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 26 years of industry experience. He held positions at American Express Financial Advisors Inc. / Ameriprise Financial for 14 years before joining Gibson Wealth Advisors in 2016. He holds Series 63 and Series 65 licenses and is also an insurance agent in Tyler, TX. Gibson Wealth Advisors serves individual and high-net-worth clients, focusing on those at or nearing retirement. The firm offers comprehensive financial planning, discretionary investment management, and additional services such as Medicare consulting and coordinated tax-preparation assistance, with an investment approach based on Modern Portfolio Theory and evidence-based strategies.

Joe Wylie is a financial advisor at Dean Wealth Management, LLC with 35 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Trinity Portfolio Advisors, Mass Mutual Investors Services, Gollob, Morgan & Peddy Financial Consultants, and Sunamerica Securities. In addition to his advisory work, Joe is a CPA who prepares and reviews tax returns and conducts tax research and planning. Dean Wealth Management provides investment supervisory services and financial planning primarily to individual family households, retirement and pension plans, trusts, and estates. The firm combines strategic asset allocation with tactical programs and employs a mix of discretionary and non-discretionary management 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® and holds a Series 66 license with nine years of industry experience. She has worked at Woodward Financial Advisors, Inc. since 2022 and was previously with Pembroke Advisors, Inc. from 2013 to 2022. Woodward Financial Advisors is a six-advisor team offering discretionary investment management, financial planning, and wealth management services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm employs a mix of fundamental, technical, and cyclical analysis to create customized portfolios primarily composed of low-cost mutual funds, ETFs, and bonds, managing approximately $641 million in client assets.

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.

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.

Jamie Carmack is a CFP® professional with 27 years of experience in the financial services industry. He currently works at CORDA Investment Management, LLC and has held previous roles at The Vanguard Group, Northwestern Mutual, TD Ameritrade, and Scottrade Inc. His background spans various advisory and brokerage firms. CORDA Investment Management is a multi-team registered investment adviser managing approximately $2.0 billion in client assets through a group of about 30 advisors. The firm offers discretionary portfolio management and integrated financial planning to individuals, including high-net-worth clients, as well as pension consulting, tax preparation, and access to attorney-led estate-planning services.

Misty Childs is a financial advisor with Berthel Fisher & Company Financial Services, Inc., holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. She has been with Berthel Fisher since 2002 and also worked with BFC Planning, Inc. from 2020 onward. Outside of advisory work, she serves as vice president of a local business networking group and is a brand partner for a wellness patch company. Berthel Fisher & Company Financial Services primarily serves individual and high-net-worth clients, offering investment advisory and financial planning services with approximately $906 million in client assets under management. The firm employs a variety of investment platforms and strategies tailored to client needs and also operates as a registered broker-dealer with an affiliated insurance agency.

Scott Childs is a financial advisor with Berthel Fisher & Company Financial Services, Inc., holding a Series 65 credential and with three years of industry experience. He has worked at Berthel Fisher since 2016 and is involved with Childs Capital Group, where he assists with clients and research. He is also a member of Smart Alternatives LLC, an entity focused on tax planning. Berthel Fisher & Company Financial Services provides investment advisory and financial planning services mainly to individual and high-net-worth clients, managing approximately $906 million in client assets through a variety of platforms and tailored investment strategies.

Anne Howe is a financial advisor at Geneos Wealth Management, Inc. with 29 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Geneos Wealth Management since 2003, as well as Coffman Wealth Management since 2009. Geneos Wealth Management serves a diverse client base including individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers comprehensive financial planning, investment advisory, and brokerage services, utilizing a range of analytic approaches and investment strategies tailored to client needs.

George Truitt Jr. is a financial advisor with Geneos Wealth Management, Inc. in Tyler, TX, holding a Series 63 designation and 25 years of industry experience. He has been associated with William F. Robertson & Associates and Geneos Wealth Management since 2007. Outside of advisory work, he is involved in tax preparation and operates KS Financial Group Inc. Geneos Wealth Management serves a diverse client base, including individuals, trusts, pension plans, corporations, and charitable organizations, offering financial planning, investment advisory, and brokerage services. The firm employs a range of analytic strategies and manages assets through representative-managed accounts, wrap programs, and third-party money manager referrals.