James Muckleroy is a financial advisor with UBS Financial Services in Tyler, TX, holding the Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with UBS Financial Services since 2008. Outside of his advisory work, he owns and operates a horse breeding and sales business. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor financial plans. The firm operates with institutional trading capabilities alongside wealth management services and offers a wide range of brokerage, advisory, and capital markets solutions.

Jennifer J. Sampson is a financial advisor with UBS Financial Services in Tyler, TX, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. She has been with UBS since 2008. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary research and model-based asset allocations to tailor financial plans to clients’ goals and risk tolerances.

Gregg Davis serves as the Senior Resident Director and a Wealth Management Advisor at Merrill Lynch, where he has been employed since 1994. Since 2009, he has held the position of Resident Director for Merrill's East Texas office. In his role, he focuses on developing wealth strategies tailored to clients' financial needs, including retirement income planning and investment portfolio management. He is also responsible for fostering a client-focused culture within the office. Gregg specializes in wealth management strategies, investment consulting for defined contribution plans, legacy planning, tax minimization, and retirement income planning. He has extensive experience working with corporate retirement benefit plans and assists businesses with lending, profit sharing, 401(k) plans, and liquidity events. He holds the CERTIFIED FINANCIAL PLANNER® (CFP®) certification, the CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA) designation, and is a Retirement Benefits Consultant (RBC). He is a member of the Financial Planning Association and earned a bachelor's degree in finance from Stephen F. Austin State University. In addition to his professional commitments, Gregg serves on the board of the East Texas Food Bank and is involved with the Bank of America Charitable Foundation, Inc., where he contributes to grant decisions for community organizations in Smith County, Texas. A native Texan, he enjoys outdoor sports such as golf, hunting, and fishing. He lives in Tyler, Texas, with his wife, Rebecca, and their two children, Sarah and Cash.

Lee Cumming is a Series 66 licensed financial advisor with 23 years of industry experience. He is currently with UBS Financial Services Inc. and has previously worked at Morgan Stanley Private Bank, National Association, and Morgan Stanley Smith Barney. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides a range of capital markets solutions supported by proprietary research and model-based asset allocations.

Norman Coates is a financial advisor with OSAIC based in Tyler, TX, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His prior roles include positions at Securities America Advisors, LPL Financial, and Investment Centers of America. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services with a range of portfolio management tools and access to third-party money managers.

Patrick Clifford is a financial advisor with LPL Financial who holds a Series 66 designation and has 24 years of industry experience. Prior to joining LPL in 2022, he worked at Wells Fargo Clearing and Wells Fargo Advisors, as well as Morgan Stanley and UBS Financial Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with research tools and diverse investment strategies.

Benjamin Phillips is a financial advisor at Edward Jones with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Edward Jones since 2007, with a six-year tenure at Wells Fargo Clearing from 2010 to 2016. Outside of his advisory role, he is a half-owner in a property purchase with his daughter aimed at helping her learn about real estate and credit. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including non-high-net-worth and high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and tax-efficient services under a fiduciary standard.

Robbie White is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and 26 years of industry experience. He has been with Wells Fargo Clearing since 2016. Outside of his advisory role, he serves as the executrix of his mother's estate, managing real estate sales and asset division. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Brett Hendricksen is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and seven years of industry experience. He previously worked at TIAA and TIAA-CREF Individual & Institutional Services for eight years and has experience in other sectors including logistics and education. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, retirement plan participants, banks, and institutions. The firm offers a range of advisory services and platforms, utilizing both proprietary and third-party investment models, and supports advisors with advanced operational and research tools.

Mark Falling is a Senior Financial Advisor with Merrill Lynch Wealth Management. He began his career in the financial services industry in 1992 and has focused his client practice in East Texas since 2011, previously working in the Dallas/Fort Worth areas. Mark delivers a comprehensive approach to wealth management, emphasizing personalized financial strategies tailored to each client’s long-term goals. Mark’s expertise covers areas such as college education planning, family wealth management, legacy planning, liquidity management, retirement income, philanthropic planning, portfolio management, and tax minimization. He holds a Bachelor’s Degree from the University of Oklahoma and is designated as a Personal Investment Advisor (PIA). Mark is active in professional and community organizations, including the South Tyler Rotary Club and Junior Achievement, and volunteers with the Salvation Army Christmas Bike Build and the East Texas Food Bank. Outside of his professional work, Mark enjoys fishing, gardening, hiking, music, reading, traveling, practicing yoga, and spending time with his family. His approach to financial advising is grounded in clear communication and collaboration with clients to develop strategies aligned with their individual aspirations.

Candace Polk is a financial advisor at LPL Financial with 10 years of industry experience. She holds a Series 66 designation and previously worked at UBS Financial Services Inc. from 2014 to 2024. Polk is also a commissioned notary, a role she has held since 2013. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Johnna Fullen is a Senior Financial Advisor at Merrill Lynch Wealth Management, where she is part of The LMT Wealth Management Group. She joined Merrill Lynch in 1999 after graduating from college and completing an internship in the Merrill Fort Worth office. Throughout her 27-year career, Johnna has advanced through various roles including operations, client associate, registered senior client associate, and financial advisor. Her experience in financial services, account service, and administration underpins her approach to wealth management. Johnna holds dual bachelor's degrees in finance and marketing from Texas Christian University. She is a CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Her client focus areas include college education planning, divorce transition planning, family wealth management strategies, retirement income, and socially responsible investing, among others. In addition to her professional work, Johnna is actively involved in her community. She serves on the boards of Women's Fund of Smith County and PATH (People Attempting to Help), and contributes to the Hospice of East Texas Hope Blooms Luncheon. She volunteers with the Children's Advocacy Center of Smith County and mentors high school girls in philanthropic efforts. Johnna is a member of several professional and alumni organizations, including the Texas Christian University Alumni Association and Kappa Alpha Theta Alumni Association. She resides in Tyler with her husband and daughter.

Tyler Lamb is a Senior Financial Advisor with Merrill Lynch Wealth Management. With more than 17 years of experience, he specializes in assisting individuals, families, and businesses with managing and preserving their wealth. Tyler’s approach centers on long-term investment planning, focusing on prudent stewardship of capital to help clients achieve financial independence. Tyler holds a Bachelor's Degree from the University of Phoenix with a concentration in Business Finance and accounting. He possesses FINRA Series 7 and 66 registrations, Life Insurance licenses, and the Personal Investment Advisor (PIA) designation. Prior to his current role, he gained experience in banking, lending, and trust management. His client focus areas include retirement income, legacy planning, family wealth management strategies, portfolio management, tax minimization, and education planning. Outside of his professional work, Tyler is active in his community as a member of The Church of Garden Valley in Lindale. He enjoys spending time with his wife and three children, and engages in outdoor activities such as bass fishing and gardening.

Trey Lawson is a Wealth Management Advisor at Merrill Lynch Wealth Management. He partners with founders, executives, and multigenerational families to navigate complex wealth decisions, integrating investment strategy, tax awareness, and long-term planning to assist clients in preserving, growing, and transferring their wealth. Trey advises clients during pivotal moments such as business transitions, liquidity events, and management of concentrated positions, employing a disciplined and institutional approach to portfolio construction and risk management. His practice extends to institutional consulting, including services for select endowments, foundations, and nonprofit organizations. Trey holds the Certified Investment Management Analyst (CIMA) designation, which is taught in conjunction with the Yale School of Management. He earned a bachelor's degree from Cameron University and also holds the Personal Investment Advisor (PIA) designation. His work has been recognized nationally, including listings in Forbes' "Top Next-Gen Wealth Advisors Best-in-State" (2023–2025) and "Best-in-State Wealth Management Teams" (2023–2026). He resides in Tyler, Texas with his wife, Jacie, and their three children. Trey serves on the board of Bethesda Health Clinic and is active with Grace Community Church. His personal interests include fishing, golfing, hunting, skiing, and spending time with his family.

Cecil Staples is a financial advisor with Cetera who holds a PFS™ designation along with Series 63 and Series 66 licenses and has 32 years of industry experience. He manages Staples Wealth Management LLC and has a long-standing background in accounting as the owner of Staples & Associates, PC, CPAs. His professional activities also include operating in real estate through several entities alongside his advisory work. Cetera Investment Advisers LLC operates as a multi-manager platform serving individual, corporate, charitable, and institutional clients across a broad range of portfolio management and financial planning services. The firm supports a large network of advisors offering access to affiliated and third-party investment managers with a variety of program options and custodial arrangements.

Noah Brown is a financial advisor at Edward Jones with Series 63 and 66 licenses and one year of industry experience. Prior to joining Edward Jones, he worked at Fidelity Investments and held roles at several companies and educational institutions, including Texas A&M University and Chevron Corp. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including households across wealth levels, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets through a large nationwide network of advisors and offers a variety of discretionary and non-discretionary investment strategies alongside affiliated mutual funds and specialized services.

Logan Sartain is a financial advisor at Edward Jones with one year of industry experience. He holds the Series 66 designation and previously worked at Trane Technologies and Industrial Wood Technology. Outside of his advisory role, Sartain serves as an interim worship leader at First Baptist Church of Van, TX. 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, supported by a large network of financial advisors and branch offices nationwide.

Jimmy Holcomb is a CFP® professional with 39 years of experience at Edward Jones, where he has worked since 1987. He holds a Series 63 license and is based in Jacksonville, TX. Outside of advisory work, he has interests in oil and gas income through Sabine Oil and Gas in Houston, TX. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households of varying net worth, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets with a large national network of financial advisors and offers a range of advisory strategies and affiliated investment products.

Cade Milligan is an Investment Consultant at Fidelity Investments, a position he has held since 2023. Prior to this role, he worked as a Regional Financial Representative at Texas Horace Mann INC. from 2022 to 2023, and as a Financial Advisor at Northwestern Mutual Wealth Management from 2020 to 2022. Cade focuses on partnering with clients through a disciplined process to develop personalized financial plans aimed at providing confidence and peace of mind. He emphasizes the importance of mutually constructed plans to help clients implement effective financial practices and behaviors that support their personal financial goals. Cade holds an Arkansas Insurance License, which supports his work in the financial services industry.

Stacy Hayes is a financial advisor with Equitable Advisors in Tyler, TX, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. Prior to joining Equitable Advisors, she worked at Lion Street Advisors and Lion Street Financial for seven years, as well as Woodbury Financial Services and PNC Managed Account Solutions. In addition to her advisory role, she manages financial powers of attorney and operates a personal financial services business. Equitable Advisors serves a broad client base including individuals, institutional clients, and charitable organizations by providing financial planning, retirement plan consulting, and various asset management programs. The firm emphasizes personalized client assessments and utilizes both proprietary and third-party investment solutions without sponsoring its own wrap fee program.