Timothy Spain is a financial advisor with Primerica Advisors holding Series 63 and Series 65 credentials. He has one year of experience in the financial industry, with prior roles at PFS Investments Inc. and Primerica Financial Services, alongside previous employment in education and transportation. Primerica Advisors offers a wrap-fee asset management program primarily for individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm utilizes model-driven strategies managed by unaffiliated asset managers and operates a large network of advisors and offices.

Markie Barnett is a financial advisor with Morgan Stanley in Longview, Texas, holding a Series 66 designation and bringing 10 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, N.A. since 2019. Outside of her advisory role, Barnett owns Markiebuck, a crafts business. Morgan Stanley Wealth Management offers advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm emphasizes structured planning processes supported by analytics and serves a broad client base with diverse investment and financial services.

Rhonda Bagley is a financial advisor with LPL Financial in Longview, TX, holding a Series 66 designation and 12 years of industry experience. She previously worked at Raymond James Financial Services Advisors and has been involved with JMCC Investments LLC since 2010. Bagley is also a commissioned notary in the state of Texas. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to third-party asset management, with a platform supported by research and operational tools.

Tyler Nail is a financial advisor at LPL Financial in Longview, TX, holding a Series 66 designation with two years of industry experience. Prior to joining LPL Financial, he spent four years at Texas Tech University and six years at Spring Hill ISD. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of investment adviser representatives to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, including model portfolios, third-party asset management, and institutional platforms.

Rebecca Moore is a financial advisor with Wells Fargo Advisors in Longview, TX, holding Series 63 and Series 65 designations and over 37 years of industry experience. Her career includes roles at Wells Fargo Advisors LLC and Wells Fargo Clearing dating back to 2009. She is also the owner of Moore Wealth Management, LLC, a financial practice based in Pine Bluff, AR. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services, including specialized planning for business-owner transitions, sports and entertainment, special-needs analysis, and divorce.

Ashley King is a Series 66 licensed financial advisor with eight years of industry experience, currently with Wells Fargo Advisors since 2023. She previously worked at Wells Fargo Clearing from 2018 to 2023 and has a background in healthcare. King also serves as a board member for the Spring Hill Independent School District in Longview, TX. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser 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 retirement, education, and business-owner transition planning, using proprietary research and tools to develop tailored recommendations.

Larry Castle is a financial advisor with Morgan Stanley in Longview, TX, holding Series 63 and Series 65 licenses and possessing 39 years of industry experience. His career includes roles at Morgan Stanley Private Bank since 2015, Morgan Stanley Smith Barney since 2009, and Citigroup Global Markets from 1993 to 2009. Morgan Stanley Wealth Management provides a broad range of advisory services to individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm employs a structured planning process supported by proprietary tools and serves clients with both direct and employer-based financial planning programs.

Allison Miller is a financial advisor at Ameriprise with nine years of industry experience. She holds a Series 66 designation and previously worked at Edward Jones for seven years before joining Ameriprise. Outside of her advisory role, she is involved with SWP Operations LLC, where she manages an advisory business. 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 clients nearing or in retirement with tailored income planning advice based on proprietary research and third-party data.

William Perry is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. His prior experience includes roles at SCF Investment Advisors, SCF Securities, Williams Financial Group, and Pro-Integrity Securities. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers diverse investment solutions including financial planning, model portfolios, third-party asset management, and institutional platforms.

Andrew Rodriguez is a financial advisor with J.P. Morgan Securities in Longview, TX, holding Series 63 and Series 66 credentials and eight years of industry experience. He has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2017. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Tyler Rainer is a financial advisor with Edward Jones in Longview, TX, holding a Series 66 designation and nine years of industry experience. He joined Edward Jones in 2017 after working at Select Medical from 2012 to 2016. 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, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Bruce Clark is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His career includes roles at Wells Fargo Clearing, Stifel, UBS Financial Services, and Citigroup Global Markets. Outside of his advisory work, he owns and operates JACEHH, LLC, a separate business based in Longview, Texas. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and 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 planning, using proprietary research and tools to develop tailored recommendations.

Perry Reed is the sole advisor at Perry D. Reed & Company, P.C. in Longview, Texas, holding a Series 66 designation with 22 years of industry experience. He has been with his firm since 1987 and is also a licensed Certified Public Accountant in Texas, Louisiana, and New Mexico. Outside of his advisory work, he manages personal investments in oil and gas through a separate entity. Perry D. Reed & Company, P.C. is a certified public accounting firm that provides tax consulting, planning, and preparation services for businesses and individuals. The firm refers clients needing investment services to third-party broker-dealers and participates in fee-sharing arrangements without offering portfolio management or discretionary investment authority directly.