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 over two decades and spent a year at New England Securities. Outside of his advisory role, Hocker is a managing partner at Guide Path Financial Group and serves as treasurer for Friends of the Tyler Public Library, where he is involved in organizing fundraising events. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm supports a broad range of investment strategies and financial services, leveraging technology and a large network of advisors while overseeing more than $819 billion in discretionary assets.

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 with LPL Financial in Tyler, Texas, holding Series 63 and Series 65 licenses and having 11 years of industry experience. He previously worked at Wells Fargo Clearing, Wells Fargo Advisors LLC, and PNC Managed Account Solutions. Tyler is also involved as an agent with Ash Brokerage and DPL for non-variable insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, utilizing both proprietary and third-party strategies on discretionary and non-discretionary bases.

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.

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 16 years of industry experience. His prior work includes roles at PNC Investments, BBVA Compass Insurance Agency, and Capital One Financial Advisors. 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 range of advisory and brokerage services including financial planning, model portfolios, third-party asset management, and institutional platforms.

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.