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 with Thurston Springer Advisors in Tyler, TX, holding a Series 66 credential and one year of industry experience. He previously worked at Wells Fargo Advisors and spent several years as an insurance contractor with Texas and Southern Farm Bureau Insurance. He currently receives passive income from prior insurance business activities that concluded in 2024. Thurston Springer Advisors serves individual and high-net-worth clients as well as corporations, foundations, estates, and employer-sponsored retirement plans. The firm offers comprehensive financial planning, portfolio management, and fiduciary services, employing a range of investment strategies that include both buy-and-hold and active management approaches.

Jason Grigsby is a financial advisor at Thurston Springer Advisors with 20 years of industry experience. He holds a Series 66 designation and has previously worked at Wells Fargo Advisors, Southside Investment Services, Southside Bank, Raymond James Financial Services, and RBC Capital Markets. Outside of his advisory role, he operates a business under the name Trinity Capital Management. Thurston Springer Advisors serves individual and high-net-worth clients, as well as corporations, foundations, and retirement plans, offering comprehensive financial planning and portfolio management with a range of discretionary and non-discretionary 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.

Kathryn Diduch is a CFP® with 38 years of industry experience and is affiliated with Capital Analysts. She has worked with Lincoln Investment Planning, Inc. for over three decades and with Hinton & Associates since the start of her career. Outside of advisory work, she is involved as a director and officer in several family investment and timberland entities. Capital Analysts serves a diverse client base including retail, high-net-worth, institutional, and charitable clients. The firm provides portfolio management and retirement-plan advice through a nationwide network of independent advisors and firm-managed programs, utilizing both discretionary and non-discretionary investment approaches.

Stephen Mills is a financial advisor with Thurston Springer Advisors in Tyler, TX, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. His prior roles include positions at Wells Fargo Advisors and Wells Fargo Clearing, where he worked for a total of 22 years, as well as Prudential Equity Group. Outside of his advisory work, Mills holds a Texas CPA license and has ownership interests in Tyler-based investment firms, including Trinity Capital Management. Thurston Springer Advisors serves individual and high-net-worth clients, as well as corporations, foundations, estates, and employer-sponsored retirement plans. The firm offers comprehensive financial planning, portfolio management, and fiduciary services, employing a range of investment strategies that include both buy-and-hold and active management 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 with Thurston Springer Advisors in Tyler, TX, holding a Series 66 designation and 19 years of industry experience. She worked at UBS Financial Services for 20 years before joining Thurston Springer Financial in 2025. Jeter also operates a separate business under the name Trinity Capital Management. Thurston Springer Advisors serves individual and high-net-worth clients as well as corporations, foundations, estates, and employer-sponsored retirement plans. The firm offers comprehensive financial planning, portfolio management, and fiduciary services, employing both buy-and-hold and active investment strategies tailored to client goals.

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 holds Series 63 and Series 65 licenses and has worked previously at Wells Fargo Advisors, Wells Fargo Clearing, and Prudential Equity Group. Outside of advising, Bays is involved in investment-related activities including partial ownership in Tyler TCM Investments and 3B Aviation LLC, which operates an airplane. Thurston Springer Advisors serves individual and high-net-worth clients, as well as corporations, foundations, estates, and employer-sponsored retirement plans. The firm offers comprehensive financial planning and portfolio management, employing a range of investment strategies from buy-and-hold to active momentum models.

Craig Conser is a financial advisor at Thurston Springer Advisors with 27 years of industry experience. He holds the Series 66 designation and has previously worked at Wells Fargo Advisors, RBC Capital Markets, and Merrill. Conser has ownership interests in investment-related businesses including Trinity Capital Management and TY13 Partnership. Thurston Springer Advisors serves individual and high-net-worth clients, corporations, foundations, estates, and employer-sponsored retirement plans through comprehensive financial planning and portfolio management. The firm employs a combination of fundamental, technical, and cyclical investment analysis and offers discretionary management with strategies ranging from buy-and-hold to higher turnover tactical models.

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.

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.

Tom French Jr. is a financial advisor with Grimes & Company in Frankston, TX, holding a Series 66 designation and 21 years of industry experience. His prior roles include positions at TD Ameritrade and A. G. Edwards & Sons, Inc. He has been with Grimes & Company since 2017. Grimes & Company provides discretionary portfolio management and financial planning services to individual and institutional clients, including charitable organizations and government entities, using proprietary research and a range of investment vehicles. The firm also serves other investment advisers as clients and offers trustee services through an affiliated trust entity.

Steven Czurak is a financial advisor with Advisory Services Network who holds Series 63 and Series 66 licenses and has 32 years of industry experience. His prior work includes roles at Czurak Wealth Management, Raymond James Financial, RBC Capital Markets, and Morgan Stanley. Since 2024, he has also served as an adjunct professor at The College for Financial Planning, teaching financial decision-making and portfolio management. Advisory Services Network provides investment advisory and planning services to individuals, families, corporations, and employer-sponsored retirement plans through a large network of independent advisors. The firm offers a range of portfolio management and consulting services that are tailored to client objectives and risk tolerances.