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.

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.