John Reed is a financial advisor with 4 years of industry experience and holds a Series 65 credential. He is the principal of 1 Timothy 6 V 7 LLC, an independent advisory firm. Outside of his advisory work, Reed is also a teacher at Henderson High School in Texas. 1 Timothy 6 V 7 LLC provides investment management and advisory services primarily to pooled investment vehicles and institutional clients, including foundations, corporations, and plan sponsors. The firm employs a blend of active and passive strategies with a focus on risk-adjusted, tax-aware allocations and offers both discretionary and non-discretionary portfolio management alongside retirement plan consulting and financial planning.

Tucker Konczak is a financial advisor at Pistol Hill Capital with one year of industry experience. He holds a Series 65 designation and has worked at Galeforce Capital Management and e360 Power. Outside of advising, he served as a junior analyst at e360 Power. Pistol Hill Capital is a small, independent registered investment adviser serving primarily individual and high-net-worth clients. The firm offers discretionary asset management and guidance across various asset classes, employing both fundamental and technical analysis with a focus on long-term strategies tailored to each client's needs.

I help you plan your optimum retirement income strategy. You’ve saved your whole life for retirement, and now it’s time to use that savings to relax and spend your time the way you want to. We will figure out together the best way for you to distribute your savings and account for investment risks, taxes, and an uncertain future. I live in East Texas with my wife and two kids. I am a former professor and take a teaching approach with my clients as well. No two retirements are the same, so your retirement plan will require some custom-fitting. I want you to understand everything we do so that you can help me understand the best plan for you. I am also an Infantry Major in the Arkansas Army National Guard.

Andrew Alston is a financial advisor at Rose Wealth, LLC with eight years of industry experience. He holds the Series 66 designation and has worked previously at Ameriprise, Edward Jones, and Texas Bank and Trust Company. Rose Wealth, LLC is a state-registered investment adviser serving individuals and high-net-worth clients with discretionary and non-discretionary management. The firm emphasizes strategic asset allocation and uses third-party money managers and model portfolios, performing due diligence and ongoing supervision of sub-advisors.

Abigail Williams is a CFP® and Series 65-licensed financial advisor with three years of industry experience. She is currently with Naviant Partners, LLC, having previously worked at Stone Oak Wealth Management, CapFinancial Partners, Covenant Multi-Family Offices, Reliance Bank Limited, and Texas A&M University. Outside of her advisory role, she is an Independent Market Partner for MONAT Global Corp., promoting haircare, skincare, and makeup products. Naviant Partners provides discretionary investment management, wealth planning, and retirement plan advisory services for individuals, high-net-worth clients, trusts, businesses, and plan sponsors. The firm employs a primarily long-term investment process incorporating modern portfolio theory and various analytical approaches, with a notable focus on retirement plan consulting and ERISA-related fiduciary services.

Sean Green is a CFP® with 12 years of industry experience, currently serving as an advisor at Rose Wealth, LLC. He previously worked for Lonestar Registered Investment Advisors, PLLC for nine years and is also the managing member and attorney at Green Law, PLLC, where he provides estate planning, business formation, probate, and related legal services. Rose Wealth, LLC is a state-registered investment adviser that offers discretionary and non-discretionary investment management to individuals and high-net-worth clients. The firm emphasizes strategic asset allocation and uses external platforms and selected account managers to implement portfolios, while performing due diligence and ongoing supervision of sub-advisors.

Grant Jordy is a financial advisor at Rose Wealth, LLC with two years of industry experience. He holds a Series 66 designation and previously worked at Merrill Lynch Wealth Management, Ameriprise, and Vasso & Associates LLC. Jordy is also licensed as an insurance agent and sells various insurance products. Rose Wealth, LLC is a state-registered investment adviser serving individuals and high-net-worth clients. The firm offers discretionary and non-discretionary investment management, focusing on strategic asset allocation and using third-party money managers and model portfolios.

We love the process of partnering with individuals to discover their personal path to a fulfilling financial future. We always tell our clients—we make recommendations, you make decisions. We offer effective tools and clear guidance to help you make retirement what you want.

Alex Alston is a financial advisor at Rose Wealth, LLC with five years of industry experience. He holds a Series 66 credential and has worked at firms including VASSO & ASSOCIATES, Ameriprise, and Wells Fargo Clearing. Outside of advisory work, Alston owns a water filter sales business and is co-owner of a residential building and sales company. Rose Wealth, LLC is a state-registered investment adviser serving individuals and high-net-worth clients through managed accounts and third-party money managers. The firm emphasizes strategic asset allocation combined with additional techniques and conducts ongoing supervision of sub-advisors.

David Carr is a financial advisor with CG Advisory Services in Longview, TX, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. His prior roles include positions at Carr Capital and Capital Asset Advisory Services since 2018, as well as Questar Asset Management and Questar Capital Corporation from 2013 to 2018. Outside of his advisory work, he is the author of a sports psychology book titled *Winning Through Mental Toughness*. CG Advisory Services is an SEC-registered firm serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers discretionary portfolio management through proprietary and customized models, supplemented by financial planning, retirement-plan consulting, and access to alternative investments, employing a research-driven approach supported by AI tools.

Cassidy Carr is a CFP®-designated financial advisor with five years of industry experience, currently practicing at CG Advisory Services since 2021. Prior to this, Carr has been involved with Carr Capital LLC since 2017. CG Advisory Services is an SEC-registered multi-team firm that serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers discretionary portfolio management through proprietary model programs and customized Adviser-as-Portfolio-Manager arrangements, complemented by financial planning, retirement-plan consulting, fiduciary advice, and access to alternative investments via third-party platforms.

Staci Madsen is a Financial Advisor with Merrill Lynch Wealth Management, focusing on creating tailored financial strategies that align with clients' unique needs and life circumstances. She serves a diverse client base including families, professionals, and individuals dedicated to public service such as first responders, educators, healthcare providers, military personnel, and law enforcement officers. With expertise in education planning, family wealth management strategies, legacy planning, liquidity management, managing new wealth, and personal retirement planning, Staci emphasizes straightforward communication without reliance on jargon or complex visuals. She approaches financial advising as a hardworking businesswoman, prioritizing understanding her clients' individual financial situations to build effective, personalized plans. Staci holds a Bachelor's Degree from the University of Texas System and has earned several professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). She is also active in professional organizations such as the Canton Texas Chamber of Commerce, LPGA Amateurs, and Lindale Area Chamber of Commerce. Outside of work, Staci enjoys gardening, hunting, sewing, traveling, and spending time with her family, supporting her husband's dual careers as a firefighter and realtor while raising their three children.

Braden Wise is a financial advisor with Guardian Life and holds Series 63 and Series 65 licenses. He has six years of industry experience, including three years with Northwestern Mutual and over one year at Park Avenue Securities and Guardian Life. Park Avenue Securities, operating as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser serving individual, pension, charitable, and corporate clients. The firm provides brokerage services, financial planning, retirement consulting, and various investment advisory programs.

Danielle Traylor is a financial advisor with Money Concepts Capital Corp, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. She has been with Money Concepts Capital Corp since 2016. Outside of her advisory role, she is a partner in insurance agencies focused on life, health, and disability products. Money Concepts Advisory Service provides investment advisory, financial planning, and consulting services to a diverse client base including individuals, pension plans, trusts, and corporations. The firm manages approximately $4.07 billion in client assets using model-driven and asset-allocation strategies, offering both discretionary and non-discretionary programs supported by third-party managers and technology platforms.

Debra Nicholas is a financial advisor at &Partners with 27 years of industry experience. She holds a Series 63 designation and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC for a combined 16 years. She is based in Longview, TX. &Partners serves a broad mix of individual and institutional clients, including high-net-worth individuals, retirement plans, charitable organizations, and private businesses. The firm offers investment management and financial planning services through both discretionary and non-discretionary approaches, utilizing a range of proprietary and third-party strategies.

William Rice III is a financial advisor with Concurrent Investment Advisors, LLC, holding Series 63 and Series 65 credentials and 37 years of industry experience. He has previously worked at Morgan Stanley for 30 years and spent four years with Raymond James Financial Services. Concurrent Investment Advisors, LLC is a multi-team SEC-registered advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm offers customized, primarily long-term investment portfolios and comprehensive wealth management services supported by a network of roughly 286 advisors.

Dave Spurrier is a CFP®-credentialed financial advisor with 32 years of industry experience. He has worked at several firms including Wells Fargo Clearing, Wells Fargo Advisors LLC, and A. G. Edwards & Sons, Inc. Before joining &PARTNERS in 2025, he spent nearly 16 years at Wells Fargo affiliates. Spurrier serves as a board member of the North East Texas Regional Mobility Authority, a state entity responsible for transportation projects. &PARTNERS serves a diverse client base including individuals, institutions, and private businesses. The firm offers investment management and financial planning services using a combination of proprietary and third-party strategies, employing both discretionary and non-discretionary approaches.

Michael Spurrier is a financial advisor at &PARTNERS with Series 63 and Series 66 licenses and four years of industry experience. His prior work includes roles at Wells Fargo Advisors and Fidelity Investments. &PARTNERS serves a diverse group of individual and institutional clients, offering investment management, financial and tax planning, ERISA consulting, and brokerage services. The firm employs a variety of analysis methods and manages accounts through both internal advisors and third-party managers, maintaining ongoing monitoring and periodic reviews.

Tina Sellers Phelan is a financial advisor at &Partners with 32 years of industry experience. She holds Series 63 and Series 65 designations and has previously worked at Wells Fargo Clearing Services LLC and J.P. Morgan Securities. Outside of her advisory role, she co-owns Phelan Enterprises, a non-investment-related business. &Partners serves a broad mix of individual and institutional clients, providing investment management, financial and tax planning, ERISA consulting, retirement plan management, and brokerage services. The firm employs a combination of fundamental, technical, and quantitative analysis, utilizing both proprietary and third-party strategies, and offers municipal advisory and underwriting services.

Joseph Knox is a financial advisor with Concurrent Investment Advisors, LLC and holds Series 63 and Series 65 licenses, with 38 years of industry experience. His career includes roles at Purshe Kaplan Sterling Investments, Raymond James Financial, Hilltop Securities, and operating his own firm, Joe L. Knox, LLC. He is also involved in business activities outside of investment advising, including ownership of an expense company. Concurrent Investment Advisors, LLC is a multi-team SEC-registered advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm offers customized, primarily long-term portfolios using ETFs, mutual funds, and other assets, supported by a network of approximately 286 advisors serving over 13,000 clients.