Roger Hendricks is a financial advisor at Edward Jones in Longview, TX, holding Series 63 and Series 66 designations with 32 years of industry experience. He has been with Edward Jones since 1993. Outside of his advisory role, Hendricks serves as a minister at the Church of Christ in Kilgore, TX, where he preaches sermons, teaches Bible classes, and conducts funerals and weddings. 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, with a nationwide network of more than 23,700 financial advisors and 15,000 branch offices.

Curtis Hinshaw III is a financial advisor with LPL Financial in Longview, TX, holding a Series 66 credential and 20 years of industry experience. His prior roles include nearly a decade at Raymond James Financial Services Advisors. Outside of financial advising, he is involved in authoring and co-ownership of a school wear company. 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 advisory and brokerage services, including financial planning, model portfolios, and retirement plan consulting.

Lisa Lowrance is a financial advisor with Wells Fargo Advisors in Longview, TX, holding a Series 66 designation and 21 years of industry experience. She has been with Wells Fargo Advisors or affiliated entities since 2009. Outside of advising, she serves as an executor for investment-related estates and holds power of attorney responsibilities. 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 tailored to clients meeting a net-worth threshold, utilizing proprietary research and tools to develop recommendations delivered through meetings and written summaries.

Jason Dodson is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He worked at SWS Securities Inc. for 26 years before joining LPL Financial in 2023. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients nationwide. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Travis Keeney is a financial advisor at Ameriprise with 12 years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones for eight years before joining Ameriprise in 2022. Outside of his advisory work, Keeney serves on the Board of Directors for the Lonestar Wing of Texas as a Wing Leader. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on written retirement income planning and tax-aware withdrawal strategies. The firm’s approach includes proprietary research and algorithmic tools, with investment options influenced by affiliated product partnerships.

John London is a Series 66 licensed financial advisor at LPL Financial with four years of industry experience. Prior to joining LPL Financial in 2026, he worked at Kestra Advisory and Kestra Investment Services from 2022 to 2026 and has held roles across several industries including energy and education. He is the owner of London Investments Corporation, which he uses for business bookkeeping purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, providing both discretionary and non-discretionary management supported by research and model portfolios.

Ronnie Barton is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Romacorp, Inc. and the University of Florida. Outside of his advisory role, he co-owns a business selling sports trading cards. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence. The firm operates within the broader J.P. Morgan organization and offers services on a non-discretionary basis.

John Black is a CFP® professional with 13 years of industry experience, currently with OSAIC since 2023. He has also been associated with SagePoint Financial since 2013 and JBA Financial Services since 2004. Outside of his advisory work, he serves as an at-large board member for the Christus Good Shepherd Foundation, a nonprofit hospital organization. OSAIC Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a broad network of affiliated advisers. The firm provides integrated brokerage and advisory services with portfolio construction supported by asset-allocation tools, risk assessments, and access to third-party money managers and managed-account solutions.

Lori James is a financial advisor at Morgan Stanley with 34 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009 and holds a Series 63 designation. Outside of her advisory role, she is involved with Young Living, a company focused on essential oils and personal products. Morgan Stanley Wealth Management serves individual and institutional clients by providing a wide range of advisory programs, including tailored financial planning that incorporates structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and offers services that include relationships with investment companies, private funds, and other specialized financial activities.

Preston Watkins is a financial advisor at Edward Jones with three years of industry experience. He holds the Series 66 designation and previously worked in various roles outside the financial industry, including positions at Peters Chevrolet and Patterson Truck Stop. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices across the United States.

Walter Cash is a CFP® with 43 years of industry experience, currently affiliated with Wells Fargo Advisors in Longview, TX. He joined Wells Fargo Advisors in 2022, after previously working for Wells Fargo Clearing and Wells Fargo Advisors LLC in various roles since 2009. Outside of his advisory work, Cash serves as an investment committee member for Jefferson Regional Medical Center and holds board and partial ownership positions in community organizations and a tennis membership facility. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutions. The firm offers a broad range of planning services and integrates advisory with other financial product sales and referral channels.

Lawrence Boyd Jr. is a financial advisor at LPL Financial with 23 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Ameriprise, Oak Bridge Financial, LLC, NYLIFE Securities Inc, and New York Life Insurance Company. Boyd also operates an independent insurance brokering business focused on disability income. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios and research from internal and third-party sources.

Jared Graham is a financial advisor with Edward Jones in Longview, TX. He holds a Series 66 designation and has three years of industry experience, including a prior 12-year tenure at Christus Good Shepherd. He serves as a board member of the Spring Hill School District Education Foundation, assisting with fundraising events to support teacher education and school programs. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large nationwide network of financial advisors and branch offices.

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 at LPL Financial with 12 years of industry experience. She holds a Series 66 designation and previously worked at Raymond James Financial Services Advisors and JMCC Investments LLC. In addition to her advisory work, she is a commissioned notary in the state of Texas. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, including financial planning, retirement consulting, and model portfolio management, supported by LPL Research and third-party subadvisors.

Tyler Nail is a Series 66-licensed financial advisor with LPL Financial in Longview, Texas. He has two years of industry experience and previously worked in education at Texas Tech University and Spring Hill ISD. LPL Financial serves a broad range of clients, including individuals, retirement plans, banks, and charitable organizations, offering financial planning, advisory programs, and brokerage services through a national network of investment adviser representatives.

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 bringing 39 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009 and 2015 respectively, and has been with Citigroup Global Markets since 1993. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs that include tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and scenario modeling to support its advisory services.