Blake White is a CFP® with 12 years of industry experience, currently serving at OSAIC since 2024. His prior roles include positions at Woodbury Financial Services, LPL Financial, Investment Centers of America, and Capital One Investing. He owns Wooden Spoon Holdings, LLC, an online business that sells sports cards, and serves as a board member for Junior Achievement of East Texas. OSAIC Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and third-party managers to construct diversified portfolios across multiple asset classes.

Dallas Long is a CFP® professional with 13 years of industry experience, currently serving as a financial advisor at Edward Jones since 2012. He holds the Series 66 designation and is based in Gladewater, TX. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Karen Jackson is a financial advisor at Morgan Stanley with 14 years of experience at the firm and holds a Series 66 designation. She is based in Longview, TX. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutions, including customized financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-sponsored financial planning services.

Arlee Small is a financial advisor with Morgan Stanley in Longview, TX, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. His career includes roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney, as well as Citigroup Global Markets. Outside of his advisory work, he is involved in distributing skincare products and wellness supplements through Arbonne International, AdvoCare, and Young Living. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, emphasizing tailored financial planning supported by structured discovery processes and firm-approved tools.

Logan Skinner is a CFP®-certified financial advisor at Raymond James Financial with 12 years of industry experience. He previously worked nine years at Edward Jones before joining Raymond James in 2022. Skinner is also involved in managing and investing in real estate through several business entities. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm provides tailored, non-discretionary planning and utilizes advanced risk profiling and modeling tools to support client goals.

Allen Rand is a financial advisor at Wells Fargo Advisors with a Series 66 designation and five years of industry experience. His previous roles include positions at Wells Fargo Clearing, Bank of America N.A., Merrill, and various non-financial organizations. 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 develops tailored recommendations using proprietary research and tools, with clients able to choose whether to implement these through brokerage or advisory programs.

Vickie Boggio is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and with 20 years of industry experience. She has been with Cetera and its affiliates since 2013. Boggio serves as a citizen trustee on the Longview Fireman's Relief and Retirement Fund Board of Trustees, where she is involved in reviewing retirement and disability claims. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, employer-sponsored retirement, corporate, charitable, and institutional clients through a large nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services with access to both affiliated and unaffiliated third-party managers within multiple program structures.

Jerry Martin is a financial advisor with LPL Financial in Longview, TX, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His career includes prior roles at Raymond James Financial Services Advisors, Inc. and TBT Financial Services, and he is also involved with JMCC Investments LLC. Additionally, Martin maintains a small non-investment-related business entity, JL-Martin LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a diverse client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, combining discretionary and non-discretionary management with research and model portfolios from LPL Research and third-party subadvisors.

Jonathan Killingsworth is a financial advisor with Wells Fargo Advisors in Longview, TX, holding Series 63 and Series 65 licenses and having 15 years of industry experience. His career includes roles at Wells Fargo Advisors LLC and Wells Fargo Clearing. Outside of his advisory work, he is involved with RAF Ventures LLC, an investment-related business based in Longview. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients through a broad menu of planning options, including specialized services like business-owner transition and special-needs planning. The firm uses Wells Fargo research and tools to develop tailored recommendations, with clients deciding how to implement them through various brokerage and advisory programs.

Matthew Simcox is a financial advisor with Ameriprise in Longview, Texas, holding a Series 66 designation and nine years of industry experience. Prior to his current role, he was associated with Edward Jones and operated The Simcox Law Firm, P.L.L.C. He serves on the board of Jericho Road Ministries. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning services that include written recommendations and ongoing annual advice focused on dependable income sources and tax-aware withdrawal strategies.

Brent Brookshire is a financial advisor at Edward Jones in Longview, TX, holding a Series 66 designation with nine years of industry experience. His previous roles include positions at Bank of America, LPL Financial, Southside Bank, Tranamerica Life Insurance, and ownership of Golden Fire LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies supported by a large network of financial advisors and branch offices.

Dana Napier is a CFP® with 31 years of experience in the financial services industry. He is currently with Wells Fargo Advisors, where he has worked since 2022, following prior roles within the Wells Fargo organization dating back to 2009. Outside of his advisory role, he owns Napier Investment Service, LLC, a separate investment-related business. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of investment and financial planning services. The firm provides tailored recommendations supported by Wells Fargo research and planning tools, covering various specialized planning areas and integrates advisory services with other financial products and referral channels.

Andrew Burnfield is a financial advisor at Primerica Advisors with 11 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Primerica Advisors since 2015. Outside of advising, he operated Burnfield Studios, LLC from 2013 to 2019 and has been involved with local PTA organizations. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm employs model-based strategies managed by unaffiliated asset managers and supports trade execution and custody through established third parties.

Asa Dewitz is a financial advisor at Cetera with four years of industry experience. He holds a Series 66 designation and has worked at Cetera and Cetera Investment Services LLC since 2022. Prior to his advisory role, Asa has held various positions including roles at Regions Bank and Sam Houston State University. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and retirement services, utilizing multiple program structures and custodial relationships to provide tailored investment solutions.

Kevin Rossow is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and 11 years of industry experience. His prior roles include positions at JP Morgan Securities and J.P. Morgan Chase Bank. He serves as treasurer for the Spring Hill Education Foundation in Longview, TX. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a broad range of investment options that include insurance-related vehicles and bank deposit sweep programs.

Shane Sherwood is a financial advisor with Ameriprise in Hallsville, TX, holding CFP® and ChFC® designations and over 26 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Outside of his advisory role, Sherwood serves as Assistant Treasurer on the Board of Directors for the First Baptist Church of Hallsville. Ameriprise offers retirement-income planning services aimed at individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to produce tailored recommendation reports. As a large institutional firm, Ameriprise provides a broad array of advisory, brokerage, and insurance solutions through its affiliated companies.

Erin Whitehurst is a financial advisor with LPL Financial in Longview, TX, holding a Series 66 designation and three years of industry experience. She previously worked at Texas Bank and Trust for 17 years before joining Capital Wealth Group and subsequently LPL Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a large national network. The firm offers a range of advisory programs, financial planning, and retirement plan consulting services, utilizing both discretionary and non-discretionary management supported by internal and third-party research.

Li Ann James is a financial advisor at Morgan Stanley with Series 63 and Series 65 credentials and one year of industry experience. Her prior roles include positions at the Center for International Business Studies and Texas A&M University. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s approach includes structured discovery conversations and firm-approved planning tools to support clients’ financial planning needs.

Chris Smith is the Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2025. He has been with Fidelity Investments since 2014, progressing through positions including Investment Consultant and Financial Consultant. Prior to joining Fidelity, Chris worked at Stifel Investments as a Financial Advisor and Registered Client Service Associate. With extensive experience in financial consulting and investment, Chris focuses on providing personalized financial planning to assist clients in achieving their goals throughout different stages of their financial lives. He holds a California Insurance License, supporting his advisory capabilities. Chris is committed to understanding clients' needs to deliver tailored financial strategies.

Lance Slaten is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Edward Jones since 2012. He holds the Series 66 designation and is based in Longview, TX. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard and supported by a large nationwide network of financial advisors and branch offices.