Leslie Jane Herndon

Catrina Beauchamp is a financial advisor with TLG Advisors, Inc. in Kingwood, TX, holding a Series 65 designation and five years of industry experience. Her prior roles include positions at Boulevard Family Wealth and MAS Advisors LLC. She is also president of Bobcat Business Ventures, a company focused on educating advisors and clients about life insurance. TLG Advisors serves a diverse client base including individuals, high-net-worth clients, trusts, and institutional investors, offering portfolio management, financial planning, and fiduciary services. The firm’s investment approach emphasizes manager selection and monitoring, utilizing fundamental analysis and Modern Portfolio Theory to construct diversified portfolios.

John Herndon is a CFP®-designated financial advisor with eight years of industry experience. He is currently with Edward Jones in Dayton, TX, having previously worked at Fidelity Brokerage Services, Invesco Investment Services, and held other roles including a position at Anheuser-Busche InBev. Edward Jones serves more than four million individual and institutional clients, offering a wide range of wealth management services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and maintains one of the largest retail advisor networks in its category.

Kyle Reynolds is a financial advisor at Cetera with a Series 66 designation and one year of industry experience. Prior to joining Cetera, he worked at The Home Depot and has experience in education at Texas A&M University and the Tarkington School System. Cetera Investment Advisers LLC serves a wide range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers portfolio management, financial planning, and access to various third-party managers through a multi-manager platform with both discretionary and non-discretionary options.

Moria Bailey is a CFP® and holds a Series 66 license, serving as a financial advisor with Edward Jones in Humble, TX. She has seven years of industry experience and has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of financial advisors and offers a range of discretionary and non-discretionary investment strategies.

Lance Lawrence is a financial advisor with Edward Jones in Humble, TX, holding the ChFC®, Series 66, and Series 63 designations, and has 12 years of industry experience. He has been with Edward Jones since 2015. Outside of his advisory role, he serves as a trustee and secretary on the Liberty Independent School District board. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies and affiliated offerings, operating under a fiduciary standard and managing approximately $1.01 trillion in assets.

Christopher D'camp is a financial advisor at Edward Jones with eight years of industry experience. He has been with Edward Jones since 2018 and previously worked at Walgreens for 19 years. Christopher holds the Series 66 designation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.