Clarke Baker

Daniel Weinbaum is the principal advisor at Spindletop Commonwealth Advisors LLC in Beaumont, TX, holding Series 63 and Series 65 licenses with 24 years of industry experience. He has led Spindletop Commonwealth Advisors since 2008. Outside of his advisory role, he is a general partner and minority owner of Weinbaum Building LLP, a family real estate investment partnership. Spindletop Commonwealth Advisors serves individuals, trusts, and estates with investment supervisory services and integrated planning for estate, retirement, college, and tax management. The firm employs a dynamic asset allocation approach across multiple asset classes and utilizes active strategies tailored to each client’s objectives, supporting customized client relationships.

Ronald Roccaforte is the sole advisor at R & R Financial Services, LLC in Lumberton, TX, holding a Series 63 designation and bringing 37 years of industry experience. He has worked at Dominion Investor Services, Inc. from 1997 to 2017 and founded R & R Financial Services in 2008. Additionally, he serves as an independent insurance agent, advising on life, health, disability, fixed annuities, and long-term care insurance. R & R Financial Services serves individuals, families, small business owners, trusts, IRAs, and select nonprofit organizations with fee-based discretionary investment management and financial planning. The firm employs customized asset-allocation models diversified across various asset classes and provides estate planning and insurance services, including work with charitable organizations.

Malcolm Cain is a financial advisor with Asset Growth Associates Wealth Advisors, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. His career includes roles at Cetera in various capacities totaling over nine years, as well as prior experience with firms such as Citizens National Bank, TD Ameritrade, and Chase Investment Services. Outside of advising, he is involved as a co-owner of a real estate business and a partner in a real estate rehabilitation venture. Asset Growth Associates Wealth Advisors is an independent, state-registered firm managing approximately $14.2 million for individual and high-net-worth clients. The firm offers discretionary portfolio management using a variety of investment strategies and integrates insurance products into its service model through licensed professionals affiliated with the firm.

Jeffrey Lewis is a financial advisor with Asset Growth Associates Wealth Advisors in Beaumont, TX, holding a Series 65 designation and five years of industry experience. He has worked with Texas Registered Financial Consultants, PLLC since 2020 and has been affiliated with Physicians Mutual Insurance Co since 2015. In addition to advisory services, he acts as an insurance agent offering Medicare supplement, health, fixed annuities, and life insurance products. Asset Growth Associates Wealth Advisors provides discretionary portfolio management and financial planning primarily for individual and higher-net-worth clients. The firm employs a combination of fundamental, technical, cyclical, and quantitative analysis, utilizing various investment strategies including options and third-party managers.

Erik Morgan is a financial advisor at Retirement Financial Group, LLC with eight years of industry experience. He holds a Series 65 credential and previously worked at AE Wealth Management, LLC. Outside of his advisory role, he co-owns a direct sales skin care business with his spouse. Retirement Financial Group, LLC provides investment advisory and consulting services to individuals, retirement plans, trusts, and other entities. The firm typically uses model portfolios managed by third-party sub-advisers and offers a range of services including retirement, tax, insurance, and estate analyses, portfolio management, and rollover guidance.

Katelynn Reese is a financial advisor at Retirement Financial Group, LLC with a Series 65 designation and four years of experience in the industry. Prior to joining the firm, she served in the US Army from 2012 to 2019. Retirement Financial Group manages approximately $153 million in client assets through a three-advisor team, serving individuals, trusts, estates, pension and profit-sharing plans, and other entities. The firm provides discretionary portfolio management along with consulting and financial planning services, tailoring investment advice to clients’ objectives and risk tolerance.