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.

Collin Bower is a financial advisor at Ameriprise with Series 65 and Series 63 licenses and two years of industry experience. He has worked at Ameriprise and Curtis Blakely & Co and currently owns and manages an advisory business through TWP Operations LLC. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides retirement-income planning advice through a written Recommendation Report and ongoing support. The firm uses proprietary research and algorithmic tools to guide asset allocation and withdrawal strategies within a managed account platform.

Russell Wilson is a financial advisor with Wells Fargo Advisors in Longview, TX, holding a Series 66 credential and bringing 10 years of industry experience. He has worked at Wells Fargo Clearing and Wells Fargo Advisors, LLC prior to his current role. Outside of his advisory work, he serves as vice-president and board member for local homeowners associations. 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, including specialized areas such as business‑owner transition and sports & entertainment planning, utilizing its research and planning tools to develop tailored client recommendations.

Christopher Comer is a financial advisor at Equitable Advisors with 13 years of industry experience. He holds the CFP®, ChFC®, and Series 66 designations. Prior to joining Equitable Advisors in 2024, Comer spent 11 years at Edward Jones. He serves as president of the Hallsville Chamber of Commerce and is a member of the finance committee at Longview Missionary Baptist Church. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporate, charitable, and institutional clients. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, operating primarily through program sponsors and endorsed TAMPs.

Kenneth Chinn is a financial advisor with Wells Fargo Advisors in Longview, TX, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has been with Wells Fargo-affiliated firms since 2009. Outside of his advisory role, he is involved in authoring faith-based books and creating related video content on YouTube. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutions. The firm offers a broad range of financial planning and investment services, utilizing proprietary research and tools to develop tailored recommendations for clients.

Craig Parr is a financial advisor at Morgan Stanley with 23 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley since 2009, including time at Morgan Stanley Private Bank, N.A. in Longview, Texas. Outside of his advisory role, he serves on the finance committee of First Methodist Church in Longview. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individuals and institutions. The firm provides tailored financial planning using structured tools and modeling techniques, managing approximately $2.74 trillion in client assets.

Matthew Willett is a financial advisor at Wells Fargo Advisors in Longview, TX, holding a Series 66 designation. He has experience working in construction-related businesses prior to joining Wells Fargo Advisors in 2025. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu and integrates advisory services with other financial products and referral channels.

Stephen Jones is a financial advisor at Ameriprise with 29 years of industry experience. He holds a Series 63 designation and has been with Ameriprise and its affiliated entities since 1996. Outside of his advisory role, he co-owns a business focused on wildlife damage control and serves on multiple boards, including the United Methodist Church Texas Annual Conference Pension Board and the East Texas Alzheimer’s Alliance. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement who meet specific asset thresholds, combining research, modeling, and tax-efficiency analysis to deliver customized, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its institutional platform.

Nancy Murray is a financial advisor with RBC Capital Markets in Longview, TX, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. She has worked with RBC Capital Markets since 2009 and City National Bank since 2020. Outside of her advisory role, she serves on several community and nonprofit boards, including as president of Arts!Longview, a nonprofit organization focused on arts, history, and culture. RBC Wealth Management, a division of RBC Capital Markets, LLC, offers investment advisory and brokerage services to a diverse client base, including individual investors, institutions, and charitable organizations. The firm provides tailored portfolio management programs that incorporate in-house and third-party investment managers along with options for tax management and responsible investing.

Alexander Singer is a financial advisor with Primerica Advisors in Longview, TX, holding Series 63 and Series 65 licenses and eight years of industry experience. He has worked with PFSI Investment Inc. since 2018 and has been affiliated with Primerica Financial Services since 2016. Outside of his advisory role, he is involved in the sale of home security, automation products, and loan referrals through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, which offers model-delivery strategies and a limited number of separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, operating under a tiered wrap-fee structure without fixed-fee billing options.

Roger Hendricks is a financial advisor at Edward Jones in Longview, TX, holding Series 63 and Series 66 designations with 32 years of industry experience. He has been with Edward Jones since 1993. Outside of his advisory role, Hendricks serves as a minister at the Church of Christ in Kilgore, TX, where he preaches sermons, teaches Bible classes, and conducts funerals and weddings. 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 and offers a range of advisory programs, including discretionary and non-discretionary strategies, with a nationwide network of more than 23,700 financial advisors and 15,000 branch offices.

Curtis Hinshaw III is a financial advisor with LPL Financial in Longview, TX, holding a Series 66 credential and 20 years of industry experience. His prior roles include nearly a decade at Raymond James Financial Services Advisors. Outside of financial advising, he is involved in authoring and co-ownership of a school wear company. 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 representatives. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and retirement plan consulting.

Lisa Lowrance is a financial advisor with Wells Fargo Advisors in Longview, TX, holding a Series 66 designation and 21 years of industry experience. She has been with Wells Fargo Advisors or affiliated entities since 2009. Outside of advising, she serves as an executor for investment-related estates and holds power of attorney responsibilities. 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 tailored to clients meeting a net-worth threshold, utilizing proprietary research and tools to develop recommendations delivered through meetings and written summaries.

Jason Dodson is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He worked at SWS Securities Inc. for 26 years before joining LPL Financial in 2023. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients nationwide. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Ronnie Barton is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Romacorp, Inc. and the University of Florida. Outside of his advisory role, he co-owns a business selling sports trading cards. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence. The firm operates within the broader J.P. Morgan organization and offers services on a non-discretionary basis.

John Black is a CFP® professional with 13 years of industry experience, currently with OSAIC since 2023. He has also been associated with SagePoint Financial since 2013 and JBA Financial Services since 2004. Outside of his advisory work, he serves as an at-large board member for the Christus Good Shepherd Foundation, a nonprofit hospital organization. OSAIC Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a broad network of affiliated advisers. The firm provides integrated brokerage and advisory services with portfolio construction supported by asset-allocation tools, risk assessments, and access to third-party money managers and managed-account solutions.

Emily Arp is a CFP® and holds a Series 66 designation with 12 years of industry experience. She has been with Edward Jones since 2013. Outside of advisory work, she is a joint owner of farm properties in Overton and Henderson, Texas. 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 advisors and offers a range of discretionary and non-discretionary investment strategies alongside affiliated mutual funds and trust services.

Lori James is a financial advisor at Morgan Stanley with 34 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009 and holds a Series 63 designation. Outside of her advisory role, she is involved with Young Living, a company focused on essential oils and personal products. Morgan Stanley Wealth Management serves individual and institutional clients by providing a wide range of advisory programs, including tailored financial planning that incorporates structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and offers services that include relationships with investment companies, private funds, and other specialized financial activities.

Preston Watkins is a financial advisor at Edward Jones with three years of industry experience. He holds the Series 66 designation and previously worked in various roles outside the financial industry, including positions at Peters Chevrolet and Patterson Truck Stop. 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, supported by a large network of financial advisors and branch offices across the United States.

Walter Cash is a CFP® with 43 years of industry experience, currently affiliated with Wells Fargo Advisors in Longview, TX. He joined Wells Fargo Advisors in 2022, after previously working for Wells Fargo Clearing and Wells Fargo Advisors LLC in various roles since 2009. Outside of his advisory work, Cash serves as an investment committee member for Jefferson Regional Medical Center and holds board and partial ownership positions in community organizations and a tennis membership facility. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutions. The firm offers a broad range of planning services and integrates advisory with other financial product sales and referral channels.