Jennifer Flickinger is a financial advisor at tru Independence Asset Management, LLC with 21 years of industry experience. She has worked at tru Independence since 2020 and previously spent 11 years at Umpqua Bank and 10 years at Umpqua Investments, Inc. Flickinger holds the Series 66 designation. tru Independence Asset Management, LLC provides discretionary and non-discretionary investment management, financial planning, and pension consulting to individuals, high-net-worth clients, retirement plans, and institutional clients. The firm manages approximately $336.9 million in assets using a mix of active and passive strategies across various asset classes and employs both digital platforms and third-party sub-advisors to create diversified portfolios.

Susan Mack is a financial advisor with Planmember Securities Corporation, holding a Series 66 designation and 16 years of industry experience. She has been with Planmember since 2015. Outside of her advisory role, Mack co-owns Mermaid Cove Farms, where she sells locally grown fruit, vegetables, and wares, and she has operated Sew What Custom Clothiers as a sole proprietor providing seamstress services since 1989. Planmember Securities Corporation provides retirement-plan advisory services to employers and plan participants, offering fiduciary oversight under ERISA Section 3(38) and participant-level investment options through risk-based mutual fund portfolios. The firm supports plan sponsors and participants with education, personalized planning, and separation counseling, using a strategic asset allocation investment process.

David Nyquist is a financial advisor with LPL Financial based in Corsicana, TX, holding a Series 63 designation and bringing 45 years of industry experience. He has been with Linsco/Private Ledger Corp., now part of LPL Financial, since 1989. Outside of his advisory work, he is a notary public serving business clients. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a broad range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Matthew Ramey is a financial advisor at Fidelity with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Fidelity and its affiliates since 2011. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage and deliver model portfolios across various platforms.

David Taylor is a financial advisor with Raymond James Financial in Corsicana, TX, holding a Series 63 designation and possessing 46 years of industry experience. He has been with Raymond James Financial Services, Inc. since 1985 and Raymond James Financial since 2009. Outside of his advisory role, Taylor is a licensed insurance agent and owner of a CPA firm, David E. Taylor, CPA, PFS. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, pension plans, charitable organizations, and municipal entities. The firm emphasizes non-discretionary financial planning and investment consulting, providing tailored recommendations supported by extensive research and a broad affiliate network.

Cade Cooper is a Series 66 licensed financial advisor with Edward Jones in Corsicana, TX, where he has worked since 2017. He has eight years of industry experience and previously worked at Saipem America and Footloose Dan Studio. Outside of financial advising, he is a partner in Rock Hard Meat Company LLC, a cattle operations and ranch management business. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, managed solutions, and affiliated mutual funds. The firm operates under a fiduciary standard and is notable for its large nationwide network of advisors and branch offices, as well as its affiliated investment and lending capabilities.

John Blackard is a financial advisor with Edward Jones in Corsicana, TX, holding a Series 66 designation and 18 years of industry experience. He has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Steven Collins is a financial advisor with Edward Jones in Corsicana, TX, holding a Series 66 designation and one year of industry experience. Prior to joining Edward Jones in 2024, he spent 17 years at the University of North Texas. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

Hayden Grounds is a financial advisor at Edward Jones with seven years of industry experience. He has been with Edward Jones since 2018, following three years at Guardian Industries. Outside of his advisory role, he coaches CrossFit in Corsicana, TX. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a range of investment strategies and advisory services backed by a large network of over 23,700 financial advisors and $1.01 trillion in assets under management.

Jason Garcia is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds a Series 66 designation and previously worked at Bank of America, N.A. from 2012 to 2025. Outside of his advisory role, he is a co-owner of a family rental property in Waxahachie, Texas. J.P. Morgan Securities provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors.

William Robinson Jr. is a CFP® with 38 years of industry experience, currently serving at LPL Financial since 2022. His prior experience includes over two decades at Maplewood Investments, Inc. and Investment Planning Associates, Inc. He serves on the board of the Navarro Community Foundation, a nonprofit organization based in Corsicana, TX. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm supports a wide range of investment delivery options and combines large-scale advisory operations with various non-advisory product activities.

David Nyquist is a financial advisor with LPL Financial in Corsicana, TX, holding a Series 66 designation and bringing 24 years of industry experience. He has been with Linsco/Private Ledger since 2003. Outside of his advisory role, he is also a notary. LPL Financial offers advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm provides a range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Brandy Harrison is a financial advisor with Raymond James Financial in Corsicana, TX, holding a Series 66 designation and 19 years of industry experience. She has been affiliated with Raymond James Financial Services since 2006 and operates Taylor Harrison Wealth Management since 2009. 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 focuses on non-discretionary investment consulting and financial planning, utilizing asset-allocation analysis and firm research to tailor recommendations and support client decision-making.