Craig Parr is a financial advisor at Morgan Stanley with 23 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley since 2009, including time at Morgan Stanley Private Bank, N.A. in Longview, Texas. Outside of his advisory role, he serves on the finance committee of First Methodist Church in Longview. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individuals and institutions. The firm provides tailored financial planning using structured tools and modeling techniques, managing approximately $2.74 trillion in client assets.

Matthew Willett is a financial advisor at Wells Fargo Advisors with one year of industry experience. He holds a Series 66 designation and previously worked at Northwood Retail, LLC, Osburn Contractors LLC, and J.T. Vaughn Construction, LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services and integrates advisory offerings with other financial products and referral channels.

Stephen Jones is a financial advisor at Ameriprise with 29 years of industry experience. He holds a Series 63 designation and has been with Ameriprise and its affiliated entities since 1996. Outside of his advisory role, he co-owns a business focused on wildlife damage control and serves on multiple boards, including the United Methodist Church Texas Annual Conference Pension Board and the East Texas Alzheimer’s Alliance. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement who meet specific asset thresholds, combining research, modeling, and tax-efficiency analysis to deliver customized, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its institutional platform.

Alexander Singer is a financial advisor with Primerica Advisors in Longview, TX, holding Series 63 and Series 65 licenses and eight years of industry experience. He has worked with PFSI Investment Inc. since 2018 and has been affiliated with Primerica Financial Services since 2016. Outside of his advisory role, he is involved in the sale of home security, automation products, and loan referrals through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, which offers model-delivery strategies and a limited number of separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, operating under a tiered wrap-fee structure without fixed-fee billing options.

Roger Hendricks is a financial advisor at Edward Jones in Longview, TX, holding Series 63 and Series 66 designations with 32 years of industry experience. He has been with Edward Jones since 1993. Outside of his advisory role, Hendricks serves as a minister at the Church of Christ in Kilgore, TX, where he preaches sermons, teaches Bible classes, and conducts funerals and weddings. 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 strategies, with a nationwide network of more than 23,700 financial advisors and 15,000 branch offices.

Lisa Lowrance is a financial advisor with Wells Fargo Advisors in Longview, TX, holding a Series 66 designation and 21 years of industry experience. She has been with Wells Fargo Advisors and related entities since 2009. Outside of her advisory role, she serves as an executrix for investment-related estate matters. 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 using proprietary research and tools, with flexible implementation options through brokerage or advisory programs.

John Black is a CFP® professional with 13 years of industry experience, currently with OSAIC since 2023. He has also been associated with SagePoint Financial since 2013 and JBA Financial Services since 2004. Outside of his advisory work, he serves as an at-large board member for the Christus Good Shepherd Foundation, a nonprofit hospital organization. OSAIC Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a broad network of affiliated advisers. The firm provides integrated brokerage and advisory services with portfolio construction supported by asset-allocation tools, risk assessments, and access to third-party money managers and managed-account solutions.

Lori James is a financial advisor at Morgan Stanley with 34 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009 and holds a Series 63 designation. Outside of her advisory role, she is involved with Young Living, a company focused on essential oils and personal products. Morgan Stanley Wealth Management serves individual and institutional clients by providing a wide range of advisory programs, including tailored financial planning that incorporates structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and offers services that include relationships with investment companies, private funds, and other specialized financial activities.

Walter Cash is a CFP® with 43 years of industry experience, currently affiliated with Wells Fargo Advisors in Longview, TX. He joined Wells Fargo Advisors in 2022, after previously working for Wells Fargo Clearing and Wells Fargo Advisors LLC in various roles since 2009. Outside of his advisory work, Cash serves as an investment committee member for Jefferson Regional Medical Center and holds board and partial ownership positions in community organizations and a tennis membership facility. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutions. The firm offers a broad range of planning services and integrates advisory with other financial product sales and referral channels.

Jared Graham is a financial advisor with Edward Jones in Longview, TX. He holds a Series 66 designation and has three years of industry experience, including a prior 12-year tenure at Christus Good Shepherd. He serves as a board member of the Spring Hill School District Education Foundation, assisting with fundraising events to support teacher education and school programs. 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, supported by a large nationwide network of financial advisors and branch offices.

Timothy Spain is a financial advisor with Primerica Advisors holding Series 63 and Series 65 credentials. He has one year of experience in the financial industry, with prior roles at PFS Investments Inc. and Primerica Financial Services, alongside previous employment in education and transportation. Primerica Advisors offers a wrap-fee asset management program primarily for individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm utilizes model-driven strategies managed by unaffiliated asset managers and operates a large network of advisors and offices.

Markie Barnett is a financial advisor with Morgan Stanley in Longview, Texas, holding a Series 66 designation and bringing 10 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, N.A. since 2019. Outside of her advisory role, Barnett owns Markiebuck, a crafts business. Morgan Stanley Wealth Management offers advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm emphasizes structured planning processes supported by analytics and serves a broad client base with diverse investment and financial services.

Rebecca Moore is a financial advisor with Wells Fargo Advisors in Longview, TX, holding Series 63 and Series 65 designations and over 37 years of industry experience. Her career includes roles at Wells Fargo Advisors LLC and Wells Fargo Clearing dating back to 2009. She is also the owner of Moore Wealth Management, LLC, a financial practice based in Pine Bluff, AR. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services, including specialized planning for business-owner transitions, sports and entertainment, special-needs analysis, and divorce.

Ashley King is a Series 66 licensed financial advisor with eight years of industry experience, currently with Wells Fargo Advisors since 2023. She previously worked at Wells Fargo Clearing from 2018 to 2023 and has a background in healthcare. King also serves as a board member for the Spring Hill Independent School District in Longview, TX. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser 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 retirement, education, and business-owner transition planning, using proprietary research and tools to develop tailored recommendations.

Larry Castle is a financial advisor with Morgan Stanley in Longview, TX, holding Series 63 and Series 65 licenses and possessing 39 years of industry experience. His career includes roles at Morgan Stanley Private Bank since 2015, Morgan Stanley Smith Barney since 2009, and Citigroup Global Markets from 1993 to 2009. Morgan Stanley Wealth Management provides a broad range of advisory services to individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm employs a structured planning process supported by proprietary tools and serves clients with both direct and employer-based financial planning programs.

William Perry is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. His prior experience includes roles at SCF Investment Advisors, SCF Securities, Williams Financial Group, and Pro-Integrity Securities. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers diverse investment solutions including financial planning, model portfolios, third-party asset management, and institutional platforms.

Andrew Rodriguez is a financial advisor with J.P. Morgan Securities in Longview, TX, holding Series 63 and Series 66 credentials and eight years of industry experience. He has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2017. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Tyler Rainer is a financial advisor with Edward Jones in Longview, TX, holding a Series 66 designation and nine years of industry experience. He joined Edward Jones in 2017 after working at Select Medical from 2012 to 2016. 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 strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Bruce Clark is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His career includes roles at Wells Fargo Clearing, Stifel, UBS Financial Services, and Citigroup Global Markets. Outside of his advisory work, he owns and operates JACEHH, LLC, a separate business based in Longview, Texas. 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, including specialized areas such as business-owner transition and special-needs planning, using proprietary research and tools to develop tailored recommendations.