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.

Beau Burris is a financial advisor with LPL Financial, holding the Series 66 designation and one year of industry experience. His prior roles include work with Kestra Advisory Services and Kestra Investment Services, as well as experience in education and community organizations such as East Texas Baptist University and H2O Heroes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios, third-party research, and technology-driven investment strategies.

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.

Martin Cerda is a financial advisor with Edward Jones in Longview, TX, holding a Series 66 designation and four years of industry experience. Prior to joining Edward Jones in 2021, he operated landscaping and grounds maintenance businesses for over 15 years. Outside of his advisory role, he consults for a landscaping company. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies and affiliated products, supported by a nationwide network of nearly 24,000 advisors and over 15,000 branch offices.

Aurelio Ortiz is a Series 66 licensed financial advisor at Edward Jones with three years of industry experience. He previously worked for Wilson Insurance Agency, LLC for nine years before joining Edward Jones. 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, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.

James Malone is a financial advisor at LPL Financial with 48 years of industry experience. He holds Series 63 and Series 65 licenses and previously spent 41 years at Hilltop Securities Inc. before joining LPL Financial in 2023. 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, and retirement consulting services, combining discretionary and non-discretionary management with model portfolios, research, and advanced technologies.

Robert Renicker is a CFP® professional with 22 years of industry experience, currently serving at Wells Fargo Advisors since 2022. His prior roles include positions within Wells Fargo Clearing and Wells Fargo Advisors LLC dating back to 2009. Outside of his advisory work, he serves on the board of the Green Acres Baptist Church Foundation and participates in the church’s finance and budget planning committees. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and integrates advisory offerings with other financial products through a large network of financial advisors.

Fred Irwin Jr. is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 registrations and bringing 37 years of industry experience. He has been with Wells Fargo Advisors and its affiliates since 2009. Outside of his advisory role, he serves on the finance committee of the Evangelical Presbyterian Church in Longview, TX. 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 and integrates advisory offerings with other financial products and referral services.

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 advisory work, he is also a licensed agent for life, disability, fixed annuities, and long-term care insurance, and operates under the DBA Be Money Smart. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services supported by research and technology, providing both discretionary and non-discretionary portfolio management options.

William Williams is a financial advisor with Edward Jones in Longview, TX, holding a Series 66 credential and 14 years of industry experience. He has been with Edward Jones since 2011. Outside of his advisory role, he owns Lumberjack Investments LLC, a real estate holdings business. Edward Jones is a full-service wealth management firm serving individual and institutional clients, managing approximately $1.01 trillion in assets. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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.

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 with Equitable Advisors, holding a Series 66 designation and beginning their advisory career in 2026. Prior to joining Equitable Advisors, Meadows worked at Conterra Network and Genesis Endeavors LLC, and also served as an independent distributor for Mission Foods. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through third-party programs. The firm operates a hybrid referral and implementation model that combines advisory and brokerage channels to deliver tailored client services.

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 at Equitable Advisors with 23 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of her advisory role, she owns and operates KK Farms Soap and Such, a small business based in Gilmer, Texas. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model that combines advisory and brokerage channels.