Matthew Diaz is a financial advisor with Eagle Strategies (NY Life) and holds Series 63 and Series 65 credentials. He has 11 years of industry experience and has worked with New York Life Insurance Company and Nylife Securities LLC. Outside of his advisory work, he has been teaching martial arts to youth and adults through Diaz Martial Arts for over 28 years. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers a variety of program types and emphasizes tailoring recommendations to client objectives and plan sponsor criteria.

Jeffrey Murry is a CFP® professional with 17 years of experience in financial advising. He is currently with Cetera Planning Partners and has held roles at various affiliated Cetera firms since 2009, as well as prior experience with Avantax and 1st Global Capital Corp. Outside of advising, he is a 33.3% owner of Murry Investments LLC. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees with services including investment management, financial planning, Social Security optimization, and retirement advice. The firm offers additional services such as tax planning, bookkeeping, payroll support, and estate planning through a third-party provider, utilizing a diversified investment approach tailored to clients' objectives and risk tolerance.

Mac Hargrove is a CFP® professional with 30 years of industry experience, currently serving at Raymond James & Associates since 2016. He holds Series 63 and Series 65 licenses. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering financial planning and non-discretionary investment consulting supported by a range of portfolio management styles and affiliated research.

Dallas Long is a CFP® professional with 13 years of industry experience, currently serving as a financial advisor at Edward Jones since 2012. He holds the Series 66 designation and is based in Gladewater, TX. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Chad Burkhalter is a financial advisor at Edward Jones with 25 years of industry experience. He has been with Edward Jones since 2012 and holds Series 63 and Series 65 registrations. Outside of his advisory role, he serves as a basketball referee for the Texas High School Basketball Officiating Association. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a broad range of financial needs. The firm manages over $1 trillion in assets and offers advisory programs that include discretionary and non-discretionary strategies, access to separately managed accounts, affiliated mutual funds, and various overlay and tax-efficient services.

Gregory Mills is a financial advisor with Edward Jones in Quitman, TX, holding Series 63 and Series 66 licenses and 25 years of industry experience. He has been with Edward Jones since 2000. No notable outside activities are reported. 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 with a nationwide network of more than 23,700 financial advisors, offering both discretionary and non-discretionary investment strategies under a fiduciary standard.

Gary Vestal is a financial advisor with Edward Jones in Gilmer, Texas, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1992 and has been affiliated with San Houston State University since 1987. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both high-net-worth and non-high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a large national network of advisors and branch offices and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Lisa Spencer is a financial advisor with Edward Jones in Gladewater, TX, holding a Series 66 designation and 17 years with the firm. She has three years of industry experience and assists in the care of a special needs child as a personal attendant in Kilgore, TX. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large national network of advisors and branch offices.

Brian Coventry is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and 29 years of industry experience. He has worked with Avantax and its affiliated entities from 2007 through 2025, and currently operates Coventry Financial Texas LLC. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm provides portfolio management, financial planning, and retirement services using a multi-manager platform with various program options and over $256 billion in assets under management.

Patrick Vanburkleo is a CFP® with 34 years of industry experience, currently affiliated with LPL Financial. He has operated Van Burkleo Financial Services, L.C. since 2000 and has been associated with Linsco / Private Ledger Corp. during the same period. 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 financial planning and investment management services, including advisory and brokerage options, model portfolio programs, and institutional platforms.

Tony Le Grow is a Series 66 licensed financial advisor with Edward Jones, based in Quitman, TX, and has four years of industry experience. Prior to joining Edward Jones in 2021, he worked at Merck and Co., Inc. for 20 years. He serves as Vice President of the Quitman Chamber of Commerce and is President of the Lindale Baseball Booster Club, where he coordinates fundraising activities. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and is noted for its extensive retail advisor network and additional capabilities such as a trust company and securities-based lending.