Chotsie Skinner Bickerstaff

Gary Dannar is the sole advisor at Tubreauxs Wealth & Legacy Solutions in Jasper, TX, with 27 years of industry experience. He holds Series 63 and Series 65 registrations and has worked at MoneyBlock and TradingBlock. Outside of financial advising, he oversees Tubreauxs Signs, a sign design and fabrication business. Tubreauxs Wealth & Legacy Solutions provides fee-based investment management and financial planning primarily to individual clients, including both high-net-worth and non-high-net-worth households. The firm offers tailored investment strategies using fundamental and technical analysis, managing approximately $12.6 million in assets with discretionary portfolio services and regular account reviews.

Stephanie Acosta is a financial advisor at Dominion Portfolio Management, Inc. with seven years of industry experience. She holds a Series 66 designation and has worked at Dominion Portfolio Management since 2020. In addition to her advisory role, she is a licensed insurance agent and has been involved in mortgage lending activities serving clients who have difficulty obtaining conventional loans. Dominion Portfolio Management, Inc. provides fee-based portfolio management services to individuals, high-net-worth clients, and businesses, utilizing fundamental, technical, charting, and economic analysis. The firm offers both discretionary and non-discretionary management primarily through long-term trading and periodic rebalancing, with tailored investment strategies based on clients’ goals, time horizons, and risk tolerances.

James Hughes Jr. is a financial advisor at Dominion Portfolio Management, Inc. with 28 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Dominion Portfolio Management since 2017. In addition to his advisory role, Hughes is the owner and operator of Texas Financial Center, where he has been involved in life and health insurance sales since 1997, and he is also a minority owner of Timberlake Insurance Group, which specializes in property and casualty insurance. Dominion Portfolio Management provides fee-based portfolio management services to individuals, high-net-worth clients, and businesses, offering both discretionary and non-discretionary account management focused primarily on individual securities, ETFs, and mutual funds. The firm employs a variety of analytical approaches and emphasizes ongoing monitoring and account aggregation as part of its investment process.

Danny Bickerstaff Jr. is a Series 65-licensed advisor with Capital Investment Advisory Services, LLC and has been in the financial industry since 2025. He is also CEO and co-owner of several businesses including Retirement Education Partners, which focuses on insurance and annuity sales, and Senior Benefits Advisors, specializing in insurance and Medicare sales. Additionally, he serves as president of Bickerstaff Holdings, LLC, overseeing subsidiary companies. Capital Investment Advisory Services, LLC provides investment advisory and supervisory services to individuals, retirement plans, corporations, trusts, estates, and charitable organizations. The firm offers a range of services including separately managed accounts, referrals to third-party managers, private-label model portfolios, and financial planning, using an individualized process with ongoing monitoring and multiple analytical methods.

Erin Woods is a financial advisor at CreativeOne Securities, LLC with the PFS™ designation and six years of industry experience. Prior to joining CreativeOne Securities, Erin worked at Advanced Financial Services and Axley Rode LLP. CreativeOne Securities is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and business entities through a network of 127 advisors. The firm offers financial planning, consulting, portfolio management, retirement-plan fiduciary services, and access to third-party manager programs and a proprietary advisory platform.

James Jeansonne is a CFP® professional with 17 years of experience in financial advisory services. He has worked at AE Wealth Management, LLC since 2018 and previously spent eight years with Global Financial Private Capital, LLC. Outside of his advisory work, he owns and operates a cattle farm. AE Wealth Management, LLC is an SEC-registered firm serving a diverse client base, including individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm employs a platform-centered approach that integrates models managed internally, by third-party strategists, and by advisor-managed models, offering a range of investment and planning services.