Keith Garrett is a financial advisor at Garrett Investment Advisory Services, LLC with 17 years of industry experience. He holds Series 63 and Series 65 designations and has worked in both investment advisory and automotive sales roles, including at the Ohlson Group and Orr Hyundai. Garrett is also the sole owner of Garrett Research LLC, an online financial publication company. Garrett Investment Advisory Services, LLC provides investment supervisory services and individual portfolio management to a small number of clients, including both non–high-net-worth and high-net-worth individuals. The firm develops customized portfolios and emphasizes mutual fund and ETF analysis with ongoing monitoring of holdings and market conditions.

Charles Blaylock is a CFA® charterholder and the sole advisor at Corvum Investment Management with six years of industry experience. He is also an Associate Professor of Finance at Texas A&M University - Texarkana. Prior to his current roles, he worked at Henderson State University for eleven years. Corvum Investment Management is an independent firm providing fee-only investment management and financial planning to individuals, families, charitable organizations, businesses, and financial professionals. The firm employs a blend of passive and active investment strategies and offers discretionary portfolio management, including sub-advisory services for registered investment advisers.

Koltlon Johnson is a financial advisor at Floyd Capital Management with one year of industry experience. He holds a Series 65 designation and has worked at Floyd Capital Management since 2024. His prior roles include positions at Koch Energy Services, Texas A&M University, and Cheniere Energy, among others. Floyd Capital Management provides discretionary portfolio management to individuals, retirement and profit-sharing plans, trusts, charitable organizations, and business entities. The firm manages client assets primarily through exchange-traded funds and mutual funds, using an asset-allocation, trend-based approach focused on scaling into investments during uptrends and moving to money market funds during downturns.

Benjamin Le Grand is a financial advisor at Floyd Capital Management with one year of industry experience. He holds a Series 65 designation and has prior work experience at Patterson Nissan, Texas A&M University, and Pleasant Grove Independent School District. Floyd Capital Management provides discretionary portfolio management to individuals, retirement and profit-sharing plans, trusts, charitable organizations, and business entities, primarily using exchange-traded funds and mutual funds. The firm employs an asset-allocation, trend-based approach focused on managing risk and opportunity through active portfolio adjustments and provides quarterly performance reviews alongside custodial statements.

Alexander Davis is a CFP® certificant with four years of industry experience. He currently works at Carroll Advisory Group and previously held roles at Strategic Financial Concepts, LLC, and Fidelity Investments. Outside of finance, he has experience running a lawn service business. Carroll Advisory Group serves individual and high-net-worth clients, charitable organizations, corporations, and insurance companies. The firm provides comprehensive investment management and financial planning, using both fundamental and technical analysis to tailor diversified portfolios primarily managed on a discretionary basis.

Devin Carroll is a CFP® professional with 23 years of industry experience. He is currently with Carroll Advisory Group and has previously worked at Cogent Advisory Group LLC and LPL Financial, LLC. Outside of his advisory work, he owns Carroll Media Properties, which produces content focused on Social Security, Medicare, and retirement-related topics. Carroll Advisory Group serves individual and high-net-worth clients, charitable organizations, corporations, and insurance companies. The firm provides comprehensive investment management and financial planning services, employing both fundamental and technical analysis to create diversified, discretionary portfolios tailored to client suitability and tax considerations.

Jeremy Reed is a CFP® with nine years of industry experience, currently serving as an advisor at Carroll Advisory Group since 2025. His prior roles include positions at Thrivent Investment Management Inc, Thrivent Advisor Network, LLC, and RBC Capital Markets. He volunteers as a participant on Salisbury University’s Financial Planning Advisory Council and holds leadership roles in several religious organizations. Carroll Advisory Group provides comprehensive investment management and financial planning services to individuals, high-net-worth clients, charitable organizations, corporations, and insurance company clients. The firm employs a combination of fundamental and technical analysis to manage diversified portfolios, typically on a discretionary basis, with formal reviews conducted at least annually.

Nicholaus Domachowski is a CFP® with seven years of industry experience, currently advising at Carroll Advisory Group. His prior roles include positions at Strategic Financial Concepts, Allegheny Financial Group, Bank of America, Merrill Lynch, and The Huntington Investment Company. Carroll Advisory Group serves individual and high-net-worth clients, charitable organizations, corporations, and insurance companies, offering comprehensive investment management and financial planning services. The firm primarily manages discretionary, individually allocated portfolios using a combination of fundamental and technical analysis across a diverse range of asset classes.

Bunn Fawcett is a financial advisor at AZA Capital Management with 34 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Castleview Partners, LLC and Kestra Financial Services, Inc. He serves on the board of directors for the Southwest Arkansas Water District, contributing in a community and civic capacity. AZA Capital Management provides fee-only investment advisory and wealth management services to individuals, financial advisors and their clients, institutions, retirement plans, and charitable organizations. The firm uses a combination of quantitative and qualitative research to implement tactical asset allocation strategies, primarily focusing on index-based ETFs and customized bond portfolios.

James Cobb is a financial advisor at ON Investment Management Company with 37 years of industry experience. He has been with The O.N. Equity Sales Company since 1989 and holds Series 63 and Series 65 registrations. Outside of his advisory role, he is also involved in selling life and long-term care insurance. ON Investment Management Company serves a broad client base including individuals, families, trusts, charitable organizations, and businesses, offering financial planning, portfolio management, and retirement-plan advisory services. The firm combines comprehensive and modular planning with access to various third-party investment programs and maintains a dual-registration model integrating broker-dealer activities.

Sarah Berry is a Series 65 credentialed financial advisor with Wealth Management in Texarkana, TX, and has five years of industry experience. She is also the owner of Sarah Berry, CPA, PLLC, an accounting firm she founded in 2014. Outside of advising, she is involved in managing rental properties and farming operations through several separate business ventures. Wealth Management Nebraska LLC provides services to individual and high-net-worth clients as well as institutional clients including retirement plan sponsors and other investment advisers. The firm employs broadly diversified, passively managed portfolios with a focus on cost minimization and fee transparency, and offers discretionary asset management alongside fiduciary and backoffice support services.

James Cobb is a financial advisor at ON Investment Management Company with 57 years of industry experience. He holds Series 63 and Series 66 credentials and has worked in the insurance and financial services sectors since 1964, including roles at The O.N. Equity Sales Company and The Lincoln National Life Insurance Company. Cobb is also actively involved in selling life and long-term care insurance. ON Investment Management Company is a SEC-registered adviser subsidiary of The O.N. Equity Sales Company that provides financial planning, portfolio management, and retirement-plan advisory services to individuals, families, trusts, charitable organizations, businesses, and ERISA plan sponsors. The firm offers a range of services including modular financial plans and access to various third-party investment programs.

Bruce Gibson is a financial advisor with VOYA Financial Advisors, Inc., holding Series 63 and Series 65 licenses and 44 years of industry experience. He has been with VOYA Financial Advisors since 2014. Outside of his advisory role, he co-owns and operates a part-time photography business with his wife and works as an independent insurance agent specializing in fixed insurance products. VOYA Financial Advisors, Inc. serves a diverse client base including individuals, retirement plan sponsors, charitable organizations, corporations, and high-net-worth clients. The firm provides financial planning, portfolio management, wrap programs, and plan-sponsor consulting primarily through non-discretionary, recommendation-based relationships.

William Huddleston is a financial advisor with Eagle Strategies (NY Life) based in Texarkana, AR. He holds Series 63 and Series 65 licenses and has 23 years of industry experience. His career includes roles at Magness Financial Group LLC since 2011 and New York Life since 2002. Outside of his advisory work, Huddleston owns and operates a cow/calf cattle ranch. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients. The firm delivers tailored advice through multiple program types, serving a broad range of clients including defined contribution and defined benefit plans, charitable organizations, and corporate sponsors.

Kale Magness is a financial advisor with Eagle Strategies (NY Life) based in Texarkana, AR, holding Series 63 and Series 65 licenses and over 31 years of industry experience. He has been with Eagle Strategies since 2000 and operates Magness Financial Group LLC, which brokers non-registered insurance products. Magness is also a shareholder of NYLARC Holding Company, Inc., a reinsurer linked to life insurance products he writes with New York Life. Eagle Strategies serves a diverse client base including individuals, defined contribution and defined benefit plans, and corporate and charitable entities. The firm offers financial planning, investment management, and retirement-plan advisory services, emphasizing tailored recommendations and primarily managing assets on a non-discretionary basis.

Paul Magness II is a financial advisor with Eagle Strategies (New York Life) in Texarkana, AR, holding CFP®, Series 63, and Series 65 designations and bringing 19 years of industry experience. He has been associated with Eagle Strategies since 2009 and has operated Magness Financial Group LLC since 2011. Outside of his advisory work, he serves as Chairman of the Board of Elders and Worship Pastor at Heritage Church, where he manages volunteers and coordinates the music program. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated adviser representatives. The firm emphasizes tailored recommendations across multiple program types and manages the majority of its assets on a non-discretionary basis, including fiduciary services for retirement investors.

Brittney Yeldell is a financial advisor at Edward Jones with a Series 66 designation and three years of industry experience. She previously worked for Pharma Nobis, LLC (formerly Humco Holding Group) for eight years before joining Edward Jones. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a nationwide network of over 23,700 financial advisors and more than 15,000 branch offices.

Kevin Sherman is a financial advisor with Ameriprise in Texarkana, TX, holding Series 63 and Series 66 licenses and seven years of industry experience. His prior roles include positions at Intrua Financial, Intrua Advisory Group, LPL Financial, and TEXAR Federal Credit Union. Outside of his advisory work, Sherman serves on multiple local boards and councils, including the Atlanta City Development Corporation, the City Council of Atlanta, Texas, and the Ark-Tex Council of Governments. Ameriprise provides retirement-income planning services focused on clients approaching or in retirement with substantial investable assets, combining research-driven modeling and tax-efficient strategies delivered through a centralized consulting team. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of large institutional firms.

Joshua Andrus is a financial advisor at Raymond James Financial with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Raymond James since 2018, following 14 years at Edward Jones. Outside of his advisory role, he is president and co-owner of FA Financial Partners LLC and serves as a board member for the Tax Incremental Reinvestment Zone in Texarkana, TX. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm provides tailored, non-discretionary planning and employs analytical tools to support client goals, with specialized offerings in municipal advisory and employer-sponsored retirement plans.

Perry Brown is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 designations and bringing 30 years of industry experience. He has been with Raymond James & Associates since 2013. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional advisory services.

James Cranford is a financial advisor with Cetera, holding a Series 66 designation and five years of industry experience. He has worked at Cetera and related firms since 2020 and previously spent six years at Red River Insurance. Outside of his advisory work, Cranford serves as a college football official on a part-time basis. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors, offering portfolio management, financial planning, and retirement services to a diverse client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm operates a multi-manager platform that provides various program options and access to third-party money managers, managing over $256 billion in assets through more than 10,000 advisors.

Jeffrey Peace is a financial advisor at Ameriprise with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at LPL Financial, Intrua Advisory Group LLC, and Intrua Financial, LLC. Outside of his advisory role, he owns Peace Financial LLC, which manages his Ameriprise business. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Trina Armstrong is a financial advisor at Edward Jones with Series 66 credentials and eight years of industry experience. Prior to joining Edward Jones in 2018, she worked at Dentons Law Firm for three years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and corporate entities. The firm manages approximately $1.01 trillion in assets under management through a large network of financial advisors and branch offices, offering a range of advisory programs and investment solutions.

Ashton Wilhelm is a financial advisor with Edward Jones in Texarkana, TX, holding a Series 66 credential and one year of industry experience. Prior to joining Edward Jones, he worked at Northwestern Mutual and has also been involved in technical roles supporting event lighting and audio/visual setups at Henderson State University and LightWorks. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions with a nationwide network of over 23,000 advisors.

Beau Baker is a financial advisor at Edward Jones with 10 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2016. 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 under management and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Jess Law II is a financial advisor with LPL Financial, holding a Series 66 designation and seven years of industry experience. He previously worked at Edward Jones for eight years and was involved in an agricultural business, Wateroak Aviation, for nine years. Jess is based in Maud, Texas. 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 financial planning and investment management services through a large network of advisors and utilizes various model portfolios and third-party subadvisors.

Gage Jones is a financial advisor at Edward Jones with one year of industry experience. He holds the Series 66 designation and previously worked at Enviromatic Systems and Aramark. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including various types of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary strategies, access to separately managed accounts, and affiliated mutual funds.

Christopher Shipp is a financial advisor at Cetera with 15 years of industry experience. He holds a Series 66 designation and has been with Cetera and its affiliated entities since 2013, previously working at Regions Bank since 2010. Cetera Investment Advisers LLC is an SEC-registered adviser serving a wide range of clients including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers.

Jennifer Bennett is a financial advisor with Raymond James Financial Services Advisors, Inc. She holds a Series 66 designation and has 13 years of industry experience. Her prior work includes over a decade at Edward Jones and a year at Wells Fargo Clearing Services LLC. Outside of Raymond James, she is also associated with FA Financial Partners as a financial advisor. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports both municipal finance work and employer retirement plan advisory services.

Hershel Flanagan is a financial advisor with Raymond James Financial Services Advisors, Inc., holding the ChFC®, Series 63, and Series 66 designations, with 52 years of industry experience. He has been with Raymond James since 2011. Outside of his advisory role, he also serves as an independent contractor for FA Financial Partners LLC, providing client advising and retirement planning services. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individual, high-net-worth, corporate, institutional, and charitable clients. The firm employs tailored, non-discretionary planning and consulting supported by analytical tools and maintains specialized programs including municipal advisory services and SIMPLE IRA employer consulting.

Amy Robinson is a financial advisor with Wells Fargo Clearing in Texarkana, TX. She holds a Series 66 designation and has 12 years of industry experience, including roles at Wells Fargo Advisors LLC from 2013 to 2016 and Wells Fargo Clearing since 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory approach is IPS-driven and incorporates modern portfolio theory, providing both discretionary and non-discretionary services tailored to plan objectives and risk tolerances.

Charles Thomas is a financial advisor at Wells Fargo Clearing with 16 years of industry experience. He holds a Series 66 designation and has been with Wells Fargo Clearing since 2016, following six years at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory solutions. The firm’s process is IPS-driven and grounded in modern portfolio theory, with a broad investment menu that includes insurance-related vehicles and bank deposit sweep options.

Joseph Black is a financial advisor at Raymond James Financial with 21 years of industry experience. He has worked at Raymond James since 2017 following 13 years at Edward Jones Investments. Outside of his advisory role, he serves on the Wake Village Economic Development Committee. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations. The firm employs tailored, non-discretionary planning and analytical tools to support client goals and is noted for its municipal advisory affiliation and specialized retirement plan consulting services.

Calvin Cordray is a financial advisor with Edward Jones in Texarkana, TX, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. He has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients and managing approximately $1.01 trillion in assets. The firm offers a range of advisory programs and investment solutions, operating under a fiduciary standard and supported by a nationwide network of more than 23,700 advisors and 15,000 branch offices.

Hayden Pierce is a financial advisor at Raymond James Financial in Texarkana, TX, holding a Series 66 designation with one year of industry experience. Prior to joining Raymond James, he held various roles including positions at Union Pacific Railroad and Briggs Construction, as well as periods of self-employment. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm provides tailored, non-discretionary planning using risk profiling and analytical tools, and supports a range of advisory programs and consulting services.

Jonathan Biddy is a financial advisor at Edward Jones with nine years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2016. Outside of his advisory role, he owns oil and gas leases in Hughes Springs, Texas. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.

Joe Byrd Jr. is a financial advisor at Raymond James & Associates with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Raymond James since 2013. Outside of his advisory role, he is involved with Byrd Family Farms LLC, an agricultural business. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base, including individuals, institutional investors, and municipal entities. The firm offers a range of financial planning and consulting services with various portfolio management styles supported by extensive research and affiliated sub-advisers.

Gregory Flanagan is a CFP® with 24 years of industry experience, currently serving at Raymond James Financial. He has been with Raymond James Financial Services Advisors Inc. since 2011 and has managed FA Financial Partners, LLC since 2018. 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 advanced analytical tools and supports a range of advisory programs and institutional consulting services.

Benjamin Stroud is a financial advisor with LPL Financial in Texarkana, TX, holding Series 63 and Series 66 licenses and 21 years of industry experience. He worked at Edward Jones from 2007 to 2011 before joining LPL Financial, where he has been since 2011. He serves as a trustee for the James Randy Stroud Trust in a fiduciary capacity. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives. The firm offers a range of financial planning and asset management solutions to individuals, retirement plans, banks, and institutions, with access to both proprietary and third-party investment strategies.

Steven Jumper is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 licenses and bringing 35 years of industry experience. His prior work includes five years at Wells Fargo Clearing and Wells Fargo Advisors. He is also the owner and CEO of Jumper & Associates Financial Services in Texarkana, 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 plans, corporations, and institutional investors. The firm offers tailored, non-discretionary planning and supports municipal and public finance work through unique affiliations among large institutional advisors.

Caden Thompson is a financial advisor at Ameriprise Financial Services with one year of industry experience and holds a Series 66 designation. He has worked at several firms including LPL Financial and Peace Financial LLC. Outside of his advisory role, Thompson is involved with Back Road Country Music LLC and serves at the University of Central Arkansas. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, notable for its Premier Retirement Income service that provides retirement planning advice focused on income sources and tax-aware withdrawal strategies.

Lorie Walling is a financial advisor with Cetera in Texarkana, TX, holding Series 63 and Series 66 designations and nine years of industry experience. She has worked with Cetera Investment Services LLC since 2017 and previously with Regions since 2015. Outside of her advisory role, she co-owns and operates a lawn maintenance company with her spouse. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management, financial planning, and consulting services with varied program structures and access to third-party money managers.

Ricky Boyette Jr. is a financial advisor at Raymond James Financial with 17 years of industry experience. He holds a Series 66 designation and previously worked at Flanagan Financial Group LLC. Outside of his advisory role, he serves as treasurer and scholarship committee member for the Texarkana Area A&M Club and participates on the finance committee of Williams Memorial UMC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, institutions, and nonprofit organizations. The firm uses tailored, non-discretionary consulting with advanced analytical tools and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Gary Klein is a financial advisor with Edward Jones in Texarkana, TX, holding Series 63 and Series 66 registrations and bringing 25 years of industry experience. He has been with Edward Jones since 2000. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment strategies and advisory services through a large network of advisors and branch offices across the United States.

Melford Pierce is a financial advisor with Edward Jones in Texarkana, TX, holding a Series 66 designation and 17 years of industry experience. He has been with Edward Jones since 2008. Outside of his advisory role, he serves as Vice President on the Maud ISD School Board in Maud, TX. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of managed solutions and advisory services supported by a large network of financial advisors and branch offices nationwide.

Steven Seals is a Certified Financial Planner™ professional with eight years of industry experience, currently serving at Edward Jones since 2018. Prior to his financial advisory career, he worked for twelve years at Red River Army Depot. He is a board member of the Maud Economic Development organization in Maud, Texas. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

Dustin Stringer is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 credentials and 25 years of industry experience. He has worked at Raymond James Financial Services Advisors Inc. since 2017 and previously spent six years at LPL Financial. Outside of his advisory work, he serves as president of the Walnut Bayou Hunting Club. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using risk profiling and modeling tools, and it supports municipal and public finance work through a unique municipal advisor affiliation.

Brett Mc Claran is a financial advisor at Raymond James Financial with 27 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Wells Fargo Advisors from 2001 to 2018 before joining Raymond James in 2018. He also served in a government role with Bowie County, Texas, from 2020 to 2022. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, institutions, and corporations. The firm employs non-discretionary planning and risk profiling tools to tailor recommendations and supports institutional consulting and portfolio management across a large advisor network.

Michael Rhodes is a financial advisor with Ameriprise Financial Services, LLC, holding a Series 66 designation and nine years of industry experience. Prior to joining Ameriprise in 2024, he spent seven years at Edward Jones. Outside of his advisory work, he is involved in ministry and serves as a musician at Mt. Grove Baptist Church. Ameriprise Financial Services is a large advisory firm offering services to individual and institutional clients, including a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on income sources and tax-aware withdrawal strategies.