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 at Wells Fargo Advisors with 29 years of industry experience. His prior roles include positions at Wells Fargo Clearing, Stifel, UBS Financial Services, and Citigroup Global Markets. He holds Series 63 and Series 65 designations. Clark also owns and operates JACEHH, LLC, a separate business based in Longview, TX. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering a broad range of investment and financial planning services. The firm uses proprietary research and planning tools to develop tailored recommendations, with planning engagements generally discrete and optional implementation through brokerage or advisory programs.

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.