Kenneth Knox is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has previously worked with Kestra Advisory and Woodbury Financial Services. Outside of his advisory role, he participates in team roping as a header. 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 variety of financial planning and investment services, utilizing model portfolios, third-party subadvisors, and customized strategies supported by advanced operational tools.

Brad Howlett is a financial advisor with Edward Jones in Marshall, TX, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience since 2003. Outside of his advisory role, he is involved in venue and event center businesses in Marshall, including co-owning Warehouse 208 and partnering in Howlett Investments LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets and operates a nationwide network of more than 23,700 financial advisors.

Ashley Caudle is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 21 years of industry experience. Prior to joining LPL Financial in 2026, she worked at Kestra Advisory and Kestra Investment Services from 2019 to 2026 and Woodbury Financial Services from 2016 to 2019. She is also the owner of Caudle Financial Services, a back-office operations business. 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 range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management access, and institutional platforms.

Michael Stevens is a financial advisor with Cetera, holding a Series 66 designation and 18 years of industry experience. His career includes roles at Avantax Advisory Services and Colonial Life. Outside of his advisory work, he is involved in managing an outdoor adventure business offering watercraft rentals and guide services, and he serves as an executor for estate administration. Cetera Investment Advisers LLC is an SEC-registered firm that serves a wide range of clients, including individual investors, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers multiple portfolio management options and financial planning services through a large nationwide network of independent advisors.

Kasey Cram is a financial advisor at Edward Jones in Marshall, TX, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones, Kasey worked at Amore Mio Trattoria and was a full-time student for eight years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment advisory programs and maintaining a large national network of financial advisors and branch offices.

James Thomas is a financial advisor with Edward Jones in Marshall, TX, holding Series 63 and Series 66 licenses and 20 years of industry experience. He has been with Edward Jones since 2005. Outside of his advisory role, he has involvement in royalty interests related to Basa Resources and holds positions with COG Operating LLC and Texas Petroleum Investment Co without active responsibilities. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a wide range of advisory services, including discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets through a network of more than 23,000 financial advisors and maintains capabilities beyond advisory services such as a trust company and securities-based lending.

Lorie Knox is a financial advisor with LPL Financial, holding a Series 66 designation and five years of industry experience. She previously worked at Kestra Advisory and Kestra Investment Services. Knox is also involved in back-office operations as a bookkeeper for Knox Financial Advising. 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, including financial planning, model portfolio programs, and institutional platforms, with advice and account management primarily delivered by investment adviser representatives.

James Thomas is a financial advisor with Edward Jones in Marshall, TX, holding a Series 66 designation and beginning his advisory career in 2026. Prior to joining Edward Jones, he held roles at Northwestern Mutual and various positions at Texas A&M University. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.

Michael Verhalen is a financial advisor at OSAIC with 39 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Woodbury Financial Services, Inc. from 2011 to 2018. Verhalen also operates Verhalen Financial Group, a sole proprietorship providing fixed product insurance and supplemental products. OSAIC Wealth serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm employs a model-based investment process with asset allocation and portfolio optimization tools, and supports various account types and third-party manager programs.

Molly Hollis is a financial advisor at Edward Jones in Marshall, TX, holding a Series 66 designation with six years of industry experience. Before joining Edward Jones in 2018, she worked briefly for the US Department of Education and held positions at the University of Texas at Tyler in writing and alumni relations. Edward Jones is a full-service wealth management firm serving individual and institutional clients, managing over $1 trillion in assets through a nationwide network of advisors, and offering a range of advisory and investment strategies under a fiduciary standard.

Beau Burris is a financial advisor at LPL Financial with one year of industry experience. He holds a Series 66 designation and has previously worked at Kestra Advisory Services and Kestra Investment Services. His background includes roles outside the financial industry, such as teaching positions at East Texas Baptist University and local schools. 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 range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by a large network of advisors and extensive operational resources.

Breandan Pogue is a financial advisor with Edward Jones in Hallsville, TX, holding a Series 66 credential and nine years of industry experience. His prior experience includes roles at Raymond James Financial Services, Concurrent Advisors, Eagle Capital Advisors, and a previous tenure with Edward Jones. He also spent one year at Bizzwebz.com. Edward Jones is a full-service wealth management firm serving both individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs and investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Aurelio Ortiz is a Series 66 licensed financial advisor at Edward Jones with three years of industry experience. He previously worked for Wilson Insurance Agency, LLC for nine years before joining Edward Jones. 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 strategies, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.

Courtney Meadows is a financial advisor at Equitable Advisors with one year of industry experience. Prior to joining Equitable Advisors, Meadows worked for Conterra Network, Genesis Endeavors LLC, and as an independent distributor for Mission Foods. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives, employing both proprietary and third-party advisory models.

Alexandria Yohn is a financial advisor at OSAIC with 11 years of industry experience. She holds a Series 66 designation and has worked at OSAIC and GFA Partners since 2015. Outside of her advisory role, she is involved in life insurance sales. OSAIC Wealth serves a diverse client base including retail and institutional investors, offering a range of brokerage and advisory services supported by a multi-advisor platform. The firm’s investment process focuses on model-based asset allocation and portfolio optimization, with an emphasis on efficient frontier analysis and risk management.

Brooke La Bouve is a Series 66 licensed financial advisor with Edward Jones in Marshall, TX, with four years of industry experience. Prior to joining Edward Jones in 2022, she worked in education and athletics, including roles at Karnack ISD and Flex Athletics LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies and affiliated products. The firm manages approximately $1.01 trillion in assets and operates through a nationwide network of more than 23,700 financial advisors.

Nathan Bach is a financial advisor with Primerica Advisors in Marshall, TX, holding Series 63 and Series 65 licenses with seven years of industry experience. He has worked at Primerica Financial Services since 2019 and PFS Investments Inc. since 2011. Outside of financial services, he is a partner in an auto detailing business, Nate Bach, Inc., committing significant time monthly. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm employs model-delivery strategies from unaffiliated asset managers and manages approximately $15.5 billion in assets through a large network of advisors.

Preston Paul is a financial advisor with Edward Jones in Marshall, TX, holding a Series 66 designation and six years of industry experience. He previously worked at Fulbright Winniford and has been with Edward Jones since 2018. Outside of his advisory role, he is a member of Jars & Clay, LLC, a manufacturing business that produces wax melts and participates in local farmers markets. 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 through a nationwide network of advisors and offers a range of investment strategies and fiduciary advisory services.

Christopher Comer is a financial advisor at Equitable Advisors with 13 years of industry experience. He holds the CFP®, ChFC®, and Series 66 designations. Prior to joining Equitable Advisors in 2024, he worked for Edward Jones for 11 years. Comer serves as president of the Hallsville Chamber of Commerce and is involved with the finance committee at Longview Missionary Baptist Church. He is also the owner of Sentry Wealth Group, LLC and founder of Bandsaw Holdings, LLC. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm uses a combination of proprietary programs, third-party asset managers, and advisory platforms to tailor investment strategies to client needs.

Travis Keeney is a financial advisor at Ameriprise with 12 years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones for eight years before joining Ameriprise in 2022. Outside of his advisory work, Keeney serves on the Board of Directors for the Lonestar Wing of Texas as a Wing Leader. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on written retirement income planning and tax-aware withdrawal strategies. The firm’s approach includes proprietary research and algorithmic tools, with investment options influenced by affiliated product partnerships.

John London is a financial advisor at LPL Financial with four years of industry experience. He holds the Series 66 designation and previously worked at Kestra Advisory and Kestra Investment Services. Outside of his advisory role, he owns London Investments Corporation, which he uses for business bookkeeping purposes. 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 provides a range of financial planning and investment management services through a large network of advisors who use both proprietary and third-party strategies.