Matt Montgomery

Tom French Jr. is a financial advisor at Grimes & Company with 21 years of industry experience. He holds the Series 66 designation and has worked at Grimes & Company since 2017, following an 11-year tenure at TD Ameritrade. Grimes & Company Wealth Management provides investment management and financial planning services to individuals, business entities, trusts, estates, charitable organizations, pension and profit-sharing plans, and government entities. The firm manages approximately $5.6 billion in assets across a multi-team platform, offering customized investment strategies that include mutual funds, ETFs, individual securities, and alternative structures, along with retirement plan services and sub-advisory arrangements.

Benjamin Burgeson is a financial advisor at Money Concepts Capital Corp with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Grove Point Investments, Grove Point Advisors, and H.Beck, Inc. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting services to individuals, pension plans, trusts, charitable organizations, and corporations. The firm employs a range of managed programs and investment strategies, combining model portfolios, advisor-designed portfolios, and third-party sub-advisers.

Heather Bates is a financial advisor with Eagle Strategies (New York Life) based in Troup, TX, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. Her career includes roles at Paouerhouse Financial Group, Island Wealth Strategies & Insurance Solutions LLC, Bates Wealth Strategies, LLC, Johnson Financial Strategies, LLC, and New York Life Insurance Company. Outside of her advisory work, she serves on the Christus Trinity Mother Frances Foundation Women’s Board and owns a residential cleaning business. Eagle Strategies LLC serves a diverse client base including individuals, employer-sponsored retirement plans, trusts, charitable organizations, and corporate clients by providing financial planning, investment advisory, and retirement plan consulting services. The firm emphasizes client-directed solutions and uses third-party managers and model portfolios rather than firm-controlled discretionary mandates.

Richard Stone Jr. is a financial advisor at Commonwealth Financial Network with 39 years of industry experience. He holds a Series 63 designation and has been with Commonwealth since 2014. Outside of advisory work, he owns gas, oil, and mineral rights in several Texas counties. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and back-office support, including operations, trading, technology, investment management, and compliance, allowing affiliated advisors discretion in portfolio construction alongside managed model portfolios.

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.