Ana Gomez is a financial advisor at &PARTNERS with 16 years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at Wells Fargo Clearing Services LLC and J.P. Morgan Securities. Outside of her advisory role, she co-owns a home repair handyman business with her spouse. &PARTNERS serves a diverse client base including individuals, institutions, and charitable organizations, offering investment management, financial and tax planning, and ERISA 3(21) consulting. The firm employs a combination of fundamental, technical, and quantitative analysis across discretionary and non-discretionary accounts, utilizing both proprietary and third-party strategies.

Donna Toombs is a financial advisor with Wells Fargo Advisors in Longview, TX, holding a Series 66 designation and 20 years of industry experience. She has been with Wells Fargo Clearing and Wells Fargo Advisors LLC since 2009. Outside of her advisory role, she serves as a trustee for a family trust. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including retirement, education, and business-owner transition planning, utilizing its own research and tools to develop tailored recommendations.

Jennifer Hansard is a financial advisor with RBC Capital Markets, holding a Series 66 designation and eight years of industry experience. Her career includes roles at Sanctuary Advisors, Merrill, and Lee Transervices prior to joining RBC in 2025. RBC Wealth Management serves individual investors, institutions, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of advisory programs with customizable strategies implemented through both in-house and third-party investment managers.

Harrison Berryhill is a financial advisor with Wells Fargo Advisors in Longview, TX, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Eastman Credit Union, Texas Bank and Trust, and FBC Kilgore. Outside of his advisory work, he serves as an audio/visual assistant in the ministry at First Baptist Church Kilgore. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning solutions including retirement, education, and business-owner transition planning. The firm utilizes proprietary research and planning tools to develop tailored recommendations delivered through client meetings and summary reports.

Joseph Wallace is a financial advisor with Stifel in Longview, TX, holding Series 63 and Series 65 licenses and bringing 46 years of industry experience. His career includes over two decades at UBS Financial Services and 17 years with Stifel. Wallace serves on the board and investment committee of the Wece B and Martha A Johnson Foundation and is a lay member of the administrative board at St Luke's Methodist Church. Stifel serves a diverse client base, including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Carl Newman Jr. is a CFP®-designated financial advisor with 19 years of industry experience. He is currently with LPL Financial, where he has worked since 2021, and previously was with Raymond James Financial Services from 2013 to 2021. Outside of his advisory work, he co-owns a commercial refrigeration business and a restaurant and beverage solutions company. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base that includes individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management supported by research, model portfolios, and various technology tools.

Stephen Scherrey is a financial advisor at Wells Fargo Advisors with 31 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Wells Fargo in various capacities since 2009. Outside of his advisory role, Scherrey serves as a board member for the Centennial Valley Neighborhood Association. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services and integrates advisory services with other financial product offerings.

Gregory Wade is a financial advisor with LPL Financial in Longview, TX. He holds Series 63 and Series 66 designations and has 21 years of industry experience. Prior to joining LPL Financial in 2017, he worked for Investment Centers of America for nine years. 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, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Cheyenne Summers is a financial advisor at Ameriprise with eight years of industry experience. She holds Series 66 and Series 63 licenses and has been with Ameriprise since 2017. Summers serves on the advisory board for the Fred Hale School of Business. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which emphasizes dependable income sources and tax-aware withdrawal strategies.

Jacob Irwin is a financial advisor with Wells Fargo Advisors in Longview, TX, holding a Series 66 designation and 19 years of industry experience. He has been with Wells Fargo Advisors and its affiliated entities since 2009. Outside of his advisory work, he is involved in film production as a part owner of a short film titled *Desperate Things*. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options including retirement, risk management, and specialized areas such as business-owner transitions and special-needs analysis. The firm combines advisory services with various financial products and referral channels.

Christopher Wilson is a financial advisor at Wells Fargo Advisors with a Series 66 designation and one year of industry experience. Prior to joining Wells Fargo Advisors, he held positions at Simmons Foods, Tql, CCI General Contractors, DBG, and Hideaway Pizza. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services tailored to clients meeting net-worth thresholds, utilizing proprietary research and planning tools.

Michelle Lamond is a financial advisor at Wells Fargo Advisors with 17 years of industry experience. She holds Series 66 and Series 63 designations and has worked primarily within various Wells Fargo entities since 2016, including Wells Fargo Clearing and Wells Fargo Advisors LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning and investment services, including specialized planning such as business-owner transition and special-needs analysis.

Jordan Howard is a CFP® professional with nine years of industry experience, currently serving as a financial advisor at OSAIC since 2024. Prior to joining OSAIC, he spent seven years with Edward Jones and also worked in the automotive sales industry. Outside of his advisory role, Howard owns a divorce consulting business where he provides financial consultations related to asset division in divorce cases and may attend mediations or court proceedings. OSAIC Wealth, Inc. serves a wide range of clients including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through an extensive network of advisers. The firm employs asset-allocation tools and risk-tolerance assessments to construct diversified portfolios that may include stocks, bonds, options, mutual funds, ETFs, and alternative investments, offering both discretionary and non-discretionary management options.

Cody Blankenship is a financial advisor with Ameriprise in Longview, TX, holding Series 63 and Series 65 licenses and six years of industry experience. His prior roles include positions at Texas Bank and Trust and Ameriprise Financial. He serves on the Fred Hale School of Business Advisory Board. Ameriprise provides retirement-income planning services primarily for clients approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored recommendations through a centralized consulting team.

David Ware is a financial advisor at OSAIC in Longview, TX, holding Series 63 and Series 65 credentials with 11 years of industry experience. His prior roles include positions at Capital One Investing, LLC and Woodbury Financial Services, Inc. Outside of advisory work, Ware is involved in managing a family LLC that holds mineral rights and distributes royalties from oil and gas production. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, retirement plan consulting, and access to third-party money managers and wrap programs. The firm employs firm-provided tools and multiple platforms to construct diversified portfolios, including equities, fixed income, options, and alternative investments.

James Willett II is a financial advisor at Wells Fargo Advisors in Longview, TX, with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has worked within various Wells Fargo entities since 2009. Willett also owns Willett Private Capital LLC, a private capital practice based in Longview. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu utilizing proprietary research and tools, with advisory services integrated alongside banking and other financial products.

Tom Haley is a financial advisor with Wells Fargo Advisors in Longview, TX, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked within various Wells Fargo entities since 2009. Haley also owns and manages TSH Assets LLC, an investment-related business. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services tailored to clients meeting a net-worth threshold, utilizing proprietary research and planning tools.

Chad Smith is a financial advisor with Edward Jones in Longview, TX, holding a Series 66 credential and 24 years of industry experience. He has been with Edward Jones since 2003. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard and maintaining a large network of financial advisors and branch offices nationwide.

Paula Mccauley is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 30 years of industry experience. She has worked at LPL Financial since 2022 and has been affiliated with Cuna Mutual Group and Cuna Brokerage Services, Inc. since 2003. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs, financial planning services, and retirement plan consulting, utilizing both discretionary and non-discretionary management with access to various model portfolios and research.

Thomas Riley is a CFP®-credentialed financial advisor with RBC Capital Markets, bringing 24 years of industry experience. He has worked at RBC Capital Markets since 2008 and also has been associated with City National Bank since 2018. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, and organizations with tailored investment strategies implemented through a mix of in-house and third-party managers. The firm offers a range of advisory programs and integrates capital-markets capabilities with portfolio management, financial planning, and custody services.