Warren Mc Daniel is a Series 66 licensed financial advisor with Edward Jones in New Boston, TX. He has five years of industry experience, including six years with Edward Jones and five years in roles at Texarkana College. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a range of households, corporate clients, and charitable organizations. The firm offers discretionary and non-discretionary investment strategies, tax-efficient services, and operates under a fiduciary standard.

Caden Thompson is a financial advisor at Ameriprise Financial Services with one year of industry experience and holds a Series 66 designation. He has worked at several firms including LPL Financial and Peace Financial LLC. Outside of his advisory role, Thompson is involved with Back Road Country Music LLC and serves at the University of Central Arkansas. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, notable for its Premier Retirement Income service that provides retirement planning advice focused on income sources and tax-aware withdrawal strategies.

Lorie Walling is a financial advisor with Cetera in Texarkana, TX, holding Series 63 and Series 66 designations and nine years of industry experience. She has worked with Cetera Investment Services LLC since 2017 and previously with Regions since 2015. Outside of her advisory role, she co-owns and operates a lawn maintenance company with her spouse. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management, financial planning, and consulting services with varied program structures and access to third-party money managers.

Ricky Boyette Jr. is a financial advisor at Raymond James Financial with 17 years of industry experience. He holds a Series 66 designation and previously worked at Flanagan Financial Group LLC. Outside of his advisory role, he serves as treasurer and scholarship committee member for the Texarkana Area A&M Club and participates on the finance committee of Williams Memorial UMC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, institutions, and nonprofit organizations. The firm uses tailored, non-discretionary consulting with advanced analytical tools and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Gary Klein is a financial advisor with Edward Jones in Texarkana, TX, holding Series 63 and Series 66 registrations and bringing 25 years of industry experience. He has been with Edward Jones since 2000. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment strategies and advisory services through a large network of advisors and branch offices across the United States.

Melford Pierce is a financial advisor with Edward Jones in Texarkana, TX, holding a Series 66 designation and 17 years of industry experience. He has been with Edward Jones since 2008. Outside of his advisory role, he serves as Vice President on the Maud ISD School Board in Maud, TX. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of managed solutions and advisory services supported by a large network of financial advisors and branch offices nationwide.

Steven Seals is a Certified Financial Planner™ professional with eight years of industry experience, currently serving at Edward Jones since 2018. Prior to his financial advisory career, he worked for twelve years at Red River Army Depot. He is a board member of the Maud Economic Development organization in Maud, Texas. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

Dustin Stringer is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 credentials and 25 years of industry experience. He has worked at Raymond James Financial Services Advisors Inc. since 2017 and previously spent six years at LPL Financial. Outside of his advisory work, he serves as president of the Walnut Bayou Hunting Club. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using risk profiling and modeling tools, and it supports municipal and public finance work through a unique municipal advisor affiliation.

Brett Mc Claran is a financial advisor at Raymond James Financial with 27 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Wells Fargo Advisors from 2001 to 2018 before joining Raymond James in 2018. He also served in a government role with Bowie County, Texas, from 2020 to 2022. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, institutions, and corporations. The firm employs non-discretionary planning and risk profiling tools to tailor recommendations and supports institutional consulting and portfolio management across a large advisor network.

Michael Rhodes is a financial advisor with Ameriprise Financial Services, LLC, holding a Series 66 designation and nine years of industry experience. Prior to joining Ameriprise in 2024, he spent seven years at Edward Jones. Outside of his advisory work, he is involved in ministry and serves as a musician at Mt. Grove Baptist Church. Ameriprise Financial Services is a large advisory firm offering services to individual and institutional clients, including a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on income sources and tax-aware withdrawal strategies.