Beau Burris is a financial advisor at LPL Financial with one year of industry experience. He holds a Series 66 designation and has previously worked at Kestra Advisory Services and Kestra Investment Services. His background includes roles outside the financial industry, such as teaching positions at East Texas Baptist University and local schools. 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 advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by a large network of advisors and extensive operational resources.

Steven Judy is a financial advisor at Ameriprise Financial Services with 33 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Clearing and UBS Financial Services. Judy is based in Longview, TX. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service providing written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Jonathan Cromer is a financial advisor with LPL Financial in Longview, TX, holding a Series 66 designation and seven years of industry experience. His prior roles include positions 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 broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by technology tools and a broad non-advisory financial services network.

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 at Wells Fargo Advisors with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing and RBC Capital Markets in prior roles. Outside of advising, he is an author involved in book publishing. Wells Fargo Advisors serves individual, trust, and institutional clients by providing investment and fee-based financial planning services, offering a broad range of planning options tailored to clients who meet specific net-worth criteria. The firm integrates advisory services with various financial products and referral channels, allowing personalized recommendations supported by Wells Fargo research and planning tools.

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 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.

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.

Alexandria Yohn is a financial advisor at OSAIC with 11 years of industry experience. She holds a Series 66 designation and has worked at OSAIC and GFA Partners since 2015. Outside of her advisory role, she is involved in life insurance sales. OSAIC Wealth serves a diverse client base including retail and institutional investors, offering a range of brokerage and advisory services supported by a multi-advisor platform. The firm’s investment process focuses on model-based asset allocation and portfolio optimization, with an emphasis on efficient frontier analysis and risk management.