Amy Pate is a Series 66 licensed financial advisor at Edward Jones with seven years of experience at the firm and two years in the industry overall. Prior to joining Edward Jones, she worked for ten years at Austin Bank NA. Outside of her advisory role, she makes and sells custom t-shirts using DTF transfers from her home in Jacksonville, TX. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and affiliated investment products, operating under a fiduciary standard with over 23,700 advisors nationwide.

Jeffrey Smith is a financial advisor with Wells Fargo Clearing in Tyler, TX. He holds Series 63 and Series 66 designations and has 24 years of industry experience. Prior to his current role, he worked at Wells Fargo Advisors LLC for seven years. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a broader set of financial product offerings than typical large institutional advisers, including insurance-related vehicles and bank deposit sweep options.

Shelbi Reister is a financial advisor at Merrill with one year of industry experience. She holds a Series 66 designation and previously worked at Southside Bank, Tyler Junior College, Brookshires Grocery Company, and Arp ISD. 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, retirement plans, corporations, and charitable organizations.

Sherrie Reynolds is a financial advisor at LPL Financial in Tyler, Texas, holding Series 63 and Series 66 licenses with 27 years of industry experience. Her prior work includes roles at Austin Bank, International Bank of Commerce, Capital One ShareBuilder, and Chase Investment Services. She is also licensed to sell residential real estate in Texas through JDS Realty. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions, offering a range of advisory and brokerage services including financial planning and access to third-party asset management.

Richard Cole is a financial advisor at Ameriprise with 27 years of industry experience. He holds a Series 66 designation and has worked with Ameriprise and its affiliate since 2013. Outside of his advisory role, he owns SELAH Inc., a business involved in commission accounting and record keeping. Ameriprise offers retirement-income planning services tailored to individuals near or in retirement with significant investable assets. The firm provides a range of advisory, brokerage, and insurance solutions through affiliated companies, utilizing a centralized consulting team that delivers non-discretionary, research-driven recommendations.

Kourtney Childress is a Series 66-licensed financial advisor with Edward Jones in Jacksonville, TX, where she has worked since 2014. She has 12 years of industry experience. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of more than 23,700 financial advisors.

Kimberli Caughron is a Senior Financial Advisor with Merrill Lynch Wealth Management. She has been with Merrill Lynch since 1991, beginning her career as a Registered Client Associate before transitioning into the Financial Advisor role. Kimberli currently serves as the relationship manager with the Sauer Wolf Vivies Group, collaborating closely with her father, Robert Sauer, with whom she shares over 23 years of teamwork experience. Her expertise includes providing commercial and private lending programs through Bank of America, as well as offering customized wealth management strategies. Kimberli holds the Personal Investment Advisor (PIA) designation and completed her high school education at American Heritage School. She is committed to delivering personal attention and long-term client relationships through her extensive experience in client services and relationship management.

Terry Mebane is a financial advisor with OSAIC, holding a Series 63 designation and 33 years of industry experience. His prior roles include positions at Securities America Advisors and Voya Financial Advisors. Outside of finance, he officiates high school football games through the Texas Association of Sports Officials. OSAIC serves a diverse client base including individual investors, institutions, and charitable organizations, providing brokerage and advisory services through a large network of affiliated advisers. The firm employs a range of asset-allocation tools and offers portfolios managed on discretionary and non-discretionary bases, with access to third-party money managers and unified managed accounts.

Sarah Southerland is a Senior Financial Advisor with Merrill Lynch Wealth Management. She specializes in providing financial guidance and developing customized wealth management strategies tailored to client goals. Her areas of focus include family wealth management strategies, legacy planning, philanthropic planning, retirement income, and services for endowments, foundations, and non-profits. Sarah holds a bachelor's degree in marketing from Baylor University and an MBA from the University of Texas System. She is a Personal Investment Advisor (PIA) and a member of The Women's Fund of Smith County. Her professional experience includes managing complex portfolios and supporting clients through various stages of wealth management. She is actively involved in community organizations such as the Children's Advocacy Center of Smith County, Girl Scouts Northeast Texas, Selah Life Choices, Whitehouse ISD Education Foundation, and Green Acres Baptist Church. In her personal time, Sarah enjoys interior decorating, music, singing, spending time with her family, and traveling.

Chad Williams is a CFP® with 23 years of industry experience, currently serving as a financial advisor at Ameriprise. He has been with Ameriprise and its affiliates since 2005. Outside of advisory work, he holds non-working oil and gas royalty interests in Oklahoma. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement who meet specific asset criteria. The firm combines research, modeling, and tax-efficiency analysis to deliver written recommendation reports, primarily focusing on assets managed within Ameriprise accounts.

Lori Scott is a financial advisor with Merrill in Tyler, Texas, holding Series 63 and Series 66 licenses and 18 years of industry experience. She has been with Merrill since 2011. Outside of her advisory role, she is associated with Dream Believer, LLC. 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 plans, corporations, and charitable organizations.

Jeffery Bidstrup is a financial advisor at UBS Financial Services with 34 years of industry experience. He previously spent 10 years at Morgan Stanley Smith Barney before joining UBS in 2024. He holds Series 63 and Series 65 licenses. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary capital market assumptions, model-based asset allocations, and research to tailor plans to clients’ goals and risk tolerances.

Bryan White is a Series 66-licensed advisor with Edward Jones in Tyler, Texas, with eight years of industry experience. Prior to joining Edward Jones in 2018, he spent 21 years at Avaya Inc. He serves as Board President of Cal's Pals Inc, a nonprofit organization based in Lindale, Texas. Edward Jones is a full-service wealth management firm serving over four million clients, offering a range of advisory programs and affiliated investment products supported by a national network of more than 23,000 financial advisors.

Justin Parker is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 10 years of industry experience. He previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC. Outside of his advisory role, he is self-employed in J & T Rentals. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Kimberly Mcclure is a CFP® with 25 years of industry experience, currently advising at Cetera. She has held roles at Martin Financial Group, WJ Adams & Associates dba Adams Financial Group, and Minnesota Life Insurance Company. Outside of advisory work, she serves as a board member of The Women’s Fund of Tyler/Smith County and is a commissioned notary public. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual, corporate, charitable, and institutional clients with a variety of portfolio management and financial planning services. The firm operates a multi-manager platform offering access to affiliated and third-party managers across multiple program structures and custodial relationships.

Fred Khalaf is a Wealth Management Advisor at Merrill Lynch Wealth Management. He joined the firm in 2011, bringing two decades of experience in business finance across various industries. Fred has held positions including financial manager at a Fortune 100 company and business owner, providing him with extensive insight into the financial challenges faced by individuals and business owners. Fred specializes in wealth management strategies focusing on areas such as college education planning, family wealth management, legacy planning, retirement income, and small business strategies. He collaborates with clients to develop long-term investment plans aimed at achieving their specific financial goals. His professional designations include CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Fred completed his Bachelor's Degree within the University of California System and earned a Master's Degree in Business from the University of Texas at Austin. He participates actively in the Tyler community through involvement with All Saints Episcopal School Tyler, Azalea Academy for Exceptional Adults, Cattle Barons' Chuck Wagon Gang, and the Texas Rose Festival Strutters. Fred and his wife, Christi, have two daughters and attend Christ Episcopal Church. In his personal time, he enjoys basketball, football, golfing, soccer, traveling, and spending time with his family.

Chelsea Cooper is a Senior Financial Advisor with Merrill Lynch Wealth Management, where she has been serving clients since 2014. In her role, she collaborates with clients to connect various aspects of their financial lives, helping them identify and prioritize goals such as college education planning, family wealth management, legacy planning, retirement income, and tax minimization. Her approach emphasizes personalized solutions tailored to the unique circumstances and aspirations of each client. Chelsea earned a bachelor's degree in public relations from The University of Texas at Austin and holds the Personal Investment Advisor (PIA) designation. Born and raised in Tyler, Texas, she remains engaged with her local community through service on the board of directors for The Junior League of Tyler, participation in the Children's Ministry Team at Marvin Methodist Church, and volunteer work with the Texas Rose Festival Association. She is also an active member of the Pi Beta Phi Alumnae. Chelsea lives in Tyler with her husband, Patrick, and their children.

Lesley Loggins is a financial advisor with UBS Financial Services in Tyler, TX, holding Series 63 and 65 licenses and bringing 33 years of industry experience. Prior to joining UBS in 2026, she worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney for a combined 17 years. Outside of advisory work, she serves as an executor for an estate. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, offering a broad range of products and research to tailor plans to clients’ goals and risk tolerances.

John Hardy is a financial advisor with Wells Fargo Clearing in Tyler, TX, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he serves as an executor and trustee for multiple family testamentary trusts. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s IPS-driven advisory process is based on modern portfolio theory and includes a broader investment menu than typical institutional advisers, incorporating insurance-related vehicles and bank deposit sweep options.

Jordan Henderson is a financial advisor at Edward Jones with two years of industry experience. He holds the Series 66 designation and has prior work experience at Axley & Rode, LLP, Gollob Morgan Peddy PC, and Rainbow International. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory and investment solutions. The firm manages over $1 trillion in assets and operates a nationwide network of financial advisors and branch offices.