James Malone is a financial advisor at LPL Financial with 48 years of industry experience. He holds Series 63 and Series 65 designations and previously worked for Hilltop Securities Inc. for 41 years. Malone is based in Longview, TX. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services including financial planning, model portfolio programs, and access to third-party asset management, supported by a large network of investment adviser representatives.

Robert Renicker is a CFP® with 22 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2022. His prior experience includes roles at Wells Fargo Clearing and UBS Financial Services. He serves as a board member and finance committee member for the Green Acres Baptist Church Foundation and participates in their budget planning committee. Wells Fargo Advisors Financial Network offers investment and financial planning services to individuals, trusts, and institutional clients, providing a wide range of planning solutions including retirement, education, and business-owner transition planning. The firm supports advisors with proprietary research and tools while offering clients flexibility in implementing tailored recommendations.

Fred Irwin Jr. is a financial advisor at Wells Fargo Advisors with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Wells Fargo entities since 2016. Outside of his advisory role, he serves on the finance committee of the Evangelical Presbyterian Church in Longview, TX. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options that include retirement, risk management, and specialized areas such as business-owner transition and special-needs planning. Advisors develop tailored recommendations using Wells Fargo research and planning tools, delivering them through meetings and summary letters, with clients deciding how to implement these through various firm programs.

Brent Smith is a financial advisor with LPL Financial in Longview, TX, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with LPL Financial since 2009. Outside of his advisory work, he is a licensed agent for life, disability, fixed annuities, and long-term care insurance, and operates under a separate business called Be Money Smart. 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, utilizing various strategies and technology tools.

William Williams is a financial advisor with Edward Jones in Longview, Texas, holding a Series 66 designation and 15 years of industry experience. He has been with Edward Jones since 2011. Outside of his advisory role, he is the owner of Lumberjack Investments LLC, a real estate holdings business. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a variety of advisory strategies and affiliated investment products, supported by a large network of financial advisors and branch offices nationwide.

Gina De Hoyos is a financial advisor at RBC Capital Markets with five years of industry experience. She previously worked at Edward Jones and has entrepreneurial experience as a shareholder in Brav-O Mechanical, an HVAC services company. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations, offering customized portfolio management and advisory programs tailored to each client’s risk profile.

Brett Howlett is a financial advisor at Edward Jones with four years of industry experience. He holds the Series 66 designation and previously worked at Quality Investments, Greater Tyler Auto Auction, Full Time School, and Bodacious BBQ. He serves as a board director for the nonprofit organization FOR THE SILENT. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions. The firm manages over $1 trillion in assets and operates a large network of advisors and branch offices across the United States.

Michael Oxsheer is a financial advisor with Edward Jones in Longview, TX, holding Series 63 and Series 66 licenses and having 12 years of industry experience. He has been with Edward Jones since 2013. Outside of his advisory role, he is involved in timber sales in Garrison, TX. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Natalie Long is a financial advisor at Edward Jones in Longview, TX, holding a Series 66 designation. She joined Edward Jones in 2025 after 13 years at RealPage. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm 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.

Courtney Meadows is a financial advisor at Equitable Advisors with one year of industry experience. Prior to joining Equitable Advisors, Meadows worked for Conterra Network, Genesis Endeavors LLC, and as an independent distributor for Mission Foods. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives, employing both proprietary and third-party advisory models.

Daniel Lynch is a financial advisor with Morgan Stanley in Longview, TX, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank since 2015. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving individual and institutional clients with a range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process using firm‑approved tools and models.

Connor Bailey is a financial advisor at Morgan Stanley with two years at the firm and one year specifically at Morgan Stanley Private Bank, N.A. He holds Series 63 and Series 65 designations and has prior experience at PNC Bank from 2022 to 2024. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning that utilizes structured discovery conversations and firm-approved tools to model potential outcomes.

Kylie Farmer is a financial advisor with Equitable Advisors in Longview, TX, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. Her prior experience includes roles at Wells Fargo Clearing, Citigroup Global Markets, and MSI Financial Services. Outside of financial advising, she owns and operates KK Farms Soap and Such, a small-scale soap business. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party solutions.

Tracy Webb is a financial advisor with RBC Capital Markets in Longview, TX, holding a Series 63 designation and bringing 31 years of industry experience. She has been with RBC Capital Markets since 2009. RBC Wealth Management, a division of RBC Capital Markets, serves a broad client base including individual investors, institutional clients, corporations, pension plans, and charitable organizations. The firm offers multiple advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services tailored to clients’ risk profiles using a combination of in-house and third-party investment managers.

Stephen Scherrey is a financial advisor at Wells Fargo Advisors with a Series 66 designation and two years of industry experience. His prior work includes roles at Promineo LLC, the University of Central Arkansas, Domino's Pizza Inc., Centennial Bank, and Conway Christian School. Wells Fargo Advisors Financial Network is a large broker‑dealer and registered investment adviser affiliated with Wells Fargo that offers investment and fee‑based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services tailored to clients meeting a net-worth threshold, employing Wells Fargo research and tools to develop customized recommendations.

Nicholas Albert is a financial advisor with Ameriprise in Longview, TX. He holds Series 65 and Series 63 licenses and has four years of industry experience. Prior to joining Ameriprise in 2022, he worked at Atwoods and has a background in education, having spent time at Stephen F. Austin State University and Pine Tree High School. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Todd Antonucci is a financial advisor with Stifel in Longview, TX, holding Series 63 and Series 65 licenses and seven years of industry experience. He previously worked at Brown Brothers Harriman & Co for eleven years before joining Stifel in 2018. Antonucci is also a commissioned Notary Public in the State of Texas. Stifel serves a broad client base, including individuals, institutional investors, and charitable organizations, providing brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group that supports asset allocation and financial planning analyses intended to assist client decision-making.

Abbe Weaver is a financial advisor with Ameriprise in Gladewater, TX, holding Series 63 and Series 65 licenses and possessing 14 years of industry experience. She has been with Ameriprise and its affiliated entities since 2011. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its approach and delivers recommendations through a centralized consulting team working alongside client advisors.

Gregory Wallace is a CFA® charterholder and holds a Series 66 license with four years of industry experience. He has been with Stifel since 2021 and previously worked at Amegy Bank of Texas from 2015 to 2021. Outside of his financial advisory role, he serves on the Finance Subcommittee of the Leadership Committee for Westminster United Methodist Church. Stifel serves a broad client base including individuals, institutional clients, and nonprofit organizations, offering brokerage and investment advisory services. The firm uses proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group to inform client recommendations.

Terri Brown is a financial advisor with Morgan Stanley in Longview, TX, holding a Series 66 designation and 15 years of industry experience. She has been associated with Morgan Stanley since 2006, including roles at Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association. Outside of her advisory work, she is a sole proprietor of a rental property business in Lindale, Texas. Morgan Stanley Wealth Management serves individual and institutional clients, offering a variety of advisory programs and tailored financial planning supported by structured discovery processes and firm-approved planning tools.