Micheal Boyter is the sole advisor at BOYTER Financial Services in Flint, Texas, holding Series 63 and Series 65 licenses with 10 years of industry experience. He has operated BOYTER Financial Services since 1995. He is also co-owner of an insurance agency and financial services company. BOYTER Financial Services provides investment advisory and financial planning services to individual investors, couples, custodians, IRA owners, trustees, and small business owners. The firm focuses on capital preservation through model portfolios and manager-driven pooled vehicles, using third-party research to guide asset allocation and portfolio supervision.

Michael Grimm is a CFP® professional with seven years of industry experience. He is currently with Intentional Living FP, where he has worked since 2024. His prior experience includes roles at Charles Schwab & Co., Empower Retirement, GWFS Equities, Adventist Health System/Texas, and Fidelity Investments. Intentional Living FP serves individuals, high-net-worth families, and businesses by providing discretionary investment management alongside comprehensive financial planning. The firm emphasizes a primarily passive, asset-allocation approach while incorporating various analytical methods and offers educational seminars and speaking engagements separate from product sales.

Travis Wall is a Series 65-licensed financial advisor at Fidelis Wealth Advisors with two years of industry experience. Prior to joining Fidelis Wealth Advisors in 2023, he spent nine years with the Federal Bureau of Investigation. Fidelis Wealth Advisors serves individual and high-net-worth clients, as well as pension and employer-sponsored retirement plans, trusts, charitable organizations, and corporations. The firm provides discretionary and non-discretionary investment management, comprehensive financial planning, retirement-plan advisory and consulting, and customized consulting services, using a tailored asset allocation approach supported by modern portfolio theory and various analytical tools.

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.

Travis Chick is a CFP® and Series 66-licensed advisor with 11 years of industry experience. He has worked at Bank of America and Merrill Lynch before joining AWM Capital, LLC in 2018. AWM Capital is a fee-based registered investment adviser serving high- and ultra-high-net-worth individuals and families, managing approximately $1.15 billion across 418 clients. The firm employs a multi-team approach with an emphasis on liability-driven investing and asset allocation, offering financial planning, retirement advice, business consulting, and asset management through an open-architecture platform.

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.

Kathryn Diduch is a CFP® with 38 years of industry experience and is affiliated with Capital Analysts. She has worked with Lincoln Investment Planning, Inc. for over three decades and with Hinton & Associates since the start of her career. Outside of advisory work, she is involved as a director and officer in several family investment and timberland entities. Capital Analysts serves a diverse client base including retail, high-net-worth, institutional, and charitable clients. The firm provides portfolio management and retirement-plan advice through a nationwide network of independent advisors and firm-managed programs, utilizing both discretionary and non-discretionary investment approaches.

Eric Fox is a financial advisor at LaSalle St. Investment Advisors, L.L.C. in Tyler, TX, with 11 years of industry experience. He holds a Series 65 designation and previously worked at Dow Chemical in manufacturing and supply chain planning. Outside of his advisory role, he is involved with Colgan Carp Solutions, LLC, and has interests in family-owned farmland and real estate development. LaSalle St. Investment Advisors provides fee-based financial planning and investment supervisory services to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and small businesses. The firm offers both non-discretionary and discretionary investment programs, utilizing a mix of mutual funds, ETFs, equities, fixed income, and options, with a notable emphasis on non-discretionary asset management.

Deborah Vinson is a financial advisor with LaSalle St. Investment Advisors, L.L.C. in Tyler, TX. She holds a Series 65 designation and has 10 years of industry experience. Since 2013, she has also been involved with Income Portfolio Strategies. Outside of her advisory role, she participates in Potpourri House, a professional networking group for local business professionals. LaSalle St. Investment Advisors offers fee-based financial planning and investment supervisory services to individuals, trusts, pension plans, charitable organizations, and small businesses. The firm provides both non-discretionary and discretionary investment programs, emphasizes a predominance of non-discretionary asset management, and employs a blend of mutual funds, ETFs, equities, fixed income, and options.

James Rees is a financial advisor with CWM, LLC, holding Series 63 and Series 65 designations and over 32 years of industry experience. He has worked with firms including Cetera Wealth Services, Stoneway Financial LLC, and LPL Financial. Outside of his advisory roles, Rees serves as treasurer for The Magdalene Home, a nonprofit organization, and is a board member of No Hungry Children. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, corporations, and institutional clients through a network of more than 600 advisors. The firm typically manages accounts on a discretionary basis using model portfolios that integrate fundamental and technical analysis, third-party sub-advisors, and customization tools, with a particular focus on retirement plan and institutional services.

Douglas Bolles is a Series 65-licensed financial advisor with six years of industry experience. He is currently with Beacon Pointe Advisors, LLC and previously worked at WorthPointe, LLC and Southside Bank. Beacon Pointe Advisors, LLC provides wealth advisory, consulting, financial planning, and outsourced chief investment officer services to a diverse client base, including high-net-worth individuals, corporations, and institutional clients. The firm utilizes a combination of asset-allocation modeling and third-party independent managers across active and passive strategies, offering comprehensive reporting and plan-level analytics.

Joe Clark is a financial advisor with AE Wealth Management, LLC in Tyler, TX, holding a Series 65 designation and three years of industry experience. His prior work includes roles at Fisher Investment and Family First Life. Before entering the financial services industry, he worked for seven years at Clark's Feed and Fertilizer. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base including individuals, corporations, and trusts. The firm utilizes discretionary model portfolios and a variety of investment strategies, managing approximately $49.8 billion for over 127,000 clients.

Kyle Nelson is a financial advisor at Lincoln Investment with eight years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Northwestern Mutual Wealth Management, Cole Caruthers, and GuideStone Financial Resources. His current tenure at Lincoln Investment began in 2024. Lincoln Investment Planning, LLC serves a diverse client base, including individuals, high-net-worth investors, trusts, charities, and retirement plans, with a focus on 403(b) and 457(b) programs. The firm offers financial planning, consulting, and portfolio management through model portfolios and third-party managers, supported by an in-house Investment Management & Research team that develops strategic and adaptive investment strategies.

James Holloway is a Series 65-licensed financial advisor with 20 years of industry experience. He is currently with AE Wealth Management, LLC and has prior experience at Global Financial Private Capital, LLC, Brookstone Capital Management LLC, and Texas Financial and Retirement, LLC, where he also owns and operates a fixed insurance products sales business. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base including individuals, corporations, trusts, and ERISA plan sponsors. The firm emphasizes model portfolio and direct asset management programs, utilizing a range of analytical methods and strategies supported by a large-scale platform serving over 127,000 clients.

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.

Michael Greening is a financial advisor at Edward Jones in Flint, TX, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he spent several years working in automotive sales and management roles at BMW of Tyler, Superior Automotive, Shearer Supply, and Mercedes Benz of Plano. 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 through a nationwide network of nearly 24,000 financial advisors, offering a range of advisory strategies and affiliated investment products.

William Winegar is a financial advisor with Cetera, holding a Series 66 designation and based in Tyler, TX. He has been in the industry since 2025 and has experience working at Cetera Wealth Services, Adams Financial Group, and Cetera. Outside of his advisory roles, he has been involved with Parkway Hills Baptist Church and the Southern Baptists of Texas Foundation, and he has also worked in nonprofit and educational settings including Dallas Baptist University. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to affiliated and unaffiliated third-party managers.

Jessica Flores is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at J.P. Morgan since 2009. Outside of her financial career, she is owner and partner of Flores Design & Development LLC, an architectural design and real estate development business. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager searches, and customized performance reporting through a select group of wealth advisors.

Paul Heckmann II is a financial advisor with Primerica Advisors in Tyler, TX, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. He has been with Primerica Advisors since 1990 and with Primerica Financial Services since 1989. Outside of advising, he is involved in the sale of home security and automation products through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and a limited number of separately managed account options. The firm curates third-party asset managers and uses a tiered wrap fee structure, emphasizing a range of strategic, tactical, tax-aware, and income distribution investment models.

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.

Rodney Boaz is a Series 66-licensed financial advisor with Ameriprise Financial Services LLC in Tyler, TX, where he has worked since 2013. He has 16 years of industry experience. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement who meet specific asset criteria, providing detailed recommendation reports on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to support its recommendations and delivers services through a centralized consulting team alongside its large network of advisors.

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.

Earl Hengen is a Series 66 licensed financial advisor with Edward Jones in Flint, Texas, where he has worked since 2007, totaling 25 years of industry experience. Outside of his advisory role, he owns a rental property in Tyler, Texas, which is managed through Airbnb. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors, and offers a range of advisory programs and investment solutions supported by a nationwide network of financial advisors and branch offices.

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.

Wilda Adams is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 38 years of industry experience. She has worked at Cetera since 2023 and previously spent over two decades with Securian Financial Services. Cetera Investment Advisers LLC is a nationwide SEC-registered adviser serving individual, corporate, charitable, employer-sponsored retirement, and institutional clients through a multi-manager platform offering discretionary and non-discretionary portfolio management, financial planning, and a range of program options.

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.

Norman Coates is a financial advisor with OSAIC based in Tyler, TX, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His prior roles include positions at Securities America Advisors, LPL Financial, and Investment Centers of America. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services with a range of portfolio management tools and access to third-party money managers.

Johnny Burchfield is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and 29 years of industry experience. He has been affiliated with PFS Investments Inc. and Primerica Financial Services since 1996. In addition to his advisory role, he is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, offering model-driven strategies and a limited number of separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure, with portfolio implementation delegated to BNY Mellon 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.

Stacy Hayes is a financial advisor with Equitable Advisors in Tyler, TX, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. Prior to joining Equitable Advisors, she worked at Lion Street Advisors and Lion Street Financial for seven years, as well as Woodbury Financial Services and PNC Managed Account Solutions. In addition to her advisory role, she manages financial powers of attorney and operates a personal financial services business. Equitable Advisors serves a broad client base including individuals, institutional clients, and charitable organizations by providing financial planning, retirement plan consulting, and various asset management programs. The firm emphasizes personalized client assessments and utilizes both proprietary and third-party investment solutions without sponsoring its own wrap fee program.

Christina Swallows is a Series 66 credentialed financial advisor with Edward Jones in Tyler, TX, where she has worked for 10 years. She has spent her entire industry career at Edward Jones. 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 through a broad network of financial advisors and branch offices, offering a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

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.

Kayla Welvaert is a financial advisor with Edward Jones in Flint, TX. She holds the Series 66 designation and has five years of experience, including prior work at Impressive Image Works. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large national network of financial advisors and branch offices.

Michael Harrison Jr. is a financial advisor with Ameriprise, holding a Series 66 designation and 19 years of industry experience. He has been with Ameriprise and its affiliated entities since 2010. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet certain asset thresholds. The firm provides written Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies, utilizing algorithmic automation and a centralized consulting team to generate and tailor recommendations.

Richard Cole is a financial advisor at Ameriprise with 27 years of industry experience. He holds a Series 66 designation and has worked with Ameriprise and its affiliate since 2013. Outside of his advisory role, he owns SELAH Inc., a business involved in commission accounting and record keeping. Ameriprise offers retirement-income planning services tailored to individuals near or in retirement with significant investable assets. The firm provides a range of advisory, brokerage, and insurance solutions through affiliated companies, utilizing a centralized consulting team that delivers non-discretionary, research-driven recommendations.

Kenneth Lyons is a Series 66-licensed advisor with Edward Jones in Chandler, TX, where he has worked since 2017. He has eight years of industry experience, including prior roles at Brookdale Senior Living Community and L&B Therapeutics. He is also a partner in a newly established family real estate business managed by his wife. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment solutions. The firm has over 23,700 advisors nationwide and offers both discretionary and non-discretionary strategies, along with affiliated mutual funds and trust services.

Chad Williams is a CFP® with 23 years of industry experience, currently serving as a financial advisor at Ameriprise. He has been with Ameriprise and its affiliates since 2005. Outside of advisory work, he holds non-working oil and gas royalty interests in Oklahoma. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement who meet specific asset criteria. The firm combines research, modeling, and tax-efficiency analysis to deliver written recommendation reports, primarily focusing on assets managed within Ameriprise accounts.

Kimberly Mcclure is a CFP® with 25 years of industry experience, currently advising at Cetera. She has held roles at Martin Financial Group, WJ Adams & Associates dba Adams Financial Group, and Minnesota Life Insurance Company. Outside of advisory work, she serves as a board member of The Women’s Fund of Tyler/Smith County and is a commissioned notary public. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual, corporate, charitable, and institutional clients with a variety of portfolio management and financial planning services. The firm operates a multi-manager platform offering access to affiliated and third-party managers across multiple program structures and custodial relationships.

Tiffany Elmer is a Series 66 licensed financial advisor with Edward Jones in Chandler, TX, and has four years of experience at the firm. Prior to joining Edward Jones, she worked for Humble ISD and Clear Creek ISD, gaining three and four years of experience respectively. Edward Jones is a full-service wealth management firm serving individual and institutional clients nationwide, managing approximately $1.01 trillion in assets. 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.

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.