Heather Bates is a financial advisor with Eagle Strategies (NY Life) and holds Series 63 and Series 66 credentials. She has 12 years of industry experience and has worked with several firms, including Bates Wealth Strategies, LLC, Island Wealth Strategies & Insurance Solutions LLC, and Johnson Financial Strategies, LLC. Outside of her advisory role, she serves on the Christus Trinity Mother Frances Foundation Women’s Board and owns a residential cleaning business. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm offers multiple program types and emphasizes tailored recommendations, managing the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Stephen Mercer is a Series 66-licensed financial advisor with Principal Financial Services in Tyler, Texas. He has 26 years of industry experience, including 23 years with Principal Financial Services and Principal Life Insurance Company. Mercer is also involved in outside insurance activities, including fixed annuities, fixed life, long-term care, group, health, and disability insurance. Principal Securities provides brokerage and registered investment advisory services to a broad client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel abroad. The firm’s advisory services include direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Gregory Strnadel is a financial advisor with &Partners, holding Series 63 and Series 65 designations and over 37 years of industry experience. His prior roles include positions at Wells Fargo Advisors and Wells Fargo Clearing. Outside of advising, he owns and manages a hunting and fishing property and is involved in aircraft ownership. &Partners serves a diverse client base including high-net-worth individuals, retirement plans, and charitable organizations, offering investment management and financial planning services through a combination of discretionary and non-discretionary approaches using both proprietary and third-party strategies.

Joe Clark is a financial advisor with AE Wealth Management, LLC in Tyler, TX, holding a Series 65 designation and three years of industry experience. His prior work includes roles at Fisher Investment and Family First Life. Before entering the financial services industry, he worked for seven years at Clark's Feed and Fertilizer. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base including individuals, corporations, and trusts. The firm utilizes discretionary model portfolios and a variety of investment strategies, managing approximately $49.8 billion for over 127,000 clients.

John Langford is a financial advisor at Kestra Advisory with 18 years of industry experience. He holds the ChFC® designation and Series 66 license. Langford has been with Kestra Advisory since 2016 and also owns PWRR, LLC, doing business as Roseman Wealth Advisors. He serves as chairman of the board for the Alzheimer's Alliance of Smith County and is a board member of the Bethesda Foundation. Kestra Advisory Services provides investment advisory and retirement plan consulting to a diverse client base, including institutional and individual clients. The firm offers services such as plan design, fiduciary consulting, and employee education, and manages approximately $79.8 billion in assets, serving clients that include sovereign wealth funds.

Alan Roseman is a CFP® professional with 20 years of experience in the financial services industry. He has been affiliated with Kestra Advisory since 2016 and has held roles at Kestra Investment Services, LLC and Prothro, Wilhelmi & Co. since 2006. Roseman also owns Roseman Wealth Advisors, a firm providing financial and investment advisory services. Kestra Advisory Services offers investment advisory and retirement-plan consulting to plan sponsors, institutional clients, and individuals, providing services including fiduciary consulting, plan design, and employee education. The firm manages approximately $79.8 billion in assets and serves a diverse client base that includes sovereign wealth funds and large institutional investors.

Presley Johnston is a financial advisor at &PARTNERS based in Tyler, TX, holding a Series 66 designation with less than one year of industry experience. Prior to joining &PARTNERS, he held various roles in education and other sectors, including positions at Texas A&M University and several school districts. &PARTNERS serves a diverse client base that includes high-net-worth individuals, institutions, and corporations. The firm offers a range of investment management and advisory services using multiple analytical approaches and proprietary platforms, with both discretionary and non-discretionary account management options.

Rodger Johnson is a financial advisor with Eagle Strategies (NY Life) based in Tyler, TX, holding the CFP® and ChFC® designations and possessing 42 years of industry experience. He has worked with Eagle Strategies since 2008 and is also the owner of Johnson Financial Group, LLC, operating under the name Capital 5 Family Wealth. Johnson serves as a trustee and vice chairman on the board of The American College and is a board member of the East Texas Crisis Center. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm emphasizes tailored recommendations and operates primarily on a non-discretionary basis within an integrated New York Life affiliate structure.

Michael Giles is a financial advisor with PNC Wealth Management in Tyler, TX, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. Prior to joining PNC in 2021, he worked for various BBVA entities, including BBVA Compass Insurance Agency, BBVA Wealth Solutions Inc., BBVA Securities Inc., and COMPASS Bank, from 2013 to 2021. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account that uses algorithmic risk assessment and approved model strategies managed by PNC or third parties.

Billy Braly is a CFP® with 30 years of industry experience, currently serving as an advisor at Kestra Advisory. He has been with Kestra Advisory and Kestra Investment Services since 2016. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including plan sponsors, institutions, and individual investors. The firm offers services such as fiduciary consulting, plan design, and advisor-managed accounts, with an asset base of approximately $79.8 billion and clients that include sovereign wealth funds.

Eve Brewer is a financial advisor at Eagle Strategies (NY Life) based in Tyler, TX, holding a Series 66 designation with two years of industry experience. She has worked with Eagle Strategies and related entities since 2021 and previously spent ten years at Claims Administrative Services. Outside of her advisory role, Brewer serves as a notary public. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and focuses on tailoring recommendations to client objectives, managing a majority of its assets on a non-discretionary basis.

Tiffany Olason is a financial advisor with &Partners who holds Series 63 and Series 66 designations and has 20 years of industry experience. She previously worked at Wells Fargo Advisors and Wells Fargo Clearing in various roles spanning 13 years. &Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers investment management and financial planning services using a combination of proprietary and third-party strategies, with a focus on both discretionary and non-discretionary account management.

Roseann Estrada is a financial advisor at Eagle Strategies (NY Life) with 14 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Eagle Strategies since 2023. Estrada also operates Estrada Financial LLC, through which she brokers non-registered insurance products. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of advisors. The firm emphasizes tailored advice and offers multiple program types, with the majority of its assets managed on a non-discretionary basis.

Colby Mckelva is a financial advisor with Guardian Life and holds Series 63 and Series 65 licenses. He has nine years of industry experience and previously worked at Northwestern Mutual Wealth Management Company and related entities. He is also active as an insurance broker for products outside of Guardian. Colby is affiliated with Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America that serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers brokerage services, financial planning, retirement plan consulting, and investment advisory programs including digital solutions and model portfolios.

Kyle Nelson is a financial advisor with Lincoln Investment in Tyler, TX, holding Series 63 and Series 66 licenses and eight years of industry experience. His prior roles include positions at Northwestern Mutual Wealth Management Company, Cole Caruthers, GuideStone Financial Resources, and Vanguard. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers financial planning, retirement plan advice, and a variety of advisory programs, managing a blend of in-house and third-party investment strategies overseen by an Investment Management & Research team.

Jerome Shick is a financial advisor at &Partners with eight years of industry experience. He holds the Series 66 designation and has previously worked at Wells Fargo Advisors and Wells Fargo Clearing. Prior to his financial services career, he served in the U.S. Navy for 24 years. &Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and private businesses. The firm offers investment management and financial planning services using both proprietary and third-party strategies, and operates as a dual-registered investment adviser and broker-dealer.

James Holloway is a financial advisor at AE Wealth Management, LLC with 19 years of industry experience. He holds a Series 65 designation and has worked at AE Wealth Management since 2018. Prior to that, he was with Global Financial Private Capital, LLC for seven years. Holloway is also the owner of Texas Financial and Retirement, LLC, where he is involved in the sales of fixed insurance products. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base including individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers a platform-centered approach that combines managed model portfolios, discretionary asset management, and financial planning services.

Cason Strnadel is a financial advisor at &PARTNERS with one year of industry experience. He holds a Series 66 designation and has previous work experience at Cognex Corporation, Keyence, Simplot Grower Solutions, and The Association of Former Students. Before entering financial advising, he spent eight years in full-time education. &PARTNERS serves a diverse client base including individuals, institutions, retirement plans, and charitable organizations. The firm offers investment management, financial and tax planning, and retirement consulting through both discretionary and non-discretionary approaches using multiple analysis methods and a variety of proprietary and third-party strategies.

Taylor White is a financial advisor with Eagle Strategies (NY Life) in Tyler, TX, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He has worked with Eagle Strategies since 2021 and has longstanding affiliations with New York Life and related entities. Outside of advisory work, he serves as chairman of the board for the University of Texas at Tyler's Center for Family and Small Enterprises and is active as a musician performing paid gigs. Eagle Strategies serves a diverse client base including individual investors and institutional plans, providing financial planning, investment management, and retirement-plan advisory services. The firm offers a range of programs tailored to client and plan sponsor needs, with the majority of assets managed on a non-discretionary basis within an integrated New York Life affiliate structure.

Daniel Musson is a financial advisor with Eagle Strategies (NY Life) based in Tyler, TX. He holds a Series 66 designation and has two years of industry experience. Prior to his current roles, he was involved with Lion and Lamb Ministries and High Quality Water. Musson also serves as a director of Camp Yeshua, a youth summer camp. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base including individuals, defined contribution and defined benefit plans, and corporate and charitable clients. The firm offers multiple program types and emphasizes tailored recommendations, with the majority of its assets managed on a non-discretionary basis.