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.

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.

Stephen Mercer is a Series 66-licensed financial advisor with Principal Financial Services in Tyler, Texas. He has 26 years of industry experience, including 23 years with Principal Financial Services and Principal Life Insurance Company. Mercer is also involved in outside insurance activities, including fixed annuities, fixed life, long-term care, group, health, and disability insurance. Principal Securities provides brokerage and registered investment advisory services to a broad client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel abroad. The firm’s advisory services include direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Eve Brewer is a financial advisor at Eagle Strategies (NY Life) based in Tyler, TX, holding a Series 66 designation with two years of industry experience. She has worked with Eagle Strategies and related entities since 2021 and previously spent ten years at Claims Administrative Services. Outside of her advisory role, Brewer serves as a notary public. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and focuses on tailoring recommendations to client objectives, managing a majority of its assets on a non-discretionary basis.

Taylor White is a financial advisor with Eagle Strategies (NY Life) in Tyler, TX, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He has worked with Eagle Strategies since 2021 and has longstanding affiliations with New York Life and related entities. Outside of advisory work, he serves as chairman of the board for the University of Texas at Tyler's Center for Family and Small Enterprises and is active as a musician performing paid gigs. Eagle Strategies serves a diverse client base including individual investors and institutional plans, providing financial planning, investment management, and retirement-plan advisory services. The firm offers a range of programs tailored to client and plan sponsor needs, with the majority of assets managed on a non-discretionary basis within an integrated New York Life affiliate structure.

Daniel Musson is a financial advisor with Eagle Strategies (NY Life) based in Tyler, TX. He holds a Series 66 designation and has two years of industry experience. Prior to his current roles, he was involved with Lion and Lamb Ministries and High Quality Water. Musson also serves as a director of Camp Yeshua, a youth summer camp. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base including individuals, defined contribution and defined benefit plans, and corporate and charitable clients. The firm offers multiple program types and emphasizes tailored recommendations, with the majority of its assets managed on a non-discretionary basis.

Melissa Shanhouse is a financial advisor with Voya Financial Advisors, Inc. She holds Series 63 and Series 66 designations and has 24 years of industry experience. Prior to joining Voya, she worked at firms including Morgan Stanley, LPL Financial, and Allstate Insurance. Outside of her advisory work, she owns two business entities for tax and investment purposes. Voya Financial Advisors serves individuals, retirement plans, and charitable and corporate clients, offering financial planning, portfolio management, and brokerage services. The firm combines affiliated and third-party investment strategies and primarily manages assets on a non-discretionary basis.

Lauren Woods is a financial advisor at Mass Mutual Investors Services with a Series 66 designation and one year of industry experience. Prior to joining the financial services sector, she worked for nine years at Christus Trinity Mother Frances Hospital. Woods also holds a position as an insurance broker with BlueCrest Financial Alliances, focusing on life and disability insurance sales. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers educational seminars and event-driven planning programs, including recent additions like standalone Divorce Planning.

Jessica Flores is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at J.P. Morgan since 2009. Outside of her financial career, she is owner and partner of Flores Design & Development LLC, an architectural design and real estate development business. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager searches, and customized performance reporting through a select group of wealth advisors.

Martina Stanley is a financial advisor at Edward Jones in Lindale, TX, holding a Series 66 designation with three years of industry experience. She previously worked at Southside Bank for 11 years before joining Edward Jones. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Joel Adams is a financial advisor with Raymond James Financial in Tyler, TX, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has worked extensively with Southside Bank and its affiliated investment services since 2006. Adams serves as a committee member for Grace Community School, participating in financial discussions several times a year, and is involved with the Tyler Economic Development Council’s finance committee. Raymond James Financial Services Advisors, Inc. provides financial planning and non-discretionary investment consulting to a diverse client base, including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm emphasizes tailored financial plans developed through detailed risk assessment and offers a range of implementation options, with a significant portion of its business conducted on a non-discretionary basis.

Andres Ledesma is a financial professional at MassMutual Investors Services with three years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including Northwestern Mutual and First Cash Financial Services. In addition to his advisory role, he is involved in consulting through LedCap Consulting, where he provides training and strategic business coaching. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm emphasizes collaborative, goal-based planning using advanced analytical tools and provides a range of event-driven and employer-sponsored planning programs.

Tina Sivertsen is a financial advisor with Primerica Advisors in Lindale, TX, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. She has worked with PFS Investments Inc. since 2012 and Primerica Financial Services since 2001. Outside of advisory work, she serves as a director of Storm, Inc., a legal entity formed for Primerica business purposes, and is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Richard Rogers is a financial advisor at OSAIC with 13 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Sagepoint Financial, Inc. and Questar Asset Management. In addition to his advisory work, he is an ordained Baptist minister involved in preaching and teaching biblical principles. OSAIC serves a broad range of retail and institutional clients, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm uses a variety of investment tools and platforms to construct diversified portfolios tailored to clients’ risk tolerance and preferences.

Jeremy Ables is a CFP® and holds a Series 66 license with Edward Jones, where he has worked since 2010, accumulating 15 years of industry experience. He manages agricultural operations through Ables Farm, involving timber, vegetable, and animal management in Tyler, TX. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions, supported by a large nationwide network of financial advisors and branch offices.

Jason Ray is a financial advisor with Edward Jones in Mineola, TX, holding the CFP® and Series 66 designations and having 12 years of industry experience. He has been with Edward Jones since 2014. Outside of his advisory work, he serves on multiple local boards including the Mineola Economic Development Corporation, the Mineola Education Foundation as Vice President of Development, the Northeast Texas Regional Mobility Authority, and the UT Health Quitman Advisory Board. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of investment advisory programs and maintains a large network of financial advisors and branch offices across the country.

Gary Camp is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 38 years of industry experience. He previously worked at Avantax Advisory Services for 11 years and has owned and operated Camp Tax & Wealth, LLC, providing tax consultation and wealth management services since 2013. Camp serves as a school board member for the Lindale Independent School District. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to various third-party money managers through a multi-manager platform.

Brandon Cox is a financial advisor at Ameriprise based in Tyler, TX. He holds the Series 66 designation and has been with Ameriprise since 2024. Prior to his advisory role, his background includes work in education and retail. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. The firm offers a Premier Retirement Income service that provides written recommendation reports and ongoing retirement planning advice focused on income sources and tax-aware withdrawal strategies.

Jurgen Simons is a CFP® with 18 years of industry experience, currently serving as a financial advisor at Edward Jones since 2017. He previously worked for ten years at Hilltop Securities Inc. Simons is also involved in establishing a church in Mineola, Texas, where he serves as an elder, preacher, and teacher. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Brian Sivertsen is a financial advisor with Primerica Advisors in Lindale, TX, holding the Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has been with Primerica Advisors since 2004 and with Primerica Financial Services since 2002. Outside of his advisory role, he serves as a director of Storm Inc., dedicating significant time to this outside business. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, focusing on individual and high-net-worth clients with model-based strategies and discretionary separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap-fee structure rather than fixed fees.