John Pullen

Victoria Ward is a CFP® with eight years of industry experience, operating as the sole advisor at Financial Lifestyle Management in Greenville, TX. She has been with FLM Financial Lifestyle Management LLC since 2003. Financial Lifestyle Management is an independent, fee-only firm serving individuals, families, trusts, estates, business entities, and charitable organizations. The firm provides fiduciary financial planning and discretionary portfolio management, combining active and passive strategies with an emphasis on tax-aware implementation and support for charitable distributions.

Trey Turner is a financial advisor at Hackberry Capital Management with eight years of industry experience. He holds a Series 65 designation and maintains full-time employment as a design engineer at L3 Technologies. Hackberry Capital Management provides discretionary portfolio management primarily to individual investors, including high-net-worth individuals, as well as corporations and other businesses. The firm employs a concentrated global value investing approach, focusing on long-term appreciation without using leverage.

John Riley is a financial advisor at Cornerstone Investment Services with a Series 65 designation and one year of experience at the firm. His prior work includes roles in risk management, automotive sales, and various self-employed positions. Cornerstone Investment Services provides investment supervisory and consulting services to individuals, high-net-worth clients, and pension plans, utilizing both discretionary and non-discretionary portfolio management. The firm employs a combination of fundamental, technical, and cyclical analysis with strategies including ETFs and options writing, and manages accounts within a wrap fee program executed through Charles Schwab Advisor Services.

Jonathan Frazier is a financial advisor at Blue Monarch Financial Inc. with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Osaic Wealth, Sage Point Financial, Royal Alliance Associates, Woodbury Financial, and FSC Securities. Blue Monarch Financial Inc. provides investment advisory and financial planning services to individual and high-net-worth clients, managing approximately $9.4 million across about 49 client relationships. The firm offers tailored portfolio management through both discretionary and non-discretionary accounts, utilizing various strategies and working with third-party sub-advisors and custodians such as Charles Schwab and Fidelity.

Kathryn Ridge is a financial advisor with First Advisors National, LLC in Greenville, TX, holding a Series 65 designation and eight years of industry experience. She has worked at Ridgeway Insurance since 2016. Outside of advisory work, she is involved with 401katy, LLC. First Advisors National manages discretionary assets for individual clients, including high-net-worth households, offering investment management, third-party portfolio recommendations, and retirement plan consulting. The firm emphasizes selecting and monitoring third-party money managers and supplements its approach with fundamental analysis of individual securities.

Andrew Garner is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Edward Jones since 2017. Prior to joining Edward Jones, he worked at Moore Supply Company from 2015 to 2017. Edward Jones is a full-service wealth management firm serving more than four million 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.