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.

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 and LeTourneau University for one year. Miller is also involved with SWP Operations LLC, managing an advisory business outside of her primary role. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research and modeling with tax-efficient strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

William Perry is a financial advisor with LPL Financial in Longview, TX, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. His prior roles include positions at SCF Investment Advisors, SCF Securities, and Williams Financial Group. Outside of his advisory work, he is involved with Pro-Integrity Financial, a business entity used for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers various advisory programs, financial planning, and retirement consulting, providing both discretionary and non-discretionary management with access to model portfolios and research from multiple sources.

Andrew Rodriguez is a financial advisor with J.P. Morgan Securities in Longview, TX, holding Series 63 and Series 66 licenses and bringing eight years of industry experience. He has been with JPMorgan Chase Bank and JP Morgan Securities LLC 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 in Longview, TX, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His prior experience includes roles at Stifel and various Wells Fargo entities dating back to 2009. Outside of his advisory work, he owns JACEHH, LLC, a financial-related business based in Longview, TX. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing a broad range of investment and financial planning services, including specialized planning such as business-owner transitions and special-needs analysis. The firm combines advisory services with other financial products and referral channels to deliver tailored financial solutions.

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.