Ben is a CERTIFIED FINANCIAL PLANNER® PROFESSIONAL specializing in helping (pre)retirees preserve their wealth over the long-term. Brenda is the Operations Manager and specializes in making things happen at the firm. Together, we’ve made it our life’s work to help (pre)retirees enjoy and preserve the payoff from their life’s work. We save our clients time, money, and stress as they mitigate retirement risks and answer THE critical retirement income question. We're going beyond the financial industry's traditional framing of "wealth preservation" with a straightforward approach to your retirement income plan and long-term investing.

Micheal Boyter is the sole advisor at BOYTER Financial Services in Flint, Texas, holding Series 63 and Series 65 licenses with 10 years of industry experience. He has operated BOYTER Financial Services since 1995. He is also co-owner of an insurance agency and financial services company. BOYTER Financial Services provides investment advisory and financial planning services to individual investors, couples, custodians, IRA owners, trustees, and small business owners. The firm focuses on capital preservation through model portfolios and manager-driven pooled vehicles, using third-party research to guide asset allocation and portfolio supervision.

Michael Evans is a CFP® professional with 13 years of industry experience, practicing at Legacy Group in Tyler, TX. He has been with Legacy Group since 1987. Evans is also a licensed insurance agent. Legacy Group is an independent firm that provides fee-based financial planning and investor coaching, primarily serving individual clients. The firm refers accounts to an unaffiliated registered investment adviser for portfolio management, using a non-discretionary approach and implementing portfolios through the Matson Fund Platform and Free Market Funds.

Jason Traff is a CFA® charterholder and holds a Series 65 license with 17 years of industry experience. He has been with Bisonwood Financial Management since 2013. Outside of his advisory role, he is involved in angel investing that has led to an ongoing corporate position. Bisonwood Financial Management is an SEC-registered, fee-only investment adviser serving individuals, high-net-worth clients, retirement plans, and trusts. The firm employs an asset allocation approach based on Modern Portfolio Theory, primarily using low-cost ETFs, and maintains discretionary trading authority with strategies that include long-term purchases as well as short-term trading when appropriate.

Planning, not predictions, and products. We help our clients coordinate, simplify, and manage their investment, tax, insurance, healthcare/Medicare, Social Security, and estate planning needs under one roof. After 25 years at Ameriprise, I launched my own independent RIA to provide comprehensive financial planning and wealth management services focusing on advice, not sales or products. We help our clients coordinate, simplify, and manage their investment, tax, insurance, and estate planning needs under one roof. Our typical client is someone who believes that true wealth is having control over their time so they can spend it with the people and activities they love. They prefer to delegate most of their financial matters to a team of trusted professionals who will care for their loved ones after they are gone.

Victor Williams is a financial advisor at Gibson Wealth Advisors, LLC with 25 years of industry experience. He previously worked for American Express Financial Advisors Inc. / Ameriprise Financial for 14 years before joining Gibson Wealth Advisors in 2016. Williams holds Series 63 and Series 65 licenses and is also licensed as an insurance agent in Tyler, TX. Gibson Wealth Advisors, LLC is a fee-only registered investment adviser serving individual and high-net-worth clients, managing approximately 187 households. The firm provides comprehensive financial planning and discretionary investment management using a combination of passive portfolios built with Vanguard funds and active strategies such as rebalancing and tax-loss harvesting.

Joe Wylie is a financial advisor with Dean Wealth Management, LLC, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has worked at Trinity Portfolio Advisors, LLC since 2009. In addition to his advisory role, Joe is a CPA involved in tax return preparation, review, research, and planning. Dean Wealth Management provides investment supervisory services and financial planning primarily to individual households, retirement accounts, trusts, and other entities. The firm employs a mix of discretionary management and periodic consultation, using strategic asset allocation combined with tactical, trend-weighting overlays and multiple analysis methods including technical and fundamental approaches.

Hayden Brown is a financial advisor at Murray Securities, Inc. in Tyler, TX, holding a Series 66 designation. Brown has been with Murray Securities since 2023 and has prior experience in various roles at Tyler Valet and East Texas Supply. Murray Securities provides discretionary portfolio management to individual retail clients, including both high net worth and non-HNW investors, with portfolios primarily invested in stocks, corporate bonds, mutual funds, and ETFs. The firm uses a combination of fundamental and technical analysis, conducts monthly reviews, and implements portfolios on a discretionary basis while allowing clients to impose written restrictions.

Benjamin Dean is a CFP® with 22 years of industry experience and is currently affiliated with Dean Wealth Management, LLC. He has worked at Swords Wealth Management LLC since 2014. Outside of his advisory role, he operates as an independent insurance agent on a limited basis. Dean Wealth Management provides investment supervisory services and financial planning primarily to individual households, retirement accounts, trusts, and other entities. The firm employs a blend of strategic asset allocation and tactical trend-weighting overlays, utilizing various analysis methods and managing several in-house programs that can include leveraged and inverse ETFs to adjust equity exposure based on market trends.

David Breedlove is a ChFC® credentialed advisor at Dean Wealth Management, LLC with 55 years of industry experience. He has worked at Swords Wealth Management and Concorde Asset Management, and has operated Breedlove Insurance & Financial Services since 1969. Outside of his advisory role, he is involved as a managing member and general partner in several private business entities. Dean Wealth Management provides investment supervisory services and financial planning primarily to individual households, including both high-net-worth and non-HNW clients, as well as retirement accounts, trusts, and other entities. The firm uses a combination of strategic asset allocation and tactical, trend-weighting overlays, employing multiple analysis methods and in-house programs that may include leveraged or inverse ETFs and trend-based equity exposure adjustments.

Gary Murray is the sole advisor at Murray Securities, Inc. in Tyler, TX, holding a Series 66 designation and bringing 45 years of industry experience. He has worked at Murray Traff Securities for over four decades. Outside of his advisory work, Mr. Murray is a partner in Breathing Centers of Houston, a pulmonary rehabilitation center. Murray Securities provides discretionary portfolio management primarily for individual retail clients, including both high net worth and non-HNW investors. The firm employs a combination of fundamental and technical analysis, managing approximately $104 million in assets across 62 accounts with tailored strategies focused on growth, income, or a blend of both.

Raymond Cozby is a financial advisor at Gibson Wealth Advisors, LLC in Tyler, Texas, holding a Series 65 designation with nine years of industry experience. He has worked at Gibson Wealth Advisors since 2017 and also serves as managing attorney at R.W. Cozby III, PLLC, providing estate and trust services. Prior to his current roles, he was employed at Southside Bank from 2008 to 2016. Gibson Wealth Advisors, LLC is a fee-only registered investment adviser serving individual and high-net-worth clients with comprehensive financial planning and discretionary investment management. The firm uses a primarily passive, evidence-based investing approach with Vanguard funds, active rebalancing, and tax-loss harvesting, serving approximately 187 households and managing around $164.7 million.

David Traff is a financial advisor at Bisonwood Financial Management in Tyler, TX, holding Series 63 and Series 65 licenses with 20 years of industry experience. He has been with Bisonwood Financial Management since 2006. Outside of his advisory role, a principal at the firm has involvement in angel investing and holds a corporate role stemming from that activity. Bisonwood Financial Management is an SEC-registered, fee-only investment adviser serving individuals, high-net-worth clients, retirement plans, trusts, and other entities. The firm employs a discretionary portfolio management approach based on asset allocation guided by Modern Portfolio Theory, typically using low-cost ETFs and a mix of fundamental and technical analyses.

Mark Henry is a financial advisor at Virtue Wealth Counsel, LLC with 27 years of industry experience. He holds Series 63 and Series 65 designations and has worked at several firms, including Stewardship Advisory Group and United Planners' Financial Services. Outside of his advisory role, he provides stewardship-based charitable gift planning services to Christian churches through his own business, Stewardship Planned Giving. Virtue Wealth Counsel serves individual clients, including high-net-worth households, offering portfolio management and broader financial planning services. The firm integrates investment management with estate and charitable-planning work, including attorney-affiliated stewardship and nonprofit consulting services offered separately from investment advice.

Kylar Gee is a financial advisor at Gibson Wealth Advisors, LLC with five years of industry experience. He holds the Series 66 designation and previously worked at Ameriprise and TD Ameritrade. Gibson Wealth Advisors is a fee-only registered investment adviser serving individual and high-net-worth clients, managing approximately 187 households. The firm employs a modern portfolio theory and evidence-based investing approach, primarily using passive Vanguard funds combined with active rebalancing and tax-loss harvesting.

Travis Wall is a Series 65-licensed financial advisor at Fidelis Wealth Advisors with two years of industry experience. Prior to joining Fidelis Wealth Advisors in 2023, he spent nine years with the Federal Bureau of Investigation. Fidelis Wealth Advisors serves individual and high-net-worth clients, as well as pension and employer-sponsored retirement plans, trusts, charitable organizations, and corporations. The firm provides discretionary and non-discretionary investment management, comprehensive financial planning, retirement-plan advisory and consulting, and customized consulting services, using a tailored asset allocation approach supported by modern portfolio theory and various analytical tools.

Taylor Hodges is a financial advisor with D.H. Hill Advisors, Inc. in Tyler, TX, holding Series 63 and Series 65 designations and 14 years of industry experience. He is also the owner of Inspire Gym United, LLC, a gymnastics business. D.H. Hill Advisors provides financial planning and portfolio management services to individuals, including high-net-worth clients, as well as employer-sponsored retirement plans, foundations, and other institutional clients. The firm offers both discretionary and non-discretionary investment management, utilizing a combination of tactical asset allocation, active and passive strategies, and tax-management techniques.

Jonathan Jetter is a CFP® with 24 years of industry experience, currently serving at Signal Securities, Inc. since 2008. He also has a longstanding affiliation with First Investors Corp. since 2001. Outside of financial advising, he owns and operates Lilly Creek Outfitters, a hunting and fishing outfitter in Tyler, TX, and leads a holding company for future acquisitions. Signal Securities, Inc. provides fee-based asset management and financial planning services to individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm emphasizes risk management through diversification and a consultative process, offering model-based asset allocation programs and separately managed accounts primarily on a non-discretionary basis.

Mason Hurt is an advisor with Signal Securities, Inc. in Tyler, TX, holding a Series 66 designation. He has less than one year of industry experience and has previously worked with Jonathan Jetter CFP (R), LLC, and Intentional Living Planning. Signal Securities, Inc. provides fee-based asset management and financial planning to individuals, pension plans, charitable organizations, and corporations. The firm emphasizes risk management through diversification and a consultative process to recommend model portfolios or tailored investments, primarily implementing recommendations with client consent and focusing on long-term asset allocation and periodic rebalancing.

Douglas Bolles is a financial advisor at WorthPointe with six years of industry experience. He holds a Series 65 designation and previously worked at Southside Bank for 18 years before joining WorthPointe in 2019. WorthPointe offers discretionary portfolio management and financial consulting services to individuals, high-net-worth clients, corporations, and retirement plans. The firm employs an investment approach based on Modern Portfolio Theory, utilizing diversified model portfolios primarily composed of mutual funds and ETFs.