Levi Smith is a financial advisor at L. J. Smith & Co LLC in Jacksonville, TX, with five years of industry experience. He holds a Series 66 designation and has previously worked at firms including Goldman Sachs and Cerity Partners LLC. L. J. Smith & Co. provides investment advisory services to individuals and high-net-worth clients, offering customized portfolio management and standalone financial planning. The firm employs fundamental analysis and modern portfolio theory with a long-term trading horizon and delivers periodic account reviews.

Micheal Boyter is the sole advisor at BOYTER Financial Services in Flint, Texas, holding Series 63 and Series 65 licenses with 10 years of industry experience. He has operated BOYTER Financial Services since 1995. He is also co-owner of an insurance agency and financial services company. BOYTER Financial Services provides investment advisory and financial planning services to individual investors, couples, custodians, IRA owners, trustees, and small business owners. The firm focuses on capital preservation through model portfolios and manager-driven pooled vehicles, using third-party research to guide asset allocation and portfolio supervision.

Matt Montgomery is the sole advisor and owner of his independent firm, Matt Montgomery, based in Jacksonville, Texas. He holds the ChFC® and Series 63 designations and has 40 years of industry experience, including over three decades at Royal Alliance Associates, Inc. Outside of his advisory work, he serves as chairman of the board for a nonprofit focused on international ministries and acts as treasurer for a local church. Matt Montgomery provides discretionary portfolio management, financial planning, and access to advisor-managed model portfolios for individuals, small businesses, and retirement plans. His firm utilizes both fundamental and technical analysis, supported by third-party research and portfolio optimization tools, to manage accounts with a focus on risk tolerance and regular performance reviews.

Mark Henry is a financial advisor with Virtue Wealth Counsel, LLC in Tyler, TX, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Virtue Wealth Counsel since 2019 and previously worked at Stewardship Advisory Group and East Texas Catholic Foundation. Outside of his advisory role, he serves as president of Stewardship Planned Giving, providing charitable gift planning services to Christian churches. Virtue Wealth Counsel offers investment advisory and portfolio management services to individual and high-net-worth clients, focusing on personalized financial planning that integrates tax, estate, and charitable considerations. The firm maintains a small advisory team and delivers tailored services through direct client relationships.

Jarrett Gist is a financial advisor at D.H. Hill Advisors, Inc. in Tyler, Texas, holding a Series 65 credential. He has been with D.H. Hill Advisors since 2025 and also provides specialist Orientation and Mobility services for special education children through his own business, Jarrett Gist Orientation and Mobility Services. He has been involved in education-related roles since 2013. D.H. Hill Advisors offers financial planning and portfolio management to individuals, including high-net-worth clients, as well as employer-sponsored retirement plans, foundations, and institutional clients. The firm supports independent Investment Adviser Representatives through platforms that combine committee oversight with both tactical and passive investment strategies.

Kevin Lybrand is a financial advisor at D.H. Hill Advisors, Inc. in Tyler, TX, holding a Series 65 designation with two years of industry experience. Prior to joining D.H. Hill Advisors, he worked at New York Life and served seven years with the Texas Department of Public Safety. Outside of his advisory role, he teaches online classes at Jacksonville Junior College and leads worship services at Emerald Bay Community Church. D.H. Hill Advisors provides wealth-management services to individuals, high-net-worth clients, retirement plans, corporations, foundations, and trusts, offering financial planning, investment management, and retirement-plan consulting. The firm employs a variety of investment strategies and utilizes both firm-managed and advisor-managed portfolios, with access to sub-advisers and alternative investments.

Douglas Bolles is a financial advisor at WorthPointe with six years of industry experience. He holds a Series 65 designation and previously worked at Southside Bank for 18 years before joining WorthPointe in 2019. WorthPointe offers discretionary portfolio management and financial consulting services to individuals, high-net-worth clients, corporations, and retirement plans. The firm employs an investment approach based on Modern Portfolio Theory, utilizing diversified model portfolios primarily composed of mutual funds and ETFs.

Travis Chick is a CFP® and Series 66-licensed advisor with 11 years of industry experience. He has worked at Bank of America and Merrill Lynch before joining AWM Capital, LLC in 2018. AWM Capital is a fee-based registered investment adviser serving high- and ultra-high-net-worth individuals and families, managing approximately $1.15 billion across 418 clients. The firm employs a multi-team approach with an emphasis on liability-driven investing and asset allocation, offering financial planning, retirement advice, business consulting, and asset management through an open-architecture platform.

Cheryl Smith is a financial advisor with D.H. Hill Advisors, Inc. in Tyler, TX, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. Her prior roles include positions at Madison Avenue Securities, AEWealth Management, and State Farm Insurance. She is also involved with Texas Financial and Retirement, where she serves as an Analyst Relationship Director. D.H. Hill Advisors provides financial planning and portfolio management services to individuals, including high-net-worth clients, as well as employer-sponsored retirement plans, foundations, and institutional clients. The firm offers a range of services including discretionary and non-discretionary investment management, utilizing both active and passive strategies alongside tax-management techniques.

Erin Holloway is a financial advisor with Bison Wealth, LLC, holding a Series 65 credential and 12 years of industry experience. Prior to joining Bison Wealth in 2023, Erin worked at Truadvice, LLC, AE Wealth Management, LLC, and Global Financial Private Capital, LLC. Outside of her advisory role, she is involved in ranching through Kemo Farms and is a partner at Western Legends Sports Management, a rodeo sports agency. Bison Wealth serves individuals, high net worth clients, family offices, retirement plans, corporations, trusts, estates, and charitable organizations, offering financial planning, portfolio management, curated model portfolios, and ERISA retirement plan services. The firm’s investment process includes multi-manager model portfolios blending tactical and strategic allocations across liquid and private-market strategies, along with specialized offerings such as options-based Overlay strategies and interval funds.

Kathryn Diduch is a CFP® professional with 38 years of experience in financial advising. She is affiliated with Capital Analysts and has worked with Lincoln Investment Planning, Inc. since 1993, as well as Hinton & Associates since 1988. Outside of her advisory roles, she is involved in managing investment-related entities and serves as president of East Texas Wealth Planning Advisors, Inc. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, access to third-party managers, and retirement-plan advice through a nationwide network of independent advisors and firm-managed programs.

Eric Fox is a financial advisor at LaSalle St. Investment Advisors, L.L.C. in Tyler, TX, with 11 years of industry experience. He holds a Series 65 designation and previously worked at Dow Chemical in manufacturing and supply chain planning. Outside of his advisory role, he is involved with Colgan Carp Solutions, LLC, and has interests in family-owned farmland and real estate development. LaSalle St. Investment Advisors provides fee-based financial planning and investment supervisory services to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and small businesses. The firm offers both non-discretionary and discretionary investment programs, utilizing a mix of mutual funds, ETFs, equities, fixed income, and options, with a notable emphasis on non-discretionary asset management.

Tom French Jr. is a financial advisor with Grimes & Company in Frankston, TX, holding a Series 66 designation and over 21 years of industry experience. His prior work includes roles at TD Ameritrade and A. G. Edwards & Sons, Inc. before joining Grimes & Company in 2017. Grimes & Company provides discretionary investment management and financial planning to a diverse client base, including individual and institutional investors. The firm employs customized investment strategies supported by proprietary research, allocating across various asset classes and offering services such as estate planning through the Vanilla platform.

Steven Czurak is a financial advisor with Advisory Services Network and Czurak Wealth Management, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He has been with Czurak Wealth Management since 2012 and joined Advisory Services Network in 2026. Czurak also serves as an adjunct professor at The College For Financial Planning, teaching Financial Decision Making and Portfolio Management for the master's program. Advisory Services Network is an enterprise firm with approximately 208 independent advisors serving individuals, families, corporations, and charitable organizations. The firm offers a range of services including portfolio management, financial planning, and retirement-plan consulting, overseeing about $8.6 billion in client assets.

Deborah Vinson is a financial advisor with LaSalle St. Investment Advisors, L.L.C. in Tyler, TX. She holds a Series 65 designation and has 10 years of industry experience. Since 2013, she has also been involved with Income Portfolio Strategies. Outside of her advisory role, she participates in Potpourri House, a professional networking group for local business professionals. LaSalle St. Investment Advisors offers fee-based financial planning and investment supervisory services to individuals, trusts, pension plans, charitable organizations, and small businesses. The firm provides both non-discretionary and discretionary investment programs, emphasizes a predominance of non-discretionary asset management, and employs a blend of mutual funds, ETFs, equities, fixed income, and options.

Marvin Dennard is a financial advisor with ON Investment Management Company in Tyler, TX, holding Series 63 and Series 65 credentials and with 18 years of industry experience. He has been associated with The O.N. Equity Sales Company and Ohio National Financial Services since 2011 and with Henry Dennard Pfp since 2008. Outside of advising, he serves as an elder and check signer at Calvary Baptist Church. ON Investment Management Company is a SEC-registered adviser that provides financial planning, portfolio management, and retirement-plan advisory services to individuals, families, trusts, estates, charitable organizations, businesses, and ERISA plan sponsors. The firm offers comprehensive and modular financial plans and access to a range of third-party investment programs, managing client accounts through a mix of discretionary and non-discretionary relationships.

Laura Johnston is a CFP® certificant with 22 years of industry experience. She is currently a financial advisor with &Partners, LLC and has prior experience at Wells Fargo Advisors and Wells Fargo Clearing. &Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, foundations, universities, trusts, private businesses, and corporations. The firm offers a range of investment management and financial services using a combination of proprietary and third-party strategies, with both discretionary and non-discretionary account management.

James Rees is a financial advisor with CWM, LLC, holding Series 63 and Series 65 designations and over 32 years of industry experience. He has worked with firms including Cetera Wealth Services, Stoneway Financial LLC, and LPL Financial. Outside of his advisory roles, Rees serves as treasurer for The Magdalene Home, a nonprofit organization, and is a board member of No Hungry Children. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, corporations, and institutional clients through a network of more than 600 advisors. The firm typically manages accounts on a discretionary basis using model portfolios that integrate fundamental and technical analysis, third-party sub-advisors, and customization tools, with a particular focus on retirement plan and institutional services.

Brandon Johnston is a financial advisor at &Partners with 27 years of industry experience. He holds a Series 63 designation and has previously worked at Wells Fargo Advisors and Wells Fargo Clearing. &Partners serves a diverse client base, including high-net-worth individuals, retirement plans, charitable organizations, foundations, universities, trusts, private businesses, and corporations. The firm offers investment management and financial planning services, utilizing a mix of fundamental, technical, and quantitative analysis through both proprietary and third-party strategies.

Tonya Walsworth is a financial advisor at &Partners with 26 years of industry experience. She holds Series 63 and Series 66 designations and has worked at firms including Wells Fargo Advisors, Morgan Stanley, and Citigroup Global Markets. &Partners serves a broad mix of individual and institutional clients, providing investment management, financial and tax planning, and retirement-plan consulting through both discretionary and non-discretionary approaches. The firm utilizes a variety of analysis methods and third-party strategies while also offering municipal advisory services and subscription research products.