Tracy Webb is a financial advisor with RBC Capital Markets in Longview, TX, holding a Series 63 designation and bringing 31 years of industry experience. She has been with RBC Capital Markets since 2009. RBC Wealth Management, a division of RBC Capital Markets, serves a broad client base including individual investors, institutional clients, corporations, pension plans, and charitable organizations. The firm offers multiple advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services tailored to clients’ risk profiles using a combination of in-house and third-party investment managers.

Alexandria Yohn is a financial advisor with OSAIC, holding a Series 66 designation and 11 years of industry experience. She has been with OSAIC and GFA Partners since 2015. Outside of her advisory role, she is involved in life insurance sales. OSAIC Wealth, Inc. serves a wide range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services. The firm employs asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to build diversified portfolios, and supports various legacy platforms and third-party managed-account solutions.

Stephen Scherrey is a financial advisor at Wells Fargo Advisors with a Series 66 designation and two years of industry experience. His prior work includes roles at Promineo LLC, the University of Central Arkansas, Domino's Pizza Inc., Centennial Bank, and Conway Christian School. 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 tailored to clients meeting a net-worth threshold, employing Wells Fargo research and tools to develop customized recommendations.

Nicholas Albert is a financial advisor with Ameriprise in Longview, TX, holding Series 63 and Series 65 designations and four years of industry experience. Prior to joining Ameriprise in 2022, he worked at Atwoods and has experience in education with Stephen F. Austin State University and Pine Tree High School. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a Premier Retirement Income service focused on retirement income planning through written Recommendation Reports and ongoing advice, utilizing proprietary research and third-party data within a defined investment framework.

Todd Antonucci is a financial advisor with Stifel, holding Series 63 and Series 65 licenses and bringing six years of industry experience. He has worked at Stifel Nicolaus since 2018 and previously spent eleven years at Brown Brothers Harriman & Co. He is also a commissioned Notary Public in the State of Texas. Stifel serves a wide range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services. The firm uses a proprietary investment strategy methodology focused on forward-looking capital market assumptions and probabilistic modeling to support client decision-making.

Abbe Weaver is a financial advisor with Ameriprise in Gladewater, TX, holding Series 63 and Series 65 licenses and possessing 14 years of industry experience. She has been with Ameriprise and its affiliated entities since 2011. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its approach and delivers recommendations through a centralized consulting team working alongside client advisors.

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.

Brooke La Bouve is a Series 66 licensed financial advisor with Edward Jones in Marshall, TX, with four years of industry experience. Prior to joining Edward Jones in 2022, she worked in education and athletics, including roles at Karnack ISD and Flex Athletics LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies and affiliated products. The firm manages approximately $1.01 trillion in assets and operates through a nationwide network of more than 23,700 financial advisors.

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.

Nathan Bach is a financial advisor with Primerica Advisors in Marshall, TX, holding Series 63 and Series 65 credentials and six years of industry experience. He has worked with Primerica Financial Services since 2019 and PFS Investments Inc. since 2011. Outside of finance, he has been a partner in an auto detail service company, Nate’s Restoration Systems, since 2004. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options primarily for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure for its services.

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.

Preston Paul is a financial advisor with Edward Jones in Marshall, TX, holding a Series 66 designation and six years of industry experience. He previously worked at Fulbright Winniford and has been with Edward Jones since 2018. Outside of his advisory role, he is a member of Jars & Clay, LLC, a manufacturing business that produces wax melts and participates in local farmers markets. 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 investment strategies and fiduciary advisory services.

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.