Richard Smith is a financial advisor with Edward Jones, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has been with Edward Jones since 2010, based in Tyler, TX. 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, including discretionary and non-discretionary wrap fee solutions, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Thomas Mathis is a financial advisor with Morgan Stanley in Tyler, Texas, holding Series 63 and Series 66 credentials and bringing 18 years of industry experience. He has been with Morgan Stanley Smith Barney since 2010 and Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory work, he serves on the board and finance committee of Kourage Health, a health and welfare nonprofit organization in Tyler. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individual and institutional clients. The firm’s financial planning process incorporates structured discovery and firm-approved tools, utilizing resources such as the Global Investment Committee’s Secular Return Estimates and Monte Carlo simulations to model outcomes.

Robin Cromer is a financial advisor at Edward Jones in Tyler, TX, holding a Series 66 designation with 12 years of industry experience. He has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors. The firm offers a range of advisory strategies, separately managed accounts, and proprietary investment products, operating under a fiduciary standard and supported by a nationwide network of more than 23,700 advisors.

Gary Miller is a Wealth Management Advisor at Merrill Lynch Wealth Management. He has more than 20 years of experience in the financial services industry, including over 10 years in the insurance sector before joining Merrill Lynch in 2000. Gary's role involves building client relationships, asset allocation modeling, and creating customized wealth management strategies for institutions and high-net-worth clients, with a focus on professionals and entrepreneurs nearing retirement. He is a qualified Portfolio Manager, managing personalized or defined investment strategies that may include individual stocks and bonds, Merrill Lynch model portfolios, and third-party investment options. In the firm's Investment Advisory Program, he may manage these strategies on a discretionary basis. Gary holds several professional designations, including the Chartered Financial Consultant (ChFC) from the American College of Financial Services, the Chartered Advisor in Philanthropy (CAP), and the Chartered Retirement Planning Counselor (CRPC) offered through the College for Financial Planning Institutes Corp. He earned a bachelor's degree in business from Stephen F. Austin State University in Nacogdoches, Texas. He resides in Tyler, Texas, with his wife, Dorota, and their twin daughters, Isabella and Sophie.

Shannon Strickland is a Wealth Management Advisor and First Vice President at Merrill Lynch Wealth Management. He joined Merrill Lynch in 1998 and has over 35 years of experience in the financial industry. Shannon holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation, awarded by the Certified Financial Planner Board of Standards, Inc., and additional credentials including Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Shannon earned an Associate's Degree from Tyler Junior College and a Bachelor's Degree in Business Administration from the University of Texas at Tyler. He specializes in working with high-net-worth individuals to identify financial needs and goals, develop comprehensive wealth management strategies, and assist clients in tax-efficient wealth transfer. His client focus areas include college education planning, employee benefits, retirement income, portfolio management, small business strategies, and tax minimization. Residing in rural Bullard, Texas, Shannon shares his home with his two heelers, Junior and Sonny.

Earl Hengen is a Series 66 licensed financial advisor with Edward Jones in Flint, Texas, where he has worked since 2007, totaling 25 years of industry experience. Outside of his advisory role, he owns a rental property in Tyler, Texas, which is managed through Airbnb. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors, and offers a range of advisory programs and investment solutions supported by a nationwide network of financial advisors and branch offices.

Shaune Martinez is a Series 66-licensed financial advisor with seven years of industry experience, currently with Raymond James Financial in Tyler, TX. Prior to joining Raymond James, Martinez worked at Edward Jones for five years and has experience in both wealth management and banking. Outside of his financial career, he serves as a music leader for Sunday services at Mt Carmel Baptist Church. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary advisory services supported by analytical tools and maintains unique municipal advisory capabilities alongside specialized retirement plan consulting.

Sean Tiner is a financial advisor with LPL Financial in Tyler, TX, holding a Series 66 designation. He has been with LPL Financial since 2025. His prior experience includes roles in education, municipal government, and entrepreneurial activities such as operating Owen Tiner Music for over 25 years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning services, and utilizes model portfolios and third-party research to support various investment strategies.

Tina Sivertsen is a financial advisor with Primerica Advisors in Lindale, TX, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. She has worked with PFS Investments Inc. since 2012 and Primerica Financial Services since 2001. Outside of advisory work, she serves as a director of Storm, Inc., a legal entity formed for Primerica business purposes, and is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Wilda Adams is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 38 years of industry experience. She has worked at Cetera since 2023 and previously spent over two decades with Securian Financial Services. Cetera Investment Advisers LLC is a nationwide SEC-registered adviser serving individual, corporate, charitable, employer-sponsored retirement, and institutional clients through a multi-manager platform offering discretionary and non-discretionary portfolio management, financial planning, and a range of program options.

Mara Corley is a Wealth Management Advisor with Merrill Lynch Wealth Management. She specializes in Family Wealth Management Strategies, Legacy Planning, Liquidity Management, Managing New Wealth, Personal Retirement Planning, Portfolio Management Services, and Retirement Income. Mara focuses on developing personalized financial strategies to help clients pursue their long-term goals through a comprehensive understanding of their full financial picture. She holds a Bachelor's Degree from Montclair State University and has earned multiple professional designations, including Certified Plan Fiduciary Advisor (CPFA), Certified Private Wealth Advisor (CPWA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Mara's approach is grounded in a strong sense of character and commitment to guiding clients through various market cycles. Outside of her professional role, Mara participates in community volunteering and enjoys golfing, ice hockey, and traveling. Her personal philosophy emphasizes the pursuit of happiness as an ongoing process, which influences how she manages client relationships and priorities.

Anthony Morton is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. His prior roles include positions at Ameriprise Financial Services and Investment Centers of America. He also has involvement in tax preparation and accounting through a separate CPA-related business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers diverse advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios, third-party subadvisors, and technology-driven investment strategies.

Christie Blaine is a financial advisor at RBC Capital Markets with 23 years of industry experience. She holds the Series 66 designation and has worked at RBC Capital Markets since 2008. RBC Wealth Management, a division of RBC Capital Markets, serves a broad client base including individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers various wrap fee advisory programs with discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services tailored to clients' risk profiles.

Richard Rogers is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. His prior background includes roles at Sagepoint Financial, Inc., and Questar Asset Management, as well as self-employment since 2002. Outside of financial advising, he is an ordained Baptist minister engaged in preaching and teaching biblical principles. OSAIC serves a diverse client base, including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, utilizing asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct portfolios across various asset classes.

John Rogers is a financial advisor at Stifel with 28 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at UBS Financial Services and PaineWebber. He is based in Tyler, Texas. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach relies on proprietary analysis and probabilistic modeling developed by its Investment Strategy Group.

James Muckleroy is a financial advisor with UBS Financial Services in Tyler, TX, holding the Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with UBS Financial Services since 2008. Outside of his advisory work, he owns and operates a horse breeding and sales business. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor financial plans. The firm operates with institutional trading capabilities alongside wealth management services and offers a wide range of brokerage, advisory, and capital markets solutions.

Hunter Youngblood is a Series 66-licensed financial advisor at J.P. Morgan Securities with 22 years of industry experience. He has been with J.P. Morgan Securities since 2012. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with broker-dealer and investment adviser functions, delivering recommendations on a non-discretionary basis.

Ana Delgadillo is a financial advisor with Morgan Stanley in Tyler, TX, holding a Series 66 designation and two years of industry experience. Prior to joining Morgan Stanley in 2024, she worked at Merrill from 2022 to 2024 and has a diverse background including roles at Ulta Cosmetics, Heaton Eye Associates, Texas Spine & Joint/Baylor Scott & White, and The University of Texas at Tyler. In addition to her advisory work, she holds a Notary Commission in Texas. Morgan Stanley Wealth Management provides a range of advisory programs to both individual and institutional clients, utilizing structured financial planning tools and modeling techniques to assist with tailored financial plans.

John Oberg III is a financial advisor with Morgan Stanley, holding a Series 63 designation and bringing 26 years of industry experience. He has been with Morgan Stanley Private Bank, National Association since 2016 and with Morgan Stanley Smith Barney LLC since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes firm-approved planning tools and scenario analysis in its financial planning process.

Jennifer J. Sampson is a financial advisor with UBS Financial Services in Tyler, TX, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. She has been with UBS since 2008. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary research and model-based asset allocations to tailor financial plans to clients’ goals and risk tolerances.