Brian Bogue is a financial advisor at LPL Financial with 24 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at several firms, including PNC Investments and BBVA-affiliated companies, before joining LPL Financial in 2023. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services through a large network of advisors, employing a variety of strategies and technology tools.

Ashley Dusek is a financial advisor with LPL Financial holding CFP®, Series 63, and Series 65 credentials and has 24 years of industry experience. She has worked at LPL Financial since 2018 and previously spent over a decade at Avantax Investment Services, Inc. Dusek is also involved with Benchmark Financial Services, LLC, an entity related to her current LPL business. 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 advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by extensive advisor resources and technology.

Joseph Wright is a financial advisor at Edward Jones with 8 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2017. Prior to joining Edward Jones, he worked in the automotive industry for over two decades, including positions at Orr Motors of Longview and Lively Cadillac GMC Co. Inc. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and 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.

Kellyn Drayer is a CFP® professional at Stifel with 40 years of industry experience. Drayer has been with Stifel since 2009 and has a longstanding affiliation with Irving J. Drayer, M.D., P.A. Outside of advising, Drayer serves on several local boards, including the civic organization Longview 2020 and the Wece B. and Martha Johnson Foundation, and holds leadership roles in financial committees for the CHRISTUS Good Shepherd Foundation. Stifel serves a broad client base including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Jaseth Bassaragh is a financial advisor with Primerica Advisors in Longview, TX, holding Series 63 and Series 65 credentials and eight years of industry experience. His work history includes roles at PFS Investments Inc. since 2017 and Primerica Financial Services since 2013, along with self-employment as a notary in New York. He is involved in sales of investment-related products and also participates in the sale of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and separately managed account options primarily to individual and high-net-worth clients. The firm curates third-party asset managers and utilizes a tiered wrap fee structure, with portfolio implementation delegated to BNY Mellon Advisors.

Glenn Collier is a financial advisor with Wells Fargo Advisors in Longview, TX, holding Series 63 and Series 65 designations and 34 years of industry experience. His prior experience includes roles at Wells Fargo Clearing and Morgan Keegan & Company, LLC. Outside of his advisory work, he is an elder at Judson Road Church of Christ and co-owner of a retail jewelry business, The Diamond Lady. Wells Fargo Advisors serves individuals, trusts, and institutional clients, offering investment and fee-based financial planning services across a broad range of needs, including retirement, education, and specialized areas such as business-owner transition and special-needs planning. Advisors use Wells Fargo research and planning tools to develop tailored recommendations delivered through meetings and written summaries.

Michael Graves is a financial advisor with Morgan Stanley in Longview, TX, holding a Series 66 designation and possessing 19 years of industry experience. Prior to joining Morgan Stanley, he worked at Citigroup Global Markets, Wells Fargo Clearing, and A. G. Edwards & Sons. He serves on the boards of Pine Tree Independent School and First Baptist Church of Longview. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutions, including customized financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers both individual and corporate financial planning solutions.

Bruce Cammack is a financial advisor at RBC Capital Markets with 35 years of industry experience. He holds Series 63 and Series 66 licenses and has been with RBC Capital Markets since 2008, also working at City National Bank since 2019. He serves on the steering committee of the Longview Museum of Fine Arts and participates in activities supporting the Gregg County Historical Museum. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, and charitable organizations by providing discretionary and non-discretionary portfolio management, financial planning, and brokerage services tailored to each client’s Advisory Risk Profile.

Matthew Williams is a financial advisor with Thrivent Investment Management in Longview, TX, holding Series 63 and Series 65 licenses and two years of industry experience. His prior work includes roles at Equitable Advisors and positions within educational institutions. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations across various financial planning topics without implementation. The firm combines holistic, goal-based analyses with optional managed-account services under a consolidated billing arrangement.

Kelon Hall is a CFP® professional with 31 years of industry experience, currently serving as a financial advisor at LPL Financial since 2018. His prior experience includes roles at 1 St Global Insurance Services, 1st Global Advisors, Inc., and 1st Global Capital Corp. Outside of his advisory work, Hall operates Hall, Weaver & Associates, PLLC, where he provides tax preparation and accounting services. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm supports a broad range of investment approaches through a large network of advisors and combines advisory services with complementary financial products and partnerships.

Clinton Quinn is a CFP® and Series 66-licensed financial advisor at OSAIC with five years of industry experience. His prior roles include positions at SagePoint Financial, LPL Financial, Raymond James Financial Services, and BTH Bank NA. Outside of his advisory work, he serves as an officer of Elite Dance Center, LLC, a dance instruction studio co-owned by his wife. OSAIC Wealth serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform offering both brokerage and advisory services. The firm employs a model-based investment approach with portfolio optimization tools and supports a variety of managed account programs across multiple affiliated entities.

Richard James is a financial advisor with Morgan Stanley in Longview, Texas, holding Series 63 and Series 65 licenses and bringing 47 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, and previously at Citigroup Global Markets from 1993 to 2009. Outside of his advisory role, he manages family land and mineral interests as a partner in T & M James Family LP. Morgan Stanley Wealth Management serves both individual and institutional clients with a wide range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets. Their planning process involves structured discovery and firm-approved tools but does not include individual security recommendations in standalone plans.

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.

Harry Headrick is a financial advisor with LPL Financial in Longview, TX, holding Series 63 and Series 66 licenses and bringing 46 years of industry experience. He previously worked at Morgan Keegan & Company, LLC and RBC Capital Markets. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers diverse financial planning and investment management services, utilizing various model portfolios and third-party subadvisors, supported by extensive operational tools and a broad range of financial products.

Steven Judy is a financial advisor at Ameriprise Financial Services with 33 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Clearing and UBS Financial Services. Judy is based in Longview, TX. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service providing written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Brandon Williamson is a financial advisor with Edward Jones in Kilgore, TX, holding a Series 66 designation and two years of industry experience. Before joining Edward Jones in 2024, he worked in various educational roles across multiple school districts from 2016 to 2024. Outside of advising, he is the sole proprietor of Rapid Hay Services LLC, a maintenance business for rental properties. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both high-net-worth and non-high-net-worth households. The firm manages over $1 trillion in assets through a broad network of financial advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Jonathan Cromer is a financial advisor with LPL Financial in Longview, TX, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Raymond James Financial Services and Texas Bank and Trust. Outside of his advisory work, he owns Inspire HTC LLC, a home-based photography business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by technology tools and a broad non-advisory financial services network.

Breandan Pogue is a financial advisor with Edward Jones in Hallsville, TX, holding a Series 66 credential and nine years of industry experience. His prior experience includes roles at Raymond James Financial Services, Concurrent Advisors, Eagle Capital Advisors, and a previous tenure with Edward Jones. He also spent one year at Bizzwebz.com. Edward Jones is a full-service wealth management firm serving both individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs and investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

William Chinn is a financial advisor at Wells Fargo Advisors with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing and RBC Capital Markets in prior roles. Outside of advising, he is an author involved in book publishing. Wells Fargo Advisors serves individual, trust, and institutional clients by providing investment and fee-based financial planning services, offering a broad range of planning options tailored to clients who meet specific net-worth criteria. The firm integrates advisory services with various financial products and referral channels, allowing personalized recommendations supported by Wells Fargo research and planning tools.

Reece Nichols is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 credentials and over 24 years of industry experience. He worked at Edward Jones for 25 years before joining Raymond James Financial Services Advisors, Inc. in 2026. Outside of his advisory role, Nichols is involved in managing timber and cattle businesses and serves on the Kilgore College Foundation board. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, corporations, and institutional clients. The firm employs tailored, non-discretionary planning and analytical tools to support client goals and maintains specialized offerings such as municipal advisory services and SIMPLE IRA employer consulting programs.