Kimberly Gonzalez is a financial advisor with Domestique Capital LLC, holding a Series 65 designation and 10 years of industry experience. She has worked at Domestique Capital since 2016 and previously spent six years at the Thomas, Edwards Group. Outside of her advisory role, she is licensed to sell auto, homeowners, and commercial insurance on a limited basis. Domestique Capital provides discretionary investment management and financial planning primarily for individual and high-net-worth clients. The firm combines low-cost passive investment strategies with a dual-momentum approach and also offers payroll preparation and tax return filing services as part of its comprehensive service offerings.

Damon Gonzalez is a financial advisor at Domestique Capital LLC with 26 years of industry experience. He holds a Series 66 designation and has been with Domestique Capital since 2016. Outside of his advisory role, he is also an independent insurance agent for various insurance companies. Domestique Capital provides discretionary investment management and financial planning primarily for individual and high-net-worth clients. The firm offers a range of services including portfolio management, payroll preparation, and tax return filing, utilizing a tailored investment process that emphasizes low-cost passive instruments and a dual-momentum strategy.

Bryan Clemmons is a financial advisor with Dominion Portfolio Management, Inc. in Athens, TX, holding a Series 66 designation and 11 years of industry experience. His career includes roles at Edward Jones and Dominion Investor Services, Inc., and he currently operates a separate investment-related business under the name Clemmons Investments. Dominion Portfolio Management serves individual and high-net-worth clients as well as businesses, offering fee-based portfolio management tailored to client goals, time horizons, and risk tolerance through a combination of fundamental, technical, and economic analysis.

William Bone is a financial advisor at Oasis Advisors with eight years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Terra Wealth Management and PrimAmerica Financial Services. Prior to his career in finance, he practiced dentistry for over four decades. He also engages in insurance sales as part of his professional activities. Oasis Advisors serves individuals, corporations, and retirement plans by providing portfolio management, financial planning, and pension consulting. The firm manages approximately $278 million for nearly 5,000 clients using a team-based approach and employs a variety of investment strategies including fundamental analysis, modern portfolio theory, and alternative instruments.

Tom French Jr. is a financial advisor with Grimes & Company in Frankston, TX, holding a Series 66 designation and 21 years of industry experience. His prior roles include positions at TD Ameritrade and A. G. Edwards & Sons, Inc. He has been with Grimes & Company since 2017. Grimes & Company provides discretionary portfolio management and financial planning services to individual and institutional clients, including charitable organizations and government entities, using proprietary research and a range of investment vehicles. The firm also serves other investment advisers as clients and offers trustee services through an affiliated trust entity.

Adam Piper is a financial advisor with Edward Jones in Athens, TX, holding a Series 66 designation and 20 years of industry experience. He has been with Edward Jones since 2006. Outside of advising, he serves as president of MLP Holdings LLC, an office lease business he established. Edward Jones is a full-service wealth management firm serving individual and institutional clients, managing approximately $1.01 trillion in assets with a nationwide network of over 23,700 advisors. The firm offers a range of advisory programs and investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Sean Ray is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 24 years of industry experience. He has worked at LPL Financial since 2012, with prior experience at Morgan Keegan & Company, LLC and Investment Professionals, Inc. Outside of his advisory work, he owns Casa Del Ray Cattle Co., a non-investment related business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Gavin Hardin is a financial advisor at Edward Jones in Athens, TX, holding the Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked at First State Bank for two years and has experience in virtual communication. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over $1 trillion in assets under management and a nationwide network of approximately 23,700 financial advisors. 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.

Colin Barrett is a CFP® with 18 years of industry experience, currently serving at Edward Jones since 2008. Based in Athens, TX, he also operates a sole proprietorship, Barrett Development, LLC, which owns a building housing a law firm office. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies, supported by a nationwide network of more than 23,700 financial advisors.

Johnny Roberts is a financial advisor with LPL Financial in Athens, TX, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. Prior to joining LPL Financial in 2017, he worked for Investment Centers of America, Inc. from 2013 to 2017. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of investment solutions including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by extensive operational tools and a large network of over 22,000 advisors.

Anthony Kalawe is a financial advisor with Edward Jones in Athens, Texas, holding the ChFC® designation along with Series 63 and Series 66 licenses. He has 21 years of industry experience, all with Edward Jones since 2005. Outside of his advisory role, he is the managing member of A D Kalawe Investments LLC, a real estate business exploring the potential purchase of property for a branch office. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors. The firm offers a range of advisory programs and investment solutions, supported by a large national network of advisors and branch offices.

Ethan Jackson is a financial advisor with Edward Jones in Athens, TX, holding a Series 66 designation and one year of industry experience. He previously worked at VeraBank for 16 years. Outside of his advisory role, he manages a rental home leased to family due to a temporary housing need. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and affiliated services supported by a large nationwide network of advisors and branch offices.

Cecil Staples is a financial advisor with Cetera who holds a PFS™ designation along with Series 63 and Series 66 licenses and has 32 years of industry experience. He manages Staples Wealth Management LLC and has a long-standing background in accounting as the owner of Staples & Associates, PC, CPAs. His professional activities also include operating in real estate through several entities alongside his advisory work. Cetera Investment Advisers LLC operates as a multi-manager platform serving individual, corporate, charitable, and institutional clients across a broad range of portfolio management and financial planning services. The firm supports a large network of advisors offering access to affiliated and third-party investment managers with a variety of program options and custodial arrangements.

Richard Wilson is a CFP®-designated financial advisor with 36 years of industry experience, currently affiliated with LPL Financial since 2020. His prior experience includes roles at Avantax Investment Services, Wilson Money Management, and 1st Global Advisors. In addition to his advisory work, he operates a CPA and tax preparation business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by extensive operational tools and a large network of over 22,800 advisors.

Hayden Shaddox is a financial advisor with LPL Financial in Athens, TX, holding a Series 66 designation and three years of industry experience. Prior to joining LPL Financial in 2022, he worked at Financial Resources Group and Northwestern Mutual. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of investment adviser representatives to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management programs, supported by proprietary research and third-party subadvisors.

Todd Green is a financial advisor with LPL Financial in Athens, TX, holding CFP®, Series 63, and Series 65 licenses and bringing 27 years of industry experience. He previously worked at Avantax Advisory Services and Avantax Investment Services, Inc. for over two decades. 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 investment management solutions, including model portfolios, third-party asset management, and institutional platforms.

William Bass is a CFP® and Series 66-licensed financial advisor with 16 years of industry experience. He has been with Edward Jones since 2010. 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 through a nationwide network of more than 23,700 financial advisors and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Todd Bloom is a CFP® professional with 36 years of experience in the financial services industry. He has been with Ameriprise since 2005, currently serving as an advisor at the firm’s Athens, TX office. Outside of his advisory role, he owns and manages a business real estate LLC that supports several financial planning professionals. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. It offers a specialized Premier Retirement Income service focused on retirement-income planning through a collaborative, non-discretionary approach that integrates asset allocation, withdrawal strategies, and Social Security options.