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 financial advisor at LPL Financial in Tyler, TX, holding a Series 66 designation with six years of industry experience. She has been with LPL Financial since 2017 and previously worked for Ouachita Baptist University from 2015 to 2019. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement consulting, utilizing model portfolios and research from multiple sources.

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.

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 financial advisor with LPL Financial in Tyler, TX, holding a Series 66 credential and 25 years of industry experience. He has been affiliated with Linsco Private Ledger since 2004. Outside of his advisory role, he is involved with Quad E Assets, LLC, a non-investment-related business entity. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory services, utilizing model portfolios, third-party subadvisors, and various investment strategies.

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 been with LPL Financial since 2004 and leads Lange Wealth Management, which he founded in 2015. Outside of his advisory duties, Lange is involved with C2 Financial Advisors. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers financial planning, various advisory programs, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Nicholas Orlowski is a financial advisor at LPL Financial in Tyler, TX, with one year of industry experience and a Series 66 credential. His prior roles include positions at Stephen F Austin State University, Southside Bank, and Whitehouse ISD. Outside of his advisory work, he was involved with Green Acres Baptist Church for two years. 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 offers financial planning, advisory programs, retirement plan consulting, and brokerage services, with both discretionary and non-discretionary management options.

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.

Shari Hilliard is a financial advisor with Wells Fargo Clearing in Tyler, TX, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. She has worked at Wells Fargo firms since 2009, including seven years at Wells Fargo Advisors, LLC, and ten years with Wells Fargo Clearing. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets, employs over 14,000 financial advisors, and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party analytics.

Kayla Welvaert is a financial advisor with Edward Jones in Flint, TX. She holds the Series 66 designation and has five years of experience, including prior work at Impressive Image Works. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large national network of financial advisors and branch offices.

Christopher Hazelip is a Series 66-registered financial advisor with Edward Jones in Tyler, TX, bringing eight years of industry experience. Prior to joining Edward Jones in 2018, he worked for two years at ETMC Inpatient Rehabilitation Hospital. 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 across the country.

Don Lilly is a Wealth Management Advisor with Merrill Lynch Wealth Management, where he has worked since 1998. As a qualified Portfolio Manager, he provides clients with personalized advice and manages investment strategies that may include individual stocks and bonds, Merrill model portfolios, and third-party investment options. He offers services such as personal wealth management, wealth transfer, legacy planning, and assistance in establishing or managing company retirement plans for business owners. Don holds a Bachelor of Business Administration degree from Baylor University. He is a Personal Investment Advisor (PIA) and utilizes his experience and credentials to tailor asset management strategies suited to the specific needs of each client. He manages strategies on a discretionary basis when servicing clients through the firm's Investment Advisory Program. Originally from Tyler, Texas, Don and his wife Amy, whom he married in 1985, have two children and two grandsons. They are active members of Green Acres Baptist Church. Don enjoys spending time with his family and engaging in outdoor activities such as hunting and fishing. Together, Don and Amy enjoy traveling around Texas to visit small towns and off-the-beaten-path locations.