Ian James is a financial advisor with Global Assets Advisory, LLC, holding a Series 63 designation and 30 years of industry experience. His work history includes roles at International Assets Investment Management, LLC, Investacorp Advisory Services, and Capital Financial Group. Outside of advising, he is a contributing book author and a silent partner/owner of a restaurant and bar. Global Assets Advisory, LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, retirement plans, charitable organizations, and businesses. The firm offers discretionary and non-discretionary portfolio management through a network of independent advisors, emphasizing a long-term investment approach while allowing tactical strategies aligned with client objectives.

John Darwin is a financial advisor at Tucker Asset Management LLC with three years of industry experience. He holds a Series 65 designation and has been involved with Darwin Select Financial and Merit Advisory Partners since 2018. Tucker Asset Management serves individual and high-net-worth clients, as well as foundations, trusts, estates, and charitable organizations, offering discretionary investment management, model-portfolio solutions, financial planning, retirement plan advisory, and consulting. The firm uses a top-down, macroeconomic asset-allocation approach and incorporates a range of strategies including growth and fixed income, direct indexing, alternative investments, and private or non-liquid alternatives.

Timothy Romero is a financial advisor at IAMS Wealth Management, LLC with eight years of industry experience. He holds a Series 65 designation and has been with IAMS Wealth Management since 2017. In addition, he is the president and owner of Romero Retirement Strategies, a separate business focusing on life and health insurance and annuities. He also provides outsourced estate planning software services through Legacy Lock. IAMS Wealth Management offers investment advisory and financial planning services to individuals, retirement plans, trusts, estates, corporations, and charitable organizations. The firm primarily delivers discretionary portfolio management using proprietary and third-party model portfolios, applying an asset-allocation approach across various asset classes.

Jadon Ellender is a Series 66–licensed financial advisor with Edward Jones in Nederland, TX, where he has worked since 2015. He has 10 years of industry experience. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, including discretionary and non-discretionary wrap fee options, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

Catherine Griffin is a Series 66-licensed financial advisor with Edward Jones, currently based in Nederland, TX. She has seven years of industry experience, including prior roles at Merrill Lynch, Bank of America, and Massachusetts Mutual Life Insurance. Griffin’s background also includes work in education with independent school districts. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies supported by a nationwide network of over 23,700 financial advisors and operates under a fiduciary standard.

Olin Clotiaux is a financial advisor with Edward Jones in Port Neches, TX, holding Series 63 and Series 65 licenses and having 16 years of industry experience. He has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies and affiliated financial products through a nationwide network of more than 23,000 advisors.

Jennifer Whitehead is a financial advisor at Edward Jones in Port Arthur, TX, with 12 years of industry experience. She holds Series 63 and Series 66 designations and has been with Edward Jones since 2014. Whitehead serves on the Board of Directors for the Samaritan Counseling Center of Southeast Texas. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Karen Collier is a financial advisor at Edward Jones with 15 years of industry experience. She holds the Series 63 and Series 66 designations and has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of more than 23,700 financial advisors. The firm manages approximately $1.01 trillion in assets under management and provides services under a fiduciary standard.

Connor Manuel is a financial advisor at Edward Jones with Series 66 credentials and one year of industry experience. Prior to joining Edward Jones, he worked at Power Home Remodeling LLC and had roles at Hays City Store and Gruene River Grill. 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 and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Trenton Scott is a financial advisor at Edward Jones in Port Arthur, TX, with 10 years of industry experience. He holds the Series 66 credential and has been with Edward Jones since 2015. Outside of his advisory role, he established Crawfish to Go LLC, a crawfish delivery business, although the venture has not yet been active. 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 investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Morgan Endicott is a financial advisor at J.P. Morgan Securities with Series 63 and Series 66 credentials and four years of industry experience. Prior to joining J.P. Morgan Securities in 2021, he worked at JPMorgan Chase Bank, N.A. since 2018 and held positions at First Convenience Bank and JC Penney. J.P. Morgan Securities LLC provides institutional consulting services to 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. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Robert Jones is a Series 66 licensed financial advisor with Edward Jones in Port Arthur, TX. He has one year of industry experience and previously served as a part-time pastor at Calvary Baptist Church for 15 years. Outside of his advisory role, he continues to work as a part-time minister. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a nationwide network of financial advisors and branch offices.

James Walling Jr. is a financial advisor with Edward Jones in Port Neches, TX, holding Series 63 and Series 66 designations and 24 years of industry experience. He has been with Edward Jones since 2001. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies, and managing approximately $1.01 trillion in assets through a nationwide network of advisors and branch offices.

Mackenzie La Haye is a financial advisor at Edward Jones with seven years of industry experience. She holds a Series 66 designation and has worked at Edward Jones since 2018. Her prior experience includes roles at FB Taylor Insurance and Wells Fargo Bank. 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 discretionary and non-discretionary investment strategies, as well as affiliated mutual funds and proprietary money market funds.

Stephen Fleming is a financial advisor with Edward Jones in Port Arthur, TX, holding Series 63 and Series 66 licenses and having 21 years of industry experience. He has been with Edward Jones since 2004. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management, supported by a nationwide network of nearly 24,000 financial advisors and over 15,000 branch offices. The firm offers a range of discretionary and non-discretionary investment strategies, affiliated mutual funds, and fiduciary advisory services.

Sal Guerrero is a financial advisor with LPL Financial in Beaumont, TX, holding Series 63 and Series 66 licenses and having 24 years of industry experience. He has worked at LPL Financial since 2022 and has been with CUNA Mutual Life Insurance Society and Cuna Brokerage Services, Inc. since 2003. Guerrero also serves as Vice President of Wealth Management at Education First Credit Union. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and delivers services through a large network of investment adviser representatives.

Deborah Spittler is a financial advisor at Edward Jones with 23 years of industry experience. She holds the Series 63 and Series 66 credentials and has been with Edward Jones since 1997. 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 and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Devin Harley is a Series 66–licensed financial advisor with Edward Jones in Port Neches, Texas, where he has worked since 2011, totaling 14 years of industry experience. He has been with Edward Jones throughout his career. 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 discretionary and non-discretionary investment strategies, including separately managed accounts and affiliated mutual funds, operating under a fiduciary standard.

Kent Manuel is a financial advisor with Edward Jones in Groves, TX, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Edward Jones since 1993. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm supports over 23,000 advisors and manages approximately $1.01 trillion in assets.

Clovis Van Houten is a financial advisor at Cambridge Investment Research Advisors with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at LPL Financial, Summit Brokerage Services, and Securities America. Outside of his advisory role, he is an insurance agent specializing in Medicare choices and owns Bridgeway Financial Services. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, and charitable organizations through a network of independent financial professionals. The firm offers financial planning, portfolio management, and retirement plan advisory services using various account platforms and third-party strategists.

Carl Wolford is a financial advisor with Edward Jones in Port Neches, TX, holding a Series 63 designation and 33 years of industry experience. He has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

Pinkee Harley is a Series 66-credentialed financial advisor with Edward Jones in Port Neches, Texas, bringing five years of industry experience. Prior to joining Edward Jones in 2020, Ms. Harley worked at Texas State University System, UT Physicians, and the University of Texas Medical Branch. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, and operates under a fiduciary standard.

Taylor Perkins is a CFP® certificant with 10 years of industry experience, currently serving as a financial advisor at Edward Jones since 2015. He operates out of Bridge City, TX. Outside of his advisory role, Perkins maintains a YouTube channel where he reviews boats and hunting products, a hobby he began in college. Edward Jones is a full-service wealth management firm that serves a broad client base including individual, institutional, and charitable clients. The firm manages over $1 trillion in assets and offers a range of advisory programs with discretionary and non-discretionary strategies, tax-efficient services, and affiliated investment products.

Kirk Ellender is a financial advisor with Edward Jones in Nederland, TX, holding Series 63 and Series 65 credentials and 26 years of industry experience. He has been with Edward Jones since 2004. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Joseph Arisco is a financial advisor at Primerica Advisors with 31 years of industry experience. He holds Series 63 and Series 66 designations and has been with Primerica since 2016. Outside of his advisory role, he has teaching experience at Lamar State College Port Arthur and Port Arthur I.S.D. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, which offers model-delivery strategies and a limited number of discretionary separately managed account options to individual and high-net-worth clients. The firm uses a tiered wrap-fee structure and curates third-party asset managers while delegating trading responsibilities to BNY Mellon Advisors.