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.

Elizabeth Geter is a financial advisor at Morgan Stanley with 26 years of industry experience. She has held her current role at Morgan Stanley Smith Barney since 2010. Geter holds Series 63 and Series 65 registrations. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutional clients, including customized financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process using firm-approved tools and modeling techniques.

Gregg Davis serves as the Senior Resident Director and a Wealth Management Advisor at Merrill Lynch, where he has been employed since 1994. Since 2009, he has held the position of Resident Director for Merrill's East Texas office. In his role, he focuses on developing wealth strategies tailored to clients' financial needs, including retirement income planning and investment portfolio management. He is also responsible for fostering a client-focused culture within the office. Gregg specializes in wealth management strategies, investment consulting for defined contribution plans, legacy planning, tax minimization, and retirement income planning. He has extensive experience working with corporate retirement benefit plans and assists businesses with lending, profit sharing, 401(k) plans, and liquidity events. He holds the CERTIFIED FINANCIAL PLANNER® (CFP®) certification, the CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA) designation, and is a Retirement Benefits Consultant (RBC). He is a member of the Financial Planning Association and earned a bachelor's degree in finance from Stephen F. Austin State University. In addition to his professional commitments, Gregg serves on the board of the East Texas Food Bank and is involved with the Bank of America Charitable Foundation, Inc., where he contributes to grant decisions for community organizations in Smith County, Texas. A native Texan, he enjoys outdoor sports such as golf, hunting, and fishing. He lives in Tyler, Texas, with his wife, Rebecca, and their two children, Sarah and Cash.

Lee Cumming is a Series 66 licensed financial advisor with 23 years of industry experience. He is currently with UBS Financial Services Inc. and has previously worked at Morgan Stanley Private Bank, National Association, and Morgan Stanley Smith Barney. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides a range of capital markets solutions supported by proprietary research and model-based asset allocations.

Jeremy Ables is a CFP® and holds a Series 66 license with Edward Jones, where he has worked since 2010, accumulating 15 years of industry experience. He manages agricultural operations through Ables Farm, involving timber, vegetable, and animal management in Tyler, TX. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions, supported by a large nationwide network of financial advisors and branch offices.

Kenneth Dunn is a financial advisor with RBC Capital Markets in Tyler, TX, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with RBC Capital Markets Corporation since 2008. Outside of his advisory role, he serves as an investment committee member for the endowment fund at Christ Episcopal Church. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a variety of wrap fee advisory programs with tailored investment strategies that utilize both in-house and third-party managers.

Amber Pauley is a financial advisor at Merrill with seven years of industry experience. She holds a Series 66 designation and has worked at several firms including Bank of America and Morgan Stanley. Outside of her advisory role, she is involved in her family’s logistics business as Vice President of Expansion and has lectured on finance at Kaplan. 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, institutions, and charitable organizations.

David Denton is a financial advisor at Edward Jones in Tyler, TX, holding a Series 66 designation. He has prior experience at GPSI, South Star JCB, BWI, and Texas A&M University. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Frank Barnett is a financial advisor at RBC Capital Markets with 36 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at RBC Capital Markets Corporation since 2008. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs with customizable investment strategies implemented through a mix of in-house and third-party managers, along with integrated lending and cash-sweep arrangements.

Norman Coates is a financial advisor with OSAIC based in Tyler, TX, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His prior roles include positions at Securities America Advisors, LPL Financial, and Investment Centers of America. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services with a range of portfolio management tools and access to third-party money managers.

Gary Camp is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 38 years of industry experience. He previously worked at Avantax Advisory Services for 11 years and has owned and operated Camp Tax & Wealth, LLC, providing tax consultation and wealth management services since 2013. Camp serves as a school board member for the Lindale Independent School District. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to various third-party money managers through a multi-manager platform.

Garrett Busler is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds Series 63 and Series 65 registrations. His prior experience includes roles at Equitable Advisors and JPMorgan Chase Bank, N.A., as well as military service in the U.S. Air Force. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Patrick Clifford is a financial advisor with LPL Financial who holds a Series 66 designation and has 24 years of industry experience. Prior to joining LPL in 2022, he worked at Wells Fargo Clearing and Wells Fargo Advisors, as well as Morgan Stanley and UBS Financial Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with research tools and diverse investment strategies.

Lance Browning is a financial advisor with LPL Financial in Tyler, TX, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. His career includes prior roles at Morgan Keegan & Company and UBS Financial Services. He is also an author of a book titled *Rise Again—my journey back from bottom through faith, family, and finance.* LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by integrated technology and a wide network of investment adviser representatives.

Robbie White is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and 26 years of industry experience. He has been with Wells Fargo Clearing since 2016. Outside of his advisory role, he serves as the executrix of his mother's estate, managing real estate sales and asset division. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.