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 designation and 20 years of industry experience. She has worked at Wells Fargo Clearing and Wells Fargo Advisors LLC for a combined total of 13 years. She also serves as a trustee for a family trust. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including cash-flow, retirement, education, and specialized planning, supported by Wells Fargo research and tools.

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 with Wells Fargo Advisors in Longview, TX, holding a Series 66 designation and one year of industry experience. His prior work 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 in the ministry at First Baptist Church Kilgore. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning solutions including retirement, education, and business-owner transition planning. The firm utilizes proprietary research and planning tools to develop tailored recommendations delivered through client meetings and summary reports.

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 credentials and has been with Wells Fargo in various capacities since 2009. Outside of his advisory role, Scherrey serves as a board member for the Centennial Valley Neighborhood Association. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers 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 services with other financial product offerings.

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 in Longview, TX, holding Series 63 and Series 66 registrations and bringing eight years of industry experience. Prior to joining Ameriprise, Summers worked in admissions and other roles at East Texas Baptist University. Summers serves on the Fred Hale School of Business Advisory Board. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through a centralized service that provides written recommendations and ongoing advice focused on dependable income sources and tax-aware withdrawal strategies.

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 been with Wells Fargo Advisors and its affiliated entities since 2009. Outside of his advisory work, he is involved in film production as a part owner of a short film titled *Desperate Things*. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options including retirement, risk management, and specialized areas such as business-owner transitions and special-needs analysis. The firm combines advisory services with various financial products and referral channels.

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® professional with nine years of industry experience, currently serving as a financial advisor at OSAIC since 2024. Prior to joining OSAIC, he spent seven years with Edward Jones and also worked in the automotive sales industry. Outside of his advisory role, Howard owns a divorce consulting business where he provides financial consultations related to asset division in divorce cases and may attend mediations or court proceedings. OSAIC Wealth, Inc. serves a wide range of clients including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through an extensive network of advisers. The firm employs asset-allocation tools and risk-tolerance assessments to construct diversified portfolios that may include stocks, bonds, options, mutual funds, ETFs, and alternative investments, offering both discretionary and non-discretionary management options.

Cody Blankenship is a financial advisor with Ameriprise in Longview, TX, holding Series 63 and Series 65 licenses and six years of industry experience. His prior roles include positions at Texas Bank and Trust and Ameriprise Financial. He serves on the Fred Hale School of Business Advisory Board. Ameriprise provides retirement-income planning services primarily for clients approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored recommendations through a centralized consulting team.

David Ware is a financial advisor at Osaic with 12 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Woodbury Financial Services, Inc. and Capital One Investing, LLC. Outside of his advisory role, he is involved in managing family mineral rights through an LLC and operates a fixed insurance sales and service business. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, institutions, and charitable organizations through a large network of affiliated advisers. The firm provides integrated brokerage and advisory services with a focus on diversified portfolio construction supported by proprietary tools, multiple advisory platforms, and access to third-party investment solutions.

James Willett II is a financial advisor at Wells Fargo Advisors in Longview, TX, with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has worked within various Wells Fargo entities since 2009. Willett also owns Willett Private Capital LLC, a private capital practice based in Longview. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu utilizing proprietary research and tools, with advisory services integrated alongside banking and other financial products.

Tom Haley is a financial advisor with Wells Fargo Advisors in Longview, TX, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked within various Wells Fargo entities since 2009. Haley also owns and manages TSH Assets LLC, an investment-related business. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services tailored to clients meeting a net-worth threshold, utilizing proprietary research and planning tools.

Chad Smith is a financial advisor with Edward Jones in Longview, TX, holding a Series 66 credential and 24 years of industry experience. He has been with Edward Jones since 2003. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard and maintaining a large network of financial advisors and branch offices nationwide.

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.

Thomas Riley is a CFP®-credentialed financial advisor with RBC Capital Markets, bringing 24 years of industry experience. He has worked at RBC Capital Markets since 2008 and also has been associated with City National Bank since 2018. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, and organizations with tailored investment strategies implemented through a mix of in-house and third-party managers. The firm offers a range of advisory programs and integrates capital-markets capabilities with portfolio management, financial planning, and custody services.