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.