Koltlon Johnson is a financial advisor at Floyd Capital Management with one year of industry experience. He holds a Series 65 designation and has worked at Floyd Capital Management since 2024. His prior roles include positions at Koch Energy Services, Texas A&M University, and Cheniere Energy, among others. Floyd Capital Management provides discretionary portfolio management to individuals, retirement and profit-sharing plans, trusts, charitable organizations, and business entities. The firm manages client assets primarily through exchange-traded funds and mutual funds, using an asset-allocation, trend-based approach focused on scaling into investments during uptrends and moving to money market funds during downturns.

Benjamin Le Grand is a financial advisor at Floyd Capital Management with one year of industry experience. He holds a Series 65 designation and has prior work experience at Patterson Nissan, Texas A&M University, and Pleasant Grove Independent School District. Floyd Capital Management provides discretionary portfolio management to individuals, retirement and profit-sharing plans, trusts, charitable organizations, and business entities, primarily using exchange-traded funds and mutual funds. The firm employs an asset-allocation, trend-based approach focused on managing risk and opportunity through active portfolio adjustments and provides quarterly performance reviews alongside custodial statements.

Alexander Davis is a CFP® certificant with four years of industry experience. He currently works at Carroll Advisory Group and previously held roles at Strategic Financial Concepts, LLC, and Fidelity Investments. Outside of finance, he has experience running a lawn service business. Carroll Advisory Group serves individual and high-net-worth clients, charitable organizations, corporations, and insurance companies. The firm provides comprehensive investment management and financial planning, using both fundamental and technical analysis to tailor diversified portfolios primarily managed on a discretionary basis.

Devin Carroll is a CFP® professional with 23 years of industry experience. He is currently with Carroll Advisory Group and has previously worked at Cogent Advisory Group LLC and LPL Financial, LLC. Outside of his advisory work, he owns Carroll Media Properties, which produces content focused on Social Security, Medicare, and retirement-related topics. Carroll Advisory Group serves individual and high-net-worth clients, charitable organizations, corporations, and insurance companies. The firm provides comprehensive investment management and financial planning services, employing both fundamental and technical analysis to create diversified, discretionary portfolios tailored to client suitability and tax considerations.

Jeremy Reed is a CFP® with nine years of industry experience, currently serving as an advisor at Carroll Advisory Group since 2025. His prior roles include positions at Thrivent Investment Management Inc, Thrivent Advisor Network, LLC, and RBC Capital Markets. He volunteers as a participant on Salisbury University’s Financial Planning Advisory Council and holds leadership roles in several religious organizations. Carroll Advisory Group provides comprehensive investment management and financial planning services to individuals, high-net-worth clients, charitable organizations, corporations, and insurance company clients. The firm employs a combination of fundamental and technical analysis to manage diversified portfolios, typically on a discretionary basis, with formal reviews conducted at least annually.

Nicholaus Domachowski is a CFP® with seven years of industry experience, currently advising at Carroll Advisory Group. His prior roles include positions at Strategic Financial Concepts, Allegheny Financial Group, Bank of America, Merrill Lynch, and The Huntington Investment Company. Carroll Advisory Group serves individual and high-net-worth clients, charitable organizations, corporations, and insurance companies, offering comprehensive investment management and financial planning services. The firm primarily manages discretionary, individually allocated portfolios using a combination of fundamental and technical analysis across a diverse range of asset classes.

Bruce Gibson is a financial advisor with VOYA Financial Advisors, Inc., holding Series 63 and Series 65 licenses and 44 years of industry experience. He has been with VOYA Financial Advisors since 2014. Outside of his advisory role, he co-owns and operates a part-time photography business with his wife and works as an independent insurance agent specializing in fixed insurance products. VOYA Financial Advisors, Inc. serves a diverse client base including individuals, retirement plan sponsors, charitable organizations, corporations, and high-net-worth clients. The firm provides financial planning, portfolio management, wrap programs, and plan-sponsor consulting primarily through non-discretionary, recommendation-based relationships.

Joshua Hallmark is a financial advisor with Kestra Advisory in Bowie, TX, holding Series 63 and Series 66 credentials and 12 years of industry experience. His career includes roles at Wells Fargo Clearing, Fidelity Investments, Avantax Investment Services, and Charles Schwab. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients, offering services such as fiduciary consulting, plan design, and employee education. The firm manages approximately $79.8 billion in assets and serves large institutional investors, including sovereign wealth funds.

Kevin Sherman is a financial advisor with Ameriprise in Texarkana, TX, holding Series 63 and Series 66 licenses and seven years of industry experience. His prior roles include positions at Intrua Financial, Intrua Advisory Group, LPL Financial, and TEXAR Federal Credit Union. Outside of his advisory work, Sherman serves on multiple local boards and councils, including the Atlanta City Development Corporation, the City Council of Atlanta, Texas, and the Ark-Tex Council of Governments. Ameriprise provides retirement-income planning services focused on clients approaching or in retirement with substantial investable assets, combining research-driven modeling and tax-efficient strategies delivered through a centralized consulting team. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of large institutional firms.

Joshua Andrus is a financial advisor at Raymond James Financial with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Raymond James since 2018, following 14 years at Edward Jones. Outside of his advisory role, he is president and co-owner of FA Financial Partners LLC and serves as a board member for the Tax Incremental Reinvestment Zone in Texarkana, TX. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm provides tailored, non-discretionary planning and employs analytical tools to support client goals, with specialized offerings in municipal advisory and employer-sponsored retirement plans.

Jason Mc Daniel is a Series 66-credentialed financial advisor with Edward Jones, based in New Boston, TX. He has 13 years of industry experience, having been with Edward Jones since 2012. Outside of his advisory role, he is a 50% owner of The Ritz Downtown LLC, an event venue in De Kalb, TX. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors. The firm offers a range of advisory programs and investment strategies, supported by a large nationwide network of advisors and branch offices.

Perry Brown is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 designations and bringing 30 years of industry experience. He has been with Raymond James & Associates since 2013. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional advisory services.

James Cranford is a financial advisor with Cetera, holding a Series 66 designation and five years of industry experience. He has worked at Cetera and related firms since 2020 and previously spent six years at Red River Insurance. Outside of his advisory work, Cranford serves as a college football official on a part-time basis. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors, offering portfolio management, financial planning, and retirement services to a diverse client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm operates a multi-manager platform that provides various program options and access to third-party money managers, managing over $256 billion in assets through more than 10,000 advisors.

Trina Armstrong is a financial advisor at Edward Jones with Series 66 credentials and eight years of industry experience. Prior to joining Edward Jones in 2018, she worked at Dentons Law Firm for three years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and corporate entities. The firm manages approximately $1.01 trillion in assets under management through a large network of financial advisors and branch offices, offering a range of advisory programs and investment solutions.

Ashton Wilhelm is a financial advisor with Edward Jones in Texarkana, TX, holding a Series 66 credential and one year of industry experience. Prior to joining Edward Jones, he worked at Northwestern Mutual and has also been involved in technical roles supporting event lighting and audio/visual setups at Henderson State University and LightWorks. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions with a nationwide network of over 23,000 advisors.

Beau Baker is a financial advisor at Edward Jones with 10 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2016. 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 under management and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Jess Law II is a financial advisor with LPL Financial, holding a Series 66 designation and seven years of industry experience. He previously worked at Edward Jones for eight years and was involved in an agricultural business, Wateroak Aviation, for nine years. Jess is based in Maud, Texas. 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 through a large network of advisors and utilizes various model portfolios and third-party subadvisors.

Joe Dike is a CFP®, PFS™, and Series 66-licensed financial advisor with 19 years of industry experience. He is currently with Cetera and has held positions at Avantax and Intuit, among others. Outside of his advisory work, he is involved in tax preparation and accounting through his own firm and serves on a local board focused on vision and planning. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that includes affiliated and third-party model portfolios, with assets under management exceeding $256 billion.

Christopher Shipp is a financial advisor at Cetera with 15 years of industry experience. He holds a Series 66 designation and has been with Cetera and its affiliated entities since 2013, previously working at Regions Bank since 2010. Cetera Investment Advisers LLC is an SEC-registered adviser serving a wide range of clients including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers.

Jennifer Bennett is a financial advisor with Raymond James Financial Services Advisors, Inc. She holds a Series 66 designation and has 13 years of industry experience. Her prior work includes over a decade at Edward Jones and a year at Wells Fargo Clearing Services LLC. Outside of Raymond James, she is also associated with FA Financial Partners as a financial advisor. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports both municipal finance work and employer retirement plan advisory services.

Hershel Flanagan is a financial advisor with Raymond James Financial Services Advisors, Inc., holding the ChFC®, Series 63, and Series 66 designations, with 52 years of industry experience. He has been with Raymond James since 2011. Outside of his advisory role, he also serves as an independent contractor for FA Financial Partners LLC, providing client advising and retirement planning services. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individual, high-net-worth, corporate, institutional, and charitable clients. The firm employs tailored, non-discretionary planning and consulting supported by analytical tools and maintains specialized programs including municipal advisory services and SIMPLE IRA employer consulting.

Joseph Black is a financial advisor at Raymond James Financial with 21 years of industry experience. He has worked at Raymond James since 2017 following 13 years at Edward Jones Investments. Outside of his advisory role, he serves on the Wake Village Economic Development Committee. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations. The firm employs tailored, non-discretionary planning and analytical tools to support client goals and is noted for its municipal advisory affiliation and specialized retirement plan consulting services.

Calvin Cordray is a financial advisor with Edward Jones in Texarkana, TX, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. He has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients and managing approximately $1.01 trillion in assets. The firm offers a range of advisory programs and investment solutions, operating under a fiduciary standard and supported by a nationwide network of more than 23,700 advisors and 15,000 branch offices.

Hayden Pierce is a financial advisor at Raymond James Financial in Texarkana, TX, holding a Series 66 designation with one year of industry experience. Prior to joining Raymond James, he held various roles including positions at Union Pacific Railroad and Briggs Construction, as well as periods of self-employment. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm provides tailored, non-discretionary planning using risk profiling and analytical tools, and supports a range of advisory programs and consulting services.

Jonathan Biddy is a financial advisor at Edward Jones with nine years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2016. Outside of his advisory role, he owns oil and gas leases in Hughes Springs, Texas. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.

Joe Byrd Jr. is a financial advisor at Raymond James & Associates with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Raymond James since 2013. Outside of his advisory role, he is involved with Byrd Family Farms LLC, an agricultural business. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base, including individuals, institutional investors, and municipal entities. The firm offers a range of financial planning and consulting services with various portfolio management styles supported by extensive research and affiliated sub-advisers.

Gregory Flanagan is a CFP® with 24 years of industry experience, currently serving at Raymond James Financial. He has been with Raymond James Financial Services Advisors Inc. since 2011 and has managed FA Financial Partners, LLC since 2018. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and consulting using advanced analytical tools and supports a range of advisory programs and institutional consulting services.

Warren Mc Daniel is a Series 66 licensed financial advisor with Edward Jones in New Boston, TX. He has five years of industry experience, including six years with Edward Jones and five years in roles at Texarkana College. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a range of households, corporate clients, and charitable organizations. The firm offers discretionary and non-discretionary investment strategies, tax-efficient services, and operates under a fiduciary standard.

Caden Thompson is a financial advisor at Ameriprise Financial Services with one year of industry experience and holds a Series 66 designation. He has worked at several firms including LPL Financial and Peace Financial LLC. Outside of his advisory role, Thompson is involved with Back Road Country Music LLC and serves at the University of Central Arkansas. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, notable for its Premier Retirement Income service that provides retirement planning advice focused on income sources and tax-aware withdrawal strategies.

Lorie Walling is a financial advisor with Cetera in Texarkana, TX, holding Series 63 and Series 66 designations and nine years of industry experience. She has worked with Cetera Investment Services LLC since 2017 and previously with Regions since 2015. Outside of her advisory role, she co-owns and operates a lawn maintenance company with her spouse. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management, financial planning, and consulting services with varied program structures and access to third-party money managers.

Ricky Boyette Jr. is a financial advisor at Raymond James Financial with 17 years of industry experience. He holds a Series 66 designation and previously worked at Flanagan Financial Group LLC. Outside of his advisory role, he serves as treasurer and scholarship committee member for the Texarkana Area A&M Club and participates on the finance committee of Williams Memorial UMC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, institutions, and nonprofit organizations. The firm uses tailored, non-discretionary consulting with advanced analytical tools and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Gary Klein is a financial advisor with Edward Jones in Texarkana, TX, holding Series 63 and Series 66 registrations and bringing 25 years of industry experience. He has been with Edward Jones since 2000. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment strategies and advisory services through a large network of advisors and branch offices across the United States.

Melford Pierce is a financial advisor with Edward Jones in Texarkana, TX, holding a Series 66 designation and 17 years of industry experience. He has been with Edward Jones since 2008. Outside of his advisory role, he serves as Vice President on the Maud ISD School Board in Maud, TX. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of managed solutions and advisory services supported by a large network of financial advisors and branch offices nationwide.

Steven Seals is a Certified Financial Planner™ professional with eight years of industry experience, currently serving at Edward Jones since 2018. Prior to his financial advisory career, he worked for twelve years at Red River Army Depot. He is a board member of the Maud Economic Development organization in Maud, Texas. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

Dustin Stringer is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 credentials and 25 years of industry experience. He has worked at Raymond James Financial Services Advisors Inc. since 2017 and previously spent six years at LPL Financial. Outside of his advisory work, he serves as president of the Walnut Bayou Hunting Club. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using risk profiling and modeling tools, and it supports municipal and public finance work through a unique municipal advisor affiliation.