William Winegar is a financial advisor with Cetera, holding a Series 66 designation and based in Tyler, TX. He has been in the industry since 2025 and has experience working at Cetera Wealth Services, Adams Financial Group, and Cetera. Outside of his advisory roles, he has been involved with Parkway Hills Baptist Church and the Southern Baptists of Texas Foundation, and he has also worked in nonprofit and educational settings including Dallas Baptist University. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to affiliated and unaffiliated third-party managers.

Nathan Mcabee is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in creating personalized wealth management strategies tailored to clients' individual financial goals. Nathan works closely with clients to help them navigate areas such as college education planning, employee benefits planning, managing new wealth, personal retirement planning, portfolio management services, tax minimization, and retirement income. Nathan holds a Bachelor's Degree from Centenary College of Louisiana and is a CERTIFIED FINANCIAL PLANNER™ professional, as well as a Personal Investment Advisor (PIA). He is committed to operating with integrity and ethics, consistently striving to do the right thing for his clients. Outside of his professional work, Nathan enjoys camping, gardening, hunting, and spending time with his family. He also values community involvement and dedicates time to volunteering with local organizations.

Tyler Lewis is a financial advisor with LPL Financial in Tyler, Texas, holding Series 63 and Series 65 licenses and having 11 years of industry experience. He previously worked at Wells Fargo Clearing, Wells Fargo Advisors LLC, and PNC Managed Account Solutions. Tyler is also involved as an agent with Ash Brokerage and DPL for non-variable insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, utilizing both proprietary and third-party strategies on discretionary and non-discretionary bases.

Sarah Barber is a Series 66 licensed financial advisor with Merrill in Tyler, Texas, where she has worked since 2015. She has 10 years of industry experience. Outside of her advisory role, she is a general partner of Card My Yard Tyler, a yard greeting business. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for a range of clients including individuals, high-net-worth clients, and institutional investors.

Austin Dent is a financial advisor with Wells Fargo Clearing in Fort Worth, TX, holding Series 63 and Series 65 credentials and two years of industry experience. His prior roles include positions at Huntington National Bank and The Huntington Investment Company. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory options. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Steven Dickerson is a Senior Financial Advisor at Merrill Lynch Wealth Management. He brings extensive experience in wealth management with a focus on pre- and post-retirement financial strategies and retirement income management. Steven works closely with clients to understand their financial goals and aspirations, tailoring investment approaches to meet the unique needs of individuals and families. His expertise includes investment research, analysis, and portfolio development. Steven holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) professional designations. He earned a High School Diploma/GED from Baylor University.

Phillip Brenneman is a financial advisor at UBS Financial Services in Tyler, TX, holding Series 63 and Series 65 designations with 25 years of industry experience. He has been with UBS since 2014. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and uses proprietary research and models to tailor investment strategies.

Victoria Sorrell is a financial advisor at Merrill with 27 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Merrill since 2009 and Bank of America, N.A. since 2011. Outside of her advisory role, she owns a business in Jacksonville, Texas. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions (SPS) Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jacquelyn Gutierrez is a financial advisor with Merrill in Tyler, TX, holding a Series 66 designation and 11 years of industry experience. Her prior work history includes roles at Bank of America, Edward Jones, and Merrill Lynch Pierce Fenner & Smith Inc. She serves as board secretary for Crowning Inclusion, a charitable and educational organization. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Michael C. Seamands is a financial advisor at UBS Financial Services with 48 years of industry experience. He has been with UBS since 1994 and holds a Series 63 designation. Outside of his advisory role, Seamands is an officer of Thiophenes LLC, an oil and gas company focused on simplifying oil and gas investments in Texas and Mississippi. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor investment plans.

Leesa Hedge is a financial advisor at Merrill with 18 years of industry experience and holds a Series 66 designation. She has been with Merrill Lynch since 2008 and has concurrently worked at Bank of America, NA since 2009. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.

Christopher Ivey is a financial advisor with Edward Jones in Tyler, TX, holding a Series 66 designation and seven years of industry experience. He has worked at Edward Jones since 2018 and previously spent 16 years at EHI Holdings. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households of varying net worth, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors and offers a range of discretionary and non-discretionary investment strategies, along with affiliated mutual funds and a proprietary money market fund.

Rodney Boaz is a Series 66-licensed financial advisor with Ameriprise Financial Services LLC in Tyler, TX, where he has worked since 2013. He has 16 years of industry experience. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement who meet specific asset criteria, providing detailed recommendation reports on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to support its recommendations and delivers services through a centralized consulting team alongside its large network of advisors.

Robin Cromer is a financial advisor at Edward Jones in Tyler, TX, holding a Series 66 designation with 12 years of industry experience. He has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors. The firm offers a range of advisory strategies, separately managed accounts, and proprietary investment products, operating under a fiduciary standard and supported by a nationwide network of more than 23,700 advisors.

Gary Miller is a Wealth Management Advisor at Merrill Lynch Wealth Management. He has more than 20 years of experience in the financial services industry, including over 10 years in the insurance sector before joining Merrill Lynch in 2000. Gary's role involves building client relationships, asset allocation modeling, and creating customized wealth management strategies for institutions and high-net-worth clients, with a focus on professionals and entrepreneurs nearing retirement. He is a qualified Portfolio Manager, managing personalized or defined investment strategies that may include individual stocks and bonds, Merrill Lynch model portfolios, and third-party investment options. In the firm's Investment Advisory Program, he may manage these strategies on a discretionary basis. Gary holds several professional designations, including the Chartered Financial Consultant (ChFC) from the American College of Financial Services, the Chartered Advisor in Philanthropy (CAP), and the Chartered Retirement Planning Counselor (CRPC) offered through the College for Financial Planning Institutes Corp. He earned a bachelor's degree in business from Stephen F. Austin State University in Nacogdoches, Texas. He resides in Tyler, Texas, with his wife, Dorota, and their twin daughters, Isabella and Sophie.

Shannon Strickland is a Wealth Management Advisor and First Vice President at Merrill Lynch Wealth Management. He joined Merrill Lynch in 1998 and has over 35 years of experience in the financial industry. Shannon holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation, awarded by the Certified Financial Planner Board of Standards, Inc., and additional credentials including Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Shannon earned an Associate's Degree from Tyler Junior College and a Bachelor's Degree in Business Administration from the University of Texas at Tyler. He specializes in working with high-net-worth individuals to identify financial needs and goals, develop comprehensive wealth management strategies, and assist clients in tax-efficient wealth transfer. His client focus areas include college education planning, employee benefits, retirement income, portfolio management, small business strategies, and tax minimization. Residing in rural Bullard, Texas, Shannon shares his home with his two heelers, Junior and Sonny.

Earl Hengen is a Series 66 licensed financial advisor with Edward Jones in Flint, Texas, where he has worked since 2007, totaling 25 years of industry experience. Outside of his advisory role, he owns a rental property in Tyler, Texas, which is managed through Airbnb. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors, and offers a range of advisory programs and investment solutions supported by a nationwide network of financial advisors and branch offices.

Shaune Martinez is a Series 66-licensed financial advisor with seven years of industry experience, currently with Raymond James Financial in Tyler, TX. Prior to joining Raymond James, Martinez worked at Edward Jones for five years and has experience in both wealth management and banking. Outside of his financial career, he serves as a music leader for Sunday services at Mt Carmel Baptist Church. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary advisory services supported by analytical tools and maintains unique municipal advisory capabilities alongside specialized retirement plan consulting.

Wilda Adams is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 38 years of industry experience. She has worked at Cetera since 2023 and previously spent over two decades with Securian Financial Services. Cetera Investment Advisers LLC is a nationwide SEC-registered adviser serving individual, corporate, charitable, employer-sponsored retirement, and institutional clients through a multi-manager platform offering discretionary and non-discretionary portfolio management, financial planning, and a range of program options.

Mara Corley is a Wealth Management Advisor with Merrill Lynch Wealth Management. She specializes in Family Wealth Management Strategies, Legacy Planning, Liquidity Management, Managing New Wealth, Personal Retirement Planning, Portfolio Management Services, and Retirement Income. Mara focuses on developing personalized financial strategies to help clients pursue their long-term goals through a comprehensive understanding of their full financial picture. She holds a Bachelor's Degree from Montclair State University and has earned multiple professional designations, including Certified Plan Fiduciary Advisor (CPFA), Certified Private Wealth Advisor (CPWA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Mara's approach is grounded in a strong sense of character and commitment to guiding clients through various market cycles. Outside of her professional role, Mara participates in community volunteering and enjoys golfing, ice hockey, and traveling. Her personal philosophy emphasizes the pursuit of happiness as an ongoing process, which influences how she manages client relationships and priorities.