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.

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.

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.

Benjamin Burgeson is a financial advisor at Money Concepts Capital Corp with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Grove Point Investments, Grove Point Advisors, and H.Beck, Inc. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting services to individuals, pension plans, trusts, charitable organizations, and corporations. The firm employs a range of managed programs and investment strategies, combining model portfolios, advisor-designed portfolios, and third-party sub-advisers.

Richard Stone Jr. is a financial advisor at Commonwealth Financial Network with 39 years of industry experience. He holds a Series 63 designation and has been with Commonwealth since 2014. Outside of advisory work, he owns gas, oil, and mineral rights in several Texas counties. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and back-office support, including operations, trading, technology, investment management, and compliance, allowing affiliated advisors discretion in portfolio construction alongside managed model portfolios.

Sherry Richards is a financial advisor with UBS Financial Services, holding a Series 66 designation and 18 years of industry experience. Her prior roles include positions at Charles Schwab, Wells Fargo Clearing Services, JPMorgan Chase Bank, J.P. Morgan Securities, Raymond James Financial Services, and Southside Bank. Outside of her advisory work, she co-owns a personal farm and serves on the board of directors for Bread of Life Community Church. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services to tailor investment plans based on proprietary research and capital market assumptions.

Taylor Gray is a financial advisor with Edward Jones in Rusk, Texas, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones, he worked in roles at AEP Swepco, Datamax, and Hospice Source. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs, managed solutions, and affiliated investment products. The firm manages approximately $1.01 trillion in assets with a nationwide network of financial advisors and branch offices.

Debra Dominy is a financial advisor at Edward Jones with 18 years of industry experience. She has been with Edward Jones since 2007 and holds a Series 66 designation. Outside of her advisory role, she serves as a vice president and co-trustee for family investment and living trust entities. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Jimmy Holcomb is a CFP® professional with 39 years of experience at Edward Jones, where he has worked since 1987. He holds a Series 63 license and is based in Jacksonville, TX. Outside of advisory work, he has interests in oil and gas income through Sabine Oil and Gas in Houston, TX. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households of varying net worth, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets with a large national network of financial advisors and offers a range of advisory strategies and affiliated investment products.

Amy Pate is a Series 66 licensed financial advisor at Edward Jones with seven years of experience at the firm and two years in the industry overall. Prior to joining Edward Jones, she worked for ten years at Austin Bank NA. Outside of her advisory role, she makes and sells custom t-shirts using DTF transfers from her home in Jacksonville, TX. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and affiliated investment products, operating under a fiduciary standard with over 23,700 advisors nationwide.

Kourtney Childress is a Series 66-licensed financial advisor with Edward Jones in Jacksonville, TX, where she has worked since 2014. She has 12 years of industry experience. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of more than 23,700 financial advisors.