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.

Martina Stanley is a financial advisor at Edward Jones in Lindale, TX, holding a Series 66 designation with three years of industry experience. She previously worked at Southside Bank for 11 years before joining Edward Jones. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Phillip Brenneman is a financial advisor at UBS Financial Services in Tyler, TX, holding Series 63 and Series 65 designations with 25 years of industry experience. He has been with UBS since 2014. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and uses proprietary research and models to tailor investment strategies.

Victoria Sorrell is a financial advisor at Merrill with 27 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Merrill since 2009 and Bank of America, N.A. since 2011. Outside of her advisory role, she owns a business in Jacksonville, Texas. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions (SPS) Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Christopher Petty is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 37 years of industry experience. His prior roles include positions at Voya Financial Advisors and Momentum Financial Group, as well as operating as a CPA and independent insurance agent. Petty maintains a CPA practice specializing in tax and litigation support services. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients, including individuals, retirement plans, corporations, and institutions. The firm offers various portfolio management and financial planning services through a multi-manager platform, with over 10,000 advisors and $256 billion in assets under management.

Tyler Miller is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 16 years of industry experience. Prior to joining LPL Financial in 2026, he worked at PNC Investments and various BBVA entities, including BBVA Compass Insurance Agency and BBVA Wealth Solutions. 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 financial planning and advisory programs, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

James Usrey is a financial advisor with Raymond James Financial Services, Inc. in Tyler, TX, holding a Series 63 designation and over 42 years of industry experience. He has worked with Raymond James since 1995 and also leads Cramidna Investment Management LLC. Outside of advising, Usrey owns two businesses, Hogs Oilfield Goods, LLC and Nobel Leaf Holdings LLC, and serves as a trustee for several investment-related entities. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a wide range of clients, including individuals, institutions, and nonprofits. The firm offers tailored, non-discretionary advisory services supported by analytical tools and is notable for its affiliation with a municipal advisor and specialized retirement plan consulting programs.

Joel Adams is a financial advisor with Raymond James Financial in Tyler, TX, holding Series 63 and Series 65 credentials and having 26 years of industry experience. He has worked with Southside Bank and its related investment services entities since 2006 and has been affiliated with Raymond James Financial since 2006. Adams serves as a committee member for Grace Community School and participates in finance committees for the Tyler Economic Development Council. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm offers tailored, non-discretionary planning and consulting using analytical tools to support client goals and maintains a range of advisory programs with an emphasis on institutional and public finance services.

James Basham is a financial advisor with Edward Jones in Tyler, TX, holding a Series 66 designation and with 14 years of industry experience exclusively at Edward Jones since 2012. He is also involved with various churches in the Tyler area, receiving honorariums for his activities. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs, including discretionary and non-discretionary strategies, and manages approximately $1.01 trillion in assets through a nationwide network of advisors and branch offices.

Jacquelyn Gutierrez is a financial advisor with Merrill in Tyler, TX, holding a Series 66 designation and 11 years of industry experience. Her prior work history includes roles at Bank of America, Edward Jones, and Merrill Lynch Pierce Fenner & Smith Inc. She serves as board secretary for Crowning Inclusion, a charitable and educational organization. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Paul Heckmann II is a financial advisor with Primerica Advisors in Tyler, TX, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. He has been with Primerica Advisors since 1990 and with Primerica Financial Services since 1989. Outside of advising, he is involved in the sale of home security and automation products through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and a limited number of separately managed account options. The firm curates third-party asset managers and uses a tiered wrap fee structure, emphasizing a range of strategic, tactical, tax-aware, and income distribution investment models.

Lindsay Strange is a CFP® professional with 14 years of industry experience, currently serving at Raymond James Financial Services Advisors, Inc. since 2023. Prior to this, she spent nine years with Edward Jones. She is also the owner of Shiloh Private Wealth, LLC, a business supporting her affiliation with Raymond James. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and analytical tools to illustrate potential outcomes and supports municipal and public-finance work through a unique municipal advisor affiliation.

Palmer Child is a Financial Advisor at Merrill Lynch Wealth Management. In this role, he works closely with clients to understand their unique goals and priorities, assisting them in developing personalized financial strategies. His expertise includes general investing, retirement planning, and preparing for unexpected financial needs. Palmer holds a Bachelor's Degree from Brigham Young University - Idaho and has earned the Personal Investment Advisor (PIA) designation. He emphasizes a collaborative approach, providing ongoing advice and guidance as clients' needs evolve.

Michael C. Seamands is a financial advisor at UBS Financial Services with 48 years of industry experience. He has been with UBS since 1994 and holds a Series 63 designation. Outside of his advisory role, Seamands is an officer of Thiophenes LLC, an oil and gas company focused on simplifying oil and gas investments in Texas and Mississippi. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor investment plans.

Leesa Hedge is a financial advisor at Merrill with 17 years of industry experience. She holds a Series 66 designation and has worked at both Merrill Lynch and Bank of America since 2008 and 2009, respectively. 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Marcus Quesenberry is a financial advisor with Raymond James Financial, holding a Series 66 designation and five years of industry experience. He has been associated with Raymond James Financial Services Advisors since 2020 and previously worked at Preferred Imaging for twelve years. Outside of his advisory work, he is a silent investor in a pool maintenance franchise. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual, institutional, and high-net-worth clients, offering tailored, non-discretionary advice supported by advanced analytical tools and specialized municipal and public-finance services.

Christopher Ivey is a financial advisor with Edward Jones in Tyler, TX, holding a Series 66 designation and seven years of industry experience. He has worked at Edward Jones since 2018 and previously spent 16 years at EHI Holdings. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households of varying net worth, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors and offers a range of discretionary and non-discretionary investment strategies, along with affiliated mutual funds and a proprietary money market fund.

Andres Ledesma is a financial professional at MassMutual Investors Services with three years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including Northwestern Mutual and First Cash Financial Services. In addition to his advisory role, he is involved in consulting through LedCap Consulting, where he provides training and strategic business coaching. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm emphasizes collaborative, goal-based planning using advanced analytical tools and provides a range of event-driven and employer-sponsored planning programs.

Rodney Boaz is a Series 66-licensed financial advisor with Ameriprise Financial Services LLC in Tyler, TX, where he has worked since 2013. He has 16 years of industry experience. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement who meet specific asset criteria, providing detailed recommendation reports on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to support its recommendations and delivers services through a centralized consulting team alongside its large network of advisors.