Jordan Pedron is a financial advisor with Power Wealth Management in Tyler, TX, holding a Series 66 designation and 14 years of industry experience. His prior roles include positions at Personal Capital Advisors Corporation, Fidelity Brokerage Services, and Claro Advisors. Outside of advising, he owns Saleside, LLC, a technical dashboard development company. Power Wealth Management serves individuals, estates, and trusts with comprehensive wealth management, discretionary portfolio management, and financial planning. The firm manages approximately $430 million in discretionary assets across about 250 client relationships and employs a team of seven advisors.

Cheryl Smith is a financial advisor with D.H. Hill Advisors, Inc. in Tyler, TX, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. Her prior roles include positions at Madison Avenue Securities, AEWealth Management, and State Farm Insurance. She is also involved with Texas Financial and Retirement, where she serves as an Analyst Relationship Director. D.H. Hill Advisors provides financial planning and portfolio management services to individuals, including high-net-worth clients, as well as employer-sponsored retirement plans, foundations, and institutional clients. The firm offers a range of services including discretionary and non-discretionary investment management, utilizing both active and passive strategies alongside tax-management techniques.

William Smith is a financial advisor at Thurston Springer Advisors with one year of industry experience. He previously worked at Wells Fargo Advisors and spent eight years as a 1099 contractor with Texas and Southern Farm Bureau Insurance. Smith currently receives passive income from his prior insurance business activities. Thurston Springer Advisors serves a diverse client base, including individuals, corporations, retirement plans, and foundations, offering services such as financial planning, portfolio management, and fiduciary services. The firm employs a variety of investment strategies ranging from buy-and-hold to tactical momentum, utilizing both discretionary and non-discretionary approaches.

Jason Grigsby is a financial advisor with Thurston Springer Advisors in Tyler, TX, holding a Series 66 designation and 20 years of industry experience. He has previously worked at Wells Fargo Advisors, Southside Investment Services, Southside Bank, and Raymond James Financial Services. Thurston Springer Advisors serves individuals, corporations, retirement plans, foundations, endowments, estates, and trusts, offering tailored financial planning, portfolio management, and fiduciary services through both discretionary and non-discretionary programs that incorporate a range of investment strategies.

George Lollis is a financial advisor at Prospera Financial Services, Inc. with 40 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Prospera since 2003. In addition to his advisory work, he serves as President and CEO of Opus Fortunatus Three, LLC, a data center in Dallas. Prospera Financial Services is a multi-team firm with 271 advisors managing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and other business entities, offering financial planning, portfolio management, and access to multiple advisory programs and platforms.

Tyler Ranta is a financial advisor with ON Investment Management CO, holding a Series 66 credential and one year of industry experience. Prior to joining ONIMCO, he worked at Ameriprise and has experience in education and service roles. ON Investment Management Company (ONIMCO) provides financial planning, portfolio management, and retirement-plan advisory services to individuals, families, trusts, charitable organizations, and businesses. The firm offers a range of investment programs and employs a dual-registration model combining advisory and broker-dealer activities.

Erin Holloway is a financial advisor with Bison Wealth, LLC, holding a Series 65 credential and 12 years of industry experience. Prior to joining Bison Wealth in 2023, Erin worked at Truadvice, LLC, AE Wealth Management, LLC, and Global Financial Private Capital, LLC. Outside of her advisory role, she is involved in ranching through Kemo Farms and is a partner at Western Legends Sports Management, a rodeo sports agency. Bison Wealth serves individuals, high net worth clients, family offices, retirement plans, corporations, trusts, estates, and charitable organizations, offering financial planning, portfolio management, curated model portfolios, and ERISA retirement plan services. The firm’s investment process includes multi-manager model portfolios blending tactical and strategic allocations across liquid and private-market strategies, along with specialized offerings such as options-based Overlay strategies and interval funds.

Stephen Mills is a financial advisor with Thurston Springer Advisors, holding Series 63 and Series 65 licenses and 43 years of industry experience. He has worked at Wells Fargo Advisors for 15 years. Mills is also a licensed CPA in Texas. Thurston Springer Advisors serves individuals, corporations, retirement plans, foundations, estates, and trusts, providing financial and estate-planning services, portfolio management, and fiduciary services. The firm offers both discretionary and non-discretionary investment programs using a range of strategies, including buy-and-hold and tactical approaches.

Erin Ortiz is a financial advisor with LaSalle St. Investment Advisors, L.L.C. in Tyler, TX, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. She has been with LaSalle St. Securities since 2014. Outside of her advisory role, Ortiz serves as a Girl Scouts troop leader and is involved in managing two online businesses linked to her daughter. LaSalle St. Investment Advisors provides personalized, fee-based financial planning and investment supervisory services to individuals, trusts, pensions, charitable organizations, and small businesses. The firm offers both non-discretionary and discretionary management programs, emphasizing a predominantly non-discretionary asset mix uncommon among large enterprise advisers.

Meggan Jeter is a financial advisor at Thurston Springer Advisors with 19 years of industry experience. She holds a Series 66 designation and previously worked for UBS Financial Services for 20 years before joining Thurston Springer Financial in 2025. She also operates a business under the name Trinity Capital Management. Thurston Springer Advisors serves a diverse client base including individuals, corporations, retirement plans, and trusts, offering financial planning, portfolio management, and fiduciary services through a range of discretionary and non-discretionary investment programs.

Eric Fox is a financial advisor at LaSalle St. Investment Advisors, L.L.C. in Tyler, TX, with 11 years of industry experience. He holds a Series 65 designation and previously worked at Dow Chemical in manufacturing and supply chain planning. Outside of his advisory role, he is involved with Colgan Carp Solutions, LLC, and has interests in family-owned farmland and real estate development. LaSalle St. Investment Advisors provides fee-based financial planning and investment supervisory services to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and small businesses. The firm offers both non-discretionary and discretionary investment programs, utilizing a mix of mutual funds, ETFs, equities, fixed income, and options, with a notable emphasis on non-discretionary asset management.

Stuart Bays is a financial advisor at Thurston Springer Advisors with 34 years of industry experience. He has held roles at Wells Fargo Advisors from 2011 to 2025 before joining Thurston Springer Financial. Outside of his advisory work, Bays is involved in an investment partnership, Tyler TCM Investments, and owns an LLC that operates an airplane. Thurston Springer Advisors serves individuals, corporations, retirement plans, foundations, and trusts, offering customized financial planning, portfolio management, and fiduciary services. The firm utilizes a variety of discretionary and non-discretionary investment strategies, including technical and fundamental analysis-based approaches, and maintains a structure that includes affiliated broker-dealer and insurance entities.

Craig Conser is a financial advisor at Thurston Springer Advisors with 27 years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Advisors for 14 years. Conser has ownership interests in several investment-related entities, including Trinity Capital Management and TY13 Partnership. Thurston Springer Advisors serves individuals, corporations, retirement plans, foundations, and trusts, offering tailored financial planning, portfolio management, and fiduciary services. The firm employs a range of discretionary and non-discretionary investment strategies, combining buy-and-hold, asset allocation, and active approaches involving technical and fundamental analysis.

Jamie Carmack is a CFP® professional with 27 years of experience in the financial services industry. He currently works at CORDA Investment Management, LLC and has held previous roles at The Vanguard Group, Northwestern Mutual, TD Ameritrade, and Scottrade Inc. His background spans various advisory and brokerage firms. CORDA Investment Management is a multi-team registered investment adviser managing approximately $2.0 billion in client assets through a group of about 30 advisors. The firm offers discretionary portfolio management and integrated financial planning to individuals, including high-net-worth clients, as well as pension consulting, tax preparation, and access to attorney-led estate-planning services.

Vernon Nicholson is a financial advisor with LaSalle St. Investment Advisors, L.L.C. in Tyler, TX, holding Series 63 and Series 65 licenses and having 15 years of industry experience, all with LaSalle St. Investment Advisors since 2011. In addition to his advisory role, he manages Nieldson Insurance Group, a life, health, and casualty insurance agency. LaSalle St. Investment Advisors provides fee-based financial planning and investment supervisory services to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and small businesses. The firm offers both non-discretionary and discretionary investment programs, with a notable focus on managing a larger proportion of assets on a non-discretionary basis.

Misty Childs is a financial advisor with Berthel Fisher & Company Financial Services, Inc., holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. She has been with Berthel Fisher since 2002 and also worked with BFC Planning, Inc. from 2020 onward. Outside of advisory work, she serves as vice president of a local business networking group and is a brand partner for a wellness patch company. Berthel Fisher & Company Financial Services primarily serves individual and high-net-worth clients, offering investment advisory and financial planning services with approximately $906 million in client assets under management. The firm employs a variety of investment platforms and strategies tailored to client needs and also operates as a registered broker-dealer with an affiliated insurance agency.

Annetta Carter is a financial advisor with Impact Partnership Wealth, LLC, holding Series 63 and Series 65 licenses and five years of industry experience. She has previously worked with Magnolia Financial Strategies and operated an insurance business for six years. Outside of her advisory role, she serves on the board of a nonprofit ministry. Impact Partnership Wealth, LLC provides investment advisory services to individuals, corporations, trusts, and retirement plans, managing approximately $3 billion through a network of nearly 90 advisers. The firm offers model portfolio solutions, discretionary asset management, and retirement plan services, using a variety of investment strategies and third-party platforms.

Cheryl Germany Higgins is a financial advisor with LaSalle St. Investment Advisors, L.L.C. in Tyler, Texas, holding Series 63 and Series 66 credentials and 28 years of industry experience. Her prior firms include Chase Investment Services Corp. and Banc One Securities Corporation. Higgins volunteers monthly at a nonprofit free medical clinic in her community. LaSalle St. Investment Advisors provides personalized, fee-based financial planning and investment supervisory services to individuals, trusts, estates, pension plans, charitable organizations, and small businesses. The firm offers both non-discretionary and discretionary investment programs, including third-party manager selection, with a notable emphasis on managing non-discretionary assets.

Steven Czurak is a financial advisor with Advisory Services Network and Czurak Wealth Management, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He has been with Czurak Wealth Management since 2012 and joined Advisory Services Network in 2026. Czurak also serves as an adjunct professor at The College For Financial Planning, teaching Financial Decision Making and Portfolio Management for the master's program. Advisory Services Network is an enterprise firm with approximately 208 independent advisors serving individuals, families, corporations, and charitable organizations. The firm offers a range of services including portfolio management, financial planning, and retirement-plan consulting, overseeing about $8.6 billion in client assets.

Scott Childs is a financial advisor with Berthel Fisher & Company Financial Services, Inc., holding a Series 65 credential and with three years of industry experience. He has worked at Berthel Fisher since 2016 and is involved with Childs Capital Group, where he assists with clients and research. He is also a member of Smart Alternatives LLC, an entity focused on tax planning. Berthel Fisher & Company Financial Services provides investment advisory and financial planning services mainly to individual and high-net-worth clients, managing approximately $906 million in client assets through a variety of platforms and tailored investment strategies.