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.

Logan Sartain is a financial advisor at Edward Jones with one year of industry experience. He holds the Series 66 designation and previously worked at Trane Technologies and Industrial Wood Technology. Outside of his advisory role, Sartain serves as an interim worship leader at First Baptist Church of Van, 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, supported by a large network of financial advisors and branch offices nationwide.

Mollie Eldridge is a Series 66-licensed financial advisor with LPL Financial, based in Tyler, TX, and has nine years of industry experience. She has been with LPL Financial since 2017 and previously worked at Ouachita Baptist University for four years. LPL Financial is a national broker‑dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, and access to third-party asset management with a range of strategic and tactical investment options.

Cade Milligan is an Investment Consultant at Fidelity Investments, a position he has held since 2023. Prior to this role, he worked as a Regional Financial Representative at Texas Horace Mann INC. from 2022 to 2023, and as a Financial Advisor at Northwestern Mutual Wealth Management from 2020 to 2022. Cade focuses on partnering with clients through a disciplined process to develop personalized financial plans aimed at providing confidence and peace of mind. He emphasizes the importance of mutually constructed plans to help clients implement effective financial practices and behaviors that support their personal financial goals. Cade holds an Arkansas Insurance License, which supports his work in the financial services industry.

Stacy Hayes is a financial advisor with Equitable Advisors in Tyler, TX, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. Prior to joining Equitable Advisors, she worked at Lion Street Advisors and Lion Street Financial for seven years, as well as Woodbury Financial Services and PNC Managed Account Solutions. In addition to her advisory role, she manages financial powers of attorney and operates a personal financial services business. Equitable Advisors serves a broad client base including individuals, institutional clients, and charitable organizations by providing financial planning, retirement plan consulting, and various asset management programs. The firm emphasizes personalized client assessments and utilizes both proprietary and third-party investment solutions without sponsoring its own wrap fee program.

Jana Philips is a financial advisor with RBC Capital Markets, LLC, holding a Series 66 designation and bringing eight years of industry experience. She has been with RBC Capital Markets since 2015. Prior to her career in finance, she worked at Chili's Bar & Grill for seven years. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers, supported by RBC’s capital-markets capabilities and affiliated asset managers.

Drew Evans is a CFP® certificant and holds a Series 66 license with Edward Jones, where he has worked for 10 years. He practices in Troup, TX, and has been with Edward Jones throughout his industry experience. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated investment products, operating under a fiduciary standard.

Michael A Sabota is a financial advisor at Stifel with 49 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at UBS Financial Services for 38 years. He is based in Tyler, TX. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, providing both brokerage and investment advisory services. The firm’s investment approach utilizes a proprietary methodology developed by its Investment Strategy Group, offering asset allocation and financial planning based on forward-looking capital market assumptions and probabilistic modeling.

Timothy Meads is a financial advisor with Merrill in Tyler, Texas, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has worked at Merrill since 1987 and concurrently at Bank of America since 2011. Outside of his advisory role, he serves as an executor for a fiduciary entity and is a board member of the East Texas A&M Foundation, supporting scholarships and grants. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Teresa Herman is a financial advisor at Wells Fargo Clearing with 29 years of industry experience. She holds a Series 63 designation and has worked at Wells Fargo Advisors LLC and Wells Fargo Clearing since 2009. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a range of investment options including insurance-related vehicles and bank deposit sweep programs.

Jake Waldrop is a financial advisor at Edward Jones with three years of industry experience. Prior to joining Edward Jones, he worked at Stryker for five years and Titan Orthopaedic Sales for fifteen years. He holds a Series 66 designation. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory strategies, including discretionary and non-discretionary managed solutions, separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets and operates through a large nationwide network of advisors and branch offices.

Christina Swallows is a Series 66 credentialed financial advisor with Edward Jones in Tyler, TX, where she has worked for 10 years. She has spent her entire industry career at Edward Jones. 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 through a broad network of financial advisors and branch offices, offering a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Andrew Meads is a Senior Financial Advisor with Merrill Lynch Wealth Management. He has been with the firm since 2009 and has held roles including financial advisor and sales manager for the greater Dallas market. Andrew works with a diverse range of clients, including business owners, families, non-profit organizations, and widows, focusing on strategies that align with their individual financial goals. His expertise encompasses college education planning, family wealth management, legacy planning, personal retirement planning, portfolio management, services for endowments and foundations, small business strategies, and retirement income. Andrew holds a Bachelor of Arts in Communication from Baylor University and maintains professional designations as a CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Outside of his professional commitments, Andrew is an Eagle Scout and has served as an Assistant Scoutmaster. He participates in community organizations such as Leadership Tyler Class 24, the Hospice of East Texas Young Ambassador Program, and has volunteered with CASA for Kids of East Texas and the Rose Capital West Little League. He resides in Tyler, TX, with his wife and three children. In his personal time, Andrew enjoys fishing, golfing, hunting, and traveling.

Joseph Eakin is a Series 66 licensed financial advisor with 25 years of industry experience. He is currently with LPL Financial in Tyler, TX, having previously worked at UBS Financial Services. Outside of his advisory role, he is involved with Quad E Assets, LLC, a non-investment related business entity. 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 and access to third-party asset managers, supported by a wide network of more than 22,800 advisors.

Emily Welch is a financial advisor at Merrill with 12 years of industry experience. She holds a Series 66 designation and has previously worked at Wells Fargo Advisors and Wells Fargo Clearing. Welch serves as a power of attorney for family members on investment-related matters. 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. The firm offers both model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.

Gordon Lange is a financial advisor with LPL Financial in Tyler, TX, holding Series 63 and Series 65 credentials and possessing 29 years of industry experience. He has worked at LPL Financial since 2004 and previously held positions at Cantella & Co., Inc. and Raymond James Financial Services, Inc. Outside of his advisory work, Lange is involved as an investment representative with C2 Financial Advisors. 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, third-party asset management, and institutional platforms, supported by advanced operational and research tools.

Nicholas Orlowski is a financial advisor with LPL Financial, holding a Series 66 designation and two years of industry experience. His prior roles include positions at Stephen F. Austin State University and Southside Bank. 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 offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Grant Childress is a financial advisor with Edward Jones in Tyler, TX, holding the Series 66 designation and five years of industry experience. Prior to Edward Jones, he worked at BSK Health Partners, Rack Performance, DW Energy Group, and participated in a study abroad program. He serves on the board of Junior Achievement of Tyler, contributing to committees focused on investments, financial literacy programs, and charity events for students. Edward Jones is a full-service wealth management firm that serves both individual and institutional clients, offering a range of advisory programs and managed solutions through a nationwide network of financial advisors and offices.