Chris Smith is the Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2025. He has been with Fidelity Investments since 2014, progressing through positions including Investment Consultant and Financial Consultant. Prior to joining Fidelity, Chris worked at Stifel Investments as a Financial Advisor and Registered Client Service Associate. With extensive experience in financial consulting and investment, Chris focuses on providing personalized financial planning to assist clients in achieving their goals throughout different stages of their financial lives. He holds a California Insurance License, supporting his advisory capabilities. Chris is committed to understanding clients' needs to deliver tailored financial strategies.

Lance Slaten is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Edward Jones since 2012. He holds the Series 66 designation and is based in Longview, TX. 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 strategies, operating under a fiduciary standard and supported by a large nationwide network of financial advisors and branch offices.

Brian Bogue is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and bringing 24 years of industry experience. His prior roles include positions at PNC Investments, BBVA Securities Inc., and Compass Bank. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services, with both discretionary and non-discretionary management supported by research from LPL Research and third-party subadvisors.

Ashley Dusek is a financial advisor with LPL Financial in Longview, TX, holding the CFP® designation and Series 63 and 65 licenses. She has 24 years of industry experience, including prior roles at Avantax Advisory Services and Benchmark Financial Services. Dusek is also involved with Benchmark Wealth Partners, LLC, which operates as a DBA for her LPL business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network. The firm offers a range of advisory programs, financial planning, and retirement consulting services, utilizing both discretionary and non-discretionary management and model portfolios supported by research from internal and third-party sources.

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.

Chad Burkhalter is a financial advisor at Edward Jones with 25 years of industry experience. He has been with Edward Jones since 2012 and holds Series 63 and Series 65 registrations. Outside of his advisory role, he serves as a basketball referee for the Texas High School Basketball Officiating Association. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a broad range of financial needs. The firm manages over $1 trillion in assets and offers advisory programs that include discretionary and non-discretionary strategies, access to separately managed accounts, affiliated mutual funds, and various overlay and tax-efficient services.

Glenn Collier is a financial advisor at Wells Fargo Advisors with 33 years of industry experience. He holds Series 63 and Series 65 credentials. Prior to his current role, he worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory work, he is a partial owner of a retail jewelry business and serves as an elder at Judson Road Church of Christ in Longview, TX. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options, including retirement and business-owner transition planning, using Wells Fargo research and tools to develop tailored client recommendations.

Michael Graves is a financial advisor with Morgan Stanley in Longview, TX, holding a Series 66 designation and bringing 18 years of industry experience. He has worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and CitiGroup Global Markets. Graves 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 offers a broad range of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and analysis from its Global Investment Committee.

Bruce Cammack is a financial advisor with RBC Capital Markets in Longview, TX, holding Series 63 and Series 66 licenses and with 34 years of industry experience. He has worked at RBC Capital Markets since 2008 and at City National Bank since 2019. Outside of his advisory role, he serves on the steering committee of the Longview Museum of Fine Arts and participates in advisory meetings for the Gregg County Historical Museum. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse range of clients including individual investors, institutional clients, and charitable organizations. The firm offers various advisory programs with tailored portfolio management, financial planning, and brokerage services, utilizing both in-house and third-party investment management resources.

Matthew Williams is a financial advisor at Thrivent Investment Management with two years of industry experience. He holds Series 65 and Series 63 licenses and has prior experience at Equitable Advisors and in the education sector with North East ISD and Northside ISD. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based analyses and a combined planning and managed-account program called “WealthPlan,” while keeping planning and investment management services separate.

Kelon Hall is a CFP®-certified financial advisor with 31 years of industry experience, currently with LPL Financial since 2018. He previously worked at 1st Global Insurance Services, 1st Global Advisors, Inc., and 1st Global Capital Corp. from 2006 to 2018, and operated his own CPA and CFP practice from 1995 to 2021. Hall is also involved in accounting activities, including work as an in-house accountant for Four-S Oil Co. LTD and tax preparation through Hall, Weaver & Associates, PLLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, and charitable organizations. The firm offers various advisory programs, financial planning, and brokerage services supported by research and model portfolios from LPL Research and third-party providers.

Clinton Quinn is a CFP®-certified financial advisor with five years of industry experience, currently with OSAIC. His prior roles include positions at SagePoint Financial, LPL Financial, and Raymond James Financial Services. Quinn is listed as an officer of Elite Dance Center, LLC, a dance instruction studio co-owned by his wife, although he has no operational duties or ownership in the business. OSAIC serves a diverse client base including individual investors, pension plans, and charitable organizations through a large network of affiliated advisers. The firm offers a range of advisory services utilizing asset-allocation tools and third-party managers to create portfolios that may include equities, fixed income, alternatives, and managed accounts.

Richard James is a financial advisor at Morgan Stanley with 47 years of industry experience. He holds Series 63 and Series 65 designations and has been with Morgan Stanley and its affiliated entities since 2009. Outside of his advisory role, he is involved as managing partner in family land and mineral interests in Texas. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, providing tailored financial planning supported by firm-approved tools and strategies.

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 credentials and bringing 45 years of industry experience. He has been with LPL Financial since 2012. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and other services, utilizing both discretionary and non-discretionary management and a variety of model portfolios and research resources.

Steven Judy is a financial advisor with Ameriprise Financial Services LLC in Longview, TX, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His prior experience includes roles at Wells Fargo Advisors LLC and Wells Fargo Clearing, spanning over a decade. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing tax-aware retirement income planning, focusing on dependable income sources for clients approaching or in retirement.

Jonathan Cromer is a financial advisor with LPL Financial, holding a Series 66 designation and seven years of industry experience. He previously worked 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 SEC-registered investment adviser and broker-dealer serving individual clients, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services supported by research and model portfolios from both internal and third-party sources.

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 with Wells Fargo Advisors in Longview, Texas, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with Wells Fargo in various roles since 2005. Outside of his advisory work, Chinn is an author with multiple published books. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients through a broad range of investment and financial planning services, utilizing proprietary research and planning tools to deliver tailored recommendations.