Mark Sachse is a financial advisor at Access Financial Group, LLC with 28 years of industry experience. He holds a Series 63 designation and has held leadership roles including CEO at Access Financial Group, Inc. and Access Financial Group, LLC. Outside of his advisory work, he owns an independent insurance agency and an estate planning business. Access Financial Group provides discretionary asset management and financial planning services to individuals, charitable organizations, and small businesses. The firm combines fundamental and technical analysis to tailor portfolios, conducts regular account reviews, and offers advice on a broad range of investments including retirement rollovers.

Michael Morrow is a financial advisor with Aspen Creek Wealth Management, LLC, holding Series 63, 65, and 66 credentials and bringing 20 years of industry experience. He has held roles at several firms, including Tyler Wealth Management and Northwestern Mutual Investment Management. He is also President and owner of Aspen Creek Wealth Strategies, where he oversees operations and manages the sales and marketing of fixed insurance products. Additionally, he serves as a board member and advisor for MDM Permian, Inc. Aspen Creek Wealth Management is an eight-advisor team serving individuals, high-net-worth clients, business owners, and retirement plans. The firm provides discretionary portfolio management, financial planning, and investment consulting, employing a blend of fundamental, technical, and cyclical analysis while offering structured and alternative investments to eligible clients.

Daniel Strickland is a financial advisor with Sutterfield Financial Group, Inc. in Daingerfield, TX, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has been with Sutterfield Financial Group since 2011. Outside of his advisory role, he serves as CFO of COX LOGISTICS LLC, a transportation trucking company. Sutterfield Financial Group provides financial planning, consulting, and investment management services to individuals, pension and profit-sharing plans, charitable organizations, and business entities. The firm integrates portfolio management with accounting, tax preparation, and captive insurance services, employing proprietary model allocations monitored by an internal investment committee.

Kathy Costner is a financial advisor with Principal Financial Services in Pittsburg, TX, holding Series 63 and Series 65 licenses and with 29 years of industry experience. She has been with Principal Securities Inc. and Principal Life Insurance Co. since 2009. In addition to her advisory role, she is involved in selling fixed life insurance, fixed annuities, disability insurance, long-term care, health insurance, and various group benefits. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, and active-duty military personnel. The firm offers financial planning, retirement consulting, and access to third-party money manager programs, employing both adviser and promoter arrangements to support client investment needs.

David Patterson is a Series 66-licensed financial advisor at Edward Jones with 13 years of industry experience. He has worked at Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm provides a range of advisory services including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Bret Mc Coy is a financial advisor with Edward Jones in Daingerfield, 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, Mc Coy is involved in ranching as an owner and partner of JMc Cattle Company in Naples, TX. Edward Jones is a full-service wealth management firm serving a broad client base, including individuals, institutions, and charitable organizations, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and maintains a large national network of financial advisors and branch offices.

Jimmy Jones Jr. is a financial advisor at Edward Jones with 26 years of industry experience. He has held his current role since 1999 and holds Series 63 and Series 66 licenses. Outside of his advisory work, he owns and operates a cattle ranch in Titus County, Texas, and serves on the Board of Directors for Camp County Emergency Medical Services. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,000 advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.