Jeffrey Shoemaker is a financial advisor with Edward Jones in Lake Jackson, TX, holding Series 63 and Series 66 licenses. He has 23 years of industry experience and has been with Edward Jones since 2002. 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 strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Hugh Stangeland is a financial advisor at Edward Jones in Lake Jackson, TX, holding a Series 66 credential with 12 years of industry experience. Prior to joining Edward Jones in 2019, he worked at Neuberger Berman and Lord Abbett Distributor LLC. 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 and a nationwide network of more than 23,700 advisors. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Dewayne Gerber is a financial advisor with LPL Financial based in Lake Jackson, TX. He holds Series 63 and Series 65 designations and has 19 years of industry experience, including 11 years at PFS Investments Inc and Primerica Financial Services. Dewayne also serves in a fiduciary capacity for the David and Jacqueline Gerber Living Trust. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of financial planning and investment management solutions, including model portfolios, third-party asset management, and institutional platforms.

Kenneth Tucker is a financial advisor at Edward Jones with four years of industry experience. He holds a Series 66 designation and previously worked at Nawah Nuclear Generation Company and South Texas Project. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a variety of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Amanda Mize is a financial advisor at Edward Jones with nine years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households of varying net worth, pension plans, corporate clients, and charitable organizations. 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.

Tamila Ingle is a Wealth Management Advisor with Merrill Lynch Wealth Management. She has been in the financial services industry since 2013, joining Merrill Lynch in 2016. Tamila works closely with clients and their families to develop personalized financial strategies that address major life transitions and ongoing priorities. Her client focus areas include education planning, executive and equity compensation services, family wealth management, legacy planning, liquidity management, retirement planning, philanthropic planning, portfolio management, and tax minimization. Before her financial advisory career, Tamila served six years in the United States Military. She earned a Bachelor of Science in Business Administration with a focus on Personal Financial Planning from Central Michigan University, graduating with high honors. She holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification, the CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA) designation, and is a Personal Investment Advisor (PIA). Tamila is committed to community involvement, reflecting the Merrill tradition, and dedicates time to volunteering with local organizations.

Martha Nelson is a financial advisor with LPL Financial in Brazoria, TX, holding Series 63 and Series 66 credentials and bringing 30 years of industry experience. She previously worked at Edward Jones for 22 years and Morgan Stanley for 3 years. Nelson serves as president of the Sweeny Rotary Club, a nonprofit organization. LPL Financial is a national broker‑dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services through a large network of advisors using both proprietary and third-party strategies.

Elaine Polemenakos is a Senior Financial Advisor with Merrill Lynch Wealth Management, where she has been serving clients for over a decade. She focuses on delivering wealth management services to professionals, business owners, retirees, and their families, aiming to provide customized investment strategies that align with clients' personal financial goals. Her areas of expertise include services for endowments, foundations, and non-profits, personal retirement planning, portfolio management, women and wealth, and retirement income. Elaine holds a Juris Doctor degree from the University of Texas School of Law and a bachelor's degree in Psychology from Texas A&M University. She carries several professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). While she was formerly an attorney, she does not provide legal advice in her current role. Outside of her professional work, Elaine is involved in community organizations such as Brazosport Cares Food Pantry, Brazosport Center Stages, Brazosport Fine Arts Council, and the SPCA of Brazoria County. Her personal interests include reading, traveling, spending time with her family, and watching movies.

Benjamin Tumlinson is a financial advisor at Edward Jones with a Series 66 designation and three years of industry experience. Prior to joining Edward Jones, he served in various roles within the U.S. Army, including with the 75th Innovation Command, U.S. Army North, and U.S. Army Africa. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment advisory programs and maintains a large nationwide network of financial advisors and branch offices.

Josh Beall is a financial advisor with Edward Jones in Lake Jackson, TX, holding a Series 66 designation and nine years of industry experience. He has been with Edward Jones since 2016. 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 strategies, including wrap fee portfolios and separately managed accounts, operates under a fiduciary standard, and supports its services with affiliated mutual funds and a trust company.

Derrick Mcelwee Sr. is a financial advisor with LPL Financial, holding Series 63, 65, and 66 licenses and 24 years of industry experience. His career includes prior roles at Chase Bank, J.P. Morgan Securities, and Chase Investment Services Corp. He also serves in a financial institution role with TDECU Wealth Advisors. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions through a large network of advisors and utilizes both proprietary and third-party strategies.

Dean Elliott is a financial advisor at LPL Financial with 30 years of industry experience. He holds the Series 63 designation and has worked with several firms, including LPL Financial and Commonwealth Financial Network. Elliott is also involved with Elliott Wealth Management LLC, a real estate rental business. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Bethany Davis is a Series 66-licensed financial advisor with 19 years of industry experience, currently with LPL Financial. Her prior experience includes roles at Ameriprise and Texas Dow Employees Credit Union. Outside of her advisory work, she owns a photography business based in Brazoria, Texas. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a broad range of financial planning and investment management services through a large network of advisors using model portfolios, third-party subadvisors, and customized strategies.

Maria Lewis is a financial advisor with LPL Financial holding a Series 66 designation and four years of industry experience. She has worked at LPL Financial and TDECU in various roles since 2018. Maria is also involved with TDECU Wealth Advisors, a DBA associated with LPL business activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services through a large network of advisors, utilizing both proprietary and third-party strategies across diverse asset classes.

Paula Lundy is a financial advisor at Merrill with 27 years of industry experience. She has been with Merrill and Merrill Lynch since 1997. Outside of her advisory role, she serves as a committee member on the Finance Committee for Pearland New Harvest Church, a 501(c)(3) organization. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

James Broaddus is a financial advisor at LPL Financial with 24 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Next Financial Group Inc for 18 years. Broaddus volunteers with the Pregnancy Help Center, a nonprofit organization in Lake Jackson, Texas. LPL Financial is a national broker‑dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, and institutional platforms, with account management delivered by investment adviser representatives using a range of strategic, tactical, and customized investment approaches.

Warren Heckendorn II is a financial advisor at Wells Fargo Advisors with 32 years of industry experience. He has held positions at Wells Fargo Clearing and Wells Fargo Advisors LLC since 2012. He holds Series 63 and Series 65 designations. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services and integrates advisory offerings with other financial products through a network of advisors.

Bryan Davis is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and 16 years of industry experience. He has been with Thrivent and its affiliates since 2013. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers goal-based, holistic planning across various topics and allows clients to combine planning with managed-account programs under a consolidated billing system, maintaining a separation between these services.

Brittany Odom is a Series 66-licensed financial advisor with Edward Jones, based in Lake Jackson, TX, with two years of industry experience. She has been with Edward Jones since 2023. Edward Jones is a full-service wealth management firm serving a broad client base, including individual and institutional investors. The firm manages approximately $1.01 trillion in assets through a large network of advisors and offers a range of advisory programs and investment solutions under a fiduciary standard.

Indria Jenkins is a financial advisor at Ameriprise with eight years of industry experience. She previously worked at Edward Jones for five years and Walmart for twenty years. Jenkins holds a Series 66 designation. Ameriprise provides a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver written Recommendation Reports, supported by a centralized consulting team and algorithmic tools, primarily serving clients with Ameriprise-managed accounts.