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.

Lisa Spencer is a financial advisor with Edward Jones in Gladewater, TX, holding a Series 66 designation and 17 years with the firm. She has three years of industry experience and assists in the care of a special needs child as a personal attendant in Kilgore, TX. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large national network of advisors and branch offices.

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.

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.

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.

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.

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.

William Boyd Jr. is a financial advisor at Edward Jones in Kilgore, TX, holding Series 63 and Series 66 licenses with eight years of industry experience. Prior to joining Edward Jones in 2020, he worked for nine years at Ana-Lab Corp, where he also served as an outside director involved in the company’s sale process. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, managing approximately $1.01 trillion in assets through a nationwide network of over 23,700 advisors.

Nicholas Albert is a financial advisor with Ameriprise in Longview, TX, holding Series 63 and Series 65 designations and four years of industry experience. Prior to joining Ameriprise in 2022, he worked at Atwoods and has experience in education with 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 Premier Retirement Income service focused on retirement income planning through written Recommendation Reports and ongoing advice, utilizing proprietary research and third-party data within a defined investment framework.

Todd Antonucci is a financial advisor with Stifel, holding Series 63 and Series 65 licenses and bringing six years of industry experience. He has worked at Stifel Nicolaus since 2018 and previously spent eleven years at Brown Brothers Harriman & Co. He is also a commissioned Notary Public in the State of Texas. Stifel serves a wide range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services. The firm uses a proprietary investment strategy methodology focused on forward-looking capital market assumptions and probabilistic modeling to support 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.