Benjamin Burgeson is a financial advisor at Money Concepts Capital Corp with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Grove Point Investments, Grove Point Advisors, and H.Beck, Inc. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting services to individuals, pension plans, trusts, charitable organizations, and corporations. The firm employs a range of managed programs and investment strategies, combining model portfolios, advisor-designed portfolios, and third-party sub-advisers.

Cara Castagno is a financial advisor at &PARTNERS with Series 66 credentials and one year of industry experience. Prior to joining &PARTNERS, she owned and operated Petal Patisserie, a licensed cottage bakery in Texas, and has experience working at Andrews Center and Amberton University. She is based in Tyler, TX. &PARTNERS serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers investment management, financial and tax planning, and retirement plan consulting, employing a variety of analytical approaches and both proprietary and third-party strategies.

Heather Bates is a financial advisor with Eagle Strategies (NY Life) and holds Series 63 and Series 66 credentials. She has 12 years of industry experience and has worked with several firms, including Bates Wealth Strategies, LLC, Island Wealth Strategies & Insurance Solutions LLC, and Johnson Financial Strategies, LLC. Outside of her advisory role, she serves on the Christus Trinity Mother Frances Foundation Women’s Board and owns a residential cleaning business. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm offers multiple program types and emphasizes tailored recommendations, managing the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Gregory Strnadel is a financial advisor with &Partners, holding Series 63 and Series 65 designations and over 37 years of industry experience. His prior roles include positions at Wells Fargo Advisors and Wells Fargo Clearing. Outside of advising, he owns and manages a hunting and fishing property and is involved in aircraft ownership. &Partners serves a diverse client base including high-net-worth individuals, retirement plans, and charitable organizations, offering investment management and financial planning services through a combination of discretionary and non-discretionary approaches using both proprietary and third-party strategies.

Joe Clark is a financial advisor with AE Wealth Management, LLC in Tyler, TX, holding a Series 65 designation and three years of industry experience. His prior work includes roles at Fisher Investment and Family First Life. Before entering the financial services industry, he worked for seven years at Clark's Feed and Fertilizer. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base including individuals, corporations, and trusts. The firm utilizes discretionary model portfolios and a variety of investment strategies, managing approximately $49.8 billion for over 127,000 clients.

Richard Stone Jr. is a financial advisor at Commonwealth Financial Network with 39 years of industry experience. He holds a Series 63 designation and has been with Commonwealth since 2014. Outside of advisory work, he owns gas, oil, and mineral rights in several Texas counties. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and back-office support, including operations, trading, technology, investment management, and compliance, allowing affiliated advisors discretion in portfolio construction alongside managed model portfolios.

Presley Johnston is a financial advisor at &PARTNERS based in Tyler, TX, holding a Series 66 designation with less than one year of industry experience. Prior to joining &PARTNERS, he held various roles in education and other sectors, including positions at Texas A&M University and several school districts. &PARTNERS serves a diverse client base that includes high-net-worth individuals, institutions, and corporations. The firm offers a range of investment management and advisory services using multiple analytical approaches and proprietary platforms, with both discretionary and non-discretionary account management options.

Tiffany Olason is a financial advisor with &Partners who holds Series 63 and Series 66 designations and has 20 years of industry experience. She previously worked at Wells Fargo Advisors and Wells Fargo Clearing in various roles spanning 13 years. &Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers investment management and financial planning services using a combination of proprietary and third-party strategies, with a focus on both discretionary and non-discretionary account management.

Kyle Nelson is a financial advisor at Lincoln Investment with eight years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Northwestern Mutual Wealth Management, Cole Caruthers, and GuideStone Financial Resources. His current tenure at Lincoln Investment began in 2024. Lincoln Investment Planning, LLC serves a diverse client base, including individuals, high-net-worth investors, trusts, charities, and retirement plans, with a focus on 403(b) and 457(b) programs. The firm offers financial planning, consulting, and portfolio management through model portfolios and third-party managers, supported by an in-house Investment Management & Research team that develops strategic and adaptive investment strategies.

Jerome Shick is a financial advisor at &Partners with eight years of industry experience. He holds the Series 66 designation and has previously worked at Wells Fargo Advisors and Wells Fargo Clearing. Prior to his financial services career, he served in the U.S. Navy for 24 years. &Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and private businesses. The firm offers investment management and financial planning services using both proprietary and third-party strategies, and operates as a dual-registered investment adviser and broker-dealer.

James Holloway is a financial advisor at AE Wealth Management, LLC with 19 years of industry experience. He holds a Series 65 designation and has worked at AE Wealth Management since 2018. Prior to that, he was with Global Financial Private Capital, LLC for seven years. Holloway is also the owner of Texas Financial and Retirement, LLC, where he is involved in the sales of fixed insurance products. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base including individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers a platform-centered approach that combines managed model portfolios, discretionary asset management, and financial planning services.

Cason Strnadel is a financial advisor at &PARTNERS with one year of industry experience. He holds a Series 66 designation and has previous work experience at Cognex Corporation, Keyence, Simplot Grower Solutions, and The Association of Former Students. Before entering financial advising, he spent eight years in full-time education. &PARTNERS serves a diverse client base including individuals, institutions, retirement plans, and charitable organizations. The firm offers investment management, financial and tax planning, and retirement consulting through both discretionary and non-discretionary approaches using multiple analysis methods and a variety of proprietary and third-party strategies.

Jared Tims is a financial advisor with OSAIC in Tyler, TX, holding a Series 66 designation and 22 years of industry experience. He previously worked for Lincoln Financial Securities Corporation for 15 years. Outside of his advisory work, he serves as chairman of the Finance Committee at his church, overseeing budget approvals and financial reporting. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage, advisory, and financial planning services. The firm uses asset-allocation tools and risk-tolerance analysis to construct diversified portfolios, supporting both discretionary and non-discretionary account management.

Taylre Herman is a financial advisor with Wells Fargo Clearing in Tyler, TX, holding a Series 66 designation and nine years of industry experience. Prior to joining Wells Fargo in 2017, Herman worked at Randstad for one year. Herman also serves as a power of attorney for a family member. Wells Fargo Advisors is a national securities firm that offers investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients, utilizing research and analytics to guide investment selection and portfolio management.

Malon Jennings is a financial advisor at UBS Financial Services with 21 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Momentum Independent Network Inc. for nine years. Outside of advising, he serves as Vice President of K & R Holdings LLC, a LiDAR scanning business based in Tyler, TX. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings. The firm combines institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor financial plans.

Michael Greening is a financial advisor at Edward Jones in Flint, TX, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he spent several years working in automotive sales and management roles at BMW of Tyler, Superior Automotive, Shearer Supply, and Mercedes Benz of Plano. 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 through a nationwide network of nearly 24,000 financial advisors, offering a range of advisory strategies and affiliated investment products.

Olga Zapolska is a financial advisor with UBS Financial Services in Tyler, Texas, holding a Series 66 designation and four years of industry experience. Prior to joining UBS in 2019, she worked at The University of Texas at Tyler Soules College of Business and spent a decade in the real estate sector. She serves as treasurer and board member for CARE Christ-Centered, a nonprofit focused on supporting lives affected by abortion and community education. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management. Its advisors use proprietary research and model-based asset allocations to tailor financial plans according to clients’ goals and risk tolerances.

Drew Robertson is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he has been serving clients since 2018. He works with a diverse range of clients including families, professional athletes, business owners, executives, and organizations. Drew focuses on connecting all aspects of clients' financial lives to help them prioritize and pursue their most important goals. His client focus areas include college education planning, executive compensation, family wealth management strategies, services for endowments, foundations, and non-profits, legacy planning, managing new wealth, personal retirement planning, philanthropic planning, portfolio management services, and sports & entertainment. Drew holds a Bachelor of Arts in Communication from Baylor University, where he was also a baseball player and a 10th-round MLB draft pick. He has earned professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He is affiliated with professional organizations such as Baylor Alumni and Baylor Baseball Alumni. Outside of his professional work, Drew enjoys spending time with his family, golfing, and being outdoors. His personal interests include baseball, golfing, hiking, hunting, scuba diving, and spending time with his family.

Andrea Sieben is a financial advisor at UBS Financial Services with seven years of industry experience. She has been with UBS since 2011 and holds the Series 66 designation. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based planning and portfolio management. The firm integrates institutional trading capabilities with wealth management and offers a broad range of capital markets and research resources.

Corey Coleman is a financial advisor at Edward Jones with 29 years of industry experience. He has held positions at Edward Jones since 2019 and previously worked at Wells Fargo Clearing Services LLC and Wells Fargo Advisors LLC. Outside of finance, Corey is a fiddle player and lead singer in a bluegrass band and hosts a weekly bluegrass radio show on 104.1 The Ranch in Tyler, Texas. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment advisory programs, supported by a large nationwide network of advisors and branch offices.