Keith Garrett is a financial advisor at Garrett Investment Advisory Services, LLC with 17 years of industry experience. He holds Series 63 and Series 65 designations and has worked in both investment advisory and automotive sales roles, including at the Ohlson Group and Orr Hyundai. Garrett is also the sole owner of Garrett Research LLC, an online financial publication company. Garrett Investment Advisory Services, LLC provides investment supervisory services and individual portfolio management to a small number of clients, including both non–high-net-worth and high-net-worth individuals. The firm develops customized portfolios and emphasizes mutual fund and ETF analysis with ongoing monitoring of holdings and market conditions.

Charles Blaylock is a CFA® charterholder and the principal advisor at Corvum Investment Management with six years of experience in investment management. He is also an Associate Professor of Finance at Texas A&M University - Texarkana, a role he has held for four years. Prior to his current academic position, he worked at Henderson State University for eleven years. Corvum Investment Management provides discretionary investment management and financial planning services to individuals, families, nonprofits, businesses, and financial professionals. The firm employs a tailored approach using exchange-traded funds combined with selective active and quantitative strategies, and it is notable for serving other registered investment advisers and offering flexible fee arrangements.

Koltlon Johnson is a financial advisor at Floyd Capital Management with one year of industry experience. He holds a Series 65 designation and has worked at Floyd Capital Management since 2024. His prior roles include positions at Koch Energy Services, Texas A&M University, and Cheniere Energy, among others. Floyd Capital Management provides discretionary portfolio management to individuals, retirement and profit-sharing plans, trusts, charitable organizations, and business entities. The firm manages client assets primarily through exchange-traded funds and mutual funds, using an asset-allocation, trend-based approach focused on scaling into investments during uptrends and moving to money market funds during downturns.

Yates Floyd is a Series 65-licensed advisor with Floyd Capital Management, where he has worked since 2021. He has prior experience at the University of Texas at Austin from 2015 to 2021. Outside of his advisory role, he is a partner in a family-owned real estate holding company, Yates Group, providing technical support. Floyd Capital Management provides discretionary portfolio management to individuals, retirement and profit-sharing plans, trusts, charitable organizations, and business entities. The firm employs a trend-based, asset-allocation approach primarily using exchange-traded funds and mutual funds, managing over $200 million in client assets.

Benjamin Le Grand is a financial advisor at Floyd Capital Management with one year of industry experience. He holds a Series 65 designation and has prior work experience at Patterson Nissan, Texas A&M University, and Pleasant Grove Independent School District. Floyd Capital Management provides discretionary portfolio management to individuals, retirement and profit-sharing plans, trusts, charitable organizations, and business entities, primarily using exchange-traded funds and mutual funds. The firm employs an asset-allocation, trend-based approach focused on managing risk and opportunity through active portfolio adjustments and provides quarterly performance reviews alongside custodial statements.

Alexander Davis is a CFP® certificant with four years of industry experience. He currently works at Carroll Advisory Group and previously held roles at Strategic Financial Concepts, LLC, and Fidelity Investments. Outside of finance, he has experience running a lawn service business. Carroll Advisory Group serves individual and high-net-worth clients, charitable organizations, corporations, and insurance companies. The firm provides comprehensive investment management and financial planning, using both fundamental and technical analysis to tailor diversified portfolios primarily managed on a discretionary basis.

Devin Carroll is a CFP® professional with 23 years of industry experience. He is currently with Carroll Advisory Group and has previously worked at Cogent Advisory Group LLC and LPL Financial, LLC. Outside of his advisory work, he owns Carroll Media Properties, which produces content focused on Social Security, Medicare, and retirement-related topics. Carroll Advisory Group serves individual and high-net-worth clients, charitable organizations, corporations, and insurance companies. The firm provides comprehensive investment management and financial planning services, employing both fundamental and technical analysis to create diversified, discretionary portfolios tailored to client suitability and tax considerations.

Jeremy Reed is a CFP® professional with eight years of industry experience, currently serving as an advisor at Carroll Advisory Group since 2025. His prior experience includes roles at Thrivent Investment Management Inc., Thrivent Advisor Network, LLC, and RBC Capital Markets, LLC. Reed participates in community and educational activities, including serving on the Financial Planning Advisory Council at Salisbury University and holding volunteer leadership roles in religious organizations. Carroll Advisory Group serves individual and high-net-worth clients, charitable organizations, corporations, and insurance companies. The firm provides comprehensive investment management and financial planning, using both fundamental and technical analysis to offer diversified, discretionary portfolios tailored to client suitability and tax considerations.

Nicholaus Domachowski is a CFP® with seven years of industry experience, currently advising at Carroll Advisory Group. His prior roles include positions at Strategic Financial Concepts, Allegheny Financial Group, Bank of America, Merrill Lynch, and The Huntington Investment Company. Carroll Advisory Group serves individual and high-net-worth clients, charitable organizations, corporations, and insurance companies, offering comprehensive investment management and financial planning services. The firm primarily manages discretionary, individually allocated portfolios using a combination of fundamental and technical analysis across a diverse range of asset classes.

Bunn Fawcett is a financial advisor at AZA Capital Management with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Castleview Partners, Kestra Financial Services, and Nfp Securities. Fawcett serves on the board of directors for the Southwest Arkansas Water District, where he participates in standard board duties and the personnel committee. AZA Capital Management serves individuals, families, financial advisors, institutions, retirement plans, and charitable organizations. The firm employs a tactical, multi-factor asset allocation approach using primarily index-based ETFs and offers customized bond portfolios, derivatives strategies, and comprehensive performance reporting.

James Cobb is a financial advisor with On Investment Management Company, holding Series 63 and Series 65 credentials and 37 years of industry experience. He has been with THE O.N. Equity Sales Company since 1989. Outside of his advisory role, he is involved in selling life and long-term care insurance. On Investment Management Company provides financial planning and investment advisory services to individual investors, charitable organizations, businesses, and retirement plan sponsors. The firm offers a range of advisory programs including fee-based planning, third-party investment options, and managed accounts, serving both discretionary and non-discretionary client relationships.

Sarah Berry is a financial advisor with Wealth Management in Texarkana, TX, holding a Series 65 credential and four years of industry experience. She is also the owner of Sarah Berry, CPA, PLLC, an accounting firm she has operated since 2014. Outside of advising, she is involved in managing a farm, a mini storage facility, and real estate properties through various business entities. Wealth Management Nebraska LLC provides investment advisory and financial planning services to individuals, including high-net-worth clients, as well as to retirement plan sponsors and institutional clients. The firm manages approximately $3.1 billion in assets and employs a modern portfolio theory approach, primarily using passively managed mutual funds and ETFs.

James Cobb is a financial advisor with On Investment Management Company based in Texarkana, TX. He holds Series 63 and Series 66 licenses and has 56 years of industry experience. His career includes long-term roles at THE O.N. Equity Sales Company, The Lincoln National Life Insurance Company, Cobb Insurance Agency, and Ohio National Life Insurance Company. He is also actively involved in selling life and long-term care insurance. On Investment Management Company provides financial planning and investment advisory services to a diverse client base, including individual investors, charitable organizations, businesses, and retirement plan sponsors. The firm offers a range of fee-based planning, third-party investment programs, and managed account options, with both discretionary and non-discretionary account services.

Bruce Gibson is a financial advisor with VOYA Financial Advisors, Inc. He holds Series 63 and Series 65 licenses and has 44 years of industry experience. Prior to joining VOYA in 2014, he co-owns and operates Gibson Photography, a part-time business he has managed since 1992. He is also an independent insurance agent specializing in the sale of fixed insurance products. VOYA Financial Advisors, Inc. provides investment advisory, brokerage, financial planning, and retirement plan services to a diverse client base, including individuals, charitable organizations, corporations, and plan sponsors. The firm offers a range of adviser-led investment programs with both discretionary and non-discretionary options, supported by an extensive affiliate ecosystem and integrated broker-dealer platform.

William Huddleston is a financial advisor with Eagle Strategies (NY Life) based in Texarkana, Arkansas. He holds Series 63 and Series 65 credentials and has 22 years of industry experience. Huddleston has been affiliated with Eagle Strategies since 2008 and operates Magness Financial Group LLC. Outside of his advisory role, he owns and manages a cow/calf cattle ranch. Eagle Strategies LLC provides financial planning, investment advisory, and retirement plan consulting services to individuals, employer-sponsored retirement plans, trusts, charitable organizations, and corporate clients. The firm emphasizes client-directed solutions and utilizes third-party managers and model portfolios, operating as an indirect subsidiary of New York Life.

Kale Magness is a financial advisor with Eagle Strategies (NY Life) in Texarkana, AR, holding Series 63 and Series 65 credentials and over 30 years of industry experience. He has been associated with Eagle Strategies since 2000 and operates Magness Financial Group LLC, focusing on brokering non-registered insurance products. Eagle Strategies LLC provides financial planning, investment advisory, and retirement plan consulting services to individuals, employer-sponsored retirement plans, trusts, charitable organizations, and corporate clients. The firm emphasizes client-directed solutions and the use of third-party managers and model portfolios, managing over $25 billion in regulatory assets.

Paul Magness II is a CFP® professional affiliated with Eagle Strategies (NY Life) and has 18 years of experience in the financial services industry. He has been with Eagle Strategies since 2009 and leads Magness Financial Group LLC, which he founded in 2011. Outside of his advisory work, Magness serves as Chairman of the Board of Elders and Worship Pastor at Heritage Church in Texarkana, Arkansas. Eagle Strategies LLC provides financial planning, investment advisory, and retirement plan consulting services to individuals, employer-sponsored retirement plans, trusts, charitable organizations, and corporate clients. The firm emphasizes client-directed solutions and uses third-party managers and model portfolios, managing over $25 billion in regulatory assets.

Brittney Yeldell is a financial advisor at Edward Jones with a Series 66 designation and three years of industry experience. She previously worked for Pharma Nobis, LLC (formerly Humco Holding Group) for eight years before joining Edward Jones. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a nationwide network of over 23,700 financial advisors and more than 15,000 branch offices.

Kevin Sherman is a financial advisor with Ameriprise in Texarkana, TX, holding Series 63 and Series 66 licenses and seven years of industry experience. His prior roles include positions at Intrua Financial, Intrua Advisory Group, LPL Financial, and TEXAR Federal Credit Union. Outside of his advisory work, Sherman serves on multiple local boards and councils, including the Atlanta City Development Corporation, the City Council of Atlanta, Texas, and the Ark-Tex Council of Governments. Ameriprise provides retirement-income planning services focused on clients approaching or in retirement with substantial investable assets, combining research-driven modeling and tax-efficient strategies delivered through a centralized consulting team. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of large institutional firms.

Joshua Andrus is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 66 licenses and has 21 years of industry experience. Prior to joining Raymond James in 2018, he worked at Edward Jones for 14 years. Outside of his advisory role, he is president of FA Financial Partners LLC and serves as a committee member for the Tax Incremental Reinvestment Zone in Texarkana, TX. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, and institutional entities. The firm provides financial planning and non-discretionary investment consulting, with an emphasis on tailored financial plans and asset allocation, supporting clients through brokerage, advisory accounts, and outside managers.