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.

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.

Thomas Perkins is a financial advisor with Thurston Springer Advisors in Tyler, TX, holding a Series 66 credential and nine years of industry experience. He previously worked at Edward Jones for nine years and Amkor Technology for three years. Perkins serves as a Battalion Commander with the Texas State Guard and is a member of the Tyler Economic Development Council Board of Directors. Thurston Springer Advisors serves individual clients, corporations, retirement plans, and institutional entities with tailored financial planning, portfolio management, and fiduciary services. The firm offers a range of discretionary and non-discretionary investment programs and employs strategies including buy-and-hold, asset allocation, and tactical momentum approaches that integrate technical and fundamental analysis.

Jamison Bays is a CFP® and Series 66-licensed financial advisor with two years of industry experience. He is currently with Thurston Springer Advisors and previously worked at Wells Fargo Advisors. Bays serves as a board member of the Nacogdoches Rotary Club beginning in 2026. Thurston Springer Advisors provides financial planning, portfolio management, and fiduciary services to individuals, corporations, retirement plans, and other entities. The firm offers a range of discretionary and non-discretionary investment programs with strategies that include buy-and-hold, asset allocation, and tactical approaches.

Jocelyn Bryant is a financial advisor at LaSalle St. Investment Advisors, L.L.C. with five years of industry experience. She holds a Series 65 designation and has worked at LaSalle St. Investment Advisors since 2018. Jocelyn is also involved with Wealth Space, LLC, an alternative investment business. LaSalle St. Investment Advisors provides personalized, 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 management programs and is notable for its predominance of non-discretionary assets under management.

Anne Howe is a financial advisor at Geneos Wealth Management, Inc. with 29 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Geneos Wealth Management since 2003, as well as Coffman Wealth Management since 2009. Geneos Wealth Management serves a diverse client base including individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers comprehensive financial planning, investment advisory, and brokerage services, utilizing a range of analytic approaches and investment strategies tailored to client needs.

George Truitt Jr. is a financial advisor with Geneos Wealth Management, Inc. in Tyler, TX, holding a Series 63 designation and 25 years of industry experience. He has been associated with William F. Robertson & Associates and Geneos Wealth Management since 2007. Outside of advisory work, he is involved in tax preparation and operates KS Financial Group Inc. Geneos Wealth Management serves a diverse client base, including individuals, trusts, pension plans, corporations, and charitable organizations, offering financial planning, investment advisory, and brokerage services. The firm employs a range of analytic strategies and manages assets through representative-managed accounts, wrap programs, and third-party money manager referrals.

Willis Hopson is a Series 66 licensed financial advisor with three years of industry experience. He is currently affiliated with Eagle Strategies (NY Life) and TKW Financial, Inc. d/b/a Freedom Financial Group. Outside of financial advising, he holds a partial ownership in Galaxy Softwash LLC, a pressure washing company. Eagle Strategies serves a diverse client base including individuals, defined contribution and benefit plans, and corporate and charitable entities, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored advice delivered primarily through non-discretionary asset management within an integrated New York Life affiliate structure.

Jessica Plath is a financial advisor with Integrity Alliance, LLC based in Tyler, TX. She holds Series 63 and Series 66 licenses and has six years of industry experience, including prior roles at Merrill and JP Morgan. Outside of her advisory work, she is connected through family to an agricultural equipment rental business, though she is not directly involved. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent advisers. The firm provides a range of asset management, financial planning, and consulting services, utilizing multiple investment approaches and platforms.

Kristi Moore is an investment advisor with Kestra Advisory, holding Series 63 and Series 65 credentials and bringing 21 years of industry experience. She has served in various roles since 2004, including positions at H. D. Vest Investment Services, Prothro, Wilhelmi & Company, PLLC where she is a CPA partner, and Kestra Financial Services. Outside of her advisory work, she is a managing member of Lucy Girl, LLC. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients, offering services such as fiduciary consulting, plan-level investment advice, and advisor-managed accounts. The firm manages approximately $79.8 billion in assets and serves large institutional investors, including sovereign wealth funds, while distributing multiple management platforms and third-party managed solutions.

Robert Roseman is a financial advisor with Kestra Advisory Services who holds a Series 66 credential and has 13 years of industry experience. He is also a partner at Prothro, Wilhelmi & Co. PLLC, where he has been involved in firm leadership and client accounting services since 2002. Roseman serves as board treasurer for Hospice of East Texas, a community charitable organization. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients, offering services such as fiduciary consulting, plan design, and investment advice supported by due diligence. The firm serves large institutional investors, including sovereign wealth funds, and offers multiple management platforms and third-party solutions within its supervisory framework.

Dana Gesford is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 12 years of industry experience. Prior to joining Commonwealth in 2024, Gesford worked at Edward Jones for six years and at Wells Fargo Clearing and WELLS FARGO Advisors, LLC for a combined six years. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm provides a range of advisory programs and support services, including discretionary model portfolios and customized investment solutions, while enabling advisors to offer advice under Commonwealth’s supervision.

Thomas Prothro is a Series 66 licensed advisor with Kestra Advisory, based in Tyler, TX, and has 20 years of experience with Kestra and over 30 years in the financial services industry. He is also a partner at Prothro, Wilhelmi & Company, PLLC, a consulting and tax/accounting firm. In addition to his advisory work, he serves as managing member of TWB Real Estate, LLC. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering a range of services including fiduciary consulting, plan design, and investment advice. The firm serves a diverse client base, including large institutional investors, and supports multiple management platforms and third-party solutions.

John Sokol is a CFA® charterholder affiliated with Kestra Advisory, where he has worked since 2016. He has 20 years of industry experience and also provides investment consulting for Roseman Wealth Advisors Insight Portfolio Management, a financial planning firm in Tyler, TX. Additionally, he serves as a committee member with the Tyler Economic Development Council, contributing to investment oversight for the nonprofit. Kestra Advisory Services offers investment advisory and retirement-plan consulting to institutional and individual clients, including plan sponsors. The firm provides a broad range of fiduciary and consulting services supported by due diligence and manages approximately $79.8 billion in assets with a focus that includes large institutional investors such as sovereign wealth funds.