Misty Childs is a financial advisor with Berthel Fisher & Company Financial Services, Inc., holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. She has been with Berthel Fisher since 2002 and also worked with BFC Planning, Inc. from 2020 onward. Outside of advisory work, she serves as vice president of a local business networking group and is a brand partner for a wellness patch company. Berthel Fisher & Company Financial Services primarily serves individual and high-net-worth clients, offering investment advisory and financial planning services with approximately $906 million in client assets under management. The firm employs a variety of investment platforms and strategies tailored to client needs and also operates as a registered broker-dealer with an affiliated insurance agency.

Annetta Carter is a financial advisor with Impact Partnership Wealth, LLC, holding Series 63 and Series 65 licenses and five years of industry experience. She has previously worked with Magnolia Financial Strategies and operated an insurance business for six years. Outside of her advisory role, she serves on the board of a nonprofit ministry. Impact Partnership Wealth, LLC provides investment advisory services to individuals, corporations, trusts, and retirement plans, managing approximately $3 billion through a network of nearly 90 advisers. The firm offers model portfolio solutions, discretionary asset management, and retirement plan services, using a variety of investment strategies and third-party platforms.

Cheryl Germany Higgins is a financial advisor with LaSalle St. Investment Advisors, L.L.C. in Tyler, Texas, holding Series 63 and Series 66 credentials and 28 years of industry experience. Her prior firms include Chase Investment Services Corp. and Banc One Securities Corporation. Higgins volunteers monthly at a nonprofit free medical clinic in her community. LaSalle St. Investment Advisors provides personalized, fee-based financial planning and investment supervisory services to individuals, trusts, estates, pension plans, charitable organizations, and small businesses. The firm offers both non-discretionary and discretionary investment programs, including third-party manager selection, with a notable emphasis on managing non-discretionary assets.

Steven Czurak is a financial advisor with Advisory Services Network and Czurak Wealth Management, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He has been with Czurak Wealth Management since 2012 and joined Advisory Services Network in 2026. Czurak also serves as an adjunct professor at The College For Financial Planning, teaching Financial Decision Making and Portfolio Management for the master's program. Advisory Services Network is an enterprise firm with approximately 208 independent advisors serving individuals, families, corporations, and charitable organizations. The firm offers a range of services including portfolio management, financial planning, and retirement-plan consulting, overseeing about $8.6 billion in client assets.

Scott Childs is a financial advisor with Berthel Fisher & Company Financial Services, Inc., holding a Series 65 credential and with three years of industry experience. He has worked at Berthel Fisher since 2016 and is involved with Childs Capital Group, where he assists with clients and research. He is also a member of Smart Alternatives LLC, an entity focused on tax planning. Berthel Fisher & Company Financial Services provides investment advisory and financial planning services mainly to individual and high-net-worth clients, managing approximately $906 million in client assets through a variety of platforms and tailored investment strategies.

Thomas Perkins is a financial advisor with Thurston Springer Advisors in Tyler, TX, holding a Series 66 designation and nine years of industry experience. Prior to joining Thurston Springer Financial in 2026, he worked at Edward Jones for nine years and at Amkor Technology for three years. He serves as a Battalion Commander in the Texas State Guard and sits on the Board of Directors for the Tyler Economic Development Council. Thurston Springer Advisors serves individual and high-net-worth clients, as well as corporations, foundations, estates, and employer-sponsored retirement plans. The firm offers comprehensive financial planning and portfolio management with investment strategies that include both buy-and-hold and active models, alongside fiduciary services for plan sponsors.

Jamison Bays is a CFP® and Series 66-registered financial advisor at Thurston Springer Advisors with two years of industry experience. Before joining Thurston Springer in 2025, he worked at Wells Fargo Advisors and held various roles in agriculture and education, including at Stephen F. Austin. Bays is also a member of the Nacogdoches Rotary Club Board, with service beginning in 2026. Thurston Springer Advisors serves individual and high-net-worth clients, as well as corporations, foundations, estates, and employer-sponsored retirement plans. The firm offers comprehensive financial planning, portfolio management, and fiduciary services, employing both buy-and-hold and active investment strategies tailored to client goals.

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 in Tyler, TX, holding Series 63 and Series 65 credentials and with 18 years of industry experience. He has been associated with The O.N. Equity Sales Company and Ohio National Financial Services since 2011 and with Henry Dennard Pfp since 2008. Outside of advising, he serves as an elder and check signer at Calvary Baptist Church. ON Investment Management Company is a SEC-registered adviser that provides financial planning, portfolio management, and retirement-plan advisory services to individuals, families, trusts, estates, charitable organizations, businesses, and ERISA plan sponsors. The firm offers comprehensive and modular financial plans and access to a range of third-party investment programs, managing client accounts through a mix of discretionary and non-discretionary 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.

Anne Howe is a financial advisor at Geneos Wealth Management, Inc. with 29 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Geneos Wealth Management since 2003, as well as Coffman Wealth Management since 2009. Geneos Wealth Management serves a diverse client base including individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers comprehensive financial planning, investment advisory, and brokerage services, utilizing a range of analytic approaches and investment strategies tailored to client needs.

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.