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, holding Series 63 and Series 66 licenses and bringing 39 years of industry experience. She has worked at LPL Financial since 2012 and previously held positions at Morgan Keegan & Company, LLC and RBC Capital Markets. Outside of her advisory role, she owns a wedding and event planning business and serves as a substitute organist at Trinity Lutheran Church in Tyler, Texas. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions, offering a range of financial planning and asset management services through a large network of advisors.

Gordon Tiner is a financial advisor with LPL Financial, holding a Series 66 designation and 19 years of industry experience. He worked at Edward Jones from 2006 to 2012 before joining LPL Financial in 2012. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, with an emphasis on a broad suite of investment strategies and integration of operational and research technologies.

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 at Merrill Lynch Wealth Management, based in Tyler, Texas. She joined the LMT Wealth Management Group in early 2013. Lisa holds the Chartered Retirement Planning Counselor (CRPC) designation awarded through the College for Financial Planning Institutes Corp. Lisa specializes in serving high net worth individuals and multi-generational families with retirement, legacy wealth planning, and family wealth management strategies. Her approach begins with taking time to understand each client's financial situation and priorities, followed by providing customized Personal Wealth Analyses to help clients visualize and pursue their financial goals. She is part of a team recognized by Forbes as a "Best-in-State Wealth Management Team" from 2023 to 2026. A lifelong East Texan, Lisa earned a Bachelor’s of Business Administration in Finance from The University of Texas at Tyler. She and her husband Patrick reside in Bullard with their daughters. Lisa is actively involved in her community and church, including memberships and leadership roles with organizations such as Flint Baptist Church, Beyond Business, Bullard Education Foundation, Tyler Executive Women's Network, and others. She has been recognized by the Bank of America Global Volunteer Honor Roll in 2021 and 2024 for her volunteer contributions.

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.

Katheryn Muckleroy is a financial advisor with UBS Financial Services in Tyler, TX, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. She has been with UBS since 2016. Outside of her advisory role, she is involved in community and charitable activities, including serving on the Junior League of Tyler’s Investment Committee and participating in fundraising and finance committees for local nonprofits and her church. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and advisory services such as financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management and uses proprietary research and model-based asset allocations to tailor solutions to clients’ goals and risk tolerances.