Joseph Knox is a financial advisor with Concurrent Investment Advisors, LLC and holds Series 63 and Series 65 licenses, with 38 years of industry experience. His career includes roles at Purshe Kaplan Sterling Investments, Raymond James Financial, Hilltop Securities, and operating his own firm, Joe L. Knox, LLC. He is also involved in business activities outside of investment advising, including ownership of an expense company. Concurrent Investment Advisors, LLC is a multi-team SEC-registered advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm offers customized, primarily long-term portfolios using ETFs, mutual funds, and other assets, supported by a network of approximately 286 advisors serving over 13,000 clients.

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.

William Rice IV is a financial advisor with Concurrent Investment Advisors, LLC, holding Series 63 and Series 65 licenses and 14 years of industry experience. His prior roles include positions at Morgan Stanley and Raymond James Financial Services. Concurrent Investment Advisors is a multi-team firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm focuses on customized, primarily long-term portfolios using ETFs, mutual funds, and other investment vehicles, supported by a network of approximately 286 advisors.

Donna Toombs is a financial advisor with Wells Fargo Advisors in Longview, TX, holding a Series 66 license and having 20 years of industry experience. She previously worked at Wells Fargo Clearing for six years. 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, offering 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 offerings with other financial products and referral channels.

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 at Wells Fargo Advisors with two years of industry experience and a Series 66 designation. His prior experience 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 for the First Baptist Church in Kilgore, Texas. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad planning menu and uses its research and planning tools to deliver tailored recommendations through meetings and written summaries.

Joseph Wallace is a financial advisor at Stifel with 46 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Stifel since 2009, following prior roles at UBS Financial Services and Citigroup Global Markets. Outside of his advisory work, he serves on the board of directors and the investment committee for 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 broad range of clients, including individuals, institutional clients, 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®-certified financial advisor with 19 years of industry experience, currently affiliated with LPL Financial. His prior experience includes roles at Raymond James Financial Services, Morgan Stanley, and Citigroup Global Markets. Outside of financial advising, he co-owns a commercial refrigeration business and a restaurant and beverage solutions company. 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 wide range of advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies, supported by advanced operational tools.

Stephen Scherrey is a financial advisor at Wells Fargo Advisors with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Advisors since 2022, previously working at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. Scherrey serves as a board member of the Centennial Valley Neighborhood Association. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and integrates advisory services with other financial product sales and referral channels.

Gregory Wade is a financial advisor with LPL Financial in Longview, TX, holding Series 63 and Series 66 credentials and 21 years of industry experience. He has worked at LPL Financial since 2017, following nine years at Investment Centers of America and one year at Edward Jones. 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, with a focus on both discretionary and non-discretionary investment strategies.

Cheyenne Summers is a financial advisor with Ameriprise, holding Series 66 and Series 63 designations and nine years of industry experience. She has worked at Ameriprise since 2017 and serves on the Fred Hale School of Business Advisory Board. Summers is also co-owner of SWP Operations, LLC, where she manages her Ameriprise business. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service providing written recommendation reports and ongoing annual advice focused on reliable income sources and tax-aware withdrawal strategies for clients nearing or in retirement.

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 worked within Wells Fargo’s affiliated entities since 2016. Outside of his advisory role, he has ownership in a short film project titled "Desperate Things." Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering investment and fee-based financial planning services tailored to clients meeting certain net-worth criteria. The firm uses Wells Fargo research and planning tools to develop personalized recommendations across a range of financial planning needs.

Christopher Wilson is a financial advisor at Wells Fargo Advisors in Longview, TX, holding a Series 66 designation with one year of industry experience. Prior to joining Wells Fargo Advisors in 2025, he worked at Simmons Foods and TQL, among other companies, from 2017 to 2025. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including cash-flow, retirement, education, risk, and wealth-transfer planning, supported by Wells Fargo research and planning tools.

Jordan Howard is a CFP® and holds a Series 66 license with nine years of industry experience. He joined OSAIC in 2024 after seven years with Edward Jones and previously worked in the automotive sector. Howard owns a divorce consulting business where he advises clients and their lawyers on financial matters related to asset division. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services with a model-based investment approach focused on asset allocation and portfolio optimization.

Cody Blankenship is a financial advisor with Ameriprise in Longview, TX, holding Series 63 and Series 65 licenses and having seven years of industry experience. His career includes roles at Ameriprise and Texas Bank and Trust. He serves on the Fred Hale School of Business Advisory Board. Ameriprise Financial Services is a diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides tailored retirement planning advice focused on dependable income and tax-aware withdrawal strategies.

David Ware is a financial advisor at OSAIC in Longview, TX, holding Series 65 and Series 63 licenses with 12 years of industry experience. He previously worked at Woodbury Financial Services and Capital One Investing. Outside of his advisory role, Ware manages royalty distributions as part of a family LLC holding mineral rights connected to oil and gas production. OSAIC serves a diverse client base including retail and institutional investors, offering a variety of brokerage and advisory services. The firm utilizes a model-based investment approach featuring asset allocation and portfolio optimization tools, supported by a broad platform that integrates multiple custodial and third-party manager relationships.

James Willett II is a financial advisor with Wells Fargo Advisors in Longview, TX, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. His prior roles include positions at Wells Fargo Clearing and TBT Securities L.C. Willett is also the sole owner of Willett Private Capital LLC, a financial practice based in Longview. Wells Fargo Advisors provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services tailored to clients who meet a net-worth threshold, delivering customized recommendations supported by Wells Fargo research and planning tools.

Tom Haley is a financial advisor with Wells Fargo Advisors in Longview, TX, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has been with Wells Fargo Advisors since 2023 and previously worked at Wells Fargo Clearing from 2016 to 2023. Outside of his advisory role, he owns and operates TSH Assets LLC, an investment-related business. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering a broad range of investment and financial planning services. The firm uses proprietary research and planning tools to develop tailored recommendations, with clients choosing whether and how to implement them through various brokerage or advisory programs.

Chad Smith is a Series 66 licensed financial advisor with Edward Jones in Longview, Texas, where he has worked since 2003. He has 25 years of industry experience. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and maintains a large nationwide network of advisors and branch offices.

Paula Mccauley is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. Her prior roles include positions at Cuna Mutual Group, CUNA Brokerage Services, Inc., and UBS Financial Services. 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.