Michael Ream

Laura Dawson is a CFP® with 22 years of industry experience, currently serving as an advisor at Berthel Fisher & Company Financial Services, Inc. since 2007. Her background includes ownership and management roles in cattle farming, commodities trading, and insurance businesses. Berthel Fisher & Company Financial Services, Inc. provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, and institutional clients, offering a range of asset management platforms and portfolio construction options through approximately 100 independent investment adviser representatives.

Nathan Crouch is a financial advisor with BFC Planning, Inc., holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. He has worked at BFC Planning since 2019 and Berthel Fisher & Company Financial Services, Inc. since 2016. Prior to his advisory career, he spent 14 years with Pizza Inn. Outside of his advisory roles, he is involved as an insurance agent overseeing office and account activities. BFC Planning, Inc. serves a diverse client base including individuals, corporations, banks, pension and profit-sharing plans, trusts, and estates through a network of approximately 200 investment adviser representatives. The firm offers a range of financial planning and portfolio management services, employing various investment platforms and strategies while excluding advice on futures, hedge funds, and digital assets.

Jeffery Kesting is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. His prior work includes roles at Cetera Advisor Networks, Cambridge Investment Research Advisors, and Girard Securities. Outside of his advisory work, he is involved in managing season ticket sales for sporting events. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser serving individuals, charities, corporations, and plan sponsors. The firm offers a range of brokerage, portfolio management, financial planning, and retirement services through a national network of advisors, utilizing multiple advisory platforms and third-party asset managers.

Chettamra Alexander is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 designations and bringing 18 years of industry experience. He has been affiliated with Raymond James since 2007 and also serves as a branch manager at Alliance Bank in Sulphur Springs, TX. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth and non-high-net-worth clients, pension and profit-sharing plans, charitable organizations, corporations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, emphasizing tailored recommendations and supporting clients through a range of brokerage and advisory solutions.

Reagan Lowrance is a CFP® and holds a Series 66 license, currently with Raymond James Financial in Sulphur Springs, TX. He has one year of industry experience and has been associated with Raymond James Financial Services, Inc. and Rising Wealth Management, LLC since 2023. Prior to his financial services career, he attended Texas Tech University from 2016 to 2021. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth and non-HNW clients, pension and profit-sharing plans, charitable organizations, corporations, and government entities. The firm focuses on non-discretionary financial planning and investment consulting, leveraging extensive research and a broad affiliate network to support its advisory services.

Troy Lopez is a financial advisor at Raymond James Financial with one year of industry experience. He holds a Series 66 designation and previously worked at City National Bank of Sulphur Springs for 18 years. Outside of his advisory role, Lopez is involved in a custom hay baling operation with his family. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm offers financial planning and non-discretionary investment consulting through various programs, emphasizing tailored financial plans developed via detailed client interviews and risk assessments.