Henry Netherland is a financial advisor at Faithful Financial LLC in Orange, TX, with 17 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Edward Jones from 2016 to 2019 before founding his current firm in 2019. Faithful Financial LLC provides discretionary investment management and financial planning primarily to individuals, high-net-worth clients, trusts, and estates. The firm emphasizes biblically responsible investing and employs a combination of fundamental, technical, cyclical, and charting analysis in portfolio construction, maintaining a small client base to deliver personalized wealth management services.

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.

William Monroe III is a financial advisor at CreativeOne Securities, LLC with 26 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at several firms including Cape Investment Advisory, Inc., American Global Wealth Management, Inc., and Gf Investment Services, LLC. Monroe is also a board member of Champion Oaks Ranch, a nonprofit home for at-risk children. CreativeOne Securities, LLC provides financial planning, consulting, and investment management services to individuals, corporate clients, and retirement plans. The firm employs fundamental and cyclical analysis along with model rebalancing and periodic reviews, offering discretionary and non-discretionary portfolio management through various channels including proprietary model portfolios.

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.

Shana Burt is a financial advisor with G. A. Repple & Company in Orange, Texas, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. She has operated her own financial services firms since 2005 and has prior experience with Allstate Insurance Company. Burt is active in her community as a board member of the Port Neches Riverfest and the Port Neches Chamber of Commerce, and she serves as a show host and board member for Financial Issues Stewardship Ministries. G. A. Repple & Company provides investment advisory and financial planning services to individuals, employer-sponsored retirement plans, trusts, estates, and corporate entities. The firm employs a range of analytical approaches to portfolio construction and offers multiple management programs, including ETF-focused and Biblically-Responsible Investing models.

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.

Jennifer Burtsfield is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. She previously worked at Wells Fargo Advisors for 14 years before joining LPL Financial in 2026. Burtsfield is a notary public and co-owner of River Trust Capital Management, LLC, a financial practice based in Orange, Texas. LPL Financial provides advisory and brokerage services to individual investors, retirement plan sponsors, financial institutions, and other clients through a nationwide network of over 21,800 investment adviser representatives. The firm offers a broad range of investment programs and utilizes research, technology, and model portfolios to support its advisors and clients.

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.

Bryan Burtsfield is a financial advisor with LPL Financial in Orange, Texas, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He previously worked for Wells Fargo Advisors for 14 years before joining LPL Financial in 2026. Outside of his advisory role, he co-owns River Trust Capital Management, LLC, where he dedicates significant time. LPL Financial provides advisory and brokerage services to individual investors, retirement plans, banks, credit unions, and other institutions through a network of more than 21,800 investment adviser representatives, offering a broad range of programs and managing over $819 billion in advisory assets.

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.

Peyton Jones is a financial advisor at Edward Jones in Orange, Texas, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked in various roles including positions at Merrill Lynch and the Texas Bullion Exchange. Peyton also has experience in the restaurant industry through Pappas Restaurants and Pappasitos. 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 solutions, supported by a large network of financial advisors and branch offices across the country.

Amanda Hale is a financial advisor at Ameriprise with 25 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at firms including PNC Investments, BBVA Securities, and Compass Bank. Outside of her advisory role, she serves as President of the board for Family Services of Southeast Texas and is a children’s book author. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, written recommendation reports as part of a centralized retirement-income consulting service.

Andrea Smalley is a financial advisor at Fidelity with eight years of industry experience. She holds Series 63 and Series 66 licenses. Prior to her current role, she worked at Edward Jones and USAA. Outside of her advisory work, she owns a TikTok shop selling beauty and pet products. She is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction.

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.

Samuel Watters Jr. is a financial advisor with OSAIC, holding a Series 66 designation and bringing 21 years of industry experience. He has been with OSAIC since 2024 and concurrently maintains a long-term association with Burgoon Company since 2002. Outside of his advisory role, he is involved as a part owner in climate-controlled storage and U-Haul truck rental businesses managed by his wife. OSAIC is a large SEC-registered investment adviser and FINRA member broker-dealer that serves a diverse client base including individuals, retirement plans, corporations, and charitable organizations. The firm employs a technology-driven investment process and offers a wide range of advisory and brokerage services through its extensive network of financial advisors.

Damon Tedford is a Series 66-credentialed financial advisor with 13 years of industry experience. He has been with Edward Jones since 2012. 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 strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

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.

Roger Burman is a financial advisor with OSAIC, holding a Series 66 designation and bringing 26 years of industry experience. He previously worked at Woodbury Financial Services for 22 years before joining OSAIC in 2024. Outside of advisory services, he operates a sole proprietorship selling and servicing traditional fixed insurance products. OSAIC is an SEC-registered investment adviser and FINRA member broker-dealer serving a broad client base, including individual investors, retirement plans, corporations, and charitable organizations. The firm offers a range of advisory and brokerage services supported by technology-driven investment processes and access to multiple custodial platforms.

Samuel Watters is a CFP® with 31 years of experience in the financial industry. He is currently with OSAIC, where he has worked since 2024, following a 22-year tenure at Woodbury Financial Services. Watters serves as a board member of Paper for Water, a nonprofit organization. OSAIC is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base that includes individual investors, pension plans, corporations, and charitable organizations. The firm offers a range of advisory and brokerage services supported by advanced portfolio management tools and access to multiple custodial platforms.

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.

Derek Fountain is a financial advisor at Edward Jones in Orange, TX, holding a Series 66 designation with 18 years of industry experience. He has been with Edward Jones since 2007. 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 network of advisors and branch offices.

Cynthia Mims is a financial advisor at LPL Financial with 28 years of industry experience. She holds Series 63 and Series 65 designations. Her prior roles include positions at Wells Fargo Advisors and Investment Centers of America. LPL Financial provides advisory and brokerage services to individual investors, retirement plan sponsors, and institutions through a nationwide network of over 21,800 investment adviser representatives. The firm offers a broad range of investment programs and manages more than $819 billion in advisory assets.

Tyler Falcon is a financial advisor at Edward Jones with four years of industry experience. He holds the Series 66 designation and has worked at Edward Jones since 2021. Prior to his current role, he spent six years with United Rentals Fluid Solutions. Outside of his advisory work, he serves as Vice President of Peewee for the Bridge City Little League, organizing team rosters and reviewing rules with coaches. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies, alongside affiliated mutual funds and proprietary money market funds, supported by a network of more than 23,000 financial advisors and 15,000 branch offices nationwide.

Cynthia Davis is a Series 66 credentialed financial advisor with six years at Edward Jones and a total of 23 years of industry experience, including a 17-year tenure at Lauren G Brooks & Associates PC. She is based in Orange, Texas. Outside of her advisory work, she is a member of Davis Honey Farm LLC, an apiary business located in Vidor, Texas. 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, offering a range of advisory programs and investment solutions through a nationwide network of financial advisors.

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.

Phillip Saperstein is a financial advisor at Edward Jones with 29 years of industry experience. He holds Series 63 and Series 66 designations and has been with Edward Jones since 1996. Outside of his advisory work, he is also involved in rental property ownership in Orange, Texas. Edward Jones is a full-service wealth management firm serving millions of individual and institutional clients, with a large nationwide network of advisors and a range of advisory and investment management services.

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.

Noah Kincer is a financial advisor at Edward Jones with Series 63 and Series 66 licenses and one year of industry experience. Prior to joining Edward Jones, he worked at C. Doornbos, Inc. and The Home Depot. 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 large network of financial advisors and branch offices, offering a range of advisory strategies and affiliated investment products.

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.