Amber Pauley is a financial advisor at Merrill with a Series 66 credential and seven years of industry experience. She has worked at several firms, including Bank of America and Capital Analysts. In addition to her advisory role, she serves as a lecturer in finance at Kaplan and is involved in her family’s logistics business as Vice President of Expansion. 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 both model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

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.

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, holding a Series 66 designation and 24 years of industry experience. Prior to joining LPL Financial in 2022, he worked at Wells Fargo Clearing and Wells Fargo Advisors LLC from 2012 to 2022. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by research and diverse investment strategies.

Lance Browning is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with LPL Financial since 2012. Outside of his advisory role, he is an author working on a book titled *Rise Again—my journey back from bottom through faith, family, and finance*. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

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.

Brett Hendricksen is a financial advisor with LPL Financial, holding the Series 63 and Series 66 designations and seven years of industry experience. He previously worked at TIAA and TIAA-CREF Individual & Institutional Services, and has held roles outside finance, including at Bigfoot BBQ and Lineage Logistics. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios and research from LPL Research and third-party subadvisors.

Brandon Cox is a financial advisor at Ameriprise based in Tyler, TX. He holds the Series 66 designation and has been with Ameriprise since 2024. Prior to his advisory role, his background includes work in education and retail. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. The firm offers a Premier Retirement Income service that provides written recommendation reports and ongoing retirement planning advice focused on income sources and tax-aware withdrawal strategies.

Mark Falling is a Senior Financial Advisor with Merrill Lynch Wealth Management. He began his career in the financial services industry in 1992 and has focused his client practice in East Texas since 2011, previously working in the Dallas/Fort Worth areas. Mark delivers a comprehensive approach to wealth management, emphasizing personalized financial strategies tailored to each client’s long-term goals. Mark’s expertise covers areas such as college education planning, family wealth management, legacy planning, liquidity management, retirement income, philanthropic planning, portfolio management, and tax minimization. He holds a Bachelor’s Degree from the University of Oklahoma and is designated as a Personal Investment Advisor (PIA). Mark is active in professional and community organizations, including the South Tyler Rotary Club and Junior Achievement, and volunteers with the Salvation Army Christmas Bike Build and the East Texas Food Bank. Outside of his professional work, Mark enjoys fishing, gardening, hiking, music, reading, traveling, practicing yoga, and spending time with his family. His approach to financial advising is grounded in clear communication and collaboration with clients to develop strategies aligned with their individual aspirations.

Candace Polk is a financial advisor with LPL Financial, holding a Series 66 designation and 10 years of industry experience. She previously worked at UBS Financial Services for 10 years before joining LPL Financial in 2024. Polk is also a notary. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services supported by research and diverse investment strategies.

Johnna Fullen is a Senior Financial Advisor at Merrill Lynch Wealth Management, where she is part of The LMT Wealth Management Group. She joined Merrill Lynch in 1999 after graduating from college and completing an internship in the Merrill Fort Worth office. Throughout her 27-year career, Johnna has advanced through various roles including operations, client associate, registered senior client associate, and financial advisor. Her experience in financial services, account service, and administration underpins her approach to wealth management. Johnna holds dual bachelor's degrees in finance and marketing from Texas Christian University. She is a CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Her client focus areas include college education planning, divorce transition planning, family wealth management strategies, retirement income, and socially responsible investing, among others. In addition to her professional work, Johnna is actively involved in her community. She serves on the boards of Women's Fund of Smith County and PATH (People Attempting to Help), and contributes to the Hospice of East Texas Hope Blooms Luncheon. She volunteers with the Children's Advocacy Center of Smith County and mentors high school girls in philanthropic efforts. Johnna is a member of several professional and alumni organizations, including the Texas Christian University Alumni Association and Kappa Alpha Theta Alumni Association. She resides in Tyler with her husband and daughter.

Jonathan Hill is a financial advisor with Morgan Stanley in Tyler, TX, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has worked with Morgan Stanley Private Bank, National Association since 2016 and Morgan Stanley Smith Barney LLC since 2015. Hill is also a partner in Hochahill Properties LLC, a real estate business. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate agreements.

Johnny Burchfield is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and 29 years of industry experience. He has been affiliated with PFS Investments Inc. and Primerica Financial Services since 1996. In addition to his advisory role, he is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, offering model-driven strategies and a limited number of separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure, with portfolio implementation delegated to BNY Mellon Advisors.

Thomas Smith is a CFP® professional with 34 years of industry experience, currently serving as a financial advisor at RBC Capital Markets since 2014. His prior roles include positions at Covenant, Kestra Investment Services, and Veravest Investment Advisors. Outside of his advisory work, he serves on the board of the Hospice of East Texas and holds board positions with local economic development and public improvement organizations in Tyler, TX. He is also active as a social media content creator. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers tailored advisory programs that combine discretionary and non-discretionary portfolio management with financial planning and brokerage services, leveraging both in-house and third-party investment resources.

Tyler Lamb is a Senior Financial Advisor with Merrill Lynch Wealth Management. With more than 17 years of experience, he specializes in assisting individuals, families, and businesses with managing and preserving their wealth. Tyler’s approach centers on long-term investment planning, focusing on prudent stewardship of capital to help clients achieve financial independence. Tyler holds a Bachelor's Degree from the University of Phoenix with a concentration in Business Finance and accounting. He possesses FINRA Series 7 and 66 registrations, Life Insurance licenses, and the Personal Investment Advisor (PIA) designation. Prior to his current role, he gained experience in banking, lending, and trust management. His client focus areas include retirement income, legacy planning, family wealth management strategies, portfolio management, tax minimization, and education planning. Outside of his professional work, Tyler is active in his community as a member of The Church of Garden Valley in Lindale. He enjoys spending time with his wife and three children, and engages in outdoor activities such as bass fishing and gardening.

Trey Lawson is a Wealth Management Advisor at Merrill Lynch Wealth Management. He partners with founders, executives, and multigenerational families to navigate complex wealth decisions, integrating investment strategy, tax awareness, and long-term planning to assist clients in preserving, growing, and transferring their wealth. Trey advises clients during pivotal moments such as business transitions, liquidity events, and management of concentrated positions, employing a disciplined and institutional approach to portfolio construction and risk management. His practice extends to institutional consulting, including services for select endowments, foundations, and nonprofit organizations. Trey holds the Certified Investment Management Analyst (CIMA) designation, which is taught in conjunction with the Yale School of Management. He earned a bachelor's degree from Cameron University and also holds the Personal Investment Advisor (PIA) designation. His work has been recognized nationally, including listings in Forbes' "Top Next-Gen Wealth Advisors Best-in-State" (2023–2025) and "Best-in-State Wealth Management Teams" (2023–2026). He resides in Tyler, Texas with his wife, Jacie, and their three children. Trey serves on the board of Bethesda Health Clinic and is active with Grace Community Church. His personal interests include fishing, golfing, hunting, skiing, and spending time with his family.

Cecil Staples is a financial advisor with Cetera who holds a PFS™ designation along with Series 63 and Series 66 licenses and has 32 years of industry experience. He manages Staples Wealth Management LLC and has a long-standing background in accounting as the owner of Staples & Associates, PC, CPAs. His professional activities also include operating in real estate through several entities alongside his advisory work. Cetera Investment Advisers LLC operates as a multi-manager platform serving individual, corporate, charitable, and institutional clients across a broad range of portfolio management and financial planning services. The firm supports a large network of advisors offering access to affiliated and third-party investment managers with a variety of program options and custodial arrangements.

Noah Brown is a financial advisor at Edward Jones with Series 63 and 66 licenses and one year of industry experience. Prior to joining Edward Jones, he worked at Fidelity Investments and held roles at several companies and educational institutions, including Texas A&M University and Chevron Corp. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including households across wealth levels, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets through a large nationwide network of advisors and offers a variety of discretionary and non-discretionary investment strategies alongside affiliated mutual funds and specialized services.