Debra Floyd is a financial advisor at Uptick Partners, LLC with two years of industry experience. She holds a Series 65 designation and previously worked at Edward Jones for 22 years. Uptick Partners provides wealth management services to individuals, trusts, estates, charitable organizations, corporations, and retirement plans, offering investment management, financial and tax planning, and consulting. The firm employs an asset-allocation approach supplemented by various analytical methods and manages portfolios using discretionary and non-discretionary strategies.

Holly Pace is a financial advisor at Parkway Wealth Management Group, LLC with 25 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Raymond James Financial Services and Smith & Partners Financial Services LLC. Holly is also licensed as an independent insurance agent. Parkway Wealth Management Group manages approximately $1.22 billion in discretionary assets, serving individuals, families, business owners, pension plans, charitable entities, and institutional clients. The firm offers portfolio management and comprehensive financial planning with a personalized investment approach that includes diversified portfolios and a range of strategies from conservative to aggressive.

Kyle Hogan is a CFP® professional with 12 years of experience in the financial advisory industry. He currently works at Uptick Partners, LLC and previously held roles at Purshe Kaplan Sterling Investments and Buttonwood Financial Group. Outside of his advisory work, Kyle serves as Vice President of the Urban Core KC Chapter of Business Network International. Uptick Partners provides comprehensive wealth management services to individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs an asset-allocation approach incorporating various analysis methods and offers services including investment management, financial and tax planning, retirement plan consulting, and business exit consulting.

Ricky Brown is a financial advisor with Parkway Wealth Management Group, LLC in Nacogdoches, TX, holding Series 63 and Series 66 credentials and with 25 years of industry experience. He has worked at Raymond James Financial and its affiliates from 2007 to 2025 before joining Parkway Wealth Management Group. Brown is also licensed as an independent insurance agent through One Insurance Solutions. Parkway Wealth Management Group, LLC manages approximately $1.22 billion in discretionary assets and serves individuals, families, business owners, pension and profit-sharing plans, charitable entities, and other institutional clients. The firm employs a personalized investment approach across a broad range of asset classes and typically manages client accounts on a discretionary basis.

John Sidery is a CFP®-designated financial advisor with 10 years of industry experience. He is currently with Uptick Partners, LLC and previously worked at Legacy Capital Wealth Partners and Charles Schwab. Outside of his advisory role, he is the founder of Olympus Wealth Strategies. Uptick Partners provides wealth management services to individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs an asset-allocation approach informed by Modern Portfolio Theory and supplemented by various analytical methods, offering a range of investment management, financial planning, tax planning, and consulting services.

James Henry is a CFP® professional with 15 years of industry experience. He currently works at Uptick Partners, LLC, where he has been since 2025, and previously spent 14 years at Edward Jones. Uptick Partners provides wealth management services to individuals, trusts, estates, charitable organizations, corporations, and retirement plans, combining investment management with financial and tax planning. The firm employs an asset-allocation approach informed by Modern Portfolio Theory and various analytical methods, and offers a range of portfolio options including separately managed accounts and third-party solutions.

Scarlett Long is a CFP® with 21 years of industry experience, currently serving at Parkway Wealth Management Group, LLC. Her prior roles include positions at Raymond James Financial and Smith & Partners Financial Services LLC. She is a partner in Prosperity REIG, LLC, a real estate investment group where she serves in a passive oversight capacity. Parkway Wealth Management Group, LLC manages approximately $1.22 billion in discretionary assets and provides comprehensive financial planning, portfolio management, and 401(k) advisory services to individuals, families, business owners, and institutional clients. The firm employs a personalized investment approach utilizing diversified portfolios across various asset classes and offers both discretionary management and a wrap program through Raymond James.

Scott Wykoff is a financial advisor at Uptick Partners, LLC in Nacogdoches, TX, holding Series 65 and Series 66 licenses with four years of industry experience. His prior roles include positions at Edward Jones and Anderson Power Services. Outside of advisory work, he is involved with Power Solutions Unlimited. Uptick Partners provides wealth management services to individuals, trusts, estates, charitable organizations, corporations, and retirement plans, offering investment management, financial planning, tax planning, and consulting. The firm uses an asset-allocation approach based on a derivative of Modern Portfolio Theory, incorporates multiple analytical methods, and offers access to diverse investment options through third-party managers and tools.

Jonathan Dvorak is a CFP® with 16 years of industry experience, currently serving as an advisor at Uptick Partners, LLC. He previously worked at Edward Jones for 14 years before joining Uptick Partners and Dvorak Financial Planning in 2024. Outside of financial advising, he is a partner member of an LLC that owns a rental house in Athens, Alabama. Uptick Partners provides wealth management services to individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers investment management, financial and tax planning, and consulting services, managing portfolios using an asset-allocation approach based on Modern Portfolio Theory and multiple analytical methods.

Paul Meredith is a financial advisor at Uptick Partners, LLC in Nacogdoches, TX. He holds a Series 65 designation and has 12 years of prior experience at Williams / Sequent Energy Management. Meredith joined Uptick Partners in 2026. Uptick Partners provides wealth management services to individuals, trusts, estates, charitable organizations, corporations, and retirement plans, offering investment management, financial and tax planning, retirement plan consulting, and business exit consulting. The firm uses an asset-allocation approach based on a derivative of Modern Portfolio Theory, supplementing it with various analytical methods and employing third-party models and risk assessment tools.

Mitchell Smith is a CFP® with eight years of industry experience. He is currently with Uptick Partners, LLC, where he has worked since 2025, following an eleven-year tenure at Buttonwood Financial Group, LLC. Uptick Partners provides wealth management services to individuals, trusts, estates, charitable organizations, corporations, and retirement plans, offering investment management, financial and tax planning, and retirement plan consulting. The firm employs an asset-allocation investment approach supported by fundamental, technical, and behavioral analysis, and manages portfolios using a variety of custody arrangements and third-party solutions.

Mariah Box is a financial advisor at SageGuard Financial Group, LLC with a Series 65 designation and one year of industry experience. Her prior work history includes roles at Pineywoods Financial Services, Lovelady Directional Drilling, Cypress Environmental Services, Castilaw Environmental Services, the U.S. Forest Service, and Timber Pro Forest Service. SageGuard Financial Group is a multi-advisor registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm offers ongoing portfolio management and comprehensive financial planning using a suite of model portfolios and sleeves tailored to varying risk profiles, managing about $755.7 million for roughly 2,469 clients with a 14-advisor team.

Steven Barber is a CFP® with 33 years of experience in the financial services industry. He joined Uptick Partners, LLC in 2023 after a 31-year tenure at Edward Jones. Outside of advisory work, he owns Holistic Tax Solutions, LLC, an accounting and tax preparation firm, and serves as a board member for the Nacogdoches Economic Development Corporation. He is also a co-author of the book *The Bridge Builder Path To Independence*. Uptick Partners provides wealth management to individuals, trusts, estates, charitable organizations, corporations, and retirement plans, incorporating investment management, financial and tax planning, and consulting services. The firm employs a diversified asset-allocation approach supported by various analytical methods and offers access to third-party model marketplaces and alternative investments.

Zulma Petty is a CFP® with nine years of industry experience, currently serving at Uptick Partners, LLC. Her prior experience includes ten years at Edward Jones and positions in higher education institutions. Uptick Partners provides wealth management services to individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs an asset-allocation approach incorporating Modern Portfolio Theory and various analyses, offers tax planning through an affiliated provider, and manages approximately $1.06 billion in assets across more than 1,100 clients.

Jason Barber is a CFP® with 14 years of industry experience, currently serving as a financial advisor at Uptick Partners, LLC. He previously worked at Edward Jones for 12 years before joining Uptick Partners in 2023. He is the owner of Holistic Tax Solutions, LLC, an accounting and tax preparation business, and is a co-author of the book *The Bridge Builder Path To Independence*, aimed at breakaway advisors. Uptick Partners provides wealth management services to individuals, trusts, estates, charitable organizations, corporations, and retirement plans, delivering investment management, financial and tax planning, and retirement and business exit consulting. The firm utilizes a comprehensive asset-allocation approach incorporating multiple analysis methods and employs both discretionary and non-discretionary portfolio management.

Emily Moore is a financial advisor at Uptick Partners, LLC with three years of industry experience. Prior to joining Uptick Partners, she worked at Titleist Capital and Edward Jones. Outside of financial advising, she is co-owner of East Texas Safety Consulting LLC, an occupational and environmental safety business. Uptick Partners provides wealth management services to individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs an asset-allocation approach incorporating various analytical methods and offers services including investment management, financial and tax planning, and retirement plan consulting.

Taylor Pankratz is a CFP® with 10 years of industry experience and is currently with Uptick Partners, LLC. He previously worked at Edward Jones, Clarus Wealth Group, and Raymond James Financial Services. Outside of advising, he owns Holistic Tax Solutions, LLC, an accounting and tax preparation firm, and is a co-author of the book *The Bridge Builder Path To Independence*. Uptick Partners provides wealth management services to individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm uses an asset-allocation approach informed by Modern Portfolio Theory and incorporates various analyses, employing third-party managers and risk-assessment tools while offering tax planning and retirement plan consulting.

Jarrod Null is a CFP® with 13 years of industry experience, currently serving at Lasting Mark Retirement Group LLC. His prior roles include positions at SageGuard Financial Group, Confidently Retired, Alphastar Capital Management, and Pineywoods Financial Services. He serves on the board of directors for D&M Water Supply in Douglass, TX, a volunteer role. Lasting Mark Retirement Group LLC provides portfolio management and financial planning services primarily to individual and high-net-worth clients in or nearing retirement. The firm’s approach is based on Modern Portfolio Theory and long-term trading, with regular portfolio monitoring and customized investment strategies.

Daniel Reid is a financial advisor at Thurston Springer Advisors with 10 years of industry experience. He holds the Series 66 designation and previously worked at Wells Fargo Advisors and Wells Fargo Clearing. Reid serves on the boards of the Lilly Grove Water Supply Corporation and the Nacogdoches County Chamber of Commerce. Thurston Springer Advisors serves individual and high-net-worth clients, as well as corporations, foundations, estates, and employer-sponsored retirement plans. The firm offers comprehensive financial planning, portfolio management, and fiduciary services, employing both buy-and-hold and active investment strategies tailored to client goals.

George Ray Jr. is a financial advisor with B. Riley Wealth Advisors, Inc., holding Series 63 and Series 65 licenses and offering 45 years of industry experience. He has worked with B. Riley Wealth Advisors since 2017 and previously held positions at National Securities Corp and WFG Investments. Ray is also involved with the National Association of Certified Financial Fiduciaries. B. Riley Wealth Advisors provides investment advice and portfolio management to a diverse client base, including individual investors, pension plans, trusts, and charitable organizations. The firm offers multiple investment programs and manages approximately $4.21 billion in client assets through around 173 advisors.

William Badders is a financial advisor at Thurston Springer Advisors with four years of industry experience. He holds the Series 66 designation and has previously worked at Wells Fargo Advisors, MML Investors Services, and Mass Mutual Life Insurance Company. Outside of his advisory role, he operates Buchanan Wealth Management of Trinity Capital Management. Thurston Springer Advisors serves individual and high-net-worth clients, as well as corporations, foundations, estates, and employer-sponsored retirement plans. The firm offers comprehensive financial planning, portfolio management, fiduciary services, and employs a blend of investment strategies including both buy-and-hold and more active models such as Tactical Momentum and Earnings Momentum.

Ann Moore is a financial advisor with Thurston Springer Advisors, holding a Series 63 designation and bringing 35 years of industry experience. Before joining Thurston Springer Advisors in 2025, she worked at Wells Fargo Advisors and its affiliates from 2009 to 2025, and prior to that at A. G. Edwards & Sons, Inc. She is a board member of the Nacogdoches High School Class of 1977. Thurston Springer Advisors serves individual and high-net-worth clients, as well as corporations, foundations, estates, and employer-sponsored retirement plans. The firm offers comprehensive financial planning, portfolio management, and fiduciary services, employing a range of investment strategies from buy-and-hold to more active models such as Tactical Momentum and Earnings Momentum.

Amanda Mitchum is a Series 66-licensed financial advisor at Level Four Advisory Services with 11 years of industry experience. Her prior roles include positions at Edward Jones and Raymond James Financial Services. Outside of advising, she is a founding member of The Chosen Ones Ministry Network, a virtual church and ministry, and serves on the board of Goodwill Central East Texas. Level Four Advisory Services is an SEC-registered enterprise advisor managing over $5 billion for a diverse client base including individuals, retirement plans, corporations, and charitable organizations. The firm offers fee-only financial planning and asset management, using model portfolios developed internally or through sub-advisers, and provides a range of affiliated financial services.

Wendy Buchanan is a financial advisor at Thurston Springer Advisors with 32 years of industry experience. She holds Series 63 and Series 65 credentials and previously worked at Wells Fargo Advisors and Edward Jones. Thurston Springer Advisors serves individual and high-net-worth clients, as well as corporations, foundations, estates, and employer-sponsored retirement plans. The firm offers comprehensive financial planning, portfolio management, and fiduciary services, employing a variety of investment strategies tailored to client goals.

Stephen Wright is a financial advisor with Raymond James Financial in Nacogdoches, TX, holding Series 63 and Series 66 licenses and 22 years of industry experience. He is a partner in the Erwin - Wright Wealth Management Group, a support company he co-owns. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients, including high-net-worth individuals and charitable organizations. The firm offers tailored, non-discretionary planning and supports institutional consulting and portfolio management through a large network of advisors.

Dane Phillips is a financial advisor at Edward Jones with seven years of industry experience. He holds the CFP®, ChFC®, and Series 66 designations. Prior to joining Edward Jones, he worked with the Evansville Otters and was involved with Phillips Brothers Baseball. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large network of advisors and branch offices nationwide.

Kelly Flores is a Series 66-credentialed financial advisor with Raymond James & Associates in Nacogdoches, TX, bringing 24 years of industry experience. She has been with Raymond James & Associates since 2013. Flores is also a member of WBF, LLC, a business entity outside of her advisory role. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning, investment consulting, and institutional advisory services.

Benjamin Fredrickson is a financial advisor with Edward Jones in Nacogdoches, TX, holding CFP®, ChFC®, and Series 66 credentials. He has 11 years of industry experience, including prior roles at Bank of America, Merrill Edge, and Merrill Lynch. Fredrickson is also a managing partner of two real estate LLCs, Highland Alpha and Highland Bravo. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a broad range of asset levels. The firm offers various discretionary and non-discretionary advisory strategies, access to separately managed accounts and affiliated mutual funds, and operates under a fiduciary standard.

Brantley Flores is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, he held various roles including positions at Conifer - Nacogdoches Medical Center and National Landworks, as well as experience in campus recreation and hospitality. 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 solutions, managing approximately $1.01 trillion in assets through a large nationwide network of financial advisors and branch offices.

Michael Compton is a Series 66-licensed financial advisor with Edward Jones, based in Nacogdoches, Texas, and has five years of industry experience. He has previously worked at Edward Jones and in educational roles within local school districts. Outside of his advisory work, Compton umpires high school baseball games several nights per week. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.

David Phillips II is a Certified Financial Planner™ (CFP®) with 12 years of industry experience. He has been with Edward Jones in Nacogdoches, TX, since 2013. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, with approximately $1.01 trillion in assets under management supported by a nationwide network of over 23,700 financial advisors.

Donnia Walton is a financial advisor with Raymond James & Associates who holds Series 63 and Series 65 licenses and has 25 years of industry experience. She has been with Raymond James & Associates since 2013. Outside of her advisory role, she co-owns 160 acres of timberland and serves as managing partner of an LLC that holds assets related to her practice, including office equipment and potential future land purchases. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and municipal entities. The firm offers financial planning and investment consulting through a variety of programs, combining multiple portfolio management styles with firm research and affiliated sub-advisers.

Heather Harris is a CFP®-designated financial advisor with Edward Jones in Nacogdoches, TX, where she has worked since 2005. She has 20 years of industry experience and holds Series 63 and Series 66 registrations. Outside of her advisory role, she serves as secretary and board member of the Nacogdoches Alumni Association and is a trustee for the Douglass Independent School District. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a mix of discretionary and non-discretionary investment solutions. The firm manages over $1 trillion in assets and operates a large nationwide network of advisors and branch offices while offering affiliated mutual funds and specialized advisory services under a fiduciary standard.

Jayce Harris is a financial advisor at Edward Jones in Nacogdoches, TX, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked at The Arena Group and has experience in both educational and corporate environments. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a nationwide network of financial advisors and branch offices.

Joshua Nichols is a financial advisor at Edward Jones with one year of industry experience. He holds a Series 66 designation and has previously worked at Northwestern Mutual and Edward Jones in prior roles. Outside of finance, he owns and operates Nichols Cattle Company, a cattle ranch in Nacogdoches, TX. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate clients. The firm offers a range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.

Gregg Nichols is a CFP® with 17 years of industry experience, currently serving as a financial advisor at Edward Jones since 2008. Based in Nacogdoches, TX, he also participates in several business ventures, including operating a cow/calf ranch and partnering in a dog breeding business. 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 solutions, supported by a large network of advisors and branch offices nationwide.

Thad Erwin is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 credentials and over 21 years of industry experience. He has been with Raymond James since 2015, serving in advisory roles for more than nine years. Outside of his advisory work, Erwin is a partner in Erwin - Wright Wealth Management Group and serves on the finance and investment committee of First Baptist Church in Nacogdoches, TX. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm employs a non-discretionary, goal-oriented approach using risk profiling and modeling tools and supports both wrap-fee advisory programs and institutional consulting.

David Phillips is a financial advisor at Edward Jones with 27 years of industry experience. He has been with Edward Jones since 1998 and holds Series 63 and Series 66 licenses. Outside of his advisory work, he manages a small cattle herd and co-owns a honey business in Nacogdoches, TX. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies, access to separately managed accounts and affiliated mutual funds, and operates under a fiduciary standard.

Alyssa Barnes is a financial advisor at Fidelity with 11 years of industry experience. She holds Series 66 and Series 63 licenses and has worked at various divisions within Fidelity since 2015. Barnes also serves as an adjunct professor of farm management at Stephen F. Austin State University. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm employs a systematic investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a range of portfolios and advisory services.

James Ponder is a financial advisor at LPL Financial with 27 years of industry experience. He holds the Series 63 and Series 65 credentials. His prior work includes roles at Cadence Bank, Infinex Investments, Ameriprise, and Morgan Keegan & Company. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement participants, banks, trust companies, and institutions through a large network of investment adviser representatives. The firm offers a range of financial planning and investment management services, including access to model portfolios, third-party asset management, and institutional platforms.

Michael Glas is a financial advisor with Cetera, holding Series 63 and Series 65 designations and 24 years of industry experience. His prior work includes ten years at First Trust Portfolios L.P. and ongoing roles at Regions Bank and Cetera since 2018. Outside of his advisory practice, he operates a part-time home repair and handyman service. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients through a multi-manager platform offering discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.