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.

Blake White is a CFP® with 13 years of industry experience, currently affiliated with OSAIC. His prior roles include positions at Woodbury Financial Services, LPL Financial, Investment Centers of America, and Capital One Investing. Outside of advising, he serves on the board of Junior Achievement of East Texas and operates an online sports card business, as well as an author with a book available on Amazon. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporations. The firm offers a range of brokerage and advisory services through a multi-advisor platform, emphasizing model-based asset allocation and portfolio optimization.

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 at Morgan Stanley with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, following a 16-year tenure at Citigroup Global Markets. Outside of his advisory role, he is involved as an independent distributor for Young Living essential oils. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a wide range of advisory programs to individuals and institutions. The firm offers tailored financial planning supported by firm-approved tools and serves clients both directly and through corporate financial planning agreements.

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.

Michael Stevens is a financial advisor with Cetera, holding a Series 66 designation and 18 years of industry experience. His career includes roles at Avantax Advisory Services and Colonial Life. Outside of his advisory work, he is involved in managing an outdoor adventure business offering watercraft rentals and guide services, and he serves as an executor for estate administration. Cetera Investment Advisers LLC is an SEC-registered firm that serves a wide range of clients, including individual investors, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers multiple portfolio management options and financial planning services through a large nationwide network of independent advisors.

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 registrations and possessing 34 years of industry experience. His prior roles include positions at Raymond James Financial Services Advisors, Inc. from 2010 to 2021 and multiple entities related to TBT Financial Services. He also operates JMCC Investments LLC and JL-Martin LLC as personal business entities. 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 services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Jonathan Killingsworth is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. His prior roles include seven years at Wells Fargo Clearing and two years at M HOLDINGS SECURITIES, Inc. Outside of advising, he has interests in investment-related ventures through RAF VENTURES LLC and holds minority stakes in other investment entities. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutions by providing investment and fee-based financial planning services. The firm offers a broad range of planning options tailored to clients meeting specific net-worth criteria, utilizing proprietary research and tools to develop personalized recommendations.

Kasey Cram is a financial advisor at Edward Jones in Marshall, TX, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones, Kasey worked at Amore Mio Trattoria and was a full-time student for eight years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment advisory programs and maintaining a large national network of financial advisors and branch offices.

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® professional with 31 years of industry experience, currently with Wells Fargo Advisors since 2022. Prior to this, he worked at Wells Fargo Clearing from 2016 to 2022 and A. G. Edwards & Sons, Inc. from 1994 to 2008. He also owns Napier Investment Service, LLC, an investment-related business based in Texas. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser 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 niche areas such as business-owner transition and special-needs analysis, using Wells Fargo research and tools to develop tailored recommendations.

Andrew Burnfield is a financial advisor with Primerica Advisors in Longview, TX, holding Series 65 and Series 63 credentials and 11 years of industry experience. He has been with Primerica Advisors since 2015 and previously operated Burnfield Studios, LLC. He also has experience in volunteer roles with the Texas PTA and Pine Tree PTA. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, using model-delivery strategies managed by unaffiliated asset managers and supported by custodial and trade execution services. The firm serves primarily individual investors across a broad range of account sizes and offers a range of strategic and tactical investment models.

James Thomas is a financial advisor with Edward Jones in Marshall, TX, holding Series 63 and Series 66 licenses and 20 years of industry experience. He has been with Edward Jones since 2005. Outside of his advisory role, he has involvement in royalty interests related to Basa Resources and holds positions with COG Operating LLC and Texas Petroleum Investment Co without active responsibilities. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a wide range of advisory services, including discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets through a network of more than 23,000 financial advisors and maintains capabilities beyond advisory services such as a trust company and securities-based lending.

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 CFP® and ChFC® credentialed advisor with 27 years of industry experience, currently practicing at Ameriprise in Longview, TX. He has been with Ameriprise and its related entities since 2005. Sherwood serves as Assistant Treasurer on the Board of Directors for the First Baptist Church of Hallsville. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning focused on dependable income sources and tax-aware withdrawal strategies. The firm uses a centralized service team to produce detailed recommendation reports that integrate proprietary research, third-party data, and algorithmic tools.

Erin Whitehurst is a financial advisor with LPL Financial, holding a Series 66 designation and four years of industry experience. Prior to joining LPL in 2021, she worked at Capital Wealth Group and spent 17 years at Texas Bank and Trust. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting its network of more than 22,900 advisors.