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 63 and Series 65 licenses and five years of industry experience. His prior roles include positions at MassMutual Life Insurance Co and New York Life Insurance Company among others. He is also active as an insurance agent, specializing in the sales of fixed insurance products such as life, disability, and long-term care insurance. 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 broad range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a network of over 22,000 advisors.

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, TX, holding Series 63 and Series 66 designations and 19 years of industry experience. She has worked at Merrill since 2011, following prior roles at Wells Fargo Clearing and Wells Fargo Investments. Outside of her advisory role, she is involved with Dream Believer, LLC. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

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 at LPL Financial with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Morgan Stanley Smith Barney and Morgan Stanley Private Bank. He is also self-employed with a rental business. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, institutions, and retirement plan participants. The firm offers a range of financial planning and portfolio management solutions supported by a large network of investment adviser representatives.

Harrison May is a financial advisor at LPL Financial in Tyler, TX, holding the Series 66 designation with one year of industry experience. His prior roles include positions at MML Investors Services, MassMutual Life Insurance Company, and Northwestern Mutual. Outside of finance, he was involved with Bristers Smokehouse and the First Tee of Greater Tyler. 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 portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives and extensive operational resources.

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 Series 63 and Series 65 licenses and 11 years of industry experience. His prior roles include positions at CUNA Mutual Group, CUNA Brokerage Services, BBVA Wealth Solutions, and COMPASS Bank. Outside of his advisory work, he has served as a sports official with the Texas Association of Sports Officials since 2015. 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 other institutions. The firm offers a range of financial planning and investment management solutions, leveraging model portfolios, third-party subadvisors, and customized strategies across various asset classes.

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.