Debra Dominy

Matt Montgomery is the sole advisor and owner of his independent firm, Matt Montgomery, based in Jacksonville, Texas. He holds the ChFC® and Series 63 designations and has 40 years of industry experience, including over three decades at Royal Alliance Associates, Inc. Outside of his advisory work, he serves as chairman of the board for a nonprofit focused on international ministries and acts as treasurer for a local church. Matt Montgomery provides discretionary portfolio management, financial planning, and access to advisor-managed model portfolios for individuals, small businesses, and retirement plans. His firm utilizes both fundamental and technical analysis, supported by third-party research and portfolio optimization tools, to manage accounts with a focus on risk tolerance and regular performance reviews.

Sherry Richards is a financial advisor with UBS Financial Services, holding a Series 66 license and 17 years of industry experience. Her prior work includes positions at Charles Schwab, Wells Fargo Clearing Services, JPMorgan Chase Bank, and Raymond James Financial Services. Outside of her advisory role, she co-owns a personal farm and serves on the board of directors for Bread of Life Community Church in Reklaw, Texas. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining proprietary research and model-based asset allocations to tailor financial plans. The firm offers a broad range of capital markets services and maintains both fiduciary and broker-dealer roles.

Taylor Gray is a Series 66 licensed financial advisor with Edward Jones in Rusk, TX, and has two years of industry experience. Prior to joining Edward Jones, he held positions at AEP Swepco, Datamax, and Hospice Source. Edward Jones is a full-service wealth management firm serving over 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, supported by a nationwide network of more than 23,700 financial advisors.