Lisa Lowrance is a financial advisor at Wells Fargo Advisors in Longview, TX, with 21 years of industry experience. She holds a Series 66 designation and has worked at Wells Fargo Clearing since 2016 before joining Wells Fargo Advisors in 2022. Outside of her advisory role, she serves as an executrix for investment-related estates. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and fee-based 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 analysis, using Wells Fargo research and planning tools to develop tailored recommendations.

Jason Dodson is a financial advisor with LPL Financial in Longview, Texas. He holds Series 63 and Series 65 licenses and has 28 years of industry experience, including 26 years at SWS Securities Inc. prior to joining LPL Financial in 2023. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

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 financial advisor at LPL Financial with four years of industry experience. He holds the Series 66 designation and previously worked at Kestra Advisory and Kestra Investment Services. Outside of his advisory role, he owns London Investments Corporation, which he uses for business bookkeeping purposes. 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 provides a range of financial planning and investment management services through a large network of advisors who use both proprietary and third-party strategies.

Ronnie Barton is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds the Series 63 and Series 66 credentials. Prior to joining J.P. Morgan Securities, he worked at Romacorp, Inc. and the University of Florida. Outside of his advisory role, he is a co-owner of a sports trading cards business. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients with a focus on asset allocation advice, manager and fund searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research supported by centralized due diligence and incorporates ESG considerations where applicable.

John Black is a financial advisor with OSAIC, holding the CFP® designation and Series 63 and 66 licenses. He has 13 years of industry experience and has worked at SAGEPOINT FINANCIAL and JBA Financial Services. He serves as a board member of the Christus Good Shepherd Foundation, a local hospital nonprofit. OSAIC Wealth provides brokerage and advisory services to a diverse client base, including individual investors, retirement plan sponsors, charities, and corporations. The firm employs a model-based investment approach with a range of customizable portfolio solutions and operates a large multi-advisor platform.

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 a Series 66 designation and three years of industry experience. Prior to joining Edward Jones in 2023, he worked at Peters Chevrolet for five years, as well as in roles at Patterson Truck Stop and Tower Honda. 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 under management and offers a range of discretionary and non-discretionary investment strategies, including tax-efficient services and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Walter Cash is a CFP®-certified financial advisor with 43 years of industry experience, currently with Wells Fargo Advisors since 2022. He previously worked at Wells Fargo Clearing for six years and at A. G. Edwards & Sons, Inc. for sixteen years. Outside of his advisory work, he serves on the investment committee for Jefferson Regional Medical Center, is a board member of Moonlight Bay Property Association, and holds partial ownership in a tennis membership facility called Twin Lakes Tennis. 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 institutional clients. The firm offers a broad range of planning services tailored to clients meeting a net-worth threshold, including specialized planning for business owners, sports and entertainment professionals, and other niche areas.

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 worked previously at Ameriprise, Oak Bridge Financial, LLC, and New York Life Insurance Company. Outside of his advisory work, he is involved in independent insurance brokering focused on disability income. 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 portfolio programs, and institutional platforms, supporting over 22,800 advisors and managing more than $819 billion in discretionary assets.

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 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 at Wells Fargo Advisors with 38 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Wells Fargo Advisors since 2022, following six years at Wells Fargo Clearing and ten years at A. G. Edwards & Sons, Inc. Moore also owns Moore Wealth Management, LLC, a financial planning practice. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering a broad range of investment and fee-based financial planning services tailored to clients who meet certain net-worth criteria. The firm utilizes proprietary research and planning tools to develop customized recommendations, with services spanning various niche planning areas.

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.

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 based in Longview, TX. He holds Series 63 and Series 66 licenses and has eight years of industry experience. His work history includes roles at JPMorgan Chase Bank, N.A. and Nucor Steel Longview. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting through a non-discretionary program. The firm's advisory process combines quantitative and qualitative research to build model asset allocations and incorporates ESG considerations.