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.

William Winegar is a financial advisor with Cetera, holding a Series 66 designation and based in Tyler, TX. He has been in the industry since 2025 and has experience working at Cetera Wealth Services, Adams Financial Group, and Cetera. Outside of his advisory roles, he has been involved with Parkway Hills Baptist Church and the Southern Baptists of Texas Foundation, and he has also worked in nonprofit and educational settings including Dallas Baptist University. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to affiliated and unaffiliated third-party managers.

David Hocker is a financial advisor with LPL Financial in Tyler, TX, holding Series 63 and Series 65 credentials and possessing 25 years of industry experience. He previously worked for MML Investors Services and MassMutual Life Insurance Company for 21 years. Outside of his advisory role, he serves as treasurer for Friends of the Tyler Public Library, where he organizes fundraising events. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting supported by proprietary and third-party research, providing both discretionary and non-discretionary portfolio management.

Nathan Mcabee is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in creating personalized wealth management strategies tailored to clients' individual financial goals. Nathan works closely with clients to help them navigate areas such as college education planning, employee benefits planning, managing new wealth, personal retirement planning, portfolio management services, tax minimization, and retirement income. Nathan holds a Bachelor's Degree from Centenary College of Louisiana and is a CERTIFIED FINANCIAL PLANNER™ professional, as well as a Personal Investment Advisor (PIA). He is committed to operating with integrity and ethics, consistently striving to do the right thing for his clients. Outside of his professional work, Nathan enjoys camping, gardening, hunting, and spending time with his family. He also values community involvement and dedicates time to volunteering with local organizations.

Jamie Cooper is a financial advisor with J.P. Morgan Securities in Tyler, Texas, holding Series 63 and Series 66 licenses and possessing 13 years of industry experience. He has been with J.P. Morgan Securities since 2012 and also has experience with JPMorgan Chase Bank, N.A. since 2011. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm delivers advisory services alongside affiliated brokerage and investment management capabilities, operating with a non-discretionary program where clients retain final decision-making authority.

Tyler Lewis is a financial advisor at LPL Financial with 11 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors. Tyler holds Series 63 and Series 65 designations. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a broad range of financial planning, advisory programs, and retirement plan consulting, utilizing discretionary and non-discretionary management supported by in-house and third-party research.

Jessica Flores is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at J.P. Morgan since 2009. Outside of her financial career, she is owner and partner of Flores Design & Development LLC, an architectural design and real estate development business. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager searches, and customized performance reporting through a select group of wealth advisors.

Sarah Barber is a Series 66 licensed financial advisor with Merrill in Tyler, Texas, where she has worked since 2015. She has 10 years of industry experience. Outside of her advisory role, she is a general partner of Card My Yard Tyler, a yard greeting business. 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 strategies for a range of clients including individuals, high-net-worth clients, and institutional investors.

Austin Dent is a financial advisor with Wells Fargo Clearing in Fort Worth, TX, holding Series 63 and Series 65 credentials and two years of industry experience. His prior roles include positions at Huntington National Bank and The Huntington Investment Company. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory options. The firm’s approach 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.

Steven Dickerson is a Senior Financial Advisor at Merrill Lynch Wealth Management. He brings extensive experience in wealth management with a focus on pre- and post-retirement financial strategies and retirement income management. Steven works closely with clients to understand their financial goals and aspirations, tailoring investment approaches to meet the unique needs of individuals and families. His expertise includes investment research, analysis, and portfolio development. Steven holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) professional designations. He earned a High School Diploma/GED from Baylor University.