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Mitchell W

Series 66

Palestine, TX

&PARTNERS

Mitchell West is a financial advisor at &Partners with 23 years of industry experience. He holds the Series 66 designation and previously worked at Wells Fargo Advisors and Wells Fargo Clearing. West is also the owner of West Financial Group LLC. &Partners serves a diverse range of clients, including high-net-worth individuals, retirement plans, charitable organizations, and corporations, offering investment management, financial and tax planning, and retirement-plan consulting. The firm employs a variety of investment strategies and has a dual registration as both a registered investment adviser and a broker-dealer.

Wealth management Equity compensation tax strategy Retirement income strategy Business exit / sale strategy Founder/Business Owner Executive Retired
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Charles B

Series 63

Palestine, TX

&PARTNERS

Charles Bennett is a financial advisor with &Partners and holds a Series 63 designation. He has 34 years of industry experience, including previous roles at Wells Fargo Advisors and Wells Fargo Clearing. Outside of his advisory work, Bennett serves as a director for the Anderson County Youth Livestock Association and manages a registered Brangus cattle ranch, in addition to holding several volunteer treasurer and elder positions in local community organizations. &Partners serves individual and institutional clients, offering investment management, financial and tax planning, and retirement-plan consulting. The firm employs a range of investment strategies using both proprietary and third-party models and provides services through a dual registration as an investment adviser and broker-dealer.

Wealth management Equity compensation tax strategy Retirement income strategy Business exit / sale strategy Founder/Business Owner Executive Retired
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Ryan L

Series 66

Palestine, TX

&PARTNERS

Ryan Lightfoot is a financial advisor at &PARTNERS with 15 years of industry experience. He holds the Series 66 designation and previously worked at Wells Fargo Advisors and Wells Fargo Clearing. Outside of his advisory role, he is involved in community activities, serving on the finance committee of Friendship Baptist Church and as a board member of East Texas Vida Nueva, where he helps coordinate faith-based retreats. &PARTNERS serves a diverse client base, including high-net-worth individuals and institutional clients, offering investment management, financial and tax planning, and retirement-plan consulting. The firm employs a mix of fundamental, technical, and quantitative analysis, utilizing both proprietary and third-party strategies with ongoing portfolio monitoring.

Wealth management Equity compensation tax strategy Retirement income strategy Business exit / sale strategy Founder/Business Owner Executive Retired
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Oliver K

ChFC®, Series 63

Elkhart, TX

Hornor, Townsend & Kent, LLC

Oliver Kneisley is a financial advisor with Hornor, Townsend & Kent, LLC, holding the ChFC® designation and over 43 years of industry experience. He has been associated with both Penn Mutual Life Insurance Company and Hornor, Townsend & Kent since 2000. Kneisley is also the proprietor of multiple life insurance brokerage firms providing services focused on life insurance, retirement, and estate planning for individual and business clients. Hornor, Townsend & Kent serves individuals, high-net-worth clients, trusts, businesses, charitable organizations, and retirement plans through advisory programs, financial planning, and retirement plan consulting. The firm combines advisory and broker-dealer services with a network of advisers and third-party asset managers, managing billions in discretionary and non-discretionary assets.

Business succession planning Wealth management
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Stephen M

Series 63, Series 65

Palestine, TX

Equitable Advisors

Stephen Missildine is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 53 years of industry experience. He has been with Equitable Advisors since 1999 and previously worked at Axa Advisors, LLC for over two decades. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm offers financial planning, retirement plan consulting, and various asset management programs through a network of Investment Adviser Representatives and utilizes both proprietary and third-party investment solutions.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Long-term care insurance Founder/Business Owner Retired Executive Approaching retirement Sandwich Generation
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Linda A

Series 66

Palestine, TX

Edward Jones

Linda Atwood is a financial advisor at Edward Jones with the Series 66 designation and three years of industry experience. She has been with Edward Jones since 1989. Outside of her advisory role, she has been involved with INEOS USA Upstream Holdings LLC and Chesapeake Energy without active responsibilities. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of advisory programs and investment strategies, supported by a large network of advisors and branch offices nationwide.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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David J

CFP®, Series 63, Series 65

Palestine, TX

LPL Financial

David James is a CFP® professional with 25 years of industry experience. He has been with LPL Financial since 2006. Outside of his advisory role, he is involved with James Financial Group, which operates as his DBA for LPL-related business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and portfolio management services, employing a broad network of investment adviser representatives and multiple investment strategies.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Glenn H

Series 63, Series 66

Palestine, TX

LPL Financial

Glenn Hoyer is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and over 36 years of industry experience. His prior roles include positions at NewEdge Advisors, Mid Atlantic Financial Management, and First Allied Advisory Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Meredith T

Series 63, Series 66

Palestine, TX

Edward Jones

Meredith Thompson is a financial advisor with Edward Jones in Palestine, TX, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. She has been with Edward Jones since 1991. Outside of her advisory role, she owns and operates St Jane Vineyard/Ranch and Meredith Petroleum LLC, which involves oil and gas leases and production. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over 23,700 financial advisors nationwide. The firm offers a range of advisory programs including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Jordan R

Series 66

Palestine, TX

Edward Jones

Jordan Ray is a financial advisor at Edward Jones with four years of industry experience. Prior to joining Edward Jones in 2021, he worked at Patterson Auto Group and Randall Noe Auto Group. Outside of his advisory role, Jordan is involved with Otten Construction and owns a family LLC that manages rural land holdings in Palestine, TX. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment options. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices across the United States.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Retirement withdrawal strategies Founder/Business Owner
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Kenneth T

Series 66

Palestine, TX

Edward Jones

Kenneth Tidrow is a financial advisor at Edward Jones with 11 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2015. 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 under management and offers a range of discretionary and non-discretionary investment strategies, as well as affiliated mutual funds and tax-efficient services, supported by a nationwide network of more than 23,700 financial advisors.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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