Ryan Lacy is a financial advisor at Wells Fargo Advisors with five years of industry experience. His prior roles include positions at Wells Fargo Clearing and Martin Resource Management Corporation. Outside of his advisory work, he holds a CPA license in Texas. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services, using proprietary research and planning tools to deliver tailored recommendations.

Gary Vestal is a financial advisor with Edward Jones in Gilmer, Texas, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1992 and has been affiliated with San Houston State University since 1987. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both high-net-worth and non-high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a large national network of advisors and branch offices and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Robert Renicker is a CFP® professional with 22 years of industry experience, currently serving at Wells Fargo Advisors since 2022. His prior roles include positions within Wells Fargo Clearing and Wells Fargo Advisors LLC dating back to 2009. Outside of his advisory work, he serves on the board of the Green Acres Baptist Church Foundation and participates in the church’s finance and budget planning committees. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and integrates advisory offerings with other financial products through a large network of financial advisors.

Lisa Spencer is a financial advisor with Edward Jones in Gladewater, TX, holding a Series 66 designation and 17 years with the firm. She has three years of industry experience and assists in the care of a special needs child as a personal attendant in Kilgore, TX. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large national network of advisors and branch offices.

Fred Irwin Jr. is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 registrations and bringing 37 years of industry experience. He has been with Wells Fargo Advisors and its affiliates since 2009. Outside of his advisory role, he serves on the finance committee of the Evangelical Presbyterian Church in Longview, TX. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and integrates advisory offerings with other financial products and referral services.

William Williams is a financial advisor with Edward Jones in Longview, Texas, holding a Series 66 designation and 15 years of industry experience. He has been with Edward Jones since 2011. Outside of his advisory role, he is the owner of Lumberjack Investments LLC, a real estate holdings business. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a variety of advisory strategies and affiliated investment products, supported by a large network of financial advisors and branch offices nationwide.

Michael Oxsheer is a financial advisor with Edward Jones in Longview, TX, holding Series 63 and Series 66 licenses and having 12 years of industry experience. He has been with Edward Jones since 2013. Outside of his advisory role, he is involved in timber sales in Garrison, TX. 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 offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Natalie Long is a financial advisor at Edward Jones in Longview, TX, holding a Series 66 designation. She joined Edward Jones in 2025 after 13 years at RealPage. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Daniel Lynch is a financial advisor with Morgan Stanley in Longview, TX, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank since 2015. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving individual and institutional clients with a range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process using firm‑approved tools and models.

Connor Bailey is a financial advisor at Morgan Stanley with two years at the firm and one year specifically at Morgan Stanley Private Bank, N.A. He holds Series 63 and Series 65 designations and has prior experience at PNC Bank from 2022 to 2024. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning that utilizes structured discovery conversations and firm-approved tools to model potential outcomes.

Stephen Scherrey is a financial advisor at Wells Fargo Advisors with a Series 66 designation and two years of industry experience. His prior work includes roles at Promineo LLC, the University of Central Arkansas, Domino's Pizza Inc., Centennial Bank, and Conway Christian School. Wells Fargo Advisors Financial Network is a large broker‑dealer and registered investment adviser affiliated with Wells Fargo that offers investment and fee‑based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services tailored to clients meeting a net-worth threshold, employing Wells Fargo research and tools to develop customized recommendations.

Nicholas Albert is a financial advisor at Ameriprise with four years of industry experience. He holds the Series 63 and Series 65 designations. Prior to joining Ameriprise in 2022, he worked at Atwoods and held positions at Stephen F. Austin State University and Pine Tree High School. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement-income planning, utilizing proprietary research and third-party data to provide written recommendations and ongoing advice.

Todd Antonucci is a financial advisor with Stifel, holding Series 63 and Series 65 licenses and bringing six years of industry experience. He has worked at Stifel Nicolaus since 2018 and previously spent eleven years at Brown Brothers Harriman & Co. He is also a commissioned Notary Public in the State of Texas. Stifel serves a wide range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services. The firm uses a proprietary investment strategy methodology focused on forward-looking capital market assumptions and probabilistic modeling to support client decision-making.

Abbe Weaver is a financial advisor with Ameriprise in Gladewater, TX, holding Series 63 and Series 65 licenses and possessing 14 years of industry experience. She has been with Ameriprise and its affiliated entities since 2011. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its approach and delivers recommendations through a centralized consulting team working alongside client advisors.

Gregory Wallace is a CFA® charterholder and holds a Series 66 license with four years of industry experience. He has been with Stifel since 2021 and previously worked at Amegy Bank of Texas from 2015 to 2021. Outside of his financial advisory role, he serves on the Finance Subcommittee of the Leadership Committee for Westminster United Methodist Church. Stifel serves a broad client base including individuals, institutional clients, and nonprofit organizations, offering brokerage and investment advisory services. The firm uses proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group to inform client recommendations.

Terri Brown is a financial advisor with Morgan Stanley in Longview, TX, holding a Series 66 designation and 15 years of industry experience. She has been associated with Morgan Stanley since 2006, including roles at Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association. Outside of her advisory work, she is a sole proprietor of a rental property business in Lindale, Texas. Morgan Stanley Wealth Management serves individual and institutional clients, offering a variety of advisory programs and tailored financial planning supported by structured discovery processes and firm-approved planning tools.

Collin Bower is a financial advisor with Ameriprise in Longview, TX, holding Series 63 and Series 65 licenses and having two years of industry experience. He has worked at Ameriprise since 2021 and has prior experience at Curtis Blakely & Co. Bower is also the owner and Operations Specialist of TWP Operations LLC, which manages his Ameriprise advisory business. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement income planning through written recommendation reports and ongoing advice, using proprietary investment research and third-party tools.

Russell Wilson is a financial advisor with Wells Fargo Advisors in Longview, TX, holding a Series 66 credential and bringing 10 years of industry experience. He has worked at Wells Fargo Clearing and Wells Fargo Advisors, LLC prior to his current role. Outside of his advisory work, he serves as vice-president and board member for local homeowners associations. Wells Fargo Advisors Financial Network is a large broker‑dealer and registered investment adviser affiliated with Wells Fargo that offers investment and fee‑based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including specialized areas such as business‑owner transition and sports & entertainment planning, utilizing its research and planning tools to develop tailored client recommendations.

Patrick Vanburkleo is a CFP® with 34 years of industry experience, currently affiliated with LPL Financial. He has operated Van Burkleo Financial Services, L.C. since 2000 and has been associated with Linsco / Private Ledger Corp. during the same period. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services, including advisory and brokerage options, model portfolio programs, and institutional platforms.

Kenneth Chinn is a financial advisor with Wells Fargo Advisors in Longview, TX, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has been with Wells Fargo-affiliated firms since 2009. Outside of his advisory role, he is involved in authoring faith-based books and creating related video content on YouTube. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutions. The firm offers a broad range of financial planning and investment services, utilizing proprietary research and tools to develop tailored recommendations for clients.