Kenneth Knox is a financial advisor at LPL Financial with 25 years of industry experience. He previously worked at Kestra Advisory, Kestra Investment Services, and Woodbury Financial Services. Outside of his advisory work, he participates in team roping as a header. LPL Financial serves a diverse client base, including individuals, retirement plans, banks, and charitable organizations, offering financial planning, advisory programs, and brokerage services through a large national network of investment adviser representatives.

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 licenses and bringing 21 years of industry experience. Prior to joining LPL Financial in 2026, Caudle worked at Kestra Advisory and Kestra Investment Services from 2019 to 2026, and Woodbury Financial Services from 2016 to 2019. Caudle is also the owner of Caudle Financial Services, which provides back office operations support. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

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 in Marshall, TX, holding a Series 66 designation and five years of industry experience. She previously worked at Kestra Advisory and Kestra Investment Services, LLC and has been involved with Noble Wealth Advisors since 2019. Outside of her advisory role, Knox serves as a non-registered assistant and office manager at Noble Wealth Advisors and handles bookkeeping for Knox Financial Advising. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by proprietary and third-party research.

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 with OSAIC, holding Series 63 and Series 65 licenses and possessing 39 years of industry experience. He has worked at OSAIC since 2018 and previously spent seven years with Woodbury Financial Services, Inc. He has also operated Verhalen & Associates since 1981. Outside of his advisory work, Verhalen owns and operates Verhalen Financial Group, providing fixed product insurance and supplemental insurance products. OSAIC serves a wide range of retail and institutional clients through a large network of advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, using asset-allocation tools and risk-tolerance assessments to construct diversified portfolios that include stocks, bonds, mutual funds, ETFs, and alternative investments.

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 with LPL Financial, holding the Series 66 designation and one year of industry experience. His prior roles include work with Kestra Advisory Services and Kestra Investment Services, as well as experience in education and community organizations such as East Texas Baptist University and H2O Heroes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios, third-party research, and technology-driven investment strategies.

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 with Equitable Advisors, holding a Series 66 designation and beginning their advisory career in 2026. Prior to joining Equitable Advisors, Meadows worked at Conterra Network and Genesis Endeavors LLC, and also served as an independent distributor for Mission Foods. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through third-party programs. The firm operates a hybrid referral and implementation model that combines advisory and brokerage channels to deliver tailored client services.

Alexandria Yohn is a financial advisor with OSAIC, holding a Series 66 designation and 11 years of industry experience. She has been with OSAIC and GFA Partners since 2015. Outside of her advisory role, she is involved in life insurance sales. OSAIC Wealth, Inc. serves a wide range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services. The firm employs asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to build diversified portfolios, and supports various legacy platforms and third-party managed-account solutions.

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 credentials and six years of industry experience. He has worked with Primerica Financial Services since 2019 and PFS Investments Inc. since 2011. Outside of finance, he has been a partner in an auto detail service company, Nate’s Restoration Systems, since 2004. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options primarily for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure for its services.

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, Comer spent 11 years at Edward Jones. He serves as president of the Hallsville Chamber of Commerce and is a member of the finance committee at Longview Missionary Baptist Church. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporate, charitable, and institutional clients. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, operating primarily through program sponsors and endorsed TAMPs.

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 Series 66 licensed financial advisor at LPL Financial with four years of industry experience. Prior to joining LPL Financial in 2026, he worked at Kestra Advisory and Kestra Investment Services from 2022 to 2026 and has held roles across several industries including energy and education. He is the owner of London Investments Corporation, which he uses for business bookkeeping purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, providing both discretionary and non-discretionary management supported by research and model portfolios.