Mark Perry is a financial advisor at Safe Future Wealth Partners LLC with two years of experience in the industry. He holds a Series 65 designation and has prior work experience at Willis Knighton Health System and Trustlaw Associates, where he has been involved in trust, estate planning, and elderlaw for over two decades. Outside of advising, he is engaged in ranching and other non-securities-related business ventures. Safe Future Wealth Partners serves individual clients by providing ongoing portfolio management and financial planning, often referring clients to third-party advisers for discretionary management. The firm uses investment policy statements and relies on recommended outside managers to implement and monitor client portfolios.

Holly Wasson is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, she worked in education at various school districts and Texas A&M Commerce. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of investment strategies and advisory services supported by a nationwide network of financial advisors and branch offices.

Tod Byrd is a financial advisor with LPL Financial who holds Series 63 and Series 66 credentials and has 24 years of industry experience. He has been with LPL Financial and its predecessor firm since 2003, following a brief tenure at A. G. Edwards & Sons, Inc. Byrd also operates Byrd Investment Management as a DBA for his LPL business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions through a large network of advisors. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Brandon Roberts is a CFP® with nine years of industry experience, currently serving as a financial advisor at Edward Jones since 2017. Prior to joining Edward Jones, he worked for Nestle Waters North America for eight years. He is also the president of the Rains ISD Education Foundation in Emory, Texas, a role he holds without financial responsibilities. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

Jason Ray is a financial advisor with Edward Jones in Mineola, TX, holding the CFP® and Series 66 designations and having 12 years of industry experience. He has been with Edward Jones since 2014. Outside of his advisory work, he serves on multiple local boards including the Mineola Economic Development Corporation, the Mineola Education Foundation as Vice President of Development, the Northeast Texas Regional Mobility Authority, and the UT Health Quitman Advisory Board. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of investment advisory programs and maintains a large network of financial advisors and branch offices across the country.

Jurgen Simons is a CFP® with 18 years of industry experience, currently serving as a financial advisor at Edward Jones since 2017. He previously worked for ten years at Hilltop Securities Inc. Simons is also involved in establishing a church in Mineola, Texas, where he serves as an elder, preacher, and teacher. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

John Pegues is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. His prior roles include positions at Hilltop Securities Inc., Investment Centers of America, and Mineola Community Bank. Outside of financial advising, he is involved in insurance sales through Hefner Insurance Agency, operates an income tax service, serves as an escrow agent for Golden Administration Services LLC, and participates in the Knights of Columbus charitable organization. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management access, and institutional platforms, supporting strategies implemented by investment adviser representatives through discretionary and non-discretionary mandates.

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.

Troy Turner is a financial advisor with Edward Jones in Mineola, TX, holding a Series 66 designation. He has one year of industry experience, joining Edward Jones in 2026 after working at Hunt's Custom Homes, Inc. from 2024 to 2026. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets, and maintains a nationwide network of financial advisors and branch offices.

Cassie Perry is a financial advisor at Ameriprise with 22 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at LPL Financial and American National Bank of Texas. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficient strategies to generate personalized recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

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.

James Anderson is a ChFC® credentialed financial advisor with Edward Jones in Mineola, TX, where he has worked since 2000, accumulating 26 years of industry experience. Outside of his advisory role, he is involved in raising beef cattle and selling hay on his ranch, and he serves on the Board of Directors of Beefmaster Breeders United, including committees for Advertising and Public Relations, Finance, and Audit. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over 23,700 financial advisors and $1.01 trillion in assets under management. The firm offers a range of discretionary and non-discretionary advisory programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Amy Castleberry is a financial advisor at Edward Jones with five years of industry experience. She holds the Series 66 designation and previously worked in education within the Mineola and Winona Independent School Districts. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets.

Janette Neal is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. She previously worked at Merrill for 28 years before joining Wells Fargo in 2021. Outside of her advisory role, she receives royalties from mineral rights ownership in Oklahoma City. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment services. The firm’s approach is IPS-driven and incorporates modern portfolio theory, with a range of investment options that include insurance-related vehicles and bank deposit sweep programs.

Phil Harris is a financial advisor at Stifel with 31 years of industry experience. He has held his current position at Stifel Nicolaus since 2013 and holds Series 63 and Series 65 licenses. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment guidance is based on proprietary methodologies developed by its Investment Strategy Group and includes fee-based financial planning and recommendations of third-party advisers.

Gerald Rose II is a financial advisor with Edward Jones in Mineola, TX. He holds a Series 66 designation and has one year of industry experience. Prior to joining Edward Jones, he worked at LibertyOne Credit Union and held various positions in the financial services and retail sectors. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, and is notable for its extensive advisor and branch network as well as its affiliated mutual funds and trust services.

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.

David Wilson is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and over 33 years of industry experience. He is the owner of David Wilson CPA Ltd, a CPA firm providing accounting, tax planning, and corporate financial consulting services, and serves as board member and treasurer for St Andre House, an organization offering housing for mentally disabled adults. He has also been involved with Trinity Wealth Management, LLC since 2009. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of financial planning and investment solutions, including model portfolios, third-party asset management, and institutional platforms, supported by research tools and a broad suite of non-advisory financial services.