Jerome Shick is a financial advisor at &Partners with eight years of industry experience. He holds the Series 66 designation and has previously worked at Wells Fargo Advisors and Wells Fargo Clearing. Prior to his financial services career, he served in the U.S. Navy for 24 years. &Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and private businesses. The firm offers investment management and financial planning services using both proprietary and third-party strategies, and operates as a dual-registered investment adviser and broker-dealer.

James Holloway is a financial advisor at AE Wealth Management, LLC with 19 years of industry experience. He holds a Series 65 designation and has worked at AE Wealth Management since 2018. Prior to that, he was with Global Financial Private Capital, LLC for seven years. Holloway is also the owner of Texas Financial and Retirement, LLC, where he is involved in the sales of fixed insurance products. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base including individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers a platform-centered approach that combines managed model portfolios, discretionary asset management, and financial planning services.

Jose Feliciano Jr. is a financial advisor with Integrity Alliance, LLC and holds Series 63 and Series 65 licenses. He has 33 years of industry experience, including prior roles at Lion Street Advisors and Woodbury Financial Services. Outside of advising, he is involved with the Jose Feliciano Foundation as a director and promoter of charity events, and he is also an author and keynote speaker. Integrity Alliance operates as a large advisor network serving individual investors, corporations, and retirement plans, managing approximately $5.4 billion in client assets. The firm offers portfolio management, financial planning, and both discretionary and non-discretionary investment services through multiple platforms and approaches.

Adam Todd is a financial advisor with Integrity Alliance, LLC and holds Series 63 and Series 65 licenses. He has 19 years of industry experience, previously working at firms including Lion Street Advisors, Woodbury Financial Services, and Madison Avenue Securities. Outside of his advisory roles, Todd serves as chairman of the finance council for a Catholic student center nonprofit and is a trustee of the East Texas Catholic Foundation, which manages endowments for the Roman Catholic Diocese of Tyler. Integrity Alliance is a large advisory and brokerage firm serving a diverse client base, including individual investors, corporations, and retirement plans. The firm operates a network of over 300 advisors managing approximately $5.4 billion in assets, offering portfolio management, financial planning, and various program options through multiple platforms and investment approaches.

Cason Strnadel is a financial advisor at &PARTNERS with one year of industry experience. He holds a Series 66 designation and has previous work experience at Cognex Corporation, Keyence, Simplot Grower Solutions, and The Association of Former Students. Before entering financial advising, he spent eight years in full-time education. &PARTNERS serves a diverse client base including individuals, institutions, retirement plans, and charitable organizations. The firm offers investment management, financial and tax planning, and retirement consulting through both discretionary and non-discretionary approaches using multiple analysis methods and a variety of proprietary and third-party strategies.

Taylor White is a financial advisor with Eagle Strategies (NY Life) in Tyler, TX, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He has worked with Eagle Strategies since 2021 and has longstanding affiliations with New York Life and related entities. Outside of advisory work, he serves as chairman of the board for the University of Texas at Tyler's Center for Family and Small Enterprises and is active as a musician performing paid gigs. Eagle Strategies serves a diverse client base including individual investors and institutional plans, providing financial planning, investment management, and retirement-plan advisory services. The firm offers a range of programs tailored to client and plan sponsor needs, with the majority of assets managed on a non-discretionary basis within an integrated New York Life affiliate structure.

Daniel Musson is a financial advisor with Eagle Strategies (NY Life) based in Tyler, TX. He holds a Series 66 designation and has two years of industry experience. Prior to his current roles, he was involved with Lion and Lamb Ministries and High Quality Water. Musson also serves as a director of Camp Yeshua, a youth summer camp. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base including individuals, defined contribution and defined benefit plans, and corporate and charitable clients. The firm offers multiple program types and emphasizes tailored recommendations, with the majority of its assets managed on a non-discretionary basis.

Melissa Shanhouse is a financial advisor at Voya Financial Advisors, Inc. with 24 years of industry experience. She holds Series 63 and Series 66 designations and has previously worked at firms including Morgan Stanley and LPL Financial. Outside of her advisory role, she owns two business entities unrelated to investments. Voya Financial Advisors, Inc. serves a diverse client base including individual investors, retirement plan sponsors, charitable organizations, and corporations, offering services such as financial planning, portfolio management, and plan-sponsor consulting. The firm provides advice primarily through non-discretionary programs, combining both investment advisory and broker-dealer functions.

Phillip Devereaux is a financial advisor with LPL Financial, holding a Series 65 designation and five years of industry experience. Prior to joining LPL Financial in 2022, he was self-employed for five years and worked at Reaux and Double U Company for two years. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions through a broad network of investment adviser representatives. The firm offers a range of advisory and brokerage services, including financial planning and access to third-party asset management.

Jared Tims is a financial advisor with OSAIC in Tyler, TX, holding a Series 66 designation and 22 years of industry experience. He previously worked for Lincoln Financial Securities Corporation for 15 years. Outside of his advisory work, he serves as chairman of the Finance Committee at his church, overseeing budget approvals and financial reporting. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage, advisory, and financial planning services. The firm uses asset-allocation tools and risk-tolerance analysis to construct diversified portfolios, supporting both discretionary and non-discretionary account management.

Taylre Herman is a financial advisor with Wells Fargo Clearing in Tyler, TX, holding a Series 66 designation and nine years of industry experience. Prior to joining Wells Fargo in 2017, Herman worked at Randstad for one year. Herman also serves as a power of attorney for a family member. Wells Fargo Advisors is a national securities firm that offers investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients, utilizing research and analytics to guide investment selection and portfolio management.

Malon Jennings is a financial advisor at UBS Financial Services with 21 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Momentum Independent Network Inc. for nine years. Outside of advising, he serves as Vice President of K & R Holdings LLC, a LiDAR scanning business based in Tyler, TX. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings. The firm combines institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor financial plans.

Michael Greening is a financial advisor at Edward Jones in Flint, TX, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he spent several years working in automotive sales and management roles at BMW of Tyler, Superior Automotive, Shearer Supply, and Mercedes Benz of Plano. 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 through a nationwide network of nearly 24,000 financial advisors, offering a range of advisory strategies and affiliated investment products.

Olga Zapolska is a financial advisor with UBS Financial Services in Tyler, Texas, holding a Series 66 designation and four years of industry experience. Prior to joining UBS in 2019, she worked at The University of Texas at Tyler Soules College of Business and spent a decade in the real estate sector. She serves as treasurer and board member for CARE Christ-Centered, a nonprofit focused on supporting lives affected by abortion and community education. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management. Its advisors use proprietary research and model-based asset allocations to tailor financial plans according to clients’ goals and risk tolerances.

Kyle Childress is a financial advisor at Edward Jones in Tyler, TX, holding a Series 66 designation with one year of industry experience. His work history includes multiple roles at Edward Jones since 2013, with intervals of unemployed or traveling periods and brief employment in employee benefits consulting and at Threlked & Company. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients across diverse client types. The firm manages approximately $1.01 trillion in assets under management, offering discretionary and non-discretionary wrap fee strategies, separately managed accounts, affiliated mutual funds, and other investment services through a nationwide network of financial advisors and branch offices.

Drew Robertson is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he has been serving clients since 2018. He works with a diverse range of clients including families, professional athletes, business owners, executives, and organizations. Drew focuses on connecting all aspects of clients' financial lives to help them prioritize and pursue their most important goals. His client focus areas include college education planning, executive compensation, family wealth management strategies, services for endowments, foundations, and non-profits, legacy planning, managing new wealth, personal retirement planning, philanthropic planning, portfolio management services, and sports & entertainment. Drew holds a Bachelor of Arts in Communication from Baylor University, where he was also a baseball player and a 10th-round MLB draft pick. He has earned professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He is affiliated with professional organizations such as Baylor Alumni and Baylor Baseball Alumni. Outside of his professional work, Drew enjoys spending time with his family, golfing, and being outdoors. His personal interests include baseball, golfing, hiking, hunting, scuba diving, and spending time with his family.

Andrea Sieben is a financial advisor at UBS Financial Services with seven years of industry experience. She has been with UBS since 2011 and holds the Series 66 designation. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based planning and portfolio management. The firm integrates institutional trading capabilities with wealth management and offers a broad range of capital markets and research resources.

Lauren Woods is a financial advisor at Mass Mutual Investors Services with a Series 66 designation and one year of industry experience. Prior to joining the financial services sector, she worked for nine years at Christus Trinity Mother Frances Hospital. Woods also holds a position as an insurance broker with BlueCrest Financial Alliances, focusing on life and disability insurance sales. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers educational seminars and event-driven planning programs, including recent additions like standalone Divorce Planning.

Corey Coleman is a financial advisor at Edward Jones with 29 years of industry experience. He has held positions at Edward Jones since 2019 and previously worked at Wells Fargo Clearing Services LLC and Wells Fargo Advisors LLC. Outside of finance, Corey is a fiddle player and lead singer in a bluegrass band and hosts a weekly bluegrass radio show on 104.1 The Ranch in Tyler, Texas. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment advisory programs, supported by a large nationwide network of advisors and branch offices.

Randall Childress is a CFP® professional with 34 years of experience in the financial industry, currently affiliated with Edward Jones since 1991. He serves on the Board of Directors for Bethesda Clinic and is Chairman of the Board for the Trinity Mother Francis Hospital Foundation, both located in Tyler, TX. Childress is also an author and owner of investments in oil and gas as well as regional recovery and rental businesses. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions, managing over $1 trillion in assets through a nationwide network of financial advisors and branch offices.