Mac Hargrove

Debra Nicholas is a financial advisor at &PARTNERS with 27 years of industry experience. She holds a Series 63 designation and has worked previously at Wells Fargo Advisors LLC and Wells Fargo Clearing. &PARTNERS serves a diverse client base including individuals, retirement plans, charitable organizations, foundations, universities, corporations, and private business owners. The firm offers a range of services such as portfolio management, financial and tax planning, estate and trust consulting, and retirement plan education, combining platform technology with proprietary and third-party strategy models to provide both discretionary and non-discretionary management.

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.

Dallas Long is a CFP® professional with 13 years of industry experience, currently serving as a financial advisor at Edward Jones since 2012. He holds the Series 66 designation and is based in Gladewater, TX. Edward Jones is a full-service wealth management firm serving more than 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, operating under a fiduciary standard.

Gregory Mills is a financial advisor with Edward Jones in Quitman, TX, holding Series 63 and Series 66 licenses and 25 years of industry experience. He has been with Edward Jones since 2000. No notable outside activities are reported. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets with a nationwide network of more than 23,700 financial advisors, offering both discretionary and non-discretionary investment strategies under a fiduciary standard.

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.

Lisa Spencer is a financial advisor with Edward Jones in Gladewater, TX, holding a Series 66 designation and 17 years of experience at the firm. Outside of her advisory role, she assists in the care of a special needs child as a personal attendant. Edward Jones is a full-service wealth management firm serving individual and institutional clients through a nationwide network of over 23,000 financial advisors. The firm offers a range of managed strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.