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Charles M

Series 65, Series 63

Carthage, TX

Dominion Portfolio Management, Inc.

Charles Maraggia is a financial advisor with Dominion Portfolio Management, Inc. He holds Series 65 and Series 63 licenses and has five years of industry experience. Prior to his current role, he worked at Calton & Associates, Inc. and Dominion Investor Services, Inc., and he also served in law enforcement and the U.S. Army Reserves. Additionally, he is an agent for New Era Life Insurance Company, specializing in fixed annuities and life insurance. Dominion Portfolio Management, Inc. provides fee-based portfolio management to individuals, high-net-worth clients, and businesses, offering both discretionary and non-discretionary services primarily across individual securities, ETFs, and mutual funds. The firm employs a combination of fundamental, technical, charting, and economic analysis to tailor investment advice to clients' goals, risk tolerance, and time horizons.

Annuities
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Drew N

Series 63, Series 66

Carthage, TX

Dominion Portfolio Management, Inc.

Drew Nixon is a financial advisor with Dominion Portfolio Management, Inc. holding Series 63 and Series 66 licenses and bringing 39 years of industry experience. His career includes roles at Dominion Portfolio Management, Dominion Investor Services, Summit Brokerage Services, and VSR Advisory Services, along with operating his own CPA firm since 1985. Outside of financial advising, he is a partner and president in several non-investment related businesses, including a CPA firm, an events rental company, and a ranch operation. Dominion Portfolio Management provides fee-based portfolio management services to individuals, high-net-worth clients, and businesses, utilizing a mix of fundamental, technical, charting, and economic analyses. The firm offers discretionary and non-discretionary management primarily through long-term trading and periodic rebalancing, with options for household account aggregation and third-party money managers.

Annuities
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David M

Series 63, Series 65

Carthage, TX

Cetera

David Murphy is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Cetera and affiliated entities since 2004 and serves as CEO and Chairman of the Board at First State Bank & Trust Company. Outside of his advisory work, Murphy is involved in community roles including serving as president of the United Fund of Panola County and chairman of the board for Broadmoor Baptist Church. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to affiliated and unaffiliated managers, accommodating various program structures and investment authorities.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Adam W

Series 66

Carthage, TX

LPL Financial

Adam Weber is a financial advisor with LPL Financial, holding a Series 66 credential and bringing 10 years of industry experience. Prior to joining LPL Financial in 2023, he worked at Edward Jones from 2016 to 2023. 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 broad range of advisory and brokerage services, including financial planning and access to model portfolio programs, supported by extensive operational and research tools.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Sarah G

Series 63, Series 66

Carthage, TX

Edward Jones

Sarah Goodson Chandler is a financial advisor with Edward Jones in Carthage, TX, holding Series 63 and Series 66 licenses and having 19 years of industry experience. She has been with Edward Jones since 2006. Outside of her advisory role, she serves as president of several local LLCs, including Goodson Properties and Emerald Wealth Management. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies and fiduciary services. The firm manages over $1 trillion in assets through its extensive network of advisors and branch offices nationwide.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Olivia B

Series 66

Carthage, TX

Edward Jones

Olivia Boone is a financial advisor at Edward Jones with three years of industry experience. She holds the Series 66 designation and previously worked at TXU Energy and TC Dillard Properties LLC. 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 solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Sarah W

Series 66

Carthage, TX

Edward Jones

Sarah Walker is a financial advisor at Edward Jones in Carthage, TX, holding a Series 66 designation with four years of industry experience. Her prior roles include positions at Pinecrest Consulting, Stifel, Northwestern Mutual, and an earlier stint at Edward Jones. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions, managing approximately $1.01 trillion in assets through a nationwide network of advisors and branches.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Christian L

Series 66

Carthage, TX

Cetera

Christian Lindsey is a financial advisor at Cetera with two years of industry experience. He holds a Series 66 designation and has previously worked at First State Bank & Trust, Consolidated Electrical Distributors, and in facilities and maintenance roles, as well as in academic positions at the University of Louisiana Lafayette and Centenary College of Louisiana. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of over 10,000 advisors. The firm offers a range of portfolio management and financial planning services across multiple program structures, with access to both affiliated and third-party managers.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Elizabeth E

Series 66

Carthage, TX

Edward Jones

Elizabeth Elliott is a Series 66-licensed financial advisor with Edward Jones in Carthage, TX, where she has worked since 2015. She has 11 years of industry experience. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, with approximately $1.01 trillion in assets under management supported by a nationwide network of more than 23,700 financial advisors.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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