Max Stewart is a Series 65-licensed advisor at Simplicity Wealth in Tyler, Texas, with one year of industry experience. Simplicity Wealth serves a broad range of clients including individual and high-net-worth investors, retirement plans, and institutional investors, offering advisory services and a TAMP platform with a fund-of-funds investment approach that incorporates ETFs, mutual funds, and individual securities.

If you’ve spent the last 3 or 4 decades working hard, raising kids and grandkids, saving for the future, and paying your taxes on time, only to wake up now and wonder whether it’s going to be enough, you’re in the right place. At Earls Financial, we’ve made it our life’s work to help you enjoy and preserve the payoff from your life’s work. When we add a client, we’re looking for long-term relationships with folks who will really benefit from what we do. We don’t want a bad fit for you or for us. If you’re a retiree, pre-retiree, or business owner and a few of the following apply, we’ll have a good starting point: - You’re a kind person - You’re within 10 years of retirement (before or after) - Your decisions are starting to become more consequential (e.g. your assets/income are growing) and you know you need help - When thinking about financial topics, you find yourself wanting someone to “handle that for you” - You invest in yourself and/or in your business - You’re a golfer - You’re health conscious (you want more energy and vitality through lifestyle choices) - You’re a life-long learner/working on being a better human - You’re a traveler - You’re a dog person If some of these apply to you, we may be a good fit to work together. If not, you may be better served by another firm. We’re looking for people we’ll enjoy being around — there’s no need for either of us to waste time/not enjoy each other. Go to earls financial.com to learn more.

Planning, not predictions, and products. We help our clients coordinate, simplify, and manage their investment, tax, insurance, healthcare/Medicare, Social Security, and estate planning needs under one roof. After 25 years at Ameriprise, I launched my own independent RIA to provide comprehensive financial planning and wealth management services focusing on advice, not sales or products. We help our clients coordinate, simplify, and manage their investment, tax, insurance, and estate planning needs under one roof. Our typical client is someone who believes that true wealth is having control over their time so they can spend it with the people and activities they love. They prefer to delegate most of their financial matters to a team of trusted professionals who will care for their loved ones after they are gone.

Victor Williams is a financial advisor at Gibson Wealth Advisors, LLC with 25 years of industry experience. He previously worked for American Express Financial Advisors Inc. / Ameriprise Financial for 14 years before joining Gibson Wealth Advisors in 2016. Williams holds Series 63 and Series 65 licenses and is also licensed as an insurance agent in Tyler, TX. Gibson Wealth Advisors, LLC is a fee-only registered investment adviser serving individual and high-net-worth clients, managing approximately 187 households. The firm provides comprehensive financial planning and discretionary investment management using a combination of passive portfolios built with Vanguard funds and active strategies such as rebalancing and tax-loss harvesting.

Joe Wylie is a financial advisor with Dean Wealth Management, LLC, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has worked at Trinity Portfolio Advisors, LLC since 2009. In addition to his advisory role, Joe is a CPA involved in tax return preparation, review, research, and planning. Dean Wealth Management provides investment supervisory services and financial planning primarily to individual households, retirement accounts, trusts, and other entities. The firm employs a mix of discretionary management and periodic consultation, using strategic asset allocation combined with tactical, trend-weighting overlays and multiple analysis methods including technical and fundamental approaches.

Benjamin Dean is a CFP® with 23 years of industry experience, currently affiliated with Dean Wealth Management, LLC. He has worked at Swords Wealth Management LLC since 2014. In addition to his advisory role, Dean is an independent insurance agent operating as a sole proprietor. Dean Wealth Management serves individual family households, retirement and pension plans, trusts, and estates, managing approximately $51.1 million in assets across about 102 client households. The firm employs a combination of strategic asset allocation and tactical investment programs, utilizing both discretionary and non-discretionary management approaches.

David Breedlove is a ChFC® credentialed advisor at Dean Wealth Management, LLC with 55 years of industry experience. He has worked at Swords Wealth Management and Concorde Asset Management, and has operated Breedlove Insurance & Financial Services since 1969. Outside of his advisory role, he is involved as a managing member and general partner in several private business entities. Dean Wealth Management provides investment supervisory services and financial planning primarily to individual households, including both high-net-worth and non-HNW clients, as well as retirement accounts, trusts, and other entities. The firm uses a combination of strategic asset allocation and tactical, trend-weighting overlays, employing multiple analysis methods and in-house programs that may include leveraged or inverse ETFs and trend-based equity exposure adjustments.

Bently Ford is a financial advisor at Centric Advisors, LLC with 28 years of industry experience. He holds a Series 63 designation and has worked at firms including Capital Asset Advisory Services and Questar Asset Management. Outside of his advisory role, Ford owns and operates an insurance agency focused on fixed insurance products in East Texas. Centric Advisors serves individuals, high-net-worth clients, corporations, and charitable organizations by providing portfolio management and financial planning services. The firm employs fundamental, technical, and cyclical analysis to implement varied investment strategies and manages approximately $227 million in client assets.

Raymond Cozby III is a financial advisor at Gibson Wealth Advisors, LLC with nine years of industry experience. He holds a Series 65 designation and has been with Gibson Wealth Advisors since 2017. Outside of his advisory role, he also serves as a managing attorney at R.W. Cozby III, PLLC, providing estate and trust services. Gibson Wealth Advisors serves individual and high-net-worth clients, mainly those at or near retirement, offering comprehensive financial planning and discretionary investment management. The firm employs an evidence-based investment approach using primarily Vanguard index mutual funds and ETFs, while also providing supplemental services such as Medicare consulting and coordinated tax-preparation assistance.

Kylar Gee is a financial advisor at Gibson Wealth Advisors, LLC with six years of industry experience. He holds the Series 66 designation and previously worked at Ameriprise and TD Ameritrade. Gibson Wealth Advisors serves individual and high-net-worth clients, primarily those at or nearing retirement, offering comprehensive financial planning and discretionary investment management. The firm follows a Modern Portfolio Theory-based approach using Vanguard index funds and ETFs, and provides additional services including Medicare consulting, estate-planning documentation, and retirement plan management.

Taylor Hodges is a financial advisor with D.H. Hill Advisors, Inc. in Tyler, TX, holding Series 63 and Series 65 designations and 14 years of industry experience. He is also the owner of Inspire Gym United, LLC, a gymnastics business. D.H. Hill Advisors provides financial planning and portfolio management services to individuals, including high-net-worth clients, as well as employer-sponsored retirement plans, foundations, and other institutional clients. The firm offers both discretionary and non-discretionary investment management, utilizing a combination of tactical asset allocation, active and passive strategies, and tax-management techniques.

Laura Neal is a CFP® professional with eight years of experience in financial advising. She has been with Woodward Financial Advisors, Inc. since 2022 and previously worked at Pembroke Advisors, Inc. for nine years. Woodward Financial Advisors, Inc. is an independent, fee-only firm serving individuals, families, trusts, and estates. The firm manages approximately $574 million in assets for about 196 clients, emphasizing a strategic, globally diversified approach that favors low-cost passive index funds and ETFs, with customized investment plans tailored to each client.

Jordan Pedron is a financial advisor with Power Wealth Management in Tyler, TX, holding a Series 66 designation and 14 years of industry experience. His prior roles include positions at Personal Capital Advisors Corporation, Fidelity Brokerage Services, and Claro Advisors. Outside of advising, he owns Saleside, LLC, a technical dashboard development company. Power Wealth Management serves individuals, estates, and trusts with comprehensive wealth management, discretionary portfolio management, and financial planning. The firm manages approximately $430 million in discretionary assets across about 250 client relationships and employs a team of seven advisors.

William Smith is a financial advisor at Thurston Springer Advisors with one year of industry experience. He previously worked at Wells Fargo Advisors and spent eight years as a 1099 contractor with Texas and Southern Farm Bureau Insurance. Smith currently receives passive income from his prior insurance business activities. Thurston Springer Advisors serves a diverse client base, including individuals, corporations, retirement plans, and foundations, offering services such as financial planning, portfolio management, and fiduciary services. The firm employs a variety of investment strategies ranging from buy-and-hold to tactical momentum, utilizing both discretionary and non-discretionary approaches.

Jason Grigsby is a financial advisor with Thurston Springer Advisors in Tyler, TX, holding a Series 66 designation and 20 years of industry experience. He has previously worked at Wells Fargo Advisors, Southside Investment Services, Southside Bank, and Raymond James Financial Services. Thurston Springer Advisors serves individuals, corporations, retirement plans, foundations, endowments, estates, and trusts, offering tailored financial planning, portfolio management, and fiduciary services through both discretionary and non-discretionary programs that incorporate a range of investment strategies.

George Lollis is a financial advisor at Prospera Financial Services, Inc. with 40 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Prospera since 2003. In addition to his advisory work, he serves as President and CEO of Opus Fortunatus Three, LLC, a data center in Dallas. Prospera Financial Services is a multi-team firm with 271 advisors managing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and other business entities, offering financial planning, portfolio management, and access to multiple advisory programs and platforms.

Tyler Ranta is a financial advisor with ON Investment Management CO, holding a Series 66 credential and one year of industry experience. Prior to joining ONIMCO, he worked at Ameriprise and has experience in education and service roles. ON Investment Management Company (ONIMCO) provides financial planning, portfolio management, and retirement-plan advisory services to individuals, families, trusts, charitable organizations, and businesses. The firm offers a range of investment programs and employs a dual-registration model combining advisory and broker-dealer activities.

Stephen Mills is a financial advisor with Thurston Springer Advisors, holding Series 63 and Series 65 licenses and 43 years of industry experience. He has worked at Wells Fargo Advisors for 15 years. Mills is also a licensed CPA in Texas. Thurston Springer Advisors serves individuals, corporations, retirement plans, foundations, estates, and trusts, providing financial and estate-planning services, portfolio management, and fiduciary services. The firm offers both discretionary and non-discretionary investment programs using a range of strategies, including buy-and-hold and tactical approaches.

Erin Ortiz is a financial advisor with LaSalle St. Investment Advisors, L.L.C. in Tyler, TX, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. She has been with LaSalle St. Securities since 2014. Outside of her advisory role, Ortiz serves as a Girl Scouts troop leader and is involved in managing two online businesses linked to her daughter. LaSalle St. Investment Advisors provides personalized, fee-based financial planning and investment supervisory services to individuals, trusts, pensions, charitable organizations, and small businesses. The firm offers both non-discretionary and discretionary management programs, emphasizing a predominantly non-discretionary asset mix uncommon among large enterprise advisers.

Meggan Jeter is a financial advisor at Thurston Springer Advisors with 19 years of industry experience. She holds a Series 66 designation and previously worked for UBS Financial Services for 20 years before joining Thurston Springer Financial in 2025. She also operates a business under the name Trinity Capital Management. Thurston Springer Advisors serves a diverse client base including individuals, corporations, retirement plans, and trusts, offering financial planning, portfolio management, and fiduciary services through a range of discretionary and non-discretionary investment programs.