Michael C. Seamands is a financial advisor at UBS Financial Services with 48 years of industry experience. He has been with UBS since 1994 and holds a Series 63 designation. Outside of his advisory role, Seamands is an officer of Thiophenes LLC, an oil and gas company focused on simplifying oil and gas investments in Texas and Mississippi. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor investment plans.

Leesa Hedge is a financial advisor at Merrill with 18 years of industry experience and holds a Series 66 designation. She has been with Merrill Lynch since 2008 and has concurrently worked at Bank of America, NA since 2009. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.

Marcus Quesenberry is a financial advisor with Raymond James Financial, holding a Series 66 designation and five years of industry experience. He has been associated with Raymond James Financial Services Advisors since 2020 and previously worked at Preferred Imaging for twelve years. Outside of his advisory work, he is a silent investor in a pool maintenance franchise. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual, institutional, and high-net-worth clients, offering tailored, non-discretionary advice supported by advanced analytical tools and specialized municipal and public-finance services.

Christopher Ivey is a financial advisor with Edward Jones in Tyler, TX, holding a Series 66 designation and seven years of industry experience. He has worked at Edward Jones since 2018 and previously spent 16 years at EHI Holdings. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households of varying net worth, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors and offers a range of discretionary and non-discretionary investment strategies, along with affiliated mutual funds and a proprietary money market fund.

Andres Ledesma is a financial professional at MassMutual Investors Services with three years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including Northwestern Mutual and First Cash Financial Services. In addition to his advisory role, he is involved in consulting through LedCap Consulting, where he provides training and strategic business coaching. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm emphasizes collaborative, goal-based planning using advanced analytical tools and provides a range of event-driven and employer-sponsored planning programs.

Rodney Boaz is a Series 66-licensed financial advisor with Ameriprise Financial Services LLC in Tyler, TX, where he has worked since 2013. He has 16 years of industry experience. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement who meet specific asset criteria, providing detailed recommendation reports on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to support its recommendations and delivers services through a centralized consulting team alongside its large network of advisors.

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 Series 66-licensed financial advisor with LPL Financial, based in Tyler, TX. He has been with LPL Financial since 2025 and has prior experience in education, municipal roles, and various business activities, including a long-running music business. 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 financial planning and investment management services, supported by extensive advisory tools and a large network of investment adviser representatives.

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, Investment Centers of America, and Chase Investment Services. 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 portfolios, third-party asset management, and institutional platforms.

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.