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.

Collin Bower is a financial advisor with Ameriprise in Longview, TX, holding Series 65 and Series 63 licenses with two years of industry experience. He has worked at Ameriprise since 2021 and previously at Curtis Blakely & Co. He manages his advisory business through TWP Operations LLC as an operations specialist. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice, focusing on dependable income sources and tax-aware withdrawal strategies.

Russell Wilson is a financial advisor with Wells Fargo Advisors in Longview, TX, holding a Series 66 designation and 10 years of industry experience. He previously worked at Wells Fargo Clearing for six years before joining Wells Fargo Advisors in 2022. Outside of his advisory role, Wilson serves as vice-president of the Knobhill Homeowners Association and is a board member of the Nob Hill Property Owners Association. 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 using proprietary research and tools, with clients selecting how to implement tailored 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, he worked for Edward Jones for 11 years. Comer serves as president of the Hallsville Chamber of Commerce and is involved with the finance committee at Longview Missionary Baptist Church. He is also the owner of Sentry Wealth Group, LLC and founder of Bandsaw Holdings, LLC. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm uses a combination of proprietary programs, third-party asset managers, and advisory platforms to tailor investment strategies to client needs.

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. His career includes roles at Wells Fargo Clearing and RBC Capital Markets. Outside of his advisory work, he is involved in authoring books and creating faith-based video content on YouTube. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutions by providing investment and fee-based financial planning services tailored to clients meeting a net-worth threshold. The firm offers a broad range of planning services, utilizing proprietary research and tools, and integrates advisory services with other financial product sales and referral channels.

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 with one year of industry experience. He holds a Series 66 designation and previously worked at Northwood Retail, LLC, Osburn Contractors LLC, and J.T. Vaughn Construction, LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services and integrates advisory offerings 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 31 years of industry experience. She has worked at RBC Capital Markets since 2009 and has prior experience with Citigroup Global Markets and City National Bank. Murray serves on several boards, including a local business education organization and a nonprofit devoted to arts and culture. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base ranging from individual investors to institutions, offering tailored portfolio management and financial planning services. The firm utilizes a combination of in-house and third-party managers and provides a range of advisory programs to meet various client needs.

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 designation and 20 years of industry experience. His career includes prior roles at Raymond James Financial Services, Wells Fargo Clearing, and A.G. Edwards & Sons. Outside of his advisory work, he is involved in authoring and publishing, with two home-based writing ventures. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a broad range of financial planning and investment services delivered through a large network of advisors, employing both proprietary and third-party strategies supported by advanced operational and research tools.

Lisa Lowrance is a financial advisor at Wells Fargo Advisors in Longview, TX, with 21 years of industry experience. She holds a Series 66 designation and has worked at Wells Fargo Clearing since 2016 before joining Wells Fargo Advisors in 2022. Outside of her advisory role, she serves as an executrix for investment-related estates. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including specialized areas such as business-owner transition and special-needs analysis, using Wells Fargo research and planning tools to develop tailored recommendations.

Jason Dodson is a financial advisor with LPL Financial in Longview, Texas. He holds Series 63 and Series 65 licenses and has 28 years of industry experience, including 26 years at SWS Securities Inc. prior to joining LPL Financial in 2023. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Ronnie Barton is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds the Series 63 and Series 66 credentials. Prior to joining J.P. Morgan Securities, he worked at Romacorp, Inc. and the University of Florida. Outside of his advisory role, he is a co-owner of a sports trading cards business. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients with a focus on asset allocation advice, manager and fund searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research supported by centralized due diligence and incorporates ESG considerations where applicable.

John Black is a financial advisor with OSAIC, holding the CFP® designation and Series 63 and 66 licenses. He has 13 years of industry experience and has worked at SAGEPOINT FINANCIAL and JBA Financial Services. He serves as a board member of the Christus Good Shepherd Foundation, a local hospital nonprofit. OSAIC Wealth provides brokerage and advisory services to a diverse client base, including individual investors, retirement plan sponsors, charities, and corporations. The firm employs a model-based investment approach with a range of customizable portfolio solutions and operates a large multi-advisor platform.

Emily Arp is a Certified Financial Planner (CFP®) at Edward Jones in Kilgore, Texas, with 13 years of industry experience, all at Edward Jones since 2013. Outside of her advisory role, she is a joint owner of farms in Overton and Henderson, Texas, and serves as president of a family-owned real estate holdings LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment advisory programs, including discretionary and non-discretionary strategies, and maintains a large national network of advisors and branch offices.

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 a Series 66 designation and three years of industry experience. Prior to joining Edward Jones in 2023, he worked at Peters Chevrolet for five years, as well as in roles at Patterson Truck Stop and Tower Honda. 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 under management and offers a range of discretionary and non-discretionary investment strategies, including tax-efficient services and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.