Thomas Boothe is a financial advisor at Main Street Asset Management with 16 years of industry experience. He holds a Series 65 designation and has been involved with Main Street Asset Management since 2009. Outside of his advisory role, he is a partner and president of Bluestone Partners, LLC, a construction and real estate services business, and he serves as chairman of the board for Sapphire Group, LLC, a real estate investment holding company. Main Street Asset Management provides investment advisory and financial planning services to individual investors, pension plans, trusts, charitable organizations, and corporations. The firm offers tailored portfolio management and a broad range of investment approaches, including discretionary management and alternative assets, with a focus on ongoing personal contact and client-specific strategies.

James Jebbia is a Series 66-licensed financial advisor with 24 years of industry experience. He has worked at Morgan Stanley from 2009 to 2019, including Morgan Stanley Private Bank, and has been with Diligent Investors, LLC since 2019. Diligent Investors, LLC provides investment advisory and financial planning services to individuals, trusts, retirement plans, and business entities. The firm employs fundamental analysis and proprietary asset-allocation models to create tailored portfolios, managing discretionary accounts and wrap fee programs while maintaining liquidity through partial cash balances.

Teresa Adams is a financial advisor at Gaddis Premier Wealth Advisors LLC with 15 years of industry experience. She holds a Series 66 designation and has previously worked at LPL Financial and Edward Jones. Outside of her advisory role, she is a commissioned notary in Denison, TX. Gaddis Premier Wealth Advisors LLC provides discretionary wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, and businesses. The firm employs model-based portfolio management using low-cost mutual funds, ETFs, individual stocks, and bonds, applying fundamental analysis and Modern Portfolio Theory with a generally long-term investment approach.

Dave Reed is a financial advisor at Gaddis Premier Wealth Advisors LLC with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at LPL Financial, Raymond James Financial Services, and Landmark Bank. Reed serves on the board of the Denison Boys and Girls Club and is involved with Restoration Pictures, a company producing Christian-themed motion pictures. Gaddis Premier Wealth Advisors LLC provides discretionary wealth management and financial planning to individuals, high-net-worth clients, trusts, estates, and businesses. The firm employs model-based portfolio management using low-cost funds, individual securities, and fundamental analysis with a generally long-term orientation.

Reno Jones is a financial advisor with Hilltop Securities Inc. in Sherman, TX, holding Series 63 and Series 65 credentials and 29 years of industry experience. He has worked at Hilltop Securities since 2020 and previously spent nine years at Raymond James Financial Services. Hilltop Securities Inc. provides brokerage, advisory, and retirement-plan consulting services to individuals, corporations, nonprofits, and institutional clients. The firm manages approximately $2.25 billion in assets and offers a range of investment solutions through an open-architecture platform, including adviser-managed and model-based programs, along with unique features such as municipal bond strategies co-advised with Franklin Templeton Group.

Jarett Brugger is a financial advisor at Hilltop Securities Inc. with 17 years of industry experience. He holds the Series 66 designation and has previously worked at Jones Asset Management and Raymond James Financial Services Advisors Inc. Hilltop Securities Inc. provides brokerage, execution, clearing, custody, investment advisory, and retirement-plan consulting services to individuals, corporations, nonprofit, and institutional clients. The firm offers a range of managed account programs and uses an open-architecture platform with multiple adviser-managed and model-based investment solutions.

Eric Kloppers is a financial advisor with Hilltop Securities Inc. in Sherman, TX, holding Series 63 and Series 65 credentials and 16 years of industry experience. His prior roles include positions at Raymond James Financial Services, Inc. and Peter G. Kloppers CPA, LLC. He serves as an advisory board member for the Sherman Education Foundation. Hilltop Securities Inc. offers brokerage, investment advisory, and retirement-plan consulting services to individuals, corporations, nonprofits, and institutional clients. The firm manages approximately $2.25 billion in assets and provides a range of portfolio management programs and specialized municipal bond strategies through an open-architecture platform.

Aaron Melton is a financial advisor at Benjamin F. Edwards & Company, Inc. He holds a Series 66 license and has one year of industry experience. Prior to joining Benjamin F. Edwards, he worked at Bar M Ranch and Presco. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving individuals, pension and profit-sharing plans, charitable organizations, corporations, and other institutions. The firm offers fee-based wrap programs, financial planning, retirement plan consulting, and investment management consulting through a broad range of strategies monitored by an Investment Strategy Committee.

Belema Dyegh is a financial advisor at Empower Advisory Group with nine years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including J.P. Morgan Securities LLC and Northwestern Mutual. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders, delivering services through an integrated model tied to Empower’s recordkeeping and administrative platforms.

Katherine Worrell is a CFP® and holds a Series 66 license with 16 years of industry experience. She has been with Benjamin F. Edwards & Company, Inc. since 2014. Outside of her advisory role, she is the owner of W Opportunity Fund, LLC, a real estate and investment-related business based in Sherman, TX. Benjamin F. Edwards & Company, Inc. is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, pension plans, charitable organizations, and corporations. The firm provides a range of fee-based wrap programs, financial planning, and investment management consulting, offering both discretionary and non-discretionary strategies monitored by an Investment Strategy Committee.

James Graham is a CFP® certified financial advisor with 25 years of industry experience. He has been with Benjamin F. Edwards & Company, Inc. since 2014. Outside of his advisory role, he co-owns Graham Honey Company LLC, a business focused on honey production in Pottsboro, TX. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a diverse client base, including individuals, pension plans, charitable organizations, and corporations. The firm offers a range of fee-based wrap programs, financial planning, and investment management services, utilizing both strategic and tactical portfolio management approaches.

Paula Judkins is a financial advisor with Benjamin F. Edwards & Company, Inc., holding a Series 66 designation and bringing 24 years of industry experience. She has been with Benjamin F. Edwards since 2014. Outside of her advisory role, she works as a Pampered Chef consultant on a part-time basis. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a diverse client base, including individuals, pension plans, charitable organizations, and corporations. The firm offers a range of fee-based wrap programs, financial planning, and investment management services, utilizing both proprietary and third-party strategies monitored by an Investment Strategy Committee.

Brooke Wentner is a financial advisor with GWN Securities Inc., holding a Series 63 license and bringing 46 years of industry experience. She has worked at GWN Securities since 2010 and with Teachers Retirement Services since 2000. Outside of her advisory role, she is also licensed as an insurance agent, specializing in fixed and indexed annuities, long-term care, and life insurance. GWN Securities provides investment advisory services to individual and corporate clients through various managed account programs and financial planning offerings. The firm employs a mix of sub-advisers and model-based allocations grounded in asset allocation and Modern Portfolio Theory, with a historic emphasis on market-timing and momentum-based strategies.

Bruce Melton is a financial advisor at Benjamin F. Edwards & Company, Inc., holding a Series 63 designation with 40 years of industry experience. He has been with Benjamin F. Edwards since 2014. Outside of his advisory role, he is a part owner of a family cattle farm in Sherman, Texas. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a diverse client base, including individuals, pension plans, and institutions. The firm offers a range of fee-based wrap programs, financial planning, and investment management services, utilizing both proprietary and third-party strategies overseen by an Investment Strategy Committee.

Nicholas Grayson is a financial advisor at Benjamin F. Edwards & Company, Inc. with one year of industry experience. He holds a Series 66 designation and has worked previously at National Government Services and ServiceLink Services LLC. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, pension plans, charitable organizations, and institutions. The firm offers fee-based wrap programs, financial planning, and investment management consulting, utilizing both proprietary and third-party managed strategies across mutual funds, ETFs, separately managed accounts, and customized portfolios.

Tiffany Fisher is a ChFC® with 26 years of industry experience, currently affiliated with United Planners Financial Services of America as a Limited Partner. Her prior roles include over two decades at CNS Securities, LLC, followed by a position at LPL Financial LLC. Outside of her advisory work, she has involvement with CNS Insurance Services. United Planners Financial Services is a national wealth-management enterprise serving a diverse client base through independent representatives. The firm manages approximately $12.77 billion in assets, primarily on a non-discretionary basis, and offers a mix of advisory and brokerage services across individual, institutional, and retirement plan clients.

Dustin Sandlin is a CFP® professional with 20 years of industry experience, currently affiliated with Wells Fargo Clearing since 2016. Prior to this, he worked at Wells Fargo Advisors LLC for seven years. Outside of his advisory role, he co-owns Timber Ridge Farms, LLC, a non-investment-related business in Pottsboro, TX. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s investment approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options in its investment menus.

Timothy Parady is a financial advisor with LPL Financial in Denison, TX, holding Series 63 and Series 65 licenses and with five years of industry experience. His prior roles include positions at Primerica Advisors, Primerica Financial Services, and AssuredPartners of TX. Outside of his advisory work, he is also a business owner operating as an Uber driver. 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 wide range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of advisors and advanced operational tools.

Clayton Mahone is a financial advisor with Mass Mutual Investors Services in Sherman, TX, holding a Series 66 designation and 18 years of industry experience. He has been with Mass Mutual Investors Services since 2015 and has been associated with MassMutual Life Insurance Co since 2007. Outside of his advisory role, he serves as a board member on the City of Sherman Planning and Zoning Commission. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser offering financial planning and asset management to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual financial planning engagements using firm-approved analytical tools and provides various event-driven planning programs.

Michael Kane III is a financial advisor at LPL Financial with 20 years of industry experience and holds a Series 66 designation. His career includes roles at Hilltop Securities, BBVA Wealth Solutions, J.P. Morgan Securities, and Chase Investment Services. Kane is also associated with Cellar Strategies Wealth and Advisory Services, an LPL-related business. 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 a range of advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies, supported by advanced operational tools.