a Series 66 designation and 16 years of industry experience. His prior experience includes roles at Wells Fargo Clearing and Edward Jones. He serves on the finance committee of the Tyler Economic Development Council and has held leadership roles in the East Texas Estate Planning Council. Focht also manages several financial advisory and fixed insurance businesses alongside his work at Cetera. Cetera Investment Advisers LLC is an SEC-registered firm serving individual and institutional clients through a nationwide network of more than 10,000 advisors. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to multiple third-party managers via a multi-manager platform with a range of program structures and custodial relationships.

Pauletta Bonner is a financial advisor with LPL Financial in Tyler, TX, holding Series 63 and Series 66 credentials and bringing 39 years of industry experience. She has been with LPL Financial since 2012. Outside of her advisory role, she owns La Promessa Weddings & Events, a wedding and event planning service, and serves as a substitute organist at Trinity Lutheran Church. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs supported by in-house and third-party research and provides both discretionary and non-discretionary management options.

Gordon Tiner is a financial advisor with LPL Financial based in Tyler, TX, holding a Series 66 designation and possessing 19 years of industry experience. He has been with LPL Financial since 2012. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by research from LPL and third-party subadvisors.