Nacogdoches, TX East Austin Office

Debra Floyd is a financial advisor at Uptick Partners, LLC with two years of industry experience. She holds a Series 65 designation and previously worked at Edward Jones for 22 years. Uptick Partners provides wealth management services to individuals, trusts, estates, charitable organizations, corporations, and retirement plans, offering investment management, financial and tax planning, and consulting. The firm employs an asset-allocation approach supplemented by various analytical methods and manages portfolios using discretionary and non-discretionary strategies.

Kyle Hogan is a CFP® professional with 12 years of experience in the financial advisory industry. He currently works at Uptick Partners, LLC and previously held roles at Purshe Kaplan Sterling Investments and Buttonwood Financial Group. Outside of his advisory work, Kyle serves as Vice President of the Urban Core KC Chapter of Business Network International. Uptick Partners provides comprehensive wealth management services to individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs an asset-allocation approach incorporating various analysis methods and offers services including investment management, financial and tax planning, retirement plan consulting, and business exit consulting.

John Sidery is a CFP®-designated financial advisor with 10 years of industry experience. He is currently with Uptick Partners, LLC and previously worked at Legacy Capital Wealth Partners and Charles Schwab. Outside of his advisory role, he is the founder of Olympus Wealth Strategies. Uptick Partners provides wealth management services to individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs an asset-allocation approach informed by Modern Portfolio Theory and supplemented by various analytical methods, offering a range of investment management, financial planning, tax planning, and consulting services.

James Henry is a CFP® professional with 15 years of industry experience. He currently works at Uptick Partners, LLC, where he has been since 2025, and previously spent 14 years at Edward Jones. Uptick Partners provides wealth management services to individuals, trusts, estates, charitable organizations, corporations, and retirement plans, combining investment management with financial and tax planning. The firm employs an asset-allocation approach informed by Modern Portfolio Theory and various analytical methods, and offers a range of portfolio options including separately managed accounts and third-party solutions.

Scott Wykoff is a financial advisor at Uptick Partners, LLC in Nacogdoches, TX, holding Series 65 and Series 66 licenses with four years of industry experience. His prior roles include positions at Edward Jones and Anderson Power Services. Outside of advisory work, he is involved with Power Solutions Unlimited. Uptick Partners provides wealth management services to individuals, trusts, estates, charitable organizations, corporations, and retirement plans, offering investment management, financial planning, tax planning, and consulting. The firm uses an asset-allocation approach based on a derivative of Modern Portfolio Theory, incorporates multiple analytical methods, and offers access to diverse investment options through third-party managers and tools.

Jonathan Dvorak is a CFP® with 16 years of industry experience, currently serving as an advisor at Uptick Partners, LLC. He previously worked at Edward Jones for 14 years before joining Uptick Partners and Dvorak Financial Planning in 2024. Outside of financial advising, he is a partner member of an LLC that owns a rental house in Athens, Alabama. Uptick Partners provides wealth management services to individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers investment management, financial and tax planning, and consulting services, managing portfolios using an asset-allocation approach based on Modern Portfolio Theory and multiple analytical methods.

Paul Meredith is a financial advisor at Uptick Partners, LLC in Nacogdoches, TX. He holds a Series 65 designation and has 12 years of prior experience at Williams / Sequent Energy Management. Meredith joined Uptick Partners in 2026. Uptick Partners provides wealth management services to individuals, trusts, estates, charitable organizations, corporations, and retirement plans, offering investment management, financial and tax planning, retirement plan consulting, and business exit consulting. The firm uses an asset-allocation approach based on a derivative of Modern Portfolio Theory, supplementing it with various analytical methods and employing third-party models and risk assessment tools.

Mitchell Smith is a CFP® with eight years of industry experience. He is currently with Uptick Partners, LLC, where he has worked since 2025, following an eleven-year tenure at Buttonwood Financial Group, LLC. Uptick Partners provides wealth management services to individuals, trusts, estates, charitable organizations, corporations, and retirement plans, offering investment management, financial and tax planning, and retirement plan consulting. The firm employs an asset-allocation investment approach supported by fundamental, technical, and behavioral analysis, and manages portfolios using a variety of custody arrangements and third-party solutions.

Steven Barber is a CFP® with 33 years of experience in the financial services industry. He joined Uptick Partners, LLC in 2023 after a 31-year tenure at Edward Jones. Outside of advisory work, he owns Holistic Tax Solutions, LLC, an accounting and tax preparation firm, and serves as a board member for the Nacogdoches Economic Development Corporation. He is also a co-author of the book *The Bridge Builder Path To Independence*. Uptick Partners provides wealth management to individuals, trusts, estates, charitable organizations, corporations, and retirement plans, incorporating investment management, financial and tax planning, and consulting services. The firm employs a diversified asset-allocation approach supported by various analytical methods and offers access to third-party model marketplaces and alternative investments.

Zulma Petty is a CFP® with nine years of industry experience, currently serving at Uptick Partners, LLC. Her prior experience includes ten years at Edward Jones and positions in higher education institutions. Uptick Partners provides wealth management services to individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs an asset-allocation approach incorporating Modern Portfolio Theory and various analyses, offers tax planning through an affiliated provider, and manages approximately $1.06 billion in assets across more than 1,100 clients.

Jason Barber is a CFP® with 14 years of industry experience, currently serving as a financial advisor at Uptick Partners, LLC. He previously worked at Edward Jones for 12 years before joining Uptick Partners in 2023. He is the owner of Holistic Tax Solutions, LLC, an accounting and tax preparation business, and is a co-author of the book *The Bridge Builder Path To Independence*, aimed at breakaway advisors. Uptick Partners provides wealth management services to individuals, trusts, estates, charitable organizations, corporations, and retirement plans, delivering investment management, financial and tax planning, and retirement and business exit consulting. The firm utilizes a comprehensive asset-allocation approach incorporating multiple analysis methods and employs both discretionary and non-discretionary portfolio management.

Emily Moore is a financial advisor at Uptick Partners, LLC with three years of industry experience. Prior to joining Uptick Partners, she worked at Titleist Capital and Edward Jones. Outside of financial advising, she is co-owner of East Texas Safety Consulting LLC, an occupational and environmental safety business. Uptick Partners provides wealth management services to individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs an asset-allocation approach incorporating various analytical methods and offers services including investment management, financial and tax planning, and retirement plan consulting.

Taylor Pankratz is a CFP® with 10 years of industry experience and is currently with Uptick Partners, LLC. He previously worked at Edward Jones, Clarus Wealth Group, and Raymond James Financial Services. Outside of advising, he owns Holistic Tax Solutions, LLC, an accounting and tax preparation firm, and is a co-author of the book *The Bridge Builder Path To Independence*. Uptick Partners provides wealth management services to individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm uses an asset-allocation approach informed by Modern Portfolio Theory and incorporates various analyses, employing third-party managers and risk-assessment tools while offering tax planning and retirement plan consulting.