Thomas Perkins is a financial advisor with Thurston Springer Advisors in Tyler, TX, holding a Series 66 credential and nine years of industry experience. He previously worked at Edward Jones for nine years and Amkor Technology for three years. Perkins serves as a Battalion Commander with the Texas State Guard and is a member of the Tyler Economic Development Council Board of Directors. Thurston Springer Advisors serves individual clients, corporations, retirement plans, and institutional entities with tailored financial planning, portfolio management, and fiduciary services. The firm offers a range of discretionary and non-discretionary investment programs and employs strategies including buy-and-hold, asset allocation, and tactical momentum approaches that integrate technical and fundamental analysis.

Jamison Bays is a CFP® and Series 66-licensed financial advisor with two years of industry experience. He is currently with Thurston Springer Advisors and previously worked at Wells Fargo Advisors. Bays serves as a board member of the Nacogdoches Rotary Club beginning in 2026. Thurston Springer Advisors provides financial planning, portfolio management, and fiduciary services to individuals, corporations, retirement plans, and other entities. The firm offers a range of discretionary and non-discretionary investment programs with strategies that include buy-and-hold, asset allocation, and tactical approaches.

Deborah Vinson is a financial advisor with LaSalle St. Investment Advisors, L.L.C. in Tyler, TX. She holds a Series 65 designation and has 10 years of industry experience. Since 2013, she has also been involved with Income Portfolio Strategies. Outside of her advisory role, she participates in Potpourri House, a professional networking group for local business professionals. LaSalle St. Investment Advisors offers fee-based financial planning and investment supervisory services to individuals, trusts, pension plans, charitable organizations, and small businesses. The firm provides both non-discretionary and discretionary investment programs, emphasizes a predominance of non-discretionary asset management, and employs a blend of mutual funds, ETFs, equities, fixed income, and options.

Marvin Dennard is a financial advisor with ON Investment Management Company based in Tyler, Texas. He holds Series 63 and Series 65 credentials and has 17 years of industry experience. Dennard’s work history includes positions at The O.N. Equity Sales Company and Ohio National Financial Services since 2011, as well as Henry Dennard Pfp since 2008. Outside of advising, he serves as an elder and check signer for Calvary Baptist Church. ON Investment Management Company is a SEC-registered adviser and a subsidiary of The O.N. Equity Sales Company, providing financial planning, portfolio management, and retirement-plan advisory services to individuals, families, trusts, estates, charitable organizations, businesses, and ERISA plan sponsors. The firm offers a range of investment programs and advisory services, operating a dual-registration model that includes broker-dealer activities alongside advisory relationships.

Jocelyn Bryant is a financial advisor at LaSalle St. Investment Advisors, L.L.C. with five years of industry experience. She holds a Series 65 designation and has worked at LaSalle St. Investment Advisors since 2018. Jocelyn is also involved with Wealth Space, LLC, an alternative investment business. LaSalle St. Investment Advisors provides personalized, fee-based financial planning and investment supervisory services to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and small businesses. The firm offers both non-discretionary and discretionary management programs and is notable for its predominance of non-discretionary assets under management.

George Truitt Jr. is a financial advisor with Geneos Wealth Management, Inc. in Tyler, TX, holding a Series 63 designation and 25 years of industry experience. He has been associated with William F. Robertson & Associates and Geneos Wealth Management since 2007. Outside of advisory work, he is involved in tax preparation and operates KS Financial Group Inc. Geneos Wealth Management serves a diverse client base, including individuals, trusts, pension plans, corporations, and charitable organizations, offering financial planning, investment advisory, and brokerage services. The firm employs a range of analytic strategies and manages assets through representative-managed accounts, wrap programs, and third-party money manager referrals.

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.

Jessica Plath is a financial advisor with Integrity Alliance, LLC based in Tyler, TX. She holds Series 63 and Series 66 licenses and has six years of industry experience, including prior roles at Merrill and JP Morgan. Outside of her advisory work, she is connected through family to an agricultural equipment rental business, though she is not directly involved. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent advisers. The firm provides a range of asset management, financial planning, and consulting services, utilizing multiple investment approaches and platforms.

Laura Johnston is a CFP® certificant with 22 years of industry experience. She is currently a financial advisor with &Partners, LLC and has prior experience at Wells Fargo Advisors and Wells Fargo Clearing. &Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, foundations, universities, trusts, private businesses, and corporations. The firm offers a range of investment management and financial services using a combination of proprietary and third-party strategies, with both discretionary and non-discretionary account management.

James Rees is a financial advisor with CWM, LLC, holding Series 63 and Series 65 designations and over 32 years of industry experience. He has worked with firms including Cetera Wealth Services, Stoneway Financial LLC, and LPL Financial. Outside of his advisory roles, Rees serves as treasurer for The Magdalene Home, a nonprofit organization, and is a board member of No Hungry Children. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, corporations, and institutional clients through a network of more than 600 advisors. The firm typically manages accounts on a discretionary basis using model portfolios that integrate fundamental and technical analysis, third-party sub-advisors, and customization tools, with a particular focus on retirement plan and institutional services.

Brandon Johnston is a financial advisor at &Partners with 27 years of industry experience. He holds a Series 63 designation and has previously worked at Wells Fargo Advisors and Wells Fargo Clearing. &Partners serves a diverse client base, including high-net-worth individuals, retirement plans, charitable organizations, foundations, universities, trusts, private businesses, and corporations. The firm offers investment management and financial planning services, utilizing a mix of fundamental, technical, and quantitative analysis through both proprietary and third-party strategies.

Tonya Walsworth is a financial advisor at &Partners with 26 years of industry experience. She holds Series 63 and Series 66 designations and has worked at firms including Wells Fargo Advisors, Morgan Stanley, and Citigroup Global Markets. &Partners serves a broad mix of individual and institutional clients, providing investment management, financial and tax planning, and retirement-plan consulting through both discretionary and non-discretionary approaches. The firm utilizes a variety of analysis methods and third-party strategies while also offering municipal advisory services and subscription research products.

Kristi Moore is an investment advisor with Kestra Advisory, holding Series 63 and Series 65 credentials and bringing 21 years of industry experience. She has served in various roles since 2004, including positions at H. D. Vest Investment Services, Prothro, Wilhelmi & Company, PLLC where she is a CPA partner, and Kestra Financial Services. Outside of her advisory work, she is a managing member of Lucy Girl, LLC. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients, offering services such as fiduciary consulting, plan-level investment advice, and advisor-managed accounts. The firm manages approximately $79.8 billion in assets and serves large institutional investors, including sovereign wealth funds, while distributing multiple management platforms and third-party managed solutions.

Robert Roseman is a financial advisor with Kestra Advisory Services who holds a Series 66 credential and has 13 years of industry experience. He is also a partner at Prothro, Wilhelmi & Co. PLLC, where he has been involved in firm leadership and client accounting services since 2002. Roseman serves as board treasurer for Hospice of East Texas, a community charitable organization. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients, offering services such as fiduciary consulting, plan design, and investment advice supported by due diligence. The firm serves large institutional investors, including sovereign wealth funds, and offers multiple management platforms and third-party solutions within its supervisory framework.

Colby Rucker is a financial advisor with Eagle Strategies (New York Life) in Tyler, TX, holding Series 65 and Series 63 licenses with two years of industry experience. Prior to his current role, he has experience with NYLIFE Securities LLC and New York Life. Outside of financial services, he owns and operates Rucker Custom Homes LLC, a residential construction business. Eagle Strategies serves a diverse client base including individual investors and institutional plans, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and primarily manages assets on a non-discretionary basis 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.

Thomas Prothro is a Series 66 licensed advisor with Kestra Advisory, based in Tyler, TX, and has 20 years of experience with Kestra and over 30 years in the financial services industry. He is also a partner at Prothro, Wilhelmi & Company, PLLC, a consulting and tax/accounting firm. In addition to his advisory work, he serves as managing member of TWB Real Estate, LLC. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering a range of services including fiduciary consulting, plan design, and investment advice. The firm serves a diverse client base, including large institutional investors, and supports multiple management platforms and third-party solutions.

John Sokol is a CFA® charterholder affiliated with Kestra Advisory, where he has worked since 2016. He has 20 years of industry experience and also provides investment consulting for Roseman Wealth Advisors Insight Portfolio Management, a financial planning firm in Tyler, TX. Additionally, he serves as a committee member with the Tyler Economic Development Council, contributing to investment oversight for the nonprofit. Kestra Advisory Services offers investment advisory and retirement-plan consulting to institutional and individual clients, including plan sponsors. The firm provides a broad range of fiduciary and consulting services supported by due diligence and manages approximately $79.8 billion in assets with a focus that includes large institutional investors such as sovereign wealth funds.

Cara Castagno is a financial advisor at &PARTNERS with Series 66 credentials and one year of industry experience. Prior to joining &PARTNERS, she owned and operated Petal Patisserie, a licensed cottage bakery in Texas, and has experience working at Andrews Center and Amberton University. She is based in Tyler, TX. &PARTNERS serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers investment management, financial and tax planning, and retirement plan consulting, employing a variety of analytical approaches and both proprietary and third-party strategies.

Kathryn Diduch is a CFP®-certified financial advisor with Lincoln Investment in Tyler, TX, bringing 38 years of industry experience. She has been with Lincoln Investment Planning, Inc. since 1993 and also works with Hinton & Associates. Outside of her advisory roles, she serves as president of an independent office called East Texas Wealth Planning Advisors, Inc., which operates within Lincoln Investment. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and participants in 403(b) and 457(b) plans. The firm offers a range of financial planning and investment management services, utilizing proprietary and third-party strategies overseen by its Investment Management & Research team.