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.

Ashley Fettig is a financial advisor with Merrill in Tyler, Texas, holding a Series 66 license and four years of industry experience. Prior to joining Merrill in 2021, she worked at Southside Bank for 12 years. Outside of advising, she and her husband own Fettig Investments, a business managing four rental properties purchased before 2022. 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.

Dana Falco is a financial advisor with RBC Capital Markets in Tyler, TX, holding Series 65 and Series 63 designations and bringing 25 years of industry experience. She has been with RBC Capital Markets since 2014. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers multiple advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to clients’ risk profiles and investment preferences.

Misty Francis is a financial advisor at Merrill with 14 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Bank of America since 2015 and Merrill since 1984. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party managers.

Thomas Davis is a financial advisor at Wells Fargo Clearing with 20 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2011 to 2016. Outside of his advisory role, he holds ownership interests in farmland rental properties in Kansas alongside his spouse. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s investment approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options in its investment menus.

Lisa New is a Senior Financial Advisor with Merrill Lynch Wealth Management, based in Tyler, Texas. She joined the LMT Wealth Management Group in early 2013 and holds the Chartered Retirement Planning Counselor (CRPC) designation awarded through the College for Financial Planning Institutes Corp. Lisa works with high net worth individuals and families, focusing on areas such as family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, philanthropic planning, portfolio management, women and wealth, tax minimization, and retirement income. She leads a team of financial professionals providing tailored portfolios and proactive insights. Lisa graduated from The University of Texas at Tyler with a Bachelor of Business Administration in Finance. She is a professional member of Kingdom Advisors and serves on the leadership council for Merrill's Christian Focus Group. Her role on the team includes serving multi-generational families with retirement and legacy wealth planning. Lisa and her husband, Patrick, reside in Bullard, Texas with their two daughters and are members of Flint Baptist Church. Beyond her professional responsibilities, Lisa is active in the community, focusing her time and resources on organizations assisting children in need. She has been involved with the Tyler Executive Women's Network, Flint Baptist Church, Bullard Education Foundation, Beyond Business, and previously with the Children's Advocacy Center of Smith County and the Hospice of East Texas Ambassador Program. She was named to the Bank of America Global Volunteer Honor Roll in 2021 and 2024.

Maureen Troiano is a financial advisor with Merrill in Tyler, TX, holding a Series 66 designation and bringing 11 years of industry experience. She has been with Merrill Lynch since 2013. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Holli Shull is a Senior Financial Advisor with Merrill Lynch Wealth Management in Tyler, Texas. She has been with Merrill Lynch since 2012, providing wealth management planning, investment portfolio management, and retirement plan analysis for her clients. Holli holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Holli earned her bachelor's degree in business marketing from The University of Texas at Tyler. She focuses on helping clients identify and prioritize their financial goals and develops wealth management strategies tailored to their individual needs. Her areas of expertise include family wealth management, legacy planning, retirement income, individual and corporate investment strategies, and services for defined benefit plans. Outside of her professional role, Holli is active in her community, having served as past president of The Junior League of Tyler and continuing as a Sustainer and volunteer. She has also served on the board of the East Texas Crisis Center and is involved with the Texas Rose Festival Association. Holli and her husband, Collin, live in Tyler with their two daughters, Charlotte and Emma. Her personal interests include cooking, gardening, spending time with family, and playing tennis.