Troy Turner is a financial advisor with Edward Jones in Mineola, TX, holding a Series 66 designation. He has one year of industry experience, joining Edward Jones in 2026 after working at Hunt's Custom Homes, Inc. from 2024 to 2026. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets, and maintains a nationwide network of financial advisors and branch offices.

Thomas Healey is a financial advisor with Charles Schwab holding Series 63 and Series 65 licenses and 24 years of industry experience. He has worked at several firms, including TD Ameritrade and Vasso & Associates, a branch of Ameriprise Financial Services. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. Schwab offers a combination of non-discretionary and discretionary investment guidance, utilizing multi-asset model portfolios and centralized operational support.

Donald Brandon is a CFP® professional with 15 years of industry experience, currently serving as a financial advisor at Edward Jones since 2014. He holds Series 63 and Series 66 licenses. Beyond his advisory role, Brandon is a board member of the Lindale Education Foundation, where he coordinates fundraising activities for local students. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm supports a large network of advisors and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Brian Hinton is a financial advisor with Ameriprise in Tyler, TX, holding a Series 66 designation and 14 years of industry experience. His prior roles include positions at AE Wealth Management LLC, Madison Avenue Securities, Texas Financial and Retirement, and Vasso and Associates. Ameriprise offers a retirement-income planning service aimed at clients with substantial investable assets, providing written recommendations on income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to support retirement planning, delivering recommendations through a centralized consulting team.

Neal Vasso is a financial advisor with Ameriprise in Tyler, TX, holding a Series 63 designation and bringing 30 years of industry experience. He has been with Ameriprise and its affiliates since 2005. Outside of his advisory role, he owns Vass Design Associates, an interior design firm. Ameriprise offers retirement-income planning services primarily for clients approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to produce tailored income strategies. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Darin Driggers is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 33 years of industry experience. He has been with Cetera and its affiliate Cetera Wealth Services, LLC since 2013. Outside of his advisory role, Driggers owns and manages an RV park in Tyler, Texas. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, as well as institutional accounts. The firm offers a range of portfolio management and consulting services through a large nationwide network of independent advisors and provides access to multiple investment strategies and program platforms.

Marion Walters is a financial advisor with Edward Jones, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. Walters has been with Edward Jones since 2001. Outside of advisory work, Walters is a partner and investor in Lee, Lang, and Walters Commercial Real Estate and a minority owner in Winona Hemp and Lone Star Cattle Company LLC. 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 solutions, supported by a nationwide network of approximately 23,701 financial advisors.

Marc Pitts is a financial advisor at LPL Financial in Tyler, TX, holding a Series 66 designation with three years of industry experience. He has been with LPL Financial since 2018 and previously worked at UT Health East Texas and Sam's Club. In addition to his advisory role, he is also a commissioned notary. 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 network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management supported by in-house and third-party research, as well as additional services such as retirement plan consulting and brokerage solutions.

James Anderson is a ChFC® credentialed financial advisor with Edward Jones in Mineola, TX, where he has worked since 2000, accumulating 26 years of industry experience. Outside of his advisory role, he is involved in raising beef cattle and selling hay on his ranch, and he serves on the Board of Directors of Beefmaster Breeders United, including committees for Advertising and Public Relations, Finance, and Audit. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over 23,700 financial advisors and $1.01 trillion in assets under management. The firm offers a range of discretionary and non-discretionary advisory programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Amy Castleberry is a financial advisor at Edward Jones with five years of industry experience. She holds the Series 66 designation and previously worked in education within the Mineola and Winona Independent School Districts. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets.

David Schamerhorn is a financial advisor at OSAIC with 39 years of industry experience. He holds a Series 63 designation and has been with OSAIC since 1995. In addition to his advisory role, he owns Schamerhorn Financial Group, through which he is involved in life insurance and fixed annuity sales. OSAIC serves a diverse client base, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations, offering integrated brokerage and advisory services. The firm employs advanced asset-allocation tools and supports both discretionary and non-discretionary portfolio management, utilizing a range of investment products and third-party solutions.

Dwight Oliver is a financial advisor at Cetera with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Securian Financial Services, Minnesota Life Insurance Co., and W J Adams and Associates Inc. since 1996. He is also active as an insurance agent specializing in fixed insurance products. Cetera Investment Advisers LLC serves a broad range of clients including individuals, retirement plans, corporate and charitable entities, and institutions. The firm offers various portfolio management and financial planning services through a nationwide network of advisors and provides access to multiple investment strategies and program platforms.

Gerald Rose II is a financial advisor with Edward Jones in Mineola, TX. He holds a Series 66 designation and has one year of industry experience. Prior to joining Edward Jones, he worked at LibertyOne Credit Union and held various positions in the financial services and retail sectors. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, and is notable for its extensive advisor and branch network as well as its affiliated mutual funds and trust services.

Andrew Focht is a financial advisor with Cetera in Tyler, Texas, holding a Series 66 license and 15 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Edward Jones. He is involved in several community organizations, serving on the finance committee of the Tyler Economic Development Council and having formerly been president of the East Texas Estate Planning Council. Cetera Investment Advisers LLC is a nationwide SEC-registered adviser serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning services, and access to third-party money managers.

Pauletta Bonner is a financial advisor with LPL Financial in Tyler, TX, holding Series 63 and Series 66 licenses and bringing 38 years of industry experience. She has been with LPL Financial since 2012. Outside of her advisory role, she owns a wedding and event planning business and serves as a substitute organist at a local church. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, banks, and corporations. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by extensive research and technology.