Laura Dawson is a CFP® with 22 years of industry experience, currently serving as an advisor at Berthel Fisher & Company Financial Services, Inc. since 2007. Her background includes ownership and management roles in cattle farming, commodities trading, and insurance businesses. Berthel Fisher & Company Financial Services, Inc. provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, and institutional clients, offering a range of asset management platforms and portfolio construction options through approximately 100 independent investment adviser representatives.

Nathan Crouch is a financial advisor with Berthel Fisher & Company Financial Services, Inc. in Sulphur Springs, TX. He holds Series 63 and Series 66 registrations and has 11 years of industry experience. Prior to his current roles, he has been with BFC Planning, Inc. since 2019 and Berthel Fisher & Company Financial Services since 2016. Outside of advisory work, he is involved as an insurance agent with two local agencies. Berthel Fisher & Company Financial Services provides investment advisory and financial planning services primarily for individual and high-net-worth clients, managing approximately $906 million in client assets. The firm offers a variety of investment platforms and strategies tailored to client needs, including discretionary and non-discretionary management, third-party arrangements, and variable annuity sub-account management.

Adriana Camacho is a financial advisor at Edward Jones with a Series 66 designation and 0 years of industry experience. Her prior work experience includes roles at Merren Law Office, Everything Unique, Doordash, and Sulphur Springs Independent School District. 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 strategies, with approximately $1.01 trillion in assets under management supported by a large network of financial advisors and branch offices.

Chettamra Alexander is a financial advisor with Raymond James Financial with 18 years of industry experience. He holds Series 66 and Series 63 credentials and has held roles at Raymond James Financial Services since 2007. In addition to his advisory work, he serves as Branch Manager at Alliance Bank in Sulphur Springs, TX. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and institutional clients. The firm offers tailored non-discretionary planning and investment consulting, utilizing risk profiling and modeling tools, and supports advisory programs as well as institutional consulting and portfolio management.

Reagan Lowrance is a CFP® and holds a Series 66 license, currently advising at Raymond James Financial with two years of industry experience. Prior to joining Raymond James, Lowrance worked briefly at Stavis & Cohen Financial and spent five years at Texas Tech University. In addition to advisory duties, Lowrance is involved with Rising Wealth Management, LLC, a support company based in Sulphur Springs, TX. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, and institutional entities. The firm employs a non-discretionary approach focused on fact-finding and analytical tools to align investment recommendations with client goals, supporting implementation through advisory programs and other providers.

Troy Lopez is a financial advisor at Raymond James Financial with one year of industry experience. He holds a Series 66 designation and previously worked at City National Bank of Sulphur Springs for 18 years. Outside of advising, he is a partner in a custom hay baling operation with his brothers. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, institutions, and nonprofits. The firm offers non-discretionary planning tailored to client goals and supports advisory programs, institutional consulting, and portfolio management across a large advisor network.

Jeffery Kesting is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and possessing 21 years of industry experience. His prior work includes roles at Independent Financial Group, Cetera Advisor Networks, Cambridge Investment Research, Girard Securities, Equitable Advisors, and Valic Financial Advisors. Outside of his advisory work, he is a season ticket owner involved in buying and selling individual event tickets. 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 access, and institutional platforms, supported by various advisor-facing tools to assist in client account management.

Monica Littlefield is a financial advisor with Cetera, holding a Series 63 license and bringing 33 years of industry experience. She has worked extensively with Avantax and 1st Global Advisors and currently provides financial services through her firm, Financial Solutions. Outside of her advisory work, she serves as comptroller for a country club and is a director and treasurer for a day habilitation center. Cetera Investment Advisers LLC is an SEC-registered adviser that supports over 10,000 independent advisors nationwide, serving individual, corporate, charitable, and institutional clients. The firm offers a range of portfolio management, financial planning, and retirement services through a multi-manager platform that allows advisors to tailor investment strategies using affiliated and third-party managers.

Nichole Rosamond is a financial advisor with Edward Jones in Sulphur Springs, TX, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, she worked in home health care for several firms from 2016 to 2023. Outside of finance, she co-owns a residential construction business and operates a small boutique that sells honey and accessories. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies. The firm supports over 23,000 financial advisors across the U.S. and manages approximately $1.01 trillion in assets.

Laura Ballard is a financial advisor at Edward Jones with one year of industry experience. Prior to joining Edward Jones, she worked for L3Harris for 13 years. Outside of her advisory role, she coaches a competitive gymnastics team in Sulphur Springs, TX. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment advisory programs and affiliated financial services, supported by a nationwide network of over 23,000 advisors.

Emily Atkinson is a financial advisor at Raymond James Financial with a Series 66 designation and one year of industry experience. Her prior roles include positions at Plains Capital Bank, Northwestern Mutual, and various educational institutions including Texas Christian University. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and consulting using risk profiling and analytical modeling, and it supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Christopher Voorheese is a financial advisor at Edward Jones with 22 years of industry experience. He has been with Edward Jones since 2010 and holds Series 63 and Series 66 designations. Outside of advising, he owns a cattle ranch and serves as a board member for a local cemetery in Sulphur Springs, TX. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies and affiliated financial services. The firm manages over $1 trillion in assets and operates a large network of advisors and branch offices nationwide.

Craig Johnson is a CFP® professional with 16 years of industry experience, currently affiliated with Raymond James Financial Services Advisors, Inc. He previously worked at Edward Jones for 12 years. Outside of his advisory role, Johnson holds leadership positions in several local businesses, including outdoor advertising firms and real estate development entities. Raymond James Financial Services Advisors, Inc. provides financial planning and advisory services to a diverse client base, including individuals, high-net-worth clients, and institutional investors. The firm offers tailored, non-discretionary investment consulting using advanced analytical tools and supports specialized services such as municipal advising and SIMPLE IRA employer consulting.