Drew Evans is a CFP® certificant and holds a Series 66 license with Edward Jones, where he has worked for 10 years. He practices in Troup, TX, and has been with Edward Jones throughout his industry experience. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated investment products, operating under a fiduciary standard.

Timothy Meads is a financial advisor with Merrill in Tyler, Texas, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has worked at Merrill since 1987 and concurrently at Bank of America since 2011. Outside of his advisory role, he serves as an executor for a fiduciary entity and is a board member of the East Texas A&M Foundation, supporting scholarships and grants. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Teresa Herman is a financial advisor at Wells Fargo Clearing with 29 years of industry experience. She holds a Series 63 designation and has worked at Wells Fargo Advisors LLC and Wells Fargo Clearing since 2009. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a range of investment options including insurance-related vehicles and bank deposit sweep programs.

Jake Waldrop is a financial advisor at Edward Jones with three years of industry experience. Prior to joining Edward Jones, he worked at Stryker for five years and Titan Orthopaedic Sales for fifteen years. He holds a Series 66 designation. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory strategies, including discretionary and non-discretionary managed solutions, separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets and operates through a large nationwide network of advisors and branch offices.

Christina Swallows is a Series 66 credentialed financial advisor with Edward Jones in Tyler, TX, where she has worked for 10 years. She has spent her entire industry career at Edward Jones. 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 broad network of financial advisors and branch offices, offering a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Andrew Meads is a Senior Financial Advisor with Merrill Lynch Wealth Management. He has been with the firm since 2009 and has held roles including financial advisor and sales manager for the greater Dallas market. Andrew works with a diverse range of clients, including business owners, families, non-profit organizations, and widows, focusing on strategies that align with their individual financial goals. His expertise encompasses college education planning, family wealth management, legacy planning, personal retirement planning, portfolio management, services for endowments and foundations, small business strategies, and retirement income. Andrew holds a Bachelor of Arts in Communication from Baylor University and maintains professional designations as a CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Outside of his professional commitments, Andrew is an Eagle Scout and has served as an Assistant Scoutmaster. He participates in community organizations such as Leadership Tyler Class 24, the Hospice of East Texas Young Ambassador Program, and has volunteered with CASA for Kids of East Texas and the Rose Capital West Little League. He resides in Tyler, TX, with his wife and three children. In his personal time, Andrew enjoys fishing, golfing, hunting, and traveling.

Emily Welch is a financial advisor at Merrill with 12 years of industry experience. She holds a Series 66 designation and has previously worked at Wells Fargo Advisors and Wells Fargo Clearing. Welch serves as a power of attorney for family members on investment-related matters. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers both model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.

Gordon Lange is a financial advisor with LPL Financial in Tyler, TX, holding Series 63 and Series 65 credentials and possessing 29 years of industry experience. He has worked at LPL Financial since 2004 and previously held positions at Cantella & Co., Inc. and Raymond James Financial Services, Inc. Outside of his advisory work, Lange is involved as an investment representative with C2 Financial Advisors. 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 portfolios, third-party asset management, and institutional platforms, supported by advanced operational and research tools.

Shari Hilliard is a financial advisor with Wells Fargo Clearing in Tyler, TX, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. She has worked at Wells Fargo firms since 2009, including seven years at Wells Fargo Advisors, LLC, and ten years with Wells Fargo Clearing. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets, employs over 14,000 financial advisors, and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party analytics.

Kayla Welvaert is a financial advisor with Edward Jones in Flint, TX. She holds the Series 66 designation and has five years of experience, including prior work at Impressive Image Works. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large national network of financial advisors and branch offices.

Don Lilly is a Wealth Management Advisor with Merrill Lynch Wealth Management, where he has worked since 1998. As a qualified Portfolio Manager, he provides clients with personalized advice and manages investment strategies that may include individual stocks and bonds, Merrill model portfolios, and third-party investment options. He offers services such as personal wealth management, wealth transfer, legacy planning, and assistance in establishing or managing company retirement plans for business owners. Don holds a Bachelor of Business Administration degree from Baylor University. He is a Personal Investment Advisor (PIA) and utilizes his experience and credentials to tailor asset management strategies suited to the specific needs of each client. He manages strategies on a discretionary basis when servicing clients through the firm's Investment Advisory Program. Originally from Tyler, Texas, Don and his wife Amy, whom he married in 1985, have two children and two grandsons. They are active members of Green Acres Baptist Church. Don enjoys spending time with his family and engaging in outdoor activities such as hunting and fishing. Together, Don and Amy enjoy traveling around Texas to visit small towns and off-the-beaten-path locations.

Leslie Fiehn is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and bringing 35 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors, LLC from 2014 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Michael Wheat is a financial advisor with UBS Financial Services in Tyler, TX, holding CFP® and Series 66 designations and bringing nine years of industry experience. Prior to his current role, he worked at Morgan Stanley for seven years and held positions at Cetera Investment Services, Regions Bank, and previously at UBS. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services and leveraging proprietary research and model-based asset allocations.

Christopher Maloney is a Senior Financial Advisor at Merrill Lynch Wealth Management. He joined Merrill Lynch in 2016, bringing with him experience from his previous role as a Financial Center Manager for Bank of America in Tyler, Texas, where he worked for eight years. In his current role, he focuses on delivering personalized wealth management strategies that begin with understanding each client's goals and needs. Chris's areas of expertise include college education planning, family wealth management strategies, legacy planning, personal retirement planning, portfolio management services, tax minimization, and retirement income. He works to assist individuals and families in managing their financial needs by integrating both investment and banking services, with banking services provided through Bank of America, N.A. Chris graduated from Abilene Christian University in 2003 with a Bachelor's degree in History. He holds the Professional Investment Advisor (PIA) designation. Residing in Tyler, Texas with his wife, Christina, and their four children, Chris is actively involved in his local church. His personal interests include traveling, fine dining, and enjoying movie nights with his family.

Michael Sanders is a financial advisor at Merrill with six years of industry experience. He holds the Series 66 designation and has previously worked at JPMorgan Chase Bank, J.P. Morgan Securities, Vasso & Associates, Ameriprise Financial Services, and the University of Texas at Tyler. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations.

Andrew Sherman is a Financial Advisor at Merrill Lynch Wealth Management. He specializes in helping clients plan for significant life events such as retirement, business transitions, sending children to college, and home purchases. His approach involves ongoing, tailored financial planning that seeks to understand each client's unique family situation and priorities. Andrew's expertise includes managing new wealth, philanthropic planning, portfolio management, small business strategies, tax minimization, and retirement income. He holds the Accredited Portfolio Management Advisor (APMA) and Personal Investment Advisor (PIA) designations. He graduated from Texas A&M University with a degree in Economics and Financial Planning and has also studied at the University of Texas at Tyler. Raised in East Texas, Andrew resides in Tyler with his wife, Hannah, and daughter, Charlotte. He is involved in his community through participation with the Brownsboro Girls Little Dribblers program. His personal interests include baseball, basketball, chess, cooking, football, golfing, hunting, skiing, spending time with family, and traveling.

Michael Harrison Jr. is a financial advisor with Ameriprise, holding a Series 66 designation and 19 years of industry experience. He has been with Ameriprise and its affiliated entities since 2010. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet certain asset thresholds. The firm provides written Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies, utilizing algorithmic automation and a centralized consulting team to generate and tailor recommendations.

Jordan Meads is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in working with families, professionals, and non-profit organizations to develop customized financial strategies. His focus areas include college education planning, corporate executive services, executive compensation, family wealth management strategies, services for endowments, foundations, and non-profits, legacy planning, personal retirement planning, philanthropic planning, individual and corporate investment strategy, and tax minimization. Jordan is a 2003 graduate of the United States Naval Academy and served as a United States Marine Corps Officer, holding roles such as Logistics Officer, Student Officer Instructor, Foreign Military Advisor, and Operations Officer. He participated in multinational operations in Japan, Korea, Iraq, and Afghanistan. He holds the Personal Investment Advisor (PIA) designation and is a member of several professional organizations, including Catalyst 100, Leadership Tyler Class 29, Marine Corps Association, National Eagle Scout Association, USNA Alumni Association of North Texas, and USNA Blue and Gold Officer. Jordan is also involved in community organizations such as Troop 333, Boy Scouts of America, and the U.S. Naval Academy Blue and Gold Officer Program. Outside of his professional role, Jordan resides in Tyler, Texas, with his wife and five children. His personal interests include fishing, hiking, and spending time with his family. He is an Eagle Scout and a combat veteran who emphasizes long-term relationships with clients through strategic, goal-centered financial planning.

Byron Meads is a financial advisor with Merrill, holding Series 63 and Series 65 credentials and 46 years of industry experience. He has been with Merrill since 1979 and has also worked at Bank of America, NA since 2009. Outside of his advisory role, he owns and operates Meads Farm and serves as a board member of Tyler Friends of the Poor, a charitable organization. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Crystal Welch is a financial advisor at LPL Financial with two years of industry experience. She holds the Series 66 designation and previously worked at UBS Financial Services for five years and T Jay Distributing for nine years. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and portfolio management solutions supported by a large network of investment adviser representatives and a variety of operational and research tools.