Perry Brown is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 designations and bringing 30 years of industry experience. He has been with Raymond James & Associates since 2013. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional advisory services.

James Cranford is a financial advisor with Cetera, holding a Series 66 designation and five years of industry experience. He has worked at Cetera and related firms since 2020 and previously spent six years at Red River Insurance. Outside of his advisory work, Cranford serves as a college football official on a part-time basis. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors, offering portfolio management, financial planning, and retirement services to a diverse client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm operates a multi-manager platform that provides various program options and access to third-party money managers, managing over $256 billion in assets through more than 10,000 advisors.

Jeffrey Peace is a financial advisor at Ameriprise with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at LPL Financial, Intrua Advisory Group LLC, and Intrua Financial, LLC. Outside of his advisory role, he owns Peace Financial LLC, which manages his Ameriprise business. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Trina Armstrong is a financial advisor at Edward Jones with Series 66 credentials and eight years of industry experience. Prior to joining Edward Jones in 2018, she worked at Dentons Law Firm for three years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and corporate entities. The firm manages approximately $1.01 trillion in assets under management through a large network of financial advisors and branch offices, offering a range of advisory programs and investment solutions.

Ashton Wilhelm is a financial advisor with Edward Jones in Texarkana, TX, holding a Series 66 credential and one year of industry experience. Prior to joining Edward Jones, he worked at Northwestern Mutual and has also been involved in technical roles supporting event lighting and audio/visual setups at Henderson State University and LightWorks. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions with a nationwide network of over 23,000 advisors.

Beau Baker is a financial advisor at Edward Jones with 10 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2016. 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 under management and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Jess Law II is a financial advisor with LPL Financial, holding a Series 66 designation and seven years of industry experience. He previously worked at Edward Jones for eight years and was involved in an agricultural business, Wateroak Aviation, for nine years. Jess is based in Maud, Texas. 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 financial planning and investment management services through a large network of advisors and utilizes various model portfolios and third-party subadvisors.

Gage Jones is a financial advisor at Edward Jones with one year of industry experience. He holds the Series 66 designation and previously worked at Enviromatic Systems and Aramark. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including various types of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary strategies, access to separately managed accounts, and affiliated mutual funds.

Joe Dike is a CFP®, PFS™, and Series 66-licensed financial advisor with 19 years of industry experience. He is currently with Cetera and has held positions at Avantax and Intuit, among others. Outside of his advisory work, he is involved in tax preparation and accounting through his own firm and serves on a local board focused on vision and planning. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that includes affiliated and third-party model portfolios, with assets under management exceeding $256 billion.

Christopher Shipp is a financial advisor at Cetera with 15 years of industry experience. He holds a Series 66 designation and has been with Cetera and its affiliated entities since 2013, previously working at Regions Bank since 2010. Cetera Investment Advisers LLC is an SEC-registered adviser serving a wide range of clients including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers.

Jennifer Bennett is a financial advisor with Raymond James Financial Services Advisors, Inc. She holds a Series 66 designation and has 13 years of industry experience. Her prior work includes over a decade at Edward Jones and a year at Wells Fargo Clearing Services LLC. Outside of Raymond James, she is also associated with FA Financial Partners as a financial advisor. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports both municipal finance work and employer retirement plan advisory services.

Hershel Flanagan is a financial advisor with Raymond James Financial Services Advisors, Inc., holding the ChFC®, Series 63, and Series 66 designations, with 52 years of industry experience. He has been with Raymond James since 2011. Outside of his advisory role, he also serves as an independent contractor for FA Financial Partners LLC, providing client advising and retirement planning services. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individual, high-net-worth, corporate, institutional, and charitable clients. The firm employs tailored, non-discretionary planning and consulting supported by analytical tools and maintains specialized programs including municipal advisory services and SIMPLE IRA employer consulting.

Amy Robinson is a financial advisor with Wells Fargo Clearing in Texarkana, TX. She holds a Series 66 designation and has 12 years of industry experience, including roles at Wells Fargo Advisors LLC from 2013 to 2016 and Wells Fargo Clearing since 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory approach is IPS-driven and incorporates modern portfolio theory, providing both discretionary and non-discretionary services tailored to plan objectives and risk tolerances.

Charles Thomas is a financial advisor at Wells Fargo Clearing with 16 years of industry experience. He holds a Series 66 designation and has been with Wells Fargo Clearing since 2016, following six years at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory solutions. The firm’s process is IPS-driven and grounded in modern portfolio theory, with a broad investment menu that includes insurance-related vehicles and bank deposit sweep options.

Joseph Black is a financial advisor at Raymond James Financial with 21 years of industry experience. He has worked at Raymond James since 2017 following 13 years at Edward Jones Investments. Outside of his advisory role, he serves on the Wake Village Economic Development Committee. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations. The firm employs tailored, non-discretionary planning and analytical tools to support client goals and is noted for its municipal advisory affiliation and specialized retirement plan consulting services.

Calvin Cordray is a financial advisor with Edward Jones in Texarkana, TX, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. He has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients and managing approximately $1.01 trillion in assets. The firm offers a range of advisory programs and investment solutions, operating under a fiduciary standard and supported by a nationwide network of more than 23,700 advisors and 15,000 branch offices.

Hayden Pierce is a financial advisor at Raymond James Financial in Texarkana, TX, holding a Series 66 designation with one year of industry experience. Prior to joining Raymond James, he held various roles including positions at Union Pacific Railroad and Briggs Construction, as well as periods of self-employment. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm provides tailored, non-discretionary planning using risk profiling and analytical tools, and supports a range of advisory programs and consulting services.

Jonathan Biddy is a financial advisor at Edward Jones with nine years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2016. Outside of his advisory role, he owns oil and gas leases in Hughes Springs, Texas. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.

Joe Byrd Jr. is a financial advisor at Raymond James & Associates with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Raymond James since 2013. Outside of his advisory role, he is involved with Byrd Family Farms LLC, an agricultural business. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base, including individuals, institutional investors, and municipal entities. The firm offers a range of financial planning and consulting services with various portfolio management styles supported by extensive research and affiliated sub-advisers.

Gregory Flanagan is a CFP® with 24 years of industry experience, currently serving at Raymond James Financial. He has been with Raymond James Financial Services Advisors Inc. since 2011 and has managed FA Financial Partners, LLC since 2018. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and consulting using advanced analytical tools and supports a range of advisory programs and institutional consulting services.