Debra Nicholas

Justin Lakin is a financial advisor with Eagle Strategies (NY Life) and holds Series 63 and Series 65 licenses. He has nine years of industry experience, including roles at Nylife Securities LLC and New York Life Insurance Company. Outside of his advisory work, he is a partner in a yak-raising venture focused on meat production and consults on financial services business operations and training. Eagle Strategies LLC provides financial planning, investment advisory, and retirement plan consulting services to individuals, employer-sponsored retirement plans, trusts, charitable organizations, and corporate clients. The firm emphasizes client-directed solutions and utilizes third-party managers and model portfolios rather than firm-controlled discretionary mandates.

Matthew Diaz is a financial advisor with Eagle Strategies (New York Life) who holds Series 63 and Series 65 licenses and has 10 years of industry experience. He has worked with New York Life Insurance Company and related entities since 2015 and currently operates Silas Parker & Associates LLC. Outside of finance, Diaz has been teaching martial arts to youth and adults through Diaz Martial Arts for over 25 years. Eagle Strategies LLC provides financial planning, investment advisory, and retirement plan consulting services to individuals, employer-sponsored plans, trusts, charitable organizations, and corporate clients. The firm emphasizes client-directed solutions and uses third-party managers and model portfolios rather than discretionary mandates.

Mac Hargrove is a CFP® with 30 years of industry experience, currently serving as a financial advisor at Raymond James & Associates since 2016. Prior to this, he worked at Deutsche Bank Securities for nine years. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm also offers institutional consulting and sponsors wrap fee advisory programs.

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.

Michael Oxsheer is a financial advisor with Edward Jones in Longview, TX, holding Series 63 and Series 66 licenses and having 12 years of industry experience. He has been with Edward Jones since 2013. Outside of his advisory role, he is involved in timber sales in Garrison, TX. 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 advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Jeffrey Murry is a CFP®-certified financial advisor with 16 years of industry experience, currently affiliated with Avantax Planning Partners, Inc. He has previously worked with multiple Cetera entities and 1st Global Capital Corp. Outside of his advisory role, he holds a one-third ownership in Murry Investments LLC. Avantax Planning Partners, Inc. provides investment advice and planning services primarily to individuals, pension and profit-sharing plans, charitable organizations, and businesses through collaboration with independent CPA firms and registered advisor representatives. The firm employs model-based style allocation strategies and discretionary portfolio management, supported by an Investment Advisory Committee and centralized trading through designated custodians.