Heather Bates

Micheal Boyter is the sole advisor at BOYTER Financial Services in Flint, Texas, holding Series 63 and Series 65 licenses with 10 years of industry experience. He has operated BOYTER Financial Services since 1995. He is also co-owner of an insurance agency and financial services company. BOYTER Financial Services provides investment advisory and financial planning services to individual investors, couples, custodians, IRA owners, trustees, and small business owners. The firm focuses on capital preservation through model portfolios and manager-driven pooled vehicles, using third-party research to guide asset allocation and portfolio supervision.

Michael Evans is a CFP® professional with 13 years of industry experience, practicing at Legacy Group in Tyler, TX. He has been with Legacy Group since 1987. Evans is also a licensed insurance agent. Legacy Group is an independent firm that provides fee-based financial planning and investor coaching, primarily serving individual clients. The firm refers accounts to an unaffiliated registered investment adviser for portfolio management, using a non-discretionary approach and implementing portfolios through the Matson Fund Platform and Free Market Funds.

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.

Jason Traff is a CFA® charterholder and holds a Series 65 license with 17 years of industry experience. He has been with Bisonwood Financial Management since 2013. Outside of his advisory role, he is involved in angel investing that has led to an ongoing corporate position. Bisonwood Financial Management is an SEC-registered, fee-only investment adviser serving individuals, high-net-worth clients, retirement plans, and trusts. The firm employs an asset allocation approach based on Modern Portfolio Theory, primarily using low-cost ETFs, and maintains discretionary trading authority with strategies that include long-term purchases as well as short-term trading when appropriate.

Hayden Brown is a financial advisor at Murray Securities, Inc. in Tyler, TX, holding a Series 66 designation. Brown has been with Murray Securities since 2023 and has prior experience in various roles at Tyler Valet and East Texas Supply. Murray Securities provides discretionary portfolio management to individual retail clients, including both high net worth and non-HNW investors, with portfolios primarily invested in stocks, corporate bonds, mutual funds, and ETFs. The firm uses a combination of fundamental and technical analysis, conducts monthly reviews, and implements portfolios on a discretionary basis while allowing clients to impose written restrictions.

Gary Murray is the sole advisor at Murray Securities, Inc. in Tyler, TX, holding a Series 66 designation and bringing 45 years of industry experience. He has worked at Murray Traff Securities for over four decades. Outside of his advisory work, Mr. Murray is a partner in Breathing Centers of Houston, a pulmonary rehabilitation center. Murray Securities provides discretionary portfolio management primarily for individual retail clients, including both high net worth and non-HNW investors. The firm employs a combination of fundamental and technical analysis, managing approximately $104 million in assets across 62 accounts with tailored strategies focused on growth, income, or a blend of both.