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 22 years of industry experience and is currently affiliated with Dean Wealth Management, LLC. He has worked at Swords Wealth Management LLC since 2014. Outside of his advisory role, he operates as an independent insurance agent on a limited basis. Dean Wealth Management provides investment supervisory services and financial planning primarily to individual households, retirement accounts, trusts, and other entities. The firm employs a blend of strategic asset allocation and tactical trend-weighting overlays, utilizing various analysis methods and managing several in-house programs that can include leveraged and inverse ETFs to adjust equity exposure based on market trends.

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.

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.

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.

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 at Power Wealth Management with 14 years of industry experience and holds the Series 66 designation. His prior roles include positions at Personal Capital Advisors Corporation and Fidelity Brokerage Services, among others. Outside of advising, he owns Saleside, LLC, a technical dashboard development company based in Frisco, TX. Power Wealth Management serves individual investors, estates, and trusts with holistic wealth management and standalone financial planning. The firm provides discretionary portfolio management guided by client goals and an internal Investment Committee, offering access to third-party models and using derivatives within separately managed accounts.

George Lollis is a financial advisor with Prospera Financial Services, Inc. in Tyler, TX, holding Series 63 and Series 66 licenses with 40 years of industry experience. He has worked at Prospera since 2003 and is the managing partner of Appreciable Resources LLC, a family partnership involved in real estate investments. Outside of his advisory role, he serves as president and CEO of Opus Fortunatus Three, LLC, a data center based in Dallas. Prospera Financial Services, Inc. is a large enterprise-scale adviser and dually registered broker-dealer serving individuals, high-net-worth clients, corporate and charitable entities, and retirement plans. The firm manages approximately $12.4 billion and offers investment advisory and financial planning through a variety of platforms and customizable portfolio solutions.

Cameron Blair is a financial advisor at NFSG Corporation with 12 years of industry experience. He holds the Series 66 designation and has worked previously at Edward Jones and Newbridge Financial Services Group Inc. Blair is also the owner and founder of Blair Financial, a sole proprietorship providing financial services focused on wealth utilization and estate planning. NFSG Corporation is an SEC-registered investment adviser offering asset management, third-party manager selection, and financial planning to individuals, pension plans, trusts, and businesses. The firm customizes portfolios based on client objectives and risk tolerance, employing a variety of investment strategies and frequently using third-party asset managers.

Jamie Carmack is a CFP® professional with 27 years of industry experience. He is currently with Corda Investment Management, LLC and has previously worked at The Vanguard Group, Northwestern Mutual, TD Ameritrade, and Scottrade. Carmack holds Series 63 and Series 66 licenses. Corda Investment Management is a multi-team registered investment adviser managing approximately $2.0 billion in client assets for around 1,359 clients. The firm offers discretionary portfolio management, integrated financial planning, 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.