Stephen Davidson is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and bringing 26 years of industry experience. He has worked at Wells Fargo Advisors LLC and Wells Fargo Clearing since 2009. 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 incorporates modern portfolio theory and includes a broad range of investment options, such as insurance-related vehicles and bank deposit sweep programs.

Blake Burchel is a financial advisor with Edward Jones in Denison, TX, holding a Series 66 designation and nine years of industry experience. He has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Todd Simpson is a CFP®-certified financial advisor with 22 years of industry experience, currently affiliated with LPL Financial since 2010. Prior to joining LPL, he worked at Chase Investment Services Corp. from 2005 to 2010. Outside of his advisory role, he is involved with North Texas Cheer, a non-investment-related community activity in Sherman, TX. 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, utilizing technology and various investment strategies to support a network of over 22,800 advisors managing more than $819 billion in discretionary assets.

Sandra Swagel is a financial advisor at J.P. Morgan Securities with 30 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at J.P. Morgan Securities since 2016. In addition to her financial career, she was involved with Goose Iowa Inc, operating under the 7-Eleven brand from 2011 to 2019. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm offers non-discretionary services delivered by a select group of Wealth Advisors.

Heather Williams is a CFP®-certified financial advisor with LPL Financial, where she has worked since 2004. She has 25 years of industry experience. Williams operates under the name Williams Wealth Management Group in Sherman, TX. 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 portfolio programs, and institutional platforms, supported by advanced operational and research technologies.

Rylee Driggs is a financial advisor at LPL Financial with a Series 66 designation and two years of industry experience. Prior to joining LPL Financial in 2024, Driggs worked at Raymond James and Signature Bank of Arkansas and has a background that includes positions at the University of Arkansas and Pottsboro Independent School District. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions through a network of over 22,800 advisors. The firm offers financial planning, model portfolios, third-party asset management, and institutional platforms with a wide range of investment strategies and operational support tools.

Thomas Kyle is a financial advisor with Mass Mutual Investors Services, holding Series 65 and Series 66 licenses and possessing 22 years of industry experience. He has been with MML Investors Services LLC and MassMutual Life Insurance Co since 2016. Outside of his advisory role, Kyle serves on the board of the Grayson College Foundation, which raises funds for scholarships. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, and charitable organizations. The firm emphasizes collaborative, annual planning engagements using proprietary software to analyze client goals and generally recommends investment strategies rather than specific products.

Joey Beason is a financial advisor with Wells Fargo Clearing, holding Series 65 and Series 63 credentials and seven years of industry experience. He previously worked at Merit Financial Group and LPL Financial. Beason serves as treasurer for Downtown Sherman Now and the Grayson County Children's Advocacy Center, where he also chairs the finance committee. Wells Fargo Advisors is a national securities firm managing approximately $671 billion in assets with more than 14,000 advisors. The firm provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients.

Kevin Teems is a Series 66-licensed financial advisor with Edward Jones in Sherman, TX, and has six years of industry experience. He has been with Edward Jones since 2019. Prior to that, he held positions at The Bridges Golf Club and Midwestern State University. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, including discretionary wrap fee solutions and separately managed accounts, supported by a large nationwide network of advisors and branch offices.

Roy Kimberlin is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and 26 years of industry experience. He previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated for nine years before joining Wells Fargo Advisors LLC and subsequently Wells Fargo Clearing. Outside of his advisory role, he is a landlord of rental properties in Pottsboro, Texas. 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 notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Dee Ann Abner is a financial advisor at Edward Jones in Denison, TX, holding a Series 66 designation with 11 years of industry experience. She has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, investment strategies, and affiliated products supported by a nationwide network of more than 23,700 advisors.

Homer Thornton III is a financial advisor with Cambridge Investment Research Advisors and holds Series 63 and Series 65 designations. He has 24 years of industry experience, including prior roles at BFC Planning, Inc. and Berthel Fisher & Company Financial Services, Inc. Thornton serves on the board of Denison Sister Cities and is an assistant scoutmaster for Denison Boy Scout Troop 605. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base ranging from individuals to institutions. The firm offers financial planning, investment management, and retirement advisory services through a network of independent financial professionals, utilizing a variety of investment strategies and platform arrangements tailored to client objectives.

Alex Sherman is a Series 66-licensed financial advisor with Edward Jones, based in Pottsboro, TX, where he has worked for 10 years. He has nine years of industry experience in total. Outside of his advisory role, Sherman serves as the Interim Music Director at Sherman Bible Church, overseeing worship band rehearsals and Sunday services. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages over $1 trillion in assets and offers a broad range of investment and advisory solutions through a large network of financial advisors and branch offices.

Zachary Gladen is a financial advisor with Wells Fargo Clearing in Sherman, TX, holding a Series 66 designation and 24 years of industry experience. His career includes prior roles at Wells Fargo Advisors LLC, Raymond James & Associates, Morgan Keegan & Company, LLC, and A. G. Edwards & Sons, Inc. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap‑fee programs, and retirement plan consulting. The firm uses research and analytics from its investment institute and third-party sources to support investment decisions and offers both brokerage and advisory solutions.

James Oldham is a financial advisor with Primerica Advisors in Denison, TX, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with Primerica Advisors since 1984 and Primerica Financial Services since 1991. Outside of his advisory role, Oldham operates a tax preparation business. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which includes model-delivery strategies and discretionary separately managed accounts primarily for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure, focusing on retail investors rather than institutional or pension plan clients.

Gary Barker is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and 29 years of industry experience. He has worked extensively with Cambridge Investment Research entities since 2016 and previously operated Barker Investment Services for over three decades. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement advisory services through a large network of independent Financial Professionals. The firm provides multiple investment implementation options across various platforms, combining proprietary and third-party strategies with both discretionary and non-discretionary approaches.

Matilyn Bennett is a financial advisor at Edward Jones with two years of industry experience. She holds a Series 66 designation and has worked previously in education, including roles at Prosper ISD and Anna ISD. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory programs with discretionary and non-discretionary strategies, access to separately managed accounts, and affiliated mutual funds, supported by a large national network of financial advisors and branch offices.

Paige Spangler is a financial advisor at Edward Jones with one year of industry experience. She holds a Series 66 designation and has a background in healthcare, having worked at Connect Pediatrics Home Health, Aveanna Home Health, Therapy Partners of North Texas, and Texas Tech University Health Sciences Center. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions across a nationwide network of financial advisors and branch offices.

Christopher Medaris is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2012. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering services on a non-discretionary basis.

Justin Wheatley is a financial advisor at Edward Jones in Denison, TX, holding a Series 66 designation with six years of industry experience. He has been with Edward Jones since 2019, following prior roles at Celebration Senior Living and River Valley Health and Rehabilitation. Wheatley serves on the Finance Committee at Georgetown Baptist Church in Pottsboro, TX. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages approximately $1.01 trillion in assets through a large network of advisors and branch offices, offering a range of advisory programs, investment strategies, and affiliated financial services.