John Reed is a financial advisor with 4 years of industry experience and holds a Series 65 credential. He is the principal of 1 Timothy 6 V 7 LLC, an independent advisory firm. Outside of his advisory work, Reed is also a teacher at Henderson High School in Texas. 1 Timothy 6 V 7 LLC provides investment management and advisory services primarily to pooled investment vehicles and institutional clients, including foundations, corporations, and plan sponsors. The firm employs a blend of active and passive strategies with a focus on risk-adjusted, tax-aware allocations and offers both discretionary and non-discretionary portfolio management alongside retirement plan consulting and financial planning.

I help you plan your optimum retirement income strategy. You’ve saved your whole life for retirement, and now it’s time to use that savings to relax and spend your time the way you want to. We will figure out together the best way for you to distribute your savings and account for investment risks, taxes, and an uncertain future. I live in East Texas with my wife and two kids. I am a former professor and take a teaching approach with my clients as well. No two retirements are the same, so your retirement plan will require some custom-fitting. I want you to understand everything we do so that you can help me understand the best plan for you. I am also an Infantry Major in the Arkansas Army National Guard.

Andrew Alston is a financial advisor at Rose Wealth, LLC with eight years of industry experience. He holds the Series 66 designation and has worked previously at Ameriprise, Edward Jones, and Texas Bank and Trust Company. Rose Wealth, LLC is a state-registered investment adviser serving individuals and high-net-worth clients with discretionary and non-discretionary management. The firm emphasizes strategic asset allocation and uses third-party money managers and model portfolios, performing due diligence and ongoing supervision of sub-advisors.

Abigail Williams is a CFP® and Series 65-licensed financial advisor with three years of industry experience. She is currently with Naviant Partners, LLC, having previously worked at Stone Oak Wealth Management, CapFinancial Partners, Covenant Multi-Family Offices, Reliance Bank Limited, and Texas A&M University. Outside of her advisory role, she is an Independent Market Partner for MONAT Global Corp., promoting haircare, skincare, and makeup products. Naviant Partners provides discretionary investment management, wealth planning, and retirement plan advisory services for individuals, high-net-worth clients, trusts, businesses, and plan sponsors. The firm employs a primarily long-term investment process incorporating modern portfolio theory and various analytical approaches, with a notable focus on retirement plan consulting and ERISA-related fiduciary services.

Sean Green is a CFP® with 12 years of industry experience, currently serving as an advisor at Rose Wealth, LLC. He previously worked for Lonestar Registered Investment Advisors, PLLC for nine years and is also the managing member and attorney at Green Law, PLLC, where he provides estate planning, business formation, probate, and related legal services. Rose Wealth, LLC is a state-registered investment adviser that offers discretionary and non-discretionary investment management to individuals and high-net-worth clients. The firm emphasizes strategic asset allocation and uses external platforms and selected account managers to implement portfolios, while performing due diligence and ongoing supervision of sub-advisors.

Grant Jordy is a financial advisor at Rose Wealth, LLC with two years of industry experience. He holds a Series 66 designation and previously worked at Merrill Lynch Wealth Management, Ameriprise, and Vasso & Associates LLC. Jordy is also licensed as an insurance agent and sells various insurance products. Rose Wealth, LLC is a state-registered investment adviser serving individuals and high-net-worth clients. The firm offers discretionary and non-discretionary investment management, focusing on strategic asset allocation and using third-party money managers and model portfolios.

We love the process of partnering with individuals to discover their personal path to a fulfilling financial future. We always tell our clients—we make recommendations, you make decisions. We offer effective tools and clear guidance to help you make retirement what you want.

Alex Alston is a financial advisor at Rose Wealth, LLC with five years of industry experience. He holds a Series 66 credential and has worked at firms including VASSO & ASSOCIATES, Ameriprise, and Wells Fargo Clearing. Outside of advisory work, Alston owns a water filter sales business and is co-owner of a residential building and sales company. Rose Wealth, LLC is a state-registered investment adviser serving individuals and high-net-worth clients through managed accounts and third-party money managers. The firm emphasizes strategic asset allocation combined with additional techniques and conducts ongoing supervision of sub-advisors.

William Rice III is a financial advisor at Concurrent Investment Advisors, LLC with 36 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Morgan Stanley for 30 years, followed by Raymond James Financial Services. Concurrent Investment Advisors provides wealth management, investment management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm manages approximately $9.9 billion in client assets across discretionary and non-discretionary mandates and employs a long-term, customized investment approach.

David Carr is a financial advisor with CG Advisory Services in Longview, TX, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. His prior roles include positions at Carr Capital and Capital Asset Advisory Services since 2018, as well as Questar Asset Management and Questar Capital Corporation from 2013 to 2018. Outside of his advisory work, he is the author of a sports psychology book titled *Winning Through Mental Toughness*. CG Advisory Services is an SEC-registered firm serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers discretionary portfolio management through proprietary and customized models, supplemented by financial planning, retirement-plan consulting, and access to alternative investments, employing a research-driven approach supported by AI tools.

Jeffrey Murry is a CFP® with 17 years of industry experience, currently with Avantax Planning Partners, Inc. in Gilmer, TX. His prior roles include nearly a decade at 1st Global Capital Corp. and various positions within Cetera entities since 2025. Outside of his advisory work, he is a partial owner of Murry Investments LLC, which manages rental properties. Avantax Planning Partners, Inc. provides portfolio management, financial planning, and managed retirement plan services to individuals, businesses, and charitable organizations. The firm primarily operates through a network of CPA firms and advisors, managing approximately $7.57 billion in assets using firm-designed investment models with tax-sensitive strategies.

Cassidy Carr is a CFP®-designated financial advisor with five years of industry experience, currently practicing at CG Advisory Services since 2021. Prior to this, Carr has been involved with Carr Capital LLC since 2017. CG Advisory Services is an SEC-registered multi-team firm that serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers discretionary portfolio management through proprietary model programs and customized Adviser-as-Portfolio-Manager arrangements, complemented by financial planning, retirement-plan consulting, fiduciary advice, and access to alternative investments via third-party platforms.

Joseph Knox is a financial advisor with Concurrent Investment Advisors, LLC, holding Series 63 and Series 65 credentials and 37 years of industry experience. His prior roles include positions at Raymond James Financial and Purshe Kaplan Sterling Investments, as well as operating his own firm, Joe L. Knox, LLC. Knox also has experience in real estate and maintains ownership of an expense management company. Concurrent Investment Advisors provides wealth management, investment management, financial planning, and retirement advisory services to a broad client base including individuals, families, trusts, estates, businesses, and retirement plans. The firm operates at enterprise scale with approximately 161 advisors managing nearly $9.9 billion in client assets, employing a long-term, customized investment approach using ETFs, mutual funds, individual securities, and alternative investments.

William Rice IV is a financial advisor with Concurrent Investment Advisors, LLC in Longview, TX, holding Series 63 and 65 licenses and possessing 13 years of industry experience. His prior experience includes roles at Morgan Stanley and Raymond James Financial Services Advisors. Concurrent Investment Advisors provides wealth management, investment management, financial planning, and retirement plan advisory services to individuals, families, trusts, estates, businesses, and retirement plans. The firm operates at an enterprise scale with approximately 161 advisors serving over 10,000 clients and managing about $9.9 billion in assets, employing a long-term investment approach with customized portfolios.

Braden Wise is a financial advisor with Guardian Life and holds Series 63 and Series 65 licenses. He has six years of industry experience, including three years with Northwestern Mutual and over one year at Park Avenue Securities and Guardian Life. Park Avenue Securities, operating as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser serving individual, pension, charitable, and corporate clients. The firm provides brokerage services, financial planning, retirement consulting, and various investment advisory programs.

Danielle Traylor is a financial advisor with Money Concepts Capital Corp, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. She has been with Money Concepts Capital Corp since 2016. Outside of her advisory role, she is a partner in insurance agencies focused on life, health, and disability products. Money Concepts Advisory Service provides investment advisory, financial planning, and consulting services to a diverse client base including individuals, pension plans, trusts, and corporations. The firm manages approximately $4.07 billion in client assets using model-driven and asset-allocation strategies, offering both discretionary and non-discretionary programs supported by third-party managers and technology platforms.

Justin Lakin is a financial advisor with Eagle Strategies (NY Life) who holds Series 63 and Series 65 licenses and has 10 years of industry experience. His prior roles include positions at TK Operations Consultants, Nylife Securities LLC, and New York Life Insurance Company. Outside of his advisory work, he is involved as a partner in a yak farming venture focused on meat production and also consults on financial services business operations and training. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm specializes in tailored advice across multiple program types and has a significant focus on non-discretionary assets, working extensively with plan sponsors and integrated within the New York Life affiliate structure.

Debra Nicholas is a financial advisor at &Partners with 27 years of industry experience. She holds a Series 63 designation and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC for a combined 16 years. She is based in Longview, TX. &Partners serves a broad mix of individual and institutional clients, including high-net-worth individuals, retirement plans, charitable organizations, and private businesses. The firm offers investment management and financial planning services through both discretionary and non-discretionary approaches, utilizing a range of proprietary and third-party strategies.

Dave Spurrier is a CFP® professional with 31 years of industry experience, currently advising at &Partners since 2025. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC for a combined 16 years. Outside of his advisory work, Spurrier serves as a board member of the North East Texas Regional Mobility Authority, a state entity focused on transportation projects. &Partners serves a broad range of individual and institutional clients, providing investment management, financial and tax planning, and retirement plan consulting. The firm utilizes a combination of fundamental, technical, and quantitative analysis with access to both proprietary and third-party strategies.

Matthew Diaz is a financial advisor with Eagle Strategies (NY Life) based in Gilmer, TX, holding Series 65 and Series 63 licenses and bringing 11 years of industry experience. He has been affiliated with New York Life Insurance Company and its related entities since 2015 and also operates Silas Parker & Associates LLC. Outside of finance, Diaz teaches martial arts to youth and adults through Diaz Martial Arts, a business he has run since 1998. Eagle Strategies serves a diverse client base including individual investors and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and operates primarily on a non-discretionary asset management model within the integrated New York Life affiliate structure.